SPCX上市三个月复盘：从135到148，我们看到了什么？
(Translate by AI)SPCX three-month return to market: from 135 to 148, what do we see?
SpaceX于2026年6月12日登陆纳斯达克，IPO定价135美元，上市首日开盘150美元，当日收于160.95美元，涨幅19.2%，创下全球史上最大IPO纪录。三个月过去，股价在104.83至176.42美元之间宽幅震荡。
8月初经历了一轮深度回调（8月5日单日大跌13.6%），随后强势反弹；10月初一度冲高至176美元上方，最近回落至148美元附近。
个人观点：短期波动主要受星舰试飞进度和马斯克减持预期影响，长期逻辑还是看星链和星舰的产业化进程。欢迎大家一起讨论！
(Translate by AI)SpaceX landed on Nasdaq on June 12, 2026, with an IPO price of $135, opened at $150 on the first day of listing, and closed at $160.95 on the same day, an increase of 19.2%, setting a record for the largest IPO in global history. Over the past three months, the stock has fluctuated broadly between $104.83 and $176.42.
After a deep pullback in early August (down 13.6% in one day on 5 August), it rebounded strongly; at the start of October it was above $176 and recently fell back to near $148.
Personal opinion: Short-term fluctuations are mainly affected by the progress of star ship test flights and Musk's reduction of holdings. The long-term logic still depends on the industrialization process of Star Chain and starships. All are welcome to discuss!
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2026-10-20 14:34
复盘得很全面！补充一点：8月底那波反弹是财报超预期+星链用户数新高双重驱动。
2026-10-20 15:34
同意，星链ARPU还在提升，这个趋势很关键。
2026-10-20 16:34
补充：10月这轮回调可能和马斯克期权行权计划有关，注意消息面。
2026-10-20 17:34
上市才三个月就翻倍行情，波动确实大，建议分批建仓。