Ross Gerber
@GerberKawasaki · 2026/6/16 15:02:04
没人想再谈论特斯拉了。都在谈SpaceX SpaceX。怪不得他们，这是一个更激动人心的故事… $SPCX $TSLA
原帖 ↗非投资建议
AI 分析
— 整体中性置信度低AI 自动从帖子抽取，可能误判 · 非投资建议
罗斯·格伯观察到市场关注已从特斯拉转向SpaceX，指出SpaceX目前是更令人兴奋的叙事。这是对情绪的描述性评论，而非方向性看法。
涉及标的（2）
Author notes SpaceX is exciting but provides no specific bullish catalyst. SPCX up 8.34% and recently surpassed Amazon in market cap post-IPO, currently trading at $208.56 with $2.54T market cap. Strong momentum but author's comment is descriptive of attention/narrative shift rather than a buy thesis.
行情 $203.25 ▲5.5844%
新闻 Orbit Shift: Sizing Up The Impact Of SpaceX And Mega IPOs · Apple: 4 Potential Headwinds
— 中性$TSLA
Author notes Tesla getting less attention but does not express bearish view or provide negative catalyst. TSLA down 0.26% at $410.10 with $1.54T market cap, earnings approaching July 21. External news shows Cathie Wood dumping TSLA even as SpaceX buzz occurs. Author's observation is about narrative/attention rather than fundamental deterioration.
事件 Earnings (EPS est 0.4525) · 2026-07-21
关键要点
- 市场关注从TSLA转向SPCX
- SpaceX叙事目前更具吸引力
- 观察性语气，无具体基本面催化剂
对公开帖子与公开市场数据的客观摘要，非投资建议；数据可能延迟。
参考:专业金融 LLM 选股方向准确率约 45–53%(略高于抛硬币);AI 标签可能幻觉或误判,仅供参考、非投资建议。
参考:专业金融 LLM 选股方向准确率约 45–53%(略高于抛硬币);AI 标签可能幻觉或误判,仅供参考、非投资建议。