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The "Trump-Musk trade" ignites the aerospace sector in the U.S. stock market, and related concept stocks surge this week.
Analysts indicated that aerospace stocks surged significantly this week, partly due to the rebound of the "Trump-Elon trade."
Rocket Lab Options Spot-On: On November 15th, 132.23K Contracts Were Traded, With 631.32K Open Interest
Backed by Musk, SpaceX is "wealthy": valuation may exceed 250 billion, the second-in-command urges regulators to "hurry up", we have nearly 5 million customers.
Media reports suggest SpaceX's internal share offering in December could bring the company's valuation to $255 billion, a 20% increase in half a year. The President of SpaceX stated that technology is easy, people are difficult, and regulators are the toughest, regulatory approvals must be expedited; the Starship is expected to make its sixth test flight as early as next Tuesday, with an anticipated 400 flights in the next four years; Starlink satellite internet service has nearly 5 million customers, planning to launch a direct-to-satellite phone service in December, with a huge satellite broadband market, "it will be very difficult to catch up with us", but the industry still has enough room for competition.
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