美股太空概念股集体上涨，Destiny Tech100涨超9% - 老虎社区

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- 名正言顺名正言顺
  ·06-12
  这篇文章不错，转发给大家看看
  美股部分太空概念股上涨！Destiny Tech100涨超9%，维珍银河、Sidus Space涨超6%
  6月10日，美股部分太空概念股上涨，$Destiny(DXYZ)$ Tech100涨超9%，$维珍银河(SPCE)$、$Sidus Space(SIDU)$涨超6%，$AST SpaceMobile(ASTSW)$、$Rocket Lab USA(RKLBW)$涨近2%。
  美股部分太空概念股上涨！Destiny Tech100涨超9%，维珍银河、Sidus Space涨超6%
  168 评论
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- 走在雨中走在雨中
  ·06-11
  别陷入对资本和权力的盲目崇拜之中去
  SpaceX IPO遭抢购引发全美狂欢，知名空头率先泼冷水：别为遥不可及的“希望与梦想”买单！
  查诺斯将 SpaceX 的溢价与投资者赋予特斯拉的溢价进行了对比。然而他辩称，SpaceX 的估值倍数要高得多。虽然查诺斯没有明确表示会立即做空该股，但他对 IPO 的定价流露出了怀疑。从更广泛的角度来看，查诺斯认为 SpaceX 的发行是一个典型例证，表明当前的市场正越来越愿意为遥不可及的可能性买单，同时却忽视了眼下的经济现实。
  SpaceX IPO遭抢购引发全美狂欢，知名空头率先泼冷水：别为遥不可及的“希望与梦想”买单！
  459 评论
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- 名正言顺名正言顺
  ·06-12
  这篇文章不错，转发给大家看看
  美股部分太空概念股上涨！Destiny Tech100涨超9%，维珍银河、Sidus Space涨超6%
  6月10日，美股部分太空概念股上涨，$Destiny(DXYZ)$ Tech100涨超9%，$维珍银河(SPCE)$、$Sidus Space(SIDU)$涨超6%，$AST SpaceMobile(ASTSW)$、$Rocket Lab USA(RKLBW)$涨近2%。
  美股部分太空概念股上涨！Destiny Tech100涨超9%，维珍银河、Sidus Space涨超6%
  168 评论
  1
  分享
  举报
- 走在雨中走在雨中
  ·06-11
  别陷入对资本和权力的盲目崇拜之中去
  SpaceX IPO遭抢购引发全美狂欢，知名空头率先泼冷水：别为遥不可及的“希望与梦想”买单！
  查诺斯将 SpaceX 的溢价与投资者赋予特斯拉的溢价进行了对比。然而他辩称，SpaceX 的估值倍数要高得多。虽然查诺斯没有明确表示会立即做空该股，但他对 IPO 的定价流露出了怀疑。从更广泛的角度来看，查诺斯认为 SpaceX 的发行是一个典型例证，表明当前的市场正越来越愿意为遥不可及的可能性买单，同时却忽视了眼下的经济现实。
  SpaceX IPO遭抢购引发全美狂欢，知名空头率先泼冷水：别为遥不可及的“希望与梦想”买单！
  459 评论
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/>\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>美股部分太空概念股上涨！Destiny Tech100涨超9%，维珍银河、Sidus Space涨超6%</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; 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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美股部分太空概念股上涨！Destiny Tech100涨超9%，维珍银河、Sidus Space涨超6%\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\">2026-06-10 21:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月10日，美股部分太空概念股上涨，<a href=\"https://laohu8.com/S/DXYZ\">Destiny</a> Tech100涨超9%，<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>、<a href=\"https://laohu8.com/S/SIDU\">Sidus Space</a>涨超6%，<a href=\"https://laohu8.com/S/ASTSW\">AST SpaceMobile</a>、<a href=\"https://laohu8.com/S/RKLBW\">Rocket Lab USA</a>涨近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/582c46f52f76c68527e7a5f581805996\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BK4187":"航天航空与国防","BK4562":"SPAC上市公司","UFO":"Procure Space ETF","SPCE":"维珍银河","DXYZ":"Destiny Tech100 Inc","BK4615":"SpaceX概念","BK4564":"太空概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138850236","content_text":"6月10日，美股部分太空概念股上涨，Destiny