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琦晨晨
#RocketLab财报前瞻：Neutron火箭进展如何？ tron是Rocket Lab中长期估值核心，也是本次财报最大看点。项目已经再次推迟至2027年首飞，核心卡点集中在一级碳纤维储箱制造缺陷；发动机、整流罩、二级等子系统进度相对顺利，但储箱问题会拉长整体测试周期、抬升研发费用、推迟中型复用发射收入兑现。市场预期已经下调，但电话会管理层对储箱工艺整改、测试计划、资金消耗节奏的表态，依然是短期股价波动的关键变量。
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