异动解读｜SpaceX盘中下跌3.04%，估值分歧持续扩大叠加债券利差连续走阔压制情绪

行情直击07-10 22:21

7月10日，SpaceX盘中下跌3.04%，报147.55美元，成交额16.82亿美元，延续近期弱势。

消息面上，华尔街对SpaceX估值分歧显著扩大，分析师目标价从131美元到900美元不等，花旗牛市情景看至900美元，而独立研究机构New Street Research认为合理价格仅165美元附近。与此同时，SpaceX债券利差连续第四个交易日走阔，其2036年到期债券较国债利差已从发行时的1.4个百分点升至约1.57个百分点，明显高于同评级电信债券约0.9个百分点的水平，信用市场对公司高估值与持续亏损的担忧正在定价。此外，Colossus 2数据中心燃气轮机遭诉讼关停风险仍悬而未决，450亿美元Anthropic算力合同面临不确定性。该股自上市高点已回落逾26%，IPO蜜月期明显结束。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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