#spacex
spacex
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SpaceX 这波解禁大涨，就是利空落地引发的空头挤压 Gamma Squeeze
$SPCX $SPCXB
之前市场押注解禁砸盘，做空比例拉得极高。结果解禁后卖压被瞬间承接，股价反弹逼得空头集体平仓止损，叠加看涨期权爆量，直接把股价推了上去
🪁 是基本面还是回补？
八成是空头回补，前阵子因为财报资本支出过高跌破 135 美元发行价，解禁后砸盘预期落空，交易结构反转导致反弹。公司基本面短期没变，变的是筹码心态
🪁 接下来关注什么？
▶️一是空头仓位，仍有 16% 流通股被做空，看回补动力能否持续
▶️二是后续解禁，8 月下旬及 9-10 月还有多批解禁，考验承接力
▶️三是 AI 与星舰投入的产出比
🪁 这种行情怎么操作？
不盲目追高，做空挤压冲得快也容易回踩，等空头回补的狂热期过去、股价缩量企稳后，再顺势右侧参与更稳妥
🪁 走势预判
短期有机会顺势站回 135 美元发行价。但三季度受多批解禁影响，整体会维持高频震荡，消化完筹码后才会重新走基本面逻辑
非投资建议 DYOR
#spacex
$SPCX $SPCXB
之前市场押注解禁砸盘，做空比例拉得极高。结果解禁后卖压被瞬间承接，股价反弹逼得空头集体平仓止损，叠加看涨期权爆量，直接把股价推了上去
🪁 是基本面还是回补？
八成是空头回补，前阵子因为财报资本支出过高跌破 135 美元发行价，解禁后砸盘预期落空，交易结构反转导致反弹。公司基本面短期没变，变的是筹码心态
🪁 接下来关注什么？
▶️一是空头仓位，仍有 16% 流通股被做空，看回补动力能否持续
▶️二是后续解禁，8 月下旬及 9-10 月还有多批解禁，考验承接力
▶️三是 AI 与星舰投入的产出比
🪁 这种行情怎么操作？
不盲目追高，做空挤压冲得快也容易回踩，等空头回补的狂热期过去、股价缩量企稳后，再顺势右侧参与更稳妥
🪁 走势预判
短期有机会顺势站回 135 美元发行价。但三季度受多批解禁影响，整体会维持高频震荡，消化完筹码后才会重新走基本面逻辑
非投资建议 DYOR
#spacex
搞钱钱:
是吗？
未来一周，我主要盯着两个方向：一个做空存储股$SNDK ，一个看多太空通信的$SPCX 。
为什么这么配？因为AI这波炒作正在进入重新分化的阶段。
存储这边，市场之前炒的是AI需求爆发和涨价预期，但这些预期已经打得很满了，后面但凡增速放缓，资金就可能扭头就跑。利好落地，反而容易变成风险开始的时候。
SpaceX那边就不太一样，星链V3、太空通信、AI基础设施这些故事还在往外冒，市场的想象空间还没被充分定价。以后的竞争不止是芯片和模型，能源、通信、算力基础设施这些才是更底层的东西。
当然，光靠讲故事涨不起来，最终还是要看资金认不认、业绩能不能跟上、估值还有没有空间。
我自己的交易逻辑一直很简单，提前研究，不追高潮。方向可以看错，仓位绝对不能乱。市场给机会的时候就果断上，看不清的时候就老实等着。
未来一周，我会重点盯着这两个方向看。#sndk #SpaceX
为什么这么配？因为AI这波炒作正在进入重新分化的阶段。
存储这边，市场之前炒的是AI需求爆发和涨价预期，但这些预期已经打得很满了，后面但凡增速放缓，资金就可能扭头就跑。利好落地，反而容易变成风险开始的时候。
SpaceX那边就不太一样，星链V3、太空通信、AI基础设施这些故事还在往外冒，市场的想象空间还没被充分定价。以后的竞争不止是芯片和模型，能源、通信、算力基础设施这些才是更底层的东西。
当然，光靠讲故事涨不起来，最终还是要看资金认不认、业绩能不能跟上、估值还有没有空间。
我自己的交易逻辑一直很简单，提前研究，不追高潮。方向可以看错，仓位绝对不能乱。市场给机会的时候就果断上，看不清的时候就老实等着。
未来一周，我会重点盯着这两个方向看。#sndk #SpaceX
⚡️ LATEST: Elon Musk says Tesla & SpaceX’s Texas Terafab could become Earth’s most valuable building 🏭🚀
What is happening?
• Musk says the planned facility will span more than 9 million m²
• Tesla and SpaceX are expected to use the facility for advanced chip production
• The project would bring semiconductor manufacturing closer to Musk’s AI and robotics ambitions $CATI
• Musk believes its scale and strategic importance could make it the world’s most valuable building $PUMP
What this suggests:
• AI is increasingly becoming a race for chips + energy + manufacturing capacity
• Tesla could gain greater control over critical semiconductor supply $MMT
• SpaceX and Tesla may increasingly share infrastructure and chip-development capabilities
Context:
• Tesla needs increasingly powerful chips for FSD, Optimus and AI workloads
• SpaceX also has major demand for specialized computing hardware across its satellite and launch businesses
📊 Market takeaway:
Bullish for Tesla’s long-term AI/robotics ambitions if the project materializes at the claimed scale. The bigger story is vertical integration: Musk is trying to secure the physical infrastructure needed to manufacture the computing power behind Tesla and SpaceX’s next generation of products.
