$SPCE

SPCE 可通过在 6-9 个月内定投的方式逢低买入;常规 Starship 发射及被纳入标普 500 等催化剂支撑 250+ 的目标价。

看涨他说的是几个月内
《While You Slept, SpaceX Did THIS 🚀 & Latest Price Targets》
InvestAnswers发布 2026-10-02 · 8 段内容
1:12:32/ —打开原视频

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8 段内容
72:3274:57

也许上区块链,开始给SpaceX抬轿子。嗯,非常非常,有时候事情发生就是有原因的。它下跌的时候我反而更安心,上涨的时候倒不是,因为就像它刚出来的时候在200多的区间,感觉就像,得了吧,这感觉有点怪,说实话,我看着那些数字,反而更有信心,就是非常强劲,然后我就觉得可以在低位定投进去。

Maybe go go on a blockchain and start purping SpaceX. Uh very very It's just sometimes things happen for a reason. I feel more comfortable when it's down than when it's up because it's like when it first came out in the two 200 ranges it was like come on this feels a little bit weird and it's kind of like quite frankly I feel more confident the numbers we look at it's just very strong and then I can feel like I can dollar cost average into it when it's low

因为你知道,这只是时间问题,嗯,我想未来六到九个月我们会看到,那时候事情开始变得更真实,更多吉瓦的算力上线,更多Starship发射,它们变得规律,都变得无聊了,因为他们一直在往上面扔这些V3星链,然后,你知道,它要进入标普500了。

because you know it's just a matter of when um we'll see over the next six to nine months I think is when things start to become more real more gigawatts of computer up more launches of Starship they're regular it's becoming boring because they're throwing these V3 star links all up there all the time and then, you know, it's going into the S&P 500.

所以,你多少有更多理由在明年6月前后把股价撑起来。所以,就像那个九个月的窗口。我认为那时候人们开始不得不真正坐下来问,我们真的看空这个机会吗,你知道,他们能赚到1000亿、2000亿以及所有那些吗?

就像,这真的是,嗯,你知道,我们真的处在那个世界里吗,然后我们要如何给那些收入的未来估值。

So, you kind of have some more reasons to to prop the the the stock up here in like June of next year. So, it's like the ninemonth window. I think that's when people start to have to really sit down and say like, are we really bearish on this opportunity to take, you know, can they make 100red billion, 200 billion and all that stuff?

like is this really um you know are we really in that world and then how are we going to value the future the future of those revenues

我认为人们不得不提出那个说法,因为现在人们可以争辩说,哦,有这么多赚了一大笔钱的人,他们就是要卖掉。所以,那个论点今天比另外那些东西更普遍,另外那些东西感觉足够未来,但在六到九个月之间的某个时候,就像他们不得不,不得不正视增长,所以我,我认为这就是我看待这个重大机会的方式。

I think people have to make that claim because at that right now people can argue that oh there's all these people that made a bunch of money they're just going to sell it and so that that's a more prevalent prevalent argument today than this other stuff this other stuff feels future enough but somewhere between six and nine months it's like they have to they have to reckon with the growth so I I think that's that's the way I look at this opportunity for big

而且由于他们正在涉足的所有这些可选性以及高利润率业务。我认为九个月后它可能轻松达到 250 以上,然后人们就会产生那种心理障碍,觉得哎呀,现在定投太晚了,追进去太晚了,当初应该在 150、140、106 或随便什么价位买入的,然后这对人们来说就变得很痛苦。

and because all of all of the op optionality and the high margin business they're getting involved in I I think a you know nine months from now it could be at 250 plus easily and then then people will have that psychological barrier it's like oh it's too late to DCA too late to chase should have bought at 150 140 106 whatever um and then it gets painful for people

所以你就每周都买一点,尤其是当你看到它跌破 150 的时候。

so just you every week. Grab a little bit, especially if you see it under 150.

记住,它 IPO 时的价格是 151。它开盘就是 151。如果你能在低于这个价格时买入,严格来说你就赢了。这差不多就是我的心理。我想尽可能接近 135 买入。

Remember, it IPOed at 151. It opened, came out of the gates at 151. If you can get it under that price, you're technically winning. That's kind of my psychology. I want to get as close to 135 as possible.

如果它贵 10 块钱,我一点也不在乎,因为我知道未来会走向哪里。

And if it's 10 bucks more, I don't give a toss because I know where the future's going to be.

观察点

Starship 发射的规律性以及新增的吉瓦级算力
在 6 至 9 个月内变得常规化/得以实现
未来六到九个月SpaceX 的发射节奏与基础设施更新
若实现则通过验证增长支撑看涨逻辑;若持续延迟则削弱该逻辑

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2026-10-02看涨本条
也许上区块链,开始给SpaceX抬轿子。嗯,非常非常,有时候事情发生就是有原因的。
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