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lawson 2026

lawson 2026

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10-08

$SK海力士(SKHY)$ 明天还会暴跌吗？

10-08

$SpaceX(SPCX)$ 公司资金没能跟上步伐，严重影响开发速度。

10-08

$英伟达(NVDA)$ 210-220才是正常价

10-08

$SpaceX(SPCX)$ 机构操盘太假了，2次拉升引诱你们进去再下跌。

10-07

$SpaceX(SPCX)$ 会不会3连跌？

10-07

$SK海力士(SKHY)$ 会不会3连跌

10-07

$SK海力士(SKHY)$ 盘中暴跌，储存承压

10-07

为什么跌？

AI+航天“双引擎”启动！高盛看高SpaceX至230美元

10-07

$SpaceX(SPCX)$ 先清空吧

去老虎APP查看更多动态

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15:03","market":"hk","language":"zh","title":"AI+航天“双引擎”启动！高盛看高SpaceX至230美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2673225031","media":"智通财经","summary":"根据管理层的评论，高盛认为，SpaceX在2026年底前将地面算力规模扩大至2.4GW的可见度较高。高盛强调，星舰持续发射和部署将推动飞行器进行后续迭代和调整，使SpaceX能够持续取得进展并应对技术障碍。高盛在研报中重申对SpaceX的“买入”评级，12个月目标价由220美元上调至230美元，较上周五收盘价由近45%的上涨空间。","content":"<html><head></head><body><p>10月6日，在<a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>即将于美东时间11月5日公布2026年第三季度业绩之前，高盛在近日发布的研报中基于公司近期交易活动、最新公开表态、以及关键企业用例和模型开发进展，更新并上调对该公司人工智能(AI)业务预测，包括算力容量、营收及利润率预测。随着公司持续保持高水平执行能力，高盛还将进一步梳理2026财年至2028财年潜在的算力变现情景，并认为，在更广泛的AI运营环境没有出现修正的情况下，未来6-18个月AI业务的预测仍相对保守(相较于市场一致预期)。此外，对于<a href=\"https://laohu8.com/S/000901\">航天</a>业务，高盛还讨论了近期的相关新闻，并思考随着未来几年发射频率和可重复使用能力持续提升，这些进展可能如何影响公司的长期发展机遇。</p><p>高盛围绕三个关键的投资者争论点/问题展开此次业绩前瞻：</p><p><strong>1、未来约12-18个月，投资者应如何看待地面算力基础设施的建设?</strong></p><p>根据管理层的评论，高盛认为，SpaceX在2026年底前将地面算力规模扩大至2.4GW的可见度较高。进入2027年，预计推动地面算力向5-10GW区间迈进的关键变量包括：(a)电力与冷却;(b)机房主体(即数据中心基础设施);以及(c)服务器容量。</p><p>其地面算力容量预计2027年底达到7.0GW、2028年底达到10.6GW。这三个变量目前都仍处于动态变化之中，高盛将关注未来几个月的进展，以此判断地面算力容量的发展情况。</p><p><strong>2、SpaceX能够从地面算力中实现怎样的变现水平(每GW对应多少营收)?</strong></p><p>考虑到近期一系列公司层面的进展(包括签署新的托管协议、基础模型改进等)，以及整个行业的动态(供需失衡、token需求持续增长等)，高盛仍然对SpaceX中期以较高费率实现算力基础设施变现的能力持乐观态度。高盛针对算力变现和托管协议提出了多种情景分析，并基于此认为，该公司未来几年AI业务营收存在较当前市场一致预期大幅上行的潜力。</p><p><strong>3、近期星舰发射应如何理解，以及其对连接和AI业务有何影响?</strong></p><p>高盛强调，星舰持续发射和部署将推动飞行器进行后续迭代和调整，使SpaceX能够持续取得进展并应对技术障碍。随着这些调整不断推进，预计该公司将越来越接近实现其在可重复使用能力和发射频率方面的目标。</p><p>此外，高盛认为，星舰将推动一系列具有重要意义的业务释放机会——包括当前的宽带/移动通信业务，以及未来的轨道算力业务——既能够提升容量(例如下行链路容量)，也能够改善单位经济效益。</p><p><strong>高盛在研报中重申对SpaceX的“买入”评级，12个月目标价由220美元上调至230美元，较上周五收盘价由近45%的上涨空间。</strong>该行继续认为，SpaceX在以下领域具备良好的扩张条件：<a href=\"https://laohu8.com/S/00031\">航天</a>业务(发射与可重复使用)、连接业务(宽带及移动卫星星座)以及AI业务(算力、X等)。在未来5年以上的时间跨度内，上述每一个市场都有潜力发展成为规模达数万亿美元的机会。</p><p>与此同时，高盛仍然看好合并后公司的垂直整合战略，以及由此形成的结构性成本和竞争优势。该行预计，这些优势将在未来几年进一步积累并增强发展势头。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI+航天“双引擎”启动！高盛看高SpaceX至230美元</title>\n<style 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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\">\nAI+航天“双引擎”启动！高盛看高SpaceX至230美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-06 15:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1503874.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月6日，在SpaceX即将于美东时间11月5日公布2026年第三季度业绩之前，高盛在近日发布的研报中基于公司近期交易活动、最新公开表态、以及关键企业用例和模型开发进展，更新并上调对该公司人工智能(AI)业务预测，包括算力容量、营收及利润率预测。随着公司持续保持高水平执行能力，高盛还将进一步梳理2026财年至2028财年潜在的算力变现情景，并认为，在更广泛的AI运营环境没有出现修正的情况下，未来...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1503874.