美东时间14:45——摩根士丹利分析师在一份报告中指出，倘若SpaceX股价真的跌至100美元——正如许多投资者所预期的那样——那将缔造出一个极具吸引力的买入契机。目前，SpaceX每股报价113美元，自其上市首日收盘价以来，已累计下挫约30%。
分析师们表示：“当股价低于120美元时，我们相信投资者为核心太空与连接业务支付的价格是合理的倍数，而公司的人工智能机遇几乎未被赋予任何价值。”他们进一步指出，一旦股价滑落至100美元，“投资者将能以折扣价获取一个占据主导市场份额的太空与连接业务——该业务今年增速接近50%，EBITDA利润率高达40%——而所有的人工智能选择权（无论是轨道领域还是地面领域）几乎等同于免费附赠。”
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.