[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-musks-1-trillion-spacex-revenue-goal-they-had-better-get-going-says-jim-chanos-ZH":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":186,"relatedPosts":194,"suggestedPosts":272},{"id":152,"title":153,"date":154,"modified":154,"excerpt":155,"content":156,"wordCount":157,"lang":158,"uri":159,"slug":160,"cloudinaryAssetId":161,"featuredImageOriginalUrl":162,"featuredImageMetadata":163,"author":166,"editor":172,"categories":177,"relatedPosts":183,"seo":184},142520,"马斯克的万亿美元SpaceX营收目标：吉姆·查诺斯称\"他们最好抓紧行动\"","2026-10-26T15:36:21","\u003Cp>数据中心的数量可真不少\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">核心要点\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>埃隆·马斯克目前预计，到2027年底，SpaceX的年经常性收入将达到5000亿至1万亿美元，而要实现这一目标，其计算投资回报率需达到AI行业从未接近的水平。\u003C\u002Fli>\n\n\n\n\u003Cli>做空者吉姆·查诺斯指出，该目标意味着每1美元资本支出需产生1至2美元的收入，而行业平均水平约为0.3美元，并估算SpaceX第三季度AI收入为每兆瓦1950万美元。\u003C\u002Fli>\n\n\n\n\u003Cli>未来几个季度，需关注SpaceX的AI资本支出及其每兆瓦收入：第三季度AI资本支出为160亿美元，而查诺斯称该计划需要约5000亿美元。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>SpaceX (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=7702894&tid=321424200\">SPCX\u003C\u002Fa>)\u003C\u002Fstrong> 在上周公布创纪录的业绩后，本可以迎来一段平稳、乏味的行情。说真的，业绩好到连 \u003Cstrong>NVIDIA (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=32307&tid=2635154\">NVDA\u003C\u002Fa>)\u003C\u002Fstrong> 的股价都被带动了！\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">但埃隆·马斯克不得不提高赌注。他表示，SpaceX预计到2027年底，其年经常性收入将达到5000亿至1万亿美元之间，并且他\u003Ca href=\"https:\u002F\u002Fx.com\u002Felonmusk\u002Fstatus\u002F2112666467712073815\">在X上发帖\u003C\u002Fa>称：“尽管听起来很疯狂，但SpaceX在2028年实现1万亿美元收入已不再是不可能。”\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">SpaceX第三季度营收为146亿美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">做空者吉姆·查诺斯\u003Ca href=\"https:\u002F\u002Fx.com\u002FRealJimChanos\u002Fstatus\u002F2112653812733272449\">在X上进行了计算\u003C\u002Fa>。他估计该目标意味着需要约5000亿美元的资本支出来新增10吉瓦的产能，并且：“这是一个1-2倍的收入\u002F投资比率，而整个行业目前仅为0.3倍。他们第三季度的AI资本支出只有160亿美元。他们最好加快步伐……”\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">因此，SpaceX每1美元资本支出产生的收入，必须达到当今行业其他公司平均水平的三到近七倍。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">压力不小。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR追踪了38位分析师对SpaceX的看法。有多少人给出“买入”评级？\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在一个地方查看SpaceX的买入、持有和卖出评级的完整细分，以及华尔街的收入和盈利预测。超过50万投资者使用TIKR来研究像这样的股票。\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">查看SpaceX的分析师评级\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-returns-aren-t-there-yet\" class=\"wp-block-heading\">回报率尚未达标\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">AI\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fspacex-q3-earnings-ai-now-brings-in-half-the-revenue-starlink-still-earns-most-of-the-profit\">目前贡献了SpaceX约一半的收入\u003C\u002Fa>。超级智能部门（前身为AI）在第三季度带来了75.6亿美元收入，同比增长830%，基于17吉瓦的已安装计算能力。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">将其乘以四，就得到了查诺斯使用的300亿美元AI年经常性收入。在\u003Ca href=\"https:\u002F\u002Fx.com\u002FRealJimChanos\u002Fstatus\u002F2112658009516032293\">一篇后续帖子中\u003C\u002Fa>，他表示，即使考虑到与谷歌和Anthropic的交易，SpaceX目前也“远未接近”1-2倍的比率。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">他还将第三季度的年化AI收入定为每兆瓦1950万美元，“\u003Ca href=\"https:\u002F\u002Fx.com\u002FRealJimChanos\u002Fstatus\u002F2112662408179130822\">远低于本季度流传的4000万至5000万美元的数字\u003C\u002Fa>。”在他看来，这更接近行业其他公司的水平。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">华尔街的预测远未达到马斯克的数字。分析师预计收入将从今年的459亿美元增长到2027年的1320亿美元和2028年的2490亿美元……\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792591843\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028.png?_i=AA\" alt=\"Bar chart from TIKR of SpaceX's revenue, actual and consensus estimates, $ billions, fiscal 2026–2028.