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王尼颢
$SPCX SPCX收报139.94美元，机构共识“买入”、均值目标价256美元，德银/大摩看至250—300美元，逻辑是AI算力租赁Q4将贡献过半收入。但市销率高达56倍、正常化PE 234倍，Morningstar公允价值仅70美元，当前价已含大量执行溢价。短期动能与估值透支并存，追高性价比有限，宜待星舰试飞落地或回调再评估。
SpaceX 在11月13日的收盘价是否高于138美元？390K vol
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