#SpaceX #AI #Tesla
What is happening?
• Musk says the planned facility will span more than 9 million m²
• Tesla and SpaceX are expected to use the facility for advanced chip production
• The project would bring semiconductor manufacturing closer to Musk’s AI and robotics ambitions $CATI
• Musk believes its scale and strategic importance could make it the world’s most valuable building $PUMP
What this suggests:
• AI is increasingly becoming a race for chips + energy + manufacturing capacity
• Tesla could gain greater control over critical semiconductor supply $MMT
• SpaceX and Tesla may increasingly share infrastructure and chip-development capabilities
Context:
• Tesla needs increasingly powerful chips for FSD, Optimus and AI workloads
• SpaceX also has major demand for specialized computing hardware across its satellite and launch businesses
📊 Market takeaway:
Bullish for Tesla’s long-term AI/robotics ambitions if the project materializes at the claimed scale. The bigger story is vertical integration: Musk is trying to secure the physical infrastructure needed to manufacture the computing power behind Tesla and SpaceX’s next generation of products.
#SpaceX #AI #Tesla
🚀 SpaceX市值1.613万亿反超Meta！马斯克用"太空叙事"重新定义科技股估值
SpaceX股价突破122美元，总市值1.613万亿美元，正式超越Meta重返全球市值前12。 要知道，就在几天前，它刚因Q2财报中AI支出激增而暴跌13.6%，市值一度被Meta反超。
这场"拉锯战"的本质，是市场在为"未来基础设施"重新定价。 当Meta还在广告收入里打转，SpaceX已经讲出了"太空数据中心""万亿美元营收"的星辰大海故事。从IPO首日2万亿到一度冲近3万亿，再跌到1.4万亿，如今反弹回1.6万亿——这种过山车级别的波动，恰恰说明多空双方在激烈定价一个前所未有的标的。
马斯克说，SpaceX2027年要在太空建数据中心。疯狂吗？或许。但资本市场最愿意买单的，从来就是"疯狂"本身。
#SpaceX #meta #投资理财
#spacex市值达1.613万亿美元超越meta
SpaceX股价突破122美元，总市值1.613万亿美元，正式超越Meta重返全球市值前12。 要知道，就在几天前，它刚因Q2财报中AI支出激增而暴跌13.6%，市值一度被Meta反超。
这场"拉锯战"的本质，是市场在为"未来基础设施"重新定价。 当Meta还在广告收入里打转，SpaceX已经讲出了"太空数据中心""万亿美元营收"的星辰大海故事。从IPO首日2万亿到一度冲近3万亿，再跌到1.4万亿，如今反弹回1.6万亿——这种过山车级别的波动，恰恰说明多空双方在激烈定价一个前所未有的标的。
马斯克说，SpaceX2027年要在太空建数据中心。疯狂吗？或许。但资本市场最愿意买单的，从来就是"疯狂"本身。
#SpaceX #meta #投资理财
#spacex市值达1.613万亿美元超越meta
Minda Maharg iCIm:
谁在底部拿到的都可以赚30刀了
Okay, SpaceX is probably the bStock that caught my attention the most.
There’s something unusual about seeing a company like SpaceX represented in a tokenized stock format. It’s one of those names that feels like it belongs in the future — and now you can actually follow its market exposure through SPCXB on Binance.
What I find particularly interesting about bStocks is that the story doesn’t stop when traditional stock markets close. bStocks can be traded 24/7, so price movements and market reactions don’t have to wait for the next US trading session.
And for someone used to crypto markets, that feels pretty natural.
I’m not looking at SPCXB as some guaranteed opportunity — there’s no such thing in markets. I’m more interested in watching how a tokenized version of a high-profile company behaves when trading is available around the clock.
Would SpaceX be the first bStock you’d check out, or is there another company on your list? 👇
@BinanceCIS
#bstockscis
#SPCX
#SpaceX
There’s something unusual about seeing a company like SpaceX represented in a tokenized stock format. It’s one of those names that feels like it belongs in the future — and now you can actually follow its market exposure through SPCXB on Binance.
What I find particularly interesting about bStocks is that the story doesn’t stop when traditional stock markets close. bStocks can be traded 24/7, so price movements and market reactions don’t have to wait for the next US trading session.
And for someone used to crypto markets, that feels pretty natural.
I’m not looking at SPCXB as some guaranteed opportunity — there’s no such thing in markets. I’m more interested in watching how a tokenized version of a high-profile company behaves when trading is available around the clock.
Would SpaceX be the first bStock you’d check out, or is there another company on your list? 👇
@BinanceCIS
#bstockscis
#SPCX
#SpaceX
SpaceX ($SPCX ) absorve unlock de 911M de ações com força! 🚀
A recente liberação de ações do tokenizado $SPCX testou a liquidez do mercado — e a resposta foi extremamente positiva. Mesmo dobrando a oferta em circulação, o preço do token fechou o dia do unlock em alta (+6%).
