SpaceX(SPCX)盘前小幅回升1.19% 木头姐新近加仓约18.18万股股份

金吾财讯07-09 18:56

金吾财讯 | SpaceX (SPCX)盘前小幅回升，最新报149.93美元，涨幅1.19%。消息面上，木头姐ARK周三大手笔加仓SpaceX181,847股股份催化股市投资热情。同时，美国银行新近研报首次覆盖SpaceX，给予 “买入” 评级，目标价 235 美元。美银分析师将 SpaceX 定义为太空经济的核心基础载体，认为企业早已摆脱单纯火箭发射服务商的单一定位。公司核心壁垒来自可复用火箭技术与多元化太空商业应用，猎鹰、星舰系列运载工具构筑成本优势，有望推动航天产业能力迎来新一轮变革。分析师指，依托低成本、规模化发射能力落地星链等在轨应用业务，卫星通信持续创造稳定经营性现金流，所得资金反向投入火箭产线、发射基地等基础设施扩建。受制于公司特殊会计核算方式，发射业务带来的盈利红利未能直观体现在财报之中，但轨道高毛利业务增长逻辑已十分清晰。分析师还提到，太空轨道算力布局也为 SpaceX 带来独特估值增量。凭借垂直一体化制造、低成本发射两大行业壁垒，公司切入高速发展的 AI 基础设施赛道，打通航天产业与人工智能赛道协同空间。在星舰商业化落地的前提下，各类新型太空商业化项目还将持续释放长期投资价值。

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