Reuters Event TradeCodex · 实盘观望把握 5/10
北京时间·🕒 发布 07-02 15:11:52时区推断·待核决策时所见发布时间偏差 −19h(已更正)·⟳ 抓取 07-02 15:11:52·⚡ 决策 07-01 20:29:24 −18h42m·117.9 天前
NASA向Astrobotic、Firefly和Intuitive Machines授予总额约5.9亿美元登月着陆器合同
NASA官网与公司公告确认合同属实，Firefly Aerospace（FLY.US）获约1.442亿美元、Intuitive Machines（LUNR.US）获最高1.483亿美元，Astrobotic获2.979亿美元且正在被Voyager Technologies（VOYG.US）收购。
📄 原文Reuters Event Trade↗ 原文
NASA on Tuesday awarded $590 million worth of contracts to Astrobotic, Firefly Aerospace (FLY.O) and Intuitive Machine…
观望 Firefly Aerospace（FLY.US）
事件方向偏利好且Firefly执行记录最好，但消息已于2026-06-30美股盘中传播并已有股价反应，本次又缺少stock_quote真实报价，先观望。
观望 Intuitive Machines（LUNR.US）
公司获NASA最高1.483亿美元合同但执行瑕疵历史明显，消息已传播且无法取得真实价，暂不追。
观望 Voyager Technologies（VOYG.US）
Astrobotic合同金额最大但Voyager Technologies（VOYG.US）只是并购映射，且已有明显同向反应，edge不够清晰。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
关键理由
- NASA官网与公司公告确认合同属实，Firefly Aerospace（FLY.US）获约1.442亿美元、Intuitive Machines（LUNR.US）获最高1.483亿美元，Astrobotic获2.979亿美元且正在被Voyager Technologies（VOYG.US）收购。
- 合同金额对商业航天小盘股有叙事和订单背书意义，尤其Firefly Aerospace（FLY.US）已有Blue Ghost成功着陆记录，执行可信度相对更高。
- 但公开传播时间早于本次信号，Reuters/Investing显示2026-06-30美股盘中已报道，WSJ摘要称Voyager Technologies（VOYG.US）、Firefly Aerospace（FLY.US）、Intuitive Machines（LUNR.US）当日已有同向上涨，短线新鲜度和剩余edge被削弱。
主要风险
- CLPS登月合同执行周期到2028年且技术风险高，Intuitive Machines（LUNR.US）过去两次着陆器均出现倾倒，订单不等于短期利润兑现。
- stock_tools行情工具本次返回取消，无法取得可审计真实报价；按规则不能对任何标的输出ENTER。
原文全文
展开原文 · 2,293 字
NASA on Tuesday awarded $590 million worth of contracts to Astrobotic, Firefly Aerospace (FLY.O) and Intuitive Machines (LUNR.O) for more uncrewed lunar lander missions in late 2028 as the agency seeks to ramp up commercial moon activities under its Artemis program .
Astrobotic, a Pittsburgh-based moon lander company in the process of being acquired by Voyager Technologies (VOYG.N) , won a $297.9 million contract to deliver two landers. Firefly won a $144.2 million contract for a single lander mission and Intuitive Machines was awarded $148.3 million, also for a single lander mission.
The contracts are part of a "phase one" effort by NASA chief Jared Isaacman to quickly send more robotic missions to the lunar surface as the agency races with China to establish a long-term presence on the moon involving more difficult endeavors, such as landing humans there and building a moon base.
"Phase one, getting reliably to the surface — this is core part of that," NASA's moon base chief Carlos García-Galán said on Tuesday during a talk with Isaacman hosted by the space agency.
"We need to test many times in different places to be able to say that we’ve got that down, because we’re going to be putting very high-value assets on those landers," García-Galán said.
NASA and other customers will buy space on the landers for various scientific instruments, sensors and experiments aimed at studying the lunar surface.
Isaacman, who has shaken up NASA's Artemis architecture since taking office in December, envisions a flurry of robotic and crewed lunar missions that will help the U.S. private sector build up experience landing things on the moon before establishing a permanent human presence.
All three companies have attempted uncrewed moon landings since 2024, with only Firefly's Blue Ghost lander successfully touching down intact and upright on the surface in March 2025 - the first private company to achieve such a feat.
Astrobotic's Peregrine mission failed in Earth orbit shortly after launch in January 2024. Intuitive Machines' Nova-C lander made it to the surface the following month but tipped over, followed by another attempt in 2025 in which the lander again tipped over , scuttling the science objectives for most of its onboard payloads.
Astrobotic, a Pittsburgh-based moon lander company in the process of being acquired by Voyager Technologies (VOYG.N) , won a $297.9 million contract to deliver two landers. Firefly won a $144.2 million contract for a single lander mission and Intuitive Machines was awarded $148.3 million, also for a single lander mission.
The contracts are part of a "phase one" effort by NASA chief Jared Isaacman to quickly send more robotic missions to the lunar surface as the agency races with China to establish a long-term presence on the moon involving more difficult endeavors, such as landing humans there and building a moon base.
"Phase one, getting reliably to the surface — this is core part of that," NASA's moon base chief Carlos García-Galán said on Tuesday during a talk with Isaacman hosted by the space agency.
"We need to test many times in different places to be able to say that we’ve got that down, because we’re going to be putting very high-value assets on those landers," García-Galán said.
NASA and other customers will buy space on the landers for various scientific instruments, sensors and experiments aimed at studying the lunar surface.
Isaacman, who has shaken up NASA's Artemis architecture since taking office in December, envisions a flurry of robotic and crewed lunar missions that will help the U.S. private sector build up experience landing things on the moon before establishing a permanent human presence.
All three companies have attempted uncrewed moon landings since 2024, with only Firefly's Blue Ghost lander successfully touching down intact and upright on the surface in March 2025 - the first private company to achieve such a feat.
Astrobotic's Peregrine mission failed in Earth orbit shortly after launch in January 2024. Intuitive Machines' Nova-C lander made it to the surface the following month but tipped over, followed by another attempt in 2025 in which the lander again tipped over , scuttling the science objectives for most of its onboard payloads.
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