Destaques do mercado:
Demanda Absorbida: Volume de negociação disparou com a entrada das novas ações.
Fundamento Forte: Crescimento de receita de 92%, superando as expectativas do mercado.
Marco Concluído: A maior expansão de oferta pós-IPO já ficou para trás.
O que isso reflete? Quando um ativo absorve um grande evento de token unlock subindo de preço, sinaliza forte interesse institucional e de varejo nos ativos do mundo real (RWA). A sustentação acima dos $116 mostra que os investidores estão de olho nos fundamentos de longo prazo da empresa, e não apenas na diluição no curto prazo.
O setor de Real World Assets (RWA) continua provando seu valor ao trazer liquidez 24/7 para grandes empresas de tecnologia.
O que acham desse movimento do $SPCX ? Acreditam na manutenção da alta para o resto do mês? Deixem nos comentários! 👇
#SpaceX #RWA #CryptoNews #BinanceSquare #SPCX
$SPCXB
A recente liberação de ações do tokenizado $SPCX testou a liquidez do mercado — e a resposta foi extremamente positiva. Mesmo dobrando a oferta em circulação, o preço do token fechou o dia do unlock em alta (+6%).
Destaques do mercado:
Demanda Absorbida: Volume de negociação disparou com a entrada das novas ações.
Fundamento Forte: Crescimento de receita de 92%, superando as expectativas do mercado.
Marco Concluído: A maior expansão de oferta pós-IPO já ficou para trás.
O que isso reflete? Quando um ativo absorve um grande evento de token unlock subindo de preço, sinaliza forte interesse institucional e de varejo nos ativos do mundo real (RWA). A sustentação acima dos $116 mostra que os investidores estão de olho nos fundamentos de longo prazo da empresa, e não apenas na diluição no curto prazo.
O setor de Real World Assets (RWA) continua provando seu valor ao trazer liquidez 24/7 para grandes empresas de tecnologia.
O que acham desse movimento do $SPCX ? Acreditam na manutenção da alta para o resto do mês? Deixem nos comentários! 👇
#SpaceX #RWA #CryptoNews #BinanceSquare #SPCX
$SPCXB
🎯 TRIPLE CONFIRMACIÓN: SpaceX roza los $140 y valida cada uno de nuestros análisis 🚀🔥
Lo advertimos en $114, lo ratificamos en $124 y hoy el mercado vuelve a darnos la razón de forma contundente. $SPCXB /USDT no solo rompió su máximo histórico, sino que registró un pico intradiario en los $139.47 y actualmente cotiza con una solidez envidiable en los $133.81 - $133.83.
📊 El mapa técnico actual (Gráfico de 1H):
🟢 Soporte dinámico impecable: La acción del precio se sostiene firmemente por encima de la MA7 ($133.55) y la MA25 ($132.74), usando el VWAP ($133.06) como plataforma de aterrizaje.
🛡️ Supertrend intacto: El indicador se mantiene completamente verde en los $131.52, confirmando que la estructura alcista de fondo no se ha roto.
🛑 Enfriamiento saludable: Tras tocar rozar los $140, el RSI retrocede desde sobrecompra hacia los 71-73 puntos mientras el MACD ajusta su velocidad. No es una caída: es el mercado digiriendo un impulso parabólico.
Quienes han seguido esta secuencia desde los $114 acumulan un rendimiento superior al +22%. Operar con análisis técnico estructurado y lectura del flujo institucional siempre le ganará al ruido del mercado.
#SpaceX #cryptotrading
Lo advertimos en $114, lo ratificamos en $124 y hoy el mercado vuelve a darnos la razón de forma contundente. $SPCXB /USDT no solo rompió su máximo histórico, sino que registró un pico intradiario en los $139.47 y actualmente cotiza con una solidez envidiable en los $133.81 - $133.83.
📊 El mapa técnico actual (Gráfico de 1H):
🟢 Soporte dinámico impecable: La acción del precio se sostiene firmemente por encima de la MA7 ($133.55) y la MA25 ($132.74), usando el VWAP ($133.06) como plataforma de aterrizaje.
🛡️ Supertrend intacto: El indicador se mantiene completamente verde en los $131.52, confirmando que la estructura alcista de fondo no se ha roto.
🛑 Enfriamiento saludable: Tras tocar rozar los $140, el RSI retrocede desde sobrecompra hacia los 71-73 puntos mientras el MACD ajusta su velocidad. No es una caída: es el mercado digiriendo un impulso parabólico.
Quienes han seguido esta secuencia desde los $114 acumulan un rendimiento superior al +22%. Operar con análisis técnico estructurado y lectura del flujo institucional siempre le ganará al ruido del mercado.
