<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/Rocket-Lab.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/Rocket-Lab.jpg"/></p>
<p>太空產業正在快速增長，正接近一個關鍵時代，因為維珍銀河（Virgin Galactic）、藍色起源（Blue Origin）和 SpaceX 等公司開始提供他們的服務。摩根大通（Morgan Stanley）的一份報告估計，該行業價值約為 3500 億美元，並將在 2035 年達到 1.8 萬億美元。</p>
<p>進入這個行業很困難，正如維珍銀河的歷史所證明的那樣，該公司始於 20 年前。因此，那些在發展上領先太多的現有公司將是最終取勝和主導的公司。</p>
<p>對於投資者來説，維珍銀河和 Rocket Lab 是兩個值得考慮的選擇。本文將重點介紹這兩家公司，並解釋為什麼 Rocket Lab 是更好的選擇。</p>
<h2>維珍銀河可能會現金流告急</h2>
<p>由理查德·布蘭森（Richard Branson）支持的維珍銀河是一家旨在使太空旅行成為主流的公司。</p>
<p>為此，該公司已經實現了許多里程碑，包括獲得認證和將遊客送上太空。</p>
<p>現在，管理層正在研發兩款德爾塔太空飛船，它們將在 2026 年開始商業化時搭載更多乘客。</p>
<p>維珍銀河還完成了在亞利桑那州建造的最終裝配廠，該廠將用於德爾塔級太空飛船。</p>
<p>該公司已經有數百個預訂 - 旅行價格超過 45 萬美元 - 並相信其航班將在短期內盈利。</p>
<p>唯一的風險，正如我之前所寫的，是維珍銀河可能會面臨資金短缺，迫使進行緊急出售或破產。此外，其姐妹公司維珍軌道（Virgin Orbit）去年申請破產。</p>
<p>從表面上看，公司的情況看起來不錯，因為其現金、等價物和可交易證券總額超過 8.21 億美元。它還在縮小虧損，就像在上個季度虧損 9400 萬美元一樣。</p>
<p>然而，維珍銀河將在現在到 2026 年開始商業航班之間燒掉更多現金。隨着公司推進規模化運營，現金消耗也將繼續。</p>
<p>更糟糕的是，股價暴跌，使其市值為 2.02 億美元，而理查德·布蘭森已排除了為其提供更多現金的可能性。因此，除非管理層找到籌集資金的方法，可能是通過可轉債，否則公司可能難以維持生存。</p>
<h2>Rocket Lab 是更好的太空股票</h2>
<p>與維珍銀河一樣，Rocket Lab 自 2021 年進行 SPAC 合併以來股價表現不佳。股價暴跌超過 67%，市值超過 34 億美元。</p>
<p>這兩家公司在很多方面有很大的不同。維珍銀河專注於太空旅遊，而 Rocket Lab 提供端到端解決方案，包括髮射服務、航天器設計和航天器製造。</p>
<p>Rocket Lab 也開始盈利。數據顯示，其年收入從 2019 年的 4800 萬美元增長到 2023 年的 2.44 億美元以上。</p>
<p>這種增長在其最近的財務業績中得到體現，其總收入達到 1.06 億美元，佔其 2019 年全年收入的 43%。收入比上一季度增長了 15%。</p>
<p>此外，公司的訂單 backlog 達到了 10.6 億美元，由 NASA 和國防部等商業和政府機構組成。</p>
<p>公司希望其第三季度收入將在 1 億美元至 1.05 億美元之間，其太空系統將產生 7900 萬至 8400 萬美元。公司還預計其毛利率將提高到 27% 左右。</p>
<p>因此，隨着太空發射需求的增加，以及管理層轉向專注盈利能力，Rocket Lab 有擴大業務的空間。</p>
<h2>Rocket Lab 股票技術面強勁</h2>
<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/Rocket-Lab-stock.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/Rocket-Lab-stock.png"/></p>
<p>投資 Rocket Lab 的另一個原因是它具有一些堅實的技術面。從上面的圖表中，我們可以看到，它在 3.63 美元處找到了強勁支撐，自 2023 年 7 月以來未能跌破該水平。自那時以來，它至少六次努力跌破該水平。</p>
<p>現在，它已經反彈，並且正在接近 23.6% 的斐波納契回撤水平。它也突破了 50 周移動平均線，並且正在接近 8 美元的阻力點，即 3.63 美元多重底的頸線。</p>
<p>因此，該股的最小阻力路徑是看漲，初始目標位於 8 美元。突破該點將打開其上漲至 10.42 美元的 38.2% 回撤點的可能性，這比當前水平高約 50%。</p>
<p>本文來源於 Invezz，原文鏈接：Avoid Virgin Galactic stock: buy Rocket Lab instead</p>

RKLB

<p>根據摩根大通的一份報告，預計到 2035 年，不斷增長的太空產業規模可能達到 1.8 萬億美元，主要參與者包括維珍銀河和 Rocket Lab。維珍銀河面臨潛在的財務困難，儘管現金儲備超過 3 億美元，而 Rocket Lab 則顯示出有望的財務增長，自 2019 年以來收入顯著增長。文章指出，由於 Rocket Lab 提供端到端解決方案並且盈利能力不斷改善，相較於主要專注於太空旅遊並面臨現金耗盡風險的維珍銀河，Rocket Lab 呈現出更好的投資選擇</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/Rocket-Lab.jpg" alt="" original-src="https://invezz.com/wp-content/uploads/2024/08/Rocket-Lab.jpg"/></p>
<p>The space industry is growing and nearing a pivotal era as companies like Virgin Galactic (SPCE), Blue Origin, and SpaceX start offering their services. A report by Morgan Stanley estimates that the industry is worth about $350 billion and that it will get to $1.8 trillion in 2035.</p>
<div class="lb-trans"><p>太空產業正在快速增長，正接近一個關鍵時代，因為維珍銀河（Virgin Galactic）、藍色起源（Blue Origin）和 SpaceX 等公司開始提供他們的服務。摩根大通（Morgan Stanley）的一份報告估計，該行業價值約為 3500 億美元，並將在 2035 年達到 1.8 萬億美元。</p>
</div><p>It is hard to get in, as evidenced by Virgin Galactic’s history, which began 20 years ago. As such, the existing companies, which are too far ahead in their development, are the ones set to prevail and dominate.</p>
<div class="lb-trans"><p>進入這個行業很困難，正如維珍銀河的歷史所證明的那樣，該公司始於 20 年前。因此，那些在發展上領先太多的現有公司將是最終取勝和主導的公司。</p>
