马斯克是穿越的_老虎社区_美港股上老虎

马斯克是穿越的

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":567025233394440,"tweetId":"567025233394440","gmtCreate":1779471623220,"gmtModify":1779471762082,"author":{"id":3542745844119354,"idStr":"3542745844119354","authorId":3542745844119354,"authorIdStr":"3542745844119354","name":"梦之幻","avatar":"https://static.tigerbbs.com/7c472c1cc6017700c71990e94b430fcf","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>马斯克是穿越的</p></body></html>","htmlText":"<html><head></head><body><p>马斯克是穿越的</p></body></html>","text":"马斯克是穿越的","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/567025233394440","repostId":2637317843,"repostType":2,"repost":{"id":"2637317843","kind":"news","pubTimestamp":1779456506,"share":"https://www.laohu8.com/m/news/2637317843?lang=zh_CN&edition=full","pubTime":"2026-05-22 21:28","market":"sh","language":"zh","title":"又一场“特斯拉式”狂潮！SpaceX还没上市 太空股就已集体“升空”","url":"https://stock-news.laohu8.com/highlight/detail?id=2637317843","media":"智通财经","summary":"本周三，SpaceX正式提交首次公开募股申请，再度引发类似狂潮——太空股由此从市场的小众角落被推上云霄。Wedbush分析师Dan Ives表示，SpaceX的IPO称为整个太空行业的“黄金时刻”。SpaceX上市对整体市场的影响怎么强调都不为过。不过，在SpaceX正式开始交易后，这种动能能否持续仍存在疑问。而特斯拉则成功将市值扩张至近1.6万亿美元，并跻身“七巨头”之列。","content":"<html><body><p>智通财经APP获悉，随着市场高度期待的SpaceX登陆美股在即，投资者对埃隆·马斯克这家火箭企业的狂热，不禁让人<a href=\"https://laohu8.com/S/00992\">联想</a>到当年<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)带动电动汽车板块狂飙的盛况。</p><p>新冠疫情期间，特斯拉股价一路飙升，推动电动汽车产业走入大众视野，彼时名不见经传的车企也随之受到资本青睐。本周三，SpaceX正式提交首次公开募股申请，再度引发类似狂潮——太空股由此从市场的小众角落被推上云霄。这股热情也给相关公司带来压力，要求它们拿出足以支撑股价暴涨的盈利表现。</p><p>Wedbush分析师Dan Ives表示，SpaceX的IPO称为整个太空行业的“黄金时刻”。他指出：“这不仅仅是一家公司的事。就像特斯拉定义了电动车一样，太空领域也在迎来破冰时刻，打开一个全新赛道。”</p><p>美国银行汇编的一篮子太空竞赛关键参与者及潜在受益股——包括<a href=\"https://laohu8.com/S/SATL\">Satellogic</a>(SATL.US)和<a href=\"https://laohu8.com/S/IRDM\">铱星通讯</a>(IRDM.US)等——今年迄今已累计飙升42%，跑赢<a href=\"https://laohu8.com/S/161125\">标普500</a>指数和纳斯达克100指数。太空主题ETF同样表现抢眼，<a href=\"https://laohu8.com/S/UFO\">Procure Space ETF</a>(UFO.US)和<a href=\"https://laohu8.com/S/NASA\">Tema Space Innovators ETF</a>(NASA.US)年内均实现两位数回报。</p><p>火热行情之下，SpaceX自身的宏大愿景也增添了不确定性：该公司既希望在AI领域占据一席之地，又计划部署一个由轨道数据中心组成的星座。与早年的特斯拉类似，投资者开始质疑马斯克是否有能力同时兼顾这么多责任。</p><p><img src=\"https://img.zhitongcaijing.com/image/20260522/1779456120962205.png\" title=\"1779456120962205.png\"/></p><p>哥伦比亚大学法学院教授Eric Talley表示：“无论是散户还是相当一部分机构投资者，都对马斯克的一切有着无可救药的迷恋。马斯克同时在多家公司担任高管，他的精力被四处牵扯。”</p><p>SpaceX上市对整体市场的影响怎么强调都不为过。它将成为又一个可供投资的超大盘股，同时也会成为一大批股票的催化剂。根据相关机构基于可比上市公司(不含AI业务)的估算，SpaceX的估值在8640亿至2.25万亿美元之间。作为参照，特斯拉和<a href=\"https://laohu8.com/S/META\">Meta</a>(META.US)的市值各自都不足1.6万亿美元。</p><p>科技企业家兼投资人Brett Hurt表示：“这对太空经济来说是一场巨大的胜利，它将拉高其他公司的估值，进而增强它们筹集更多资金的能力。”</p><p>Procure Space ETF管理公司ProcureAM的联合创始人兼首席执行官Andrew Chanin认为，这次IPO正帮助改变外界对太空行业的看法——“过去几年，这个行业一直不乏批评者。”