投资观察08-05
即便这家火箭公司报告了季度营收激增92%的亮眼业绩，SpaceX的股价却在今日盘前交易时段暴跌超10%，跌至约111美元关口。投资者显然被其庞大的资本开支惊呆了——仅第二季度，SpaceX的资本支出就高达184亿美元，而去年同期仅为28亿美元。这一对比令人瞠目。
"令投资者忧心忡忡的是，支出增速远超营收增速的步伐，"经纪商XTB的研究总监Kathleen Brooks如此评价当前局势。她进一步警告："如果周三股价仍无法站稳115美元上方，那么，一旦未来两天内有大量SpaceX股票涌入市场，股价就可能跌破上周低点108美元，开启更陡峭的下行通道。"
在昨日财报发布前，伯恩斯坦的分析师们曾撰文指出，与其紧盯短期股价波动，投资者更应关注"管理层对增长路径所展现的信心强度"。他们补充道，就SpaceX的轨道数据中心计划而言，其"万亿级估值的故事，关键不在于'何时'实现，而在于'是否'能够实现"。
Elon Musk本人则放出豪言，SpaceX预计在2030年实现1万亿美元营收，这比此前预测整整提前了一年。而今年上半年，该公司收入已达125亿美元。
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