{"@context":"https://schema.org","@type":"NewsArticle","generatedAt":"2026-07-28T06:20:51.496Z","headline":"摩根士丹利分析师：若 SpaceX 股价跌至 100 美元，就预示其 AI 业务无价值","description":"摩根士丹利分析师认为，SpaceX 股价若跌至每股 100 美元，意味着市场对其 AI 业务估值已降至零。SpaceX 于 6 月中旬以 860 亿美元规模 IPO，本周最低跌至 110.85 美元，较发行价下跌 18%。分析师给予每股 300 美元目标价，其中超一半来自 AI 业务估值。","url":"https://www.aioga.com/news/cmrzw4n8001durop1o615puzu/","mainEntityOfPage":"https://www.aioga.com/news/cmrzw4n8001durop1o615puzu/","datePublished":"2026-07-25T04:29:04.000Z","dateModified":"2026-07-25T04:29:04.000Z","inLanguage":"zh-CN","publisher":{"@type":"NewsMediaOrganization","name":"Aioga","url":"https://www.aioga.com"},"citation":["https://www.ithome.com/0/981/473.htm","https://aihot.virxact.com/items/cmrzw4n8001durop1o615puzu"],"canonicalUrl":"https://www.aioga.com/news/cmrzw4n8001durop1o615puzu/","directAnswer":{"@type":"Answer","text":"Aioga 编辑摘要：摩根士丹利分析师认为，SpaceX 股价若跌至每股 100 美元，意味着市场对其 AI 业务估值已降至零。 Aioga 将其归入「技巧观点」方向，重点关注它对真实使用和行业竞争的影响。","url":"https://www.aioga.com/news/cmrzw4n8001durop1o615puzu/","dateCreated":"2026-07-25T04:29:04.000Z","author":{"@type":"Organization","@id":"https://www.aioga.com/authors/aioga-editorial/#editorial-team","name":"Aioga Editorial Team","url":"https://www.aioga.com/authors/aioga-editorial/"}},"evidence":[{"@type":"CreativeWork","name":"IT之家 source article","url":"https://www.ithome.com/0/981/473.htm","datePublished":"2026-07-25T04:29:04.000Z","provider":{"@type":"Organization","name":"IT之家","url":"https://www.ithome.com/0/981/473.htm"}},{"@type":"CreativeWork","name":"AIHot archive record","url":"https://aihot.virxact.com/items/cmrzw4n8001durop1o615puzu","datePublished":"2026-07-25T04:29:04.000Z","provider":{"@type":"Organization","name":"AIHot","url":"https://aihot.virxact.com/items/cmrzw4n8001durop1o615puzu"}}],"aggregationSource":"IT之家（RSS）","originalPublisher":{"name":"IT之家","url":"https://www.ithome.com/0/981/473.htm"},"article":{"id":"cmrzw4n8001durop1o615puzu","slug":"cmrzw4n8001durop1o615puzu","url":"https://www.aioga.com/news/cmrzw4n8001durop1o615puzu/","title":"摩根士丹利分析师：若 SpaceX 股价跌至 100 美元，就预示其 AI 业务无价值","title_en":"","summary":"摩根士丹利分析师认为，SpaceX 股价若跌至每股 100 美元，意味着市场对其 AI 业务估值已降至零。SpaceX 于 6 月中旬以 860 亿美元规模 IPO，本周最低跌至 110.85 美元，较发行价下跌 18%。分析师给予每股 300 美元目标价，其中超一半来自 AI 业务估值。","source":"IT之家（RSS）","sourceUrl":"https://www.ithome.com/0/981/473.htm","aiHotUrl":"https://aihot.virxact.com/items/cmrzw4n8001durop1o615puzu","publishedAt":"2026-07-25T04:29:04.000Z","category":"技巧观点","score":55,"selected":false,"articleBody":["IT之家：https://www.ithome.com/ 7 月 25 日消息，据彭博社 25 日（今天）报道，摩根士丹利分析师亚当 · 乔纳斯认为，SpaceX 近期股价大幅下跌，已经接近市场完全不给 AI 业务估值的水平。","SpaceX 于 6 月中旬完成规模达 860 亿美元（IT之家注：现汇率约合 5832.44 亿元人民币）的创纪录 IPO，但上市后的表现颇为波折。股价在前三个交易日 一度上涨近 50%，随后一路回落 ，本周早些时候最低 跌至 110.85 美元 （现汇率约合 751.8 元人民币），较发行价下跌 18%。","乔纳斯在致客户的报告中写道：“投资者情绪越来越悲观，但 SpaceX 的基本面大体没有改变。两者之间的明显背离，已经带来了颇具吸引力的买入机会。”","乔纳斯表示，许多投资者预计首批股份将于下月结束禁售，部分内部人士届时可以出售持股，SpaceX 股价 可能因此继续跌至每股 100 美元（现汇率约合 678.2 元人民币） 。按照乔纳斯的判断，每股 100 美元意味着市场对 SpaceX AI 业务的 估值已经降至零 ，甚至把 AI 业务视为 负资产 。","乔纳斯给予 SpaceX 每股 300 美元（现汇率约合 2035 元人民币） 的目标价，其中超过一半来自 AI 业务的估值。