SpaceX: AIの最終フロンティア：投資判断OW、目標株価300ドルで調査開始

研报英文原文证据摘录

SpaceX: AIの最終フロンティア：投資判断OW、目標株価300ドルで調査開始

FoundationM図表 7: 運用中または開発中の注目すべき軌道級ロケット

Rocket Lab Firefly Stoke Space Rocket Lab RKTs Progress Firefly ULA ULA LandSpace CASC SpaceX CASC Relativity Space NASA Blue Origin CASC Blue Origin SpaceX SpaceX

Electron Alpha Nova Neutron Soyuz-2 Eclipse Atlas V Vulcan Centaur Zhuque-3 Long March 10B Falcon 9 Long March 12B Terran R SLS New Glenn (7x2) Long March 9 New Glenn (9x4) Starship (v3) Starship (v4)

Height 59 ft 96.7 ft 132 ft 141 ft 152 ft 183 ft 191 ft 202 ft 216 ft 230 ft 230 ft 236 ft 284 ft 322 ft 322 ft 374 ft 400 ft 408 ft 466 ft

Diameter 3.9 ft 7.2 ft 12.5 ft 23 ft 9.8 ft 17.7 ft 12.5 ft 18 ft 15 ft 16.5 ft 12 ft 14 ft 18 ft 27.6 ft 23 ft 35 ft 23 ft 30 ft 30 ft

Max Payload to LEO 300 kg 1,030 kg 3,000 kg 13,000 kg 8,200 kg 16,300 kg 18,850 kg 27,200 kg 11,800 kg 16,000 kg 22,800 kg 20,000 kg 33,500 kg 95,000 kg 45,000 kg 150,000 kg 70,000 kg 100,000 kg 200,000 kg

Reusability Expendable Expendable Fully Reusable Partially Reusable Expendable Partially Reusable Expendable Expendable Partially Reusable Partially Reusable Partially Reusable Partially Reusable Partially Reusable Expendable Partially Reusable Partially Reusable Partially Reusable Fully Reusable Fully Reusable

1st Stage Propellant LOX / Kerosene LOX / Kerosene LOX / Methane LOX / Methane LOX / Kerosene LOX / Kerosene LOX / Kerosene LOX / Methane LOX / Methane LOX / Kerosene LOX / Kerosene LOX / Kerosene LOX / Methane LOX / Hydrogen LOX / Methane LOX / Methane LOX / Methane LOX / Methane LOX / Methane

Reached Orbit? Yes Yes No (Not Launched) No (Not Launched) Yes No (Not Launched) Yes Yes Yes No (Not Launched) Yes Yes No (Not Launched) Yes Yes No (Not Launched) No (Not Launched) No (suborbital tests) No (Not Launched)