SPCX
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历史观点（12 条，最新在上）
- English · 原文@beauty_oe ニュースが発表された時、誰がすぐに恩恵を受けるのかを考えるようにしているんです。 $SPCXによるMeshの買収後、初期のスタートアップと協業してきた実績を考えると $SIVE が恩恵を受けそうだなと思いました。 フォロワー2万人達成、おめでとうございます！中文 · 翻译原推为中文，无需翻译
- English · 原文Wow, $SPCX is now down over $583B in MC... Since Jim Cramer gave a bullish call at $210. Pretty amazing to witness tbh. Inverse Cramer would have returned ~21% in 3 trading days, outperforming a year in your largest indexes? https://t.co/IhNtFAH99s中文 · 翻译哇，$SPCX 现在市值已经蒸发超过 $5830 亿…… 自从 Jim Cramer 在 $210 喊多之后。亲眼看着还挺震撼的。 反向 Cramer 策略的话，三个交易日就能赚大约 21%，比你们那些大盘指数一年的表现都强吧？https://t.co/IhNtFAH99s
- English · 原文I think Jim Cramer’s law needs to be studied in history books. Even $SPCX can’t withstand his blessing. https://t.co/8Hr7898NmA中文 · 翻译我觉得吉姆·克莱默的定律该被写进历史教科书。 就连 $SPCX 都扛不住他的祝福。 https://t.co/8Hr7898NmA
- English · 原文Jim Cramer gave $SPCX his blessing. https://t.co/DSbyBt9f0D中文 · 翻译Jim Cramer 给 $SPCX 点了赞。https://t.co/DSbyBt9f0D
- English · 原文@88magalhaes Lmfao actually $SPCX uses $NBIS now. Did not think of that angle. Don’t think it’s anything newly material though for Nebius, just a fun connection.中文 · 翻译@88magalhaes 哈哈，实际上 $SPCX 现在用的是 $NBIS。之前没想到这个角度。 不过也不觉得这对 Nebius 有什么新的实质性影响，就是个有趣的关联。
- English · 原文Woah, $SPCX acquired Cursor for $60B. I did not think it was worth that much… Maybe network effect or data for improving models became invaluable? I’m sure Elon has a plan in mind, the Twitter acquisition paid extreme dividends. https://t.co/FoZ1wb6DI9中文 · 翻译哇，$SPCX 用 600 亿美元收购了 Cursor。 我真没想到它值这么多钱…… 也许是网络效应，或者是用来改进模型的数据变得无价了？ 我敢肯定 Elon 心里有计划，收购 Twitter 带来了巨大的回报。https://t.co/FoZ1wb6DI9
- English · 原文Apparently, $SPCX is a $2.5T company now. I did say Americans would buy anything futuristic without caring about valuations... I guess everything in Murica go brrr. https://t.co/QAKU0D9EIH中文 · 翻译看起来 $SPCX 现在已经是 2.5 万亿市值的公司了。 我确实说过，美国人会无脑买入任何带有未来感的东西，根本不在乎估值…… 看来在美国，啥都能涨上天。https://t.co/QAKU0D9EIH
- English · 原文Yep, very stupid to be a bear. When Trump is doing everything to boost markets before Midterms. On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration. $LITE optical basket should go brrr from InP easing. $SPCX successful IPO gives more appetite to risk on themes/IPOs (eg. Space sector). And overall macro go brr from War/Strait peace deals. It’s already kind of showing, since 2026 rate hike odds also crashed from 65% -> 35% following the news. Along with crude futures dropping. I've actually found Europe to be the most price sensitive to Iran tensions, so EU markets would probably be the most bullish overall… (South Korea/TW was originally with Sk Hynix moving directly in correlation to crude oil futures, but stopped caring after awhile). But basically: Murica go brrrr.中文 · 翻译没错，这时候做空真的很蠢。 特朗普在中选前拼了命地拉抬市场。 更别说，你那个 $WOLF 功率半导体组合，在 800V 直流快充加速的推动下，应该要直接起飞了。 $LITE 的光学组合，有了 InP 技术的放宽限制，也该跟着飞。 $SPCX 成功上市，让市场对主题/IPO（比如航天板块）的风险偏好更强了。 宏观层面更是因为战争/台海和平协议而狂欢。 迹象已经很明显了——2026 年加息的概率预期，消息一出直接从 65% 暴跌到 35%。原油期货也在跌。 我反而发现，欧洲对伊朗局势的价格变化最敏感，所以欧股整体上可能是最牛的…… （韩国/台湾那边，之前 SK 海力士的走势跟原油期货直接挂钩，但后来慢慢就不跟着走了。） 但说到底：美利坚，冲就完事了。
