LUNR wait and see
对 “太空联盟” 最近的观察
省流概览标的类型看什么风险级别 lunr 事件催化型登月任务成败、大合同落地⭐⭐⭐⭐rdw 合同驱动型国防订单持续性、能否扭亏⭐⭐⭐pl 基本面改善型营收增长持续性、AI 赋能⭐⭐⭐rklb 龙头验证型 Neutron 首飞、估值消化⭐⭐⭐asti 纯概念投机技术趋势、资金情绪⭐⭐⭐⭐⭐整个板块最大的顺风： 美国政策在加速太空投入（Artemis 登月、Golden Dome 太空防御、太空军扩军）...
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