故事线
SPCX 的行情从来不是一天天孤立的。这里把分散的新闻按主线串起来——每条线都是一部可以一直追下去的连续剧。
MSCI报告指出SpaceX治理问题，IPO后股价盘前下跌5%
SpaceX has received the lowest possible ESG rating, adding a new dimension to the governance concerns flagged by MSCI. This development specifically tests whether ESG funds that excluded the stock will be vindicated, with direct implications for ESG-focused ETFs.
美国太空军开展太空军事演习，目标将卫星部署时间缩短至数小时
Rocket Lab has successfully executed the Victus Haze mission for the US Space Force, pairing its spacecraft with a True Anomaly vehicle to demonstrate rapid threat characterization and rendezvous operations in orbit. This is a concrete operational milestone for the exercise previously covered in Thread #1040, adding new details about the launch execution and mission partners.
Alphabet因DeepMind高管离职大跌6%，AI板块拖累纳指下行
分析师David Katz对AI超大规模云计算商持乐观态度，趁跌买入谷歌和微软，同时对芯片股保持谨慎，为市场下跌提供了新的分析视角。
NASA与波音Starliner复飞时间不确定，安全顾问称或需一年
NASA's safety advisory panel has weighed in on the Starliner situation, indicating that despite progress on technical issues, the spacecraft may not fly again for up to a year. This is a new update on the ongoing Starliner grounding with a concrete timeline estimate from safety advisers.
SpaceX内部人员锁定期2027年6月到期，市场供应压力引发关注
A major SpaceX insider lockup is set to expire in June 2027, drawing comparisons to similar lockup expiry dynamics experienced by Meta, Uber, and Rivian shareholders. This is a new story focused on potential future share supply pressure distinct from any existing thread.
美国授权伊朗石油销售，股市回落，期权市场显示担忧情绪
The US has authorized Iranian oil sales, triggering a stock market pullback. Options markets are flashing growing concern, while Micron announces a partnership with Anthropic amid broader macro uncertainty.
主线一有新进展，第一时间推给你
跨天叙事的每一步更新，跟着 T哥 一起追。