[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciod71a812a":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,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciod71a812a","SpaceX(SPCX)收涨7.6%，创6月份以来新高，帮助马斯克“恢复”万亿美元富豪头衔","\u002Fdoc\u002Fdciod71a812a","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>SpaceX(SPCX)股价周一大涨近8%，推动马斯克净资产重新突破万亿美元大关。摩根士丹利分析师前一日发布看多报告，称该股价格\"低估\"，叠加公司近期多项里程碑式飞行任务，共同催动此轮涨势。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>周一收盘，SpaceX股价报171.09美元，创6月中旬以来新高。据福布斯实时富豪榜，马斯克当日净资产增加约306亿美元，总财富升至约1.03万亿美元，位居富豪榜首。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这是马斯克继今年6月SpaceX首次公开募股后，再度跻身万亿美元级别。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>SpaceX股价自8月初触底以来已累计反弹约58%。摩根士丹利为该股设定300美元目标价，较周一收盘价具有约75%的上行空间，并建议投资者在公司下一次星舰试飞及第三季度财报发布前布局。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>摩根士丹利看多，多重催化剂共振\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>摩根士丹利分析师周日发布研报指出，以目前股价来看，SpaceX 的价值被明显低估了。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>报告重点强调\"未来人工智能产品发布、星舰研发进展以及新增云服务合同\"等潜在催化剂，维持买入评级。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>上周，SpaceX在单日内完成多项历史性飞行任务，包括为美国宇航局（NASA）执行载人任务、将宇航员送往国际空间站，以及将谷歌人工智能芯片发射入轨。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分析师指出，若SpaceX在下一次试飞中尝试回收星舰上级飞船，此举可能成为\"自IPO以来最重大的正面催化剂\"。此前历次测试中，星舰上级飞船均溅落海洋，可重复使用能力尚未得到验证。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>星舰是迄今为止人类建造的最大火箭，设计目标为上级飞船与助推器均可安全回收并重复使用。SpaceX计划借助星舰将星链卫星送入轨道，并承接其他商业及政府机构的货运和载人任务。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AI业务扩张，防务合同支撑营收\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>除航天主业外，SpaceX的人工智能业务亦成为股价上涨的重要支撑。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>公司通过收购马斯克旗下xAI进入AI领域，并进一步收购代码编辑工具Cursor以扩大业务版图。尽管自研的Grok大模型在市场影响力上仍落后于OpenAI和Anthropic，但SpaceX正通过向谷歌、Anthropic等客户出租算力获取可观收入。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在政府合同层面，据FedScout数据，SpaceX从美国国防部累计获得逾127亿美元合同收入，防务业务占比持续提升。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>上周三9月30日，五角大楼任命马斯克担任\"子午线计划\"（Project Meridian）联合负责人，该项目旨在识别美国未来战争所需的武器、技术与军事能力。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在品牌层面，马斯克上周末宣布，将旗下AI子公司SpaceXAI更名为SpaceXSI，与特朗普总统今年9月29日签署的行政令保持一致。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>该令要求政府机构以\"超级智能\"（super intelligence）及缩写\"SI\"取代\"人工智能\"表述。不过，截至周一，尚无正式更名步骤落地。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>IPO创纪录，财务数据显示高速增长与亏损并存\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>SpaceX于6月12日登陆纳斯达克，IPO发行价135美元，共发行5.556亿股，募资750亿美元，超越沙特阿美2019年创下的纪录。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>上市首周，股价于6月16日创下201.80美元收盘高点，此后逐步回落，至8月初触底。此次反弹后，SpaceX股价较IPO发行价累计上涨约27%，马斯克持有约82.4%的公司投票权。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>财务层面，SpaceX 2025年实现营收186.7亿美元，同比增长33%；但受高额投入影响，净利润由上年的7.91亿美元转为亏损49.4亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据福布斯估算，马斯克当前净资产领先亚马逊创始人杰夫·贝索斯逾6280亿美元，后者估算净资产约为3715亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>本文转载自“美股投资网”，作者鲍奕龙；美股投资网财经编辑黄晓冬。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>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>\n\u003Cp>\u003Cspan>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>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FS\u002FSPCX\u002FSPCX.jpg","2026-10-06T15:10:12","2026.10.06","2026\u002F10\u002F06",35063,[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,"useContentVideo":5,"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 class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: 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\" 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,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"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","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"]