---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42647270.md"
description: "$SpaceX(SPCX.US)$NVIDIA(NVDA.US)$SK Hynix(SKHY.US)Do you still remember my initial judgment on SPCX when it went public? At its IPO, the stock was severely overvalued, with prominent risks in its own technology implementation. Coupled with the current market's consensus expectation of a prolonged Middle East geopolitical conflict, rising inflationary pressures further reinforce the logic of interest rate hike trades. Undoubtedly, SPCX will bear the brunt of the pressure first.However, this sector possesses scarce barriers, and the long-term growth logic still holds. It is suitable for me to make a small, light-position trial-and-error layout.The above is only a personal opinion and does not constitute any investment advice!https://longbridge.com/topics/42629585?channel=SH000001&invite-code=7CFYR9&app_id=longbridge&utm_source=longbridge_app_share&locale=zh-HK&share_track_id=2d795be7-81cc-47da-8d4c-8c1176f19075&dialect_language=zh-YUE"
datetime: "2026-07-14T08:27:14.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42647270.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42647270.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42647270.md)
author: "[佳昊札记](https://longbridge.com/en/profiles/15623840.md)"
---

# $SpaceX(SPCX.US)$NVIDIA(NVDA.US)$SK Hynix(SKHY.US)…


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## Comments (4)

- **我不吃牛肉 · 2026-07-14T09:32:36.000Z**: It's not June's (data), nor July's; it's just that geopolitics might lead to a rate hike.
  - **佳昊札记** (2026-07-14T09:56:44.000Z): Don't you know about the recent Middle East situation? Besides the maritime conflict at the end of June, there were also incidents in July. On July 6th, Iran attacked 3 merchant ships; on July 7th, th
  - **我不吃牛肉** (2026-07-15T00:14:08.000Z): It's the June data that was released. At most, it's negative for the rate hike camp.
  - **佳昊札记** (2026-07-15T04:59:15.000Z): You can't discuss ice with a summer insect!