9月30日 - ** 麦格理维持对SpaceX的“跑赢大盘”评级 SPCX.O
** 理由包括与Anthropic公司 (link) 达成的扩展协议，以及“星舰”火箭部分成功的轨道飞行任务 (link)
** SpaceX股价上涨1.8%，至152.01
** 路透获得的 Anthropic首次 公开募股（IPO）招股说明书 (link) 显示， 该公司已披露与埃隆·马斯克旗下的xAI达成的协议 ，这些协议可能导致截至2029年累计投入高达845亿美元用于计算能力，且大部分协议只需提前90天通知即可取消
** 该公告凸显了市场对该公司计算基础设施的强劲需求，并支撑其激进的扩张计划——券商表示
** 麦格理表示，尽管“星舰”火箭本周早些时候因发动机故障导致任务提前结束，但其成功进入轨道飞行表明SPCX正逐步接近商业运营
** 麦格理指出，SPCX将火箭运营、Starlink卫星和人工智能基础设施相结合，有望推动其各业务板块的增长
** 算上本交易日的涨幅，该股较6月135美元的IPO发行价已上涨逾12%
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