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","ARTY":"ISHARES FUTURE AI & TECH ETF","XOVL":"Defiance Daily Target 2X Long XOVR ETF","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","AGIX":"通用人工智能 ETF-AGIX","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares","MARS":"Roundhill Space & Technology ETF","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","XOVR":"ERShares Private-Public Crossover ETF","GSX":"Tradr 2X Long GS Daily ETF","SPCG":"2倍做空SpaceX ETF-Tradr","LU0056508442.USD":"贝莱德世界科技基金A2","BK4504":"桥水持仓","SPCH":"2倍做多SpaceX ETF-Leverage Shares","IE00B19Z3B42.SGD":"Legg Mason 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NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","WSPC":"WisdomTree Space Economy UCITS ETF","SPCQ":"2倍做空SpaceX ETF-Defiance","UUP":"美元ETF-PowerShares DB","UDN":"做空美元指数-PowerShares","SPCU":"2倍做多SpaceX ETF-Defiance","DSPC":"1倍做空SPCX ETF-Leverage Shares","SNK":"2倍做空SpaceX ETF-GraniteShares"},"source_url":"http://www.zhitongcaijing.com/content/detail/1503874.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2673225031","content_text":"10月6日，在SpaceX即将于美东时间11月5日公布2026年第三季度业绩之前，高盛在近日发布的研报中基于公司近期交易活动、最新公开表态、以及关键企业用例和模型开发进展，更新并上调对该公司人工智能(AI)业务预测，包括算力容量、营收及利润率预测。随着公司持续保持高水平执行能力，高盛还将进一步梳理2026财年至2028财年潜在的算力变现情景，并认为，在更广泛的AI运营环境没有出现修正的情况下，未来6-18个月AI业务的预测仍相对保守(相较于市场一致预期)。此外，对于航天业务，高盛还讨论了近期的相关新闻，并思考随着未来几年发射频率和可重复使用能力持续提升，这些进展可能如何影响公司的长期发展机遇。高盛围绕三个关键的投资者争论点/问题展开此次业绩前瞻：1、未来约12-18个月，投资者应如何看待地面算力基础设施的建设?根据管理层的评论，高盛认为，SpaceX在2026年底前将地面算力规模扩大至2.4GW的可见度较高。进入2027年，预计推动地面算力向5-10GW区间迈进的关键变量包括：(a)电力与冷却;(b)机房主体(即数据中心基础设施);以及(c)服务器容量。其地面算力容量预计2027年底达到7.0GW、2028年底达到10.6GW。这三个变量目前都仍处于动态变化之中，高盛将关注未来几个月的进展，以此判断地面算力容量的发展情况。2、SpaceX能够从地面算力中实现怎样的变现水平(每GW对应多少营收)?考虑到近期一系列公司层面的进展(包括签署新的托管协议、基础模型改进等)，以及整个行业的动态(供需失衡、token需求持续增长等)，高盛仍然对SpaceX中期以较高费率实现算力基础设施变现的能力持乐观态度。高盛针对算力变现和托管协议提出了多种情景分析，并基于此认为，该公司未来几年AI业务营收存在较当前市场一致预期大幅上行的潜力。3、近期星舰发射应如何理解，以及其对连接和AI业务有何影响?高盛强调，星舰持续发射和部署将推动飞行器进行后续迭代和调整，使SpaceX能够持续取得进展并应对技术障碍。随着这些调整不断推进，预计该公司将越来越接近实现其在可重复使用能力和发射频率方面的目标。此外，高盛认为，星舰将推动一系列具有重要意义的业务释放机会——包括当前的宽带/移动通信业务，以及未来的轨道算力业务——既能够提升容量(例如下行链路容量)，也能够改善单位经济效益。高盛在研报中重申对SpaceX的“买入”评级，12个月目标价由220美元上调至230美元，较上周五收盘价由近45%的上涨空间。该行继续认为，SpaceX在以下领域具备良好的扩张条件：航天业务(发射与可重复使用)、连接业务(宽带及移动卫星星座)以及AI业务(算力、X等)。在未来5年以上的时间跨度内，上述每一个市场都有潜力发展成为规模达数万亿美元的机会。与此同时，高盛仍然看好合并后公司的垂直整合战略，以及由此形成的结构性成本和竞争优势。该行预计，这些优势将在未来几年进一步积累并增强发展势头。","news_type":1,"symbols_score_info":{"SPCX":1.5,"ELOL":0.6,"QTOC":1.5,"GSX":0.6,"WSPC":0.6,"SPCH":0.6,"UDN":1.5,"YSPC":0.6,"SPCQ":0.6,"SPCM":0.6,"SPCF":0.6,"DXYZ":1.5,"AGIX":1.5,"WARP":0.6,"CHAT":1.5,"MARS":0.6,"LOFD":0.6,"SPAL":1.5,"SPCG":0.6,"DSPC":0.6,"SPAX":0.6,"ORBX":0.6,"XOVR":1.5,"XOVL":0.6,"ARTY":1.5,"SSPC":0.6,"AIPO":1.5,"LOFF":0.6,"UFO":0.6,"UUP":1.5,"VTHR":1.5,"SNK":1.5,"SPCU":1.5}},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615604909056016,"gmtCreate":1791313445643,"gmtModify":1791313447836,"author":{"id":"4242749987287192","authorId":"4242749987287192","name":"lawson 2026","avatar":"https://static.tigerbbs.com/e40b48ce4fcd9a1e57a905d1be99e657","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242749987287192","authorIdStr":"4242749987287192"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 先清空吧","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 先清空吧","text":"$SpaceX(SPCX)$ 先清空吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615604909056016","isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615558971969864,"gmtCreate":1791302118035,"gmtModify":1791302119884,"author":{"id":"4242749987287192","authorId":"4242749987287192","name":"lawson 2026","avatar":"https://static.tigerbbs.com/e40b48ce4fcd9a1e57a905d1be99e657","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242749987287192","authorIdStr":"4242749987287192"},"themes":[],"title":"","htmlText":"你怎么说都可以，提前说就好，不要马后炮","listText":"你怎么说都可以，提前说就好，不要马后炮","text":"你怎么说都可以，提前说就好，不要马后炮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615558971969864","repostId":"1137260794","repostType":2,"repost":{"id":"1137260794","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1791293941,"share":"https://www.laohunote.com/m/news/1137260794?lang=zh_CN&edition=full","pubTime":"2026-10-06 21:39","market":"us","language":"zh","title":"异动解读｜SK海力士盘中下跌3.23%，三星HBM4激进报价策略加剧竞争担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1137260794","media":"行情直击","summary":"10月6日，SK海力士盘中下跌3.23%，成交额达4.84亿美元。