如果SpaceX明年以1.5万亿美元的估值成功上市，那么全球最富有的人4，606亿美元的身家有望翻一倍 还多。 按彭博亿万富豪指数的计算，若上述情况成真，马斯克在其太空公司的持股价值将超过6，250亿美元， 远高于目前的1，360亿美元。这还不包括他在其他多家企业中价值数十亿美元的持股，其中包括全球最 有价值的汽车制造商特斯拉。 按1.5万亿美元的投前估值计算，马斯克的总财富将达到9520亿美元，较目前的水平增加约4910亿美 元。 马斯克和SpaceX的一位代表没有回应置评请求。 继上个月在特斯拉高达12位数的薪酬方案获批之后，首次公开募股为马斯克成为世界上首位万亿富豪开 辟了又一条清晰的途径。 参考彭博财富指数，马斯克持有总部位于德州Starbase的SpaceX约42%的股份。该指数参考联邦通信委 员会文件以及最近几轮融资的股权稀释情况来估算他的持股比例。 马斯克 ...

Important Market News - The Federal Reserve announced a 25 basis point interest rate cut, lowering the target range for the federal funds rate to 3.5%-3.75%. This marks the third consecutive rate cut since September 2023 and the sixth since the current easing cycle began in September 2024. Fed Chairman Powell stated that the monetary policy actions are guided by the dual mandate of promoting full employment and price stability. The committee noted that inflation risks are tilted upward while employment risks are tilted downward, indicating a challenging situation [1] - U.S. stock indices closed higher, with the Dow Jones up 1.05%, Nasdaq up 0.33%, and S&P 500 up 0.68%. Major tech stocks mostly rose, with Tesla, Amazon, Broadcom, and Google gaining over 1%. However, Meta fell over 1% and Microsoft dropped over 2%. Storage, energy storage, and infrastructure stocks led the gains, with GE Vernova rising over 15% and Sandisk up over 6%. The Nasdaq Golden Dragon China Index rose 0.65%, with most Chinese concept stocks increasing [1] Industry Insights - SpaceX is advancing its IPO plans, aiming for a valuation of $1.5 trillion and plans to raise over $30 billion. The IPO is expected to occur in mid to late 2026, with part of the funds allocated for developing space data centers. SpaceX currently monopolizes nearly 90% of the orbital launch market and is expanding into space data services, creating a business model independent of Earth's resource limitations. If successful, this IPO could surpass Saudi Aramco's record $29 billion fundraising in 2019, marking the largest IPO in history [3] - The satellite communication industry is projected to grow significantly, with estimates suggesting it could reach between 200 billion to 400 billion yuan by 2030, with an annual growth rate of 10%-28%. The industry is at a critical turning point from "concept validation" to "scale application," driven by technological maturity, cost reductions, and expanded application scenarios [4] - NAND flash memory prices have surged nearly 50% in a month, with shortages expected to become widespread after Q2 2024. Reports indicate that many manufacturers have inventory only until Q1 2026, and some will have no stock available from March 2024. The price increase is driven by a shift in production capacity towards high-profit enterprise and AI applications, alongside a rapid exit of older process capacities [5] - The low-altitude economy is becoming a strategic emerging industry, with Meituan set to launch an integrated low-altitude logistics network. This network aims to achieve delivery efficiency within a 3-kilometer radius in 15 minutes. The market for low-altitude economy is expected to reach 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035, presenting significant growth opportunities for related companies [7]

Market Review - Japanese and South Korean stock markets both saw gains, with the Nikkei 225 index rising by 0.47% to 50,839.02 points and the KOSPI increasing by 0.54% to 4,157.43 points [1] - In the US, all three major indices closed higher, with the S&P 500 up 0.67% to 6,886.68 points, the Nasdaq rising 0.33% to 23,654.16 points, and the Dow Jones increasing by 1.05% to 48,057.75 points [1] - European stock indices showed mixed results, with the FTSE 100 in London up 0.14% to 9,655.53 points, the CAC 40 in Paris down 0.37% to 8,022.69 points, and the DAX in Frankfurt also down 0.37% to 24,073.23 points [1] International Macro - The Federal Reserve lowered interest rates by 25 basis points, bringing the target range for the federal funds rate to 3.50% to 3.75%, marking the third rate cut of the year and the sixth since the new easing cycle began in September 2024 [2] - The Fed announced plans to resume purchasing government bonds to maintain ample reserve supply, indicating a proactive approach to monetary policy [2] - Discussions among US President Trump and European leaders focused on advancing peace negotiations regarding Ukraine, highlighting the geopolitical implications for the region [2] Corporate News - SpaceX is reportedly planning the largest IPO in history, aiming to complete the listing by mid-2026 with a fundraising target exceeding $30 billion and a valuation of approximately $1.5 trillion [3] Institutional Insights - UBS Wealth Management's CIO office released a report forecasting a supportive economic environment for the stock market in 2026, predicting a potential 15% upside for global equities by the end of the year [4] - The report emphasizes that robust economic growth in the US, along with loose fiscal and monetary policies, will benefit sectors such as technology, utilities, healthcare, and banking [4] - Stock markets in the US, China, Japan, and Europe are expected to experience upward trends [4]

