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亿美元新债务以采购英伟达(NVDA)芯片，这一融资动作与瑞·达利欧关于人工智能泡沫临近破裂的警告在时间上形成强烈共振。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此次融资计划包含 100 亿美元银行贷款及 300 亿美元债券，旨在支撑其自 2 月收购 xAI 以来已超越火箭与 Starlink 业务收入的 AI 支出。此前 SpaceX(SPCX) 在 6 月首次股市募资中筹集近 860 亿美元，随后又发行 250 亿美元债券。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>尽管其 BBB 级信用评级低于 Meta(META) 和 Alphabet(GOOGL) 两个等级，摩根士丹利(MS)分析师亚当·乔纳斯预测，到 2035 年 SpaceX(SPCX) 每年借款规模或达 800 亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Woofun AI 整理数据显示，所有 35 位跟踪英伟达(NVDA)的华尔街分析师均给出买入建议，平均目标价定为 324.20 美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>然而市场对回报存在分歧35 位分析师中 28 人建议买入、5 人持有、2 人卖出，预计 12 个月后股价为 216.21 美元，较周五收盘价 162.57 美元高出约 33%，目标价区间为 75 美元至 450 美元。周五 SpaceX(SPCX) 股价为 162.57 美元，较 52 周高点低约 28%。第三季度业绩公布后，13.1 亿股内部人士持股可出售。《Motley Fool》杂志杰里米·鲍曼认为 SpaceX 可能在泡沫破裂时首当其冲，但否认泡沫即刻破裂。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>行业横向对比显示，Anthropic 未来计算投入计划达 5180 亿美元，OpenAI 则为 6650 亿美元。受 OpenAI 营收质疑影响，甲骨文(ORCL)股价在周四下跌。瑞·达利欧指出，若利率持续上升，抛售压力将不断增加，成为悬在所有 AI 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