2026-01-08 10:22:06

Commercial aerospace indeed has strong money-making potential. The basic rhythm is a dip of one or two days followed by a rebound of 2-4 days, with high liquidity activity. I also participated in a target yesterday, which rose by 8 percentage points today; this momentum is indeed extraordinary.

Looking at the catalysts this month, new rockets like Tianlong-3, Zhishen-1, and Gushen-1 are all making moves. More importantly, a leading commercial aerospace company is scheduled for factory inspection in China in mid-January, which often triggers a chain reaction. Short-term market trends still have momentum.

Especially worth noting is the SpaceX industry chain. Its current valuation has already reached $1.5 trillion. Elon Musk’s more aggressive goal is to deploy 100GW of data centers annually within 4 to 5 years through Starship. How big is this scale? Referencing the current supply chain development in the robotics industry, it’s expected that SpaceX and related tech giants will need to rapidly expand their supplier networks to adapt. This means opportunities across the entire upstream and downstream industry chain.

Overall, the strength and sustainability of this aerospace sector’s current rally may exceed expectations. It’s recommended to monitor the movements of industry leaders, especially in areas like rocket technology breakthroughs and SpaceX’s supply chain collaborations. For risk diversification, themes like commercial aerospace, satellite navigation, and low-altitude economy are also worth paying attention to.

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MissedTheBoat

· 01-11 09:07

Eight points are indeed outrageous, but I am more optimistic about the opportunities in the supply chain sector. SpaceX's valuation of 1.5 trillion, if this Starship deployment truly materializes, the entire industry chain will have to move accordingly. However, to be honest, while the short-term rebound pace is clear, don't be fooled by行情 like 8 points; missing out is more painful than losses. With new rockets piling up and factory inspections happening again, the signals are indeed strong. But the key is to see who can benefit from the supply chain. Can the logic of the robotics industry be replicated? That's somewhat questionable. But the low-altitude economy is definitely worth paying attention to; it might be the next hot spot. Playing this in the short term requires quick action; once the sentiment cools, the rebound space will disappear.

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DataChief

· 01-09 02:58

Eight points are nothing; I hit a daily limit yesterday with a涨停板. Commercial aerospace is really crazy. 100GW data center deployment? If this scale really gets laid out, the entire industry chain will have to take off together. Wait, could the factory inspection be just hype again... Let’s see if I can hold on for a few more days. SpaceX’s valuation is 1.5 trillion, Elon Musk’s ambitions are right here. We should enjoy some of the benefits. The leading companies must hold their ground. Don’t sleep on the low-altitude economy either.

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GateUser-beba108d

· 01-08 14:40

Elon Musk's move this time is indeed aggressive. How much of the supply chain needs to be mobilized for a 100GW data center? The entire industry chain will have to move. --- 8 points? I also got in yesterday, but not this aggressively. I feel there's still room to push. --- Factory audits can easily trigger a chain reaction. I'm optimistic about this wave of catalysis. --- SpaceX's valuation has reached 1.5 trillion, it's crazy, but there might really be opportunities in the supply chain sector. --- A dip for a day or two, then a rebound for 2-4 days? This rhythm is a bit outrageous. With such high market activity, short-term trading is still possible. --- The leading rocket companies have been quite active this year. It feels like the market is indeed different. --- Low-altitude economy and commercial spaceflight—these two themes are overall promising. Diversified deployment shouldn't be a problem.

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OnChainDetective

· 01-08 10:51

wait, +8 points in a day? that's the kind of price action that usually signals something... sketchy. lemme dig into the transaction patterns here—aerospace pumps don't move like that without coordinated wallet activity.

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APY_Chaser

· 01-08 10:51

8 points? Impressive. My holdings are also following along, just waiting for the factory review wave. That SpaceX line is indeed outrageous. There are definitely opportunities in the supply chain sector, the key is who can capitalize on them. In the short term, it depends on whether we can break the previous high; otherwise, it’s another round of harvesting the leek. The capital in this track is really active, but everyone needs to control their stop-loss well. Suddenly I remembered, if Starship deployment really comes to fruition, the entire industry chain will have to be reshuffled.

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DisillusiionOracle

· 01-08 10:46

Yesterday at 8 o'clock? Bro, are you serious? Why didn't I catch the bottom? Wait, 1.5 trillion Elon Musk still isn't enough? This guy is really a bit crazy. Regarding supply chain expansion, there is indeed potential upstream and downstream. It feels like domestic aerospace concept stocks still need to explode another wave. Can small incidents like factory inspections trigger chain reactions? Funds are really so active that they have nowhere to go. Could the low-altitude economy be the next target for the next sucker...

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PriceOracleFairy

· 01-08 10:45

ngl the supply chain arbitrage play here is absolutely chef's kiss... 100GW deployment means someone's gotta manufacture those parts and nobody's pricing in the MEV yet

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NftDeepBreather

· 01-08 10:44

The rhythm of bottoming out and rebounding is indeed steady. I also jumped in yesterday, and today’s 8% gain is definitely in the bag. That SpaceX chain is truly a gold mine. With a valuation of 1.5 trillion USD, the supplier system is about to explode. This wave of aerospace might really exceed expectations. Remember the leader. There’s still room for short-term growth, and the factory review process will definitely have some issues. 100GW scale—just imagine how crazy the upstream and downstream must be. Commercial aerospace, satellites, low-altitude economy—this layout is not a loss. This month’s catalysts are stacking up, definitely a golden period.

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BankruptcyArtist

· 01-08 10:40

Taking off with 8 points directly, this rhythm is really amazing... But speaking of which, SpaceX's valuation of 1.5 trillion feels like it's almost reaching the GDP of a certain country.

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