消息面上，三星电子向主要客户提出的2027年HBM4供货报价为每Gb 4美元，超过目前HBM3E约1.50美元的三倍，三星试图以激进定价策略挑战SK海力士在HBM市场的主导格局。SK海力士是全球最大的存储半导体公司之一，从事先进存储半导体的设计、制造和销售，产品广泛应用于显卡、个人电脑、数据中心服务器、智能手机和平板电脑等设备。","content":"<p><p>10月6日，SK海力士盘中下跌3.23%，成交额达4.84亿美元。消息面上，三星电子向主要客户提出的2027年HBM4供货报价为每Gb 4美元，超过目前HBM3E约1.50美元的三倍，三星试图以激进定价策略挑战SK海力士在HBM市场的主导格局。</p><p>此外，SK海力士美国子公司Solidigm潜在的上市计划仍悬而未决，市场忧虑独立上市将增加集团多层股权结构折价风险并稀释现有股东权益。期权市场方面，虽有Bull Put Spread看多布局出现，但整体波动仍然剧烈。</p><p>SK海力士是全球最大的存储半导体公司之一，从事先进存储半导体的设计、制造和销售，产品广泛应用于显卡、个人电脑、数据中心服务器、智能手机和平板电脑等设备。</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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</p>\n<p class=\"h-time\">2026-10-06 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>10月6日，SK海力士盘中下跌3.23%，成交额达4.84亿美元。消息面上，三星电子向主要客户提出的2027年HBM4供货报价为每Gb 4美元，超过目前HBM3E约1.50美元的三倍，三星试图以激进定价策略挑战SK海力士在HBM市场的主导格局。</p><p>此外，SK海力士美国子公司Solidigm潜在的上市计划仍悬而未决，市场忧虑独立上市将增加集团多层股权结构折价风险并稀释现有股东权益。期权市场方面，虽有Bull Put Spread看多布局出现，但整体波动仍然剧烈。</p><p>SK海力士是全球最大的存储半导体公司之一，从事先进存储半导体的设计、制造和销售，产品广泛应用于显卡、个人电脑、数据中心服务器、智能手机和平板电脑等设备。</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKHY":"SK海力士"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137260794","content_text":"10月6日，SK海力士盘中下跌3.23%，成交额达4.84亿美元。消息面上，三星电子向主要客户提出的2027年HBM4供货报价为每Gb 4美元，超过目前HBM3E约1.50美元的三倍，三星试图以激进定价策略挑战SK海力士在HBM市场的主导格局。此外，SK海力士美国子公司Solidigm潜在的上市计划仍悬而未决，市场忧虑独立上市将增加集团多层股权结构折价风险并稀释现有股东权益。期权市场方面，虽有Bull Put Spread看多布局出现，但整体波动仍然剧烈。SK海力士是全球最大的存储半导体公司之一，从事先进存储半导体的设计、制造和销售，产品广泛应用于显卡、个人电脑、数据中心服务器、智能手机和平板电脑等设备。","news_type":1,"symbols_score_info":{"SKHY":1}},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615019061309904,"gmtCreate":1791170332403,"gmtModify":1791170334439,"author":{"id":"4242749987287192","authorId":"4242749987287192","name":"lawson 2026","avatar":"https://static.tigerbbs.com/e40b48ce4fcd9a1e57a905d1be99e657","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242749987287192","authorIdStr":"4242749987287192"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 一买进去就跌","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 一买进去就跌","text":"$SpaceX(SPCX)$ 一买进去就跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615019061309904","isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615009281655400,"gmtCreate":1791167945531,"gmtModify":1791167947368,"author":{"id":"4242749987287192","authorId":"4242749987287192","name":"lawson 2026","avatar":"https://static.tigerbbs.com/e40b48ce4fcd9a1e57a905d1be99e657","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242749987287192","authorIdStr":"4242749987287192"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> 不要跌，每次买入就跌","listText":"<a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> 不要跌，每次买入就跌","text":"$SK海力士(SKHY)$ 不要跌，每次买入就跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615009281655400","isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613849573716400,"gmtCreate":1790884812852,"gmtModify":1790884815187,"author":{"id":"4242749987287192","authorId":"4242749987287192","name":"lawson 2026","avatar":"https://static.tigerbbs.com/e40b48ce4fcd9a1e57a905d1be99e657","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242749987287192","authorIdStr":"4242749987287192"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/SS?symbol=SPCX&amp;secType=(null)\">$SPCX$</a> 