Morgan Stanley gives SpaceX (SPCX.US) a new label: “Safety Cushion” amid AI turbulence, with a target price set at $300

智通财经2026/09/17 06:21

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According to Zhihui Finance APP, since last Friday, a debate over whether the development of cutting-edge AI models should be "actively slowed down" has rapidly spread from the tech community to the capital markets. On September 12, Anthropic CEO Dario Amodei released a three-step plan calling for "setting the pace for the development of frontier AI." OpenAI's Sam Altman then announced that he would adopt Amodei's proposal for "independent evaluators with employee-level access." Even Elon Musk, who is usually known for his aggressive stance, has rarely joined this camp. On the first trading day after the news fermented, global technology stocks fell sharply.

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Deutsche Bank points out that as central banks in the US, Europe, and Japan are tightening policy simultaneously, the market may still be underpricing the eventual terminal rates. With oil prices remaining high, inflation may spill over into core inflation and wages. Moreover, financial conditions have not tightened in tandem, which could weaken the effect of rate hikes. Citing the experience of 2022, Deutsche Bank notes that the market then expected a total of around 200 basis points of Fed rate hikes in the first year, but the final figure exceeded 400 basis points, illustrating that the market often underestimates the terminal rate.

华尔街见闻•2026/09/21 16:11