马斯克暗示启动史上最大IPO，目标估值达1.5万亿美元

Core Viewpoint - SpaceX, founded by Elon Musk, is showing signs of potentially going public, a significant shift from its previous stance against an IPO due to concerns about short-term profit pressures conflicting with its long-term goals of establishing a human presence on Mars [4][5]. Group 1: Shift in IPO Stance - SpaceX has historically resisted going public, fearing that quarterly profit demands would hinder its ambitious Mars colonization plans [4]. - Recent increases in capital expenditures have led to a reconsideration of this stance, as Musk's ambitions now require more funding than private markets can provide [4][5]. - The company is exploring the possibility of an IPO, with financial health bolstered by the explosive growth of its Starlink business, projected to generate $15 billion in revenue by 2025 and $22-24 billion by 2026 [5]. Group 2: Valuation and Market Position - SpaceX is reportedly preparing for a new round of internal share sales, potentially valuing the company at over $500 billion, surpassing OpenAI [7]. - The estimated share price for this round could be around $300, significantly up from $212 in July, with discussions indicating a possible valuation of $800 billion and an IPO target valuation of $1.5 trillion by 2026 [7]. - Despite lower revenue projections compared to Tesla, SpaceX's high valuation is driven by its market position and growth potential in the commercial space sector [9]. Group 3: Business Achievements and Infrastructure - SpaceX has established itself as a leader in the commercial space industry, achieving significant milestones such as the first private company to send astronauts to the International Space Station [8]. - The company is also expanding its space infrastructure through acquisitions, such as the $17 billion purchase of wireless spectrum licenses from EchoStar to enhance its Starlink satellite network [9]. - Starlink has become a crucial revenue driver, providing high-speed internet through a vast network of low Earth orbit satellites, with over 8,100 satellites currently in orbit [10].