美梦梦
09-04
$SpaceX(SPCX)$
今天大A微涨，大美没啥动静。毕竟周五了，吃小龙虾庆祝一下。
SpaceX涨6.4%，Anthropic IPO临近点燃一级情绪？
SpaceX 今日 +6.42%，二级市场热度爆表。催化来自 AI 一级市场情绪升温——Anthropic IPO 传闻"就在拐角"，市场重新给未上市 AI/航天巨兽估值定价；更有观点称"世界以为 SpaceX 在造火箭，其实它在造更大的东西"，指向星链+AI 数据中心的算力版图。当一级 AI 资产集体被重估，SpaceX 这波是价值发现，还是二级接盘一级高估值的风险积累？
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清爽凉风
09-05
清爽凉风
这小龙虾看着就好吃，有机小龙虾吗？
清爽凉风
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美梦梦
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美味，真想也蹭蹭饭
美梦梦
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是啊[财迷]
什么也没有了～
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