SpaceX / 星鏈 資訊

📈 上漲 SPCX 當前漲幅 6.03%
開盤價：$159.45
最新價：$168.55
🟢 已觸發 6% 關鍵閾值。

🟡 [Analyst view] Morgan Stanley says SpaceX stock is "unusually cheap," naming AI and Starlink as the two major highlights

Summary:
Morgan Stanley published a view saying SpaceX stock looks "unusually cheap," and listed Musk's AI and Starlink businesses as core highlights.

Content summary:

• Morgan Stanley says SpaceX stock currently looks "unusually cheap."
• The institution placed Musk's AI and Starlink-related arrangements at the center of attention.

📊 Ticker: SPCX / SpaceX
🧭 Market view: Bullish

Source: Benzinga TSLA · 10-05 18:20 (Beijing time)

🔗 Read the original article

🟡 [Musk tweet update] Media says Reflection is preparing to release its first open-source model, with a computing power contract with SpaceX worth up to about $6.3 billion

Summary:
Axios, citing people familiar with the matter, reports that Nvidia-backed AI startup Reflection is preparing to release its first open-source model and has signed a computing power contract with SpaceX worth up to about $6.3 billion in total.

Content summary:

• Reflection is preparing to release its first open-source model. The model is expected to still lag behind the strongest U.S. closed-source models, but it is already able to compete with China's leading open-source models.
• Reflection raised $2 billion last year. This year, its contract with SpaceX is worth up to about $6.3 billion in total, and it subsequently purchased more than $1 billion in computing power from Nebius.
• Reflection plans to package the model, deployment software, and computing power into an "AI factory," for enterprises and governments to use their own data to train and deploy private AI systems.

📊 Ticker: SPCX / SpaceX

Source: X dynamic monitoring · 10-05 10:40 (Beijing time)

Summary:
Musk reposted on X a message posted by the account tetsuoai about Grok 4.7 launching on Amazon Bedrock and Google Gemini Enterprise Agent Platform.

Content summary:

• Musk reposted tetsuoai's post, which stated that Grok 4.7 is now available on Amazon Bedrock and Google Gemini Enterprise Agent Platform, and that both platforms had previously offered Grok 4.6.
• The post stated that Grok 4.7 is SpaceXAI's model for coding and knowledge work, and its documentation calls it the strongest model SpaceXAI has built to date; on the xAI API, Grok 4.7 has a 500,000 token context window, and when the prompt token count is below 200,000, the input price is 2 USD per million tokens and the output price is 6 USD per million tokens.

📊 Ticker: xAI

Source: Elon Musk / X · 10-05 16:49 (Beijing time)

🔗 View the original X post

📈 上漲 SPCX 當前漲幅 3.06%
開盤價：$159.45
最新價：$163.82
🟢 已觸發 3% 關鍵閾值。

摘要

SpaceX 表示獵鷹 9 號在 T-0 前發生自動中止，箭體與載荷處於良好狀態，團隊正重新準備，目標不早於 10 月 6 日再次嘗試發射。

內容總結

• SpaceX 稱獵鷹 9 號在 T-0 前發生自動中止。
• SpaceX 稱箭體與載荷均處於良好狀態，團隊正在重置流程，計劃不早於 10 月 6 日進行下一次發射嘗試。

📊 標的：SPCX / SpaceX

來源：SpaceX 官方 X · 10-05 17:05（北京時間）

🔗 查看 X 原帖