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CLSA Notes SpaceX Certification of Entry Into Super Intelligence Era, Reiterates Outperform Rating
2026-10-02 15:02:33
SpaceX (SPCX.US) and NVIDIA (NVDA.US) jointly validated that AI has entered the era of Super Intelligence (SI), CLSA said in a research report, reiterating its Outperform rating on SpaceX with a target price of USD250.

The broker said discussions between Elon Musk and Jensen Huang at activities related to the US government were highly consistent with its initiation report on SpaceX and its 2024 views on the nuclear power industry.

Musk mentioned that China's power generation output is about three times that of the US, and stressed the need to ensure that the US has sufficient manufacturing capacity for logic and memory chips.

CLSA described SpaceX as the world's most technologically advanced enterprise group, possessing leading capabilities and market share across various sectors.
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AASTOCKS Financial News
Website: www.aastocks.com


This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.