布雷特·约翰森在内部备忘录中确认，SpaceX正在为2026年的首次公开募股做准备，这家公司的估值在短短六个月内翻倍至8000亿美元，成为全球最具价值 的初创企业。 马斯克的太空野心再次震撼市场，内部文件显示，SpaceX已批准一项内部股票交易，对公司估值约8000亿美元 这家由埃隆·马斯克于2002年创立的公司，可能正在谋划一场史无前例的公开募股。 SpaceX的估值增长轨迹惊人。12月8日，媒体报道称该公司正在洽谈出售内部股份，这笔交易对公司的估值达8000亿美元 这一价格也超过了ChatGPT背后的OpenAI在10月创下的5000亿美元估值纪录，使SpaceX再次成为全球最具价值的初创公司 根据公司文件显示，此次内部股票交易为包括员工在内的股东提供了套现或增持股票的机会 SpaceX已正式向员工通报，公司正在为明年可能进行的首次公开募股做准备 公司首席财务官布雷特·约翰森在发给员工的一份内部备忘录中写道："我们正在为公司在2026年进行潜在IPO做准备。我们的想法是，如果我们执行得足够 出色、同时资本市场环境配合，那么IPO有望为公司筹集巨额资金。" 对于长期关注这家公司的人来说，这一进展令人意外。大 ...

来源：市场资讯 此前，马斯克已对太空数据中心展现出兴趣，他曾表示"星链"卫星可用于在太空中建造大型数据中心， SpaceX将着手实施。 （来源：IPO热点） 2002年，在洛杉矶郊区埃尔塞贡多格兰大道东1310号，马斯克租了一间旧仓库用于开展太空事业，毫不 起眼的SpaceX就这样诞生了。 23年后，SpaceX着手准备IPO，计划募资额远超300亿美元，整体估值目标约1.5万亿美元。 SpaceX或成史上最大IPO 部分募资将用于开发太空数据中心 据知情人士最新透露，SpaceX正在推进首次公开募股（IPO）计划，拟募资规模将远超300亿美元，这 有望成为有史以来最大的上市规模。 据称，这家全球首富埃隆·马斯克旗下公司的目标是让整个公司的估值达到约1.5万亿美元，这将远远超 过沙特阿美2019年的记录。这家石油巨头当时募资290亿美元，成为全球最大IPO。 据悉，SpaceX的上市动因主要归因于Starlink卫星互联网服务的强劲增长势头（包括直连移动业务前 景）以及用于登月和火星任务的星舰火箭的开发进展。部分IPO募资预计将用于开发太空数据中心，包 括购买运行所需的芯片。 一些知情人士表示，SpaceX的 ...

一艘内部估值已超8000亿美元的"太空巨轮"，正瞄准2026年驶向公开市场，计划募资远超300亿美元，目标直指刷新人类商业航天史的最高估值纪录 一家由埃隆·马斯克2002年在洛杉矶旧仓库创立的公司，其首次公开募股（IPO）的传闻以"火箭般的速度"震动全球资本市场 据彭博社报道，SpaceX计划最早于2026年中后期上市 在营收层面，公司增长迅猛。据知情人士透露，SpaceX预计2025年营收约150亿美元，2026年将增至 220亿至240亿美元 公司加速上市步伐，很大程度上得益于其 Starlink卫星互联网服务的爆炸式增长 若按计划出售5%股份，其募资规模可能达到约400亿美元，将直接超越石油巨头沙特阿美在2019年创下的290亿美元的IPO纪录 SpaceX的IPO时间表正在加速推进。多位知情人士透露，公司管理层及其顾问正在全力争取于 2026年中至下半年完成上市 不过，这个雄心勃勃的计划并非板上钉钉。报道明确指出，IPO的具体时间可能因市场环境及其他因素而调整，甚至有可能推迟至2027年 为公开上市铺路，SpaceX近期已悄然完成一轮关键的内部"预演"。 公司敲定了最新一轮内部股份出售，在当前二级市场 ...

