英伟达持有 SpaceX 1.228 亿股 A 类普通股
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SpaceX was officially included in the Nasdaq 100 index this week; historical warnings point to post-inclusion volatility. TeraWulf's Q1 HPC leasing revenue surpassed mining's high-margin annualized revenue of $630 million for the first time.
According to ChainCatcher and BBX data, the world's largest IPO completed its index inclusion milestone yesterday, marking a historic turning point in the valuation logic of mining companies' AI transformation. Key developments are as follows: SpaceX, Inc. (NASDAQ: $SPCX) was officially included in the Nasdaq 100 index this week, becoming the first company in history to have its largest single IPO ($75 billion) included in the Nasdaq 100. CoinDesk also issued a historic warning: "The previous two largest additions to the index—Palantir ($PLTR) in December 2024 and Strategy ($MSTR) in early 2025—both experienced a period of decline after inclusion, rather than initiating a new round of growth." Analysts pointed out that passive funds tracking the Nasdaq 100 completed a "forced buy" at the time of inclusion, and without new fundamental catalysts, the stock price often corrects after the technical buying subsides. SpaceX currently faces specific risks including: a net loss of approximately $4.27 billion in Q1 2026 (primarily due to xAI integration expenses), a $2 billion bond issuance plan, and a 3.4% equity dilution from the $60 billion acquisition of Cursor/Anysphere; Morningstar maintains its fair value estimate of $62 per share, implying a downside of approximately 70% from the current market price. For the market holding SpaceX Bitcoin (18,712 coins, approximately $1.2 billion, custodied in Coinbase Prime), Nasdaq 100 inclusion will trigger larger-scale SPCX holdings by passive funds, further narrowing the indirect exposure of traditional index investors to Bitcoin assets. According to the latest analysis, TeraWulf Inc. (NASDAQ: $WULF) reported $21 million in high-performance computing (HPC) leasing revenue in Q1 2026, accounting for approximately 62% of its total revenue of $34 million. This marks the first time TeraWulf has surpassed Bitcoin mining revenue—a historic reversal in revenue structure since its transformation into an AI/HPC infrastructure company. This represents a 117% increase compared to the $9.7 million in HPC revenue in Q4 2025. The company currently has AI/HPC leases totaling over 522 megawatts signed with Core42 and Fluidstack, with an expected annualized high-margin revenue of approximately $630 million. Its energy mix consists of nuclear power and hydropower, with an average electricity cost of approximately $0.035/kWh, among the lowest of its peers in the mining industry. The company is also developing a new campus in Kentucky, adding approximately 480 megawatts of grid connection capacity; analysts have significantly raised their target price range, with Keefe Bruyette & Woods from $23 to $37, and Clear...
Wall Street has given SpaceX an "initially bullish" rating, with Morgan Stanley predicting the stock price could rise by as much as 87%.
According to a report by ChainCatcher on July 7th, SpaceX has gained initial support from Wall Street, with global brokerages beginning to rate the rocket and AI company led by Elon Musk and reaching a clear consensus: buy the stock. At least six brokerages, including Morgan Stanley, Goldman Sachs, and UBS, have begun rating the stock with a buy rating, endorsing SpaceX's long-term growth narrative, despite lingering questions surrounding the company's profitability, execution, and valuation. Morgan Stanley has set a target price of $300, one of the highest on Wall Street, implying an 87% upside from Monday's closing price of $160.42. Morgan Stanley projects SpaceX's share price to be $75 in a bear market scenario and $600 in a bull market scenario, with revenue potentially reaching $319 billion by 2030 and $3.3 trillion by 2040.
SpaceX shares fell further to 5.9%.
According to ChainCatcher, Gate market data shows that SpaceX's stock price has fallen by 5.9%.
US tech stocks continue to attract funds, with Gate.com, SanDisk, and SpaceX leading in contract trading and open interest.
According to ChainCatcher, US technology and aerospace sectors have regained favor with mainstream funds, with several highly watched stocks leading the derivatives market. According to Gate platform data, SanDisk (SNDK) is currently trading at $2221.02, up 6.55% in the last 24 hours; SpaceX (SPCX) is currently trading at $170.97, up 4.74% in the last 24 hours. According to CoinGlass data, Gate's SNDK contract open interest reached $13.7853 million, with a 24-hour contract trading volume of $42.5479 million; Gate's SPCX contract open interest reached $26.5112 million, with a 24-hour contract trading volume of $34.4757 million, both ranking among the top in the network.
SpaceX shares rose more than 1% in pre-market trading after being included in the Nasdaq 100 index.
According to ChainCatcher, SpaceX shares rose more than 1% in pre-market trading after the company was included in the Nasdaq 100 index, which is expected to take effect on July 7.
SpaceX will join the Nasdaq 100 index on July 7, 2026.
According to ChainCatcher, Nasdaq announced that SpaceX (SPCX.O) will officially join the Nasdaq 100 Index on July 7, 2026.