SpaceX FOMO is officially over. Space stocks across the board are getting punished.
Investors seem to be having second thoughts about the lofty valuations in the sector, an analyst said. Source：MarketWatch
SpaceX is a bad buy — why OpenAI and Anthropic will be too
Overhyped IPOs are usually terrible bets. That doesn’t mean the bull market is over. Source：MarketWatch
美光的好财报，黄金的坏消息
美东时间6月24日，存储巨头美光科技发布了2026 财年第三财季财报。数据显示，2026财年第三季度，公司实现收入415 亿美元，环比增长…
8点1氪丨SK海力士已提交美国IPO申请；马斯克身家蒸发3400亿美元，已不是万亿富豪；券商暂停股票类跨境TRS新增
今日热点导览 豆包专业版正式上线，采用三级阶梯定价方案 半导体新股暴涨900%，中一签该股最高盈利超20万元 以色列证实向伊朗偷运数万台“星链”接收器 霍尔木兹海峡对商船完全开放60天，国际油价下跌 券商暂停股票类跨境TRS新增，后续业务规模或将逐步归零 消息称苹果将于7月下旬量产首款可折叠iPhone…
Rocket Lab, Lockheed Martin among the partners in SpaceX’s military space-laser project
Government documents show a lineup of defense contractors joining SpaceX to create a satellite network to track airborne threats. Source：MarketWatch
ARK Invest昨日“抄底”买入3250万美元SpaceX股票
6月23日，Cathie Wood旗下ARK Invest昨日增持210,121股SpaceX股票，约合3250万美元。 美股周一收盘，SpaceX大跌16.4%，收于154.6美元，跌破IPO首日收盘价，市值蒸发约4000亿美元，创有史以来全球企业单日市值损失第二大纪录。
8点1氪丨诺奖得主称马斯克是庞氏骗局；SK海力士去年新增员工超2000人；人形机器人U1仅限成人购买
今日热点导览 加拿大母亲起诉奥特曼与OpenAI，指控ChatGPT诱导女儿自杀 A股10家退市公司波及超25万股民 SK海力士去年新增员工超2000人 H&M重组全球架构，大中华区降级 世界杯期间英格兰队装备遭窃，大部分已被追回 TOP 3 大新闻 诺奖得主称马斯克是庞氏骗局，SpaceX上市让普通投资者被迫买单…
SpaceX shows investors still want moonshots. The Fed may test that theory this week.
Higher interest rates could make the AI growth story that's been powering the bull market harder to justify. Source：MarketWatch
Here's what SpaceX's IPO means for its $1.3 billion bitcoin reserve
The largest company on public markets now holds bitcoin as a treasury reserve, not as a business model. Its first earnings cycles will test which version of…
Saylor to Musk: Thanks to you, 25% of 'Mag8' firms now hold bitcoin
"Thanks to you, 25% of the Mag8 now holds bitcoin on the balance sheet," Saylor wrote on X, congratulating Musk on SpaceX's historic IPO debut. Source：CoinDesk
SpaceX employees now have enough wealth on paper to buy every home in this Texas city
2025 set an alltime high for firsttime buyers who used financial assets to buy a home or fund a down payment, according to the National Association of…
Bitcoin steadies above $63,000 as its worst week in months got a late macro rescue
A tiny Strategy sale raised a bigger question about Saylor’s neversell stance, while easing Iran fears and a strong SpaceX debut helped risk assets recover.…