250亿空头围猎SpaceX，115今天守不守
# 250亿空头围猎SpaceX，115今天守不守 250亿美元。这是华尔街有史以来对一只新上市股票最大规模的做空押注——目标就是 SpaceX。
本期概要
期权波动率飙到93百分位，做市商被动追涨杀跌——250亿空头围猎下，115美元今天能不能守住？ 星舰发射窗口重开，但一次成功够不够逼退史上最大IPO空头仓位？
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 reschedules Starship launch to tonight, while ceasing Falcon rocket orders
SpaceX星舰发射因点火故障推迟，同时停止接受猎鹰火箭订单，公司股价已跌破IPO价格，运营不确定性上升。
Elon Musk Warns Short Sellers as $25 Billion Bet Builds Against SpaceX Ahead of Earnings
SpaceX上市后成为华尔街史上被做空最多的新上市股票，250亿美元空头押注持续积累，市场对其估值高度存疑。
Alphabet: No FCF Pain, No Compute/Advertising Gain; SpaceX Gains Create Noise
Alphabet Q2 FCF因AI资本支出下降，但云业务积压订单强劲、资产负债表健康，分析师目标价上调至431.70美元，长期前景看好。
Trillionaire No More. SpaceX Collapse Loses Elon Musk $600 Billion in One Month
SpaceX上市后一个月内股价大幅下跌，导致马斯克财富缩水约6000亿美元，IPO后高估值压缩引发市场警示。
The Vanguard Total Stock Market ETF (VTI) Now Holds 18,738,438 Shares of SpaceX Stock. Here's What That Means for Investors.
Vanguard旗下ETF在SpaceX上市后迅速建仓，对特斯拉市场影响有限，主要反映机构对私转公科技公司的配置动向。
Trump Jr.'s Investment Firm Posts 200% Returns, Helped by Polymarket's Meteoric Rise
特朗普之子投资公司凭借早期押注Polymarket获得约200%回报，与主要科技股关联性有限，市场影响较小。
Musk Touted Data Centers in Space to SpaceX IPO Investors. Peter Zeihan Calls the Idea 'So Many Levels of Dumb'
地缘政治分析师质疑SpaceX轨道数据中心计划的可行性，可能对SpaceX IPO估值预期产生负面影响，但对上市公司直接影响有限。
China is using the steel playbook on AI — and America’s tech billionaires are standing in the blast zone
中国在AI领域复制钢铁倾销策略，可能对美国科技巨头构成竞争威胁，分析师Scott Galloway警告美国科技亿万富翁面临冲击。
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
Geopolitical analyst Peter Zeihan publicly challenges the physics and feasibility of SpaceX's orbital data center pitch, arguing a one-gigawatt orbital facility is impractical — adding a prominent skeptical voice that contrasts with JPMorgan CEO Dimon's recent endorsement of the same concept.
[重点解析]The episode covered the swirling SpaceX AI infrastructure story, noting Musk's denial of a $52B Foxconn deal while highlighting new developments including reported DoD talks, JPMorgan CEO Jamie Dimon's endorsement of the orbital data center concept, and geopolitical analyst Peter Zeihan's skepticism about the physical feasibility of a one-gigawatt orbital facility. The segment contrasted bullish Wall Street voices with technical critics, framing SpaceX's AI ambitions as both expansive and contested.
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