社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
骐骥驰骋
资深小散，不谈投资的格局，认真投机股市20年
IP属地：上海
+关注
帖子 · 19
帖子 · 19
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
骐骥驰骋
骐骥驰骋
·
09-21
$金沙集团(LVS)$
再继续跌下去，就要进入垃圾股的节奏了
看
490
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
骐骥驰骋
骐骥驰骋
·
09-18
$金沙集团(LVS)$
这样的阴跌，即便有好的业绩支撑，也会沦为LJ股
看
675
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
骐骥驰骋
骐骥驰骋
·
09-14
$小马智行(PONY)$
当前价格随便买买都合适
看
1,181
回复
1
点赞
点赞
编组 21备份 2
分享
举报
骐骥驰骋
骐骥驰骋
·
09-03
$小马智行(PONY)$
下跌周期临近尾声，光头阳线将预示上涨大幕即将拉开，继续做空无异于将筹码扔在地板上。
看
1,970
回复
2
点赞
点赞
编组 21备份 2
分享
举报
骐骥驰骋
骐骥驰骋
·
08-22
跨行业股票，没有定位就是最好的定位，这种股票随着AI的发展深化，未来会越来越多，单一定性股票是什么行业的，是一种旧套路的产物
市场还没想明白SpaceX到底算什么股：不像科技巨头，也不只是“马斯克概念”
数据显示，目前SpaceX股价与“科技七巨头”的相关系数仅为0.28。此前市场一度期待，SpaceX上市后可能加入美国超级科技股阵营，将“科技七巨头”扩展为类似“八巨头”的新组合。Rabe指出，SpaceX目前还没有成为任何单一投资主题的纯粹代表，甚至不能简单归类为“马斯克概念股”。她表示，上市约六周、经历一份财报之后，市场仍然没有决定SpaceX究竟是什么。
市场还没想明白SpaceX到底算什么股：不像科技巨头，也不只是“马斯克概念”
看
991
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
骐骥驰骋
骐骥驰骋
·
03-05
$Opendoor Technologies Inc(OPEN)$
特朗普是要支持美国房地产起飞的，而现在伊朗🇮🇷现场特朗普不可能速战速决，市场的恐惧正在降低，这支股票应该会回到上升通道。
看
5,695
回复
评论
点赞
1
编组 21备份 2
分享
举报
骐骥驰骋
骐骥驰骋
·
2025-11-28
$小马智行(PONY)$
开启上升通道
看
2,970
回复
2
点赞
2
编组 21备份 2
分享
举报
骐骥驰骋
骐骥驰骋
·
2025-11-27
$Opendoor Technologies Inc(OPEN)$
妖股回来了吗
@MarkSun：
$Beyond Meat, Inc.(BYND)$ 1. Beyond Meat投资庆春朴门：2025年11月，Beyond Meat拿出2.8亿元投资中国本土素食餐厅庆春朴门，这是国际植物肉品牌首次直接投资中国本土素食餐厅，直接拉近了其与中国素食消费市场的绑定，强化了市场对植物肉落地餐饮场景的信心。
$Beyond Meat, Inc.(BYND)$ 1. Beyond Meat投资庆春朴门：2025年11月，Beyond Meat拿出2.8亿元投资中国本土素食餐厅庆春朴门，这是国际植物肉品牌首次直接投资中国本土素食餐厅，直接拉近了其与中国素食消费市场的绑定，强化了市场对植物肉落地餐饮场景的信心。
看
3,639
回复
评论
点赞
1
编组 21备份 2
分享
举报
骐骥驰骋
骐骥驰骋
·
2025-11-11
$Opendoor Technologies Inc(OPEN)$
坐过山车，总比没有的坐好。忍住就是胜利！
看
2,602
回复
评论
点赞
2
编组 21备份 2
分享
举报
骐骥驰骋
骐骥驰骋
·
2025-10-18
$Opendoor Technologies Inc(OPEN)$
做空的动能已经基本释放完毕，多空基本平衡，交易量创近期新低，一颗十字星的K图，是一波上涨的动能正在蓄势待发的前兆。
看
7,823
回复
1
点赞
3
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4172161866209202","uuid":"4172161866209202","gmtCreate":1709058735889,"gmtModify":1788223246772,"name":"骐骥驰骋","pinyin":"qjccqijichicheng","introduction":"","introductionEn":"","signature":"资深小散，不谈投资的格局，认真投机股市20年","avatar":"https://static.tigerbbs.com/fed133af25e10a66815df65500893c96","hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","hatId":"ca_profile_frame_Mpy1eK","hatName":"LV2 头像框","vip":1,"status":2,"fanSize":1,"headSize":13,"tweetSize":19,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.07","exceedPercentage":"93.48%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.26","exceedPercentage":"93.87%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.16","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.07","exceedPercentage":"93.14%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