跌多点，我在等入仓","listText":"<a href=\"https://laohu8.com/SS?symbol=SPCX&amp;secType=(null)\">$SPCX$</a> 跌多点，我在等入仓","text":"$SPCX$ 跌多点，我在等入仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613849573716400","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611036811714768,"gmtCreate":1790186449515,"gmtModify":1790186451294,"author":{"id":"4242749987287192","authorId":"4242749987287192","name":"lawson 2026","avatar":"https://static.tigerbbs.com/e40b48ce4fcd9a1e57a905d1be99e657","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242749987287192","authorIdStr":"4242749987287192"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 不要恐慌、明天就涨回来了","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 不要恐慌、明天就涨回来了","text":"$SpaceX(SPCX)$ 不要恐慌、明天就涨回来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611036811714768","isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610934470832512,"gmtCreate":1790173186623,"gmtModify":1790173188586,"author":{"id":"4242749987287192","authorId":"4242749987287192","name":"lawson 2026","avatar":"https://static.tigerbbs.com/e40b48ce4fcd9a1e57a905d1be99e657","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242749987287192","authorIdStr":"4242749987287192"},"themes":[],"title":"","htmlText":"卷商搞什么？报道不全面","listText":"卷商搞什么？报道不全面","text":"卷商搞什么？报道不全面","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610934470832512","repostId":"2669488455","repostType":2,"repost":{"id":"2669488455","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1790163999,"share":"https://www.laohunote.com/m/news/2669488455?lang=zh_CN&edition=full","pubTime":"2026-09-23 19:46","market":"other","language":"zh","title":"SpaceX上市后首次！总裁拟减持34万股，套现逾5200万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2669488455","media":"华尔街见闻","summary":"SpaceX总裁兼COO肖特维尔拟出售逾5200万美元股票，虽受10b5-1计划约束，但时点恰逢星舰首次入轨测试前夕。与此同时，特朗普名下账户被披露曾交易SpaceX股票，高估值下的内部人交易与星舰成败，正成为市场关注焦点。","content":"<html><head></head><body><blockquote><p style=\"text-align: left;\">SpaceX总裁兼COO肖特维尔拟出售逾5200万美元股票，虽受10b5-1计划约束，但时点恰逢星舰首次入轨测试前夕。与此同时，特朗普名下账户被披露曾交易SpaceX股票，高估值下的内部人交易与星舰成败，正成为市场关注焦点。</p></blockquote><p style=\"text-align: left;\">SpaceX上市后迎来首个高管减持信号，总裁兼首席运营官格温·肖特维尔（Gwynne Shotwell）拟出售逾5200万美元股票，时间节点恰在星舰首次入轨测试前夕，令市场对公司高估值的分歧再度浮上台面。</p><p style=\"text-align: left;\">监管文件显示，<strong>肖特维尔拟出售342,170股，合计市值约5196万美元，相关股份通过现金行权股票期权方式取得。</strong>与此同时，另一份财务披露揭示，以美国总统特朗普名义持有的投资账户曾于7月对SpaceX股票进行短线买卖操作，进一步引发外界对内部人交易的关注。</p><p style=\"text-align: left;\">SPCX股价周二上涨约2%，收于154.72美元，终结此前连续两个交易日的跌势。</p><p style=\"text-align: left;\">上述披露出现在SpaceX计划执行星舰第14次飞行的关键窗口前，此次任务目标不早于9月28日实施，将首次尝试将上面级送入地球轨道，并部署26颗星链V3卫星。测试成败将直接影响市场对SpaceX商业化进程的预期，亦将对股价形成潜在冲击。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>10b5-1计划护航，减持合规性存据</strong></h2><p style=\"text-align: left;\">肖特维尔此次减持并非临时起意。</p><p style=\"text-align: left;\">SpaceX在上市后首份季报中披露，她已于6月23日采纳一项10b5-1交易计划，覆盖至多585,605股。此次出售通知所列股份数量未超出该计划披露上限，公司亦表明其大部分持股仍处于延长锁定期内。</p><p style=\"text-align: left;\"><strong>10b5-1计划是美国证券法框架下允许公司内部人士预先设定股票交易安排的合规工具，旨在将交易与内幕信息的获取在时间上隔离，从而规避内幕交易指控。</strong>由于该计划早于星舰测试窗口确定之前便已采纳，从法律层面看，此次减持具备明确的合规依据。</p><p style=\"text-align: left;\">然而，分析人士指出，合规性与市场观感之间存在落差。在公司估值高企、星舰商业化前景尚存不确定性的背景下，高管减持往往会被市场解读为对短期股价的隐性判断，即便交易本身符合规定。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>特朗普账户短线操作引发利益冲突质疑</strong></h2><p style=\"text-align: left;\">与肖特维尔的计划性减持形成对比的是，以特朗普名义持有的投资账户呈现出更具争议性的短线交易特征。