Core Viewpoint - SpaceX is planning to go public through an IPO next year, aiming to raise several billion dollars, marking a significant shift in the company's strategy and mindset [1][10]. Group 1: IPO Details - SpaceX's valuation target is set to reach $1.5 trillion, which would enable the company to secure over $30 billion in funding [1][10]. - This potential IPO could surpass the largest IPO in history, which was Saudi Aramco's $29 billion raise in 2019 [1][10]. - The company is expected to generate revenues between $22 billion and $24 billion next year, comparable to NASA's annual budget [3][12]. Group 2: Reasons for Going Public - The decision to go public is surprising given Elon Musk's previous reluctance, stemming from concerns about public scrutiny and shareholder expectations conflicting with his long-term goals for Mars colonization [2][11]. - The rise of artificial intelligence has influenced Musk's decision, as he aims to integrate AI advancements into SpaceX's operations [2][12]. - Musk's focus on developing advanced Starlink satellites and establishing data centers in space is part of the strategy to leverage the IPO funds [3][12]. Group 3: Long-term Vision - Musk's ultimate goal remains the colonization of Mars, with SpaceX currently handling over 90% of the global payload to orbit and supporting significant government space activities [5][14]. - The company needs to transport approximately 1 million tons of supplies to Mars, which would require around 1,000 spacecraft launches, costing an estimated $1 trillion [15][16]. - Musk views a larger, well-funded SpaceX as essential for achieving the Mars settlement goal, especially since NASA's focus is on exploration rather than colonization [15][16].

《科创板日报》12月11日讯，今日科创板早报主要内容有：外媒称中方正考虑限制获取英伟达H200芯 片，外交部回应；台积电11月销售额同比增长24.5％；海光信息回应重组失败；宁德时代：拟注册发行 不超过100亿元债券。 《科创板日报》主播小K为您播报。 【市场动态】 外媒称中方正考虑限制获取英伟达H200芯片 外交部回应 据报道，虽然美国总统特朗普已经决定允许将英伟达的H200芯片出售给中国，但中方正在考虑限制获 取该芯片。外交部发言人郭嘉昆对此表示，具体的情况，建议向中方的主管部门进行询问。 《科创板日报》记者获悉，Meta使用阿里千问优化其最新AI模型。此外，12月10日，阿里云正式发布 函数计算AgentRun。据介绍，这是一款一站式Agentic AI基础设施平台。隔夜阿里巴巴美股一度涨近 3%。 甲骨文云业务销售逊于预期 盘后股价暴跌超10% 美东时间周三盘后，美股科技巨头甲骨文股价暴跌超过10%。甲骨文公司公布了令人失望的云业务收 入，显示其近期大规模的人工智能订单可能需要更长时间才能兑现。甲骨文第二财季财报显示，云业务 销售额增长34%，达到79.8亿美元；公司备受关注的基础设施业务收入增长68 ...

马斯克的SpaceX终于要上市了！还计划在太空造个数据中心。 史上最大规模IPO或将诞生 12月10日彭博社消息，SpaceX正在积极推进上市计划，预计融资超300亿美元。 这个数字，超过了之前石油巨头沙特阿美的290亿美元，一切顺利的话，将成为史上最大规模IPO。 SpaceX的目标估值，更是来到达到惊人的1.5万亿美元，约合人民币10.6万亿。 什么概念？目前中国大陆市值最高的公司腾讯，市值7087亿美元，SpaceX估值是它的两倍多。 SpaceX管理层争取最早在2026年中下旬完成上市，不过也有观点认为，可能要推迟到2027年。 回顾过去几年，SpaceX市值增长速度堪称"火箭式"上升。 2023年底，其估值仅为1800亿美元；到了今年7月，飙升至4000亿美元；还不到半年时间，又翻了近两 倍。 都快赶得上寒武纪了。 估值高涨的背后 为啥不到半年估值涨了这么多？ 因为马斯克画了一个宇宙超级无敌大的饼。 SpaceX计划用上市后募集的部分资金，开发一个无比疯狂的项目：把数据中心发射到太空去。 当年想出给长城贴瓷砖、给珠穆朗玛峰装电梯的兄弟，看到这个饼也得甘拜下风。 但马斯克的这个想法，并非脑袋一热整出来 ...