</p><p><img src=\"https://img.zhitongcaijing.com/image/20260522/1779456140402421.png\" title=\"1779456140402421.png\"/></p><p>不过，在SpaceX正式开始交易后，这种动能能否持续仍存在疑问。</p><p>The Wealth Alliance总裁兼董事总经理Eric Diton认为，那些较小的太空公司需要凭自身实力证明其高估值的合理性。他表示：“市场会逐一审视它们，我的第一个问题是：你如何与埃隆·马斯克和SpaceX竞争?你有竞争优势吗?”</p><p>特斯拉与同行车企后续截然不同的发展轨迹，为投资者提供了一窥热潮退去后景象的机会。多家电动车公司的股价已从高点回落。<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>(RIVN.US)较2021年11月的峰值下跌了92%;<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>(XPEV.US)的美国存托凭证自2020年11月的历史高点以来已下挫78%。而特斯拉则成功将市值扩张至近1.6万亿美元，并跻身“七巨头”之列。</p><p>哥伦比亚大学的Talley认为，SpaceX早期的成功既可能激励、也可能吓退其他行业进入者。“太空探索领域的入场博弈本身，就是一件值得观察的有趣事情。”</p><p>ProcureAM的Chanin也强调，太空赛道不是一个“赢家通吃”的格局。他表示：“太空如此广阔，我们才刚开始触及皮毛，这可能会催生许多成功的公司，当然也会有一些公司失败。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; 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又一场“特斯拉式”狂潮！SpaceX还没上市 太空股就已集体“升空”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-22 21:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1445316.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，随着市场高度期待的SpaceX登陆美股在即，投资者对埃隆·马斯克这家火箭企业的狂热，不禁让人联想到当年特斯拉(TSLA.US)带动电动汽车板块狂飙的盛况。新冠疫情期间，特斯拉股价一路飙升，推动电动汽车产业走入大众视野，彼时名不见经传的车企也随之受到资本青睐。本周三，SpaceX正式提交首次公开募股申请，再度引发类似狂潮——太空股由此从市场的小众角落被推上云霄。这股热情也给相关...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1445316.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TLA":"GraniteShares Autocallable TSLA ETF","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" 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Talley表示：“无论是散户还是相当一部分机构投资者，都对马斯克的一切有着无可救药的迷恋。马斯克同时在多家公司担任高管，他的精力被四处牵扯。”SpaceX上市对整体市场的影响怎么强调都不为过。它将成为又一个可供投资的超大盘股，同时也会成为一大批股票的催化剂。根据相关机构基于可比上市公司(不含AI业务)的估算，SpaceX的估值在8640亿至2.25万亿美元之间。作为参照，特斯拉和Meta(META.US)的市值各自都不足1.6万亿美元。科技企业家兼投资人Brett Hurt表示：“这对太空经济来说是一场巨大的胜利，它将拉高其他公司的估值，进而增强它们筹集更多资金的能力。”Procure Space ETF管理公司ProcureAM的联合创始人兼首席执行官Andrew Chanin认为，这次IPO正帮助改变外界对太空行业的看法——“过去几年，这个行业一直不乏批评者。”不过，在SpaceX正式开始交易后，这种动能能否持续仍存在疑问。The Wealth Alliance总裁兼董事总经理Eric Diton认为，那些较小的太空公司需要凭自身实力证明其高估值的合理性。他表示：“市场会逐一审视它们，我的第一个问题是：你如何与埃隆·马斯克和SpaceX竞争?你有竞争优势吗?”特斯拉与同行车企后续截然不同的发展轨迹，为投资者提供了一窥热潮退去后景象的机会。多家电动车公司的股价已从高点回落。Rivian(RIVN.US)较2021年11月的峰值下跌了92%;小鹏汽车(XPEV.US)的美国存托凭证自2020年11月的历史高点以来已下挫78%。而特斯拉则成功将市值扩张至近1.6万亿美元，并跻身“七巨头”之列。哥伦比亚大学的Talley认为，SpaceX早期的成功既可能激励、也可能吓退其他行业进入者。“太空探索领域的入场博弈本身，就是一件值得观察的有趣事情。”ProcureAM的Chanin也强调，太空赛道不是一个“赢家通吃”的格局。他表示：“太空如此广阔，我们才刚开始触及皮毛，这可能会催生许多成功的公司，当然也会有一些公司失败。”","news_type":1,"symbols_score_info":{"TSLG":0.6,"TSLP":0.6,"07366":0.6,"07766":0.6,"TSLZ":0.6,"TESL":0.6,"TSLY":0.6,"TSLI":0.6,"09766":0.6,"TSLQ":0.6,"CRSH":0.6,"TSL":0.6,"TSLW":0.6,"TSDD":0.6,"09366":0.6,"TSII":0.6,"TSYY":0.6,"TSLS":0.6,"TSLT":0.6,"TSLR":0.6,"TEST":0.6,"TSLA":1.87,"TSLO":0.6,"TLA":0.6}},"isVote":1,"tweetType":1,"viewCount":77,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/567025233394440"}