跌了40%有人喊买入价，$136今天守不守得住
# 跌了40%有人喊买入价，$136今天守不守得住 四周跌掉40%，昨天收盘离IPO发行价就剩一块钱。但有意思的是——就在昨天，有分析师公开喊出了他的买入价位。
本期概要
四周跌掉40%，离IPO破发只剩一块钱——今天$136是多空生死线，守住看140反弹，破掉可能直奔128。 有分析师公开喊出买入价位，AI超级周期的钱能不能在这个位置托住情绪？
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 Shares Are Crashing. Here’s the Price I’ll Start Buying.
SpaceX股价从IPO后高点暴跌近40%，且即将到来的锁定期解禁可能带来大量抛压，短期下行风险显著。
Exclusive-Data center firm Switch taps banks for IPO that could value it up to $80 billion, sources say
数据中心运营商Switch计划IPO估值高达800亿美元，反映AI基础设施投资热潮持续，对相关科技股形成正面情绪。
Meta expands Louisiana data center to 5GW in new AI push
Meta宣布将路易斯安那州数据中心扩展至5GW算力，显示其在AI基础设施上的大规模投入，对META股票具有积极信号，同时也利好相关AI芯片和数据中心供应商。
Wall Street banks see AI 'super cycle' set to boost deals, financing
华尔街各大银行确认AI'超级周期'正在推动交易和融资活动，SpaceX创纪录860亿美元IPO和SK海力士ADR发行等大型交易为投行带来丰厚收益，AI基础设施投资热潮持续利好科技板块。
SpaceX (SPCX): The Best Growth Stock With Highest Upside Potential
Rocket One宣布接入SpaceXAI API，SpaceX被列为最具上涨潜力的成长股之一，AI技术整合加速有助于提升市场对SpaceX的估值预期。
SpaceX Stock Crash Wipes $500 Billion From Musk’s Fortune: Can It Rebound?
SpaceX股价从峰值下跌38%，马斯克个人财富蒸发5000亿美元，但分析师仍看好反弹前景，市场情绪偏负面但存在修复预期。
T-Mobile Will Survive Threat from SpaceX’s Starlink and Is Best Bet in Wireless
SpaceX IPO后股价回落，Starlink竞争压力导致T-Mobile、Verizon、AT&T及有线电视公司股价普遍下跌，电信板块面临结构性竞争威胁。
SpaceX Fizzles to Close $1 Above IPO Price Weeks After Debut
SpaceX股价在IPO后数日内跌至接近发行价，市场情绪疲软，新股表现不佳引发投资者关注。
这期推进了哪些主线
SpaceX IPO招股书披露上季度AI投入77亿美元，亏损扩大引发盈利担忧
This article introduces a direct comparison between SpaceX and BWX Technologies, highlighting SpaceX's $4.9B net loss and negative free cash flow against BWX's steady 10%+ margins and positive cash generation. It adds a concrete peer-comparison framing to the existing SpaceX financials/profitability narrative.
[深度拆解]The episode covered SpaceX's IPO in depth, detailing how its prospectus revealed $7.7 billion in AI spending last quarter that widened losses, and tracking the stock's subsequent 35% decline from its post-IPO peak to near its IPO price. Analysis included comparisons to Amazon's early growth trajectory, governance concerns, a $25B bond offering, and commentary from prominent bears like Peter Schiff warning the selloff could signal the end of the broader AI boom.
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本内容仅供教育和信息目的，不构成投资建议。