المنشور

#财报观察员：空头回补成焦点，SpaceX后续怎么看？ $SPCX isn’t out of the woods just because the first unlock held. The next supply waves are still coming. 320M shares on Aug 20, roughly 700M in September, and another ~700M in October. The unlock process is split into nine stages and runs into 2027. And shorts are still there. More than 250M shares remain short. If insiders start selling into the new supply, shorts get fresh ammo. If sellers fail to show up again, the squeeze can keep going. That’s why I’m not getting too excited about the first 8% reaction. One unlock survived. The next few are a much bigger test. At this price, $SPCX can look cheap or expensive depending on your time horizon. I’m not loading up here. Let the supply settle first. No rush. No panic. Just watching the tape. $SPCX $XSPCX