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CITIC Securities: Unwavering Optimism for Long-Term Growth in Commercial Aerospace, Emphasizing Core Asset Investments
18 hour ago /
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Author：小编
According to the research report from CITIC Securities, Amazon's anticipated acquisition of Globalstar, coupled with SpaceX's swift expansion into space computing capabilities, is set to intensify global rivalry within the commercial aerospace arena. On the domestic front, significant advancements in reusable rocket technology are projected to materialize within this year, providing an additional boost to the industry's progression. CITIC Securities maintains a bullish outlook on the sector's enduring growth trajectory and advises investors to concentrate their efforts on core assets, while also keeping a close eye on opportunities related to "inflation-linked" investments and "emerging marginal additions".
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