据知情人士透露，SpaceX考虑最早在3月保密提交IPO文件。这家由亿万富豪埃隆·马斯克创立的火箭和 卫星公司正推进史上最大规模的上市计划。 知情人士称，总部位于德克萨斯州的SpaceX预计将于3月向美国证券交易委员会提交IPO注册草案。此 举将使其有望在6月挂牌上市，并可能成为三家潜在超大型IPO中的第一家，OpenAI和Anthropic PBC可 能随后。 知情人士表示，相关考虑仍在进行中，细节可能发生变化，SpaceX也仍可能推迟递交文件。 责任编辑：王许宁 据知情人士透露，SpaceX考虑最早在3月保密提交IPO文件。这家由亿万富豪埃隆·马斯克创立的火箭和 卫星公司正推进史上最大规模的上市计划。 知情人士称，总部位于德克萨斯州的SpaceX预计将于3月向美国证券交易委员会提交IPO注册草案。此 举将使其有望在6月挂牌上市，并可能成为三家潜在超大型IPO中的第一家，OpenAI和Anthropic PBC可 能随后。 知情人士表示，相关考虑仍在进行中，细节可能发生变化，SpaceX也仍可能推迟递交文件。 因讨论未公开信息而要求匿名的知情人士表示，SpaceX在IPO中寻求的估值可能超过1.75万亿美元 ...

这一动作反映出SpaceX希望通过引入国际银行，进一步扩大IPO的全球影响力，并可能优化承销结构，以支持潜在的巨额融资需求。报道未透露具体估值 数字，但近期市场传闻显示，SpaceX在考虑的估值区间已显著上调，早前二级市场交易估值约为8000亿美元，而部分讨论指向1.25万亿至1.5万亿美元规 模。若成功上市，这将成为历史上规模最大的IPO之一，可能超越沙特阿美2019年的纪录。 SpaceX的上市进程近年来屡屡成为焦点。马斯克长期表示，SpaceX将在公司实现稳定现金流和关键技术里程碑（如星舰火箭成熟）后考虑公开募股。星 链卫星互联网业务已成为公司主要现金来源，推动整体估值快速攀升。同时，近期SpaceX与马斯克另一家AI公司xAI的合并消息也备受关注，该合并据称 将新实体估值推至1.25万亿美元，并可能为IPO增添AI与太空结合的叙事吸引力，如在太空部署数据中心等创新愿景。 不过，SpaceX官方尚未对IPO具体细节或时间表作出正式确认。此前马斯克曾多次推迟上市计划，并强调优先确保公司长期使命（如火星殖民）不受短期 市场压力影响。此次向非美银行开放承销，或是为应对复杂的地缘政治、监管和投资者多元化需求做准 ...

Core Viewpoint - SpaceX is preparing for a potential IPO, aiming for a valuation of approximately $800 billion, which could make it the largest IPO in history [2][5]. Group 1: IPO Preparation - SpaceX is advancing an internal share transfer transaction, indicating serious consideration for going public next year [2]. - The company’s CFO, Bret Johnsen, mentioned that if executed well and market conditions are favorable, the IPO could raise significant funds [4]. - The potential IPO fundraising could exceed $30 billion, making it the largest IPO ever if realized [5]. Group 2: Valuation and Market Position - The latest secondary market transaction priced shares at $421, nearly double the $212 per share from July, raising the company's valuation from $400 billion to $800 billion [4]. - This valuation surpasses OpenAI's record of $500 billion, reaffirming SpaceX's position as the highest-valued private company globally [5]. - The company aims for an overall valuation of about $1.5 trillion, approaching the record set by Saudi Aramco during its 2019 IPO [6]. Group 3: Business Operations and Future Plans - SpaceX is recognized as the leading rocket company in terms of launch frequency, primarily through its Falcon 9 rocket [9]. - The company is also a leader in low Earth orbit internet services via its Starlink system, currently serving millions of users [10]. - The funds from the IPO are intended to enhance the launch frequency of the Starship rocket, deploy AI data centers in space, and advance both crewed and uncrewed Mars missions [4].

Core Viewpoint - SpaceX is preparing for an IPO in 2026, with a valuation of approximately $800 billion, potentially making it the largest IPO in history [1][3]. Group 1: IPO Plans and Valuation - SpaceX is advancing an internal share transfer transaction that values the company at around $800 billion, paving the way for a possible IPO [1]. - The CFO, Bret Johnsen, indicated that if executed well and market conditions are favorable, the IPO could raise significant funds [1]. - The latest secondary market transaction priced shares at $421, nearly double the $212 per share from July, raising the company's valuation from $400 billion to $800 billion [2]. Group 2: Use of Funds and Business Goals - Potential IPO proceeds may be used to increase the launch frequency of the Starship rocket, deploy AI data centers in space, and advance both crewed and uncrewed Mars missions [1]. - SpaceX aims for an overall business valuation of approximately $1.5 trillion, which would be close to the record set by Saudi Aramco's IPO in 2019 [3]. Group 3: Market Position and Operations - SpaceX is the leading rocket company in terms of launch frequency, primarily through its Falcon 9 rocket, which dominates the space sector [3]. - The company also leads in low Earth orbit internet services through its Starlink system, currently serving millions of users [3].