# 摩根大通看好 SpaceX 与 Grok 4.6 前景

- 来源：DogeDesigner (@cb_doge)
- 发布时间：2026-08-25 20:46
- AIHOT 分数：43
- AIHOT 链接：https://aihot.virxact.com/items/cmt8nuxth3hmgro7399i5m7gz
- 原文链接：https://x.com/cb_doge/status/2092232034542649848

## AI 摘要

摩根大通发布研报，维持 SpaceX“增持”评级，称其收购 Cursor 已提升 Grok 模型性能并强化企业 AI 战略。报告指出，Grok 4.6 以低于对手的成本实现前沿级智能，有望推动采用率增长，成为 SpaceX AI 收入的重要驱动力。

## 正文

BREAKING: JPMorgan published a new research note today and is increasingly bullish on @SpaceX as Grok’s momentum builds.

The bank maintained its Overweight rating, saying the recently completed Cursor acquisition is already improving Grok models and strengthening SpaceX’s enterprise AI strategy.

JPMorgan says Grok 4.6 combines frontier-level intelligence with meaningfully lower costs than rivals, which should support stronger adoption and make Grok an increasingly important driver of SpaceX’s AI revenue.