SpaceX估值冲击8000亿美元，计划2026年下半年上市

Group 1 - SpaceX is negotiating a new round of internal share sales, aiming for a valuation of $800 billion, doubling from $400 billion in the summer of this year, and surpassing OpenAI's previous record of $500 billion [1][3] - The company's board recently met to discuss the details and price range of the share offering, with plans to go public in the second half of 2026 [3][8] - The CFO has communicated the internal share sale plan to investors, with potential share prices around $300, leading to an estimated valuation of approximately $560 billion [3][5] Group 2 - SpaceX's valuation surge is driven by its leading position in the aerospace and satellite communication sectors, dominating the global satellite launch market with the Falcon 9 series and advancing the Starship rocket for future missions [5][7] - The Starlink satellite internet service has become a key growth engine, with around 9,000 satellites deployed and over 8 million global users, significantly outpacing competitors like Amazon [5][7] - SpaceX's acquisition of EchoStar's spectrum assets, valued at over $20 billion, aims to enhance its satellite service offerings [5] Group 3 - The IPO plan has shifted from a potential spin-off of the Starlink business to a consolidated listing of both the rocket launch and satellite communication operations [8][10] - Analysts suggest that the profitability of the rocket launch business and improving cash flow eliminate the need for separate financing through business spin-offs, allowing investors to benefit from both sectors [10] - If the $800 billion valuation and IPO plans are successfully executed, SpaceX is poised to reclaim its title as the most valuable private startup and could become a significant player in the capital markets [10]