#SpaceX #cryptotrading
$SPCX 135.79，刚才那波拉高到141.8又砸下来，量能484M看着挺猛。
SpaceX这基本面没啥好说的，星舰试飞一次比一次稳，估值1800亿美金不是吹出来的。但代币化后散户参与度高了，波动也大。
短线看132.69这个低点，撑住了就是震荡洗盘，稳不住下一档看128附近。
阻力位141.8，两次冲不过去就得减仓。我自己的逻辑是破132.7止损，仓位控制在两成以内。TradFi这帮机构进场也不是来做慈善的，推升之前肯定先甩人下车。美股那边 $NVDA 今晚如果走强，$SPCX 还有机会再试一次高点。
#SpaceX
SpaceX这基本面没啥好说的，星舰试飞一次比一次稳，估值1800亿美金不是吹出来的。但代币化后散户参与度高了，波动也大。
短线看132.69这个低点，撑住了就是震荡洗盘，稳不住下一档看128附近。
阻力位141.8，两次冲不过去就得减仓。我自己的逻辑是破132.7止损，仓位控制在两成以内。TradFi这帮机构进场也不是来做慈善的，推升之前肯定先甩人下车。美股那边 $NVDA 今晚如果走强，$SPCX 还有机会再试一次高点。
#SpaceX
*$SpaceX bStock holding gains 🌌*
$SPCXB /USDT: *$135.86* (+1.92% today, +0.07% 1h)
- 24h Range: $133.23 → $141.11
- 24h Volume: 130,174 SPCXB / $17.79M USDT
- Underlying SPCX: $133.77 (+16.97%)
After that big spike toward $141, SPCXB is consolidating above $135. Zero maker fee on bStocks makes these dips interesting for swing traders.
With SpaceX news driving momentum, do you see SPCXB retesting $141 or cooling back to $133 support first?
What’s your target? 👇
#SpaceX #BStocks #spcxb #Binance #StocksDown
$SPCXB /USDT: *$135.86* (+1.92% today, +0.07% 1h)
- 24h Range: $133.23 → $141.11
- 24h Volume: 130,174 SPCXB / $17.79M USDT
- Underlying SPCX: $133.77 (+16.97%)
After that big spike toward $141, SPCXB is consolidating above $135. Zero maker fee on bStocks makes these dips interesting for swing traders.
With SpaceX news driving momentum, do you see SPCXB retesting $141 or cooling back to $133 support first?
What’s your target? 👇
#SpaceX #BStocks #spcxb #Binance #StocksDown
SpaceX（SPCX）8月7日收报133.11美元，市值回弹到1.75万亿美元一线，把8月5日因Q2财报AI资本开支激增（单季158亿、环比翻倍）而暴跌13.6%、被Meta（约1.50万亿）短暂反超的坑填了大半，重新挤回全球市值前12。
这场拉锯的本质，不是"火箭公司打败广告公司"，而是市场在给"未来基础设施"重切估值权重：Meta的1.5万亿锚定在Facebook/Instagram的流量变现与AI广告ROI上，现金流厚、但叙事天花板看得见；SpaceX的定价锚则是星链1200万用户造血+轨道数据中心"Starmind/AI1"+"2029年ARR 1000亿、2030年营收1万亿"的星辰大海——前者是DCF能算清的现在，后者是给30年后地月算力网的期权溢价。
从6月IPO首日收161美元、市值冲2.1万亿，到7月底跌穿135发行价、8月5日探至108美元（1.43万亿），再到本周解禁未现抛压、两日拉升23%回1.6万亿+，这种IPO后两个月走完牛熊一轮的过山车，恰恰说明多空在为一个"无先验标的"激烈做市商报价：多头按摩根士丹利模型把轨道AI算到2032年反超地面算力、给AI业务50%+估值权重；空头拿德银"太空非算力成本是地面6倍"和晨星62美元公允价值反击。
马斯克说2027年初发AI1原型、年底太空算力冲1GW、轨道数据中心"不是远方的事"——疯狂吗？当然。但上市以来高盛喊220美元、花旗长看900美元的逻辑从来不是"今年赚多少"，而是资本市场愿意为可证伪的疯狂付多少跨期贴现。SpaceX把球带到了"太空算力能否把市梦率兑成EBITDA"的禁区前沿，下一脚射门不是CPI，是2027年那批卫星真不真能开机。
#spacex #meta
这场拉锯的本质，不是"火箭公司打败广告公司"，而是市场在给"未来基础设施"重切估值权重：Meta的1.5万亿锚定在Facebook/Instagram的流量变现与AI广告ROI上，现金流厚、但叙事天花板看得见；SpaceX的定价锚则是星链1200万用户造血+轨道数据中心"Starmind/AI1"+"2029年ARR 1000亿、2030年营收1万亿"的星辰大海——前者是DCF能算清的现在，后者是给30年后地月算力网的期权溢价。
从6月IPO首日收161美元、市值冲2.1万亿，到7月底跌穿135发行价、8月5日探至108美元（1.43万亿），再到本周解禁未现抛压、两日拉升23%回1.6万亿+，这种IPO后两个月走完牛熊一轮的过山车，恰恰说明多空在为一个"无先验标的"激烈做市商报价：多头按摩根士丹利模型把轨道AI算到2032年反超地面算力、给AI业务50%+估值权重；空头拿德银"太空非算力成本是地面6倍"和晨星62美元公允价值反击。
马斯克说2027年初发AI1原型、年底太空算力冲1GW、轨道数据中心"不是远方的事"——疯狂吗？当然。但上市以来高盛喊220美元、花旗长看900美元的逻辑从来不是"今年赚多少"，而是资本市场愿意为可证伪的疯狂付多少跨期贴现。SpaceX把球带到了"太空算力能否把市梦率兑成EBITDA"的禁区前沿，下一脚射门不是CPI，是2027年那批卫星真不真能开机。
#spacex #meta
💥 $SPACEX V-SHAPED REBOUND AFTER LOCKUP LIQUIDITY SWEEP! 🦈
Entry: 133.11 ⚡
Target: 248 🚀
📌 That lockup unlock was the trap, not the top. Roughly 9.11B insider shares hit the tape on August 6th — and instead of crumbling, $SPACEX swept the lows and reclaimed the $135 IPO line within 48 hours. 📊 That's institutional overhang absorption, the kind of V-shaped structure that forces late shorts to cover.
