7月13日，SpaceX盘中跌超5%，报137.68美元，成交额超30亿美元，股价再度刷新上市以来新低，较6月16日历史高点225.64美元累计回落逾37%。
消息面上，该股持续承压主因包括：一是上市时实际可流通股比例不足5%，内部人士限售股份将在未来数周分批解禁，抛压预期显著；二是全股票收购Cursor导致现有股东持股被稀释约3.4%；三是华尔街估值分歧极端扩大，目标价从131美元到900美元不等，信用市场亦传递担忧信号，其2036年到期债券利差已升至1.57个百分点，远高于同评级电信债券约0.9个百分点的水平。尽管FAA已结束星舰第12次飞行异常调查、第13次试飞即将进行等利好释放，但未能扭转市场对高估值与持续亏损的谨慎情绪。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