“我们接触的大多数投资者都对 Grok 和 Cursor 的估值大幅打折。AI 业务的资本支出 远高于航天及连接业务 ，商业模式仍有很大不确定性，还占用了管理层大量时间，因此许多投资者认为 AI 业务 没有价值 ，甚至会拖累整体估值。”","SpaceX 遭到抛售之际，市场资金正普遍撤出 计划为 AI 及配套基础设施投入数千亿美元的科技企业 。宏观经济环境不稳，美国与伊朗之间的紧张局势又推高油价，加剧了通胀担忧，投资者对风险资产的态度也随之转冷。","不过，华尔街仍然普遍看好 SpaceX。数据显示，在覆盖 SpaceX 的分析师中， 近 80% 建议买入 。平均目标价约为 232 美元（现汇率约合 1573 元人民币），意味着股价有望较目前水平上涨一倍以上。","除摩根士丹利外，共同牵头 SpaceX 此次发行的高盛集团、美国银行、花旗集团和摩根大通，也都给予 SpaceX 股票相当于“买入”的评级。"],"articleImages":[],"mediaStatus":"none","articleBodyZh":[],"translationStatus":"","bodyOrigin":"source-page","editorial":{"summary":"Aioga 编辑摘要：摩根士丹利分析师认为，SpaceX 股价若跌至每股 100 美元，意味着市场对其 AI 业务估值已降至零。 Aioga 将其归入「技巧观点」方向，重点关注它对真实使用和行业竞争的影响。","background":"背景分析：实践类内容的价值在于是否能被复现、是否有明确边界，以及它能否转化为稳定的开发或工作流方法。","viewpoint":"Aioga 判断：这条动态更适合作为行业观察信号，当前信息足以建立线索，但不足以推导长期结论。","implications":"影响分析：对相关团队而言，短期应先核对来源、可用范围和实际成本，再判断是否值得接入或跟进。","nextStep":"后续观察：继续观察示例是否可复现、工具版本变化、社区反馈和实际成本。","evidenceRefs":["title","summary","articleBody"],"confidence":"medium","status":"published","aiGenerated":false,"autoApproved":true,"generatedBy":"rule-safe-fallback","generatedAt":"2026-07-28T06:29:10.514Z","sourceHash":"95688cb479181e99","validation":{"passed":true,"mode":"rule-safe-fallback","checks":["schema","length","source-attribution","no-html"]}},"tags":["技巧观点","IT之家（RSS）"],"translations":{"zh-CN":{"title":"摩根士丹利分析师：若 SpaceX 股价跌至 100 美元，就预示其 AI 业务无价值","summary":"摩根士丹利分析师认为，SpaceX 股价若跌至每股 100 美元，意味着市场对其 AI 业务估值已降至零。SpaceX 于 6 月中旬以 860 亿美元规模 IPO，本周最低跌至 110.85 美元，较发行价下跌 18%。分析师给予每股 300 美元目标价，其中超一半来自 AI 业务估值。","category":"技巧观点","source":"IT之家","aggregationSource":"IT之家（RSS）","pageTitle":"摩根士丹利分析师：若 SpaceX 股价跌至 100 美元，就预示其 AI 业务无价值 - Aioga AI资讯","description":"摩根士丹利分析师认为，SpaceX 股价若跌至每股 100 美元，意味着市场对其 AI 业务估值已降至零。SpaceX 于 6 月中旬以 860 亿美元规模 IPO，本周最低跌至 110.85 美元，较发行价下跌 18%。分析师给予每股 300 美元目标价，其中超一半来自 AI 业务估值。","url":"https://www.aioga.com/news/cmrzw4n8001durop1o615puzu/"},"en":{"title":"Morgan Stanley Analyst: If SpaceX's stock price falls to $100, it indicates that its AI business is worthless","summary":"Morgan Stanley analysts believe that if SpaceX's stock price falls to $100 per share, it would mean that the market has valued its AI business at zero. SpaceX went public with an $86 billion IPO in mid-June, and this week it dropped to a low of $110.85 per share, down 18% from the issue price. Analysts have set a target price of $300 per share, with more than half coming from the valuation of the AI business.","category":"Insights","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Morgan Stanley Analyst: If SpaceX's stock price falls to $100, it indicates that its AI business is worthless - Aioga AI News","description":"Morgan Stanley analysts believe that if SpaceX's stock price falls to $100 per share, it would mean that the market has valued its AI business at zero. SpaceX went public with an $...","url":"https://www.aioga.com/en/news/cmrzw4n8001durop1o615puzu/","contentTranslated":true,"sourceHash":"84abdbf370f06aee","translatedAt":"2026-07-26T16:42:19.853Z"},"ja":{"title":"モルガン・スタンレーのアナリスト：もし SpaceX の株価が 100 ドルまで下落した場合、それは同社の AI 事業には価値がないことを示す","summary":"モルガン・スタンレーのアナリストは、SpaceX の株価が1株100ドルまで下がると、市場が同社のAI事業をゼロと評価していることを意味すると考えています。