马斯克酝酿“史上最疯狂IPO”！当SpaceX登陆市场之时 美股从“Mag7”迈向“伟大八雄”时代?

Core Viewpoint - SpaceX is planning a potential IPO that could raise over $30 billion, with a target valuation of approximately $1.5 trillion, potentially making it the largest IPO in history [1][2][3] Group 1: IPO Details - SpaceX aims to conduct its IPO as early as mid-2026, with the possibility of raising around $40 billion if it sells 5% of its shares [2] - The funds raised from the IPO are expected to be used for developing large AI data centers in space and acquiring necessary hardware [2][6] - The company is projected to generate revenues of approximately $15 billion in 2025, increasing to between $22 billion and $24 billion in 2026, primarily from its Starlink business [3] Group 2: Market Sentiment - There is significant interest from both institutional and retail investors in SpaceX's stock, with expectations of high demand despite the company's high-risk profile [1][3] - Analysts believe that the combination of SpaceX's strong operational performance and future potential will attract substantial investor interest during its IPO [6] Group 3: Historical Context - Historical data indicates that high-valuation IPOs often underperform in the long term, with only a small percentage of companies maintaining higher prices three years post-IPO [10][11] - The average loss for these high-valuation stocks is about 50% from their initial closing price, lagging behind broader market indices by approximately 63% [10] Group 4: Management and Leadership - Elon Musk's unconventional management style and controversial statements have not significantly hindered SpaceX's valuation prospects [4][5] - Musk's leadership across multiple companies, including Tesla and xAI, adds a layer of risk and drama that some investors find appealing [5][6] Group 5: Future Outlook - Analysts suggest that SpaceX could become part of a new group of leading tech companies, potentially referred to as the "Great Eight," alongside major players like Nvidia and Google [7] - The ongoing advancements in AI and space technology are expected to create a favorable environment for SpaceX's growth and valuation [8][9]