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$SPCX

BULLISH2026-06-23
Price around the call
↑ 2026-06-23
By horizon✗ miss-26.3%
1d
✗ -1.1%
5d
…
21d
✗ -26.3%
Original post
老白 | Trader🐮 · 2026-06-23

SpaceX 跌回 154 美元: $SPCX 现在是在抄底,还是在接盘? SpaceX 这波有点意思了,IPO 首日被抢到飞起,一堆人在 200 美元上方追进去。现在股价已经跌到 154 美元附近,基本把首日狂热打回去了。 换句话说,你现在买的,已经不是 IPO 当天那个“全市场 FOMO”的 SpaceX,而是在接那些 200 美元上方买家被套出来的筹码。 更关键的是,SpaceX 接下来还有一个潜在催化,按照 Nasdaq-100 的快进规则,超大市值新股最快可以在上市后约 15 个交易日被纳入指数。 SpaceX 是 6 月 12 日上市,如果按交易日算,市场预期窗口大概落在 7 月 6 日前后。 这意味着什么?如果最终纳入 Nasdaq-100,QQQ 这类被动资金就绕不开它。 所以现在的博弈很简单: 一边是估值太贵、IPO 后获利盘和情绪退潮; 另一边是指数纳入预期,以及被动资金可能带来的二次买盘。 这不是传统意义上的“便宜”。 它更像是一场流动性交易: 你赌的不是 SpaceX 明天业绩突然变好,而是赌指数资金、FOMO 情绪和低流通盘,再推一波价格错位。 真正的问题不是 SpaceX 值不值得买。 而是 154 美元这个位置,值不值得去接 200 美元上方那批人的恐慌。

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