交易员Bazinga
08-06
SpaceX 出财报了,其实数字没太多看的必要,再好看的数字,也改变不了1.5万亿美元的估值。
后续指引说要加大Capex支出买卡,建算力基地搞AI,我寻思这也跟太空没啥关系呀。
后面就来重磅新闻了,就说要把英伟达的卡送到太空中去建算力基地。
买过獐子岛的兄弟们都知道,海里的扇贝都可以跑路没法计数,那太空里的GPU不就更好做账了吗?
所以SPCX的股价应声而下,直接从130跌到现在115.
未来肯定还是做空为主,就是空头稍显拥挤。
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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