Space Industry To See Another 'Stellar Year' In 2025, Investor Says
Space Industry To See Another 'Stellar Year' In 2025, Investor Says
The private space industry had a breakout year in 2024 and the upward trend looks poised to continue into 2025. Here's a look at the trends that could shape the future of the space industry.
私人航天行業在2024年迎來了突破性的一年，向上的趨勢似乎會持續到2025年。以下是可能塑造航天行業未來的趨勢。
Trump Catalyst: Investors are gearing up for incoming President Donald Trump who oversaw the establishment of NASA's Artemis program, the re-launch of the National Space Council and the creation of the Space Force during his first term in office.
特朗普催化劑：投資者正爲即將上任的總統特朗普做好準備，他在第一任期內監督了NASA阿爾忒彌斯計劃的建立、國家航天委員會的重啓以及太空部隊的創建。
James Bruegger, chief investment officer of Seraphim Space, also sees space being a focus of the second Trump administration, especially in the face of China's "increasing assertiveness" in space technology.
Seraphim Space的首席投資官詹姆斯·布魯格認爲，航天將是第二個特朗普政府的重點，特別是在中國在科技領域"日益強勢"的情況下。
Communication Satellites: Bruegger also said he expects 2025 to be the year that direct-to-device satellite connectivity goes mainstream and pointed to Apple's recent $1.5 billion investment in Globalstar as an example.
通信衛星：布魯格還表示，他預計2025年將是直接到設備的衛星連接走向主流的一年，並指出蘋果最近對全球星的15億投資作爲例子。
AST SpaceMobile, Inc. (NASDAQ:ASTS) is building a cellular broadband network in space to operate directly with standard, unmodified mobile devices and could benefit from other carriers looking to space to improve connectivity. The company recently announced a partnership with Vodaphone to expand the carrier's global broadband connectivity.
ASt SpaceMobile, Inc. (納斯達克:ASTS)正在建立一個在太空中與標準未修改的移動設備直接操作的蜂窩寬帶網絡，並可能受益於其他運營商尋求太空改善連接性。該公司最近宣佈與沃達豐合作，以擴大該運營商的全球寬帶連接。
Market Interest: Investors showed growing interest in private space companies in 2024 and Bruegger expects the trend to continue into 2025. He pointed to Rocket Lab USA, Inc. (NASDAQ:RKLB) as one of the most valuable private space companies with a market cap of $13.61 billion as of Monday. Rocket Lab shares have gained more than 375% in 2024.
市場興趣：投資者在2024年對私人航天公司的興趣日益增長，布魯格預計這一趨勢將持續到2025年。他指出，美國火箭實驗室公司（納斯達克：RKLB）是市值136.1億的最有價值私人航天公司之一。截至週一，火箭實驗室的股票在2024年上漲了超過375%。
Intuitive Machines, Inc. (NASDAQ:LUNR) is another space company to watch in the new year. The company successfully landed its Odysseus lunar lander on the moon in February 2024 to become the first U.S. spacecraft to land on the surface of the moon since the end of the Apollo era in the 1970s.
直覺機器公司（納斯達克：LUNR）是新一年值得關注的另一家航天公司。該公司在2024年2月成功將其Odysseus登月器着陸於月球，成爲自1970年代阿波羅時代結束以來第一艘成功着陸月球的美國宇宙飛船。
The company is positioned for continued growth in 2025 with long-term NASA contracts and two new contract awards from NASA's Near Space Network announced last week. Intuitive Machines shares are up over 640% this year.
該公司在2025年有望繼續增長，擁有長期的NASA合同以及上週宣佈的來自NASA近空間網絡的兩個新合同。直覺機器公司的股票今年上漲超過640%。
"As we look ahead to 2025, we expect it to be once again a stellar year for SpaceTech," Bruegger said.
"展望2025年，我們預計將再次成爲一個恒星幣的年份，"布魯蓋爾說道。
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Photo: Shutterstock
Photo: Shutterstock
譯文內容由第三人軟體翻譯。