\" class=\"wp-post-142520 wp-image-142518\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792591843\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792591843\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792591843\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792591843\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792591843\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792591843\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">SpaceX (SPCX)：收入，实际值与共识预测，单位：十亿美元，2026-2028财年 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这已经是爆炸性增长。马斯克提出的2028年1万亿美元目标，仍然是华尔街预期的四倍，而第三季度的每兆瓦收入数据中没有任何因素能推动预测如此大幅上调。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-500-billion-is-a-lot-of-data-centers\" class=\"wp-block-heading\">5000亿美元意味着大量数据中心\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">SpaceX的资本支出一直在快速增长，从2024年的1120亿美元增至2025年的2090亿美元……\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792591834\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025.png?_i=AA\" alt=\"Bar chart from TIKR of SpaceX's capital expenditures, $ billions, fiscal 2024–2025.\" class=\"wp-post-142520 wp-image-142519\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792591834\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792591834\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792591834\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792591834\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792591834\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792591834\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">SpaceX (SPCX)：资本支出，单位：十亿美元，2024-2025财年 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">……而仅第三季度的1960亿美元就几乎与2025年全年持平。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">即便如此，5000亿美元仍是SpaceX去年支出的20多倍。距离2027年底还有五个季度，因此要在那时前全部花完，意味着每季度约1000亿美元，是第三季度160亿美元AI资本支出的六倍多。（这仅假设全部建设届时完成。）\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">SpaceX在季度末拥有900亿美元的现金及有价证券。这是一个坚实的缓冲，但覆盖不到总账单的五分之一。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-new-deals-have-to-do-the-heavy-lifting\" class=\"wp-block-heading\">新交易必须承担重任\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">查诺斯在财报发布前也持怀疑态度，当时他\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fspacex-the-largest-global-neocloud-per-jim-chanos-as-we-gear-up-for-earnings-tomorrow\">称SpaceX为“全球最大的新云”\u003C\u002Fa>。随着谷歌和Anthropic交易的产能上线，第三季度的每兆瓦收入可能会上升。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">然而，即使达到本季度流传的每兆瓦4000万至5000万美元，10吉瓦的新增产能每年也只能产生4000亿至5000亿美元的收入。这仅触及马斯克目标区间的下限，并且需要5000亿美元的建设和超过第三季度每兆瓦收入两倍以上的回报率。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-rally-is-betting-on-a-leap\" class=\"wp-block-heading\">本轮上涨押注于一次飞跃\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">查诺斯在计算上更占优势。股价9%的涨幅已经计入了行业无人能及的计算投资回报率，而第三季度的数据并未显示SpaceX已实现这一目标。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">我的看法是：SpaceX股价目前的大部分上行空间依赖于一个其自身数据尚不支持的目标，因此，如果未来出现失望情绪，可能会造成伤害。如果SpaceX真的花费了接近5000亿美元的资金，那么向其出售计算设备的供应商，包括NVIDIA在内，可能是更可靠的赢家。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">当然，这只是AI业务一个季度的结果。未来几份财报将显示AI资本支出是否正朝着每季度1000亿美元迈进，以及每兆瓦收入是否正朝着多头们谈论的数字攀升。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-spacex-stock-actually-worth\" class=\"wp-block-heading\">那么SpaceX股票的实际价值是多少？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR让你在一分钟内预测任何股票的未来价格。只需在TIKR的估值模型中输入几个假设，就能看到SpaceX可能的价值。可以从华尔街共识预测开始，或者调整输入参数以反映你对业务的看法。免费使用。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">免费为SpaceX估值\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>免责声明：\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR上的文章并非TIKR或我们的内容团队提供的投资或财务建议，也不是买卖任何股票的建议。我们的内容基于TIKR Terminal的投资数据和分析师预测。我们的分析可能未包含最新的公司新闻或重要更新。TIKR未持有任何提及股票的头寸。