SpaceX跌破IPO价，市场在投票说定价错了
本期概要
SpaceX正式跌破IPO发行价，三重利空同日引爆——但国防部AI大单可能改写剧本。今天119就是多空分水岭。 开盘第一小时盯量能变化，守住119是第一个值得观察的信号。
这期读了哪些新闻
SpaceX Targets New Date For Starship Test Flight 13 After Engine Troubles
SpaceX因发动机问题推迟星舰第13次测试飞行至周四，对市场影响有限。
Short bets on US stocks reach record high despite market gains
美股空头头寸升至历史新高，尽管市场持续上涨，投资者对AI驱动反弹的持续性存在明显担忧。
Short Bets Against US Equities Hit Record as AI Risks Mount
彭博报道美股空头押注创历史新高，AI风险担忧加剧，叠加美伊军事冲突升级，市场情绪趋于谨慎。
Prediction: This Is Where SpaceX Stock Will Finish 2026
SpaceX相关股票估值偏高且近期表现疲软，分析师预测2026年底前股价走势承压。
SpaceX Slides Below IPO Price, Erasing Over $1 Trillion in Value
SpaceX股价跌破IPO价格，市值蒸发逾1万亿美元，Starship发射延迟及估值担忧是主要压力来源。
SpaceX Stock Selloff: ‘Don’t Even Think About Bottom-Fishing,’ Expert Says
前对冲基金经理惠特尼·蒂尔森警告SpaceX股价即使跌破IPO价格仍被高估，建议投资者不要抄底，短期情绪偏空。
SpaceX Has Lost $1.4 Trillion in Market Value. A Defense Department Deal Would Help.
SpaceX正与美国国防部洽谈出售AI计算能力，若达成协议将有助于缓解其市值蒸发1.4万亿美元的压力，提振投资者信心。
SpaceX sets date for maiden earnings report: Why August 4 is make-or-break
SpaceX宣布将于2026年8月4日发布首份季度财报，这是其作为上市公司的重要里程碑，市场将密切关注。
这期推进了哪些主线
马斯克否认SpaceX与富士康520亿美元AI服务器交易，戴尔超微电脑盘前上涨
SpaceX is reportedly in talks with the Department of Defense for a multibillion-dollar AI infrastructure deal, adding a new government customer angle that extends the existing thread about SpaceX's AI computing ambitions beyond the previously reported Google/Anthropic partnerships.
[深度拆解]Elon Musk denied reports of a $52 billion AI server deal between SpaceX and Foxconn, which caused Dell and Super Micro Computer stocks to rise premarket. Beyond the denial, new details emerged showing SpaceX is building a major AI compute business by renting capacity to Google and Anthropic, and is in talks with the Pentagon for a multibillion-dollar AI computing contract — painting a picture of SpaceX as a serious player in the AI infrastructure space.
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