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市场消息:俄罗斯电商巨头Wildberries位于叶卡捷琳堡(距俄乌边境约1750公里)的仓库遭到乌克兰无人机袭击。
2026-07-25
市场消息:俄罗斯电商巨头Wildberries位于叶卡捷琳堡(距俄乌边境约1750公里)的仓库遭到乌克兰无人机袭击。
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2026-07-24
加拿大6月原材料价格指数月率 -6.9%,预期-1.30%,前值0.70%。
加拿大6月原材料价格指数月率 -6.9%,预期-1.30%,前值0.70%。
2026-07-25
Morgan Stanley analyst Adam Jonas said Friday the recent selloff has pushed SpaceX’s stock to a level that effectively prices its AI business at zero. Jonas wrote investor pessimism appears disconnected from fundamentals and creates an attractive buying opportunity. He warned upcoming lock-up expirations next month could allow insider sales and potentially drive the share price as low as $100 — a level that would imply zero or negative value for the AI unit. Jonas assigns a $300 target price, wi
Morgan Stanley analyst Adam Jonas said Friday the recent selloff has pushed SpaceX’s stock to a level that effectively prices its AI business at zero. Jonas wrote investor pessimism appears disconnected from fundamentals and creates an attractive buying opportunity. He warned upcoming lock-up expirations next month could allow insider sales and potentially drive the share price as low as $100 — a level that would imply zero or negative value for the AI unit. Jonas assigns a $300 target price, with more than 50% of the valuation attributable to SpaceX’s AI business.
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