马斯克否认“SpaceX 拟通过股份出售寻求8000亿美元估值”的传闻!估值提升取决于星舰和星链的推进进展
Sou Hu Cai Jing·2025-12-07 01:06

Group 1 - Elon Musk denied that SpaceX is raising funds at an $800 billion valuation, stating that the information is inaccurate [2] - SpaceX has maintained positive cash flow for years and conducts regular stock buybacks to provide liquidity for employees and investors [2] - The company's valuation is influenced by the progress of Starship and Starlink, as well as acquiring spectrum for global mobile network connectivity [2] Group 2 - Musk emphasized that NASA's contribution to SpaceX's total revenue will not exceed 5% next year, with commercial Starlink being the largest revenue contributor [3] - He refuted claims that SpaceX relies on NASA subsidies, asserting that the company secures contracts due to its performance and cost efficiency [3] Group 3 - Reports indicate that SpaceX is preparing for an internal share sale that could value the company at $800 billion, potentially reclaiming its title as the most valuable private company [4] - The share sale price is discussed to be above $400 per share, significantly higher than the $212 per share valuation from July, which valued the company at $400 billion [4] - The company is also exploring the possibility of an IPO as early as the end of next year [4] Group 4 - Following the valuation news, EchoStar Corp's stock rose by up to 18%, as the company had previously agreed to sell spectrum licenses to SpaceX for $2.6 billion [5] - SpaceX is the leading rocket launch provider globally, primarily using the Falcon 9 rocket for satellite and crew missions [6] - The Starlink system, consisting of over 9,000 satellites, positions SpaceX as a leader in the near-Earth orbit service sector [6] Group 5 - SpaceX is among the few elite companies capable of raising over $100 billion while delaying or denying IPO plans [7] - An IPO at an $800 billion valuation would place SpaceX among the top 20 publicly traded companies, just below Tesla [7] - If 5% of the company is sold, it would require issuing $40 billion in stock, potentially becoming the largest IPO in history [7] Group 6 - SpaceX executives have previously suggested spinning off the Starlink business into a separate publicly traded company, a concept first proposed in 2020 [8] - Musk has expressed skepticism about the IPO possibility, while the CFO indicated that a Starlink IPO is more likely in the coming years [8] - SpaceX aims to push for a company-wide IPO in the second half of next year, providing liquidity options for investors through secondary sales [8]