美股：SPCX上市，特斯拉是喜是忧。META异动。【2026-05-27】

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哈喽大家好

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欢迎回到阳光财经

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我是SUNY

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今天是2026年5月27号星期三

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标普指数今天大涨了一个点

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涨幅万分之二

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纳指涨了万分之七

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只有道指今天涨多一点

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涨了0.36%

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因此今天大盘基本上与昨天收盘持平

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涨幅非常有限

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经过一天的极度窄幅波动

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最短线的5日均线上移

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日K线仍在所有均线上

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所以短线趋势仍以上涨方向看待

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伊朗方面传出了一个消息

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利好股市

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说是美伊达成了初步协议草案

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美国将在第一阶段实现所有战线停火

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包括黎巴嫩境内的那条战线

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美国结束对伊朗的海上封锁

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释放伊朗相当一部分被冻结的海外资产

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美国军事力量撤离伊朗周边区域

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诶看起来都是美国让步

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那么关键的霍尔木兹海峡和核问题呢

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伊朗表示

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双方尚未就霍尔木兹海峡相关问题达成一致

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核问题也没有列入啊

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所以呢伊朗传出来的美国单方面的让步协议

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显然可信度不高

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白宫很快否认了伊朗公布的所谓谅解备忘录

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消息面真真假假的

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但油价是真的跌了

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布伦特原油截图价格94.45美元

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一桶100美元上方看起来形成了一个多重顶

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油价过高

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经济放缓

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甚至连AI行情都有可能面临系统性风险

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油价见顶回落无风险

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利率下降

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对股市的高估值再撑一撑是有利的

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以前我们说站桩结束利好什么股

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说的太早了

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但里面有一条就是用油成本比重大的

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航空股会受到伊朗战争结束的影响

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美联航达美航空等航空股上涨

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航空公司大的成本主要是由四个部分构成

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飞机等重资产的折旧费用

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航空燃油的成本

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人工成本以及借钱的财务成本

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燃油成本在航空公司成本当中

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占比可以占到1/3

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而且油价变动频繁持续

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对净利润形成冲击

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伊朗战争爆发后

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油价大涨

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一方面航空公司提高了燃油附加费

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另一方面行业的利润空间也是压缩了

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如果油价明显见顶回落

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航空公司可能会看到利润提升的预期

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航空这个行业目前是不如航天火箭

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卫星概念比较火爆

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有太空经济的想象空间

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民用航空相比之下就是一个重资产

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高杠杆的服务行业

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航天之所以火爆

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是因为SPACEX在6月份将会上市

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相关题材提前炒作

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比如ASTSRKLB等个股

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最近正在拉升阶段

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在SPACEX上市之前

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这些盘子不大

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题材相似的个股拉高后

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方便在SPACEX上市前后部分出货

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特斯拉因为盘子比较大

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不太受到航天概念的带动

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特斯拉虽然不是航天股

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但是却可以认为是SPACEX相关概念股

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至少可以归类为马斯克概念股

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市场上流传

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马斯克探讨过特斯拉与SPACEX合并的传闻

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这两家公司业务不同

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特斯拉现在和未来的主营业务是电动汽车

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机器人和相关软件

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近年来还开发AI芯片和电力存储业务

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SPACEX主业是火箭太空运力

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星链星舰和人工智能业务

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未来有星际殖民的梦想

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两家公司业务不同

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但是在人力资源管理层

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人工智能

