📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Viasat 选择 Rocket Lab 为美国太空军建造抗干扰卫星 - $卫讯公司(VSAT.US) $Rocket Lab(RKLB.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗩𝗶𝗮𝘀𝗮𝘁 选择 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 用于太空军 𝗣𝗧𝗦-𝗚 项目。➤ Rocket Lab 将制造一个可机动的 𝗺𝗶𝗻𝗶-𝗚𝗘𝗢 卫星平台。➤ 卫星将使用 Rocket Lab 的 𝗟𝗶𝗴𝗵𝘁𝗻𝗶𝗻𝗴-𝗚𝗘𝗢 航天器平台。➤ Viasat 将提供双频段 𝗫/𝗞𝗮-𝗯𝗮𝗻𝗱 通信有效载荷。➤ 该系统旨在在对抗性环境中实现安全、有弹性的 𝗮𝗻𝘁𝗶-𝗷𝗮𝗺 通信。➤ 𝗦𝘄𝗮𝗿𝗺 𝟭 涵盖制造、集成、测试、发射和轨道检查。➤ Viasat 于 5 月 22 日获得其太空军主合同。➤ 该奖项包括 𝗳𝗶𝘃𝗲 𝘆𝗲𝗮𝗿𝘀 的卫星运营和维护服务。➤ PTS-G 支持太空军向 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝘁 商业架构的转变。👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ 扩大了 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 在美国国家安全太空计划中的作用。➤ 为 Rocket Lab 垂直整合的航天器业务增加了另一个生产机会。➤ 加强了 𝗩𝗶𝗮𝘀𝗮𝘁 在受保护的军事卫星通信中的地位。➤ 支持具有韧性的美国通信，因为传统链路面临 𝗷𝗮𝗺𝗺𝗶𝗻𝗴 威胁。👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗖𝗿𝗮𝗶𝗴 𝗠𝗶𝗹𝗹𝗲𝗿, Viasat Government 总裁：“这一生产奖项代表着在为美国太空军提供下一代受保护卫星通信能力方面迈出的重要一步。通过将 Viasat 的前沿通信有效载荷技术与 Rocket Lab 成熟的航天器平台相结合，我们正在推进一种更敏捷、更有弹性的 GEO 架构，旨在支持对抗性环境中的任务关键通信热点。我们很高兴展示低成本、高性能的双用途技术如何在日益激烈的战术通信环境中为不断演变的任务提供可靠的连接。”𝗦𝗶𝗿 𝗣𝗲𝘁𝗲𝗿 𝗕𝗲𝗰𝗸, Rocket Lab 创始人兼 CEO：“从设计进入生产标志着该项目和 Rocket Lab 在国家安全太空领域日益增长的重要里程碑。通过将我们的垂直整合航天器与 Viasat 的受保护通信有效载荷配对，我们正在交付具有韧性的太空通信基础设施，使我们的部队在对抗性环境中保持连接和安全。”
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$Rocket Lab(RKLB.US) | KeyBanc 重申对 Rocket Lab USA 的超配评级，维持目标价 $135，称 ‘铱星火花点燃下一个增长阶段’
分析师认为，尽管 Neutron 的近中期成本上升，但太空系统业务势头正在加速，长期上行空间巨大。 - H
$Rocket Lab(RKLB.US) | 坎托·费茨杰拉德维持对火箭实验室美国看涨评级，将目标价从 96 美元上调至 122 美元
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Rocket Lab 2Q26 火线速读：整体来看，Rocket Lab 本季度交出了一份不错的业绩，但在下季度的指引方面，毛利率和 Adjusted EBITDA 却大幅 miss 市场预期，具体来看：
① 总收入达 $2.34 亿（同比 +62%），超市场预期：
Space Systems（太空系统，收入$1.895 亿，同比 +94%）：为绝对增长引擎。主要增长来自于：
a. SDA Tranche II/III 等大型星座合同进入交付高峰，按完工进度（Over-time）确认的收入体量激增；
b. Mynaric 与 Motiv 的并购并表（Mynaric 贡献约$1,320 万），同时补齐了激光通信供应链缺口。
Launch Services（发射服务，收入$0.446 亿，同比-4%）：尽管发射从去年同期 5 次增至 6 次，但受收入确认方式拖累。本季包含 2 次 HASTE 任务（采用履约进度法，前期已确认大部分收入），而去年同期的纯 Electron 任务采用发射成功时点法（一次性全额确认），导致表观单次发射均价摊薄（从 $930 万降至 $740 万）。
② 当季毛利率超预期，但已显露结构性压力：
整体毛利率（GAAP）36.1%，虽环比下滑 2ppt，但仍优于预期的 34%。
环比下滑主因来自于毛利较低（约 30%）的卫星整星平台交付占比大幅提升，而高毛利（部分可达 70%+）的成熟星载零部件销售占比相对下降。
此外，Mynaric 刚经历破产重组，初期整合毛利率偏低；且发射服务 HASTE 任务的结转收入也拉低了整体盈利水平。
③ 费用端仍在刚性扩张，为未来加速投入：
研发费用（约$0.82 亿，同比 +25%）：主因 Neutron 中型火箭首飞在即，Archimedes 发动机密集热试车、整流罩测试及系统集成推高了工程薪酬与测试成本。