SpaceXは6月中旬に860億ドル規模でIPOを実施し、今週の最低株価は110.85ドルとなり、発行価格から18％下落しました。アナリストは1株あたり300ドルの目標株価を付けており、そのうち半分以上はAI事業の評価によるものです。","category":"ヒントと視点","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"モルガン・スタンレーのアナリスト：もし SpaceX の株価が 100 ドルまで下落した場合、それは同社の AI 事業には価値がないことを示す - Aioga AIニュース","description":"モルガン・スタンレーのアナリストは、SpaceX の株価が1株100ドルまで下がると、市場が同社のAI事業をゼロと評価していることを意味すると考えています。SpaceXは6月中旬に860億ドル規模でIPOを実施し、今週の最低株価は110.85ドルとなり、発行価格から18％下落しました。アナリストは1株あたり300ドルの目標株価を付けており、そのうち半分以上は...","url":"https://www.aioga.com/ja/news/cmrzw4n8001durop1o615puzu/","contentTranslated":true,"sourceHash":"84abdbf370f06aee","translatedAt":"2026-07-26T16:42:40.260Z"},"ko":{"title":"모건스탠리 분석가: 만약 SpaceX 주가가 100달러로 떨어지면, 이는 그들의 AI 사업이 가치가 없음을 의미한다","summary":"모건스탠리 분석가는 SpaceX 주가가 주당 100달러로 하락하면 시장이 그들의 AI 사업 가치를 제로로 평가한 것으로 본다고 생각하고 있다. SpaceX는 6월 중순 860억 달러 규모로 IPO를 진행했으며, 이번 주 최저가는 110.85달러로 공모가 대비 18% 하락했다. 분석가들은 주당 300달러 목표가를 제시했으며, 그 중 절반 이상이 AI 사업 가치에서 나왔다.","category":"인사이트","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"모건스탠리 분석가: 만약 SpaceX 주가가 100달러로 떨어지면, 이는 그들의 AI 사업이 가치가 없음을 의미한다 - Aioga AI 뉴스","description":"모건스탠리 분석가는 SpaceX 주가가 주당 100달러로 하락하면 시장이 그들의 AI 사업 가치를 제로로 평가한 것으로 본다고 생각하고 있다. SpaceX는 6월 중순 860억 달러 규모로 IPO를 진행했으며, 이번 주 최저가는 110.85달러로 공모가 대비 18% 하락했다. 분석가들은 주당 300달러 목표가를 제시했으며...","url":"https://www.aioga.com/ko/news/cmrzw4n8001durop1o615puzu/","contentTranslated":true,"sourceHash":"84abdbf370f06aee","translatedAt":"2026-07-26T16:43:23.128Z"},"es":{"title":"Analista de Morgan Stanley: Si el precio de las acciones de SpaceX cae a 100 dólares, eso indicaría que su negocio de IA no tiene valor","summary":"Los analistas de Morgan Stanley consideran que si el precio de las acciones de SpaceX cae a 100 dólares por acción, significa que el mercado ha valorado su negocio de IA en cero. SpaceX realizó una OPI a mediados de junio por un valor de 86.000 millones de dólares, y esta semana su precio cayó hasta 110,85 dólares, lo que representa una disminución del 18% respecto al precio de emisión. Los analistas fijaron un precio objetivo de 300 dólares por acción, de los cuales más de la mitad proviene de la valoración del negocio de IA.","category":"Ideas","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Analista de Morgan Stanley: Si el precio de las acciones de SpaceX cae a 100 dólares, eso indicaría que su negocio de IA no tiene valor - Aioga Noticias de IA","description":"Los analistas de Morgan Stanley consideran que si el precio de las acciones de SpaceX cae a 100 dólares por acción, significa que el mercado ha valorado su negocio de IA en cero. S...","url":"https://www.aioga.com/es/news/cmrzw4n8001durop1o615puzu/","contentTranslated":true,"sourceHash":"84abdbf370f06aee","translatedAt":"2026-07-26T16:43:19.421Z"},"fr":{"title":"Analyste de Morgan Stanley : Si le cours de l'action SpaceX tombe à 100 dollars, cela indique que son activité d'IA n'a aucune valeur","summary":"Les analystes de Morgan Stanley estiment que si le cours de l'action SpaceX tombe à 100 dollars par action, cela signifierait que