【SpaceX分羹】马斯克开启星际时代！提前布局影子股：RDW 太阳能机翼、IRDM 全球卫星网，抓住 2026 最大致富机会！

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投资不是赌博

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而是一场有准备的出击

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我是福哥家人们

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而最近呢我们看到很多的关注这个航天啊

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的家门啊

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经常问到啊

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福哥啊

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这个斯SPA要上市了对吧

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肯定是今年最大的风口

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福哥有什么建议吗

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我们怎么能够是被他上市

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我们普通人怎么分一杯羹是吧

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那首先呢肯定的啊

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那斯杯茶这次呢听说啊会有一个30%

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这个打新呐给到这个散户的家人们

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第二个啊有可能就是因为门槛可能会有点高啊

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可能抢不到啊

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因为都在抢全球

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所以呢这个加门的福哥呃

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今天呢重点讲一下

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那么斯SPA上市那么有哪些啊

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相关的这个航天个股有机会呢

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啊今天给他负责给大家讲两个标的

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就是我们的这个啊led wi啊

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还有泰兴通讯啊

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那首先呢这个大家知道啊

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就是十倍才上市啊

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他肯定而不是一个简单的一个公司IPO啊

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他是整个商业航天板块的一个催化剂了啊

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就像当年这个苹果上市

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带动整个消费电子产业链一样

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斯SP茶作为航天的龙头哈

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商业航天的龙头

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上市后会直接拉动整个产业链的估值

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订单和现金流

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所有和他绑定了公司肯定会有一波红利啊

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这是肯定无疑的

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所以呢这个家们可能不知道是贝加

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现在呃肯定是很牛了啊

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可回收火箭技术啊

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可以说它发射成本是全球

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所以是最有优势的星链计划覆盖全球

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还有NASA最大商业伙伴

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那估值这是要干到

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听说要干到2万亿啊

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啊相当于好几个传统航天巨头的总和

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这足以说明啊

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这个市场对未来航天行这个看好程度

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那今天福哥分享的这两个标题

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大家拿好笔记啊

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这个太平通讯和led one

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那可以说这两个额个股呢

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是跟斯SPA是实打实的深度合作啊

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是产业链上最直接的收益标的

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那首先我们讲啊

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就像这个泰兴通讯IRDM啊

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这样的记一下代码啊

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就是这支票的核心逻辑是space查的最核心的

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长期发射客户

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相当于斯space的长期稳定订单来源

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它也是卫星通信领域的龙头

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他怎么跟S被查绑定呢

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大家知道在17年到我19年啊

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这3年斯贝塔用着FON啊

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这个九火箭帮这个一星通信

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把75颗核心卫星全部送入轨道

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而且后续的补充卫星还是找斯SP叉发射

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最关键的是啊

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斯贝叉和回收火箭

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帮这个IRDM大幅降低了发射成本

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成本降低了

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那么什么他这个公司的股票

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毛利率就直接上去了

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业绩直接受益

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所以最近的很啊

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这个我们的一星通讯

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这个真的是随着慈悲茶要上市临近

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你看基本呢是多头猛如虎啊

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所以呢斯悲差的高估值上市

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会带动整个啊商业航天板块估值上亿

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那么IRDM作为龙头

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估值肯定会跟着涨啊

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最近的走势我们就看到了

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第二斯space上市后的融资扩充

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发射频率

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大家知道肯定会更高

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成本会更低

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那么这个IRDM作为未来的这个卫星

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扩容更划算

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那么第三呢

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之前大家都担心信念和这个IRDN竞争

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现在看来什么两者是互补新链子吧

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他是做了个低轨宽带

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IRDM做的是全球窄带通信

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竞争压力解除

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估值会修复

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而斯SPA上市是大大的利于

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可以说我们的这个IIRDM

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因为有更多的啊公司啊

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未来的通信公司会跟呃这个IDM进行合作

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会推动啊这个IDM更往前走

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所以IRDA嘛可以说它基本面很稳

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而是全球唯一全覆盖L波段的卫星通讯网

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军方海事航空都有光驱

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所以家人们呢我们呢接下来呢一星通讯

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它现在已经从底部站上了一个前期的一个压力

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高位了啊

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所以三菱只要企稳

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他就要奔怎么样

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第一个目标四零去了

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第二个目标那就要奔了他的钱搞六零去了

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所以有持有的家人们不用担心

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好家门呢我们的一个给大大啊

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就是我们的异性腾讯家人们

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那我们第二支是什么呢

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我相信也很熟悉了啊

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福哥也经常讲的啊

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就是我们的LDERWI福哥讲过

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他是这个space a的核心硬件供应商

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相当于给什么switch做配套零件的

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最核心的就是什么lows转轴式太阳能

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我们现在的航天太空站上啊

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这些太阳能都是这个lead wide的lows转轴

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太阳翼啊

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按能源都是通过来它的供应

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我们red y可以说是斯杯茶的新建

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和龙飞船的核心太空供电商

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除此之外

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它还提供什么在轨道实验设备

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3D打印卫星组件

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都是斯杯茶的刚需产品啊

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所以更关键的是

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LEY和斯杯茶是双向绑定

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因为led外

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所有太空实验都是靠马斯贝塔的龙飞船

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发射和返回

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相当于两者其实什么呀

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离谁都离不开谁

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而且lid one还是NASA的核心供应商啊

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现在我们都知道它的这个市盈率啊

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是非常的低了啊

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估值只有5~6倍

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远远低于这个商业航天板块的平均水平

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所以家人们福哥说过了

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就是red why帮会走一波属于它的一个修复行情

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所以家人大家可以关注啊

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就十块钱下方啊

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闭着眼睛买啊就可以了

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第一个目标四五块啊

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第二个目标啊

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大家可以看到二十二十一肯定要破新高了啊

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这作为我们的航天的核心龙头之一

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细分龙头之一

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它也不会低于百亿市值的

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那现在它市值不到20亿

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所以家们有LEONE的家门

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安心持有

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想除了这个呃

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一星通信

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还有led wii

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那么我们的这个还有几支呢

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这相关作业股啊也简单给他提一下

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这是我们的这个经常问到的lucky啊

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Lucky lab

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他既是斯杯茶的竞争对手

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也是产业链伙伴啊

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航天板块估值一抬升

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那肯定他也要抬升了

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所以呢现在我们从技术面上我们明显感觉到啊

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就是他的这个技术面啊

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是重心也是上低的

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你看压不下去了

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就在六五就六零职业

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你看就是一个强支撑

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所以65601站稳

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他好疑问

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要冲100去的啊

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RKLB啊

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然有加文也可以继续吃哦

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啊不用担心

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这也是未来的

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可以说航天板块的估值上来

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这个RKLB也会受益啊

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有没有家人们已经关注了

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IRDM或者letter wide

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大家可以啊

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福哥的视频上方啊扣个一啊

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符合看到的话

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我让这个助理好联系你啊

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拉你进福歌的社交群

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因为福歌会在这个社群里面啊

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就会经常的分享啊

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我们的这个太空啊

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慈悲查的相关的呃

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受益的个股

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让我们在群里面啊更好的交流吧

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好家人们今天分享到这里

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