Tech100涨超9%，维珍银河、Sidus Space涨超6%，AST SpaceMobile、Rocket Lab USA涨近2%。","news_type":1,"symbols_score_info":{"SPCE":1.5,"UFO":0.6,"DXYZ":1.5}},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574065789132912,"gmtCreate":1781166756183,"gmtModify":1781167258886,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3528737361716173","authorIdStr":"3528737361716173"},"themes":[],"title":"","htmlText":"别陷入对资本和权力的盲目崇拜之中去","listText":"别陷入对资本和权力的盲目崇拜之中去","text":"别陷入对资本和权力的盲目崇拜之中去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574065789132912","repostId":"2642405616","repostType":2,"repost":{"id":"2642405616","kind":"news","pubTimestamp":1781151600,"share":"https://www.laohu8.com/m/news/2642405616?lang=zh_CN&edition=full","pubTime":"2026-06-11 12:20","market":"sh","language":"zh","title":"SpaceX IPO遭抢购引发全美狂欢，知名空头率先泼冷水：别为遥不可及的“希望与梦想”买单！","url":"https://stock-news.laohu8.com/highlight/detail?id=2642405616","media":"智通财经","summary":"查诺斯将 SpaceX 的溢价与投资者赋予特斯拉的溢价进行了对比。然而他辩称，SpaceX 的估值倍数要高得多。虽然查诺斯没有明确表示会立即做空该股，但他对 IPO 的定价流露出了怀疑。从更广泛的角度来看，查诺斯认为 SpaceX 的发行是一个典型例证，表明当前的市场正越来越愿意为遥不可及的可能性买单，同时却忽视了眼下的经济现实。","content":"<html><body><p>智通财经APP获悉，知名做空投资者詹姆斯·查诺斯表示，SpaceX 轰动一时的公开上市，更多是由投资者对埃隆·马斯克以及人工智能的热情所驱动，而非基于财务基本面。他认为，在任何合理的业务假设下，该公司的估值都很难站得住脚。</p><p>在这家公司备受期待的 IPO 前夕，Chanos &amp; Co. 创始人查诺斯接受了采访。他将这笔交易形容为对市场情绪的一次关键测试，因为投资者正将大笔资金注入带有投机性质的增长故事中。</p><p>查诺斯在纽约举行的 iConnections 全球另类投资大会上表示，“我们将迎来一场募资 750 亿美元、估值接近 2 万亿美元的 IPO，而这家公司的营收只有 190 亿美元，且自由现金流为负，”该大会聚集了 2500 多名机构资产配置者和基金经理。“这实际上是一场‘贩卖希望与梦想’的 IPO。”</p><p>本轮发行已成为历史上最受瞩目的股票首秀之一，据报道，市场需求是可供认购股份的数倍。但查诺斯表示，这一估值反映的是对未来业务的预期，而这些业务目前在很大程度上仍停留在理论阶段，包括天基数据中心、月球制造以及其他与马斯克长期愿景挂钩的风险投资。</p><p>他讽刺道：“太空的可寻址总市场(TAM)是无限的。你可以编造任何你想要的故事——火星殖民地、月球工厂、太空数据中心——来为这个估值自圆其说。”</p><p>查诺斯将 SpaceX 的溢价与投资者赋予<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的溢价进行了对比。长期以来，特斯拉的市值一直受到市场对自动驾驶、机器人和人工智能预期的支撑。然而他辩称，SpaceX 的估值倍数要高得多。</p><p>他指出：“基于对未来的承诺，特斯拉的交易价格大约是其营收的 14 倍。而 SpaceX 的发行价大约是其营收的 90 倍，这完全是两个物种。”</p><p>虽然查诺斯没有明确表示会立即做空该股，但他对 IPO 的定价流露出了怀疑。他认为，包括星链(Starlink)卫星互联网业务在内的现有业务，可以支撑起“几千亿美元”的估值，“问题在于，剩下的部分是否真的值 1.5 万亿美元。”</p><p>查诺斯还驳斥了关于天基数据中心可能成为颠覆性新市场的说法。他表示，尽管这在技术上可行，但此类项目面临着巨大的经济和运营障碍，包括发射成本、维护挑战、保险要求以及对极高冗余度的需求。</p><p>“在数据中心里，设备随时都会坏掉，”他补充道，如果这发生在太空，你可没办法直接派个技术人员带着备件上去维修。</p><p>他进一步指出，SpaceX 的“星舰”(Starship)火箭——这一对降低发射成本并实现公司许多未来野心至关重要的核心载具——尚未证明其能够持续成功进入轨道。</p><p>从更广泛的角度来看，查诺斯认为 SpaceX 的发行是一个典型例证，表明当前的市场正越来越愿意为遥不可及的可能性买单，同时却忽视了眼下的经济现实。</p><p>查诺斯感叹道，“牛市会给承诺赋予溢价，”“熊市则会给现实打折。而现在，我们显然正处于前者。”</p></body></html>","source":"stock_zhitongcaijing","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>SpaceX IPO遭抢购引发全美狂欢，知名空头率先泼冷水：别为遥不可及的“希望与梦想”买单！