销管费用（约$0.60 亿，同比 +50%）：主因公司密集推进 Iridium、Mynaric 及 Motiv 等多项战略并购，产生了高昂的法务、尽调与财务顾问等一次性交易成本。
得益于当季绝对收入与毛利率的支撑，经营利润和 Adjusted EBITDA 依然优于市场预期。
④ 3Q26 毛利率指引大幅走低
3Q26 毛利率指引（GAAP 29%-31%）大幅低于预期的 36%，预计主要由于 SDA、新签 GEO 卫星及 FlatSatellite 项目在 Q3 进入交付高峰与产能爬坡初期，工艺磨合带来额外成本压制；同时高毛利发射业务权重偏低，进一步造成结构性拖累。
而在毛利率大幅低于预期下，adjusted EBITDA 指引为-0.17 亿至-0.23 亿，同样也低于预期的-0.12 亿。
⑤ Neutron 预计 26Q4 首飞，但存在延期风险
而对于市场最关心的 Neutron 进度（对标 Space X 猎鹰 9 号），首飞时间方面，公司当前的基准目标是 2026 年 Q4 将首飞箭交付至发射台，初步瞄准 2026 年底完成首飞。
但官方同时也表示，年底首飞的时间窗口正在收窄，新型运载火箭的研制周期本身存在复杂的技术不确定性，最终首飞时点还取决于后续一级鉴定测试等关键环节的结果，存在延期风险，主要来自于公司正在主动平衡首飞进度与量产就绪度。$Rocket Lab(RKLB.US)
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Rocket Lab(RKLB.US) Rocket Lab Secures Dedicated Neutron Launch Contract From Kepler Communications
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 selected for dedicated 𝗡𝗲𝘂𝘁𝗿𝗼𝗻 mission by Kepler Communications.➤ Mission is scheduled to launch no earlier than 𝟮𝟬𝟮𝟴.➤ Launch will originate from 𝗪𝗮𝗹𝗹𝗼𝗽𝘀 𝗜𝘀𝗹𝗮𝗻𝗱, Virginia.➤ Neutron will deploy multiple 𝗞𝗲𝗽𝗹𝗲𝗿 satellites into low Earth orbit.➤ Satellites add 𝗼𝗽𝘁𝗶𝗰𝗮𝗹 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆 and on-orbit computing capacity.➤ New capacity will support both 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 and government missions.➤ Kepler previously deployed its first 𝟯𝟯 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲𝘀 through rideshare launches.➤ Contract represents Kepler's 𝗳𝗶𝗿𝘀𝘁 dedicated commercial launch mission.➤ Rocket Lab says Neutron's manifest approaches 𝗳𝘂𝗹𝗹 𝗰𝗮𝗽𝗮𝗰𝗶𝘁𝘆 through decade-end.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Adds another commercial customer to Rocket Lab's growing 𝗡𝗲𝘂𝘁𝗿𝗼𝗻 backlog.➤ Strengthens Neutron's position in the competitive 𝗺𝗲𝗱𝗶𝘂𝗺-𝗹𝗶𝗳𝘁 launch market.➤ Dedicated launches provide customers greater 𝘀𝗰𝗵𝗲𝗱𝘂𝗹𝗲 and orbital flexibility.➤ Near-full manifest signals strong commercial demand extending through the decade.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗦𝗶𝗿 𝗣𝗲𝘁𝗲𝗿 𝗕𝗲𝗰𝗸, Founder and CEO of Rocket Lab:“We’re proud to add Kepler to the growing list of organizations selecting Neutron to deliver their missions to orbit. Neutron is the space industry’s next generation medium-lift rocket that puts constellation operators in the driver’s seat with tailored missions and secure access to space.”