Post
小周同学「亏损中」
$SPCX 观察：SpaceX财报炸裂反遭砸盘，利好出尽资金派发
SpaceX这份Q3财报堪称逆天
营收暴涨161%，AI业务暴增830%，直接扭亏为盈。
但盘后走势极其诚实，冲高166后迅速砸回159，跌超2.5%，典型的“利好出尽是利空”。
核心原因有三
一是高预期已被提前透支，财报落地机构反手止盈
二是AI基建极度烧钱，资金担忧未来现金流
三是宏观高息抽水下，科技股再好也怕大资金撤退。
结合特斯拉业绩拉胯靠合并画饼，现在的美股科技股，资金全在疯狂高抛低吸
业绩只是底牌，资金流向才是真相。
#SpaceXQ3营收大增161%，AI业务成增长主力
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$74,075.9+0.01%
ETH/USDTEthereum
$2,068.47+0.02%
SOL/USDTSolana
$83.25+0.01%
Today’s market buzz
1#After the US October CPI exceeded expectations, AI stocks and crypto trends diverged
2#Goldman Sachs predicts Anthropic's revenue will exceed $600 billion by 2030
3#NebiusAI cloud business rapid growth faces earnings report test
