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FollowingSpaceX 股价在历史性星舰轨道成就后下跌 3%
核心要点
- SpaceX（SPCX）周一收盘价报 145.47 美元，尽管取得历史性成就，股价仍下跌 3%。
- 该公司第 14 次星舰测试成功进入轨道，并释放了 26 颗新一代星链卫星。
- 上升阶段上级发动机发生故障，导致任务时长缩短。
- TD Cowen 启动分析师覆盖，给予买入评级及 200 美元的目标价，重点强调人工智能计算租赁业务的扩张。
- 约 76% 的华尔街分析师推荐购买 SpaceX 股票，显著高于标普 500 指数的基准水平。
历史性的轨道突破与市场反应
SpaceX（SPCX）周一交易收于 145.47 美元，录得 3% 的跌幅。这一下跌发生在该公司凭借“星舰”运载火箭首次成功实现轨道入轨之后。此次第 14 次测试任务是可重复使用发射系统的关键里程碑。飞行任务成功将 26 颗先进的第三代星链卫星送入指定轨道。
In previous starship attempts, the speed required to enter orbit was repeatedly failed. During this flight, the spacecraft maintained sufficient altitude (altitude/speed) and completed the satellite deployment operation. However, during the ascent phase, one of the engines in the upper part of the spacecraft failed. Despite the anomalies, the engineers continued to execute the mission trajectory, but the mission duration was shorter than originally planned.
Shortly after the launch began, SpaceX shares climbed to an intraday high of $150.80. But as mid-morning approached, the gains quickly evaporated and the stock price turned lower and continued to decline before the close. Financial markets have previously incorporated expectations of successful tests into current valuations. The shortening of task times provides some market participants with a reason to take profits. At the same time, the S & P 500 and Dow Jones Industrial Average also fell about 1% each on the same trading day, while SpaceX performed weaker than the two major indexes.
AI revenue becomes the focus of analysts
SpaceX continues to dominate the global commercial launch market. The agency carried out 165 Falcon 9 missions in 2025 and expects to maintain a similar launch frequency this year. CEO Elon Musk said via social media that it will still take two to three years to achieve the frequency of starship launches every hour. If this operating pace can be achieved, SpaceX will gain a huge cost advantage over ground data center infrastructure.
TD Cowen 于周一启动了对 SpaceX 股票的分析师覆盖，给予买入评级及 200 美元的目标估值。这家投资银行强调，基于地面的 AI 计算租赁业务是该公司增长最快的收入类别。包括谷歌和 Anthropic 在内的科技公司目前正利用这一租赁平台。TD Cowen 预测，到 2027 年第一季度，AI 计算租赁将成为 SpaceX 总收入的主要组成部分。
在过去十二个月中，SpaceX 实现了 230 亿美元的总收入。华尔街分析师预计，其 2026 财年的营收将增长 144%。TD Cowen 的乐观立场与其他研究机构一致。CLSA 同样于周一启动覆盖，给予买入评级及 250 美元的目标价。此外，伯恩斯坦、法国兴业银行（SocGen）等投行也在近几周表达了类似的 enthusiasm，预测星链互联网连接部门到 2031 年每年将产生约 640 亿美元的收入。瑞穗维持了其跑赢大盘的评级，强调 SpaceX 的定价竞争优势。威廉布莱尔（William Blair）和 Clear Street 也在星舰轨道测试后维持了积极展望。
强劲的分析师支持
SpaceX 股票在华尔街获得了极强的分析师支持。约 76% 的覆盖分析师给出买入或等效评级，远高于标普 500 成分股典型的 55% 至 60% 区间。SpaceX 股票的共识分析师目标价约为 224 美元，相较于周一的收盘价，显示出巨大的上涨潜力。