💡 The fundamentals back the footprint: revenue printed $7.81B versus $6.9B expected, Starlink nearly doubled to $4.2B+, and Bernstein lifted its target to $248 while consensus still sees 70%+ upside from Friday's close. 💬 Do you trust this V-shape at 133, or wait to bid the next sweep toward 108? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #SPACEX #Breakout #VShape #IPO #SmartMoney
🔥 🦈
Entry: 133.11 ⚡
Target: 248 🚀
📌 That lockup unlock was the trap, not the top. Roughly 9.11B insider shares hit the tape on August 6th — and instead of crumbling, $SPACEX swept the lows and reclaimed the $135 IPO line within 48 hours. 📊 That's institutional overhang absorption, the kind of V-shaped structure that forces late shorts to cover.
💡 The fundamentals back the footprint: revenue printed $7.81B versus $6.9B expected, Starlink nearly doubled to $4.2B+, and Bernstein lifted its target to $248 while consensus still sees 70%+ upside from Friday's close. 💬 Do you trust this V-shape at 133, or wait to bid the next sweep toward 108? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #SPACEX #Breakout #VShape #IPO #SmartMoney
🔥 🦈
💥 $SPACEX V-SHAPED REBOUND AFTER LOCKUP FLUSH — +23% IN 48 HOURS 🚨
Entry: 133.11 ⚡
Target: 230 🚀
This is a textbook V-bounce. SpaceX got hammered 46% from the June peak, the first lockup unlock released 911M insider shares, and instead of rolling over, price stormed right back to the 135 IPO line in two violent sessions. 📊 That's heavy supply absorbed — and Musk's net worth snapped back above $800B on a single $96B daily print.
The engine isn't vibes. Revenue exploded 92% to $7.81B against $6.9B consensus, Starlink nearly doubled to $4.2B+, and $15.8B of AI capex shows where the war chest is aimed. 💡 With consensus targets at 227-231, the street is still pricing in 70% upside from here.
💬 Is this the start of a full reclaim, or a bull trap before the next overhang? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #SPACEX #VReversal #Breakout #Earnings
🚀 🔥
Entry: 133.11 ⚡
Target: 230 🚀
This is a textbook V-bounce. SpaceX got hammered 46% from the June peak, the first lockup unlock released 911M insider shares, and instead of rolling over, price stormed right back to the 135 IPO line in two violent sessions. 📊 That's heavy supply absorbed — and Musk's net worth snapped back above $800B on a single $96B daily print.
