<p><strong>太空探索技术公司</strong> (NASDAQ: SPCX) 的股票已跌至历史低点，因其上市后反弹失去动力。该股本周收于 145 美元，比今年最高点下跌了 35%，市值也从创纪录的 2.68 万亿美元降至 1.93 万亿美元。不过，分析师认为该股未来仍有上涨空间。</p><h2>分析师对 SpaceX 股票持乐观态度</h2><p>大多数华尔街分析师对 SpaceX 的股票持有积极评级。Benzinga 数据显示，该股的 共识目标 为 237 美元，比当前水平上涨 65%。</p><p>Canaccord Genuity 的目标价为 245 美元，而 <strong>高盛</strong> (NYSE: GS)、<strong>富国银行</strong> (NYSE: WFC)、<strong>花旗集团</strong> (NYSE: C) 和 <strong>摩根士丹利</strong> (NYSE: MS) 的目标价分别为 205 美元、230 美元、200 美元和 300 美元。最乐观的分析师来自 Raymond James，他们的目标价为 800 美元。</p><p>分析师普遍认为，SpaceX 在当今一些最大行业中扮演着重要角色。通过其 StarLink 解决方案，它是宽带互联网领域最大的名字。同时，它也成为卫星发射行业的顶尖玩家。</p><p><strong>另请阅读：</strong><strong>MrBeast 曾在沃尔玛秘密放置摄像头，原因是：‘人们告诉我我疯了’</strong></p><p>SpaceX 还拥有 xAI，该公司由 X（前身为 Twitter）和 Grok 组成，后者是人工智能行业的一家大型公司。最近，它在人工智能数据中心行业获得了重大交易，Anthropic 每月支付超过 10 亿美元。谷歌将开始支付其 9.25 亿美元，而 Reflection AI 每月将支付 1.5 亿美元。</p><p>这些业务预计将在长期内大幅提升其年收入。分析师预测，其年收入将从去年的 180 亿美元跃升至今年的 389 亿美元，明年达到 724 亿美元。</p><p>然而，挑战在于其盈利能力仍面临压力。尽管其核心业务盈利，但其人工智能项目仍在烧钱。例如，它与 <strong>特斯拉</strong> (NASDAQ: TSLA) 在 Terafab 项目中合作，该项目是一个 半导体项目，预计将耗资数十亿美元。</p><h2>SpaceX 面临一些潜在风险</h2><p>尽管乐观，但一些分析师对 SpaceX 的估值提出了质疑。积极的一面是，分析师指出其庞大的可寻址市场，公司估计该市场规模为 30 万亿美元。</p><p>然而，一些分析师警告称，2 万亿美元的估值中，<strong>晨星</strong> (NYSE: MORN) 仅将其估值为 7800 亿美元。</p><p>与此同时，关于其一些关键业务中竞争加剧的担忧也在增加。杰夫·贝索斯的 蓝色起源 在 1300 亿美元的估值下筹集资金，试图成为 SpaceX 的主要竞争对手。中国最近重新发射了其首个可重复使用的火箭，而欧洲则花费数十亿美元建设 Starlink 竞争对手。</p><p>最值得注意的是，尽管投资了数十亿美元，Grok 仍未获得实质性的市场份额。数据显示，其市场份额约为 5%，而 ChatGPT、Claude 和 Gemini 占据了最大的市场份额。</p><p>SPCX 股票的下一个关键催化剂将是其财报。虽然发布日期尚未公布，但预计将在 8 月 17 日 发布。这些结果将提供更多关于其表现的信息。</p><p><strong>另请阅读：</strong><strong>特斯拉、Rivian 超出预期，而福特、通用汽车面临艰难季度</strong></p><p><em>图片来源：Shutterstock</em></p>

SPCX

2倍做多SpaceX ETF - GraniteShares

2倍做空SpaceX ETF - GraniteShares 

2倍做空SpaceX ETF - Leverage Shares

2 倍做多SpaceX ETF

2倍做多SpaceX ETF - ProShares

2倍做多SpaceX ETF - Defiance

LOFF

<p>SpaceX 股票创下 145 美元的历史低点，较年度高点下跌 35%，市值降至 1.93 万亿美元。尽管如此，华尔街分析师依然看好，预测股价将上涨 65%，目标一致为 237 美元。乐观情绪源于 SpaceX 在 Starlink 宽带、卫星发射和盈利丰厚的人工智能数据中心交易中的主导地位。然而，关于 xAI 等烧钱项目带来的盈利压力以及来自蓝色起源等竞争对手的激烈竞争的担忧依然存在</p>

