---
title: "推出 “亚洲太空经济” 投资组合：如何交易亚洲版的 SpaceX"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/290635137.md"
description: "ZeroHedge 推出了 “亚洲太空经济” 投资组合，这是一个交易亚洲对 SpaceX 反应的策略。最初在 SpaceX 于 12 月上市前，重点介绍了像 PL 和 RKLB 这样的太空相关公司，这个 “太空投资组合” 在六个月内超越了 “七大巨头” 80%。报告强调了投资者如何通过有针对性的股票选择来利用不断增长的太空经济"
datetime: "2026-06-24T02:45:40.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/290635137.md)
  - [en](https://longbridge.com/en/news/290635137.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/290635137.md)
---

# 推出 “亚洲太空经济” 投资组合：如何交易亚洲版的 SpaceX

Back in December 17, when SpaceX was worth _only_ $800 billion based on private market transactions, we published a report looking at the up and coming (or rather, going) space economy, titled "_**Data Centers In Space Are Coming: Here's How To Profit"**_ in which we profiled a handful of companies with the highest exposure to, well, space - among which P_L, RKLB, LUNR_ and others - and told readers so inclined to create a basket of the names ahead of the SpaceX IPO in order to frontrun the euphoria. 6 months later, the "space basket" outperformed the Mag 7 by 80% (and as much as 120%).

> Six months later: space stocks outperforming Mag7 by 80% https://t.co/2nnTBND5oW pic.twitter.com/qGRtQlEeYZ
> 
> — zerohedge (@zerohedge) June 12, 2026

### Background

### 相关股票

- [SPCX.US](https://longbridge.com/zh-CN/quote/SPCX.US.md)
- [VCX.US](https://longbridge.com/zh-CN/quote/VCX.US.md)
- [DXYZ.US](https://longbridge.com/zh-CN/quote/DXYZ.US.md)
- [SATS.US](https://longbridge.com/zh-CN/quote/SATS.US.md)
- [ASTS.US](https://longbridge.com/zh-CN/quote/ASTS.US.md)
- [PL.US](https://longbridge.com/zh-CN/quote/PL.US.md)
- [RKLB.US](https://longbridge.com/zh-CN/quote/RKLB.US.md)
- [RKLX.US](https://longbridge.com/zh-CN/quote/RKLX.US.md)
- [512810.CN](https://longbridge.com/zh-CN/quote/512810.CN.md)
- [563380.CN](https://longbridge.com/zh-CN/quote/563380.CN.md)
- [ITA.US](https://longbridge.com/zh-CN/quote/ITA.US.md)
- [XAR.US](https://longbridge.com/zh-CN/quote/XAR.US.md)
- [PPA.US](https://longbridge.com/zh-CN/quote/PPA.US.md)
- [SPCH.US](https://longbridge.com/zh-CN/quote/SPCH.US.md)
- [ARKX.US](https://longbridge.com/zh-CN/quote/ARKX.US.md)
- [ASTX.US](https://longbridge.com/zh-CN/quote/ASTX.US.md)
- [ASUP.US](https://longbridge.com/zh-CN/quote/ASUP.US.md)
- [ASTN.US](https://longbridge.com/zh-CN/quote/ASTN.US.md)
- [PLU.US](https://longbridge.com/zh-CN/quote/PLU.US.md)
- [SPCF.US](https://longbridge.com/zh-CN/quote/SPCF.US.md)
- [SPAL.US](https://longbridge.com/zh-CN/quote/SPAL.US.md)
- [SNK.US](https://longbridge.com/zh-CN/quote/SNK.US.md)
- [SSPC.US](https://longbridge.com/zh-CN/quote/SSPC.US.md)
- [SPCU.US](https://longbridge.com/zh-CN/quote/SPCU.US.md)
- [LOFF.US](https://longbridge.com/zh-CN/quote/LOFF.US.md)
- [RKLZ.US](https://longbridge.com/zh-CN/quote/RKLZ.US.md)
- [ECHO.US](https://longbridge.com/zh-CN/quote/ECHO.US.md)
- [LUNR.US](https://longbridge.com/zh-CN/quote/LUNR.US.md)
- [PL+.US](https://longbridge.com/zh-CN/quote/PL+.US.md)
- [LUNRW.US](https://longbridge.com/zh-CN/quote/LUNRW.US.md)

## 相关资讯与研究

- [SpaceX 的高评级引发质疑 宏大叙事考验债券投资者信心](https://longbridge.com/zh-CN/news/290507778.md)
- [股热债冷！SpaceX250 亿美元发债首秀不及预期，万亿市值难消债市 “戒心”](https://longbridge.com/zh-CN/news/290629321.md)
- [SpaceX 形成残酷 “虹吸效应” 运营商 “抱团防御”](https://longbridge.com/zh-CN/news/290530380.md)
- [SpaceX 首发投资级债券，强化美国长端实际利率上行预期](https://longbridge.com/zh-CN/news/290481668.md)
- [SpaceX 与 Reflection AI 签署数十亿美元算力供应协议](https://longbridge.com/zh-CN/news/290459902.md)