{"schema":"hottub-news/story/v1","story":"st_u45wjrbfiy2ez4wclfhq","title":"SpaceX走高獲TD Cowen買進評級 看好AI運算成主要收入","title_en":"SpaceX gains TD Cowen buy rating due to AI computing as main revenue","outlets":3,"brief":null,"page":"https://hottub.news/stories/spacex-stock-higher-as-td-cowen-initiates-at-buy-sees-ai-compute-u45wjrbfiy","count":3,"items":[{"id":"n_aumwsc63g4drjb4xwx3q","seq":796708,"kind":"article","title":"TD Cowen Starts SpaceX at Buy, Sees AI Compute Driving Growth","url":"http://www.econotimes.com/TD-Cowen-Starts-SpaceX-at-Buy-Sees-AI-Compute-Driving-Growth-1753464","published":"2026-09-30T00:57:17Z","seen":"2026-09-30T00:57:17Z","lang":"en","source":{"id":"econotimes.com","name":"econotimes.com","domain":"econotimes.com"},"via":"gdelt-gkg-english","topics":["politics","economy","business"],"entities":[{"id":"Q16952393","name":"TD Cowen","type":"org"},{"id":"Q193701","name":"SpaceX","type":"org"}],"story":"st_u45wjrbfiy2ez4wclfhq","category":"science-technology","category_p":0.5699999928474426,"category2":"economy-business","sentiment":"positive","tone":0.3199999928474426,"political":0.09000000357627869},{"id":"n_mzvcayvhputnbakmoobq","seq":790155,"kind":"article","title":"SpaceX走高獲TD Cowen買進評級 看好AI運算成主要收入","title_en":"SpaceX gains TD Cowen buy rating due to AI computing as main revenue","url":"https://news.cnyes.com/news/id/6618259","summary":"TD Cowen首度給予SpaceX「買進」，目標價200美元，股價周二漲2.6%，看好AI資料中心運算出租業務。 該行估AI運算租賃今年營收144億美元、2027年660億美元，2027年Q1將成營收主力。 該行預期SpaceX 2027年AI資本支出1,600億美元、2030年轉正現金流。","published":"2026-09-29T23:20:02Z","seen":"2026-09-29T23:53:36Z","lang":"zh","country":"TW","source":{"id":"kite-news-cnyes-com-887ba2","name":"news.cnyes.com","domain":"news.cnyes.com"},"via":"kite-news-cnyes-com-887ba2","topics":["美股雷達"],"authors":["鉅亨網編譯陳又嘉"],"entities":[{"id":"Q193701","name":"SpaceX","type":"org"},{"id":"Q16952393","name":"TD Cowen","type":"org"}],"image":"https://cimg.cnyes.cool/static/rss/default/m/03.jpg","story":"st_u45wjrbfiy2ez4wclfhq","category":"economy-business","category_p":0.8100000023841858,"sentiment":"positive","tone":0.6200000047683716,"political":0.05000000074505806},{"id":"n_u45wjrbfiy2ez4wclfhq","seq":763325,"kind":"article","title":"SpaceX stock higher as TD Cowen initiates at 'Buy,' sees AI compute driving majority of revenue","url":"https://www.aol.com/articles/spacex-stock-higher-td-cowen-193713000.html","published":"2026-09-29T19:37:00Z","seen":"2026-09-29T20:33:22Z","lang":"en","source":{"id":"aol.com","name":"aol.com","domain":"aol.com","outlet":{"wikidata":"Q27585","name":"AOL","type":"website","country":"US","designations":["business","company","enterprise","media company","online service provider","search engine","web portal"]}},"via":"gdelt-gkg-english","topics":["economy","business"],"authors":["AOL"],"entities":[{"id":"Q193701","name":"SpaceX","type":"org"},{"id":"Q16952393","name":"TD Cowen","type":"org"}],"story":"st_u45wjrbfiy2ez4wclfhq","category":"economy-business","category_p":0.8700000047683716,"sentiment":"positive","tone":0.38999998569488525,"political":0.03999999910593033}]}