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TraderS | 缺德道人
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首先技术面上 $SPCX 昨天涨太多了今天回踩是清理之中，其次之前支持上涨那几条消息面利好也被稀释了。
比如马斯克前脚说Grok4.6很强，后脚DeepseekV4PRO就发布了，屁股都没坐热乎就被踹下来了。直接杀伤算力租赁租金收入预期。
比如8.11号放的那条内部讲话说AI占SpaceX99%价值的新闻本身也备受争议，有人认为这是不务正业。直接打击了冲着星舰、星链和国防订单来的投资者。
还有所谓华尔街流传的3000亿收入研报本身也是为了鼓吹股价漏洞百出。首先年底建成10GW算力基本上是不可能完成的事。其次这是把当前算力稀缺期的溢价线性外推。
而且跨界囤积算力反而证明Grok自身无法消化算力。所谓买中国二手电力设备快速建设算力中心在落地中必然困难重重。
139—140守住：仍可定义为突破后的强势换手
收复143—145：说明今天主要是获利盘清洗
收盘跌破138.7—139：昨天AI公关组合拳的涨幅基本被回吐，下一步大概率测试135发行价
135也失守：回到130—133区间重新寻找承接
重新站上146.15：才算恢复攻击150的资格 $SPCX
TraderS | 缺德道人
Tonight's PPI data continued the slowdown trend of last night's CPI, reducing rate hike expectations, so the US stock market rebounded.
The most watched storage trio, MRVL, AAOI, PLTR, the small rocket RKLB, crypto circle's CRCL/MSTR, cloud giants Microsoft, Amazon, Oracle, META all performed well.
SPCX, which surged sharply yesterday, started to detach from the main group and retrace, currently holding around 142; as long as it doesn't break 139, the uptrend remains.
From a macro perspective, the next major market-impacting events should be the 8.26 PCE data and the 8.27-8.29 Jackson Hole meeting.
And in the gap between these two weeks, there is the 8.20 SPCX unlock, so a rise followed by a preemptive drop seems reasonable. $SPCX #马斯克称AI将占SpaceX价值99%
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