Annual Report Analysis

In-depth interpretation of Thailand SET listed company annual reports, analyzing financial data, business conditions, future prospects and other key information.

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Thailand SET Exchange

泰股视角：高盛预测SpaceX AI收入2030或超百倍
Annual Report Analysis 2026-06-05 36

泰股视角：高盛预测SpaceX AI收入2030或超百倍

泰股IPO视角下，高盛预测SpaceX AI业务收入从2025年32亿美元增至2030年3220亿美元，约100倍；自由现金流到2031年转正并超720亿美元。

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泰股消费股再通胀“K型”复苏？瑞银给出首选名单
Annual Report Analysis 2026-06-05 52

泰股消费股再通胀“K型”复苏？瑞银给出首选名单

瑞银料中国下半年消费再通胀预期上行，消费板块现“K型”复苏。文中解读PPI/CPI、分化业绩与估值，并列出必需消费首选股与不看好标的。

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