NVDA
NVIDIA
-- 110.570 AVGO
Broadcom
-- 179.450 TSLA
Tesla
-- 263.450 PLTR
Palantir
-- 80.460 MRVL
Marvell Technology
-- 72.280 Now is the time to focus! Can the "Space-Related Stocks" that carry dreams reach the sky with "Trump x Mask"? Some stocks have soared by an astonishing 1500%.
After the U.S. presidential election, space-related stocks in the U.S. stock market have risen strongly and become a prominent presence as one of the winners after the election.
As the inauguration of the next U.S. President Trump approaches (January 20th, U.S. Eastern Time), investors around the world are beginning to prepare for the "Trump 2.0 era".Some stocks have soared by an astonishing 1500%.Investors around the world are beginning to prepare for the "Trump 2.0 era".Attention is also focused on the impact on U.S. space policy.The market sees the possibility of a more proactive policy shift towards NASA's current policies by the new administration. Mr. Musk, an important partner of Mr. Trump, is expected to play a central role in leading this transformation.
As a result of this influence,stocks related to space have shown a significant increase after the US presidential election.Looking at the rate of increase from November 5th, the space battery stock, $KULR Technology (KULR.US)$has alreadyrecorded an increase of over 1530%.A closed-end fund that owns SpaceX, $Destiny Tech100 (DXYZ.US)$isExperienced an increase of about 500%.in the American space exploration company. $Intuitive Machines (LUNR.US)$ SpaceX's competitor, $Rocket Lab (RKLB.US)$, Cosmos Infrastructure Group, $Redwire (RDW.US)$bothincreased by more than 120%is in effect.
However, what is noteworthy is that the sharp rise of KULR is the result of the company benefiting from multiple positive factors such as the introduction of 'Bitcoin Reserve' and space-ready batteries.
There has been attention on how 'Trump x Masks' will impact the American space industry since his election. In the field of space driven by the state, Trump has played an important role as the head of the administration. During his first term as president, he promoted the 'Artemis Plan' aiming for the US moon landing. On the other hand, SpaceX, founded by Musk, holds a significant position in the American space sector. The company provides essential services not only for transporting supplies and astronauts into space, but also for NASA and the US military.
Furthermore,With a high interest in space and collaboration between two individuals with innovative thinking, there is a potential 'dramatic' change in US space policy.By bringing a 'dramatic' change to US space policy.President Trump hasJared Isaacman, a billionaire, entrepreneur, and astronaut, has been appointed as the next Administrator of the National Aeronautics and Space Administration (NASA).As a private astronaut, Mr. Isaacman has completed two space flights and one spacewalk. Notably, both of his space flights were operated by SpaceX.Mr. Isaacman himself is a close friend of Mr. Musk.He is also the person who appears in the background image of Musk's personal profile on X (formerly Twitter).Furthermore, he is the person depicted in the background image of Musk's personal profile.He is the person depicted in the background image of Musk's personal profile.
In April 2024, the World Economic Forum and McKinsey & Company jointly released a report.宇宙産業の莫大な可能性を明らかにした。レポートによると、通信、測位、ナビゲーション、地球観測サービスなどの宇宙技術の発展により、2035年までに世界の宇宙経済規模は1.8 trillionドルに達する見通しThat is, this will be a crucial engine driving global economic growth over the next 10 years. The annual average growth rate is 9%に達し、5%の世界GDP名目成長率を大きく上回った。さらに、データ取得の機会が増加し、宇宙へのアクセスコストが低下することで、宇宙経済は最大で2.3 trillion dollarsmay reach.
● Launch service provider
A commercial small rocket company in the United States specializing in launching services for small and medium-sized rockets, which has established an overwhelming position in the world market following SpaceX and its stock price has risen by over 370% since the beginning of this year. $Rocket Lab (RKLB.US)$370% or moresince the beginning of the year.It is rising.
