SpaceX（SPCX）盘中扬升5.36% 奥本海默看好其AI算力业务弹性

金吾财讯09-03 22:02

金吾财讯 | SpaceX（SPCX）盘中扬升5.36%，暂报148.21美元，成交额30.1亿美元。消息面上，奥本海默分析师蒂莫西·霍兰在新近客户报告中给予SpaceX股票买入评级，并将目标股价从250美元上调至280美元，较SpaceX目前水平有约100%的上涨空间。霍兰认为，该公司“有能力比其他任何一方都更快地引入（AI）基础设施，并且正在利用这种基础设施及其数据，以比其他任何一方都更快的速度改进自己的模型。”霍兰表示，在算力依然受限的环境下，预计像Anthropic这样的合作伙伴使用SpaceX的算力每创造1美元收入，SpaceX就能分得其中的一半。

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