披露文件显示，该账户于7月10日买入价值15,001至50,000美元的SpaceX股票，随后于7月17日卖出价值1,001至15,000美元；此前的披露还显示，该账户于6月23日亦有买入操作。</p><p style=\"text-align: left;\">白宫发言人戴维斯·英格尔（Davis Ingles）对此回应称：&#34;特朗普总统及其任何家庭成员均无能力对投资组合的投资方式或买卖时机进行指示、施加影响或提供意见。&#34;</p><p style=\"text-align: left;\">尽管如此，上述交易仍引发广泛关注。SpaceX持有NASA和美国国防部的重要合同，作为政府最高决策者，特朗普名下账户持有并交易该公司股票，天然存在潜在利益冲突的观感风险。对于散户投资者而言，内部人士——无论是公司高管还是政治关联账户——的交易行为，往往被视为判断股票走势的参考信号，进而影响其持仓信心。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>星舰入轨测试：高估值的关键验证时刻</strong></h2><p style=\"text-align: left;\">此次减持披露的时间节点，与SpaceX最重要的技术里程碑之一高度重叠。</p><p style=\"text-align: left;\">公司计划不早于9月28日执行星舰第14次飞行，任务目标是首次将上面级送入地球轨道，并在为期10小时的飞行中绕地球六圈，随后部署26颗在役星链V3卫星，飞船最终溅落太平洋。</p><p style=\"text-align: left;\">这是星舰迄今最具商业意义的一次测试。SpaceX正逐步将发射业务重心从猎鹰9号转向星舰，部分商业客户已难以预订2028年以后的猎鹰9号发射档期，转而寻求替代方案。公司已着手缩减猎鹰9号产能，但该火箭预计仍将服役多年，尤其是在政府任务领域，以衔接星舰的研发进程。</p><p style=\"text-align: left;\">若此次入轨测试顺利完成，将为SpaceX的星舰商业化叙事提供有力背书，支撑其当前高估值；反之，若测试出现重大失误，则可能触发市场对公司技术路线和盈利时间表的重新评估，对股价形成下行压力。在高管减持信号已然释出的背景下，测试结果对投资者情绪的边际影响将被进一步放大。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>高增长预期与不确定性并存</strong></h2><p style=\"text-align: left;\">SpaceX自上市以来，股价表现受到市场对其商业航天垄断地位及星链业务盈利潜力的强烈预期支撑。然而，高管减持的出现，使市场对当前估值水平的分歧趋于显性化。</p><p style=\"text-align: left;\">支持者认为，星舰一旦实现规模化商业运营，将彻底重塑全球发射市场格局，当前估值具有前瞻合理性。质疑者则指出，星舰研发周期长、技术风险高，猎鹰9号产能收缩与星舰商业化之间存在过渡期风险，而高管在关键测试前夕选择兑现股权，本身即是一种市场信号。</p><p style=\"text-align: left;\">对于散户投资者而言，如何在内部人交易信号、技术测试不确定性与长期增长叙事之间寻求平衡，将是持仓决策的核心考量。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SpaceX上市后首次！总裁拟减持34万股，套现逾5200万美元</title>\n<style 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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\">\nSpaceX上市后首次！总裁拟减持34万股，套现逾5200万美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-09-23 19:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p style=\"text-align: left;\">SpaceX总裁兼COO肖特维尔拟出售逾5200万美元股票，虽受10b5-1计划约束，但时点恰逢星舰首次入轨测试前夕。与此同时，特朗普名下账户被披露曾交易SpaceX股票，高估值下的内部人交易与星舰成败，正成为市场关注焦点。</p></blockquote><p style=\"text-align: left;\">SpaceX上市后迎来首个高管减持信号，总裁兼首席运营官格温·肖特维尔（Gwynne Shotwell）拟出售逾5200万美元股票，时间节点恰在星舰首次入轨测试前夕，令市场对公司高估值的分歧再度浮上台面。</p><p style=\"text-align: left;\">监管文件显示，<strong>肖特维尔拟出售342,170股，合计市值约5196万美元，相关股份通过现金行权股票期权方式取得。</strong>与此同时，另一份财务披露揭示，以美国总统特朗普名义持有的投资账户曾于7月对SpaceX股票进行短线买卖操作，进一步引发外界对内部人交易的关注。</p><p style=\"text-align: left;\">SPCX股价周二上涨约2%，收于154.72美元，终结此前连续两个交易日的跌势。</p><p style=\"text-align: left;\">上述披露出现在SpaceX计划执行星舰第14次飞行的关键窗口前，此次任务目标不早于9月28日实施，将首次尝试将上面级送入地球轨道，并部署26颗星链V3卫星。测试成败将直接影响市场对SpaceX商业化进程的预期，亦将对股价形成潜在冲击。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>10b5-1计划护航，减持合规性存据</strong></h2><p style=\"text-align: left;\">肖特维尔此次减持并非临时起意。</p><p style=\"text-align: left;\">SpaceX在上市后首份季报中披露，她已于6月23日采纳一项10b5-1交易计划，覆盖至多585,605股。此次出售通知所列股份数量未超出该计划披露上限，公司亦表明其大部分持股仍处于延长锁定期内。</p><p style=\"text-align: left;\"><strong>10b5-1计划是美国证券法框架下允许公司内部人士预先设定股票交易安排的合规工具，旨在将交易与内幕信息的获取在时间上隔离，从而规避内幕交易指控。</strong>由于该计划早于星舰测试窗口确定之前便已采纳，从法律层面看，此次减持具备明确的合规依据。</p><p style=\"text-align: left;\">然而，分析人士指出，合规性与市场观感之间存在落差。在公司估值高企、星舰商业化前景尚存不确定性的背景下，高管减持往往会被市场解读为对短期股价的隐性判断，即便交易本身符合规定。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>特朗普账户短线操作引发利益冲突质疑</strong></h2><p style=\"text-align: left;\">与肖特维尔的计划性减持形成对比的是，以特朗普名义持有的投资账户呈现出更具争议性的短线交易特征。披露文件显示，该账户于7月10日买入价值15,001至50,000美元的SpaceX股票，随后于7月17日卖出价值1,001至15,000美元；此前的披露还显示，该账户于6月23日亦有买入操作。</p><p style=\"text-align: left;\">白宫发言人戴维斯·英格尔（Davis Ingles）对此回应称：&#34;特朗普总统及其任何家庭成员均无能力对投资组合的投资方式或买卖时机进行指示、施加影响或提供意见。&#34;</p><p style=\"text-align: left;\">尽管如此，上述交易仍引发广泛关注。SpaceX持有NASA和美国国防部的重要合同，作为政府最高决策者，特朗普名下账户持有并交易该公司股票，天然存在潜在利益冲突的观感风险。