摩根士丹利重申对Rocket Lab(RKLB)的“增持”(Overweight)评级,维持目标价105美元不变,并将牛市情况下的最乐观目标价从185美元上调至293美元。
据Odaily星球日报报道,摩根士丹利分析师认为,对Iridium的收购将拓宽Rocket Lab的潜在市场空间,并将其重新定位为垂直整合的太空平台;尽管SapceX相较Rocket Lab具备规模和成本优势,但后者正在向前者的模式靠拢。
摩根士丹利上调Rocket Lab牛市目标价至293美元
2026-07-08 12:14:18
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