【视频】SpaceX已经不是火箭公司了：马斯克真正想卖的是AI

SpaceX把全员大会对全世界直播了。马斯克放了两句话——下个月AI收入超过其他一切；五年后AI占公司99%的价值。我把这两句话拆开算了账：一句是财报，一句是星图。 $SpaceX(SPCX)$ $特斯拉(TSLA)$

SpaceX 二级份额今日回落约 3.33%，但市场焦点是它"以 5000 亿美元级别的反弹通过了首个锁定期解禁(lockup)大考"——最忠实的买家虽有所犹豫，马斯克持股价值仍突破 9000 亿美元。解禁抛压的最大不确定性阶段性落地，但高估值下的分歧依旧。闯过解禁关的 SpaceX，估值能站稳吗？

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