估值8000亿美元、碾压OpenAI！SpaceX瞄准“史上最大IPO”

Core Viewpoint - SpaceX is set to become the highest-valued private company globally with an internal stock valuation of approximately $800 billion, surpassing OpenAI's $500 billion valuation record. The company is preparing for an IPO as early as 2026 to fund its ambitious projects, including the Starship rocket and lunar base [1][4]. Group 1: Valuation and IPO Plans - SpaceX's internal stock transaction values the company at around $800 billion, which is expected to exceed a potential IPO valuation of $1.5 trillion [1][3]. - If successful, SpaceX's IPO could raise over $30 billion, making it the largest IPO in history, surpassing Saudi Aramco's $29 billion record [1][4]. - The CFO indicated that the internal share price rose from $212 to $421, reflecting a nearly 100% increase in valuation since July [4]. Group 2: Revenue Projections - SpaceX is projected to generate approximately $15 billion in revenue by 2025, with estimates for 2026 ranging between $22 billion and $24 billion [6]. - The anticipated $1.5 trillion valuation at IPO would imply a revenue multiple of 100 times the expected sales in 2025 [7]. Group 3: Market Reactions and Strategic Implications - The IPO speculation has led to discussions about the potential consolidation of Musk's technology ventures under a single entity, possibly creating a larger "Tesla Group" [8]. - Analysts suggest that if Tesla does not invest in SpaceX, it would be surprising, given the synergies in AI and autonomous vehicle development [9]. - Concerns have been raised regarding Musk's ability to focus on multiple high-stakes projects, which may lead to dissatisfaction among Tesla shareholders [10][11].