SpaceX 获 Raymond James 强力买入评级，目标价 $800
Raymond James 重申对 SpaceX 相关标的 $SPCX 的强力买入评级，给出华尔街最高的 $800 目标价，理由是 SpaceX 已向 FAA 申请每年在 Boca Chica 发射 456 次 Starship、回收 912 次。
Raymond James reiterates Strong Buy on $SPCX with a Street-high $800 price target!
The reason is SpaceX's FAA filing for up to 456 Starship launches and 912 landings a year at Boca Chica
At 60 V3 Starlink satellites per Starship, phase one's 100 flights a year means about 6,000 satellites. The full 456 flights means about 27,400
At 100 tons of payload and 100 kW per ton, Raymond James says 100 flights could deploy about 1 GW of orbital AI compute every year
That's before counting the Florida pads (44 a year at LC-39A, 76 at SLC-37) and Louisiana's planned $100 billion 10-pad spaceport
And Elon confirmed the upper stage catch is coming on the next flight, about 4-6 weeks out
Starlink and Orbital Compute are the future products of SpaceX and the competition is many years behind these products (and the ability to deploy them)
SpaceX is building the strongest moats in the world and that's why the stock deserves to be much higher than it is today
来源：KyleReidhead · x.com