美国银行重申对 SpaceX 的买入评级

智通财经08-05 17:15

【美国银行重申对 SpaceX 的买入评级】美国银行证券在 SpaceX 第二季度业绩超出预期后，重申其买入评级和 235 美元的目标价。该机构表示，收入和盈利能力超出预期，而管理层强化了其长期增长展望，包括到 2026 年 12 月实现 1000 亿美元的收入年化率，以及到 2030 年实现 1 万亿美元的收入目标。尽管对更高的资本支出以及 AI/Starlink 变现的担忧依然存在，美国银行仍看好 SpaceX 的竞争地位，并上调了其预测。

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