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SpaceX做空比例飙至32% 马斯克警告空头：几无存活可能！_我的网站

A |     财联社7月22日讯（编辑 卞纯）在多项关键催化剂事件到来之际，做空者已将针对该公司的空头头寸提升至其可公开交易股份的近三分之一。    

    Yin Yunzhen introduces to Sakolsky the harvest from the once-barren wasteland. Photo: Lin Xiaoyi/GT
On Monday afternoon, American teacher Ronald Sakolsky visited the homeland of Chinese desert fighter Yin Yuzhen in Uxin Banner of Ordos, Inner Mongolia Autonomous Region. This was a place the American man had visited in 2000 and it has completely changed since then.
In 1999, Sakolsky, a teacher in a China-US education exchange program, was touched by a report on Yin and her husband's afforestation efforts in the harsh wilderness of Mu Us Desert, and raised $5,000 to support her green cause. During that visit, they took pictures - in front of the sunken pit where the Yin couple once resided and in the barren land with a finger-thin sapling they had just planted against a backdrop of dust and bare earth.
What has the $5,000 changed? 
On Monday, they came to the Sakolsky forest - a permanent tribute honoring Sakolsky's early contribution to the region's ecological revival - and replicated the vintage pictures, standing in front of a pit that has long been abandoned and beside a newly planted sapling. This time, however, there are bushes and trees in the background. 
This contrast not only witnessed their friendship across time and the Pacific Ocean, but also showcased a promise Yin has kept for 27 years and a green dream that has been made possible through generations of joint unwavering efforts from Yin, her husband and countless other sand fighters. 
Homecoming with family cooking 

Yin hosted Sakolsky on Monday at her home,  filling the air with the aroma of home-cooked meals during their long-awaited reunion. Watermelons were served along with other fresh fruits and vegetables, all harvested locally. Yin told the Global Times earlier that she learned the English word "more" to persuade him to eat more.  
In 1999, Yin had few options for showing her hospitality, so she cooked a bowl of plain noodles for Sakolsky. Now, the harsh wasteland has transformed into a vibrant green oasis, thanks to unwavering afforestation efforts.
In the courtyard, the Global Times reporter saw Yin grinning from ear to ear with pride as she introduced the produce from the farmland - green pepper longer than a palm, a bottle gourd even bigger than Yin's head, and bags of foxtail millet packaged with the assistance of Yin's grandchildren, who are proud of the family's generations of commitment to green causes.    
During a tour of Yin's home, Sakolsky was impressed by the beautiful house with its green courtyard, saying "You deserve every centimeter of this house." Throughout the visit, he repeatedly praised Yin's hands, which the desert fighter and model worker used to change both the land and her own life through arduous work. 
The $5,000 Sakolsky donated in 1999 was equivalent to three years' income for Yin's entire family at the time. Today, that money has grown into more than 50,000 trees.
But Yin's journey did not stop there. Over the following decades, with the support of China's growing ecological restoration policies — including subsidies for afforestation and compensation for forest managers — she transformed the barren land into a productive family forest farm. Her success has inspired many others in the region to take up tree planting and sand control, transforming what was once a desperate struggle into a sustainable livelihood.
From the sandy hollow where the Yin couple lived in in 1985 and the earth hut they resided in until 1993, to the solid brick house Sakolsky saw when he last visited, and the two-story house the big family now lives in, the change in living environment is a clear example of ecological dividends.  
Uxin Banner lies in the heartland of the Mu Us Desert. The desertification rate was over 90 percent in the 1950s and forestation coverage was merely 7.2 percent as of 1980. Now, the forestation rate has increased to 33 percent, while plantation coverage has expanded to 85 percent, per official data. 
    Sakolsky and Yin enjoy watermelons and other fruits at Yin's home. Photo: Lin Xiaoyi/GT
Carry on the greenness, kindness 
This miracle would have been impossible without numerous people like Yin, long-term systematic planning and scientific governance. 
Chen Ziliang, an expert from the local forestry and grassland bureau, said that Mu Us Desert's sand‑control journey has evolved from collective afforestation to contract desert‑reclamation, moving beyond the simple goal of "keeping trees alive" to restoring vegetation based on water‑resource conditions.  
Putting the idea of "lucid waters and lush mountains are invaluable assets" into practice, Uxin Banner no longer views "greenness" and "growth" as an either‑or proposition. On restored sandy lands, the under‑forest economy, eco‑agriculture and eco‑tourism have flourished. Sand‑fixing shrubs are now processed into animal feed and biomass fuel, and local authorities are exploring photovoltaic‑powered desert control, the Global Times learned. 
Sand control is no longer just about keeping sand away; it's a development approach that guarantees a greener and better living environment alongside a booming economy and increasing incomes. 
On Monday afternoon, when Sakolsky finally stepped into the forest named after him, this American teacher witnessed the Chinese woman's perseverance and commitment to her promises. The $5,000 donated without expectations has grown into a thriving forest of around 50,000 trees. 
"A promise is a promise. Ms. Yin fulfilled her promise," Sakolsky said. After 27 years, the wasteland is green, and Sakolsky and Yin are "brother and sister." 
"This is the answer to how we guide young people: We must teach them love and perseverance. We need to show young people photos of Ms. Yin planting trees, digging the soil with her bare hands," Sakolsky remarked while packing a jar of sand. He said he planned to bring it back to the US, telling his grandchildren it is not just a jar of sand, but "a jar of love."   
Sakolsky told the Global Times earlier that the younger generation only knows about the dust-covered landscape from photos and stories of the elderly. It is important to tell them how the greenness is achieved, and how every single person can contribute to making an extensive forest in the harshest environment. 
"I see where China and America can work together. I see it, so I will not quit. She [Yin] never quit. 'Quit' is not in her vocabulary," Sakolsky said with emotion on Monday. 
"Chinese and Americans can be family. We can get over the differences if we focus on the similarities... If we focus on our similarities and not our differences, we can solve the problems."
At the end of Monday's schedule, Yin and Sakolsky planted another sapling together, just as they did about three decades ago, but in a completely different landscape. 
This new sapling carries on the story of not only greenness through generations of joint efforts, but also kindness across the Pacific Ocean. 
。马斯克日前警告称，做空SpaceX的投资者几无存活可能。

