伯恩斯坦：星舰是SpaceX证明其估值合理性的最核心要素

Odaily Planet Daily News In a report to clients on Friday, Bernstein stated that Starship is the most critical element for SpaceX to justify its valuation. The report also listed three other key issues the company needs to address: semiconductor availability, regulatory processes, and computing power. According to the report, as SpaceX works to build orbital data centers, it will need to equip its data center satellites with a large number of processors, and each Starship launch will require approval from the Federal Aviation Administration (FAA).

Additionally, as the company seeks to become a leader in the AI field following its merger with Musk's xAI in February of this year, it must continuously build computing power in a resource-constrained environment. Despite this, Bernstein analysts recommend buying the stock and have set a price target of $239 ahead of Tuesday's earnings report. "We believe quarterly results are not the key focus," the analysts wrote. "What matters is the level of confidence management demonstrates in the company's growth trajectory."