● Space Infrastructure and Services
American space exploration companies $Intuitive Machines (LUNR.US)$has been attracting attention as a new lunar exploration company. The company recently announced that it has signed an additional contract with NASA's Near Space Network (NSN) program. Since the beginning of this year, the stock price hasrisen by about 640%is in effect.
plays a core role in space infrastructure $Redwire (RDW.US)$is a leader in space infrastructure covering many key areas from space manufacturing to advanced space exploration robot technology. The company's core technology is essential for future space missions and commercialization beyond Earth. Since the beginning of this year, the company's stock price has risen byover 500%is in effect.
ETC, a commercial space company $Momentus (MNTS.US)$ and a space infrastructure pioneer, $Sidus Space (SIDU.US)$However, there is a possibility that the upward trend will continue until the end of the year due to expectations for the Trump administration.
● Satellite Communications
is a US low Earth orbit satellite related stock $AST SpaceMobile (ASTS.US)$is working on building a global low Earth orbit satellite internet by using existing 4G/5G communication frequencies and standards, enabling direct connection to satellites without modifying devices such as smartphones. The company has risen by over 260% this year.more than 260% increaseis in effect.
In addition, $EchoStar (SATS.US)$、 $Globalstar (GSAT.US)$、 $Iridium Communications (IRDM.US)$、 $Telesat (TSAT.US)$、 $Viasat (VSAT.US)$However, there is a possibility that the upward trend will continue until the end of the year due to expectations for the Trump administration.
●Geographic Information
Image Processing
$Planet Labs PBC (PL.US)$は、13年以上の歴史を持つ地球イメージング企業である。同社は、世界最大のリモートセンシング衛星コンステレーションを運用しており、地表画像データの高頻度収集と高度なAI分析技術を通じて、世界中の政府および民間顧客に対して、変化のモニタリングや地理情報の洞察を提供している。同社は今年70％以上上昇is in effect.
$Spire Global (SPIR.US)$は、宇宙データ、分析、宇宙サービスの提供企業である。同社は今年、 $NVIDIA (NVDA.US)$と提携し、AIを活用した天気予報を開発すると発表した。Spireによれば、これにより従来の数値気象予報モデルでは実現が難しい、迅速な更新が可能なグローバル予報やその他の機能を提供できるようになるとしている。同社は今年80％以上上昇is in effect.
●宇宙電池
$KULR Technology (KULR.US)$BATTERY is a battery technology company that provides cutting-edge energy storage solutions primarily for space, aerospace, and defense sectors, with NASA as one of its customers. However, the company recently started a "Bitcoin Reserve". This was announced on December 4th, with KULR, which had over $12 million in cash on its balance sheet, promising to allocate 90% of the excess cash to Bitcoin.
- Aerospace and defense-related companies
●Components Manufacturer
●US Space ETF
In addition, there are several US Space ETFs in the US stock market.
a closed-end fund that invests heavily in SpaceX, $Destiny Tech100 (DXYZ.US)$Since the presidential election.Approximately 500%.Has surged.
$ARK Space Exploration & Innovation ETF (ARKX.US)$: Invest in stocks related to space exploration and innovation, classified into four themes: orbital space, suborbital space, realization technology, and space-related benefits.
$Procure Space Etf (UFO.US)$It aims to be the benchmark for stocks of global companies engaged in space-related businesses, such as those utilizing satellite technology.
$Spdr Series Trust S&P Kensho Final Frontiers Etf (ROKT.US)$It aims to capture companies that provide products and services to promote innovation in deep space and deep-sea exploration.
$Ishares Trust U.S. Aerospace & Defense Etf (ITA.US)$It aims to track the performance of the Dow Jones US Select Aerospace & Defense Index, which includes companies engaged in the development, manufacturing, and support of aerospace and defense systems.
Source: World Economic Forum, X, PayLoadSpace
This article utilizes auto-translation in some parts.
moomoo News: Sherry
This article utilizes auto-translation in some parts.
moomoo News: Sherry
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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