</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{ 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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\">\nSpaceX IPO遭抢购引发全美狂欢，知名空头率先泼冷水：别为遥不可及的“希望与梦想”买单！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-11 12:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1453011.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，知名做空投资者詹姆斯·查诺斯表示，SpaceX 轰动一时的公开上市，更多是由投资者对埃隆·马斯克以及人工智能的热情所驱动，而非基于财务基本面。他认为，在任何合理的业务假设下，该公司的估值都很难站得住脚。在这家公司备受期待的 IPO 前夕，Chanos & Co. 创始人查诺斯接受了采访。他将这笔交易形容为对市场情绪的一次关键测试，因为投资者正将大笔资金注入带有投机性质的增长故事...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1453011.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LOFF":"2倍做多SpaceX ETF-Direxion","BK4615":"SpaceX概念","SPCX":"SPAC and New Issue ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPAL":"2倍做多Space X ETF-GraniteShares","IPOS":"Renaissance International IPO ETF","SPCF":"2倍做多SpaceX ETF-ProShares","BK4089":"非传统电信运营商","UFO":"Procure Space ETF","XOVR":"ERShares Private-Public Crossover ETF","SPCU":"2倍做多SpaceX ETF-Defiance","DXYZ":"Destiny Tech100 Inc","SNK":"2倍做空SpaceX ETF-GraniteShares"},"source_url":"http://www.zhitongcaijing.com/content/detail/1453011.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642405616","content_text":"智通财经APP获悉，知名做空投资者詹姆斯·查诺斯表示，SpaceX 轰动一时的公开上市，更多是由投资者对埃隆·马斯克以及人工智能的热情所驱动，而非基于财务基本面。他认为，在任何合理的业务假设下，该公司的估值都很难站得住脚。在这家公司备受期待的 IPO 前夕，Chanos & Co. 创始人查诺斯接受了采访。他将这笔交易形容为对市场情绪的一次关键测试，因为投资者正将大笔资金注入带有投机性质的增长故事中。查诺斯在纽约举行的 iConnections 全球另类投资大会上表示，“我们将迎来一场募资 750 亿美元、估值接近 2 万亿美元的 IPO，而这家公司的营收只有 190 亿美元，且自由现金流为负，”该大会聚集了 2500 多名机构资产配置者和基金经理。“这实际上是一场‘贩卖希望与梦想’的 IPO。”本轮发行已成为历史上最受瞩目的股票首秀之一，据报道，市场需求是可供认购股份的数倍。但查诺斯表示，这一估值反映的是对未来业务的预期，而这些业务目前在很大程度上仍停留在理论阶段，包括天基数据中心、月球制造以及其他与马斯克长期愿景挂钩的风险投资。他讽刺道：“太空的可寻址总市场(TAM)是无限的。你可以编造任何你想要的故事——火星殖民地、月球工厂、太空数据中心——来为这个估值自圆其说。”查诺斯将 SpaceX 的溢价与投资者赋予特斯拉的溢价进行了对比。长期以来，特斯拉的市值一直受到市场对自动驾驶、机器人和人工智能预期的支撑。然而他辩称，SpaceX 的估值倍数要高得多。他指出：“基于对未来的承诺，特斯拉的交易价格大约是其营收的 14 倍。而 SpaceX 的发行价大约是其营收的 90 倍，这完全是两个物种。”虽然查诺斯没有明确表示会立即做空该股，但他对 IPO 的定价流露出了怀疑。他认为，包括星链(Starlink)卫星互联网业务在内的现有业务，可以支撑起“几千亿美元”的估值，“问题在于，剩下的部分是否真的值 1.5 万亿美元。”查诺斯还驳斥了关于天基数据中心可能成为颠覆性新市场的说法。他表示，尽管这在技术上可行，但此类项目面临着巨大的经济和运营障碍，包括发射成本、维护挑战、保险要求以及对极高冗余度的需求。“在数据中心里，设备随时都会坏掉，”他补充道，如果这发生在太空，你可没办法直接派个技术人员带着备件上去维修。他进一步指出，SpaceX 的“星舰”(Starship)火箭——这一对降低发射成本并实现公司许多未来野心至关重要的核心载具——尚未证明其能够持续成功进入轨道。从更广泛的角度来看，查诺斯认为 SpaceX 的发行是一个典型例证，表明当前的市场正越来越愿意为遥不可及的可能性买单，同时却忽视了眼下的经济现实。查诺斯感叹道，“牛市会给承诺赋予溢价，”“熊市则会给现实打折。