摩根大通重申对SpaceX(SPCX.O)的“超配”评级和240美元的目标价

Odaily Planet Daily News: Morgan Stanley reiterated its "Overweight" rating and $240 price target on SpaceX (SPCX.O), citing growing confidence in its Grok AI prospects. The firm specifically highlighted SpaceX's acquisition of Cursor, which reportedly has an annual recurring revenue (ARR) of approximately $4 billion, with 75% derived from enterprise business. Morgan Stanley expects Cursor to enhance SpaceX's enterprise AI strategy, model training data, and Grok's performance. (Jin Shi)