与特斯拉(TSLA.US)CEO马斯克渊源深厚 传大摩有望牵头SpaceX史诗级IPO

Core Viewpoint - Morgan Stanley is emerging as a competitive investment bank for SpaceX's potential IPO, leveraging its long-standing relationship with CEO Elon Musk [1][2] Group 1: IPO Details - SpaceX is considering an IPO to raise over $25 billion, which could become one of the largest public offerings globally [3] - The decision on the lead underwriter for the IPO is expected by the end of this year, but the final underwriting arrangement remains uncertain [2] - The IPO plan is contingent on market conditions, with the possibility of postponement or cancellation [2] Group 2: Morgan Stanley's Role - Morgan Stanley has a deep history of collaboration with Musk, having participated in Tesla's IPO in 2010 and advised Musk on the Twitter acquisition in 2022 [2] - Musk appointed Anthony Armstrong from Morgan Stanley as CFO of his AI company, xAI, further solidifying their relationship [2] - The connection extends to Musk's family office, managed by former Morgan Stanley banker Jared Birchall [2] Group 3: Business Operations and Future Plans - SpaceX has evolved from a rocket launch company to the largest satellite operator globally, primarily through its Starlink service [3][4] - The funds raised from the IPO are intended to enhance the launch frequency of the next-generation Starship rocket and support the development of AI data centers in space [3] - SpaceX is a key contractor for NASA's Artemis lunar program, with a contract value of approximately $4 billion [3]