The engine isn't vibes. Revenue exploded 92% to $7.81B against $6.9B consensus, Starlink nearly doubled to $4.2B+, and $15.8B of AI capex shows where the war chest is aimed. 💡 With consensus targets at 227-231, the street is still pricing in 70% upside from here.
💬 Is this the start of a full reclaim, or a bull trap before the next overhang? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #SPACEX #VReversal #Breakout #Earnings
🚀 🔥
SpaceX 股价连续两日大幅反弹，对做空者来说压力山大，因为他们可能被迫回补。SpaceX 股票被卖空的数量仍然超过 2.5 亿股，占当前可交易股票的 16%。如果股价快速上涨，这些空头被迫回补可能进一步推升股价。这种情况下，SpaceX 股价可能会继续上涨。SpaceX 期权市场交易也非常活跃，截至周五下午 1 时 50 分，SpaceX 期权成交量达到 224 万份合约，其中看涨期权成交量达到 130 万份，创历史新高，显示资金正在重新涌入。然而，市场对 SpaceX 高估值的担忧并没有消失，投资者仍需要面对 SpaceX 的 AI、卫星互联网和航天业务能否兑现潜力的问题。在这种情况下，如果 SpaceX 的业务表现出色，市场可能会继续为其支付高估值。反之，如果业务表现不佳，高估值可能会成为拖累。说白了，SpaceX 股价的走势取决于其业务的发展。偏多，反向信号是 SpaceX业务表现不佳。
#SpaceX
#SpaceX
ຢືນຢັນແລ້ວ
史上最大解禁，SpaceX不但没崩还暴涨16%，散户看傻了
今天聊个美股圈炸裂的事。
SpaceX解禁了，9.1亿股、市值超1000亿美金，美股历史上规模最大的限售股解禁。
按常识，这么大解禁=抛售潮=股价崩盘，对吧？
结果呢？SpaceX两天累涨23%，昨天单日又暴涨16%，收在133.11美金，市值1.75万亿。解禁不但没砸盘，反而成了起飞催化剂。
市场逻辑也简单：1.75万亿市值的大票，解禁前人人怕砸盘，结果内部人一股没跑，反而被解读成"长期资金看好"，直接挤空式上涨。
更骚的是它还说要自建发电设施，给和特斯拉在德州搞的半导体工厂供电。你品品，火箭公司跑去搞芯片制造了，这跨界跨得比币圈还野。
A股解禁吓死人，美股解禁涨翻天，同样是"解禁"两个字，命运咋就差这么多？
#SpaceX $SPCXB
今天聊个美股圈炸裂的事。
SpaceX解禁了，9.1亿股、市值超1000亿美金，美股历史上规模最大的限售股解禁。
按常识，这么大解禁=抛售潮=股价崩盘，对吧？
结果呢？SpaceX两天累涨23%，昨天单日又暴涨16%，收在133.11美金，市值1.75万亿。解禁不但没砸盘，反而成了起飞催化剂。
市场逻辑也简单：1.75万亿市值的大票，解禁前人人怕砸盘，结果内部人一股没跑，反而被解读成"长期资金看好"，直接挤空式上涨。
更骚的是它还说要自建发电设施，给和特斯拉在德州搞的半导体工厂供电。你品品，火箭公司跑去搞芯片制造了，这跨界跨得比币圈还野。
A股解禁吓死人，美股解禁涨翻天，同样是"解禁"两个字，命运咋就差这么多？
#SpaceX $SPCXB
风中浪客:
哈哈，解禁砸盘这剧本看多了，在币圈都是利好出货利空拉盘，美股也学会了？
SpaceX周五大涨15.83%，收在133.11美元，最新市值约1.75万亿美元。Meta收于592.10美元，市值约1.51万亿美元。话题里的1.613万亿美元已经被周五收盘刷新。SpaceX重新反超Meta，靠的是业绩，还是一场解除禁售后的逼空？
【一天多出2400亿美元】
（结构图见封面与正文配图，请对照蓝折线摆动与右侧 Fib 虚线阅读。）
8月7日，SpaceX成交约2.42亿股，接近三个月日均成交量的两倍。市值从前一天约1.51万亿美元跳到1.75万亿美元，一天增加约2400亿美元，重新站到Meta前面。
这个排名最近换得很勤。SpaceX在6月12日以135美元上市，首日市值约1.77万亿美元，6月16日盘中一度冲到225.64美元。8月3日又跌到104.83美元，前后不到两个月，估值已经走过一轮过山车。
周五收盘价只比135美元的发行价低1.4%左右。市值超过Meta很吸睛，SpaceX距离自己的高点仍有约41%的距离。
【财报确实给了硬数字】
SpaceX二季度收入78.1亿美元，同比增长92%，高于市场预期的69.3亿美元。净亏损从去年同期约10亿美元收窄到5.41亿美元。
Starlink所在的连接业务仍是赚钱主力。该板块收入42.9亿美元，营业利润16.6亿美元，订阅用户达到1200万。AI板块收入25.6亿美元，营业亏损12.6亿美元。航天业务收入9.62亿美元，营业亏损5.42亿美元。
现在的SpaceX装着三套生意。Starlink负责现金流，火箭与星舰继续烧钱，AI算力业务则把估值往科技股方向推。投资者给1.75万亿美元，买下的是这几条路线同时跑成的预期。
【周五的上涨还有交易因素】
8月6日迎来第一批禁售股解锁，理论上最多约9.12亿股获得出售资格。市场原先担心近千亿美元的潜在抛压，真正到了解锁日，大规模卖盘没有立刻砸下来。空头回补与筹码偏少一起放大了次日涨幅。
Terafab也添了一把火。SpaceX与Tesla、Intel计划在得州推进芯片工厂，最新公布的首阶段投入约168亿美元。项目仍处在建设早期，历史披露中的投资口径也有差异，当前还不能把远期产能直接算成利润。
解锁压力也没有一次消失。公司计划每隔两三周继续释放部分可售股份，直到12月。周五没有出现抛售潮，只能说明第一关暂时过了。
