المنشور

#财报观察员：空头回补成焦点，SpaceX后续怎么看？ $SPCX is moving way cleaner than I expected. The Falcon 9 order cutoff is the new short-term catalyst. The market is reading it as SpaceX cutting lower-margin work and pushing more resources into Starship. That narrative is pulling fresh buyers in. Then there’s the squeeze. After that 15.8% jump, shorts clearly haven’t disappeared. Every small push higher can force another round of covering. The unlock didn’t create the dump everyone feared, so now those shorts are becoming fuel. Brokerage upgrades are adding more heat too. Argus and JPM targets keep circulating, and dip buyers are still willing to step in. Lowkey, this is why the rebound feels different. New catalyst + trapped shorts + bullish reports = a pretty clean momentum setup. $SPCX