行情直击08-05
8月5日，SpaceX夜盘下跌7.53%，报115.89美元/股。公司发布上市以来首份季度财报，营收78亿美元同比增长92%，大幅超出市场预期的69亿美元；AI业务运营亏损12.6亿美元，远好于预期的23.9亿美元。
然而，二季度资本支出高达184亿美元，其中AI相关支出158亿美元，且CFO明确表示未来两个季度支出规模将维持高位。与此同时，8月6日约9.12亿股限售股即将解禁，潜在抛压接近千亿美元，当前空头仓位占流通股比例已达34%。业绩利好被巨额资本开支与供给压力对冲，股价承压。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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