摩根士丹利维持SpaceX增持评级，牛市情景下目标价600美元

摩根士丹利维持SpaceX增持评级，牛市情景下目标价600美元

2026-08-12 23:45

ChainThink 消息，8 月 12 日，摩根士丹利重申对 SPCX 的增持评级，目标价为 300 美元，牛市情景下目标价为 600 美元。

分析师 Adam Jonas 认为，市场低估了 SpaceX 更广泛的 AI 平台价值，包括计算、连接性和实时数据能力。其表示，即将发布的 Grok 模型可能有助于缩小估值差距；

即将到来的锁定期到期被视为机会而非风险，或为投资者提供潜在入场点。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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