而现在，我们显然正处于前者。”","news_type":1,"symbols_score_info":{"UFO":0.6,"SNK":1.5,"DXYZ":1.5,"SPAL":1.5,"IPOS":1.5,"SPCF":0.6,"SPCH":0.6,"XOVR":1.5,"SPCU":1.5,"SPCX":1.5,"LOFF":0.6}},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":574269927809560,"gmtCreate":1781216496053,"gmtModify":1781228565283,"author":{"id":"3579497708337805","authorId":"3579497708337805","name":"名正言顺","avatar":"https://static.tigerbbs.com/e0c81a020a5ceeb97234dbd82ce9f54c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579497708337805","idStr":"3579497708337805"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574269927809560","repostId":"1138850236","repostType":2,"repost":{"id":"1138850236","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":1781099020,"share":"https://www.laohu8.com/m/news/1138850236?lang=zh_CN&edition=full","pubTime":"2026-06-10 21:43","market":"us","language":"zh","title":"美股部分太空概念股上涨！Destiny Tech100涨超9%，维珍银河、Sidus Space涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1138850236","media":"老虎资讯综合","summary":"6月10日，美股部分太空概念股上涨，$Destiny(DXYZ)$ Tech100涨超9%，$维珍银河(SPCE)$、$Sidus Space(SIDU)$涨超6%，$AST SpaceMobile(ASTSW)$、$Rocket Lab USA(RKLBW)$涨近2%。","content":"<html><head></head><body><p>6月10日，美股部分太空概念股上涨，<a href=\"https://laohu8.com/S/DXYZ\">Destiny</a> Tech100涨超9%，<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>、<a href=\"https://laohu8.com/S/SIDU\">Sidus Space</a>涨超6%，<a href=\"https://laohu8.com/S/ASTSW\">AST SpaceMobile</a>、<a href=\"https://laohu8.com/S/RKLBW\">Rocket Lab USA</a>涨近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/582c46f52f76c68527e7a5f581805996\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></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>美股部分太空概念股上涨！Destiny Tech100涨超9%，维珍银河、Sidus Space涨超6%</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美股部分太空概念股上涨！Destiny Tech100涨超9%，维珍银河、Sidus Space涨超6%\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\">2026-06-10 21:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月10日，美股部分太空概念股上涨，<a href=\"https://laohu8.com/S/DXYZ\">Destiny</a> Tech100涨超9%，<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>、<a href=\"https://laohu8.com/S/SIDU\">Sidus Space</a>涨超6%，<a href=\"https://laohu8.com/S/ASTSW\">AST SpaceMobile</a>、<a href=\"https://laohu8.com/S/RKLBW\">Rocket Lab USA</a>涨近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/582c46f52f76c68527e7a5f581805996\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BK4187":"航天航空与国防","BK4562":"SPAC上市公司","UFO":"Procure Space ETF","SPCE":"维珍银河","DXYZ":"Destiny Tech100 Inc","BK4615":"SpaceX概念","BK4564":"太空概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138850236","content_text":"6月10日，美股部分太空概念股上涨，Destiny