异动解读｜SpaceX盘中上涨3.23%，摩根大通重申超配叠加AI卫星计划提振

行情直击08-25 23:34

8月25日，SpaceX盘中上涨3.23%，报139.38美元/股，成交额37.04亿美元。此前该股因3.19亿股解禁一度跌破发行价，今日多重利好推动反弹。

消息面上，摩根大通重申对SpaceX的"超配"评级及240美元目标价，看好Grok人工智能前景。同日，马斯克宣布SpaceX计划于明年第四季度发射首批搭载英伟达Vera Rubin NVL72芯片的AI卫星，英伟达确认SpaceXAI将部署其Vera CPU加速智能体AI应用。此外，ARK基金合计持有近500万股SpaceX，持仓市值约6.76亿美元，旗舰产品ARK Innovation ETF将其列为第三大持仓。多方面催化叠加，推动股价从解禁压力中企稳回升。

（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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