--- title: "推出 “亞洲太空經濟” 投資組合：如何交易亞洲版的 SpaceX" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/290635137.md" description: "ZeroHedge 推出了 “亞洲太空經濟” 投資組合，這是一個交易亞洲對 SpaceX 反應的策略。最初在 SpaceX 於 12 月上市前，重點介紹了像 PL 和 RKLB 這樣的太空相關公司，這個 “太空投資組合” 在六個月內超越了 “七大巨頭” 80%。報告強調了投資者如何通過有針對性的股票選擇來利用不斷增長的太空經濟" 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 “亞洲太空經濟” 投資組合：如何交易亞洲版的 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 ### 相關股票 - [SPCX.US](https://longbridge.com/zh-HK/quote/SPCX.US.md) - [VCX.US](https://longbridge.com/zh-HK/quote/VCX.US.md) - [DXYZ.US](https://longbridge.com/zh-HK/quote/DXYZ.US.md) - [SATS.US](https://longbridge.com/zh-HK/quote/SATS.US.md) - [ASTS.US](https://longbridge.com/zh-HK/quote/ASTS.US.md) - [PL.US](https://longbridge.com/zh-HK/quote/PL.US.md) - [RKLB.US](https://longbridge.com/zh-HK/quote/RKLB.US.md) - [RKLX.US](https://longbridge.com/zh-HK/quote/RKLX.US.md) - [512810.CN](https://longbridge.com/zh-HK/quote/512810.CN.md) - [563380.CN](https://longbridge.com/zh-HK/quote/563380.CN.md) - [ITA.US](https://longbridge.com/zh-HK/quote/ITA.US.md) - [XAR.US](https://longbridge.com/zh-HK/quote/XAR.US.md) - [PPA.US](https://longbridge.com/zh-HK/quote/PPA.US.md) - [SPCH.US](https://longbridge.com/zh-HK/quote/SPCH.US.md) - [ARKX.US](https://longbridge.com/zh-HK/quote/ARKX.US.md) - [ASTX.US](https://longbridge.com/zh-HK/quote/ASTX.US.md) - [ASUP.US](https://longbridge.com/zh-HK/quote/ASUP.US.md) - [ASTN.US](https://longbridge.com/zh-HK/quote/ASTN.US.md) - [PLU.US](https://longbridge.com/zh-HK/quote/PLU.US.md) - [SPCF.US](https://longbridge.com/zh-HK/quote/SPCF.US.md) - [SPAL.US](https://longbridge.com/zh-HK/quote/SPAL.US.md) - [SNK.US](https://longbridge.com/zh-HK/quote/SNK.US.md) - [SSPC.US](https://longbridge.com/zh-HK/quote/SSPC.US.md) - [SPCU.US](https://longbridge.com/zh-HK/quote/SPCU.US.md) - [LOFF.US](https://longbridge.com/zh-HK/quote/LOFF.US.md) - [RKLZ.US](https://longbridge.com/zh-HK/quote/RKLZ.US.md) - [ECHO.US](https://longbridge.com/zh-HK/quote/ECHO.US.md) - [LUNR.US](https://longbridge.com/zh-HK/quote/LUNR.US.md) - [PL+.US](https://longbridge.com/zh-HK/quote/PL+.US.md) - [LUNRW.US](https://longbridge.com/zh-HK/quote/LUNRW.US.md) ## 相關資訊與研究 - [SpaceX 即將發射新型太空艙「星落號」，或瞄準太空在軌製造市場](https://longbridge.com/zh-HK/news/290516464.md) - [SpaceX 太空 AI 算力項目命名 Starmind](https://longbridge.com/zh-HK/news/290669334.md) - [SpaceX 發行 5 筆總額 250 億美元債券](https://longbridge.com/zh-HK/news/290620259.md) - [SpaceX 發債丨短債認購最旺 顯示投資者心態謹慎](https://longbridge.com/zh-HK/news/290599484.md) - [孫正義稱馬斯克太空數據中心計劃價值不大 料地球資源定勝負 揚言軟銀「先下手為強」](https://longbridge.com/zh-HK/news/290635421.md)