</div><p>For investors, Virgin Galactic and Rocket Lab are two options to consider. This article looks at the two of them and explains why the latter is the better option.</p>
<div class="lb-trans"><p>對於投資者來説，維珍銀河和 Rocket Lab 是兩個值得考慮的選擇。本文將重點介紹這兩家公司，並解釋為什麼 Rocket Lab 是更好的選擇。</p>
</div><h2>Virgin Galactic could run out of cash</h2>
<div class="lb-trans"><h2>維珍銀河可能會現金流告急</h2>
</div><p>Virgin Galactic, backed by Richard Branson, is a company whose end goal is to make space travel mainstream.</p>
<div class="lb-trans"><p>由理查德·布蘭森（Richard Branson）支持的維珍銀河是一家旨在使太空旅行成為主流的公司。</p>
</div><p>To that end, the company has achieved many milestones, including certification and taking tourists to space.</p>
<div class="lb-trans"><p>為此，該公司已經實現了許多里程碑，包括獲得認證和將遊客送上太空。</p>
</div><p>Now, the management is working on two Delta space crafts, which will carry more passengers when they start commercialization in 2026.</p>
<div class="lb-trans"><p>現在，管理層正在研發兩款德爾塔太空飛船，它們將在 2026 年開始商業化時搭載更多乘客。</p>
</div><p>Virgin Galactic has also completed building a final assembly plant in Arizona, which will be used for the Delta Class spaceships.</p>
<div class="lb-trans"><p>維珍銀河還完成了在亞利桑那州建造的最終裝配廠，該廠將用於德爾塔級太空飛船。</p>
</div><p>The company has hundreds of reservations – for a trip priced at over $450,000 – and it believes that its flights will be profitable within a short period.</p>
<div class="lb-trans"><p>該公司已經有數百個預訂 - 旅行價格超過 45 萬美元 - 並相信其航班將在短期內盈利。</p>
</div><p>The only risk, as I have written before, is that Virgin Galactic could run out of money, forcing a distress sale or bankruptcy. Besides, Virgin Orbit, its sister company, filed for bankruptcy last year.</p>
<div class="lb-trans"><p>唯一的風險，正如我之前所寫的，是維珍銀河可能會面臨資金短缺，迫使進行緊急出售或破產。此外，其姐妹公司維珍軌道（Virgin Orbit）去年申請破產。</p>
</div><p>On paper, things look good as the company has over $821 million in cash, equivalents, and marketable securities. It is also narrowing its losses, as it did in the last quarter when its net loss came in at $94 million.</p>
<div class="lb-trans"><p>從表面上看，公司的情況看起來不錯，因為其現金、等價物和可交易證券總額超過 8.21 億美元。它還在縮小虧損，就像在上個季度虧損 9400 萬美元一樣。</p>
</div><p>However, Virgin Galactic will burn more cash between now and 2026 when its commercial flights are expected to start. The cash burn will also continue as the company moves to scale its operations.</p>
<div class="lb-trans"><p>然而，維珍銀河將在現在到 2026 年開始商業航班之間燒掉更多現金。隨着公司推進規模化運營，現金消耗也將繼續。</p>
</div><p>Worse, the stock has crashed, giving it a market cap of $202 million while Richard Branson has ruled out giving it more cash. Therefore, it could struggle to stay afloat unless the management finds a way of raising cash, probably through convertible debt.</p>
<div class="lb-trans"><p>更糟糕的是，股價暴跌，使其市值為 2.02 億美元，而理查德·布蘭森已排除了為其提供更多現金的可能性。因此，除非管理層找到籌集資金的方法，可能是通過可轉債，否則公司可能難以維持生存。</p>
</div><h2>Rocket Lab is a better space stock</h2>
<div class="lb-trans"><h2>Rocket Lab 是更好的太空股票</h2>
</div><p>Like Virgin Galactic, Rocket Lab’s stock has not done well since its SPAC merger in 2021. It has crashed by over 67%, giving it a market cap of over $3.4 billion.</p>
<div class="lb-trans"><p>與維珍銀河一樣，Rocket Lab 自 2021 年進行 SPAC 合併以來股價表現不佳。股價暴跌超過 67%，市值超過 34 億美元。</p>
