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요약
SpaceX第3季財報優於預期並首度實現獲利，AI業務更首度成為最大營收來源，帶動盤後股價大漲。市場焦點延伸至太空AI算力與低軌衛星服務，隨著星艦商業化推進，台灣PCB、散熱、光通訊與半導體等供應鏈備受關注。法人操作動向分歧，投資人後續須密切觀察衛星部署進度與AI算力需求是否能轉化為實際訂單。
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If you click 'Accept all', we and our partners, including 254 who are part of the IAB Transparency & Consent Framework, will also store and/or access information on a device (in other words, use …