RKLB 因 Neutron 问题下跌 20%：由于碳纤维贮箱存在气穴，首飞推迟至 2027 年年中，且 RKLB 市销率达 40 倍，Neutron 占订单储备的很大一部分。我长期仍持乐观态度：复合材料需要反复试错，但一旦解决，将带来巨大的工程与减重优势；风险是真实存在的。
逐段跳播
所以 Dan，对 Rocket Lab 来说这是艰难的一周。股票代码 RKB。在公司表示其 Neutron 火箭出现了新问题之后，股价下跌了约20%。
So Dan, it has been a tough week for Rocket Lab. Ticker RKB. Shares are down about 20% after the company said there's a fresh issue with its Neutron rocket.
是的，就是那枚 Neutron 火箭，我们原本希望它在2024年首飞，现在预计要到2027年年中，因为工程师在他们正在制造的碳纤维贮箱中发现了微小的气泡。
Yes, the Neutron rocket, the one we hope for first flight in 2024, now looking at mid 2027 because engineers discovered tiny air pockets in a carbon fiber tank they're manufacturing.
我认为股价的反应是合理的。Rocket Lab 的市销率是40倍。Neutron 是订单储备中的重要部分。我理解这种担忧。
I think the stock's reaction makes sense. Rocket Lab is priced at 40 times sales. Neutron is a big part of the backlog. I get the concern.
不过我仍然乐观。我认为管理层一开始就提醒过，碳复合材料需要大量的反复试验。我们在787上见过这种情况。在我们尝试做的每一件事上都见过这种情况。要把它做对真的很难。但一旦做对了，就能带来巨大的工程和重量优势。
I remain optimistic though. I think management has warned going in that carbon composits require a lot of trial and error. We saw this with the 787. We've seen this with everything you've tried to do.
It's just really hard to get right. Uh but there are massive engineering and weight advantages once they get it right.
我也很欣赏公司的坦诚。他们决定主动公布这件事，而不是干等着财报。我认为他们对我们很诚实。
I also appreciate the company's cander. They decide to come forward with this instead of just waiting for earnings. I think they're being honest with us.
这不是胆小的人能碰的。风险是真实存在的，但即便经历了这次挫折，我仍然对 Rocket Lab 的长期潜力很感兴趣。
This is not one for the faint of heart. The risks are real, but I am remain intrigued by Rocket Lab's long-term potential even after this setback.
这个频道对 $RKLB 的历次判断
The Motley Fool 在这只股票上共 2 条判断，这里只列相邻的几条。