Tech100涨超9%，维珍银河、Sidus Space涨超6%，AST SpaceMobile、Rocket Lab USA涨近2%。","news_type":1,"symbols_score_info":{"SPCE":1.5,"UFO":0.6,"DXYZ":1.5}},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574065789132912,"gmtCreate":1781166756183,"gmtModify":1781167258886,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"title":"","htmlText":"别陷入对资本和权力的盲目崇拜之中去","listText":"别陷入对资本和权力的盲目崇拜之中去","text":"别陷入对资本和权力的盲目崇拜之中去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574065789132912","repostId":"2642405616","repostType":2,"repost":{"id":"2642405616","kind":"news","pubTimestamp":1781151600,"share":"https://www.laohu8.com/m/news/2642405616?lang=zh_CN&edition=full","pubTime":"2026-06-11 12:20","market":"sh","language":"zh","title":"SpaceX IPO遭抢购引发全美狂欢，知名空头率先泼冷水：别为遥不可及的“希望与梦想”买单！","url":"https://stock-news.laohu8.com/highlight/detail?id=2642405616","media":"智通财经","summary":"查诺斯将 SpaceX 的溢价与投资者赋予特斯拉的溢价进行了对比。然而他辩称，SpaceX 的估值倍数要高得多。虽然查诺斯没有明确表示会立即做空该股，但他对 IPO 的定价流露出了怀疑。从更广泛的角度来看，查诺斯认为 SpaceX 的发行是一个典型例证，表明当前的市场正越来越愿意为遥不可及的可能性买单，同时却忽视了眼下的经济现实。","content":"<html><body><p>智通财经APP获悉，知名做空投资者詹姆斯·查诺斯表示，SpaceX 轰动一时的公开上市，更多是由投资者对埃隆·马斯克以及人工智能的热情所驱动，而非基于财务基本面。他认为，在任何合理的业务假设下，该公司的估值都很难站得住脚。</p><p>在这家公司备受期待的 IPO 前夕，Chanos &amp; Co. 创始人查诺斯接受了采访。他将这笔交易形容为对市场情绪的一次关键测试，因为投资者正将大笔资金注入带有投机性质的增长故事中。</p><p>查诺斯在纽约举行的 iConnections 全球另类投资大会上表示，“我们将迎来一场募资 750 亿美元、估值接近 2 万亿美元的 IPO，而这家公司的营收只有 190 亿美元，且自由现金流为负，”该大会聚集了 2500 多名机构资产配置者和基金经理。“这实际上是一场‘贩卖希望与梦想’的 IPO。”</p><p>本轮发行已成为历史上最受瞩目的股票首秀之一，据报道，市场需求是可供认购股份的数倍。但查诺斯表示，这一估值反映的是对未来业务的预期，而这些业务目前在很大程度上仍停留在理论阶段，包括天基数据中心、月球制造以及其他与马斯克长期愿景挂钩的风险投资。</p><p>他讽刺道：“太空的可寻址总市场(TAM)是无限的。你可以编造任何你想要的故事——火星殖民地、月球工厂、太空数据中心——来为这个估值自圆其说。”</p><p>查诺斯将 SpaceX 的溢价与投资者赋予<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的溢价进行了对比。长期以来，特斯拉的市值一直受到市场对自动驾驶、机器人和人工智能预期的支撑。然而他辩称，SpaceX 的估值倍数要高得多。</p><p>他指出：“基于对未来的承诺，特斯拉的交易价格大约是其营收的 14 倍。而 SpaceX 的发行价大约是其营收的 90 倍，这完全是两个物种。”</p><p>虽然查诺斯没有明确表示会立即做空该股，但他对 IPO 的定价流露出了怀疑。他认为，包括星链(Starlink)卫星互联网业务在内的现有业务，可以支撑起“几千亿美元”的估值，“问题在于，剩下的部分是否真的值 1.5 万亿美元。”</p><p>查诺斯还驳斥了关于天基数据中心可能成为颠覆性新市场的说法。他表示，尽管这在技术上可行，但此类项目面临着巨大的经济和运营障碍，包括发射成本、维护挑战、保险要求以及对极高冗余度的需求。</p><p>“在数据中心里，设备随时都会坏掉，”他补充道，如果这发生在太空，你可没办法直接派个技术人员带着备件上去维修。</p><p>他进一步指出，SpaceX 的“星舰”(Starship)火箭——这一对降低发射成本并实现公司许多未来野心至关重要的核心载具——尚未证明其能够持续成功进入轨道。</p><p>从更广泛的角度来看，查诺斯认为 SpaceX 的发行是一个典型例证，表明当前的市场正越来越愿意为遥不可及的可能性买单，同时却忽视了眼下的经济现实。</p><p>查诺斯感叹道，“牛市会给承诺赋予溢价，”“熊市则会给现实打折。而现在，我们显然正处于前者。”</p></body></html>","source":"stock_zhitongcaijing","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\" 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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\">\nSpaceX IPO遭抢购引发全美狂欢，知名空头率先泼冷水：别为遥不可及的“希望与梦想”买单！