马斯克不出来撑个场？_老虎社区_美港股上老虎 - 老虎社区

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阿呆宝
07-16 15:56

马斯克不出来撑个场？

SpaceX破发，空头浮盈已近40亿美元

SpaceX上市不足一月，股价已较高点暴跌三分之一，市值蒸发逾8600亿美元。做空者账面浮盈飙升至38.8亿美元，28%的卖空比例创新上市公司首月历史高位。首份季报即将触发解禁潮，星舰第13次试飞箭在弦上——多重利空叠加，这场围猎可能才刚刚开始。

SpaceX破发，空头浮盈已近40亿美元

# 华尔街见闻

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ruan_7128
·07-16 23:14
估计破100时他会出来的，现在还不是时候
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08:29</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;\">SpaceX股价跌破发行价，做空者正从这场下跌中获取丰厚账面收益。</p><p style=\"text-align: left;\"><strong>据S3 Partners最新数据，SpaceX空头的账面浮盈已升至38.8亿美元。</strong>该股股价徘徊于IPO发行价135美元附近，并连续第四个交易日下跌，盘中最低触及132.15美元。与此同时，约1.81亿股、占流通股28%的股份已被卖空，这一比例在新上市公司首月内处于历史高位之列。</p><p style=\"text-align: left;\">市场的悲观情绪还在持续升温。过去一周内，新增卖空约3700万股，市值约50亿美元。投资者正密切关注即将到来的两大催化剂：最早于本周四进行的星舰第13次试飞，以及公司首份季度财报的发布——后者将触发部分股东的解禁，届时大量股票将陆续涌入市场。</p><h2 style=\"text-align: left;\">股价重挫，市值蒸发逾8600亿美元</h2><p style=\"text-align: left;\">自6月16日收盘高点以来，SpaceX股价已累计下跌约三分之一，市值蒸发规模达8600亿美元。这一跌幅标志着SpaceX在上市初期的高估值光环正在快速消退。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fafad250bd84b6c93011b1dd1becc4a7\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">S3 Partners的Ihor Dusaniwsky表示，<strong>&#34;近期股价走弱既刺激了做空行为，也反映出市场对即将到来的锁定期解禁的提前布局。&#34;</strong></p><h2 style=\"text-align: left;\">解禁压力与首份财报构成双重利空</h2><p style=\"text-align: left;\">做空规模的急剧扩大，与公司即将发布首份季度财报的时间节点高度重合。财报发布后，部分早期持股者将首次获得出售股票的资格，由此开启一段数周内大量股份陆续解禁的窗口期。</p><p style=\"text-align: left;\">这一供给端的潜在压力，令市场对股价走势更加谨慎。目前28%的卖空比例，在新上市公司首月内已属罕见高位，显示机构投资者对短期内股价承压的判断较为一致。</p><p style=\"text-align: left;\">在基本面压力之外，SpaceX星舰火箭的第13次试飞最早可能于本周四进行，这一事件被市场视为影响短期股价走势的重要节点。试飞结果或将在一定程度上左右投资者对公司技术进展的信心，并对多空双方的仓位调整产生直接影响。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcTvw_04uYjpUfBwH6tRmU1GqBVeychpMr_Z2OSzoUuoAA&s=10","relate_stocks":{"LOFF":"2倍做多SpaceX ETF-Direxion","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCM":"2倍做多SpaceX ETF-Tradr","SPCU":"2倍做多SpaceX ETF-Defiance","SPCG":"2倍做空SpaceX ETF-Tradr","SPCX":"SPAC and New Issue ETF","XOVR":"ERShares Private-Public Crossover ETF","SPCQ":"2倍做空SpaceX 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