SPCX IPO goes insane with a 4x oversubscription but crashes the optical module! Major funds shift in the AI sector, and market logic has completely flipped 🔥
#沙特科威特主权基金认购SpaceX IPO
Hot Topic 1: SpaceX's IPO subscription limit was directly oversubscribed by a whopping 4 times, with market interest funds overflowing. Pre-market, SPCX slightly rose by 0.44%; the bizarre contrast is that overnight, U.S. stocks related to optical modules and OpenAI also weakened, with OPENAI dipping by 0.33%.
Deep Insights: Market funds are swapping lanes; previously, long-term investors clustered around AI computing power and optical modules are now fleeing in bulk to bet on the SpaceX space growth narrative. Investors believe that Starlink’s stable cash flow and the ceiling in the space industry far exceed the intense competition in the optical module sector. Short-term, the AI hardware sector is facing a liquidity squeeze.
Real-time Market Movement: Crypto AI tokens RNDR and TAO are both slightly under pressure, with funds flowing towards aerospace DePIN concept coins.
Trend Prediction: In the short term, optical modules and AI computing power will maintain a weak oscillation for 1-2 weeks; SPCX is expected to maintain a mild premium before its listing, and positive news on listing could easily lead to a drop; in the medium to long term, the aerospace sector will crush the crowded AI hardware space in terms of growth potential.
Practical Action: Shorten positions on high-flying AI altcoins, don’t chase after high SPCX pre-market contracts.
#沙特科威特主权基金认购SpaceX IPO
Hot Topic 1: SpaceX's IPO subscription limit was directly oversubscribed by a whopping 4 times, with market interest funds overflowing. Pre-market, SPCX slightly rose by 0.44%; the bizarre contrast is that overnight, U.S. stocks related to optical modules and OpenAI also weakened, with OPENAI dipping by 0.33%.
Deep Insights: Market funds are swapping lanes; previously, long-term investors clustered around AI computing power and optical modules are now fleeing in bulk to bet on the SpaceX space growth narrative. Investors believe that Starlink’s stable cash flow and the ceiling in the space industry far exceed the intense competition in the optical module sector. Short-term, the AI hardware sector is facing a liquidity squeeze.
Real-time Market Movement: Crypto AI tokens RNDR and TAO are both slightly under pressure, with funds flowing towards aerospace DePIN concept coins.
Trend Prediction: In the short term, optical modules and AI computing power will maintain a weak oscillation for 1-2 weeks; SPCX is expected to maintain a mild premium before its listing, and positive news on listing could easily lead to a drop; in the medium to long term, the aerospace sector will crush the crowded AI hardware space in terms of growth potential.
Practical Action: Shorten positions on high-flying AI altcoins, don’t chase after high SPCX pre-market contracts.