“木头姐”投资公司ARK重磅预测：SpaceX市值到2030年将达2.5万亿美元

Group 1 - Ark Invest projects that SpaceX's enterprise value could reach approximately $2.5 trillion by 2030, based on a Monte Carlo simulation considering 17 key variables reflecting the company's growth potential over the next two decades [1] - The valuation scenarios provided by Ark Invest include a base case of $2.5 trillion, a pessimistic case of $1.7 trillion, and an optimistic case of $3.1 trillion, highlighting the impact of strategic initiatives such as satellite development and Mars colonization [1] - SpaceX's ambitious future plans include the full deployment of the Starlink satellite constellation, expected to generate up to $300 billion annually by 2035, capturing about 15% of global communication spending [3] Group 2 - The reusability of the Starship is a critical factor in Ark Invest's assessment, aiming to reduce launch costs and turnaround times, which aligns with the Wright's Law indicating that efficiency improvements will accelerate returns on investment [3] - SpaceX is reportedly accelerating its IPO preparations, aiming for a full company IPO in the second half of next year, contrasting with previous statements about a delayed Starlink business IPO [4] - SpaceX has deployed over 9,000 satellites for its Starlink low Earth orbit internet network, significantly outpacing competitors like Amazon's Project Kuiper, and plans to expand its satellite constellation further with the development of the Starship rocket [4]