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固定资产和设备等方面高度合作和密切往来

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远超一般的两家独立公司

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两家合作是有合并是子虚乌有

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SPACEX即将在6月12号上市

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一上市就进入美股前十大市值个股

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这样马斯克手上就有两家巨无霸上市公司

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没有合并的必要

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但是spaces上市对特斯拉会产生什么样的影响呢

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特斯拉的股东会不会抛售股票跑去炒SPACEX呢

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我认为在资金分流

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注意力转移和马斯克光环分享发

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面对特斯拉确实有一定的利空

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马斯克这样的牛人在人类历史上都不多见

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原来你看好马斯克只是买入特斯拉

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那现在有两家公司可以选择了

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别的不说

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光是木头姐就极有可能一上市就建仓

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Space

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它的颠覆

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创新

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航天技术等主题需要

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这个木头姐也有可能会卖出别的个股

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来调仓换股

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而不是卖出特斯拉

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在SPACEX招股书中提及

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特斯拉

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多次主要集中在关联交易和风险提示上面

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招股书中

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将马斯克的个人经历的分流作为核心风险因素

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他管理好几家公司

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时间和资源难免竞争

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SPACEX还与特斯拉有关联交易

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采购了1.31亿美元的CYBERTRUCK

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6.97亿的mega pack储能系统

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向特斯拉采购了6.5亿美元的商品和服务等

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特斯拉直接持有1900万股的SPACEX普通股

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A股

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与SPACEX合作推进TERRAFAB芯片项目

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目标是以太瓦算力

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特斯拉与space ef有千丝万缕的联系

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既是客户商业关系

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技术合作关系

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还是共同实际控制人股东关系等

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因此要说SPACEX的上述

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对特斯拉到底是好事还是坏事呢

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我觉得应该是好事

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一家两兄弟两个都成才好呢

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还是一个成才

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一个拖后腿好呢

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答案不言自明

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如果此次借兄弟公司上市炒作之机

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特斯拉能创历史新高

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则后市仍将看高一线

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大型明星股将最快15天纳入指数

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市场高度关注

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SPACEX上市后火速成为指数成分股的影响

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预计纳值100会很快把space纳入其中

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但标普500还不会

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因为标普500必须连续四个季度利润为正的

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才有加入的门槛

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spaces不是还亏着钱吗

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那是不可能进标普500的

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这样一来

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如此一个巨无霸加入纳指100

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那些被动基金只能无脑买入

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钱从哪里来呢

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基金开始准备调整仓位

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迎接space as

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那些可能会被剔除指数的个股会被卖出

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但还不止

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因为所有成分股的权重都会产生变化

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因此指数中的个股都有被卖出的压力

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苏大QQQVOOO等大盘指数ETF有一个好处

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就是跟着指数自我进化

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这是买个股所不能比的

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指数会优胜劣汰

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表现差的被踢出去

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有前景有希望的优等生会被记入

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持有指数ETF的投资者

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不需要调仓换股就能自动跟进

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还不必为这种基金内部的调仓换股

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产生纳税的义务

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所以说

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如果观众所在的国家

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对资本利得收税收的高的话

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买qq q voo o s spy

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只买不卖

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年年赚钱

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这些政府拿你一点办法也没有

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存储巨头大涨之后

