聚焦太空科技行业2026年展望(英)-Morgan Stanley-2026.16。fraying EU-US relations) have driven increased interest in sovereign solutions,expanding the opportunity set for commercial Space names.We downgrade IRDM to EW from OW as we expect incremental uncertainty in the early days of the company’s strategic pivot to keep stock range-bound in the NT.
聚焦太空科技行业2026年展望(英)-Morgan Stanley-2026.16。fraying EU-US relations) have driven increased interest in sovereign solutions,expanding the opportunity set for commercial Space names.We downgrade IRDM to EW from OW as we expect incremental uncertainty in the early days of the company’s strategic pivot to keep stock range-bound in the NT.
聚焦太空科技行业2026年展望(英)-Morgan Stanley-2026.16。fraying EU-US relations) have driven increased interest in sovereign solutions,expanding the opportunity set for commercial Space names.We downgrade IRDM to EW from OW as we expect incremental uncertainty in the early days of the company’s strategic pivot to keep stock range-bound in the NT.
覆盖 2026 年,全文共 48 页。
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重点分析了太空科技行业2026年展望、Morgan、Stanley等议题。