美股异动丨SpaceX盘前涨超1%,在纳斯达克100指数权重翻倍+大摩看高至300美元

格隆汇
2 hours ago
SpaceX(SPCX.US)盘前涨超1%,报154.32美元。消息面上,纳斯达克100指数季度再平衡将于今日生效,届时SpaceX的权重将升至2.82%,较目前约1.28%大幅提高。成分股权重调整后,追踪该基准指数的被动型基金必须相应调整其持股。目前全球有超过200项投资产品追踪纳斯达克100指数,管理资产总额逾8000亿美元。 摩根士丹利研报指,随着大型语言模型或接近潜在极限,该行预期市场焦点将转向AI在实体世界等渗透不足领域的应用,SpaceX和特斯拉或更可能共同把握实体AI机遇。该行维持SpaceX“增持”评级及目标价300美元。(格隆汇)

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