史上最大IPO要来了？

Core Insights - SpaceX is advancing its IPO plan, aiming to raise over $30 billion, potentially becoming the largest IPO in history [1] - The company targets a valuation of approximately $1.5 trillion, surpassing Saudi Aramco's record from 2019 [1] - There is a significant disparity between SpaceX's valuation and its projected revenue compared to Tesla [1] Group 1: IPO Details - SpaceX plans to utilize part of the IPO proceeds to develop space data centers and purchase necessary chips [1] - The management is aiming for a potential listing in mid to late 2026, although this may be delayed until 2027 depending on market conditions [1][2] Group 2: Market Reaction - Following the IPO news, stock prices of other aerospace companies rose, with EchoStar increasing by 12% before closing up 6% [2] - SpaceX's internal share price is set at approximately $420 per share, leading to a valuation exceeding $800 billion [2] Group 3: Revenue Projections - SpaceX expects to generate around $15 billion in revenue by 2025, increasing to $22 billion to $24 billion by 2026, primarily from Starlink [3] - The company has maintained positive cash flow and conducts regular stock buybacks to provide liquidity for employees and investors [3] Group 4: Strategic Decisions - Although there have been discussions about spinning off Starlink into a separate public company, the current IPO plan suggests this may be postponed [4] - The CFO indicated that a Starlink IPO is more likely to occur in the coming years [4]