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>",1010,"zh","\u002Fblog\u002Fmusks-1-trillion-spacex-revenue-goal-they-had-better-get-going-says-jim-chanos","musks-1-trillion-spacex-revenue-goal-they-had-better-get-going-says-jim-chanos","images\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva-1\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792700556\u002Fimages\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva-1\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva-1.png?_i=AA",{"altText":164,"imageCredit":165},"Musk’s $1 Trillion SpaceX Revenue Goal: “They Had Better Get Going” says Jim Chanos","U.S. Air Force photo by Trevor Cokley and SUMALI IBNU CHAMID from Alemedia.id via Canva",{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":171},"Michael Douglass","michaeldouglass","author","",[],{"name":173,"slug":174,"role":175,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":176},"David Hanson","davidtikr","editor",[],[178],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":164,"metaDesc":185,"opengraphDescription":185,"twitterTitle":164,"twitterDescription":185},"That’s a lot of data centers",{"title":187,"description":188,"twitterTitle":187,"twitterDescription":188,"author":167,"articlePublisher":189,"articlePublishedTime":154,"articleModifiedTime":154,"twitterLabel1":190,"twitterData1":191,"ogTitle":187,"ogDescription":188,"ogUrl":159,"ogImage":162,"ogImageWidth":192,"ogImageHeight":193,"ogImageSecureUrl":162,"ogImageAlt":164,"twitterImage":162},"Musk’s $1 Trillion SpaceX Revenue Goal: “They Had Better Get Going” says Jim Chanos","That’s a lot of data centers","TIKR.com","预计阅读时间","1 minute",1200,630,[195,210,227,242,257],{"id":182,"title":196,"date":197,"excerpt":198,"wordCount":199,"uri":200,"slug":201,"cloudinaryAssetId":202,"featuredImageOriginalUrl":203,"featuredImageMetadata":204,"author":205,"categories":207,"relatedPosts":209},"Oklo股价先跌后涨，TD Cowen以\"持有\"评级开启覆盖，称其提供\"独特\"投资途径","2026-10-26 15:32:23","又一次维持评级，目标价与股价基本持平",726,"\u002Fblog\u002Foklo-sinks-then-rebounds-as-td-cowen-starts-coverage-at-hold-despite-a-unique-way-to-invest","oklo-sinks-then-rebounds-as-td-cowen-starts-coverage-at-hold-despite-a-unique-way-to-invest","images\u002Fgrim-older-man-in-a-dark-suit-falling-red-chart\u002Fgrim-older-man-in-a-dark-suit-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793025348\u002Fimages\u002Fgrim-older-man-in-a-dark-suit-falling-red-chart\u002Fgrim-older-man-in-a-dark-suit-falling-red-chart.png?_i=AA",{"altText":196},{"name":173,"slug":174,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":206},[],[208],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":211,"date":212,"excerpt":213,"wordCount":214,"uri":215,"slug":216,"cloudinaryAssetId":217,"featuredImageOriginalUrl":218,"featuredImageMetadata":219,"author":220,"categories":224,"relatedPosts":226},"\"下一家万亿美元公司\"：Marvell一年暴涨185%。现在买入是否为时已晚？","2026-10-26 15:31:03","它比九月份时更便宜，而盈利预期也更高了。",959,"\u002Fblog\u002Fnext-trillion-dollar-company-marvell-has-ripped-185-in-a-year-is-it-too-late-to-buy","next-trillion-dollar-company-marvell-has-ripped-185-in-a-year-is-it-too-late-to-buy","images\u002FMRVL-stock-Dean-Drobot-via-Canva\u002FMRVL-stock-Dean-Drobot-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699423\u002Fimages\u002FMRVL-stock-Dean-Drobot-via-Canva\u002FMRVL-stock-Dean-Drobot-via-Canva.png?_i=AA",{"altText":211},{"name":221,"slug":222,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":223},"Roxanna Maglangit","roxtikr",[],[225],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":228,"date":229,"excerpt":230,"wordCount":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":237,"categories":239,"relatedPosts":241},"Alphabet旗下Waymo将\"收购Lucid或Rivian\"，早期Uber投资者预测","2026-10-26 15:23:00","Waymo的汽车问题可能已有更便宜的解决方案",1080,"\u002Fblog\u002Falphabets-waymo-will-buy-lucid-or-rivian-predicts-early-uber-investor","alphabets-waymo-will-buy-lucid-or-rivian-predicts-early-uber-investor","images\u002FGoogle\u002FGoogle","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792784273\u002Fimages\u002FGoogle\u002FGoogle.png?