":1},"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":1,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":9,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":610196118582512,"gmtCreate":1790000422322,"gmtModify":1790000599036,"author":{"id":"4172161866209202","authorId":"4172161866209202","name":"骐骥驰骋","avatar":"https://static.tigerbbs.com/fed133af25e10a66815df65500893c96","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4172161866209202","idStr":"4172161866209202"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LVS\">$金沙集团(LVS)$ </a><v-v data-views=\"1\"></v-v> 再继续跌下去，就要进入垃圾股的节奏了","listText":"<a href=\"https://laohu8.com/S/LVS\">$金沙集团(LVS)$ </a><v-v data-views=\"1\"></v-v> 再继续跌下去，就要进入垃圾股的节奏了","text":"$金沙集团(LVS)$ 再继续跌下去，就要进入垃圾股的节奏了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610196118582512","isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608825999819520,"gmtCreate":1789665826598,"gmtModify":1789666014492,"author":{"id":"4172161866209202","authorId":"4172161866209202","name":"骐骥驰骋","avatar":"https://static.tigerbbs.com/fed133af25e10a66815df65500893c96","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4172161866209202","idStr":"4172161866209202"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LVS\">$金沙集团(LVS)$ </a> 这样的阴跌，即便有好的业绩支撑，也会沦为LJ股","listText":"<a href=\"https://laohu8.com/S/LVS\">$金沙集团(LVS)$ </a> 这样的阴跌，即便有好的业绩支撑，也会沦为LJ股","text":"$金沙集团(LVS)$ 这样的阴跌，即便有好的业绩支撑，也会沦为LJ股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608825999819520","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607726398665712,"gmtCreate":1789394253063,"gmtModify":1789394255195,"author":{"id":"4172161866209202","authorId":"4172161866209202","name":"骐骥驰骋","avatar":"https://static.tigerbbs.com/fed133af25e10a66815df65500893c96","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4172161866209202","idStr":"4172161866209202"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$ </a> 当前价格随便买买都合适","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$ </a> 当前价格随便买买都合适","text":"$小马智行(PONY)$ 当前价格随便买买都合适","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607726398665712","isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603518481122624,"gmtCreate":1788380435228,"gmtModify":1788380438427,"author":{"id":"4172161866209202","authorId":"4172161866209202","name":"骐骥驰骋","avatar":"https://static.tigerbbs.com/fed133af25e10a66815df65500893c96","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4172161866209202","idStr":"4172161866209202"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$ </a> 下跌周期临近尾声，光头阳线将预示上涨大幕即将拉开，继续做空无异于将筹码扔在地板上。","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$ </a> 下跌周期临近尾声，光头阳线将预示上涨大幕即将拉开，继续做空无异于将筹码扔在地板上。","text":"$小马智行(PONY)$ 