【超过Meta该怎么读】
Meta用广告业务和现成利润支撑1.51万亿美元市值。SpaceX靠Starlink增长、航天壁垒与AI远期收入拿到更高定价。两家公司放在一起，市场比较的是确定现金流和远期增长愿意各付多少钱。
SpaceX季度收入只有78.1亿美元，季度资本开支却达到183.7亿美元，净利润仍是负数。低流通盘又会放大每一次买卖。市值排名已经反超，盈利能力还没有追上。
接下来我会看133美元附近能否站稳，也会看后续解锁时成交量有没有继续失控。若股价守住发行价，市场愿意继续给Starlink与AI溢价。跌回115美元下方，这次反超很可能又变成一张短期排名截图。
资料参考SpaceX二季度业绩、Yahoo Finance、CNBC、StockAnalysis与8月7日美股收盘数据。
你更愿意为SpaceX的远期增长付1.75万亿美元，还是更信Meta已经落袋的现金流？
$SPCX $META #spacex市值达1.613万亿美元超越meta #美股 #SpaceX
蜻蜓队长｜一个喜欢分析数据和K线的财经博主。
【一天多出2400亿美元】
（结构图见封面与正文配图，请对照蓝折线摆动与右侧 Fib 虚线阅读。）
8月7日，SpaceX成交约2.42亿股，接近三个月日均成交量的两倍。市值从前一天约1.51万亿美元跳到1.75万亿美元，一天增加约2400亿美元，重新站到Meta前面。
这个排名最近换得很勤。SpaceX在6月12日以135美元上市，首日市值约1.77万亿美元，6月16日盘中一度冲到225.64美元。8月3日又跌到104.83美元，前后不到两个月，估值已经走过一轮过山车。
周五收盘价只比135美元的发行价低1.4%左右。市值超过Meta很吸睛，SpaceX距离自己的高点仍有约41%的距离。
【财报确实给了硬数字】
SpaceX二季度收入78.1亿美元，同比增长92%，高于市场预期的69.3亿美元。净亏损从去年同期约10亿美元收窄到5.41亿美元。
Starlink所在的连接业务仍是赚钱主力。该板块收入42.9亿美元，营业利润16.6亿美元，订阅用户达到1200万。AI板块收入25.6亿美元，营业亏损12.6亿美元。航天业务收入9.62亿美元，营业亏损5.42亿美元。
现在的SpaceX装着三套生意。Starlink负责现金流，火箭与星舰继续烧钱，AI算力业务则把估值往科技股方向推。投资者给1.75万亿美元，买下的是这几条路线同时跑成的预期。
【周五的上涨还有交易因素】
8月6日迎来第一批禁售股解锁，理论上最多约9.12亿股获得出售资格。市场原先担心近千亿美元的潜在抛压，真正到了解锁日，大规模卖盘没有立刻砸下来。空头回补与筹码偏少一起放大了次日涨幅。
Terafab也添了一把火。SpaceX与Tesla、Intel计划在得州推进芯片工厂，最新公布的首阶段投入约168亿美元。项目仍处在建设早期，历史披露中的投资口径也有差异，当前还不能把远期产能直接算成利润。
解锁压力也没有一次消失。公司计划每隔两三周继续释放部分可售股份，直到12月。周五没有出现抛售潮，只能说明第一关暂时过了。
【超过Meta该怎么读】
Meta用广告业务和现成利润支撑1.51万亿美元市值。SpaceX靠Starlink增长、航天壁垒与AI远期收入拿到更高定价。两家公司放在一起，市场比较的是确定现金流和远期增长愿意各付多少钱。
SpaceX季度收入只有78.1亿美元，季度资本开支却达到183.7亿美元，净利润仍是负数。低流通盘又会放大每一次买卖。市值排名已经反超，盈利能力还没有追上。
接下来我会看133美元附近能否站稳，也会看后续解锁时成交量有没有继续失控。若股价守住发行价，市场愿意继续给Starlink与AI溢价。跌回115美元下方，这次反超很可能又变成一张短期排名截图。
资料参考SpaceX二季度业绩、Yahoo Finance、CNBC、StockAnalysis与8月7日美股收盘数据。
你更愿意为SpaceX的远期增长付1.75万亿美元，还是更信Meta已经落袋的现金流？
$SPCX $META #spacex市值达1.613万亿美元超越meta #美股 #SpaceX
蜻蜓队长｜一个喜欢分析数据和K线的财经博主。
Musk says an AI1 prototype will be issued in early 2027, space compute will surge to 1GW by the end of the year, and that orbit data centers are “not something far away.” Is that crazy? Of course. But the logic behind Goldman calling for $220 and Citigroup looking for $900 since the IPO was never “how much it will earn this year.” Instead, it’s about how much the capital market is willing to pay for audacious, falsifiable ideas—using cross-period discounting. SpaceX has taken the ball to the frontier of whether “space compute” can convert the market’s dream multiple into EBITDA. The next shot isn’t CPI—it’s whether the batches of satellites in 2027 truly can power on.