对于散户投资者而言，内部人士——无论是公司高管还是政治关联账户——的交易行为，往往被视为判断股票走势的参考信号，进而影响其持仓信心。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>星舰入轨测试：高估值的关键验证时刻</strong></h2><p style=\"text-align: left;\">此次减持披露的时间节点，与SpaceX最重要的技术里程碑之一高度重叠。</p><p style=\"text-align: left;\">公司计划不早于9月28日执行星舰第14次飞行，任务目标是首次将上面级送入地球轨道，并在为期10小时的飞行中绕地球六圈，随后部署26颗在役星链V3卫星，飞船最终溅落太平洋。</p><p style=\"text-align: left;\">这是星舰迄今最具商业意义的一次测试。SpaceX正逐步将发射业务重心从猎鹰9号转向星舰，部分商业客户已难以预订2028年以后的猎鹰9号发射档期，转而寻求替代方案。公司已着手缩减猎鹰9号产能，但该火箭预计仍将服役多年，尤其是在政府任务领域，以衔接星舰的研发进程。</p><p style=\"text-align: left;\">若此次入轨测试顺利完成，将为SpaceX的星舰商业化叙事提供有力背书，支撑其当前高估值；反之，若测试出现重大失误，则可能触发市场对公司技术路线和盈利时间表的重新评估，对股价形成下行压力。在高管减持信号已然释出的背景下，测试结果对投资者情绪的边际影响将被进一步放大。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>高增长预期与不确定性并存</strong></h2><p style=\"text-align: left;\">SpaceX自上市以来，股价表现受到市场对其商业航天垄断地位及星链业务盈利潜力的强烈预期支撑。然而，高管减持的出现，使市场对当前估值水平的分歧趋于显性化。</p><p style=\"text-align: left;\">支持者认为，星舰一旦实现规模化商业运营，将彻底重塑全球发射市场格局，当前估值具有前瞻合理性。质疑者则指出，星舰研发周期长、技术风险高，猎鹰9号产能收缩与星舰商业化之间存在过渡期风险，而高管在关键测试前夕选择兑现股权，本身即是一种市场信号。</p><p style=\"text-align: left;\">对于散户投资者而言，如何在内部人交易信号、技术测试不确定性与长期增长叙事之间寻求平衡，将是持仓决策的核心考量。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcTvw_04uYjpUfBwH6tRmU1GqBVeychpMr_Z2OSzoUuoAA&s=10","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","SPCU":"2倍做多SpaceX ETF-Defiance","SNK":"2倍做空SpaceX ETF-GraniteShares","IPOS":"Renaissance International IPO ETF","XOVL":"Defiance Daily Target 2X Long XOVR ETF","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4615":"SpaceX概念","MARS":"Roundhill Space & Technology ETF","XOVR":"ERShares Private-Public Crossover ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCG":"2倍做空SpaceX ETF-Tradr","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4089":"非传统电信运营商","SPCH":"2倍做多SpaceX ETF-Leverage Shares","LOFD":"Direxion Daily SpaceX Bear 2X ETF","SPAX":"2倍做多SPACEX 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Shares"},"source_url":"https://wallstreetcn.com/articles/3782379","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2669488455","content_text":"SpaceX总裁兼COO肖特维尔拟出售逾5200万美元股票，虽受10b5-1计划约束，但时点恰逢星舰首次入轨测试前夕。与此同时，特朗普名下账户被披露曾交易SpaceX股票，高估值下的内部人交易与星舰成败，正成为市场关注焦点。SpaceX上市后迎来首个高管减持信号，总裁兼首席运营官格温·肖特维尔（Gwynne Shotwell）拟出售逾5200万美元股票，时间节点恰在星舰首次入轨测试前夕，令市场对公司高估值的分歧再度浮上台面。监管文件显示，肖特维尔拟出售342,170股，合计市值约5196万美元，相关股份通过现金行权股票期权方式取得。与此同时，另一份财务披露揭示，以美国总统特朗普名义持有的投资账户曾于7月对SpaceX股票进行短线买卖操作，进一步引发外界对内部人交易的关注。SPCX股价周二上涨约2%，收于154.72美元，终结此前连续两个交易日的跌势。上述披露出现在SpaceX计划执行星舰第14次飞行的关键窗口前，此次任务目标不早于9月28日实施，将首次尝试将上面级送入地球轨道，并部署26颗星链V3卫星。测试成败将直接影响市场对SpaceX商业化进程的预期，亦将对股价形成潜在冲击。10b5-1计划护航，减持合规性存据肖特维尔此次减持并非临时起意。SpaceX在上市后首份季报中披露，她已于6月23日采纳一项10b5-1交易计划，覆盖至多585,605股。此次出售通知所列股份数量未超出该计划披露上限，公司亦表明其大部分持股仍处于延长锁定期内。10b5-1计划是美国证券法框架下允许公司内部人士预先设定股票交易安排的合规工具，旨在将交易与内幕信息的获取在时间上隔离，从而规避内幕交易指控。由于该计划早于星舰测试窗口确定之前便已采纳，从法律层面看，此次减持具备明确的合规依据。然而，分析人士指出，合规性与市场观感之间存在落差。在公司估值高企、星舰商业化前景尚存不确定性的背景下，高管减持往往会被市场解读为对短期股价的隐性判断，即便交易本身符合规定。特朗普账户短线操作引发利益冲突质疑与肖特维尔的计划性减持形成对比的是，以特朗普名义持有的投资账户呈现出更具争议性的短线交易特征。披露文件显示，该账户于7月10日买入价值15,001至50,000美元的SpaceX股票，随后于7月17日卖出价值1,001至15,000美元；此前的披露还显示，该账户于6月23日亦有买入操作。白宫发言人戴维斯·英格尔（Davis Ingles）对此回应称：\"特朗普总统及其任何家庭成员均无能力对投资组合的投资方式或买卖时机进行指示、施加影响或提供意见。\"尽管如此，上述交易仍引发广泛关注。SpaceX持有NASA和美国国防部的重要合同，作为政府最高决策者，特朗普名下账户持有并交易该公司股票，天然存在潜在利益冲突的观感风险。对于散户投资者而言，内部人士——无论是公司高管还是政治关联账户——的交易行为，往往被视为判断股票走势的参考信号，进而影响其持仓信心。星舰入轨测试：高估值的关键验证时刻此次减持披露的时间节点，与SpaceX最重要的技术里程碑之一高度重叠。公司计划不早于9月28日执行星舰第14次飞行，任务目标是首次将上面级送入地球轨道，并在为期10小时的飞行中绕地球六圈，随后部署26颗在役星链V3卫星，飞船最终溅落太平洋。这是星舰迄今最具商业意义的一次测试。SpaceX正逐步将发射业务重心从猎鹰9号转向星舰，部分商业客户已难以预订2028年以后的猎鹰9号发射档期，转而寻求替代方案。公司已着手缩减猎鹰9号产能，但该火箭预计仍将服役多年，尤其是在政府任务领域，以衔接星舰的研发进程。