SPCX
Space Exploration Technologies · Industrials · Aerospace & Defense
$134.72
-6.37% 今日 · -8.66% 1W
10月30日 收盤或最新價
盤後 $136.03 +0.97% ·
解讀走勢分析10月30日 交易日
Space stocks fall on Amazon Leo threat
- SPCX 最新交易日 −6.37%，SPY −1.77%：個股自身走勢 −4.6 個百分點。
- 新聞：Space stocks fell together; Stocktwits ties the slide to Amazon Leo's upcoming satellite service nearing its 2026 debut.
- 太空： Stocktwits reports Amazon is about to take on Starlink, and space stocks are trembling, as Amazon Leo's satellite service nears its 2026 debut. (Stocktwits)
- 太空族群 -6.7%（相對 SPY -4.9 個百分點；LUNR -8.6%，RKLB -7.4%，PL -5.9%，ASTS -4.9%）：個股與同業同步。
- 後續表現，提及暴增（熱議）（10月26日）：過去 5 年 SPCX 共 9 次提及暴增，一天後上漲 6 次（共 9 次）；中間一半的結果落在 -1.0% 到 +19.6% 之間。這是歷史，不是預測。
- 過去 24 小時 Reddit 提及 18 次，本週 70% 為正面。
- 過去 10 天有 2 次分析師動作：2 次上調目標價 （中位數 +15%）；最新：Pivotal Research 上調 $230 → $260。
- 大盤背景（週四）： Advance GDP q/q 3.4%，預期 3.2% (偏強)；Core PCE Price Index m/m 0.3%，預期 0.3% (符合預期)；S&P 期貨 +0.03%，10 年期殖利率 -2 個基點（公布後 30 分鐘內）。
由 Wallsti 自身的訊號，以及 AI（Claude）解讀的當日新聞與申報文件整理而成；AI 可能誤讀，所以附上來源連結。
收盤後休市中 · 開盤
- 盤後：$136.03，較 10月30日 收盤 +0.97%，最後成交 .
- 指數期貨： 道瓊 +0.04%, S&P -0.03%, 那斯達克 -0.04%, 羅素 +0.01%.
- 收盤後有 6+ 則新聞，標示在新聞標題中。
休市期間顯示。正常交易時段外成交稀少，價格常在開盤後改變（Yahoo 財經，有延遲）。
交易活動與部位
- 成交量
- 1.2× 為 20 日均量10月30日 交易日
- 空單
- 占流通股 2.4% · +3% 較前次報告 · 回補天數 1.8 天 截至 10月15日
- 選擇權成交量
- 買權 349,978 · 賣權 288,249 (賣買權比 0.82) · 買權 0.7× 均量, 賣權 0.8×
- 隱含波動率
- 62% (+10.7 個百分點) 價平，11月6日 到期
- 選擇權隱含波動幅度
- ±6.8% 至 11月6日
連動
Space -6.7% 相對 SPY -4.9 個百分點 · UFO -3.5% 同步連動
新聞標題
- Andy Jassy Says West Is 'Very Hungry' For More Western Open Source AI Models as Amazon Adds China's Kimi and GLM to Bedrock
- SpaceX Stock Fell Below Its IPO Price, But Binance’s CZ Is Bullish
- SpaceX Says Starship Flies Commercial Payloads This Year. Here's What a Successful Flight Is Worth -- and What a Failure Costs.
- SpaceX Hits Back at T-Mobile’s ‘Misplaced Desire’ to Harm Starlink by Opposing ‘Modernized’ Spectrum Rules
- Anthropic Intends to Trade on the Nasdaq Under the Ticker ANT
- Binance Founder CZ Tells Elon Musk ‘Bad Time to Troll’ as Hack Draws FTX Comparison
- SpaceX Reportedly Faces Higher Borrowing Costs on Its $40 Billion GPU Deal. What It Means for SPCX Stock.
- Anthropic IPO: 1,300% Growth, $16.3 Billion in Revenue, and an $80.7 Billion Loss. Here Are the Numbers to Watch.
- Elon Musk Has Incredible News for Micron Stock Investors
- Why SpaceX Stock Is Worth Buying and Holding for 10 Years
- SpaceX Boosted By Starlink Mobile Buildout; Verizon Dismisses Competition
- SpaceX Strikes $40B GPU Financing Deal With Apollo – Deliveries Expected In 2027
- Stock Market Today, Oct. 23: SpaceX Achieves Rare Double Upgrade to Buy on AI Growth
Space · 題材新聞
- Intuitive Machines Is Down 27% in October: Stay the Course, or Just Stay Away?
- Amazon Leo's 400-Satellite Network Faces Starlink's 11,000-Strong Constellation As ASTS (NASDAQ: ASTS), Rocket Lab (NASDAQ: RKLB), SpaceX (NYSEARCA: SPCX) Sell Off
- Price Prediction: Rocket Lab Stock Will Hit $100 on This Date
- Stocktwits Space Race Monthly: SPCX Holds Up Better Than ASTS, RKLB And PL In October — But VSAT Takes The Crown
- SpaceX Stock Slides 5% in October as Tesla Merger Talk Fails to Lift Space Sector; Viasat Jumps 11%
- Amazon Is About To Take On Starlink — Space Stocks Are Trembling
- Intuitive Machines Surges 9% as Small-Cap Space Selloff Reverses; Rocket Lab Climbs 7%, SpaceX Lags
每小時從 Yahoo 財經（個股）與 Google 新聞（題材）抓取。✦ 表示 AI 解讀原因時引用的新聞。
基本資料
- 市值
- $1.83T
- 法人持股
- 47.2%
- 52 週區間
- 104.83–225.64
- 分析師平均目標價
- $257.11
- 下次財報
- —
- 預估本益比
- 56.9
近期事件
新聞（AI 解讀） ▼
Space stocks fell together; Stocktwits ties the slide to Amazon Leo's upcoming satellite service nearing its 2026 debut.新聞（AI 解讀） ▼
SPCX fell more than peers as Alphabet's earnings miss sparked tech sector weakness across the session.新聞（AI 解讀） ▼
Space sector declined 0.86% as SPCX fell 1.96%, with peers LUNR, PL, and ASTS also lower.新聞（AI 解讀） ▲
BofA sees opportunity from SpaceX's Starlink mobile buildout and cellular plans (finance.yahoo.com). · finance.yahoo.comSEC 申報
8-K: other event (item 8.01) · 申報文件新聞（AI 解讀） ▲
SpaceX commits to $40 billion GPU lease in record financing deal, per Proactive Investors. · stocktwits.com新聞（AI 解讀） ▲
Fool reports analysts lifted price targets Friday as super-intelligence segment accelerates. · fool.com新聞（AI 解讀） ▼
Tech stocks fell sharply late Thursday; space peers averaged -4.65% versus SPY -1.18%.分析師 ▲
Pivotal Research maintained Buy, raised target $230 → $260分析師 ▲
B of A Securities maintained Buy, raised target $235 → $275分析師 ▲
Citigroup maintained Buy, raised target $200 → $240分析師 ▲
UBS maintained Buy, raised target $210 → $230