SpaceX(SPCX)盘前下挫1.78% 星舰火箭重大测试再推迟&市场做空规模维持高位

金吾财讯
Yesterday

金吾财讯 | SpaceX(SPCX)盘前股价下挫,暂报116.13美元,跌幅1.78%。消息面上,媒体披露,由于天气状况不佳,SpaceX 再次将星舰火箭的下一次重大测试推迟至美东时间周五。此次火箭将搭载升级版星链卫星,并将在测试任务的后期于大气层中烧毁。据悉,星舰是SpaceX首席执行官马斯克宏大愿景的核心,包括在太空建立数据中心、扩展星链通信网络,以及将人类送上月球和火星。此外,金融数据分析机构Ortex周四披露的统计数据显示,做空SpaceX的投资者当前账面浮盈高达155亿美元。8月6日,内部人士持有的9.115亿股限售股将解除锁定期,对应市值最高可达1160亿美元,大量股份流入市场。后续还将有多批限售股陆续解禁,市场预计截至12月初,公司可流通股份将从现有6.39亿股大幅扩容至53.3亿股,市场分析认为空头还有继续押注下跌的空间。值得一提的是,SpaceX首席执行官埃隆·马斯克近日曾在社交平台X发文警告:长期重仓做空SpaceX的机构,存活概率极低。但市场做空规模并未因此收缩。还有业内人士分析称,SpaceX估值过高引发空头集中做空,但普通投资者与机构资金对该股关注度极高,且马斯克素有公开对抗空头的过往,押注该股下跌存在巨大风险。

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