_i=AA",{"altText":228},{"name":221,"slug":222,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":238},[],[240],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":243,"date":244,"excerpt":245,"wordCount":246,"uri":247,"slug":248,"cloudinaryAssetId":249,"featuredImageOriginalUrl":250,"featuredImageMetadata":251,"author":252,"categories":254,"relatedPosts":256},"Borr Drilling股价下跌8%，因\"Prospector 5\"号钻井平台在加蓬海域发生\"穿透事件\"而沉没","2026-10-26 15:19:38","这里以人为本，然后对股东来说还有一个重大的保险问题",709,"\u002Fblog\u002Fborr-drilling-sinks-8-as-prospector-5-rig-goes-down-off-gabon-in-punch-through-event","borr-drilling-sinks-8-as-prospector-5-rig-goes-down-off-gabon-in-punch-through-event","images\u002Fanxious-man-biting-his-nails-falling-red-chart\u002Fanxious-man-biting-his-nails-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793024270\u002Fimages\u002Fanxious-man-biting-his-nails-falling-red-chart\u002Fanxious-man-biting-his-nails-falling-red-chart.png?_i=AA",{"altText":243},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":253},[],[255],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":258,"date":259,"excerpt":260,"wordCount":261,"uri":262,"slug":263,"cloudinaryAssetId":264,"featuredImageOriginalUrl":265,"featuredImageMetadata":266,"author":267,"categories":269,"relatedPosts":271},"策略下跌2%，因暂停比特币购买，加密货币市场\"避险\"情绪蔓延","2026-10-26 15:16:40","比特币机器目前正在反向运转。",724,"\u002Fblog\u002Fstrategy-sinks-2-as-it-pauses-bitcoin-buying-amid-risk-off-crypto-slide","strategy-sinks-2-as-it-pauses-bitcoin-buying-amid-risk-off-crypto-slide","images\u002Fgrim-older-man-in-a-dark-suit-falling-chart-over-a-city\u002Fgrim-older-man-in-a-dark-suit-falling-chart-over-a-city","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793026166\u002Fimages\u002Fgrim-older-man-in-a-dark-suit-falling-chart-over-a-city\u002Fgrim-older-man-in-a-dark-suit-falling-chart-over-a-city.png?_i=AA",{"altText":258},{"name":173,"slug":174,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":268},[],[270],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],[273,293,308,322,337,357,372,387,402],{"id":182,"title":274,"date":275,"excerpt":276,"wordCount":277,"uri":278,"slug":279,"cloudinaryAssetId":280,"featuredImageOriginalUrl":281,"featuredImageMetadata":282,"author":283,"categories":287,"relatedPosts":292},"过去12个月上涨13%，Arista Networks股票能否在2026年带来更佳回报？","2026-10-26 12:57:00","Arista股票一年内上涨了10%。查看TIKR估值模型对ANET上行空间的预测，其目标价预计在2028年12月前达到275美元。",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":274},{"name":284,"slug":285,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":286},"Aditya Raghunath","adityatikr",[],[288],{"name":289,"slug":290,"uri":291,"description":170,"postsCount":182},"估价","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":182,"title":294,"date":295,"excerpt":296,"wordCount":297,"uri":298,"slug":299,"cloudinaryAssetId":300,"featuredImageOriginalUrl":301,"featuredImageMetadata":302,"author":303,"categories":305,"relatedPosts":307},"过去12个月下跌48%，SoFi股票能否在2026年交出更好的成绩单？","2026-10-26 12:45:00","SoFi股价一年内下跌了51%。来看看TIKR估值模型对SOFI上行空间的看法，其目标价为到2028年12月达到22美元。",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":294},{"name":284,"slug":285,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":304},[],[306],{"name":289,"slug":290,"uri":291,"description":170,"postsCount":182},[],{"id":182,"title":309,"date":295,"excerpt":310,"wordCount":311,"uri":312,"slug":313,"cloudinaryAssetId":314,"featuredImageOriginalUrl":315,"featuredImageMetadata":316,"author":317,"categories":319,"relatedPosts":321},"过去12个月仅上涨9%，Palantir股票能否在2026年带来更好的回报？","Palantir股价一年来仅上涨4%。