le marché a évalué son activité d'IA à zéro. SpaceX a réalisé son introduction en bourse mi-juin à une valeur de 86 milliards de dollars, et cette semaine le cours a chuté à 110,85 dollars, soit une baisse de 18 % par rapport au prix d'émission. Les analystes fixent un objectif de cours de 300 dollars par action, dont plus de la moitié provient de l'évaluation de l'activité d'IA.","category":"Analyses","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Analyste de Morgan Stanley : Si le cours de l'action SpaceX tombe à 100 dollars, cela indique que son activité d'IA n'a aucune valeur - Aioga Actualités IA","description":"Les analystes de Morgan Stanley estiment que si le cours de l'action SpaceX tombe à 100 dollars par action, cela signifierait que le marché a évalué son activité d'IA à zéro. Space...","url":"https://www.aioga.com/fr/news/cmrzw4n8001durop1o615puzu/","contentTranslated":true,"sourceHash":"84abdbf370f06aee","translatedAt":"2026-07-26T16:44:06.809Z"},"de":{"title":"Morgan Stanley Analyst: Wenn SpaceX-Aktien auf 100 US-Dollar fallen, deutet das darauf hin, dass sein KI-Geschäft wertlos ist","summary":"Morgan-Stanley-Analysten sind der Ansicht, dass, wenn der Aktienkurs von SpaceX auf 100 US-Dollar pro Aktie fällt, dies bedeutet, dass der Markt die Bewertung seines KI-Geschäfts auf null gesenkt hat. SpaceX ging Mitte Juni mit einer Bewertung von 86 Milliarden US-Dollar an die Börse und fiel diese Woche auf ein Tief von 110,85 US-Dollar, was einem Rückgang von 18 % gegenüber dem Ausgabepreis entspricht. Die Analysten setzen ein Kursziel von 300 US-Dollar pro Aktie, wobei mehr als die Hälfte aus der Bewertung des KI-Geschäfts stammt.","category":"技巧观点","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Morgan Stanley Analyst: Wenn SpaceX-Aktien auf 100 US-Dollar fallen, deutet das darauf hin, dass sein KI-Geschäft wertlos ist - Aioga KI-News","description":"Morgan-Stanley-Analysten sind der Ansicht, dass, wenn der Aktienkurs von SpaceX auf 100 US-Dollar pro Aktie fällt, dies bedeutet, dass der Markt die Bewertung seines KI-Geschäfts a...","url":"https://www.aioga.com/de/news/cmrzw4n8001durop1o615puzu/","contentTranslated":true,"sourceHash":"84abdbf370f06aee","translatedAt":"2026-07-26T16:44:09.310Z"},"pt-BR":{"title":"Analista da Morgan Stanley: Se o preço das ações da SpaceX cair para 100 dólares, isso indicaria que seu negócio de IA não tem valor","summary":"Analistas da Morgan Stanley acreditam que, se as ações da SpaceX caírem para 100 dólares por ação, isso significaria que o mercado avaliou seu negócio de IA em zero. A SpaceX abriu o capital em meados de junho com uma IPO de 86 bilhões de dólares, e nesta semana caiu para 110,85 dólares, uma queda de 18% em relação ao preço de emissão. Os analistas estabeleceram um preço-alvo de 300 dólares por ação, sendo que mais da metade desse valor provém da avaliação do negócio de IA.","category":"技巧观点","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Analista da Morgan Stanley: Se o preço das ações da SpaceX cair para 100 dólares, isso indicaria que seu negócio de IA não tem valor - Aioga Notícias de IA","description":"Analistas da Morgan Stanley acreditam que, se as ações da SpaceX caírem para 100 dólares por ação, isso significaria que o mercado avaliou seu negócio de IA em zero. A SpaceX abriu...","url":"https://www.aioga.com/pt-BR/news/cmrzw4n8001durop1o615puzu/","contentTranslated":true,"sourceHash":"84abdbf370f06aee","translatedAt":"2026-07-26T16:44:49.668Z"},"ru":{"title":"Аналитик Morgan Stanley: если акции SpaceX упадут до 100 долларов, это будет означать, что их бизнес в сфере ИИ не имеет ценности","summary":"Аналитики Morgan Stanley считают, что если цена акций SpaceX упадет до 100 долларов за акцию, это будет означать, что рынок оценил её бизнес в области ИИ в ноль. SpaceX провела IPO в середине июня с оценкой в 86 миллиардов долларов, на этой неделе минимальная цена акции снизилась до 110,85 долларов, что на 18% ниже цены размещения. Аналитики установили целевую цену в 300 долларов за акцию, при этом более половины этой оценки приходится на бизнес в области ИИ.","category":"技巧观点","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Аналитик Morgan Stanley: если акции SpaceX упадут до 100 долларов, это будет означать, что их бизнес в сфере ИИ не имеет ценности - Aioga Новости ИИ","description":"Аналитики Morgan Stanley считают, что если цена акций SpaceX упадет до 100 долларов за акцию, это будет означать, что рынок оценил её бизнес в области ИИ в ноль. SpaceX провела IPO...","url":"https://www.aioga.com/ru/news/cmrzw4n8001durop1o615puzu/","contentTranslated":true,"sourceHash":"84abdbf370f06aee","translatedAt":"2026-07-26T16:44:58.062Z"},"ar":{"title":"محلل مورغان ستانلي: إذا انخفض سعر سهم SpaceX إلى 100 دولار، فهذا يشير إلى أن أعمال الذكاء الاصطناعي الخاصة بها بلا قيمة","summary":"يعتقد محللو مورغان ستانلي أنه إذا انخفض سعر سهم SpaceX إلى 100 دولار للسهم، فهذا يعني أن السوق قد قلل من قيمة أعمالها في مجال الذكاء الاصطناعي إلى صفر. قامت SpaceX بطرح عام أولي في منتصف شهر يونيو بقيمة 86 مليار دولار، وانخفض السهم هذا الأسبوع إلى أدنى سعر له عند 110.85 دولار، أي أقل بنسبة 18٪ من سعر الإصدار. وقد حدد المحللون هدفًا للسهم عند 300 دولار، حيث أن أكثر من نصف هذا التقييم يأتي من أعمال الذكاء الاصطناعي.","category":"技巧观点","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"محلل مورغان ستانلي: إذا انخفض سعر سهم SpaceX إلى 100 دولار، فهذا يشير إلى أن أعمال الذكاء الاصطناعي الخاصة بها بلا قيمة - Aioga أخبار الذكاء الاصطناعي","description":"يعتقد محللو مورغان ستانلي أنه إذا انخفض سعر سهم SpaceX إلى 100 دولار للسهم، فهذا يعني أن السوق قد قلل من قيمة أعمالها في مجال الذكاء الاصطناعي إلى صفر. قامت SpaceX بطرح عام أولي في...","url":"https://www.aioga.com/ar/news/cmrzw4n8001durop1o615puzu/","contentTranslated":true,"sourceHash":"84abdbf370f06aee","translatedAt":"2026-07-26T16:45:45.049Z"},"hi":{"title":"मॉर्गन स्टेनली के विश्लेषक: यदि SpaceX का शेयर मूल्य 100 डॉलर तक गिरता है, तो इसका मतलब है कि उसकी AI व्यवसाय की कोई कीमत नहीं है","summary":"मॉर्गन स्टेनली के विश्लेषकों का मानना है कि अगर SpaceX का शेयर मूल्य 100 डॉलर प्रति शेयर तक गिरता है, तो इसका मतलब है कि बाजार ने इसके एआई व्यवसाय के मूल्यांकन को शून्य मान लिया है। SpaceX ने