📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Viasat 選擇 Rocket Lab 為美國太空軍建造抗干擾衞星 - $衛訊公司(VSAT.US) $Rocket Lab(RKLB.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗩𝗶𝗮𝘀𝗮𝘁 選擇 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 用於太空軍 𝗣𝗧𝗦-𝗚 項目。➤ Rocket Lab 將製造一個可機動的 𝗺𝗶𝗻𝗶-𝗚𝗘𝗢 衞星平台。➤ 衞星將使用 Rocket Lab 的 𝗟𝗶𝗴𝗵𝘁𝗻𝗶𝗻𝗴-𝗚𝗘𝗢 航天器平台。➤ Viasat 將提供雙頻段 𝗫/𝗞𝗮-𝗯𝗮𝗻𝗱 通信有效載荷。➤ 該系統旨在在對抗性環境中實現安全、有彈性的 𝗮𝗻𝘁𝗶-𝗷𝗮𝗺 通信。➤ 𝗦𝘄𝗮𝗿𝗺 𝟭 涵蓋製造、集成、測試、發射和軌道檢查。➤ Viasat 於 5 月 22 日獲得其太空軍主合同。➤ 該獎項包括 𝗳𝗶𝘃𝗲 𝘆𝗲𝗮𝗿𝘀 的衞星運營和維護服務。➤ PTS-G 支持太空軍向 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝘁 商業架構的轉變。👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ 擴大了 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 在美國國家安全太空計劃中的作用。➤ 為 Rocket Lab 垂直整合的航天器業務增加了另一個生產機會。➤ 加強了 𝗩𝗶𝗮𝘀𝗮𝘁 在受保護的軍事衞星通信中的地位。➤ 支持具有韌性的美國通信，因為傳統鏈路面臨 𝗷𝗮𝗺𝗺𝗶𝗻𝗴 威脅。👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗖𝗿𝗮𝗶𝗴 𝗠𝗶𝗹𝗹𝗲𝗿, Viasat Government 總裁：“這一生產獎項代表着在為美國太空軍提供下一代受保護衞星通信能力方面邁出的重要一步。通過將 Viasat 的前沿通信有效載荷技術與 Rocket Lab 成熟的航天器平台相結合，我們正在推進一種更敏捷、更有彈性的 GEO 架構，旨在支持對抗性環境中的任務關鍵通信熱點。我們很高興展示低成本、高性能的雙用途技術如何在日益激烈的戰術通信環境中為不斷演變的任務提供可靠的連接。”𝗦𝗶𝗿 𝗣𝗲𝘁𝗲𝗿 𝗕𝗲𝗰𝗸, Rocket Lab 創始人兼 CEO：“從設計進入生產標誌着該項目和 Rocket Lab 在國家安全太空領域日益增長的重要里程碑。通過將我們的垂直整合航天器與 Viasat 的受保護通信有效載荷配對，我們正在交付具有韌性的太空通信基礎設施，使我們的部隊在對抗性環境中保持連接和安全。”
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$Rocket Lab(RKLB.US) | KeyBanc 重申對 Rocket Lab USA 的超配評級，維持目標價 $135，稱 ‘銥星火花點燃下一個增長階段’
分析師認為，儘管 Neutron 的近中期成本上升，但太空系統業務勢頭正在加速，長期上行空間巨大。 - H
$Rocket Lab(RKLB.US) | 坎託·費茨傑拉德維持對火箭實驗室美國看漲評級，將目標價從 96 美元上調至 122 美元
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Rocket Lab 2Q26 火線速讀：整體來看，Rocket Lab 本季度交出了一份不錯的業績，但在下季度的指引方面，毛利率和 Adjusted EBITDA 卻大幅 miss 市場預期，具體來看：
① 總收入達 $2.34 億（同比 +62%），超市場預期：
Space Systems（太空系統，收入$1.895 億，同比 +94%）：為絕對增長引擎。主要增長來自於：
a. SDA Tranche II/III 等大型星座合同進入交付高峰，按完工進度（Over-time）確認的收入體量激增；
b. Mynaric 與 Motiv 的併購並表（Mynaric 貢獻約$1,320 萬），同時補齊了激光通信供應鏈缺口。
Launch Services（發射服務，收入$0.446 億，同比-4%）：儘管發射從去年同期 5 次增至 6 次，但受收入確認方式拖累。本季包含 2 次 HASTE 任務（採用履約進度法，前期已確認大部分收入），而去年同期的純 Electron 任務採用發射成功時點法（一次性全額確認），導致表觀單次發射均價攤薄（從 $930 萬降至 $740 萬）。
② 當季毛利率超預期，但已顯露結構性壓力：
整體毛利率（GAAP）36.1%，雖環比下滑 2ppt，但仍優於預期的 34%。
