【美国银行重申对 SpaceX 的买入评级】美国银行证券在 SpaceX 第二季度业绩超出预期后,重申其买入评级和 235 美元的目标价。 该机构表示,收入和盈利能力超出预期,而管理层强化了其长期增长展望,包括到 2026 年 12 月实现 1000 亿美元的收入年化率,以及到 2030 年实现 1 万亿美元的收入目标。 尽管对更高的资本支出以及 AI/Starlink 变现的担忧依然存在,美国银行仍看好 SpaceX 的竞争地位,并上调了其预测。
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