下跌周期临近尾声，光头阳线将预示上涨大幕即将拉开，继续做空无异于将筹码扔在地板上。","images":[{"img":"https://static.tigerbbs.com/bed7946d1c1248c52712f73ac0b72a92","width":"1260","height":"845"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603518481122624","isVote":1,"tweetType":1,"viewCount":1970,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4242593241231122","authorId":"4242593241231122","name":"齐迹","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4242593241231122","idStr":"4242593241231122"},"content":"看到多少 能到15吗","text":"看到多少 能到15吗","html":"看到多少 能到15吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":599291556483088,"gmtCreate":1787336223608,"gmtModify":1787336225752,"author":{"id":"4172161866209202","authorId":"4172161866209202","name":"骐骥驰骋","avatar":"https://static.tigerbbs.com/fed133af25e10a66815df65500893c96","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4172161866209202","idStr":"4172161866209202"},"themes":[],"title":"","htmlText":"跨行业股票，没有定位就是最好的定位，这种股票随着AI的发展深化，未来会越来越多，单一定性股票是什么行业的，是一种旧套路的产物","listText":"跨行业股票，没有定位就是最好的定位，这种股票随着AI的发展深化，未来会越来越多，单一定性股票是什么行业的，是一种旧套路的产物","text":"跨行业股票，没有定位就是最好的定位，这种股票随着AI的发展深化，未来会越来越多，单一定性股票是什么行业的，是一种旧套路的产物","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/599291556483088","repostId":"1190787621","repostType":2,"repost":{"id":"1190787621","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1787303917,"share":"https://www.laohunote.com/m/news/1190787621?lang=zh_CN&edition=full","pubTime":"2026-08-21 17:18","market":"us","language":"zh","title":"市场还没想明白SpaceX到底算什么股：不像科技巨头，也不只是“马斯克概念”","url":"https://stock-news.laohu8.com/highlight/detail?id=1190787621","media":"老虎资讯综合","summary":"数据显示，目前SpaceX股价与“科技七巨头”的相关系数仅为0.28。此前市场一度期待，SpaceX上市后可能加入美国超级科技股阵营，将“科技七巨头”扩展为类似“八巨头”的新组合。Rabe指出，SpaceX目前还没有成为任何单一投资主题的纯粹代表，甚至不能简单归类为“马斯克概念股”。她表示，上市约六周、经历一份财报之后，市场仍然没有决定SpaceX究竟是什么。","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>究竟应该被归类为什么公司？答案可能没有投资者想象中那么简单。</p><p style=\"text-align: left;\">从业务构成来看，SpaceX既是商业航天公司，也是通信服务商、高科技制造企业，同时正在向人工智能模型和数据中心等领域扩张，再加上创始人马斯克的个人影响力，使其横跨多个投资主题。但从上市以来的股价表现看，市场至今仍未形成清晰的定价逻辑。</p><p style=\"text-align: left;\">DataTrek联合创始人Jessica Rabe通过分析SpaceX与其他上市公司的股价相关性发现，尽管SpaceX已经跻身万亿美元市值公司，并拥有AI模型和数据中心业务，但其股价与“科技七巨头”的相关性却出乎意料地低。</p><p style=\"text-align: left;\">数据显示，目前SpaceX股价与“科技七巨头”的相关系数仅为<strong>0.28</strong>。作为对比，苹果与标普500指数的相关系数约为<strong>0.7</strong>。更值得注意的是，SpaceX与亚马逊、Meta的股价甚至一度呈现负相关。</p><p style=\"text-align: left;\">相关系数通常用于衡量两项资产价格走势的一致程度。数值越接近1，意味着两者越倾向于同涨同跌；接近0则意味着走势之间缺乏明显联系。</p><p style=\"text-align: left;\">此前市场一度期待，SpaceX上市后可能加入美国超级科技股阵营，将“科技七巨头”扩展为类似“八巨头”的新组合。但至少从目前的交易特征来看，这一情况尚未出现。</p><h2 style=\"text-align: left;\"><strong>与其说是科技股，不如说是“风险偏好代理”</strong></h2><p style=\"text-align: left;\">DataTrek的分析发现，相比科技巨头，SpaceX目前与美国整体股市的相关性反而更加明显。