जून के मध्य में 86 अरब डॉलर के आकार के आईपीओ के माध्यम से शेयर बाजार में प्रवेश किया, और इस सप्ताह इसका निचला स्तर 110.85 डॉलर तक गिरा, जो जारी मूल्य से 18% कम है। विश्लेषकों ने प्रत्येक शेयर के लिए 300 डॉलर का लक्ष्य मूल्य दिया है, जिसमें आधे से अधिक मूल्य एआई व्यवसाय के मूल्यांकन से आता है।","category":"技巧观点","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"मॉर्गन स्टेनली के विश्लेषक: यदि SpaceX का शेयर मूल्य 100 डॉलर तक गिरता है, तो इसका मतलब है कि उसकी AI व्यवसाय की कोई कीमत नहीं है - Aioga AI समाचार","description":"मॉर्गन स्टेनली के विश्लेषकों का मानना है कि अगर SpaceX का शेयर मूल्य 100 डॉलर प्रति शेयर तक गिरता है, तो इसका मतलब है कि बाजार ने इसके एआई व्यवसाय के मूल्यांकन को शून्य मान लिया है...","url":"https://www.aioga.com/hi/news/cmrzw4n8001durop1o615puzu/","contentTranslated":true,"sourceHash":"84abdbf370f06aee","translatedAt":"2026-07-26T16:45:42.262Z"},"it":{"title":"Analista di Morgan Stanley: se il prezzo delle azioni di SpaceX scende a 100 dollari, significa che il suo business AI non ha valore","summary":"Gli analisti di Morgan Stanley ritengono che se il prezzo delle azioni di SpaceX scendesse a 100 dollari per azione, ciò significherebbe che il mercato ha valutato a zero il business AI dell'azienda. SpaceX ha effettuato l'IPO a metà giugno con una valutazione di 86 miliardi di dollari e questa settimana il prezzo minimo ha raggiunto 110,85 dollari, in calo del 18% rispetto al prezzo di emissione. Gli analisti hanno fissato un prezzo obiettivo di 300 dollari per azione, di cui più della metà derivante dalla valutazione del business AI.","category":"技巧观点","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Analista di Morgan Stanley: se il prezzo delle azioni di SpaceX scende a 100 dollari, significa che il suo business AI non ha valore - Aioga Notizie IA","description":"Gli analisti di Morgan Stanley ritengono che se il prezzo delle azioni di SpaceX scendesse a 100 dollari per azione, ciò significherebbe che il mercato ha valutato a zero il busine...","url":"https://www.aioga.com/it/news/cmrzw4n8001durop1o615puzu/","contentTranslated":true,"sourceHash":"84abdbf370f06aee","translatedAt":"2026-07-26T16:46:27.375Z"},"nl":{"title":"Morgan Stanley-analist: Als de aandelenprijs van SpaceX daalt tot 100 dollar, duidt dat erop dat de AI-activiteiten waardeloos zijn","summary":"Morgan Stanley-analisten zijn van mening dat als de aandelen van SpaceX dalen tot 100 dollar per aandeel, dit betekent dat de markt de waardering van hun AI-activiteiten al op nul heeft gezet. SpaceX had medio juni een IPO van 86 miljard dollar, en deze week daalde de koers tot een minimum van 110,85 dollar, wat 18% lager is dan de uitgifteprijs. Analisten geven een koersdoel van 300 dollar per aandeel, waarvan meer dan de helft afkomstig is van de waardering van de AI-activiteiten.","category":"技巧观点","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Morgan Stanley-analist: Als de aandelenprijs van SpaceX daalt tot 100 dollar, duidt dat erop dat de AI-activiteiten waardeloos zijn - Aioga AI-nieuws","description":"Morgan Stanley-analisten zijn van mening dat