美股异动丨SpaceX盘初涨超5%触及7月初高位,里昂看好其成英伟达最大客户

格隆汇
Oct 05
SpaceX(SPCX.US)盘初涨幅扩大至超5%,股价触及7月初以来最高水平。消息面上,里昂发表研究报告指,英伟达需求覆盖范围大于市场所想,SpaceX安装量急增,并提出2027年底达到10吉瓦的目标;主权AI已占其收入约20%,该行预期SpaceX到2028历年亦将贡献英伟达收入超过20%,料届时取代微软成为最大客户,挑战市场认为公司依赖四大超大规模云端服务商的叙事,并为持续增长注入可信度。

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