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镁光三星海力士纷纷进入万亿市值俱乐部

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这些存储巨头通过长期供货协议

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锁定了未来三到5年的订单和供货价格

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似乎化解了存储芯片周期性涨跌的无奈

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美股存储芯片龙头美光科技

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今天继续上涨了3.63%

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当一只股票正在风口强劲上涨时

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通常不去预测多空

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只需要顺势看涨就可以了

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目前存储板块作为数据中心的瓶颈

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已经被机构拉高定价

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剩余上涨空间和药贸的风险来相比啊

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性价比可能也没有那么高啦

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最近北美房价低迷

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我还以为美国也是这样呢

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但今天看到彭博社一篇文章说

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旧金山的房子是一房难求啊

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得益于科技巨头AI行情和前所未有的财富浪潮

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旧金山的房产目前大涨

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房价创新高

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房租一年大涨22%

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这和当年蚂蚁金服药在A股上市时

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杭州房价大涨有相似之处

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人工智能这一波涨太多了

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财富效应已经溢出到了房地产市场

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这很难说不是一种泡沫

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但今天下午盘中出现突然拉升

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meta推出了订阅付费计划

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在INSTAGRAM

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FACEBOOK和what app

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上面

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推出了

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3.99美元和2.99美元的订阅计划

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被市场认为打破广告单一收入来源

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拓展多渠道收入的举措

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这三款社交软件的活跃用户数量非常吓人

218
00:09:29,899 --> 00:09:33,039
全球月活用户都在30亿左右

219
00:09:33,039 --> 00:09:36,940
这里面只要有非常小的比例转化为付费用户

220
00:09:36,940 --> 00:09:38,639
都是一大笔的钱

221
00:09:38,639 --> 00:09:41,960
sale force c r m盘后公布财报

222
00:09:41,960 --> 00:09:43,509
股价小幅下跌

223
00:09:43,509 --> 00:09:47,309
这是一支被认为有AI替代风险的SAAS软件股

224
00:09:47,309 --> 00:09:49,818
所以财报后有可能暴雷

225
00:09:49,818 --> 00:09:53,298
CRM公布的业绩还是超预期的

226
00:09:53,298 --> 00:09:55,379
营收111.3亿

227
00:09:55,379 --> 00:09:58,029
超过了预期的110.5亿

228
00:09:58,029 --> 00:10:00,529
EPS是3.88美元

229
00:10:00,529 --> 00:10:01,909
超过了预期

230
00:10:01,909 --> 00:10:04,370
公司将全年每股收益的预期

231
00:10:04,370 --> 00:10:08,399
上调到14.06美元和14.12美元之间

232
00:10:08,399 --> 00:10:10,059
全年营业收入预期

233
00:10:10,059 --> 00:10:12,769
459亿到462亿之间

234
00:10:12,769 --> 00:10:15,549
营收预期和市场预期相当

235
00:10:15,549 --> 00:10:18,470
EPS预期高于市场预期啊

236
00:10:18,470 --> 00:10:19,929
总体还是不错的

237
00:10:19,929 --> 00:10:21,529
市场担心的是

238
00:10:21,529 --> 00:10:25,529
AI会对CRM这种软件公司形成重大打击

239
00:10:25,529 --> 00:10:26,950
会替代软件

240
00:10:26,950 --> 00:10:30,570
今年以来软件股表现持续落后于大盘

241
00:10:30,570 --> 00:10:33,629
市场对财报好也没有太大的感觉

242
00:10:33,629 --> 00:10:37,139
满脑子都是未来会没生意做这样的担忧

243
00:10:37,139 --> 00:10:41,950
所以软件公司最近几个季度财报都是生死考验

244
00:10:44,409 --> 00:10:46,470
算是市场手下留情啦

245
00:10:46,470 --> 00:10:49,309
不知道明天交易会不会暴雷了

246
00:10:49,309 --> 00:10:50,789
昨天节目播出后

247
00:10:50,789 --> 00:10:52,179
有观众留言说

248
00:10:52,179 --> 00:10:54,539
三妮姐想买新的股票

249
00:10:54,539 --> 00:10:57,259
可是现有赚钱的股票又不舍得卖

250
00:10:57,259 --> 00:10:59,740
那为什么不用点杠杆呢

251
00:10:59,740 --> 00:11:01,539
有节制的用杠杆

252
00:11:01,539 --> 00:11:04,339
比如不超过两倍甚至1.5倍

253
00:11:04,339 --> 00:11:05,798
那应该是安全的

254
00:11:05,798 --> 00:11:07,658
不然赚了不舍得卖

255
00:11:07,658 --> 00:11:10,659
那怎么能享受到股票升值的好处呢

256
00:11:10,659 --> 00:11:13,639
况且用杠杆就是实践BBD

257
00:11:13,639 --> 00:11:15,539
既可以提取升值的红利

258
00:11:15,539 --> 00:11:16,799
又不用交税

259
00:11:16,799 --> 00:11:18,789
何乐而不为好

260
00:11:18,789 --> 00:11:20,419
这条我回应一下啊

261
00:11:20,419 --> 00:11:21,899
说来也是奇怪

262
00:11:21,899 --> 00:11:25,139
我在2022年以前还是有融资上杠杆的

263
00:11:25,139 --> 00:11:28,089
当时整天就是满仓杠杆搏一把

264
00:11:28,089 --> 00:11:30,188
现在胆子小了很多

265
00:11:30,188 --> 00:11:32,589
主要原因我觉得有两条

266
00:11:32,589 --> 00:11:35,969
一是现在不想像以前一样冒险了

267
00:11:35,969 --> 00:11:37,969
少赚钱和亏本的痛苦

268
00:11:37,969 --> 00:11:39,549
指数完全不一样啊

269
00:11:39,549 --> 00:11:44,279
少赚云淡风轻的亏本呢就比较难受啦

270
00:11:44,279 --> 00:11:45,440
第二条是

271
00:11:45,440 --> 00:11:49,539
现在我是油管美股中文股评排名靠前的博主啊

272
00:11:49,539 --> 00:11:52,419
可不敢把公开账户炒到爆仓啦

273
00:11:52,419 --> 00:11:55,919
上杠杆意味着暴利和爆仓二选一

274
00:11:55,919 --> 00:11:58,318
那还是小心一点比较好

275
00:11:58,318 --> 00:12:00,198
有观众问sunny

276
00:12:00,198 --> 00:12:02,460
半导体会追进去吗

277
00:12:02,700 --> 00:12:04,759
我现在追半导体的话

278
00:12:04,759 --> 00:12:06,960
那半导体肯定要见顶

279
00:12:06,960 --> 00:12:09,039
因为连我都formal

280
00:12:09,039 --> 00:12:11,720
大概市场也就极度疯狂了

281
00:12:11,720 --> 00:12:14,379
为此我决定不害大家

282
00:12:14,379 --> 00:12:17,240
专门就是抱着特斯拉和谷歌等

283
00:12:17,240 --> 00:12:21,019
什么时候马斯克一支火箭把特斯拉刷上天

284
00:12:21,019 --> 00:12:23,840
今天我的公开账户盈利829

285
00:12:23,840 --> 00:12:25,980
截图净值22.1万

286
00:12:25,980 --> 00:12:27,940
翻遍全仓找一圈

287
00:12:27,940 --> 00:12:29,850
就是没有存储股

288
00:12:29,850 --> 00:12:31,769
看着这波大行情

289
00:12:31,769 --> 00:12:33,970
说实话我有点赌啊

290
00:12:33,970 --> 00:12:34,690
好吧

291
00:12:34,690 --> 00:12:36,309
那今天的节目就分享到这里

292
00:12:36,309 --> 00:12:37,230
感谢大家收看

293
00:12:37,230 --> 00:12:38,409
我们下期节目再见

294
00:12:38,409 --> 00:12:39,159
拜拜

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