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hiigee
10-09 21:33
$Rocket Lab USA, Inc.(RKLB)$
起飞 起飞
hiigee
10-08 22:04
$SpaceX(SPCX)$
还是很强很稳,外面其他股票跌成啥样了。
hiigee
10-07 21:39
$Rocket Lab USA, Inc.(RKLB)$
加倍还回去
hiigee
10-07 21:33
$SpaceX(SPCX)$
太强势了这个股票
hiigee
10-06
$SpaceX(SPCX)$
短期看涨2.5万亿
hiigee
10-06
$Rocket Lab USA, Inc.(RKLB)$
卖掉RKLB买入SpaceX
hiigee
10-05
$SpaceX(SPCX)$
太强了简直
hiigee
09-10
$SpaceX(SPCX)$
看涨2.5万亿
hiigee
09-04
$AST SpaceMobile, Inc.(ASTS)$
hiigee
09-03
随便
抱歉,原内容已删除
hiigee
09-01
$Rocket Lab USA, Inc.(RKLB)$
hiigee
08-31
$SpaceX(SPCX)$
spacex不断新高,rklb不断新低怎么回事
hiigee
08-28
$SpaceX(SPCX)$
真墨迹啊半个月都不动的
hiigee
08-19
$伯克希尔B(BRK.B)$
太不争气了
hiigee
07-27
$应用材料(AMAT)$
开始走熊了要不要卖
hiigee
06-23
$半导体产品(BK4141)$
hiigee
06-22
$Credo Technology Group Holding Ltd(CRDO)$
太腻马强了
hiigee
06-12
$SpaceX(SPCX)$
先跌20个点吓破散户胆,然后被拉起来20%
hiigee
06-12
$AST SpaceMobile, Inc.(ASTS)$
今晚20个点起步
hiigee
06-04
SpaceX史上最大IPO — 多空拆解 先说事实:SpaceX已向SEC递交招股书,定价$135/股,估值1.77万亿美元,路演6月4日启动,6月11日定价,6月12日纳斯达克挂牌(代码SPCX),募资目标750亿美元——碾压沙特阿美的史上最大IPO纪录 星链确实是印钞机,但xAI并购拖进了巨大亏损黑洞——xAI 2025年经营亏损$63.6亿,占整体亏损大头。IPO募资750亿本质上既在加速扩张,也在给烧钱续命。 1. 星链垄断是真实的:LEO宽带市场市占率85%+,千万用户、63% EBITDA利润率——这不是PPT,是运转中的现金牛 2. 发射端护城河:全球商业发射市占率超80%,二梯队(Rocket Lab、Blue Origin)还在追 3. 被动资金洪流:市场预期SPCX会被快速纳入纳指100,触发数百亿ETF被动买入 4. 太空经济确实在放量:行业总收入已跨过$6130亿,增速15-20%,叙事已从"概念"切换到"基础设施" • SPCX个股:开盘大概率被情绪和被动买盘推高(马斯克光环+纳指100预期),但1.77万亿的锚定估值极其昂贵,首日冲高后的半年内才是真正的定价博弈——核心观察指标只有一个:星链用户增速 vs xAI烧钱速度。如果星链增长放缓或监管出手(FCC频谱/轨道碎片规则),估值压缩会很剧烈。 • 其他太空股(RKLB、ASTS、UFO/ARKX这类ETFs):短线可能因为SpaceX虹吸效应被抽流动性而跌,但如果SpaceX定价成功、确立"商业航天=真生意"的锚,二线太空股反而可能出现估值重构的补涨机会——前提是它们自己有订单/收入,而不是纯概念。
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