马斯克 凤凰网科技讯北京时间12月11日，据彭博社报道，如果SpaceX能在明年以1.5万亿美元的估值成功上 市，那么全球首富埃隆.马斯克(Elon Musk)的财富将在目前4606亿美元基础上增长一倍以上。 按照SpaceX1.5万亿美元的上市前估值计算，马斯克的总财富将达到9520亿美元，较当前财富水平增加 约4910亿美元。 在上个月在特斯拉获得了首个1万亿美元薪酬之后，IPO为马斯克成为全球首位万亿富翁开辟了第二条 清晰路径。 截至发稿，马斯克和SpaceX尚未就此置评。(作者/箫雨) 根据彭博亿万富豪指数的计算，如果SpaceX以1.5万亿美元估值上市，单是马斯克在SpaceX的持股价值 就将从现在的1360亿美元增至6250亿美元以上，这还不包括他在其他多家企业的股份，例如全球市值最 高的汽车制造商特斯拉。 根据彭博亿万富翁指数的数据，马斯克持有大约42%的SpaceX股份。该指数参考了美国联邦通信委员会 的文件，并结合近期融资轮次的股权稀释情况来估算其持股比例。 ...

Core Insights - The article discusses OpenAI CEO Sam Altman's exploration of raising funds to acquire or invest in a rocket company, specifically Stoke Space, to compete with Elon Musk's SpaceX [2][3][18] - The negotiations have paused, but Altman's vision for AI's future includes the concept of orbital data centers as a sustainable energy solution [2][10][11] Group 1: Negotiation Details - Altman's target for investment is Stoke Space, recognized as a potential challenger to SpaceX [3] - Initial contact with Stoke Space occurred in the summer, with negotiations intensifying in the fall [4] - The proposed investment could reach several billion dollars over time [6] Group 2: Strategic Rationale - Altman's interest in space is driven by the increasing demand for computational power and energy, with a long-term view on orbital data centers [10] - The environmental consequences of ground-based energy demands may make space a more viable option for energy sourcing [11] - Altman has suggested ambitious ideas like constructing a Dyson sphere around the solar system to harness solar energy [12] Group 3: Current Challenges - OpenAI is facing significant market headwinds, prompting Altman to focus on immediate operational challenges [13] - The company announced a "Code Red" due to competition from Google's Gemini chatbot, delaying other product launches [14] - OpenAI has committed nearly $600 billion in computing resources without clear funding strategies [16] Group 4: Competitive Landscape - A successful rocket investment would escalate the rivalry between Altman and Musk across multiple technology sectors, including rockets, AI, brain-machine interfaces, and social media [18][20] - OpenAI is also developing a social network that could compete with X (formerly Twitter) [21]

华尔街或将迎来多年来一直回避上市、总估值达 2.9 万亿美元的私营企业集体 "破冰"，闸门似有全面开 启之势。 答案很明确：积极性极高。 1789 Capital 合伙人、前花旗集团北美股权资本市场联席主管保罗・亚伯拉罕扎德表示："标普 500 成分 股公司的市值中位数接近 400 亿美元，而这类企业的估值已完全处于另一个层级。像 SpaceX 这样的公 司，显然会吸引大量机构投资者和散户，是必配持仓标的。" 自 2021 年 IPO 融资额创下 4920 亿美元的纪录后，美股 IPO 市场便基本陷入低迷。SpaceX、Stripe、字 节跳动等曾被视作上市热门的企业，在私募融资轮次中斩获的估值已将多数上市公司远远甩在身后，且 全程无需接受季度财报带来的严格监管。 一方面，投资者因无法涉足这些炙手可热的头部私募企业而怨声载道；另一方面，投行也在为错失丰厚 的 IPO 承销费而叫苦不迭。若埃隆・马斯克旗下这家火箭巨头能以其最新私募轮次中 8000 亿美元的目 标估值（甚至是其考虑的 1.5 万亿美元上市估值）登陆资本市场，将成为推动大批私募企业转向公开市 场的强力信号。 瑞银集团美洲股权资本市场联席主管史蒂夫・ ...

1. 美国三大股指期货小幅下跌，纳指期货跌0.22%，标普500指数期货跌0.12%，道指期货跌0.08%。 2. 欧股主要指数涨跌不一，德国DAX指数跌0.41%，英国富时100指数涨0.27%，法国CAC指数跌 0.24%，欧洲斯托克50指数跌0.14%。 3. 美联储将于北京时间次日凌晨3:00公布利率决议和经济预期摘要，随后鲍威尔将召开货币政策新闻发 布会。 16. 阿里千问公测23天月活突破3000万，开放四项新功能。 4. 特朗普据称将启动美联储主席终极面试，白宫经济顾问哈塞特将与其他三位候选人角逐这一职位。 5. 比尔·盖茨警告AI估值泡沫：高竞争将淘汰部分公司，但技术将深刻造福社会。 6. 橡树资本联席创办人马克斯：AI技术需求增长不可预测，投资者行为具投机性质。 18. GE Vernova对明年营收增长乐观，上调股票回购授权额度至100亿美元。 (格隆汇) 7. SpaceX据报计划明年IPO，募资远超300亿美元，估值或达1.5万亿美元。 8. 英伟达获准对华出口后，中国据报将限制使用英伟达H200芯片。 9. 英伟达据报开发定位验证软件，将率先应用于Blackwell芯片。 10. 亚 ...