[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioc98bd199":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"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},"dcioc98bd199","SpaceX(SPCX)股价较峰值跌近30%，资深投资人辣评：解禁洪峰将至，仅值每股30美元","\u002Fdoc\u002Fdcioc98bd199","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，太空探索技术公司SpaceX(SPCX)股价已较IPO后收盘峰值超200美元回落约28%，老牌投资人乔治·诺布尔再度发出看空之声，并预警未来数月该股将面临内部人集中减持的压力。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">诺布尔上周六在X平台发布长篇分析帖称“史上最大IPO，亦正成型为史上最大‘退出流动性’操作。”他直言，“此次IPO的架构设计，就是为了将散户投资者的资金与公司股权做切割。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">曾参与创立富达海外基金的诺布尔指出，SpaceX估值与基本面严重脱节。他测算，公司以135美元发行价上市时，市销率已逾90倍，挂牌后更一度逼近140倍市销率。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">他还认为，该股上市初期的上涨并非由基本面驱动，而是源于他所谓的“人为逼空”。诺布尔表示，IPO后SpaceX可流通股份占比不足5%，而公司迅速被纳入纳斯达克100指数(QQQ、IQQ)及罗素指数(IWB、IWL)，迫使被动型基金和ETF在公众流通盘最为紧张之际，不得不大举买入数十亿美元市值的股票。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">“供给微不足道，买入却是强制性的——这就是人为制造的逼空。”诺布尔写道。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">诺布尔判断，这一格局即将逆转。他指出，公司已公布的锁定期安排显示，内部人股份将分批解禁——自二季度财报发布后启动，持续至年底，最后一批定于2027年6月解封。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">据诺布尔测算，随着员工及早期投资者获得减持权限，这些解禁批次或将令可流通股本急剧扩张。他认为，未来数月股价的主要催化剂并非公司基本面，而是已披露的解禁时间表。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">诺布尔称，星链(Starlink)是SpaceX唯一持续盈利的业务，但单凭此业务不足以支撑公司当前市值。他估算SpaceX合理估值约为每股30美元，并称该公司为“我所见过的最为严重的大盘股估值泡沫”。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">上周五，SpaceX股价收于约145美元，较135美元的IPO发行价仅高出约10美元。\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> 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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 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 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，每天处理海量股票数据：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，美股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":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"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"]