</p><p style=\"text-align: left;\">这意味着，在上市初期，投资者似乎更多把SpaceX当作一只<strong>高风险偏好资产</strong>：市场情绪转弱时，投资者倾向于卖出SpaceX；风险偏好回升时，资金又重新买入。</p><p style=\"text-align: left;\">这一特点在近期行情中表现得较为明显。7月纳斯达克综合指数走弱，AI相关股票遭遇抛售，与此同时，市场还在等待内部人士及早期投资者持有的更多SpaceX股份进入流通，SpaceX股价也一度承压。</p><h2 style=\"text-align: left;\"><strong>真正与SpaceX走势最接近的，还是太空股</strong></h2><p style=\"text-align: left;\">如果从个股相关性来看，目前SpaceX与<a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a>、<a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile</a>等商业航天公司的走势最为接近。</p><p style=\"text-align: left;\">这在一定程度上说明，尽管SpaceX拥有通信、AI等多个增长故事，投资者现阶段仍主要按照“太空股”的逻辑对其进行交易。</p><p style=\"text-align: left;\">Rabe指出，SpaceX目前还没有成为任何单一投资主题的纯粹代表，甚至不能简单归类为“马斯克概念股”。</p><p style=\"text-align: left;\">她表示，<strong>上市约六周、经历一份财报之后，市场仍然没有决定SpaceX究竟是什么。</strong></p><p style=\"text-align: left;\">从长期来看，随着更多季度业绩公布、各项业务的收入和利润贡献逐渐清晰，SpaceX未来可能会越来越接近大型科技股的交易逻辑。</p><p style=\"text-align: left;\">但SpaceX的特殊之处也正在于此：其业务同时横跨商业航天、卫星通信、无线通信、AI以及高科技制造，覆盖航空航天与国防、信息技术和电信等多个行业，因此很难用传统的单一行业估值框架进行定价。</p></body></html>","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场还没想明白SpaceX到底算什么股：不像科技巨头，也不只是“马斯克概念”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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市场还没想明白SpaceX到底算什么股：不像科技巨头，也不只是“马斯克概念”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-08-21 17:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>究竟应该被归类为什么公司？答案可能没有投资者想象中那么简单。</p><p style=\"text-align: left;\">从业务构成来看，SpaceX既是商业航天公司，也是通信服务商、高科技制造企业，同时正在向人工智能模型和数据中心等领域扩张，再加上创始人马斯克的个人影响力，使其横跨多个投资主题。但从上市以来的股价表现看，市场至今仍未形成清晰的定价逻辑。</p><p style=\"text-align: left;\">DataTrek联合创始人Jessica Rabe通过分析SpaceX与其他上市公司的股价相关性发现，尽管SpaceX已经跻身万亿美元市值公司，并拥有AI模型和数据中心业务，但其股价与“科技七巨头”的相关性却出乎意料地低。</p><p style=\"text-align: left;\">数据显示，目前SpaceX股价与“科技七巨头”的相关系数仅为<strong>0.28</strong>。作为对比，苹果与标普500指数的相关系数约为<strong>0.7</strong>。更值得注意的是，SpaceX与亚马逊、Meta的股价甚至一度呈现负相关。</p><p style=\"text-align: left;\">相关系数通常用于衡量两项资产价格走势的一致程度。数值越接近1，意味着两者越倾向于同涨同跌；接近0则意味着走势之间缺乏明显联系。</p><p style=\"text-align: left;\">此前市场一度期待，SpaceX上市后可能加入美国超级科技股阵营，将“科技七巨头”扩展为类似“八巨头”的新组合。但至少从目前的交易特征来看，这一情况尚未出现。</p><h2 style=\"text-align: left;\"><strong>与其说是科技股，不如说是“风险偏好代理”</strong></h2><p style=\"text-align: left;\">DataTrek的分析发现，相比科技巨头，SpaceX目前与美国整体股市的相关性反而更加明显。</p><p style=\"text-align: left;\">这意味着，在上市初期，投资者似乎更多把SpaceX当作一只<strong>高风险偏好资产</strong>：市场情绪转弱时，投资者倾向于卖出SpaceX；风险偏好回升时，资金又重新买入。</p><p style=\"text-align: left;\">这一特点在近期行情中表现得较为明显。7月纳斯达克综合指数走弱，AI相关股票遭遇抛售，与此同时，市场还在等待内部人士及早期投资者持有的更多SpaceX股份进入流通，SpaceX股价也一度承压。</p><h2 style=\"text-align: left;\"><strong>真正与SpaceX走势最接近的，还是太空股</strong></h2><p style=\"text-align: left;\">如果从个股相关性来看，目前SpaceX与<a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a>、<a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile</a>等商业航天公司的走势最为接近。