若此次入轨测试顺利完成，将为SpaceX的星舰商业化叙事提供有力背书，支撑其当前高估值；反之，若测试出现重大失误，则可能触发市场对公司技术路线和盈利时间表的重新评估，对股价形成下行压力。在高管减持信号已然释出的背景下，测试结果对投资者情绪的边际影响将被进一步放大。高增长预期与不确定性并存SpaceX自上市以来，股价表现受到市场对其商业航天垄断地位及星链业务盈利潜力的强烈预期支撑。然而，高管减持的出现，使市场对当前估值水平的分歧趋于显性化。支持者认为，星舰一旦实现规模化商业运营，将彻底重塑全球发射市场格局，当前估值具有前瞻合理性。质疑者则指出，星舰研发周期长、技术风险高，猎鹰9号产能收缩与星舰商业化之间存在过渡期风险，而高管在关键测试前夕选择兑现股权，本身即是一种市场信号。对于散户投资者而言，如何在内部人交易信号、技术测试不确定性与长期增长叙事之间寻求平衡，将是持仓决策的核心考量。","news_type":1,"symbols_score_info":{"YSPC":0.6,"ELOL":0.6,"UFO":0.6,"SPCQ":0.6,"IPOS":1.5,"SPCM":0.6,"ORBX":0.6,"DSPC":0.6,"SPCH":0.6,"SPCX":1.5,"XOVR":1.5,"WARP":0.6,"SPCU":1.5,"SPCF":0.6,"SPCG":0.6,"LOFF":0.6,"LOFD":0.6,"XOVL":0.6,"SSPC":0.6,"SPAL":1.5,"WSPC":0.6,"SNK":1.5,"SPAX":0.6,"MARS":0.6}},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608399633051880,"gmtCreate":1789554892824,"gmtModify":1789555604065,"author":{"id":"4242749987287192","authorId":"4242749987287192","name":"lawson 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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\">2026-09-03 21:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>9月3日，SpaceX盘中上涨3.28%，报146.95美元/股，成交额22.71亿美元。消息面上，多重利好共振推升马斯克系资产：特斯拉Cybercab无人驾驶车型于当日在得州奥斯汀举行发布活动，特斯拉同步大涨近5%，带动SpaceX联动走强。</p><p>与此同时，SpaceX已向FCC申请许可，星舰第14次试飞将首次尝试真正的轨道插入任务，并计划部署约20颗Starlink V3卫星，标志着星舰从亚轨道向入轨运营的关键跨越。此外，奥本海默于9月2日将SpaceX目标价从250美元上调至280美元，指出其AI收入及应用场景增长速度超预期，进一步巩固了市场信心。</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 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15:03","market":"hk","language":"zh","title":"AI+航天“双引擎”启动！高盛看高SpaceX至230美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2673225031","media":"智通财经","summary":"根据管理层的评论，高盛认为，SpaceX在2026年底前将地面算力规模扩大至2.4GW的可见度较高。高盛强调，星舰持续发射和部署将推动飞行器进行后续迭代和调整，使SpaceX能够持续取得进展并应对技术障碍。高盛在研报中重申对SpaceX的“买入”评级，12个月目标价由220美元上调至230美元，较上周五收盘价由近45%的上涨空间。","content":"<html><head></head><body><p>10月6日，在<a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>即将于美东时间11月5日公布2026年第三季度业绩之前，高盛在近日发布的研报中基于公司近期交易活动、最新公开表态、以及关键企业用例和模型开发进展，更新并上调对该公司人工智能(AI)业务预测，包括算力容量、营收及利润率预测。随着公司持续保持高水平执行能力，高盛还将进一步梳理2026财年至2028财年潜在的算力变现情景，并认为，在更广泛的AI运营环境没有出现修正的情况下，未来6-18个月AI业务的预测仍相对保守(相较于市场一致预期)。此外，对于<a href=\"https://laohu8.com/S/000901\">航天</a>业务，高盛还讨论了近期的相关新闻，并思考随着未来几年发射频率和可重复使用能力持续提升，这些进展可能如何影响公司的长期发展机遇。</p><p>高盛围绕三个关键的投资者争论点/问题展开此次业绩前瞻：</p><p><strong>1、未来约12-18个月，投资者应如何看待地面算力基础设施的建设?</strong></p><p>根据管理层的评论，高盛认为，SpaceX在2026年底前将地面算力规模扩大至2.4GW的可见度较高。进入2027年，预计推动地面算力向5-10GW区间迈进的关键变量包括：(a)电力与冷却;(b)机房主体(即数据中心基础设施);以及(c)服务器容量。</p><p>其地面算力容量预计2027年底达到7.0GW、2028年底达到10.6GW。这三个变量目前都仍处于动态变化之中，高盛将关注未来几个月的进展，以此判断地面算力容量的发展情况。</p><p><strong>2、SpaceX能够从地面算力中实现怎样的变现水平(每GW对应多少营收)?</strong></p><p>考虑到近期一系列公司层面的进展(包括签署新的托管协议、基础模型改进等)，以及整个行业的动态(供需失衡、token需求持续增长等)，高盛仍然对SpaceX中期以较高费率实现算力基础设施变现的能力持乐观态度。高盛针对算力变现和托管协议提出了多种情景分析，并基于此认为，该公司未来几年AI业务营收存在较当前市场一致预期大幅上行的潜力。</p><p><strong>3、近期星舰发射应如何理解，以及其对连接和AI业务有何影响?</strong></p><p>高盛强调，星舰持续发射和部署将推动飞行器进行后续迭代和调整，使SpaceX能够持续取得进展并应对技术障碍。随着这些调整不断推进，预计该公司将越来越接近实现其在可重复使用能力和发射频率方面的目标。</p><p>此外，高盛认为，星舰将推动一系列具有重要意义的业务释放机会——包括当前的宽带/移动通信业务，以及未来的轨道算力业务——既能够提升容量(例如下行链路容量)，也能够改善单位经济效益。</p><p><strong>高盛在研报中重申对SpaceX的“买入”评级，12个月目标价由220美元上调至230美元，较上周五收盘价由近45%的上涨空间。</strong>该行继续认为，SpaceX在以下领域具备良好的扩张条件：<a href=\"https://laohu8.com/S/00031\">航天</a>业务(发射与可重复使用)、连接业务(宽带及移动卫星星座)以及AI业务(算力、X等)。在未来5年以上的时间跨度内，上述每一个市场都有潜力发展成为规模达数万亿美元的机会。</p><p>与此同时，高盛仍然看好合并后公司的垂直整合战略，以及由此形成的结构性成本和竞争优势。该行预计，这些优势将在未来几年进一步积累并增强发展势头。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI+航天“双引擎”启动！高盛看高SpaceX至230美元</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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\">\nAI+航天“双引擎”启动！