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2025.12.12 10:22

🔥【Reward Interaction】Space stock fever is coming! SpaceX IPO rumors ignite the market, a comprehensive look at potential stock opportunities!

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Recently, a wave of space stocks collectively surged, making many people exclaim "rocket launch"! As a global aerospace giant, SpaceX's latest moves have added fuel to the feast. Besides market rumors that it is actively advancing its IPO plan and bringing in external advisors to evaluate listing paths, Elon Musk himself recently proposed a disruptive new concept—"Space Data Center".

SpaceX IPO Progress: Why Is It So Eye-Catching?

As the absolute leader in the private aerospace sector, SpaceX is reportedly approaching a trillion-dollar valuation. Morgan Stanley believes that Musk's "Space Data Center" concept will significantly boost SpaceX's valuation. Think about it—if SpaceX successfully goes public, its market cap could easily surpass hundreds of billions or even a trillion, driving a "multiplier effect" across the entire industry chain—from satellite launches to space tourism, opportunities abound!

Why Did Space Stocks Suddenly Soar? Analysis of Key Drivers

The "explosive popularity" of space stocks is not unfounded but the result of multiple positive factors. Simply put, here are the main drivers:

  • SpaceX IPO Expectations Ignite Ecosystem Valuation: Reports indicate SpaceX plans to IPO in 2026, directly enhancing the "anchoring effect" of the entire space ecosystem. Investors see small and mid-cap space stocks as "structurally undervalued" because they share the demand cycle validated by SpaceX.
  • Rise of AI Data Center and Space Fusion Theme: OpenAI is exploring the acquisition of Stoke Space (a competitor to RKLB), aiming to place AI data centers in orbit to leverage space's unlimited energy and natural cooling. This has sparked the "space computing" narrative, with emerging concepts like "space data centers" further driving momentum.
  • Acceleration of Technological and Policy Milestones: SpaceX completed over 100 U.S. launches in 2025, marking improved commercial space efficiency and lowering industry barriers. After the Trump administration took office, defense budgets further increased, emphasizing space security and commercialization, stimulating defense-related space stocks.

In short, the rise of space stocks is not a flash in the pan but possibly the start of a "long bull"—high risk but even more enticing returns. Especially under the current Fed rate-cut expectations, growth stocks are entering a golden window.

Space Stock Opportunities: Categorized and Handpicked Picks

The space industry chain is long and full of opportunities. Here are some noteworthy stocks categorized by type, focusing on those with SpaceX supply chain links or independent business models—high short-term upside potential and long-term ecosystem positioning.

1. Rocket Launch Services

  • $Rocket Lab(RKLB.US): The busiest small rocket company globally, with 18 successful launches in 2025.
  • $Virgin Galactic(SPCE.US): Leader in space tourism ticketing, Delta spacecraft set to relaunch in 2026.

2. Space Infrastructure and Services

  • $Redwire(RDW.US): Core supplier of solar panels and robotic arms for SpaceX and Blue Origin.
  • $Momentus(MNTS.US): Expert in orbital "space tugs," specializing in satellite relocation.
  • $TERRAN ORBITAL CORPORATION.US: The U.S. military's favorite small satellite manufacturer.
  • $Intuitive Machines(LUNR.US): The first private company to return humans to the Moon's South Pole.
  • $Sidus Space(SIDU.US): Supplier of AI edge computing and lunar economy hardware.

3. Satellite Communications

  • $AST SpaceMobile(ASTS.US): Dark horse in direct phone-to-satellite connectivity, with contracts signed with AT&T and Vodafone.
  • $Echostar(SATS.US): A veteran global satellite communications operator.
  • $Iridium Comm(IRDM.US): The world's only truly global satellite phone and IoT network.
  • $ViaSat(VSAT.US): Leader in in-flight WiFi and defense communications.

4. Earth Observation and Imaging

  • $Planet Labs(PL.US): Daily Earth imaging company with ~10% ownership by Google.
  • $BlackSky Tech(BKSY.US): High-frequency real-time geospatial intelligence company.
  • $Spire Global(SPIR.US): Global leader in space-atmosphere-ocean data.

5. SpaceX-Heavy Closed-End Funds

  • $Destiny Tech100(DXYZ.US) （Destiny Tech100）: The only NYSE-listed company allowing retail investors to legally hold heavy SpaceX positions.

For more space stock insights, check out >>《🚀 SpaceX Seeks IPO! Valuation at 1.5 Trillion—Space Stock Storm Sweeps, RKLB & ASTS Surge, DXYZ Soars! 🌌》

Epilogue: Space Is Not Just a Dream, But a Fortune

SpaceX's IPO is just the tip of the iceberg—the space stock frenzy heralds the prelude to humanity's "interstellar era." SpaceX is driving hot trading in space concept stocks. Which company do you think will see the biggest gains in December? Join the discussion—the top three high-quality views will win 188 task coins! Let's witness "bulls to space" together! 🚀

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