𝗠𝗶𝗻𝗮 𝗠𝗶𝘁𝗿𝘆, CEO and Co-Founder of Kepler:"Selecting Rocket Lab for our first dedicated launch marks an important milestone for Kepler as we continue to scale our infrastructure,” said Mina Mitry, CEO and co-founder of Kepler. “Our customer demand continues to grow, and dedicated launch provides the flexibility to expand and deliver more capacity and capability to the missions we support." - W
$Rocket Lab(RKLB.US) Q2 财报
每股收益：$(0.08) vs 预估 $(0.07) ❌销售额：$2.34066 亿 vs 预估 $2.31346 亿 ✅🟥 -2.84% - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Rocket Lab(RKLB.US) Rocket Lab Unveils GHOST Global Launch System for Electron and HASTE Rockets
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 unveils 𝗚𝗛𝗢𝗦𝗧, a globally deployable containerized launch system.➤ GHOST enables 𝗼𝗿𝗯𝗶𝘁𝗮𝗹 and 𝘀𝘂𝗯𝗼𝗿𝗯𝗶𝘁𝗮𝗹 launches from worldwide locations.➤ System supports both 𝗘𝗹𝗲𝗰𝘁𝗿𝗼𝗻 and 𝗛𝗔𝗦𝗧𝗘 rockets.➤ Complete launch infrastructure is packaged within 𝘀𝘁𝗮𝗻𝗱𝗮𝗿𝗱 𝘀𝗵𝗶𝗽𝗽𝗶𝗻𝗴 𝗰𝗼𝗻𝘁𝗮𝗶𝗻𝗲𝗿𝘀.➤ First GHOST location will be 𝗟𝗮𝘂𝗻𝗰𝗵 𝗖𝗼𝗺𝗽𝗹𝗲𝘅 𝟰 in Alaska.➤ Alaska site will feature 𝘁𝘄𝗼 𝗽𝗮𝗱𝘀 for high-frequency launch campaigns.➤ Expansion brings Rocket Lab's global network to 𝘀𝗶𝘅 𝗹𝗮𝘂𝗻𝗰𝗵 𝗽𝗮𝗱𝘀.➤ GHOST's first operational suborbital launch is targeted for 𝟮𝟬𝟮𝟳.➤ System targets responsive launch and time-critical 𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 missions.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ GHOST significantly expands Rocket Lab's 𝗴𝗲𝗼𝗴𝗿𝗮𝗽𝗵𝗶𝗰 𝗹𝗮𝘂𝗻𝗰𝗵 flexibility.➤ Containerized infrastructure could enable faster deployment for 𝘁𝗶𝗺𝗲-𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 missions.➤ Dual Electron-HASTE support broadens 𝗼𝗿𝗯𝗶𝘁𝗮𝗹 and 𝗵𝘆𝗽𝗲𝗿𝘀𝗼𝗻𝗶𝗰 mission opportunities.➤ System targets growing demand for 𝘀𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻 𝗹𝗮𝘂𝗻𝗰𝗵 capabilities among allied nations.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗦𝗶𝗿 𝗣𝗲𝘁𝗲𝗿 𝗕𝗲𝗰𝗸, Founder and CEO of Rocket Lab:“We’ve been leading the field in small launch for missile defense and national security for years. Our reliability, repeatability, and affordability sets us apart from everybody else, and creating GHOST is about packaging that up into a deployable system that can serve the world’s most important programs from wherever those missions need. Whether it’s for missile defense and deterrence, or opening up more trajectories, orbital missions, and sovereign launch capabilities in allied nations, GHOST is the answer to launching anywhere, anytime, and without compromise.” - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Rocket Lab(RKLB.US) Rocket Lab Establishes German Subsidiary to Expand European Space Manufacturing