<p><strong>Space Exploration Technologies</strong> (NASDAQ: SPCX) stock has plunged to a record low as its post-IPO rally lost momentum. The stock ended the week at $145, down 35% from its highest level this year, while its market capitalization has fallen from a record $2.68 trillion to $1.93 trillion. Still, analysts believe the stock has more upside over time.</p>
<div class="lb-trans"><p><strong>太空探索技术公司</strong> (NASDAQ: SPCX) 的股票已跌至历史低点，因其上市后反弹失去动力。该股本周收于 145 美元，比今年最高点下跌了 35%，市值也从创纪录的 2.68 万亿美元降至 1.93 万亿美元。不过，分析师认为该股未来仍有上涨空间。</p>
</div><h2>Analysts are Optimistic About SpaceX Stock</h2>
<div class="lb-trans"><h2>分析师对 SpaceX 股票持乐观态度</h2>
</div><p>Most Wall Street analysts tracking SpaceX have a favorable rating on its shares. Benzinga data shows that the consensus target for the stock is $237, up by 65% from the current level.</p>
<div class="lb-trans"><p>大多数华尔街分析师对 SpaceX 的股票持有积极评级。Benzinga 数据显示，该股的 共识目标 为 237 美元，比当前水平上涨 65%。</p>
</div><p>Canaccord Genuity has a price target of $245, while <strong>Goldman Sachs</strong> (NYSE: GS), <strong>Wells Fargo</strong> (NYSE: WFC), <strong>Citigroup</strong> (NYSE: C), and <strong>Morgan Stanley</strong> (NYSE: MS) have set price targets of $205, $230, $200, and $300, respectively. The most bullish analysts are from Raymond James, who have a target of $800.</p>
<div class="lb-trans"><p>Canaccord Genuity 的目标价为 245 美元，而 <strong>高盛</strong> (NYSE: GS)、<strong>富国银行</strong> (NYSE: WFC)、<strong>花旗集团</strong> (NYSE: C) 和 <strong>摩根士丹利</strong> (NYSE: MS) 的目标价分别为 205 美元、230 美元、200 美元和 300 美元。最乐观的分析师来自 Raymond James，他们的目标价为 800 美元。</p>
</div><p>The general view among analysts is that SpaceX is a major player in some of the biggest industries today. It is the largest name in broadband internet through its StarLink solution. It has also become a top player in the satellite launch industry.</p>
<div class="lb-trans"><p>分析师普遍认为，SpaceX 在当今一些最大行业中扮演着重要角色。通过其 StarLink 解决方案，它是宽带互联网领域最大的名字。同时，它也成为卫星发射行业的顶尖玩家。</p>
</div><p><strong>Read Also:</strong>
<strong>MrBeast Once Secretly Planted Action Cameras in a Walmart for This Reason: 'People Told Me I Was Crazy'</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong>
<strong>MrBeast 曾在沃尔玛秘密放置摄像头，原因是：‘人们告诉我我疯了’</strong></p>
</div><p>SpaceX also owns xAI, which is made up of X, formerly known as Twitter, and Grok, a large company in the AI industry. Most recently, it has received major deals in the AI dat center industry, with Anthropic paying it over $1 billion a month. Google will start paying it $925 million, while Reflection AI will pay it $150 million a month.</p>
<div class="lb-trans"><p>SpaceX 还拥有 xAI，该公司由 X（前身为 Twitter）和 Grok 组成，后者是人工智能行业的一家大型公司。最近，它在人工智能数据中心行业获得了重大交易，Anthropic 每月支付超过 10 亿美元。谷歌将开始支付其 9.25 亿美元，而 Reflection AI 每月将支付 1.5 亿美元。</p>
</div><p>These businesses are expected to boost its annual revenue much higher in the long term. Analysts predict that its annual revenue will jump from $18 billion last year to $38.9 billion this year, and $72.4 billion next year.</p>
<div class="lb-trans"><p>这些业务预计将在长期内大幅提升其年收入。分析师预测，其年收入将从去年的 180 亿美元跃升至今年的 389 亿美元，明年达到 724 亿美元。</p>
