[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciob05a28ec":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciob05a28ec","Oppenheimer：物理AI有望成为下一增加引擎-予SpaceX(SPCX)250美元目标价","\u002Fdoc\u002Fdciob05a28ec","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，Oppenheimer给予SpaceX(SPCX)250美元目标价，较其当前约150美元的股价仍有显著上涨空间。该公司两周前刚刚完成首次公开募股，而Oppenheimer认为，SpaceX未来估值上行的核心逻辑，主要来自其在人工智能(AI)、通信网络以及物理智能领域的长期潜力。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Oppenheimer科技分析师Timothy Horan在接受采访时表示，SpaceX的估值很大程度上取决于公司未来在AI领域的机会，尤其是Starlink星链业务向移动通信市场扩张的潜力。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Horan指出，Starlink移动服务将成为SpaceX近期最重要的增长动力之一。公司计划直接挑战Verizon(VZ)、AT&T(T)和T-Mobile(TMUS)等美国传统电信运营商，切入规模庞大的通信市场。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">“这是SpaceX短期内最值得争取的最大市场。”Horan表示。他指出，全球通信市场规模约为2万亿美元，而SpaceX正试图通过卫星通信和新型网络架构对这一市场进行重塑。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">为了在纽约等大型城市市场与传统运营商竞争，Horan表示，SpaceX可能需要建设地面网络，并通过类似SiriusXM卫星广播所采用的中继器模式，提高城市地区的网络覆盖和连接稳定性。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Horan对这一战略表达了信心。他认为，过去30年来，无线通信技术本身并没有发生根本性变化，因此整个行业已经具备被新技术重塑的条件。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">他表示，随着卫星网络、地面中继设备以及低延迟通信能力不断成熟，SpaceX有望在移动通信领域打开新的增长空间。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">除通信业务外，Horan还特别强调了物理AI带来的长期机会。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">他认为，未来四至五年内，物理AI将成为AI领域增长最快的方向之一。所谓物理AI，是指AI能力从数字世界走向现实世界，赋能自动驾驶汽车、卡车、机器人、工业设备以及各类物联网终端，使机器能够在真实环境中感知、判断并执行任务。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Horan表示，随着通信网络和计算能力持续提升，越来越多物联网(IoT)和机器对机器通信应用将成为可能。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在他看来，自动驾驶汽车、自动驾驶卡车、机器人以及工业自动化设备，都将依赖更强大的网络连接和计算基础设施，而这正是SpaceX未来可能发挥重要作用的领域。“这只是我们即将在物理AI领域看到的革命的开始。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">对于市场关注的SpaceX与特斯拉(TSLA)未来是否可能合并，Horan表示，如果从投资角度考虑，他会建议买入特斯拉，因为该公司拥有独特的技术优势。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">不过，他认为SpaceX与特斯拉真正合并可能仍需数年时间。Horan表示，只有当SpaceX拥有更多自有AI基础设施和AI模型之后，双方合并才会更具战略意义。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Oppenheimer此次给出250美元目标价，反映出华尔街正在将SpaceX从单纯的航天发射和卫星互联网公司，重新定位为一家横跨通信基础设施、AI算力网络和物理智能生态的科技平台型企业。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">随着Starlink持续扩大覆盖范围，并进一步切入移动通信、物联网和自动驾驶等场景，SpaceX未来增长空间正在受到资本市场越来越多关注。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FS\u002FSPCX\u002FSPCX.jpg","2026-06-26T18:14:23","2026.06.26","2026\u002F06\u002F26",34099,[22],"SPCX","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]