AI 导读
突发：Oppenheimer 将 SpaceX 目标价上调 12% 至 280 美元，维持"跑赢大盘"评级。 该机构称，SpaceX 凭借其垂直整合的 AI 平台脱颖而出： • 收购 Cursor 已产生变革性影响。 • AI 使用率和效率超出预期。 • 新的 NVIDIA Rubin GPU 大约一年即可收回投资。
正文
BREAKING: Oppenheimer raises its SpaceX price target by 12% to $280 and maintains its Outperform rating.
The firm says SpaceX stands apart with its vertically integrated AI platform:
• Cursor acquisition is already having a transformative impact.
• AI usage and efficiency are ahead of expectations.
• New NVIDIA Rubin GPUs could repay their investment in roughly one year.
来源：@cb_doge · x.com