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$SPCX$ 跌多点，我在等入仓

Anthropic曝845亿SpaceX承诺，星舰入轨再加把火？

SpaceX(SPCX)周二收涨2.59%，延续星舰(Starship)首次入轨的里程碑热度，更劲爆的是Anthropic的一份文件披露了对SpaceX高达845亿美元的承诺，显示AI巨头正把算力与连接押向太空。马斯克此前放话在轨算力(orbital compute)到2028年将远超分析师预期，Starlink有望成为地球"事实上的"互联网。不过外媒提醒，Oura等案例显示当前IPO市场其实相当脆弱，太空叙事的高估值仍需基本面兑现。当Anthropic用845亿真金白银背书，SpaceX的在轨算力故事会加速商业化，还是估值已透支？

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