As the global space industry market, led by the U.S. private space company SpaceX, grows rapidly, interest in related stocks continues in the domestic stock market as well. SpaceX's reusable rocket technology, the expansion of its satellite internet service 'Starlink', and the expansion of its space exploration business are cited as key factors stimulating investment sentiment.

In the domestic stock market, Sphere, KenkoAerospace, AJU IB Investment, Mirae Asset Venture Investment, Sea Bestel Holdings, and HVM are mentioned as representative SpaceX-related stocks. These companies are engaged in businesses such as aerospace parts production, specialty metals supply, and space industry investments, and are expected to benefit from the growth of the space industry.

However, during the morning session on the 11th, the stock prices of related companies showed mixed trends. KenkoAerospace fell 12.58% to 19,670 won, while Mirae Asset Venture Investment (down 11.53%), HVM (down 8.38%), and AJU IB Investment (down 4.01%) subsequently showed weakness. On the other hand, Sphere rose 5.40%, recording a relatively strong performance.

The market analysis suggests that risk appetite has partially recovered as expectations grow for a de-escalation of geopolitical tensions surrounding the United States and Iran. U.S. President Donald Trump stated on the 10th (local time) that he had direct contact with Iranian authorities to discuss the cessation of airstrikes, adding that the airstrikes against Iran could be halted soon. Accordingly, global financial markets are paying close attention to the possibility of reduced Middle East risks.

Experts agree that the space industry is a long-term growth sector, but they advise investors to closely examine actual business relevance, order backlogs, and technological competitiveness before investing in related stocks. They analyze that a 'selective investment' strategy is necessary, focusing on companies that play a substantial role within the aerospace supply chain, rather than simply approaching it as a thematic investment.

Going forward, the market is expected to keep an eye on SpaceX's launch schedule, the expansion of the Starlink business, changes in U.S. aerospace policy, and the potential increase in global space industry investments as key variables.

[This article was written with the assistance of AI. This article is intended to provide information for reference in making investment decisions and does not recommend the purchase or sale of specific stocks. Any losses resulting from stock investments are the responsibility of the investor, and investment decisions must be made after sufficient review and under one's own responsibility.]