炒美股，就跟着马斯克和川普，就完事了！🧐 太空科技公司 推荐价 现价 #RKLB 57 👉 87 #ASTS 79 👉 111 #PL 12.94 👉 28 #FLY 21.3 👉 29.35 #RDW 7.48 👉 14.2

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

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

2026年值得关注的顶级增长主题 • 加密货币 | $HOOD $COIN $BMNR • 量子 | $IONQ $RGTI $QBTS • 机器人 | $TSLA $SYM $ISRG $RR • 核能 | $OKLO $LEU $GEV $UUUU • AI 公用设施 | $CRWV $NBIS $IREN $CIFR • AI 芯片 | $NVDA $TSM $ASML $AMD • 电网与电力 | $CEG $NEE $VST $EOSE • 无人机 | $ONDS $UMAC $DPRO $AVAV • AI 数据平台 | $PLTR $SNOW $MDB • AI 安全 | $CRWD $ZS $PANW $RBRK • 太空经济 | $RKLB $ASTS $PL $RDW • AI 网络 | $AVGO $ALAB $MRVL $CRDO • AI 云 | $MSFT $AMZN $GOOGL $DOCN $ORCL cc @BTCBruce1

2025年表现最好的15个美股，看看你曾经在哪个车上，说说ticker 买价和卖价 我先来，iren，35到70，open，7到10，nbis记不清了，很快下车，看到就涨了很多了，mp，60到80。 这15个之外的就很多了，收益率甚至更高。 1. $IREN +535% 2. $OKLO +431% 3. $CIFR +346% 4. $OPEN +310% 5. $NBIS +302% 6. $EOSE +276% 7. $MP +276% 8. $QBTS +251% 9. $HOOD +250% 10. $ASTS +228% 11. $QS +220% 12. $PL +217% 13. $SYM +194% 14. $JMIA +185% 15. $MU +183%

QUICK MARKET SUMMARY: CONSUMER: 🔸 Colgate ( $CL): New $5B buyback, dividend to $0.52. 🔸 $NCLH: Upgraded to Equal Weight (Morgan Stanley). 🔸 Lennar ( $LEN): Q1 EPS $2.14 (est. $1.73), rev $7.63B (est. $7.49B); Q2 orders 22.5k-23.5k, deliveries 19.5k-20.5k. 🔸 Nike ( $NKE): Q3 EPS $0.54 (est. $0.28), rev $11.3B (est. $11.03B); guides Q4 rev down mid-teens. 🔸 $NIO: Q4 rev $2.7B (est. $2.79B), EV deliveries up 45%; Q1 guide: 41k-43k vehicles, rev $1.69B-$1.76B (est. $2.48B). 🔸 Torrid ( $CURV): Q4 sales -6.1% y/y; guides Q1 sales $264M-$274M (est. $279M), EBITDA below estimates. 🔸 Target ( $TGT): Files $1B note offering due 2035. Energy/Industrials/Materials: 🔸 FedEx ( $FDX): Q3 EPS $4.51 (miss), rev $22.2B (beat); cuts FY25 guidance. 🔸 Nucor ( $NUE): Q1 EPS guide $0.50-$0.60 (est. $1.09); sees lower steel product prices. 🔸 Planet Labs ( $PL): Q4 loss -$0.08 (est. -$0.02), rev $61.6M; Q1 guide below est. 🔸 U.S. Steel ( $X): Q1 EBITDA $125M (in line), EPS loss guided larger than est. 🔸 BP ( $BP): Elliott pushes for cost cuts, possible board changes (Reuters). Healthcare: 🔸 Assembly Bio ( $ASMB): Files $250M mixed shelf. 🔸 Editas ( $EDIT): CFO stepping down. 🔸 Foghorn ( $FHTX): Files $100M shelf. 🔸 J&J ( $JNJ): Plans $55B investment in U.S. manufacturing/research. 🔸 Maravai ( $MRVI): Guides Q1 rev $43M-$45M (est. $63M). 🔸 Vor Bio ( $VOR): Files $350M shelf. Tech/Media/Telecom: 🔸 Micron ( $MU): Q2 EPS $1.56 (beat), rev $8.05B; Q3 guide above est. 🔸 Luminar ( $LAZR): Sees slower Q1, FY25 rev growth 10%-20%. 🔸 Quantum ( $QUBT): Q4 loss -$0.47 (miss), rev $62k; chip foundry launch in 2025. 🔸 Super Micro ( $SMCI): Upgraded to Neutral (JPM), price target raised to $45.

