行情直击08-05
8月5日，SpaceX盘中下跌11.21%，报110.21美元/股，成交额28.93亿美元。
消息面上，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%大超预期，但二季度资本支出高达184亿美元，其中AI相关支出158亿美元，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巨量供给压力对冲，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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