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2026.06.17 18:52

Jiejinricheng

Longbridge - 中环豆沙包
中环豆沙包

🛰️ SpaceX 三块业务,冰火两重天,玩 SPCX 都要留意!(附解禁日程图)

扫了一轮招股书和研报,3 分钟基本了解$SpaceX(SPCX.US) 业务全貌一、Space X 业务动态 1、Connectivity / Starlink(卫星互联网,占 61%)收入 $113.9 亿、+49.8% YoY,是全公司唯一盈利、也是现金发动机的皇冠业务。经营利润 +$44.2 亿、同比 +120%,增速远快过收入,规模化拐点已过、盈利开始放量;margin 63%...

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