这次解禁的，很可能是_老虎社区_美港股上老虎 - 老虎社区

这次解禁的，很可能是一级市场多轮融资后，综合持仓成本大多在35美元/股区间那部分

异动解读｜SpaceX夜盘下跌7.53%，首份财报营收大超预期但AI烧钱加剧叠加千亿解禁潮逼近

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读｜SpaceX夜盘下跌7.53%，首份财报营收大超预期但AI烧钱加剧叠加千亿解禁潮逼近\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-08-05 08:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>8月5日，SpaceX夜盘下跌7.53%，报115.89美元/股。公司发布上市以来首份季度财报，营收78亿美元同比增长92%，大幅超出市场预期的69亿美元；AI业务运营亏损12.6亿美元，远好于预期的23.9亿美元。</p><p>然而，二季度资本支出高达184亿美元，其中AI相关支出158亿美元，且CFO明确表示未来两个季度支出规模将维持高位。与此同时，8月6日约9.12亿股限售股即将解禁，潜在抛压接近千亿美元，当前空头仓位占流通股比例已达34%。业绩利好被巨额资本开支与供给压力对冲，股价承压。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCX":"SPAC and New Issue ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124580235","content_text":"8月5日，SpaceX夜盘下跌7.53%，报115.89美元/股。公司发布上市以来首份季度财报，营收78亿美元同比增长92%，大幅超出市场预期的69亿美元；AI业务运营亏损12.6亿美元，远好于预期的23.9亿美元。然而，二季度资本支出高达184亿美元，其中AI相关支出158亿美元，且CFO明确表示未来两个季度支出规模将维持高位。与此同时，8月6日约9.12亿股限售股即将解禁，潜在抛压接近千亿美元，当前空头仓位占流通股比例已达34%。业绩利好被巨额资本开支与供给压力对冲，股价承压。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"SPCX":1}},"isVote":1,"tweetType":1,"viewCount":1,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":75,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/593487043789656"}