Artemis II溅落成功：太空板块靴子落地，短期交易窗口关闭，关注长期载人登月叙事验证

1. 核心事实剥离

事件本质： NASA Artemis II任务宇航员成功完成溅落，标志着自阿波罗计划以来首次载人绕月任务圆满完成；可交易变量为太空/国防板块风险溢价收窄预期。〔SRC:"Four years ago, Nasa estimated that $93bn (£69bn) would be spent on Artemis between 2012 and 2025 – much higher than previous estimates"；"Just 14 minutes after reentering the Earth's atmosphere th