[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio806a93f9":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio806a93f9","Ives予SpaceX(SPCX)“跑赢大盘”、目标价225美元：发债锁定英伟达芯片可强化AI飞轮","\u002Fdoc\u002Fdcio806a93f9","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，投资公司Yorkville Ives表示，SpaceX(SPCX)可能筹集400亿美元债务用于购买英伟达(NVDA)芯片，对这家由马斯克领导的公司而言，是“明智的战略性举措”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Yorkville Ives分析师丹·艾夫斯在周三发布的客户报告中写道“我们认为，这对SpaceX的扩张而言是明智的战略性举措，因为它将强化发射、星链与AI之间的飞轮效应每项业务都在降低另外两项业务的成本或扩大其需求，而AI板块正是下一阶段增长所在——已签约的云容量将转化为收入。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>艾夫斯给予SpaceX“跑赢大盘”评级，目标价225美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据报道，SpaceX正寻求在阿波罗全球管理(APO)牵头的一轮融资中筹集400亿美元，用于购买英伟达芯片。公司计划筹集约100亿美元银行贷款和300亿美元投资级债务，以为这笔重磅芯片订单提供资金。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>阿波罗预计将牵头该交易，并协助向广泛投资者群体出售这批债务。债券巨头太平洋投资管理公司(Pimco)是参与融资谈判的少数贷款机构之一。交易预计2027年完成。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>艾夫斯进一步分析称，马斯克和SpaceX显然需要快速行动，鉴于SpaceX即将推进的云数据中心AI建设速度之快、规模之大，他相信此次融资将获得投资者“良好反响”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>他补充称“该板块的约束在供给，而非需求，因此问题始终是SpaceX能多快将算力上线，以及如何为此付费。以债务而非股权锁定英伟达芯片供应，是资本效率更高的答案它避免了在6月IPO后仅四个月就重返股权市场，为交付前已签约的产能提供资金，并能在通电后立即开始创收，从而将瓶颈转化为按计划推进的建设。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FS\u002FSPCX\u002FSPCX.jpg","2026-10-08T12:28:55","2026.10.08","2026\u002F10\u002F08",30717,[22],"SPCX","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]