OpenAI、Anthropic、SpaceX 都上市，资金怎么分？

SG Visual Research 图解研报

OpenAI：生成式 AI 平台

Anthropic：企业 AI 与 AI safety

SpaceX：太空基础设施与卫星互联网

大基金通常可以同时买同一行业的多家公司，但资金、仓位和风险预算不是无限的。

如果只做“注意力分配框架”，不是投资建议，我会暂时这样看：

SpaceX：45%

OpenAI：35%

Anthropic：20%

核心不是猜谁首日涨最多，而是看公开 S-1 里的收入质量、算力成本、现金消耗、治理结构和盈利路径。

免责声明

本文仅用于信息交流、研究及教育用途，不构成任何投资建议、买卖建议或证券推荐。

SpaceX纳入纳指，太空股集体起飞，上车窗口到了？

SpaceX今日大涨7.15%，将纳入纳斯达克100指数——被动资金即将强制配置，整个太空板块随之引爆：Rocket Lab暴涨15.93%、AST SpaceMobile狂飙21.44%。指数纳入抬高了SpaceX的估值锚，资金外溢点燃发射、卫星直连手机全产业链。但板块单日普涨20%+后短线情绪已极度亢奋，回调风险同步累积。这波太空热，你会追龙头SPCX，还是赌弹性更大的RKLB/ASTS？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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