大摩:星舰下一次试飞或成SpaceX重要催化

格隆汇
Oct 13
摩根士丹利分析师Adam Jonas表示,SpaceX即将进行的星舰第15次试飞,可能成为推动火箭完全重复使用的重要一步,并为公司卫星通信及人工智能业务拓展提供支撑。此次任务可能尝试利用发射塔机械臂捕获返回的星舰飞船;若取得进展,有望降低发射成本、加快星链扩张。 大摩维持SpaceX“增持”评级及300美元目标价,同时提示试飞技术故障、研发延误及基础设施支出上升等风险。

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