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山寨超市绿油油
XSPC开启一轮暴力拉升，该ETF核心重仓SpaceX，标的直接受益商业航天叙事重新发酵。前期经历一轮回调消化利空，市场把解禁、资本开支等担忧充分计价之后，资金重新回流航天赛道。星链业务现金流预期改善、火箭发射业务景气度上行，带动权重标的走强，进一步拉动ETF净值快速抬升，属于利空出尽后的资金回补行情。#特斯拉SpaceX投建168亿美元AI芯片厂 #存储股财报后下挫，AI内存牛市还稳吗？ #财报观察员：解禁后反涨，SpaceX后续怎么看？ $SPCX
Snapshot at 08 Aug 2026, 07:05
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