三把刀同时插进SpaceX，$135保卫战倒计时
# 三把刀同时插进SpaceX，$135保卫战倒计时 SpaceX今天跌了4.24%——大盘只跌了不到1%。不是一个原因，是三把刀同时插进来：中国火箭突破、油价冲破80美元、华尔街大佬喊你是接盘侠。
本期概要
SpaceX单日跌4.24%跑输大盘三倍——中国火箭突破、油价冲破80、华尔街喊你接盘，三重利空同时引爆。 期权市场给出明确信号：波动率还在涨，做市商在放大跌幅，IPO发行价135美元本周可能被测试。
完整解读
上方视频是 T哥 对这期的完整拆解。在 YouTube 上观看 →
这期读了哪些新闻
SpaceX and AST SpaceMobile Fall 5%, Rocket Lab Sheds 4% as China Rocket Milestone and Oil Spike Hit Space Stocks
中国火箭技术取得突破性进展，叠加油价上涨压力，美国航天股普遍下跌，SpaceX和AST SpaceMobile跌幅达5%。
SpaceX stock slides toward $135 IPO price after Nasdaq debut
SpaceX股价从IPO首日高点150美元下跌约7%，逼近135美元IPO发行价，市场情绪明显降温，IPO后蜜月期结束。
Mark Yusko compares SpaceX's $2 trillion valuation to Dogecoin, warns lockup expiry could trigger deeper selloff
Mark Yusko警告SpaceX 2万亿美元估值虚高，并指出锁定期到期后可能引发更深度抛售，对SpaceX股价构成显著下行风险。
Hedge fund manager calls SpaceX equivalent of Dogecoin, says investors are Musk's exit liquidity
知名对冲基金经理将SpaceX比作Dogecoin，警告散户投资者可能成为马斯克的退出流动性，对SpaceX估值构成负面舆论压力。
SK hynix’s IPO Is Unraveling Faster Than SpaceX’s. Time to Buy In?
SpaceX与SK海力士IPO均快速回吐涨幅，显示当前市场对高估值新股的消化能力有限，整体IPO市场情绪偏谨慎。
SpaceX Stock Drops Below $140 for the First Time
SpaceX股价首次跌破140美元，IPO后持续下行压力加大，投资者信心受挫，短期走势偏空。
SpaceX (SPCX) Stock Looks Overvalued Even After The 10% Pullback
SpaceX股票在IPO后热情消退，估值仍偏高，分析师对其重度支出和亏损表示担忧，短期内股价承压。
US Stocks Fall as Iran Blockade Restarts; Oil Surges Above $80
特朗普重启对伊朗船只过境霍尔木兹海峡的封锁，油价突破80美元，美股全面下跌，地缘政治风险显著上升。
这期推进了哪些主线
美伊紧张局势推升油价，道指期货下跌，英伟达美光等科技股接近买入点
Iran attacks have now killed three U.S. servicemembers, marking a direct escalation in the US-Iran conflict that previously only lifted oil prices and pressured chip stocks. This update adds a new casualty dimension to the geopolitical story while also flagging Google, Tesla, Intel, and GE Vernova earnings as the week's key market catalysts.
[深度拆解]The episode covered escalating US-Iran tensions driving oil prices higher and pressuring equity markets, with specific attention to tech stocks like Nvidia, Micron, and SK Hynix near buy points or selling off sharply. The narrative evolved from initial military exchanges to Trump's formal reinstatement of the Hormuz blockade, pushing oil above $80 and triggering broad market declines ahead of key earnings.
特朗普重启霍尔木兹海峡封锁，油价突破80美元，美股全面下跌
This is an end-of-day market wrap for the same Friday session already tracked in Thread #1494, confirming Dow and Nasdaq closed lower as oil prices rose and Netflix tumbled on soft guidance. No materially new information beyond what was captured in the intraday update.
[重点解析]The episode highlighted Trump's reinstatement of the US blockade on Iranian ships through the Strait of Hormuz as a major geopolitical escalation, with oil surging past $80 and causing a broad US stock selloff. Tech names including Micron, Sandisk, SK Hynix, and SpaceX were specifically cited as hard-hit by the resulting market turmoil.
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本内容仅供教育和信息目的，不构成投资建议。