環比下滑主因來自於毛利較低（約 30%）的衞星整星平台交付佔比大幅提升，而高毛利（部分可達 70%+）的成熟星載零部件銷售佔比相對下降。
此外，Mynaric 剛經歷破產重組，初期整合毛利率偏低；且發射服務 HASTE 任務的結轉收入也拉低了整體盈利水平。
③ 費用端仍在剛性擴張，為未來加速投入：
研發費用（約$0.82 億，同比 +25%）：主因 Neutron 中型火箭首飛在即，Archimedes 發動機密集熱試車、整流罩測試及系統集成推高了工程薪酬與測試成本。
銷管費用（約$0.60 億，同比 +50%）：主因公司密集推進 Iridium、Mynaric 及 Motiv 等多項戰略併購，產生了高昂的法務、盡調與財務顧問等一次性交易成本。
得益於當季絕對收入與毛利率的支撐，經營利潤和 Adjusted EBITDA 依然優於市場預期。
④ 3Q26 毛利率指引大幅走低
3Q26 毛利率指引（GAAP 29%-31%）大幅低於預期的 36%，預計主要由於 SDA、新籤 GEO 衞星及 FlatSatellite 項目在 Q3 進入交付高峰與產能爬坡初期，工藝磨合帶來額外成本壓制；同時高毛利發射業務權重偏低，進一步造成結構性拖累。
而在毛利率大幅低於預期下，adjusted EBITDA 指引為-0.17 億至-0.23 億，同樣也低於預期的-0.12 億。
⑤ Neutron 預計 26Q4 首飛，但存在延期風險
而對於市場最關心的 Neutron 進度（對標 Space X 獵鷹 9 號），首飛時間方面，公司當前的基準目標是 2026 年 Q4 將首飛箭交付至發射台，初步瞄準 2026 年底完成首飛。
但官方同時也表示，年底首飛的時間窗口正在收窄，新型運載火箭的研製週期本身存在複雜的技術不確定性，最終首飛時點還取決於後續一級鑑定測試等關鍵環節的結果，存在延期風險，主要來自於公司正在主動平衡首飛進度與量產就緒度。$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
$Rocket Lab(RKLB.US) Q2 財報
每股收益：$(0.08) vs 預估 $(0.07) ❌銷售額：$2.34066 億 vs 預估 $2.31346 億 ✅🟥 -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：中國長征七號 A 運載火箭在發射後似乎解體——路透社目擊者報道 - $SpaceX(SPCX.US) $Rocket Lab(RKLB.US)
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$Rocket Lab(RKLB.US) 今日（2026 年 8 月 10 日）美股收盤後公佈其 2026 年第二季度財務業績。華爾街預計其營收約為 2.31 億美元，同比大幅增長 60%。如果 Rocket Lab 達成這一目標，這將連續第五個季度創下紀錄。
Rocket Lab 剛剛與美國太空軍簽訂了一份價值 3.97 億美元的鉅額合同。截至 2026 年第一季度，其訂單積壓總額達到創紀錄的 22 億美元，同比增長 108%。
Rocket Lab 目前的股價較 2026 年 5 月創下的 151 美元歷史高點下跌了 57%。
是否值得買入？儘管股價回調，分析師仍持看漲態度，給予 “買入” 評級。平均目標價為 111.31 美元，上漲潛力為 49%。
最終，購買這隻股票並非着眼於傳統的市盈率（P/E）。而是基於相信人類的未來屬於星辰大海。
☕️ [任務幣抽獎] 每日市場談 — 新加坡迎來國慶日，海峽時報指數延續漲勢新加坡市場今日因國慶日（補假）休市，但週五留下了 plenty 的話題：$富時新加坡海峽時報指數(STI.SG) 錄得連續第 9 週上漲，$星展集團控股(D05.SG) 延續...
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僅是一些近期事件：
- 明天是 OCP APAC（Ayar, Lightmatter, $AMD(AMD.US), $英偉達(NVDA.US)），你的 CPO 玩家正在發佈公告/更新。這應該會成為某些光學玩家的催化劑。- 財報周：$AST SpaceMobile(ASTS.US)、$Rocket Lab(RKLB.US) 今天公佈業績（太空領域），$Lumentum控股(LITE.US) 週二公佈（光子學），$Nebius(NBIS.US) 在週中公佈（Neocloud），還有更多。- Unitree IPO 認購今日開放，預計本月上市。如果表現良好，這可能是人形機器人 + 機器人板塊的一個潛在催化劑，例如 $Churchill Capital XI(CCXI.US)。接下來的一週將很有趣。 - 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.