Analyzing the current state of SpaceX
#SpaceX将纳入彭博全球大盘指数 Rumor has it that SpaceX is entering the Bloomberg Global Market Index inclusion process. If confirmed, this means it will start being passively bought by a wave of global index funds and ETFs. This kind of capital doesn't jump in based on sentiment; it follows rules for allocation. Once included, it could create a continuous mechanical inflow. However, the current market discussions aren't just about the 'good news.' Many are pondering the flip side: the circulating supply is quite small, and the shares are concentrated. If we layer in index funds and the upcoming unlocking schedule, price fluctuations could become even more pronounced. Some think this marks the beginning of institutional recognition, while others worry it might lead to a more intense capital battle. Overall, it feels like a shift from 'emotional trading' to 'passive capital pricing.'