als de aandelen van SpaceX dalen tot 100 dollar per aandeel, dit betekent dat de markt de waardering van hun AI-activiteiten al op nul...","url":"https://www.aioga.com/nl/news/cmrzw4n8001durop1o615puzu/","contentTranslated":true,"sourceHash":"84abdbf370f06aee","translatedAt":"2026-07-26T16:46:29.006Z"},"tr":{"title":"Morgan Stanley analisti: Eğer SpaceX hissesi 100 dolara düşerse, bu AI işinin değersiz olduğunu gösterir","summary":"Morgan Stanley analistleri, SpaceX hissesinin hisse başına 100 dolara düşmesi durumunda, piyasanın şirketin yapay zeka işini sıfır değerle değerlendirdiğini düşünüyor. SpaceX, haziran ortasında 86 milyar dolar değerlemeyle halka arz yapmıştı ve bu hafta en düşük 110,85 dolara gerileyerek ihraç fiyatının %18 altında işlem gördü. Analistler, hisse başına 300 dolarlık hedef fiyat belirlediler ve bu hedefin yarısından fazlası yapay zeka işinin değerlemesinden kaynaklanıyor.","category":"技巧观点","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Morgan Stanley analisti: Eğer SpaceX hissesi 100 dolara düşerse, bu AI işinin değersiz olduğunu gösterir - Aioga AI Haberleri","description":"Morgan Stanley analistleri, SpaceX hissesinin hisse başına 100 dolara düşmesi durumunda, piyasanın şirketin yapay zeka işini sıfır değerle değerlendirdiğini düşünüyor. SpaceX, hazi...","url":"https://www.aioga.com/tr/news/cmrzw4n8001durop1o615puzu/","contentTranslated":true,"sourceHash":"84abdbf370f06aee","translatedAt":"2026-07-26T16:47:09.629Z"},"vi":{"title":"Chuyên gia phân tích của Morgan Stanley: Nếu giá cổ phiếu SpaceX giảm xuống 100 USD, điều đó báo hiệu rằng mảng kinh doanh AI của họ không có giá trị","summary":"Các nhà phân tích của Morgan Stanley cho rằng, nếu giá cổ phiếu SpaceX giảm xuống còn 100 USD mỗi cổ phiếu, điều đó có nghĩa là thị trường đã định giá bằng 0 đối với mảng kinh doanh AI của công ty. SpaceX đã IPO vào giữa tháng 6 với quy mô 86 tỷ USD, và trong tuần này giá cổ phiếu thấp nhất là 110,85 USD, giảm 18% so với giá phát hành. Các nhà phân tích đưa ra mục tiêu giá 300 USD mỗi cổ phiếu, trong đó hơn một nửa đến từ định giá mảng kinh doanh AI.","category":"技巧观点","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Chuyên gia phân tích của Morgan Stanley: Nếu giá cổ phiếu SpaceX giảm xuống 100 USD, điều đó báo hiệu rằng mảng kinh doanh AI của họ không có giá trị - Tin tức AI Aioga","description":"Các nhà phân tích của Morgan Stanley cho rằng, nếu giá cổ phiếu SpaceX giảm xuống còn 100 USD mỗi cổ phiếu, điều đó có nghĩa là thị trường đã định giá bằng 0 đối với mảng kinh doan...","url":"https://www.aioga.com/vi/news/cmrzw4n8001durop1o615puzu/","contentTranslated":true,"sourceHash":"84abdbf370f06aee","translatedAt":"2026-07-26T16:47:09.204Z"},"id":{"title":"Analis Morgan Stanley: Jika harga saham SpaceX turun ke 100 dolar, itu menunjukkan bahwa bisnis AI-nya tidak bernilai","summary":"Analis Morgan Stanley berpendapat bahwa jika harga saham SpaceX turun menjadi 100 dolar AS per saham, itu berarti pasar telah menilai bisnis AI-nya menjadi nol. SpaceX melakukan IPO senilai 86 miliar dolar AS pada pertengahan Juni, dan minggu ini