research notes

Ahwei's supply-chain research

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SpaceX 訪台擴大下單帶動低軌衛星概念股；台廠卡位分成衛星端零組件（昇達科、華通、同欣電）與地面終端（啟碁、耀登），動能從衛星發射轉向關鍵零組件，並隨衛星汰換週期延伸到 2027/2028 之後。