https://www.youngju.dev/blog 천천히 올바르게. AI Researcher & DevOps Engineer Youngju's tech blog. GPU/CUDA, LLM, MLOps, Kubernetes AI workloads, distributed training, and data engineering. ko fjvbn2003@gmail.com (Youngju Kim) fjvbn2003@gmail.com (Youngju Kim) Thu, 18 Jun 2026 00:00:00 GMT https://www.youngju.dev/blog/finance/2026-06-18-space-satellite-economy-investing.en https://www.youngju.dev/blog/finance/2026-06-18-space-satellite-economy-investing.en Falling launch costs are bringing space down to the level of industry. Centered on satellite communications, observation, and defense, we map the growth drivers and key company ecosystem of the space economy, and examine monetization, capital intensity, and regulatory risks from both bullish and bearish perspectives in a balanced way. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financespacesatelliteinvestingaerospacenewspace https://www.youngju.dev/blog/finance/2026-06-18-space-satellite-economy-investing.ja https://www.youngju.dev/blog/finance/2026-06-18-space-satellite-economy-investing.ja 打ち上げコストの低下により、宇宙が産業の舞台へと降りてきています。衛星通信・観測・防衛を中心に、宇宙経済の成長動力と主要企業のエコシステムを整理し、収益化・資本集約・規制リスクを強気と弱気の両面からバランスよく見ていきます。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financespacesatelliteinvestingaerospacenewspace https://www.youngju.dev/blog/finance/2026-06-18-space-satellite-economy-investing https://www.youngju.dev/blog/finance/2026-06-18-space-satellite-economy-investing 발사 비용 하락으로 우주가 산업의 무대로 내려오고 있습니다. 위성통신·관측·국방을 중심으로 우주 경제의 성장 동력과 주요 기업 생태계를 정리하고, 수익화·자본집약·규제 리스크를 강세와 약세 양쪽 관점에서 균형 있게 살펴봅니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financespacesatelliteinvestingaerospacenewspace