摩根士丹利研报解读：中国火箭回收技术首秀成功，SpaceX 面临最大的长期竞争威胁
TechFlow Post·Jul 13, 2026·3 sources·positive
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摩根士丹利研报认为中国长征十号B火箭海上回收成功标志着中国航天追赶进度超预期，对SpaceX构成长期竞争威胁。
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摩根士丹利研报解读：中国火箭回收技术首秀成功，SpaceX 面临最大的长期竞争威胁
TechFlow Post
Jul 13, 2026
China landed a rocket booster for the first time; Japan tested its own reusable rocket the next day. Cue questions about SpaceX's dominance cracking. It isn't, and Wall Street shows why. Price targets on SpaceX go as high as $800 a share (Morgan Stanley at $300, Goldman forecasting SpaceX's revenue
@larkdavis
Jul 13, 2026
China landed a rocket booster for the first time; Japan tested its own reusable rocket the next day. Cue questions about SpaceX's dominance cracking. It isn't, and Wall Street shows why. Price targets on SpaceX go as high as $800 a share (Morgan Stanley at $300, Goldman forecasting SpaceX's revenue
@larkdavis
Jul 13, 2026