27美分悬命，SpaceX今天135守不守得住
本期概要
SpaceX离跌破IPO发行价只剩27美分，今天Starship第13次飞行能否扭转叙事？ 解禁抛压未至、期权定价异常平静——今天135这条线就是多空生死线。
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
Amazon to launch S.Africa satellite internet as Starlink awaits licence
亚马逊宣布在南非推出卫星互联网服务，与马斯克的星链竞争，进一步扩大Amazon Leo的全球市场布局，对AMZN具有积极意义。
SpaceX sinks below IPO price as the wheels come off its post-listing rally
SpaceX股价周三跌破IPO发行价，上市后的涨势持续消退，市场情绪明显走弱。
SpaceX shares fall below IPO price for first time
SpaceX股价首次跌破135美元IPO发行价，上市后的强劲涨势已全面回落。
SpaceX stock defies latest Wall Street forecasts
SpaceX上市一个月后股价跌至历史低点约139美元，低于开盘价，尽管Starship事故调查已获通过，市场表现仍逊于华尔街预期。
SpaceX slips below its $135 IPO price ahead of Starship launch
SpaceX股价跌破135美元IPO发行价，市场对马斯克上市前后承诺的热情逐渐降温，投资者情绪趋于理性。
SpaceX stock falls below IPO price for the first time
SpaceX股价首次跌破IPO价格，较峰值下跌约34%，市值从逾2.6万亿美元缩水至约1.75万亿美元，市场信心明显受挫。
SpaceX Sinks Below IPO Price Before Insider Selling Even Begins
SpaceX股价跌破135美元IPO发行价，且内部人士抛售尚未开始，市场情绪偏空，短期下行压力较大。
Dear SpaceX Stock Fans, Mark Your Calendars for July 16
SpaceX Starship第13次飞行定于7月16日，可能成为SpaceX股票的重要催化剂，商业进展备受投资者关注。
这期推进了哪些主线
SpaceX星舰第13次飞行测试计划7月16日进行，将部署功能性星链卫星
The delay is now confirmed to be caused specifically by a Raptor 3 engine abort, and SPCX stock has slid toward its 52-week low as a result — adding a concrete technical cause and a new negative stock price milestone to the existing thread.
[重点解析]The episode covered SpaceX's upcoming Starship Flight 13, planned for as early as July 16, highlighting the FAA's closure of the Flight 12 accident investigation as the final regulatory hurdle cleared. Key details discussed included the deployment of functioning Starlink satellites for the first time and higher pressure testing conditions, framed both as a technical milestone and a potential investor catalyst for SPCX.
奥特曼指控马斯克用太空数据中心概念炒作欺骗投资者，SPCX股价逼近52周低点
This article adds a new analyst perspective on SpaceX's orbital AI compute satellite ambitions, framing the 2028 launch plan as speculative while recommending investors focus on proven launch and Starlink businesses. It extends the space-datacenter/AI hype narrative with a concrete investment thesis angle.
[深度拆解]The episode discussed mounting pressure on SPCX stock, which has broken below its $135 IPO price and hit a 52-week low amid Sam Altman's accusations that Elon Musk used space-datacenter hype to mislead investors, insider selling concerns, and broader growth stock rotation. The segment also touched on stress being placed on leveraged and inverse SpaceX ETFs, with markets eyeing Thursday's Starship launch as a potential near-term bounce catalyst.
每天一条 SPCX 判断，先你一步
新闻感知、regime、涨跌归因——每天收盘后一条，免费。
本内容仅供教育和信息目的，不构成投资建议。