</div><p>The two companies are significantly different from each other. SPCE focus is on space tourism while Rocket Lab offers end-to-end solutions, including launch services, spacecraft design, and spacecraft manufacturing.</p>
<div class="lb-trans"><p>這兩家公司在很多方面有很大的不同。維珍銀河專注於太空旅遊，而 Rocket Lab 提供端到端解決方案，包括髮射服務、航天器設計和航天器製造。</p>
</div><p>It has also started making money. Data shows that its annual revenue has grown from over $48 million in 2019 to over $244 million in 2023.</p>
<div class="lb-trans"><p>Rocket Lab 也開始盈利。數據顯示，其年收入從 2019 年的 4800 萬美元增長到 2023 年的 2.44 億美元以上。</p>
</div><p>This growth was seen its recent financial results as its total revenue came in at $106, or 43% of what it made in the whole of 2023. The revenue was also 15% higher than what it made in the previous quarter.</p>
<div class="lb-trans"><p>這種增長在其最近的財務業績中得到體現，其總收入達到 1.06 億美元，佔其 2019 年全年收入的 43%。收入比上一季度增長了 15%。</p>
</div><p>Additionally, the company’s backlog jumped to $1.06 billion, made up of commercial and government agencies like NASA and the Department of Defense (DoD).</p>
<div class="lb-trans"><p>此外，公司的訂單 backlog 達到了 10.6 億美元，由 NASA 和國防部等商業和政府機構組成。</p>
</div><p>The company hopes that its Q3 revenue will be between $100 million and $105 million, with its space systems generating between $79 million and $84 million. It also expects that its gross margins will improve to about 27%.</p>
<div class="lb-trans"><p>公司希望其第三季度收入將在 1 億美元至 1.05 億美元之間，其太空系統將產生 7900 萬至 8400 萬美元。公司還預計其毛利率將提高到 27% 左右。</p>
</div><p>Therefore, Rocket Lab has room to grow its business as space launch demand rises and as the management shifts gears to focus on profitability.</p>
<div class="lb-trans"><p>因此，隨着太空發射需求的增加，以及管理層轉向專注盈利能力，Rocket Lab 有擴大業務的空間。</p>
</div><h2>Rocket Lab stock has strong technicals</h2>
<div class="lb-trans"><h2>Rocket Lab 股票技術面強勁</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/Rocket-Lab-stock.png" alt="" original-src="https://invezz.com/wp-content/uploads/2024/08/Rocket-Lab-stock.png"/></p>
<p>The other reason to invest in Rocket Lab is that it has some solid technicals. On the chart above, we see that it found a strong support at $3.63, where it failed to move below since July 2023. It has struggled to pass below that level at least six times since then.</p>
<div class="lb-trans"><p>投資 Rocket Lab 的另一個原因是它具有一些堅實的技術面。從上面的圖表中，我們可以看到，它在 3.63 美元處找到了強勁支撐，自 2023 年 7 月以來未能跌破該水平。自那時以來，它至少六次努力跌破該水平。</p>
</div><p>Now, it has rallied and is approaching the 23.6% Fibonacci Retracement level. It has also jumped above the 50-week moving average and is approaching the resistance point at $8, the neckline of the multiple bottoms at $3.63.</p>
<div class="lb-trans"><p>現在，它已經反彈，並且正在接近 23.6% 的斐波納契回撤水平。它也突破了 50 周移動平均線，並且正在接近 8 美元的阻力點，即 3.63 美元多重底的頸線。</p>
</div><p>Therefore, the path of the least resistance for the stock is bullish, with the initial target being at $8. A break above that point will open the possibility of it moving to the 38.2% retracement point at $10.42, which is about 50% above the current level.</p>
<div class="lb-trans"><p>因此，該股的最小阻力路徑是看漲，初始目標位於 8 美元。突破該點將打開其上漲至 10.42 美元的 38.2% 回撤點的可能性，這比當前水平高約 50%。</p>
</div><p>The post Avoid Virgin Galactic stock: buy Rocket Lab instead appeared first on Invezz</p>
<div class="lb-trans"><p>本文來源於 Invezz，原文鏈接：Avoid Virgin Galactic stock: buy Rocket Lab instead</p>
</div>

避免購買 Virgin Galactic 的股票：轉而購買 Rocket Lab USA 的股票