Dan Ives看多SpaceX：Starlink全球宽带市占率不足1%意味着巨大增长空间
Dan Ives reiterates his SpaceX bull case framing it as a 'demand flywheel' ahead of Nasdaq passive inflows, while Wall Street veteran Roger Altman raises concerns about the difficulty of valuing the stock — adding a new skeptical voice and the Nasdaq inclusion angle to the existing Ives bullish thesis.
发展时间线
- 7月2日
Wedbush analyst Dan Ives highlights that Starlink has captured less than 1% of the global broadband market, using this data point as the core underpinning of his bullish SpaceX thesis. This is a new analyst commentary piece providing a specific market penetration metric to support a SpaceX bull case.
- 7月2日
Dan Ives reiterates his SpaceX bull case framing it as a 'demand flywheel' ahead of Nasdaq passive inflows, while Wall Street veteran Roger Altman raises concerns about the difficulty of valuing the stock — adding a new skeptical voice and the Nasdaq inclusion angle to the existing Ives bullish thesis.
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