MORNING RECAP ❖ Alaska Airlines ( $ALK) to launch direct flights to Tokyo and Seoul from Seattle in 2025 post-Hawaiian acquisition. ❖ Casey’s General Store ( $CASY) Q2: EPS $4.85, revs down 2.9% to $3.95B. Grocery up 8.8%, Fuel down 8.8%. ❖ eBay ( $EBAY) downgraded to Underperform by Jefferies, target cut to $52 from $60. ❖ Stellantis ( $STLA) and CATL to invest €4.1B for a low-cost EV battery plant in Spain. ❖ Toll Brothers ( $TOL) Q4: EPS $4.63, revs up 10% to $3.33B. Backlog down 6.9%, contracts up 30%. ❖ Vail Resorts ( $MTN) Q1: EPS ($4.61), revs $260.28M. Guides net income to $240M-$316M. ❖ Anglo American ( $NGLOY) faces charges in Chile over El Soldado copper mine issues. ❖ Celanese Corp. ( $CE) appoints Scott Richardson as CEO effective Jan 1, 2025. ❖ Fluence Energy ( $FLNC) offers $300M in convertible bonds due 2030. ❖ Planet Labs ( $PL) Q3: EPS loss (-$0.02), revs $61.3M. Q4 revenue expected at $61M-$63M. ❖ Amazon ( $AMZN) and Intuit ( $INTU) expand partnership, leveraging AWS since 2013 for enhanced customer experiences. ❖ Arthur J. Gallagher ( $AJG) offers $8.5B in common stock at $280/share. ❖ Cohen & Steers ( $CNS) AUM up to $91.4B from $89.7B, driven by $1.9B market appreciation, offset by net outflows. ❖ Lazard ( $LAZ) AUM at $234.4B, with $3B market appreciation, $2.3B net outflows, and $2.2B forex depreciation. ❖ Eli Lilly ( $LLY) launches $15B share buyback, increases dividend by 15% to $1.50/share. ❖ Fate Therapeutics ( $FATE) shares positive Phase 1 data for FT819 in treating lupus, showing sustained B-cell depletion and remission in first patient. ❖ HealthEquity ( $HQY) Q3: EPS $0.78 vs. est. $0.72; revs $300.4M vs. est. $290M; adjusted EBITDA up 24% to $118.2M. Forecasts FY24 EPS $3.08-$3.16, revs $1.185B-$1.195B. ❖ Oracle ( $ORCL) Q2: adj EPS $1.47 vs. $1.48 est., revs $14.06B vs. $14.12B est. AI demand boosts Oracle Cloud Infrastructure by 52%; Total Remaining Performance Obligations up 49% to $97B; Cloud Revenue up 24% to $5.9B. ❖ Braze ( $BRZE) Q3: adj EPS $0.02 vs. loss (-$0.01) est., revs $152.1M vs. $148.19M est. Q4 guidance and FY25 revenue outlook raised to $588M-$589M. ❖ https://t.co/dPTowbRrks ( $AI) Q2: revs up 29% to $94.3M, adj EPS loss (-$0.06) vs. (-$0.16) est. Q3 revs forecast at $95.5M-$100.5M; FY25 revenue expected at $378M-$398M. ❖ Micron Technology ( $MU) receives $6.1B subsidy for U.S. semiconductor facilities. ❖ MongoDB ( $MDB) Q3: adj EPS $1.16 vs. $0.69 est., revs up 22% to $529.4M. Atlas revenue up 26%, customer base at 52,600. Raises FY25 EPS and revenue forecasts; CFO resigns. ❖ Taiwan Semiconductor ( $TSM) November sales up 34% y/y to NT$276.06B, down 12.2% m/m.