目标2026年IPO：马斯克SpaceX估值有望翻倍至8000亿美元

Core Insights - SpaceX is initiating a new round of secondary stock sales, potentially doubling its valuation to $800 billion, surpassing OpenAI as the most valuable private company in the U.S. [1] - The company is evaluating the possibility of an initial public offering (IPO) in 2026, marking a significant step towards going public after nearly 25 years of operation [1] - The secondary share sale allows existing shareholders to cash out, providing new investors with an entry point into the company [2] Valuation and Market Sentiment - The target valuation of $800 billion represents a doubling from the previous secondary stock sale valuation of $400 billion [1] - Market sentiment is optimistic regarding the high valuation, supported by a loyal investor base accustomed to high valuations [2] - Key factors driving investor confidence include SpaceX's satellite internet business and its dominant position in government defense contracts [2] Financial Performance and Future Prospects - SpaceX is projected to achieve annual revenue of $15.5 billion [4] - The company is increasing investments in its Starship rocket program, which is crucial for future lunar missions and maintaining technological leadership [4] - The external environment is becoming favorable for SpaceX's IPO plans, with a recovery in the U.S. IPO market expected to begin in the summer of 2025 [4]