- English · 原文This is gonna upset a lot of people: But TA is astrology for traders. It's confirmation bias + trading human psychology about entries. Kinda like how people frontran $SPCE from $SPCX IPO expecting retail to mess up tickers by trading psychology. $SIVE didn't go up 1900% because of the golden cross space comet firebreathing dragon candle that someone is trying to sell for $499. It's because markets are pricing in future revenue from $JBL, $GFS that got announced. $AXTI didn't go up 8000% because the golden waterfall candle alert sounded back at $8. it's because of InP substrate, game theory on ASP hikes, export controls, photonics demand, and others. If you want to figure out psychologically what other regards are believing, you use TA. But for determining the actual upside... nah People have been drawing $120+ TAs on $IREN for the past idk how many months none of that crap matters when there's a $6B ATM that needs to be bought through first. It's by theme (eg. $LITE to $AAOI relations), any news catalysts that affect forward revenue, projections, macro news, earnings, float dynamics, and so on. Then you can just derive what MC that company should be at. So for entry points, sure you can use TA. For determining where the stock heads, just throw the tyrannosaurs rex omega-green candle indicator out the window.中文 · 翻译这话估计会让很多人不爽： 但说白了，技术分析就是交易员的占星术。 它不过是对进场点的确认偏差 + 交易心理学。 就像当初有人提前埋伏 $SPCE 的 $SPCX IPO，指望着散户因为交易心理搞错股票代码一样。 $SIVE 涨了 1900%，可不是因为有人拿什么“黄金交叉太空彗星喷火龙蜡烛图”忽悠你花 499 美元买的那个东西。 它涨是因为市场在定价 $JBL、$GFS 宣布的未来营收。 $AXTI 涨了 8000%，也不是因为什么金色瀑布蜡烛图警报在 8 块钱时响起来了。 它涨是因为 InP 衬底、ASP 提价博弈、出口管制、光子学需求等等等等。 如果你想摸清其他韭菜心里在想什么，那用技术分析还行。 但要是为了判断真正的上涨空间……拉倒吧。 过去不知道多少个月人们一直给 $IREN 画 $120+ 的技术分析，但那些狗屁都没用，当你有 60 亿美元的 ATM 要先消化完。 它靠的是主题（比如 $LITE 到 $AAOI 的关系），任何影响未来营收的新闻催化剂、预期、宏观消息、财报、流通盘动态等等。 然后你就能推导出这家公司市值该是多少。 所以，进场点嘛，你可以用 TA。 但要判断股票往哪走，就把那些霸王龙欧米茄绿蜡烛指标扔窗外吧。
- English · 原文$SPCX is now trading! And it’s now over $2.15T+ MC. https://t.co/HLQ8ZkbBvi中文 · 翻译$SPCX 现在开始交易了！ 而且市值已经超过 2.15 万亿美元。https://t.co/HLQ8ZkbBvi
- English · 原文All the $SNDK short sellers went extinct. Can’t believe it’s almost $2000 now? That aside feels like everyone is just waiting for the $SPCX IPO in a few hours. https://t.co/EahzuEy1KE中文 · 翻译所有做空 $SNDK 的人都绝迹了。 真不敢相信现在都快 $2000 了？ 话说回来，感觉所有人都在等几个小时后 $SPCX 的 IPO。https://t.co/EahzuEy1KE
- English · 原文Woah, Frankfurt Bank strategists say: 8% of US current-account deficit could be refinanced in a single day by overseas demand for SpaceX ( $SPCX ) shares. Excited to see how markets react around a Mega-IPO... Don't think there's been any historical precedence like this yet? https://t.co/W2apWN6QG4中文 · 翻译哇，法兰克福银行的策略师说： 美国经常账户赤字的 8%，光靠海外对 SpaceX（$SPCX）股票的需求，一天之内就能重新融资。 很期待看到市场对这样一个超级 IPO 会有什么反应…… 历史上好像还没有过这种先例吧？https://t.co/W2apWN6QG4