$RKLB · Schwab Network · 2026-11-06
若太空基础设施建设展开，Rocket Lab 在建设和部署太空基础设施方面处于有利位置，说话者认为这将会发生，不过与 SpaceX 不同，它不会销售自家产品。说话者非常看好这家公司，尽管它今年表现不及预期，且近期遭受了一次打击。
逐段跳播
但 Rocket Lab 是一个我们正在讨论数据中心“别建在我家后院”或政治问题的名字。如果我们能像 Elon Musk 说的那样在太空建设基础设施，像 Rocket Lab 这样的公司就处于有利位置。
but Rocket Lab is a name where we're discussing that 'not in my backyard' or political issue of data centers. If we can build infrastructure in space as Elon Musk says, companies like Rocket Lab are well-positioned to do so.
你知道，Rocket Lab 和 SpaceX 的区别在于，除了万亿美元估值之外，SpaceX 卖的是自己的产品。Rocket Lab 会帮你建设和部署太空基础设施。如果情况真是这样——我认为会是这样——那么这是一家今年表现不如预期的公司。
它在过去几天遭受了相当大的打击。这是一家我真的很喜欢的公司。
And you know, the difference between Rocket Lab and SpaceX is that, in addition to the trillion-dollar valuation, SpaceX sells their own products. Rocket Lab will help you build and deploy infrastructure in space.
If that's the case, which I think it will be , then this is a company that hasn't performed as expected this year. It has suffered quite a blow in the last few days. This is a company I really like.
这个频道对 $RKLB 的历次判断
Schwab Network 在这只股票上共 6 条判断，这里只列相邻的几条。