查看TIKR估值模型对PLTR上行空间的预测，其目标价至2028年12月将达到529美元。",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":309},{"name":284,"slug":285,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":318},[],[320],{"name":289,"slug":290,"uri":291,"description":170,"postsCount":182},[],{"id":182,"title":323,"date":324,"excerpt":325,"wordCount":326,"uri":327,"slug":328,"cloudinaryAssetId":329,"featuredImageOriginalUrl":330,"featuredImageMetadata":331,"author":332,"categories":334,"relatedPosts":336},"过去12个月下跌56%，AppLovin股票能否在2026年带来更好回报？","2026-10-26 12:33:00","AppLovin股价在过去一年下跌了60%。来看看TIKR估值模型对APP上行潜力的分析，其给出的目标价为到2028年12月达到366美元。",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":323},{"name":284,"slug":285,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":333},[],[335],{"name":289,"slug":290,"uri":291,"description":170,"postsCount":182},[],{"id":182,"title":338,"date":339,"excerpt":340,"wordCount":341,"uri":342,"slug":343,"cloudinaryAssetId":344,"featuredImageOriginalUrl":345,"featuredImageMetadata":346,"author":347,"categories":351,"relatedPosts":356},"埃克森美孚股价创下收盘新高，布伦特原油突破116美元。展望2030年该股走势","2026-10-26 07:55:00","埃克森美孚10月23日收盘创下183.21美元的历史新高，当时布伦特原油价格突破每桶116美元，目前其股价已超过华尔街分析师的平均目标价。该公司首席财务官表示，与先锋自然资源合并的协同效应已翻倍，且埃克森的目标是通过更少的油井使二叠纪盆地的采收率翻倍，这是公司可控的一项成本杠杆。",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":338},{"name":348,"slug":349,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":350},"Wiltone Asuncion","wiltonetikr",[],[352],{"name":353,"slug":354,"uri":355,"description":170,"postsCount":182},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":182,"title":358,"date":359,"excerpt":360,"wordCount":361,"uri":362,"slug":363,"cloudinaryAssetId":364,"featuredImageOriginalUrl":365,"featuredImageMetadata":366,"author":367,"categories":369,"relatedPosts":371},"Rivian创下52周新低，就在收购AI模拟初创公司次日。10月29日市场走势说明了什么","2026-10-26 07:50:00","Rivian股价在收购一家人工智能模拟初创公司次日触及52周低点，延续了数周前开始的19%跌幅。10月29日的财报如今必须证明其成本结构能够承载自动驾驶研发支出。",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":358},{"name":348,"slug":349,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":368},[],[370],{"name":353,"slug":354,"uri":355,"description":170,"postsCount":182},[],{"id":182,"title":373,"date":374,"excerpt":375,"wordCount":376,"uri":377,"slug":378,"cloudinaryAssetId":379,"featuredImageOriginalUrl":380,"featuredImageMetadata":381,"author":382,"categories":384,"relatedPosts":386},"Robinhood股票在10月发布第三季度财报前下跌了15%。以下是其到2030年的潜在走向","2026-10-26 07:45:00","Robinhood在10月27日财报发布前，两个交易日累计下跌6.73%，走势与Coinbase同步。10月22日的两项进展指向可能不会在其加密货币收入项中体现的加密活动：比特币价格合约以及Morpho为其股票代币推出的首个借贷市场。",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":373},{"name":348,"slug":349,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":383},[],[385],{"name":353,"slug":354,"uri":355,"description":170,"postsCount":182},[],{"id":182,"title":388,"date":389,"excerpt":390,"wordCount":391,"uri":392,"slug":393,"cloudinaryAssetId":394,"featuredImageOriginalUrl":395,"featuredImageMetadata":396,"author":397,"categories":399,"relatedPosts":401},"沃尔玛股价10月上涨15%，尽管盈利预测并未上调。以下是其到2031年的潜在走势","2026-10-26 07:40:00","沃尔玛股价在9月30日至10月23日期间上涨了15.4%，但分析师对其未来12个月的每股收益（EPS）预估仍维持在3.00美元。几乎全部涨幅都源于更高的估值倍数，而公司此前在11月19日发布的业绩指引中，预计每股收益增长仅为0%至3%。",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":388},{"name":348,"slug":349,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":398},[],[400],{"name":353,"slug":354,"uri":355,"description":170,"postsCount":182},[],{"id":182,"title":403,"date":404,"excerpt":405,"wordCount":406,"uri":407,"slug":408,"cloudinaryAssetId":409,"featuredImageOriginalUrl":410,"featuredImageMetadata":411,"author":412,"categories":414,"relatedPosts":416},"苹果短暂超越英伟达，英伟达股价跌幅达12%。苹果股票到2030年可能走向何方","2026-10-26 07:35:00","苹果公司于10月23日短暂超越英伟达，成为全球市值最高的公司，股价创下351.73美元的历史新高。其人工智能战略所需资本支出极少，但以38倍的市盈率来看，11月2日公布的利润率数据将决定其估值倍数。",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":403},{"name":348,"slug":349,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":413},[],[415],{"name":353,"slug":354,"uri":355,"description":170,"postsCount":182},[]]