$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $納指三倍做多ETF(TQQQ)$
SpaceX上市在即 TQQQ破百在望
去年11月TQQQ完成2:1拆股,拆股後股價約50.25美元,猶如輕裝上陣的遠航船,自此開啟穩步上行之路。至上週五(5月1日)收市,價格已達65.16美元,短短數月漲幅近三成,強勢姿態盡顯,為年內衝刺百元關口築牢根基。
納指100今年5月起實施的新規,恰似為SpaceX量身訂製的「綠色通道」。舊規下新股需等待數月纔有機會納入指數,如今「快速准入」機制落地,並免除盈利要求,SpaceX上市後最快15個交易日即可光速躋身納指100。作為萬億級硬科技巨頭,SpaceX入指後將佔據核心權重,與特斯拉形成「雙星聯動」,成為拉動納指100上行的雙引擎。
更關鍵的是,SpaceX此次IPO發行量不足10%,流通籌碼稀缺如沙漠甘泉。全球追蹤納指100的被動基金規模超3萬億美元,入指後剛性買盤將瘋狂湧入,稀缺籌碼疊加巨額資金搶籌,股價易漲難跌,甚至大概率被推高溢價。而TQQQ作為納指100三倍槓桿ETF,將直接放大這波上漲紅利,成為最大受益者之一。
2026年下半年,特斯拉與SpaceX必將成為全球資本目光的焦點。SpaceX的商業航天霸主地位、特斯拉的新能源龍頭勢能,將持續推升納指100走強。TQQQ在拆股後流動性提升、上漲動能充沛,疊加SpaceX上市帶來的指數級催化,年內突破100美元大關並非奢望,甚至大概率迎來再次拆股,延續強者恆強的行情。
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