---
title: "数字在太空中并不重要"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/287104226.md"
description: "最终的泡沫前沿乍一看似乎荒谬：卫星股票上涨 400%，负市盈率进一步恶化，带有 UFO 等代码的 ETF 吸引了大量资金。但泡沫从内部看永远不会显而易见。而现在，太空领域同时具备了动能、叙事、地缘政治和人工智能的炒作。投资者们正在拼命寻找 “下一个人工智能交易”"
datetime: "2026-05-20T18:17:21.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287104226.md)
  - [en](https://longbridge.com/en/news/287104226.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287104226.md)
---

# 数字在太空中并不重要

## **The final bubble frontier**

At first glance this looks ridiculous: satellite stocks up 400%, negative P/Es collapsing further into negative territory, and ETFs with tickers like UFO attracting serious capital. But bubbles are never obvious from the inside. And right now, space has momentum, narrative, geopolitics and AI hype all at once. And investors are desperately searching for the “next AI trade”.

## **Heading to space**

### 相关股票

- [ARKX.US](https://longbridge.com/zh-CN/quote/ARKX.US.md)
- [XAR.US](https://longbridge.com/zh-CN/quote/XAR.US.md)
- [563380.CN](https://longbridge.com/zh-CN/quote/563380.CN.md)
- [PPA.US](https://longbridge.com/zh-CN/quote/PPA.US.md)
- [159241.CN](https://longbridge.com/zh-CN/quote/159241.CN.md)
- [ITA.US](https://longbridge.com/zh-CN/quote/ITA.US.md)
- [159227.CN](https://longbridge.com/zh-CN/quote/159227.CN.md)
- [UFO.US](https://longbridge.com/zh-CN/quote/UFO.US.md)

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- [“欧洲尚未认清潜在风险”：法国电信巨头高管警示美国垄断卫星与人工智能领域](https://longbridge.com/zh-CN/news/287194995.md)
- [盘前趋势｜GE 航空航天（GE.US）](https://longbridge.com/zh-CN/news/286964349.md)
- [Anthropic 将向 SpaceX 支付近 450 亿美元以获取算力](https://longbridge.com/zh-CN/news/287130170.md)
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