高盛看高SpaceX至230美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-06 15:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1503874.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月6日，在SpaceX即将于美东时间11月5日公布2026年第三季度业绩之前，高盛在近日发布的研报中基于公司近期交易活动、最新公开表态、以及关键企业用例和模型开发进展，更新并上调对该公司人工智能(AI)业务预测，包括算力容量、营收及利润率预测。随着公司持续保持高水平执行能力，高盛还将进一步梳理2026财年至2028财年潜在的算力变现情景，并认为，在更广泛的AI运营环境没有出现修正的情况下，未来...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1503874.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","ARTY":"ISHARES FUTURE AI & TECH ETF","XOVL":"Defiance Daily Target 2X Long XOVR ETF","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","AGIX":"通用人工智能 ETF-AGIX","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares","MARS":"Roundhill Space & Technology ETF","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","XOVR":"ERShares Private-Public Crossover ETF","GSX":"Tradr 2X Long GS Daily ETF","SPCG":"2倍做空SpaceX ETF-Tradr","LU0056508442.USD":"贝莱德世界科技基金A2","BK4504":"桥水持仓","SPCH":"2倍做多SpaceX ETF-Leverage Shares","IE00B19Z3B42.SGD":"Legg Mason 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NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","WSPC":"WisdomTree Space Economy UCITS ETF","SPCQ":"2倍做空SpaceX ETF-Defiance","UUP":"美元ETF-PowerShares DB","UDN":"做空美元指数-PowerShares","SPCU":"2倍做多SpaceX ETF-Defiance","DSPC":"1倍做空SPCX ETF-Leverage Shares","SNK":"2倍做空SpaceX ETF-GraniteShares"},"source_url":"http://www.zhitongcaijing.com/content/detail/1503874.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2673225031","content_text":"10月6日，在SpaceX即将于美东时间11月5日公布2026年第三季度业绩之前，高盛在近日发布的研报中基于公司近期交易活动、最新公开表态、以及关键企业用例和模型开发进展，更新并上调对该公司人工智能(AI)业务预测，包括算力容量、营收及利润率预测。随着公司持续保持高水平执行能力，高盛还将进一步梳理2026财年至2028财年潜在的算力变现情景，并认为，在更广泛的AI运营环境没有出现修正的情况下，未来6-18个月AI业务的预测仍相对保守(相较于市场一致预期)。此外，对于航天业务，高盛还讨论了近期的相关新闻，并思考随着未来几年发射频率和可重复使用能力持续提升，这些进展可能如何影响公司的长期发展机遇。高盛围绕三个关键的投资者争论点/问题展开此次业绩前瞻：1、未来约12-18个月，投资者应如何看待地面算力基础设施的建设?根据管理层的评论，高盛认为，SpaceX在2026年底前将地面算力规模扩大至2.4GW的可见度较高。进入2027年，预计推动地面算力向5-10GW区间迈进的关键变量包括：(a)电力与冷却;(b)机房主体(即数据中心基础设施);以及(c)服务器容量。其地面算力容量预计2027年底达到7.0GW、2028年底达到10.6GW。这三个变量目前都仍处于动态变化之中，高盛将关注未来几个月的进展，以此判断地面算力容量的发展情况。2、SpaceX能够从地面算力中实现怎样的变现水平(每GW对应多少营收)?考虑到近期一系列公司层面的进展(包括签署新的托管协议、基础模型改进等)，以及整个行业的动态(供需失衡、token需求持续增长等)，高盛仍然对SpaceX中期以较高费率实现算力基础设施变现的能力持乐观态度。高盛针对算力变现和托管协议提出了多种情景分析，并基于此认为，该公司未来几年AI业务营收存在较当前市场一致预期大幅上行的潜力。3、近期星舰发射应如何理解，以及其对连接和AI业务有何影响?高盛强调，星舰持续发射和部署将推动飞行器进行后续迭代和调整，使SpaceX能够持续取得进展并应对技术障碍。随着这些调整不断推进，预计该公司将越来越接近实现其在可重复使用能力和发射频率方面的目标。此外，高盛认为，星舰将推动一系列具有重要意义的业务释放机会——包括当前的宽带/移动通信业务，以及未来的轨道算力业务——既能够提升容量(例如下行链路容量)，也能够改善单位经济效益。高盛在研报中重申对SpaceX的“买入”评级，12个月目标价由220美元上调至230美元，较上周五收盘价由近45%的上涨空间。该行继续认为，SpaceX在以下领域具备良好的扩张条件：航天业务(发射与可重复使用)、连接业务(宽带及移动卫星星座)以及AI业务(算力、X等)。在未来5年以上的时间跨度内，上述每一个市场都有潜力发展成为规模达数万亿美元的机会。与此同时，高盛仍然看好合并后公司的垂直整合战略，以及由此形成的结构性成本和竞争优势。该行预计，这些优势将在未来几年进一步积累并增强发展势头。","news_type":1,"symbols_score_info":{"SPCX":1.5,"ELOL":0.6,"QTOC":1.5,"GSX":0.6,"WSPC":0.6,"SPCH":0.6,"UDN":1.5,"YSPC":0.6,"SPCQ":0.6,"SPCM":0.6,"SPCF":0.6,"DXYZ":1.5,"AGIX":1.5,"WARP":0.6,"CHAT":1.5,"MARS":0.6,"LOFD":0.6,"SPAL":1.5,"SPCG":0.6,"DSPC":0.6,"SPAX":0.6,"ORBX":0.6,"XOVR":1.5,"XOVL":0.6,"ARTY":1.5,"SSPC":0.6,"AIPO":1.5,"LOFF":0.6,"UFO":0.6,"UUP":1.5,"VTHR":1.5,"SNK":1.5,"SPCU":1.5}},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615604909056016,"gmtCreate":1791313445643,"gmtModify":1791313447836,"author":{"id":"4242749987287192","authorId":"4242749987287192","name":"lawson 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