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去年12月太空经济板块可以说是中美共振了，美股太空经济几家主力基本上都翻倍了。心头好小火箭RKLB表现也很亮眼。过去一个月对RKLB来说绝对是业务上的超级月：1、拿到了美国太空发展局超过8亿美金，18颗卫星订单。这些卫星还配备卫星配备Rocket Lab的StarLite防护传感器（可防御定向能量威胁），并扩展到向其他承包商供应传感器； 2、同时还拿到加拿大、日本航天机构的新合同； 3、25年全年完成21次Electron火箭发射，年度100%任务成功率（全球小型火箭最活跃）。包括12月为iQPS发射SAR卫星（这是iQPS的第7颗，未来计划5次更多）。 4、中性火箭中子星Neutron进展：首飞仍目标2026年中（Q1运抵Wallops发射台，资格测试中）。Hungry Hippo可重复使用整流罩已完成资格测试； 拿到太空发展局的合同意味着RKLB正式跻身为最大的国防太空承包商之一；如果26年中中子星发射成功，意味着RKLB成功从小型火箭发射升级到中性火箭发射。 美股太空经济股票，有好几只在链上美股平台@MSX_CN 上都能交易，可以关注起来https://t.co/SwrikLq3oN

BREAKING: President Donald Trump has purchased at least $50 million in municipal and corporate bonds through December, including debt issued by Netflix, $NFLX, CoreWeave, $CRWV, General Motors, $GM, Boeing, $BA, and Occidental Petroleum, $OXY.

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中美太空资源争夺白热化，这两天一条新闻值得关注，中国在去年12月正式向国际电信联盟（ITU）提交20.3万颗低轨卫星申报，涵盖14个星座，仅两大核心星座CTC-1与CTC-2就各达9.6万余颗，规模相当于美国星链申报总量的近5倍。 本次申报主体包括无线电创新院、中国移动、垣信卫星等机构。无线电创新院于2025年12月29日提交两个近10万颗卫星的巨型星座申请，并于次日（12月30日）完成河北雄安新区注册登记，成为中国无线电管理技术领域首家新型研发机构。 战略意图： 国际电信联盟（ITU）是太空的“规则制定者”，核心规矩就一条：“先申报、先发射、先占用”。低轨（距离地球300-2000公里）是太空里的“黄金地段”，信号快、延迟低，未来6G通信、军事指挥都离不开它，就像城市里的核心停车位，占一个少一个。 老马的星链动手更早：截至2025年底，在轨卫星快到1万颗，占了全球低轨卫星的2/3，还申报了4.2万颗，把好位置占得差不多了 中国此举旨在抢占低轨卫星频轨资源，应对国际竞争。目前全球低轨资源遵循“先占先得”规则，中国通过大规模申报锁定资源。 当然ITU审批通过后并不是一劳永逸，根据ITU规则，申报单位需在7年内发射首颗卫星，第9年完成10%部署，第12年完成50%部署，第14年完成全部部署。 中国现在大规模申报意味着从卫星制造到火箭发射，全产业链都已准备就绪，这是有明确路线图的国家工程，绝不是虚张声势。 所以说太空资源争夺已是白热化

$BA - GREER: SWISS TO BUY MORE BOEING PLANES

$BA - *BOEING: OFFERING A RATIFICATION BONUS OF $6,000

$BA - CHINA CIVIL AVIATION REGULATOR HEAD MET WITH AIRBUS CEO IN BEIJING - OFFICIAL PUBLICATION

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$BA - TRUMP: BOEING IS DOING REALLY WELL TRUMP: AUSTRALIA BUYS A LOT OF BOEING AIRPLANES

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$BA - BOEING SET TO WIN CONDITIONAL EU ANTITRUST APPROVAL FOR $4.7 BILLION ACQUISITION OF SPIRIT AEROSYSTEMS, SOURCES SAY

$NOC $LMT $BA - PENTAGON'S HEGSETH OKAYS US NAVY NEXT-GENERATION FIGHTER, SOURCES SAY After months of delay, the Pentagon will select as soon as this week the defense company to design and build the Navy's next stealth fighter, a U.S. official and two people familiar with the decision said, it will be a multibillion-dollar effort for a jet seen as central to U.S. efforts to counter China.