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 formally establishes 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 𝗚𝗲𝗿𝗺𝗮𝗻𝘆 𝗚𝗺𝗯𝗛.➤ Expansion could bring satellite and component manufacturing to 𝗚𝗲𝗿𝗺𝗮𝗻𝘆.➤ Move follows Rocket Lab's strategic acquisition of Munich-based 𝗠𝘆𝗻𝗮𝗿𝗶𝗰 𝗔𝗚.➤ Mynaric will continue producing advanced 𝗹𝗮𝘀𝗲𝗿 𝗼𝗽𝘁𝗶𝗰𝗮𝗹 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 terminals.➤ Rocket Lab aims to scale Mynaric production for 𝗘𝘂𝗿𝗼𝗽𝗲𝗮𝗻 and global demand.➤ Germany could become a regional hub for 𝗰𝗼𝗻𝘀𝘁𝗲𝗹𝗹𝗮𝘁𝗶𝗼𝗻-𝗰𝗹𝗮𝘀𝘀 manufacturing.➤ Potential production includes 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲𝘀, 𝗽𝗮𝘆𝗹𝗼𝗮𝗱𝘀, and critical space components.➤ Rocket Lab plans European launch services using 𝗘𝗹𝗲𝗰𝘁𝗿𝗼𝗻 and 𝗡𝗲𝘂𝘁𝗿𝗼𝗻.➤ Expansion targets growing European 𝗱𝗲𝗳𝗲𝗻𝘀𝗲, national security, and commercial space demand.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Expands 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯's addressable market beyond U.S.-centered space programs.➤ Positions Rocket Lab for Europe's push toward 𝘀𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻 𝘀𝗽𝗮𝗰𝗲 capabilities.➤ Combines launch, satellites, and components into a broader European offering.➤ Could create significant opportunities from Europe's expected satellite deployment boom.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗦𝗶𝗿 𝗣𝗲𝘁𝗲𝗿 𝗕𝗲𝗰𝗸, Founder and CEO of Rocket Lab:“Europe’s space industry is undergoing a profound structural shift toward an era defined by speed, commercial agility, and absolute technical sovereignty,” said Rocket Lab founder and CEO, Sir Peter Beck. “The demand for sovereign space capability has never been more urgent. Europe faces glaring gaps across both launch and spacecraft manufacturing. Rocket Lab Germany addresses these directly, combining opportunities for high-frequency access to space with high-volume satellite production to deploy resilient constellations on rapid timelines. With this strategic expansion, Rocket Lab is making a clear commitment to Europe that ensures the region has domestic strength to secure, defend, and discover in a rapidly evolving new space era.” - H
