文章摘要
做空机构通过做空SpaceX获利87亿美元,其股价已跌破IPO发行价。
文章总结
路透社报道,做空机构通过押注股价下跌,已累计获利约87亿美元。与此同时,SpaceX的股价已跌破其首次公开募股(IPO)价格。这一信息来自数据分析公司Ortex于2026年7月16日发布的报告。
评论总结
根据评论内容,主要观点和论据如下:
1. 对做空行为的质疑与辩护 - 质疑做空获利来源(评论2):“If you make money shorting a stock, who do you make money from?” - 支持市场自由(评论11):“Well, that's a market economy, so deal with it!”
2. 对SpaceX估值泡沫的担忧 - 认为IPO价格虚高(评论9):“Buying SPCX would make sense at about 1/4 of its IPO price... inflated via hype and artificial supply restriction” - 质疑财富凭空创造(评论5):“nearly $9 BILLION can be created out of nowhere... how can that be healthy for civilization”
3. 对“太空数据中心”商业模式的怀疑 - 认为可能是骗局(评论6):“I am incredibly skeptical of the 'data centers in space' sales pitch. It seems like an actual scam.”
4. 对做空禁令的讨论 - 提出是否应禁止做空(评论7):“Does anyone think here shortselling should be banned?”
5. 对SpaceX技术成就的肯定 - 认可技术实力(评论9):“SpaceX has accomplished spectacular things... almost single-handedly keeping the US ahead in space”
6. 对内部人套利行为的猜测 - 推测内部人通过做空变相套现(评论3):“Insiders who have locked up stocks... could presumably just short the stock and take out a loan secured on the stock”
7. 对做空者勇气的评价 - 肯定敢于做空“迷因股”的勇气(评论4):“Actually risking the bet when the market has a history of being highly irrational... is another thing entirely”
8. 对短期走势的乐观预期 - 认为做空者需获利了结(评论8):“shorts have to take profits sooner than latter, so upside is comming”
平衡性总结:评论呈现两极分化——一方质疑做空机制和估值泡沫,另一方肯定技术成就和市场自由;对“太空数据中心”普遍持怀疑态度,但对SpaceX整体技术实力认可度较高。