*Walter Bloomberg|11月 09, 2026 09:56
SPCX - STIFEL REITERATES BUY ON SPACEX WITH $190 PRICE TARGET
Stifel maintains its Buy rating on SpaceX, arguing that tighter US data-center permitting could create new opportunities.
With $40 billion in committed GPU financing, SpaceX could acquire stalled AI infrastructure projects with secured power access.
The firm also sees growing potential for orbital computing, while Qualcomm's selection as a radio supplier strengthens SpaceX's mobile-network ambitions.(彭博社)
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