大摩高喊实体AI与太空将成经济“新电力”！增持SpaceX(SPCX.US)目标价300美元

智通财经09-15

【大摩高喊实体AI与太空将成经济“新电力”！增持SpaceX(SPCX.US)目标价300美元】智通财经APP获悉，摩根士丹利发布针对实体AI、太空及SpaceX(SPCX.US)的研究报告，认为机器人与太空产业将重塑全球经济格局，其作用类比于近代经济的电力。该行给予SpaceX增持评级，目标价300美元，相距现价存在显著上行空间。该行指出市场当前定价仅反映星链与航天业务价值，企业AI、轨道算力的期权价值几乎未被计入股价，但同时提示行业存在技术迭代、地缘、商业化不及预期等多重不确定性，投资者需要辩证看待长期产业机遇。

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姚明堯
09-15
姚明堯
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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大摩高喊实体AI与太空将成经济“新电力”！增持SpaceX(SPCX.US)目标价300美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-15 14:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【大摩高喊实体AI与太空将成经济“新电力”！增持SpaceX(SPCX.US)目标价300美元】智通财经APP获悉，摩根士丹利发布针对实体AI、太空及SpaceX(SPCX.US)的研究报告，认为机器人与太空产业将重塑全球经济格局，其作用类比于近代经济的电力。该行给予SpaceX增持评级，目标价300美元，相距现价存在显著上行空间。该行指出市场当前定价仅反映星链与航天业务价值，企业AI、轨道算力的...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YSPC":"YieldMax SPCX Option Income Strategy ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","DSPC":"1倍做空SPCX ETF-Leverage Shares","KBWB":"银行ETF-PowerShares","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","SPCG":"2倍做空SpaceX ETF-Tradr","ARTY":"ISHARES FUTURE AI & TECH ETF","LU1732800096.USD":"摩根大通环球收益基金A (irc)","VTHR":"Vanguard Russell 3000 ETF","IAI":"iShares Dow Jones U.S. Broker De","SPCH":"2倍做多SpaceX ETF-Leverage Shares","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","SPAX":"2倍做多SPACEX ETF-T-REX","XOVL":"Defiance Daily Target 2X Long XOVR ETF","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LOFD":"Direxion Daily SpaceX Bear 2X ETF","XOVR":"ERShares Private-Public Crossover ETF","WSPC":"WisdomTree Space Economy UCITS ETF","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","AGIX":"通用人工智能 ETF-AGIX","WARP":"VanEck Space ETF","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LOFF":"2倍做多SpaceX ETF-Direxion","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","BK4588":"碎股","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","BK4534":"瑞士信贷持仓","SPCM":"2倍做多SpaceX ETF-Tradr","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0882574139.USD":"富达环球消费行业基金A ACC","SPCQ":"2倍做空SpaceX ETF-Defiance","AIPO":"Defiance AI and Power Infrastructure ETF","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","QTOC":"Innovator Growth Accelerated Plus ETF - October","UFO":"Procure Space ETF","ORBX":"Global X Space Tech ETF","UUP":"美元ETF-PowerShares DB","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCU":"2倍做多SpaceX ETF-Defiance","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCX":"SPAC and New Issue ETF","UDN":"做空美元指数-PowerShares","DXYZ":"Destiny Tech100 Inc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares","MARS":"Roundhill Space & Technology ETF"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2667611085","content_text":"【大摩高喊实体AI与太空将成经济“新电力”！增持SpaceX(SPCX.US)目标价300美元】智通财经APP获悉，摩根士丹利发布针对实体AI、太空及SpaceX(SPCX.US)的研究报告，认为机器人与太空产业将重塑全球经济格局，其作用类比于近代经济的电力。该行给予SpaceX增持评级，目标价300美元，相距现价存在显著上行空间。该行指出市场当前定价仅反映星链与航天业务价值，企业AI、轨道算力的期权价值几乎未被计入股价，但同时提示行业存在技术迭代、地缘、商业化不及预期等多重不确定性，投资者需要辩证看待长期产业机遇。","news_type":1,"symbols_score_info":{"XOVR":1.5,"AGIX":1.5,"ARTY":1.5,"XOVL":0.6,"VTHR":1.5,"WSPC":0.6,"SPAX":0.6,"IAI":0.6,"WARP":0.6,"SPCQ":0.6,"YSPC":0.6,"SSPC":0.6,"KBWB":0.6,"ELOL":0.6,"UUP":1.5,"MARS":0.6,"LOFF":0.6,"SPCF":0.6,"SPCH":0.6,"AIPO":1.5,"ORBX":0.6,"UDN":1.5,"SPCU":1.5,"SPAL":1.5,"CHAT":1.5,"QTOC":1.5,"SPCM":0.6,"SPCG":0.6,"LOFD":0.6,"SNK":1.5,"SPCX":1.5,"UFO":0.6,"DSPC":0.6,"DXYZ":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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