---
title: "數字在太空中並不重要"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/287104226.md"
description: "最終的泡沫前沿乍一看似乎荒謬：衞星股票上漲 400%，負市盈率進一步惡化，帶有 UFO 等代碼的 ETF 吸引了大量資金。但泡沫從內部看永遠不會顯而易見。而現在，太空領域同時具備了動能、敍事、地緣政治和人工智能的炒作。投資者們正在拼命尋找 “下一個人工智能交易”"
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)
---

# 數字在太空中並不重要

## **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**

### 相關股票

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

## 相關資訊與研究

- [SpaceX 啟動 IPO 馬斯克擬打造逾兆美元級太空巨擘](https://longbridge.com/zh-HK/news/287146738.md)
- [馬斯克的 SpaceX 拚每年 1 萬次發射！FAA 潑冷水：先提升可靠性](https://longbridge.com/zh-HK/news/287145404.md)
- [SpaceX 解密超狂太空中心、發射數、殖民火星目標](https://longbridge.com/zh-HK/news/287164543.md)
- [從單一通訊擴展至多元應用，低軌衞星推動供應鏈重組，台廠由製造走向整合](https://longbridge.com/zh-HK/news/287132519.md)
- [無人僚機競爭白熱化，諾格 YFQ-48A「蒼藍鷹爪」完成自動滑行測試](https://longbridge.com/zh-HK/news/286990134.md)