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joker2232
猎鹰9号竖在加州4E发射台，这次送的是军用载荷。把发射当新闻看没意义，它更像一条产能信号。
同一枚火箭既能发星链，也能接USSF-259。这说明商业订单和国防订单在抢同一条产线、同一批发射窗口。
链条往下走：军用任务优先级更高，商业发射的排期就更被动。目前只能确认到这一步，具体挤掉谁没有公开数据。
大实话是，盯下一次星链的发射间隔。如果间隔拉长，就说明产能确实被分流了。
#汇丰上调SpaceX目标价，长期估值分歧加剧 $ZEC
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