</p><p style=\"text-align: left;\">这在一定程度上说明，尽管SpaceX拥有通信、AI等多个增长故事，投资者现阶段仍主要按照“太空股”的逻辑对其进行交易。</p><p style=\"text-align: left;\">Rabe指出，SpaceX目前还没有成为任何单一投资主题的纯粹代表，甚至不能简单归类为“马斯克概念股”。</p><p style=\"text-align: left;\">她表示，<strong>上市约六周、经历一份财报之后，市场仍然没有决定SpaceX究竟是什么。</strong></p><p style=\"text-align: left;\">从长期来看，随着更多季度业绩公布、各项业务的收入和利润贡献逐渐清晰，SpaceX未来可能会越来越接近大型科技股的交易逻辑。</p><p style=\"text-align: left;\">但SpaceX的特殊之处也正在于此：其业务同时横跨商业航天、卫星通信、无线通信、AI以及高科技制造，覆盖航空航天与国防、信息技术和电信等多个行业，因此很难用传统的单一行业估值框架进行定价。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226","relate_stocks":{"SPAL":"2倍做多Space X ETF-GraniteShares","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPCQ":"2倍做空SpaceX ETF-Defiance","SPCF":"2倍做多SpaceX ETF-ProShares","SPAX":"2倍做多SPACEX ETF-T-REX","SPCU":"2倍做多SpaceX ETF-Defiance","LOFF":"2倍做多SpaceX ETF-Direxion","SNK":"2倍做空SpaceX ETF-GraniteShares","LOFD":"Direxion Daily SpaceX Bear 2X ETF","SPCM":"2倍做多SpaceX ETF-Tradr","SPCG":"2倍做空SpaceX ETF-Tradr","SPCX":"SPAC and New Issue ETF","YSPC":"YieldMax SPCX Option Income Strategy ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190787621","content_text":"SpaceX究竟应该被归类为什么公司？答案可能没有投资者想象中那么简单。从业务构成来看，SpaceX既是商业航天公司，也是通信服务商、高科技制造企业，同时正在向人工智能模型和数据中心等领域扩张，再加上创始人马斯克的个人影响力，使其横跨多个投资主题。但从上市以来的股价表现看，市场至今仍未形成清晰的定价逻辑。DataTrek联合创始人Jessica Rabe通过分析SpaceX与其他上市公司的股价相关性发现，尽管SpaceX已经跻身万亿美元市值公司，并拥有AI模型和数据中心业务，但其股价与“科技七巨头”的相关性却出乎意料地低。数据显示，目前SpaceX股价与“科技七巨头”的相关系数仅为0.28。作为对比，苹果与标普500指数的相关系数约为0.7。更值得注意的是，SpaceX与亚马逊、Meta的股价甚至一度呈现负相关。相关系数通常用于衡量两项资产价格走势的一致程度。数值越接近1，意味着两者越倾向于同涨同跌；接近0则意味着走势之间缺乏明显联系。此前市场一度期待，SpaceX上市后可能加入美国超级科技股阵营，将“科技七巨头”扩展为类似“八巨头”的新组合。但至少从目前的交易特征来看，这一情况尚未出现。与其说是科技股，不如说是“风险偏好代理”DataTrek的分析发现，相比科技巨头，SpaceX目前与美国整体股市的相关性反而更加明显。这意味着，在上市初期，投资者似乎更多把SpaceX当作一只高风险偏好资产：市场情绪转弱时，投资者倾向于卖出SpaceX；风险偏好回升时，资金又重新买入。这一特点在近期行情中表现得较为明显。7月纳斯达克综合指数走弱，AI相关股票遭遇抛售，与此同时，市场还在等待内部人士及早期投资者持有的更多SpaceX股份进入流通，SpaceX股价也一度承压。真正与SpaceX走势最接近的，还是太空股如果从个股相关性来看，目前SpaceX与Rocket Lab、AST SpaceMobile等商业航天公司的走势最为接近。这在一定程度上说明，尽管SpaceX拥有通信、AI等多个增长故事，投资者现阶段仍主要按照“太空股”的逻辑对其进行交易。Rabe指出，SpaceX目前还没有成为任何单一投资主题的纯粹代表，甚至不能简单归类为“马斯克概念股”。她表示，上市约六周、经历一份财报之后，市场仍然没有决定SpaceX究竟是什么。从长期来看，随着更多季度业绩公布、各项业务的收入和利润贡献逐渐清晰，SpaceX未来可能会越来越接近大型科技股的交易逻辑。但SpaceX的特殊之处也正在于此：其业务同时横跨商业航天、卫星通信、无线通信、AI以及高科技制造，覆盖航空航天与国防、信息技术和电信等多个行业，因此很难用传统的单一行业估值框架进行定价。","news_type":1,"symbols_score_info":{"ELOL":0.6,"SPCU":0.6,"SPAL":0.6,"YSPC":0.6,"LOFD":0.6,"SSPC":0.6,"SPAX":0.6,"SPCQ":0.6,"LOFF":0.6,"SPCM":0.6,"SPCH":0.6,"SPCF":0.6,"SNK":0.6,"SPCX":2.1,"SPCG":0.6}},"isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539461019006168,"gmtCreate":1772722425020,"gmtModify":1772722911969,"author":{"id":"4172161866209202","authorId":"4172161866209202","name":"骐骥驰骋","avatar":"https://static.tigerbbs.com/fed133af25e10a66815df65500893c96","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4172161866209202","idStr":"4172161866209202"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$ </a><v-v data-views=\"1\"></v-v> 特朗普是要支持美国房地产起飞的，而现在伊朗🇮🇷现场特朗普不可能速战速决，市场的恐惧正在降低，这支股票应该会回到上升通道。","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$ </a><v-v data-views=\"1\"></v-v> 特朗普是要支持美国房地产起飞的，而现在伊朗🇮🇷现场特朗普不可能速战速决，市场的恐惧正在降低，这支股票应该会回到上升通道。","text":"$Opendoor Technologies Inc(OPEN)$ 特朗普是要支持美国房地产起飞的，而现在伊朗🇮🇷现场特朗普不可能速战速决，市场的恐惧正在降低，这支股票应该会回到上升通道。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539461019006168","isVote":1,"tweetType":1,"viewCount":5695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505135488930000,"gmtCreate":1764343283564,"gmtModify":1764343913277,"author":{"id":"4172161866209202","authorId":"4172161866209202","name":"骐骥驰骋","avatar":"https://static.tigerbbs.com/fed133af25e10a66815df65500893c96","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4172161866209202","idStr":"4172161866209202"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$ </a> 开启上升通道","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$ </a> 开启上升通道","text":"$小马智行(PONY)$ 开启上升通道","images":[{"img":"https://static.tigerbbs.com/dcdf66c1256eb36cca85ecca1b10c7ef","width":"1046","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/505135488930000","isVote":1,"tweetType":1,"viewCount":2970,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103365535817830","authorId":"4103365535817830","name":"Mr_Li_9581","avatar":"https://static.tigerbbs.com/5bf19cf30ed0434e84cacc7adec0bd77","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4103365535817830","idStr":"4103365535817830"},"content":"铁 靠谱吗？能上升吗？","text":"铁 靠谱吗？能上升吗？","html":"铁 靠谱吗？能上升吗？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":504438234157856,"gmtCreate":1764182172329,"gmtModify":1764182174393,"author":{"id":"4172161866209202","authorId":"4172161866209202","name":"骐骥驰骋","avatar":"https://static.tigerbbs.com/fed133af25e10a66815df65500893c96","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4172161866209202","idStr":"4172161866209202"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$ </a><v-v data-views=\"1\"></v-v> 妖股回来了吗","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$ </a><v-v data-views=\"1\"></v-v> 妖股回来了吗","text":"$Opendoor Technologies Inc(OPEN)$ 妖股回来了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504438234157856","repostId":"504396432392776","repostType":1,"repost":{"id":504396432392776,"gmtCreate":1764171451199,"gmtModify":1764171453315,"author":{"id":"3570087399265088","authorId":"3570087399265088","name":"MarkSun","avatar":"https://static.tigerbbs.com/5c72859b6ff9cb465e284e6a9c708ad1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570087399265088","idStr":"3570087399265088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a><v-v