</div><p>The challenge, however, is that its profitability remains under pressure. While its core business was profitable, its AI ventures are still burning cash. For example, it is a partner with <strong>Tesla</strong> (NASDAQ: TSLA) in Terafab, a semiconductor project that will cost billions of dollars over time.</p>
<div class="lb-trans"><p>然而，挑战在于其盈利能力仍面临压力。尽管其核心业务盈利，但其人工智能项目仍在烧钱。例如，它与 <strong>特斯拉</strong> (NASDAQ: TSLA) 在 Terafab 项目中合作，该项目是一个 半导体项目，预计将耗资数十亿美元。</p>
</div><h2>SpaceX Faces Some Potential Risks</h2>
<div class="lb-trans"><h2>SpaceX 面临一些潜在风险</h2>
</div><p>Still, despite the optimism, some analysts have questioned SpaceX’s valuation. On the positive side, analysts point to its large total addressable market, which the company pegs at $30 trillion.</p>
<div class="lb-trans"><p>尽管乐观，但一些分析师对 SpaceX 的估值提出了质疑。积极的一面是，分析师指出其庞大的可寻址市场，公司估计该市场规模为 30 万亿美元。</p>
</div><p>However, some analysts have warned that a $2 trillion valuation, with <strong>Morningstar</strong> (NYSE: MORN) valuing it at just $780 billion.</p>
<div class="lb-trans"><p>然而，一些分析师警告称，2 万亿美元的估值中，<strong>晨星</strong> (NYSE: MORN) 仅将其估值为 7800 亿美元。</p>
</div><p>At the same time, there are concerns about the rising competition in some of its key businesses. Jeff Bezos’ Blue Origin has raised cash at a $130 billion valuation as it seeks to become a big competitor to SpaceX. China recently relaunched its first reusable rocket, while Europe is spending billions to build a Starlink competitor.</p>
<div class="lb-trans"><p>与此同时，关于其一些关键业务中竞争加剧的担忧也在增加。杰夫·贝索斯的 蓝色起源 在 1300 亿美元的估值下筹集资金，试图成为 SpaceX 的主要竞争对手。中国最近重新发射了其首个可重复使用的火箭，而欧洲则花费数十亿美元建设 Starlink 竞争对手。</p>
</div><p>Most notably, despite billions of dollars in investment, Grok is yet to gain substantial market share. Data shows that its share is about 5%, with ChatGPT, Claude, and Gemini having the biggest share.</p>
<div class="lb-trans"><p>最值得注意的是，尽管投资了数十亿美元，Grok 仍未获得实质性的市场份额。数据显示，其市场份额约为 5%，而 ChatGPT、Claude 和 Gemini 占据了最大的市场份额。</p>
</div><p>The next key catalyst for the SPCX stock will be its earnings. While the date has not been announced, estimates are that it will release on August 17. These results will provide more information about its performance.</p>
<div class="lb-trans"><p>SPCX 股票的下一个关键催化剂将是其财报。虽然发布日期尚未公布，但预计将在 8 月 17 日 发布。这些结果将提供更多关于其表现的信息。</p>
</div><p><strong>Read Also:</strong>
<strong>Tesla, Rivian Beat Expectations as Ford, GM Face Tough Quarter</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong>
<strong>特斯拉、Rivian 超出预期，而福特、通用汽车面临艰难季度</strong></p>
</div><p><em>Image: Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源：Shutterstock</em></p>
</div>

SpaceX Stock Hits All-Time Low as Analysts Predict a 65% Surge

benzinga_article

SpaceX

Direxion Daily SpaceX Bull 2X ETF

高盛

富国银行

花旗

摩根士丹利

瑞杰金融

谷歌-A

谷歌-C

特斯拉

晨星信息

GS Hldg R

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

WELLS FARGO & COMPANY DEP SHS REP 1/1000 INT PER PFD SER Y A

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A CC

WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

CITIGROUP INC 6.250 NON CUM SER II PFD WI

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

RAYMOND JAMES FINANCIAL INC 6.375%DEP SHS REP 1/40TH FXD FLTG SER B

SpaceX 股票跌至历史新低，分析师预测将上涨 65%