turun ke level terendah 110,85 dolar AS, turun 18% dari harga penawaran. Analis memberikan target harga 300 dolar AS per saham, lebih dari setengahnya berasal dari valuasi bisnis AI.","category":"技巧观点","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Analis Morgan Stanley: Jika harga saham SpaceX turun ke 100 dolar, itu menunjukkan bahwa bisnis AI-nya tidak bernilai - Berita AI Aioga","description":"Analis Morgan Stanley berpendapat bahwa jika harga saham SpaceX turun menjadi 100 dolar AS per saham, itu berarti pasar telah menilai bisnis AI-nya menjadi nol. SpaceX melakukan IP...","url":"https://www.aioga.com/id/news/cmrzw4n8001durop1o615puzu/","contentTranslated":true,"sourceHash":"84abdbf370f06aee","translatedAt":"2026-07-26T16:47:50.629Z"},"th":{"title":"นักวิเคราะห์ของมอร์แกน สแตนลีย์: หากราคาหุ้น SpaceX ลดลงเหลือ 100 ดอลลาร์ ก็หมายความว่าธุรกิจ AI ของบริษัทไม่มีค่า","summary":"นักวิเคราะห์ของมอร์แกน สแตนลีย์เชื่อว่าหากหุ้น SpaceX ลดลงไปถึง 100 ดอลลาร์ต่อหุ้น นั่นหมายความว่าตลาดได้ประเมินค่าธุรกิจ AI ของบริษัทเป็นศูนย์ SpaceX เปิดขายหุ้น IPO มูลค่า 86 พันล้านดอลลาร์ในกลางเดือนมิถุนายน และในสัปดาห์นี้ราคาหุ้นต่ำสุดอยู่ที่ 110.85 ดอลลาร์ ลดลง 18% จากราคาเสนอขาย นักวิเคราะห์ตั้งเป้าราคาหุ้นที่ 300 ดอลลาร์ต่อหุ้น โดยกว่าครึ่งมาจากการประเมินค่าธุรกิจ AI","category":"技巧观点","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"นักวิเคราะห์ของมอร์แกน สแตนลีย์: หากราคาหุ้น SpaceX ลดลงเหลือ 100 ดอลลาร์ ก็หมายความว่าธุรกิจ AI ของบริษัทไม่มีค่า - ข่าว AI Aioga","description":"นักวิเคราะห์ของมอร์แกน สแตนลีย์เชื่อว่าหากหุ้น SpaceX ลดลงไปถึง 100 ดอลลาร์ต่อหุ้น นั่นหมายความว่าตลาดได้ประเมินค่าธุรกิจ AI ของบริษัทเป็นศูนย์ SpaceX เปิดขายหุ้น IPO มูลค่า 86 พัน...","url":"https://www.aioga.com/th/news/cmrzw4n8001durop1o615puzu/","contentTranslated":true,"sourceHash":"84abdbf370f06aee","translatedAt":"2026-07-26T16:48:02.991Z"},"pl":{"title":"Analityk Morgan Stanley: Jeśli cena akcji SpaceX spadnie do 100 dolarów, będzie to oznaczać, że jej działalność w zakresie AI jest bezwartościowa","summary":"Analitycy Morgan Stanley uważają, że jeśli cena akcji SpaceX spadnie do 100 USD za akcję, oznacza to, że rynek wycenił jej działalność w zakresie sztucznej inteligencji na zero. SpaceX przeprowadził IPO o wartości 86 miliardów USD w połowie czerwca, a w tym tygodniu cena minimalna spadła do 110,85 USD, co stanowi spadek o 18% w porównaniu z ceną emisyjną. Analitycy ustalili cenę docelową na poziomie 300 USD za akcję, z czego ponad połowa wynika z wyceny działalności AI.","category":"技巧观点","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Analityk Morgan Stanley: Jeśli cena akcji SpaceX spadnie do 100 dolarów, będzie to oznaczać, że jej działalność w zakresie AI jest bezwartościowa - Aioga Wiadomości AI","description":"Analitycy Morgan Stanley uważają, że jeśli cena akcji SpaceX spadnie do 100 USD za akcję, oznacza to, że rynek wycenił jej działalność w zakresie sztucznej inteligencji na zero. Sp...","url":"https://www.aioga.com/pl/news/cmrzw4n8001durop1o615puzu/","contentTranslated":true,"sourceHash":"84abdbf370f06aee","translatedAt":"2026-07-26T16:48:46.535Z"}}}}