data-views=\"1\"></v-v> 1. Beyond Meat投资庆春朴门：2025年11月，Beyond Meat拿出2.8亿元投资中国本土素食餐厅庆春朴门，这是国际植物肉品牌首次直接投资中国本土素食餐厅，直接拉近了其与中国素食消费市场的绑定，强化了市场对植物肉落地餐饮场景的信心。","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a><v-v data-views=\"1\"></v-v> 1. Beyond Meat投资庆春朴门：2025年11月，Beyond Meat拿出2.8亿元投资中国本土素食餐厅庆春朴门，这是国际植物肉品牌首次直接投资中国本土素食餐厅，直接拉近了其与中国素食消费市场的绑定，强化了市场对植物肉落地餐饮场景的信心。","text":"$Beyond Meat, Inc.(BYND)$ 1. Beyond Meat投资庆春朴门：2025年11月，Beyond Meat拿出2.8亿元投资中国本土素食餐厅庆春朴门，这是国际植物肉品牌首次直接投资中国本土素食餐厅，直接拉近了其与中国素食消费市场的绑定，强化了市场对植物肉落地餐饮场景的信心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504396432392776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498908436955296,"gmtCreate":1762828869530,"gmtModify":1762829878588,"author":{"id":"4172161866209202","authorId":"4172161866209202","name":"骐骥驰骋","avatar":"https://static.tigerbbs.com/fed133af25e10a66815df65500893c96","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4172161866209202","idStr":"4172161866209202"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$ </a>坐过山车，总比没有的坐好。忍住就是胜利！","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$ </a>坐过山车，总比没有的坐好。忍住就是胜利！","text":"$Opendoor Technologies Inc(OPEN)$ 坐过山车，总比没有的坐好。忍住就是胜利！","images":[{"img":"https://static.tigerbbs.com/88b27adbe369d78a068f5dcbf1ac1383","width":"1046","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498908436955296","isVote":1,"tweetType":1,"viewCount":2602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":490291414499392,"gmtCreate":1760727292826,"gmtModify":1760727305006,"author":{"id":"4172161866209202","authorId":"4172161866209202","name":"骐骥驰骋","avatar":"https://static.tigerbbs.com/fed133af25e10a66815df65500893c96","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4172161866209202","idStr":"4172161866209202"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$ </a><v-v data-views=\"1\"></v-v> 做空的动能已经基本释放完毕，多空基本平衡，交易量创近期新低，一颗十字星的K图，是一波上涨的动能正在蓄势待发的前兆。<a href=\"https://laohu8.com/S/DSU\"></a>","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$ </a><v-v data-views=\"1\"></v-v> 做空的动能已经基本释放完毕，多空基本平衡，交易量创近期新低，一颗十字星的K图，是一波上涨的动能正在蓄势待发的前兆。<a href=\"https://laohu8.com/S/DSU\"></a>","text":"$Opendoor Technologies Inc(OPEN)$ 做空的动能已经基本释放完毕，多空基本平衡，交易量创近期新低，一颗十字星的K图，是一波上涨的动能正在蓄势待发的前兆。","images":[{"img":"https://static.tigerbbs.com/80e721ca64e7c8e81f34a0f42798f110","width":"1888","height":"4096"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/490291414499392","isVote":1,"tweetType":1,"viewCount":7823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}