250亿空头赌命，SpaceX今天132守不守
# 250亿空头赌命，SpaceX今天132守不守 空头押了250亿美元做空 SpaceX，占浮动股32%。马斯克昨天公开说这些人活不了——然后股价直接涨了3.3%。
本期概要
250亿美元空头仓位遇上首次财报日期确认——今天132是逼空启动线还是多头陷阱？ Jamie Dimon罕见背书太空AI计划，估值框架可能正在改变。
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
Jamie Dimon throws caution on the AI frenzy but sees promise in space data centers
摩根大通CEO戴蒙对AI投资热潮持谨慎态度，但对SpaceX将数据中心部署至太空的计划表示一定认可，市场影响偏中性。
SpaceX (NasdaqGS:SPCX) Gets A Rare Nod From Jamie Dimon On Orbital AI
摩根大通CEO戴蒙公开认可SpaceX轨道AI数据中心概念，成为首位对该计划表态积极的全球主要银行领袖，但同时指出执行和监管风险。
FCC Eyes Wi-Fi and Bluetooth Bands for Satellites
FCC考虑开放Wi-Fi和蓝牙频段用于卫星直连通信，若获批将为SpaceX等卫星互联网企业带来新的频谱资源和商业机会。
SpaceX Stock Snaps Losing Streak After Company Sets Inaugural Earnings Date
SpaceX宣布首次财报日期后股价止跌回升，市场对公司基本面透明度提升持积极态度。
AI Spending, Inflation, and 3 More Reasons Why Tech Is Hurting
科技板块因AI资本支出激增、通胀压力等五大因素持续承压，科技股整体面临下行风险。
Elon Musk Says the Short Sellers Betting Against SpaceX Have a "Very Low" Survival Probability. Their Bets Now Equal 32% of the Float.
马斯克警告做空SpaceX的空头生存概率极低，但SpaceX为私人公司，对特斯拉等上市股票的直接市场影响有限。
SpaceX Makes History…As One Of The Worst IPOs In Years
SpaceX IPO表现不佳，被评为近年来最差IPO之一，加之锁定期到期临近，可能带来抛售压力，对马斯克旗下资产情绪造成负面影响。
Why SMCI Stock Rocketed Over 25% After-Hours — A $60B Backlog Has Retail Buzzing
超微电脑（SMCI）报告超600亿美元新订单，积压订单创历史新高，盘后股价大涨逾25%，显示AI服务器需求强劲。
这期推进了哪些主线
SpaceX内部人员锁定期2027年6月到期，市场供应压力引发关注
This article explicitly labels SpaceX's IPO as one of the worst in recent years, adding a negative performance assessment and connecting it to the looming lockup expiration pressure already tracked in Thread #1048. It introduces a reputational/performance framing angle on top of the existing supply-side lockup narrative.
[重点解析]SpaceX shares have hit their lowest price since the IPO after seven straight down days, now nearly 50% off their record high, with up to $116 billion in shares set to unlock next month in one of the largest such events in capital markets history. The IPO has been labeled one of the worst in recent years, with the looming lockup expiration adding significant supply-side pressure to an already struggling stock.
SpaceX定于2026年8月4日发布首份季度财报，市场高度关注上市后盈利表现
Following the announcement of SpaceX's inaugural earnings date, shares rose on Tuesday, snapping a recent losing streak. This adds a market reaction/price action dimension to the existing thread tracking the earnings date announcement.
[简要提及]SpaceX officially announced August 4, 2026 as the date for its first-ever quarterly earnings release as a public company, with a management webcast scheduled for 4:30 p.m. ET. The announcement provided a boost to shares, which rose on Tuesday and snapped a recent losing streak.
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