#SpaceX #meta
#SpaceX #meta
只会呐喊的尖刀手
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SpaceX（SPCX）8月7日收报133.11美元，市值回弹到1.75万亿美元一线，把8月5日因Q2财报AI资本开支激增（单季158亿、环比翻倍）而暴跌13.6%、被Meta（约1.50万亿）短暂反超的坑填了大半，重新挤回全球市值前12。
这场拉锯的本质，不是"火箭公司打败广告公司"，而是市场在给"未来基础设施"重切估值权重：Meta的1.5万亿锚定在Facebook/Instagram的流量变现与AI广告ROI上，现金流厚、但叙事天花板看得见；SpaceX的定价锚则是星链1200万用户造血+轨道数据中心"Starmind/AI1"+"2029年ARR 1000亿、2030年营收1万亿"的星辰大海——前者是DCF能算清的现在，后者是给30年后地月算力网的期权溢价。
从6月IPO首日收161美元、市值冲2.1万亿，到7月底跌穿135发行价、8月5日探至108美元（1.43万亿），再到本周解禁未现抛压、两日拉升23%回1.6万亿+，这种IPO后两个月走完牛熊一轮的过山车，恰恰说明多空在为一个"无先验标的"激烈做市商报价：多头按摩根士丹利模型把轨道AI算到2032年反超地面算力、给AI业务50%+估值权重；空头拿德银"太空非算力成本是地面6倍"和晨星62美元公允价值反击。
马斯克说2027年初发AI1原型、年底太空算力冲1GW、轨道数据中心"不是远方的事"——疯狂吗？当然。但上市以来高盛喊220美元、花旗长看900美元的逻辑从来不是"今年赚多少"，而是资本市场愿意为可证伪的疯狂付多少跨期贴现。SpaceX把球带到了"太空算力能否把市梦率兑成EBITDA"的禁区前沿，下一脚射门不是CPI，是2027年那批卫星真不真能开机。
#spaceX #meta
这场拉锯的本质，不是"火箭公司打败广告公司"，而是市场在给"未来基础设施"重切估值权重：Meta的1.5万亿锚定在Facebook/Instagram的流量变现与AI广告ROI上，现金流厚、但叙事天花板看得见；SpaceX的定价锚则是星链1200万用户造血+轨道数据中心"Starmind/AI1"+"2029年ARR 1000亿、2030年营收1万亿"的星辰大海——前者是DCF能算清的现在，后者是给30年后地月算力网的期权溢价。
从6月IPO首日收161美元、市值冲2.1万亿，到7月底跌穿135发行价、8月5日探至108美元（1.43万亿），再到本周解禁未现抛压、两日拉升23%回1.6万亿+，这种IPO后两个月走完牛熊一轮的过山车，恰恰说明多空在为一个"无先验标的"激烈做市商报价：多头按摩根士丹利模型把轨道AI算到2032年反超地面算力、给AI业务50%+估值权重；空头拿德银"太空非算力成本是地面6倍"和晨星62美元公允价值反击。
马斯克说2027年初发AI1原型、年底太空算力冲1GW、轨道数据中心"不是远方的事"——疯狂吗？当然。但上市以来高盛喊220美元、花旗长看900美元的逻辑从来不是"今年赚多少"，而是资本市场愿意为可证伪的疯狂付多少跨期贴现。SpaceX把球带到了"太空算力能否把市梦率兑成EBITDA"的禁区前沿，下一脚射门不是CPI，是2027年那批卫星真不真能开机。
#spaceX #meta
🚨 $SPACEX SHORT SQUEEZE FUEL IS STACKING — 16% OF THE FLOAT STILL BORROWED AND BLEEDING! 🦈
📊 The rebound is forcing the crowd that bet against the rocket to face a painful reality. Over 250 million shares remain shorted, and when price lifts with that much fuel underneath, covering becomes a self-feeding fire. 📈
🔥 The options tape just confirmed the shift — 2.24 million contracts traded Friday, with 1.3 million calls printing a historic high. That's not noise; that's conviction flowing back into the name while leveraged bears run out of runway. ⚡
💡 But sharp rallies don't erase the big question mark hovering above the valuation. The unlock overhang fades, sure — yet the market still has to decide what SpaceX is worth before AI and satellite revenue truly materialize. 🛡️
💬 Are you riding the squeeze momentum or waiting for the valuation debate to settle first? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #SpaceX #ShortSqueeze #OptionsFlow #Momentum #Markets
🎯 🦈
📊 The rebound is forcing the crowd that bet against the rocket to face a painful reality. Over 250 million shares remain shorted, and when price lifts with that much fuel underneath, covering becomes a self-feeding fire. 📈
🔥 The options tape just confirmed the shift — 2.24 million contracts traded Friday, with 1.3 million calls printing a historic high. That's not noise; that's conviction flowing back into the name while leveraged bears run out of runway. ⚡
💡 But sharp rallies don't erase the big question mark hovering above the valuation. The unlock overhang fades, sure — yet the market still has to decide what SpaceX is worth before AI and satellite revenue truly materialize. 🛡️
💬 Are you riding the squeeze momentum or waiting for the valuation debate to settle first? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #SpaceX #ShortSqueeze #OptionsFlow #Momentum #Markets
🎯 🦈
The current price is ~$133.11 with a valuation around $1.75T, backed by active 24h trading volume.
⚡ Short-term (Daily): Driven by strong inflows; key resistance rests at $140, with support at $115.
🌊 Medium-term (Weekly): Supported by aerospace progress, maintaining a bullish range-bound trend.
🏔️ Long-term (Monthly): Anchored by global satellite deployment and structural competitive moat.
Comprehensive Outlook: High-level consolidation building momentum. Target resistance zone: $140–$160; key support defense zone: $115–$105.
Black swan risks include launch mission failures or macro liquidity tightening.
#SPCX #CryptoAnalysis #SpaceX
⚡ Short-term (Daily): Driven by strong inflows; key resistance rests at $140, with support at $115.
🌊 Medium-term (Weekly): Supported by aerospace progress, maintaining a bullish range-bound trend.
🏔️ Long-term (Monthly): Anchored by global satellite deployment and structural competitive moat.
Comprehensive Outlook: High-level consolidation building momentum. Target resistance zone: $140–$160; key support defense zone: $115–$105.
Black swan risks include launch mission failures or macro liquidity tightening.
#SPCX #CryptoAnalysis #SpaceX
Luckierjason:
大佬，私域需要邀请码
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