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PENTAGON URGES MISSILE MAKERS TO BOOST OUTPUT 🔸 Pentagon asking suppliers to double or quadruple missile production amid concerns over potential conflict with China. 🔸 Request delivered in high-level meetings with top U.S. defense contractors. 🔸 Public companies involved include $BAESY, $BA, $GE, $GD, $HII, $LHX, $LMT, $NOC, $RTX.

$BA - FAA EXPECTED TO LIFT CAP ON 737 MAX PRODUCTION BUT TIMING UNCLEAR, SOURCES SAY -- WSJ

$BA - BOEING DEFENSE UNION PROPOSES $10,000 BONUS TO END LABOR STRIKE

$BA - *BOEING IS SAID IN TALKS TO SELL AS MANY AS 500 PLANES TO CHINA

Boeing, $BA, workers to strike for the first time in three decades, per Bloomberg

$BA - *BOEING DEFENSE UNION POISED TO STRIKE FOR FIRST TIME SINCE 1996

$BA - *BOEING DEFENSE UNION REJECTS 4-YEAR CONTRACT, POISED TO STRIKE

$BA - WHITE HOUSE OFFICIAL: JAPAN TO BUY 100 BOEING PLANES

Boeing, $BA, delivers most airplanes since late 2023 after ramping up 737 Max output, per CNBC

The EU plans to impose retaliatory tariffs on US imports, including on Boeing, $BA, if Trump puts a baseline levy on the bloc’s goods as many expect, per Bloomberg.

JUST IN: Boeing $BA stock plummets 7.7% premarket following passenger plane crash with 242 people on board.

$BA - BOEING SHARES DROP FURTHER, DOWN 8.2%

$BA - BOEING SHARES DROP 7% PREMARKET Boeing shares slide in premarket trading after an Air India plane carrying more than 200 passengers crashed near an airport in the western Indian city of Ahmedabad

The Trump Justice Department and Boeing, $BA, have reached a deal allowing the airplane company to avoid prosecution over 737 Max crashes.

Boeing, $BA, would avoid guilty plea, prosecution over 737 Max crashes in possible DOJ deal, per CNBC

$BA - BOEING REACHES TENTATIVE U.S. NON-PROSECUTION AGREEMENT IN FATAL CRASHES CASE, SOURCES SAY BOEING NO LONGER AGREES TO PLEAD GUILTY IN FATAL CRASHES CASE, SOURCES SAY U.S. DEPARTMENT OF JUSTICE WEIGHING NON-PROSECUTION AGREEMENT WITH BOEING IN FATAL CRASHES CASE VERSUS TAKING COMPANY TO TRIAL, SOURCES SAY

$BA - TRUMP: BOEING AGREEMENT IS FOR OVER $200 BLN

$BA - TRUMP: BOEING ORDER THE LARGEST IN HISTORY

$BA - QATAR SIGN AVIATION AGREEMENT TO PURCHASE JETS FROM U.S. BOEING

China has removed the Boeing, $BA, ban, after China-US deal, per Bloomberg.

The United Kingdom will purchase $10 billion of Boeing, $BA, planes, U.S. Commerce Secretary Howard Lutnick said

$BA - LUTNICK: UK WILL ANNOUNCE IT WILL BUY $10 BLN WORTH OF BOEING PLANES

$BA - QATAR AIRWAYS IS POISED TO ORDER FOR AROUND 100 BOEING CO. WIDEBODY JETS, WITH AN OPTION FOR AS MANY MORE

$BA - RYANAIR MAY CANCEL BOEING ORDERS IF TARIFFS IMPACT PRICE - SOURCES

NAVARRO: OTHERS ARE WILLING TO BUY BOEING JETS CHINA WON'T TAKE

$BA - NAVARRO: WE NEED TO HAVE BOEING'S BACK