SpaceX股价上市以来首度下跌,值重新落后于亚马逊,市场人士称或逢低吸纳

环球市场播报
Yesterday

SpaceX股价自创纪录首次公开募股(IPO)以来首次下跌,终结了此前连续三天近50%的涨势。

埃隆·马斯克旗下这家火箭和人工智能公司的股价周三下跌约5%,此前盘中波动剧烈,一度上涨6%,随后转跌。此次下跌使SpaceX市值重新落后于亚马逊,成为全球市值第六大公司,市值约2.5万亿美元。不过,该股目前仍较135美元的IPO价格高出逾42%。

“简而言之,我认为目前这只是市场噪音。如果出现大幅下跌,那就另当别论了,”达拉斯Founder Funds的合伙人兼投资组合经理Michael Monaghan表示,该公司持有SpaceX的股票。“如果股价真的进一步下跌,我们可能会加仓,”他说。

SpaceX股价盘中剧烈波动,部分可归因于流通股较少,这也可能在推高其股价。可供交易的SpaceX股票占比相对较小,上市首日总股本中仅约4.2%可供交易。随着未来几个月限制内部人士出售股票的锁定期到期,可能会给股价带来下行压力。

此次下跌之际,美国股市整体走弱。标普500指数下跌1.2%,以科技股为主的纳斯达克100指数下跌1%。

SpaceX未来几周还可能被纳入指数。纳斯达克修改了规则,允许SpaceX这样的大型公司股票更快被纳入指数,这将迫使跟踪纳斯达克100等指数的基金买入该股。SpaceX在交易满15天后将具备纳入该指数的资格。

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