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-11 12:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1453011.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，知名做空投资者詹姆斯·查诺斯表示，SpaceX 轰动一时的公开上市，更多是由投资者对埃隆·马斯克以及人工智能的热情所驱动，而非基于财务基本面。他认为，在任何合理的业务假设下，该公司的估值都很难站得住脚。在这家公司备受期待的 IPO 前夕，Chanos & Co. 创始人查诺斯接受了采访。他将这笔交易形容为对市场情绪的一次关键测试，因为投资者正将大笔资金注入带有投机性质的增长故事...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1453011.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LOFF":"2倍做多SpaceX ETF-Direxion","BK4615":"SpaceX概念","SPCX":"SPAC and New Issue ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPAL":"2倍做多Space X ETF-GraniteShares","IPOS":"Renaissance International IPO ETF","SPCF":"2倍做多SpaceX ETF-ProShares","BK4089":"非传统电信运营商","UFO":"Procure Space ETF","XOVR":"ERShares Private-Public Crossover ETF","SPCU":"2倍做多SpaceX ETF-Defiance","DXYZ":"Destiny Tech100 Inc","SNK":"2倍做空SpaceX ETF-GraniteShares"},"source_url":"http://www.zhitongcaijing.com/content/detail/1453011.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642405616","content_text":"智通财经APP获悉，知名做空投资者詹姆斯·查诺斯表示，SpaceX 轰动一时的公开上市，更多是由投资者对埃隆·马斯克以及人工智能的热情所驱动，而非基于财务基本面。他认为，在任何合理的业务假设下，该公司的估值都很难站得住脚。在这家公司备受期待的 IPO 前夕，Chanos & Co. 创始人查诺斯接受了采访。他将这笔交易形容为对市场情绪的一次关键测试，因为投资者正将大笔资金注入带有投机性质的增长故事中。查诺斯在纽约举行的 iConnections 全球另类投资大会上表示，“我们将迎来一场募资 750 亿美元、估值接近 2 万亿美元的 IPO，而这家公司的营收只有 190 亿美元，且自由现金流为负，”该大会聚集了 2500 多名机构资产配置者和基金经理。“这实际上是一场‘贩卖希望与梦想’的 IPO。”本轮发行已成为历史上最受瞩目的股票首秀之一，据报道，市场需求是可供认购股份的数倍。但查诺斯表示，这一估值反映的是对未来业务的预期，而这些业务目前在很大程度上仍停留在理论阶段，包括天基数据中心、月球制造以及其他与马斯克长期愿景挂钩的风险投资。他讽刺道：“太空的可寻址总市场(TAM)是无限的。你可以编造任何你想要的故事——火星殖民地、月球工厂、太空数据中心——来为这个估值自圆其说。”查诺斯将 SpaceX 的溢价与投资者赋予特斯拉的溢价进行了对比。长期以来，特斯拉的市值一直受到市场对自动驾驶、机器人和人工智能预期的支撑。然而他辩称，SpaceX 的估值倍数要高得多。他指出：“基于对未来的承诺，特斯拉的交易价格大约是其营收的 14 倍。而 SpaceX 的发行价大约是其营收的 90 倍，这完全是两个物种。”虽然查诺斯没有明确表示会立即做空该股，但他对 IPO 的定价流露出了怀疑。他认为，包括星链(Starlink)卫星互联网业务在内的现有业务，可以支撑起“几千亿美元”的估值，“问题在于，剩下的部分是否真的值 1.5 万亿美元。”查诺斯还驳斥了关于天基数据中心可能成为颠覆性新市场的说法。他表示，尽管这在技术上可行，但此类项目面临着巨大的经济和运营障碍，包括发射成本、维护挑战、保险要求以及对极高冗余度的需求。“在数据中心里，设备随时都会坏掉，”他补充道，如果这发生在太空，你可没办法直接派个技术人员带着备件上去维修。他进一步指出，SpaceX 的“星舰”(Starship)火箭——这一对降低发射成本并实现公司许多未来野心至关重要的核心载具——尚未证明其能够持续成功进入轨道。从更广泛的角度来看，查诺斯认为 SpaceX 的发行是一个典型例证，表明当前的市场正越来越愿意为遥不可及的可能性买单，同时却忽视了眼下的经济现实。查诺斯感叹道，“牛市会给承诺赋予溢价，”“熊市则会给现实打折。而现在，我们显然正处于前者。”","news_type":1,"symbols_score_info":{"UFO":0.6,"SNK":1.5,"DXYZ":1.5,"SPAL":1.5,"IPOS":1.5,"SPCF":0.6,"SPCH":0.6,"XOVR":1.5,"SPCU":1.5,"SPCX":1.5,"LOFF":0.6}},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"allBottom":false,"essenBottom":false}