SpaceX估值超越OpenAI，或翻倍至8000亿美元，计划明年下半年上市

Core Viewpoint - SpaceX is in the process of a new internal share sale, with its valuation expected to double from $400 billion to $800 billion, surpassing OpenAI's record of $500 billion, and plans for an IPO in the second half of 2026 [1][3][4]. Valuation Increase - The latest valuation target for SpaceX indicates remarkable growth, with the CFO recently informing investors about the share sale plan, aiming for a valuation of $800 billion, which represents a doubling from the $400 billion valuation reached in July [7][10]. - Bloomberg reports that while the $800 billion figure is not independently verified, initial estimates suggest a potential trading price of around $300 per share, corresponding to an estimated valuation of approximately $560 billion [7][8]. Business Growth Drivers - The surge in SpaceX's valuation is primarily driven by its dominance in the aerospace and communications sectors, being the highest-producing rocket launch company globally [10]. - The Starlink division, with around 9,000 satellites in low Earth orbit and over 8 million active customers, is seen as a key engine for valuation growth, significantly outpacing competitors like Amazon [11]. IPO Plans - SpaceX has clarified its IPO timeline and structure while pursuing the share sale, targeting an IPO in the second half of next year [12][13]. - Notably, the company has shifted from plans to spin off Starlink for independent listing to pursuing a unified public offering that includes both rocket launches and satellite services, reflecting improved financial conditions in its rocket business [15].