SpaceX估值超越OpenAI，翻倍冲8000亿，明年下半年准备上市

Group 1 - SpaceX's valuation is projected to rise from $400 billion to $800 billion, with an IPO planned for the second half of next year [1][4] - The company is currently in discussions for an internal share sale, with potential new share prices estimated around $300, leading to a valuation of approximately $560 billion [4][8] - The board has been actively preparing for this move, indicating a strategic shift towards enhancing liquidity for employees and early shareholders [4][6] Group 2 - SpaceX's business model is driven by both rocket launches and satellite networks, with Falcon 9 being the mainstay for commercial and crewed launches [6] - The Starlink satellite network has nearly 9,000 satellites and over 8 million active users, providing a strong revenue stream [6] - A significant acquisition involving EchoStar for spectrum trading has been agreed upon, with an investment exceeding $20 billion, aimed at expanding mobile satellite services [6][8] Group 3 - The overall strategy suggests that investors will have the opportunity to invest in a complete ecosystem of SpaceX's launch capabilities and satellite network, rather than isolated business units [6][8] - There is a caution regarding the potential volatility in the secondary market for internal share sales, with fluctuating estimates and uncertainties surrounding final pricing [6][8]