国联民生证券：SpaceX上市或致短期代理交易拆仓
2026-06-14 08:01:42
国联民生证券报告称，SpaceX首发上市后相关板块出现一定调整，短期可能引发proxy trade（代理交易）拆仓。据明报报道，该机构认为，中长期看SpaceX作为行业龙头的影响更可能回归为“定价锚点”，而非持续性的“抽血效应”。
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