异动解读｜SpaceX盘前下跌7.48%，首份季报AI资本支出激增叠加千亿解禁潮逼近

行情直击08-05 16:01

8月5日，SpaceX盘前下跌7.48%，报115.6美元/股。消息面上，公司发布上市以来首份季度财报，营收78亿美元同比增长92%大超预期，但二季度资本支出高达184亿美元，其中AI相关支出158亿美元，CFO明确表示未来两个季度支出规模将维持高位。

与此同时，8月6日约9.12亿股限售股即将解禁，潜在抛压接近千亿美元，当前空头仓位占流通股比例已达34%。业绩利好被巨额资本开支与供给压力对冲，股价承压。

（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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