J.P. Morgan SELL

JPM North America Research | US Internet Q2 preview

Jul 29, 202635 pages页

From the report报告摘录SpaceX ROIC Risk: SpaceX's projected 2025 ROIC of -137% signals severe operational vulnerability, contrasting sharply with Google/Amazon's 29-40% ROIC and Meta's 51% (2024), highlighting critical sector-specific risk.

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