📢 最新消息：中国长征七号 A 运载火箭在发射后似乎解体——路透社目击者报道 - $SpaceX(SPCX.US) $Rocket Lab(RKLB.US)
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$Rocket Lab(RKLB.US) 今日（2026 年 8 月 10 日）美股收盘后公布其 2026 年第二季度财务业绩。华尔街预计其营收约为 2.31 亿美元，同比大幅增长 60%。如果 Rocket Lab 达成这一目标，这将连续第五个季度创下纪录。
Rocket Lab 刚刚与美国太空军签订了一份价值 3.97 亿美元的巨额合同。截至 2026 年第一季度，其订单积压总额达到创纪录的 22 亿美元，同比增长 108%。
Rocket Lab 目前的股价较 2026 年 5 月创下的 151 美元历史高点下跌了 57%。
是否值得买入？尽管股价回调，分析师仍持看涨态度，给予 “买入” 评级。平均目标价为 111.31 美元，上涨潜力为 49%。
最终，购买这只股票并非着眼于传统的市盈率（P/E）。而是基于相信人类的未来属于星辰大海。
☕️ [任务币抽奖] 每日市场谈 — 新加坡迎来国庆日，海峡时报指数延续涨势新加坡市场今日因国庆日（补假）休市，但周五留下了 plenty 的话题：$富时新加坡海峡时报指数(STI.SG) 录得连续第 9 周上涨，$星展集团控股(D05.SG) 延续...
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仅是一些近期事件：
- 明天是 OCP APAC（Ayar, Lightmatter, $AMD(AMD.US), $英伟达(NVDA.US)），你的 CPO 玩家正在发布公告/更新。这应该会成为某些光学玩家的催化剂。- 财报周：$AST SpaceMobile(ASTS.US)、$Rocket Lab(RKLB.US) 今天公布业绩（太空领域），$Lumentum控股(LITE.US) 周二公布（光子学），$Nebius(NBIS.US) 在周中公布（Neocloud），还有更多。- Unitree IPO 认购今日开放，预计本月上市。如果表现良好，这可能是人形机器人 + 机器人板块的一个潜在催化剂，例如 $Churchill Capital XI(CCXI.US)。接下来的一周将很有趣。 - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Rocket Lab(RKLB.US) Rocket Lab Successfully Launches 13th Electron Mission of 2026 for iQPS
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 successfully launched its 𝟭𝟯𝘁𝗵 𝗘𝗹𝗲𝗰𝘁𝗿𝗼𝗻 mission of 2026.➤ Mission deployed the 𝗤𝗣𝗦-𝗦𝗔𝗥-𝟭𝟯 Earth-imaging satellite for 𝗶𝗤𝗣𝗦.➤ Launch took place from 𝗟𝗮𝘂𝗻𝗰𝗵 𝗖𝗼𝗺𝗽𝗹𝗲𝘅 𝟭 in New Zealand.➤ Mission marks Rocket Lab's 𝟵𝟮𝗻𝗱 overall Electron launch.➤ Rocket Lab has achieved 𝟭𝟬𝟬% 𝗺𝗶𝘀𝘀𝗶𝗼𝗻 𝘀𝘂𝗰𝗰𝗲𝘀𝘀 across eight iQPS launches.➤ iQPS has booked another 𝟭𝟬 dedicated Electron launches through 2030.➤ Electron remains the 𝗽𝗿𝗶𝗺𝗮𝗿𝘆 𝗹𝗮𝘂𝗻𝗰𝗵 𝗽𝗿𝗼𝘃𝗶𝗱𝗲𝗿 for the iQPS constellation.➤ Next Electron mission, "𝗧𝗵𝗲 𝗟𝗶𝗴𝗵𝘁𝗻𝗶𝗻𝗴 𝗚𝗼𝗱 𝗗𝗲𝗳𝗲𝗻𝗱𝘀," is scheduled later this month.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Reinforces Rocket Lab's position in the growing 𝘀𝗺𝗮𝗹𝗹-𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 launch market.➤ Demonstrates recurring customer demand and confidence in Electron's reliability.➤ Supports long-term launch revenue with a multi-year contracted mission pipeline.