B |          据金融分析机构S3 Partners估算，目前约有2.06亿股SpaceX股份被做空，约占该公司可公开交易流通股的32%，名义空仓规模约250亿美元。这一数据较上周约1.85亿股（占29%流通股）有所增加，也较约一个月前估计的4000万股（约5%至7%流通股）大增。         S3研究主管Matthew Unterman表示，在多项关键催化事件即将到来之前，空头持续加码做空，这些潜在催化因素包括SpaceX将公布上市后的首份财报，以及随之而来的限售股分阶段解禁。         面对不断攀升的空头头寸，马斯克日前在X平台发文回应，直言做空 SpaceX 的投资者最终必将亏损。         “长期重仓做空SpaceX的机构，存活概率极低。”马斯克写道。他还表示，“我说过，若我们达成目标，SpaceX的价值将超越整个地球，这一点毋庸置疑。

C | ”          SpaceX周二确认，将于8月4日美股盘后发布上市以来的首份季度财报。

D | 这份财报将让投资者首次详细了解该公司的经营状况，也将成为下一轮多空博弈的关键考验。

E |          眼下，投资者正在权衡SpaceX长期前景、当前估值，以及限售股解禁的影响。

F | 多头看好该公司在航天发射领域的领先地位、Starlink业务的扩张及其人工智能布局；而空头则质疑，公司未来的增长空间究竟还有多少尚未被当前股价计入。         SpaceX于6月12日完成IPO，募资规模超850亿美元，创下全球史上最大IPO纪录。上市初期股价一度走高，市值一度超越亚马逊，成为全球市值第五大的公司，但随后股价和市值便持续回落。

G |          自6月16日的股价峰值算起，SpaceX市值已缩水约1万亿美元。最近一波股价下跌的导火索是该公司取消了上市后的首次星舰发射任务。该任务原定于上周四执行。SpaceX已表示，计划于7月23日再次尝试发射“星舰”火箭。         周二，SpaceX股价上涨约3%，报123.54美元，终结了连续七个交易日的下跌走势, 但仍低于其135美元的IPO发行价。此前，麦格理分析师重申对该股的“跑赢大盘”评级，并建议投资者在近期该股走弱后逢低买入。         （财联社 卞纯）。

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