北京时间12月11日，马斯克在社交媒体平台X上正式确认了SpaceX即将进行首次公开募股的消息。这一 确认回应了此前关于该公司计划通过IPO筹集数百亿美元资金的报道。 据悉，SpaceX正在推进这项史无前例的上市计划。该公司寻求在IPO中实现约1.5万亿美元的整体估值。 筹集资金规模预计将远超300亿美元，有望成为有史以来规模最大的上市交易。 知情人士透露，SpaceX计划最早在2026年中期至年底启动上市程序。具体时间安排主要取决于市场环 境以及Starlink业务和Starship火箭的开发进展情况。 SpaceX预计将利用部分IPO资金开发太空数据中心项目。该公司已经是一家多年现金流为正的企业，每 年会进行两次股票回购。商业化的Starlink卫星互联网服务仍然是公司收入贡献最大的业务板块。 马斯克此前澄清了关于SpaceX以8000亿美元估值融资的传言，称这一消息"并不准确"。他强调，估值的 提升主要取决于星舰和星链项目的进展状况。 与此同时，马斯克表示NASA在SpaceX总收入中的占比明年不会超过5%。他驳斥了外界关于SpaceX依 靠NASA"补贴"发展的说法，称这种观点完全错误。 如果Spac ...

1. Report's Investment Rating for the Industry - The report gives a "turning weak" rating for the global economy in the macro and finance sector [1] 2. Core Viewpoints of the Report - The global economy is turning weak as the US has made a series of wrong policies and is regressing to the Monroe Doctrine, which will have a profound and disruptive impact on major asset classes [2] 3. Summary by Relevant Catalogs 3.1 Global Economic News - Goldman Sachs analysts warn that the declining consumer trend in Las Vegas gambling revenue is highly similar to the early warning signals before the 2008 financial crisis. If the weakness spreads to broader sectors like aviation, the Fed may consider more aggressive rate - cut policies [1] - The US releases a new version of the "National Security Strategy", giving up global hegemony, adjusting economic relations with China, and revitalizing its own economic autonomy. Market focus shifts from rate - cuts to the Fed potentially restarting large - scale bond purchases [2] - The Fed's Beige Book shows that consumer K - shaped differentiation intensifies, with high - income consumers' spending remaining resilient while middle - and low - income families are tightening their belts [2] - ADP employment data reveals that private enterprises in the US cut 32,000 jobs in November, the largest decline since March 2023. Small businesses are the hardest - hit by layoffs, with those having fewer than 50 employees cutting a total of 120,000 jobs [2] - Japan's 10 - year Treasury bond yield rises to 1.96%, the highest since July 2007 [2] - The JOLTS report shows that US hiring in October drops by over 4% month - on - month, layoffs rise to 1.85 million (the highest since early 2023), and the voluntary quit rate hits a five - year low. The labor market is slowing but not as severely as some alternative data sources suggest [1] - The Bank of Japan governor indicates that the central bank may not end after another rate hike, and the process of monetary policy normalization will continue [1] 3.2 AI - related News - Howard, the founder of Oak Capital, warns that AI may have a "terrifying" impact on employment, and the market's optimistic expectations about productivity improvement ignore social tolerance. AI has become a "winner - takes - all" arms race [1] - Morgan Stanley says the market is pricing in a grand narrative of a new AI infrastructure. Musk is envisioning SpaceX's entry into the space data center business, which is the fastest way to expand computing power in the next four years and has many advantages [1] - Google's AI infrastructure head says the company must double its AI computing power every six months and achieve an additional 1000 - fold increase in the next 4 to 5 years to meet rising AI service demand [2] - NVIDIA CEO Huang Renxun believes China will win the AI competition due to a more favorable regulatory environment and lower energy costs [2] - JPMorgan strategists think the construction boom of AI data centers in the next five years will require at least $5 trillion. The planned capacity of US data centers has soared to 245 gigawatts, with an increase of 45 gigawatts in the third quarter alone [2] - Big - Mo reaffirms that the investment driven by AI's unabated financing demand will boost the credit market, expecting the total issuance of investment - grade bonds to surge to $2.25 trillion [2] 3.3 Other News - Silver surges to an unprecedented $60 per ounce due to supply shortages as traders stay optimistic ahead of the Fed's interest - rate decision. It attracts investors seeking lower - cost safe - haven assets [1] - SpaceX plans to go public as early as the second half of 2026. If it sells 5% of its shares as planned, the fundraising scale will reach about $40 billion, driven by the growth of Starlink and the development of the Starship rocket [1] - Microsoft invests $17.5 billion in building AI infrastructure in India, the largest investment in Asia. It also plans to add over C$7.5 billion in investment in Canada in the next two years, increasing its total AI investment in Canada to C$19 billion, with new production capacity coming online in the second half of next year [1] - US retail sales in September grow only 0.2%, far lower than expected, indicating that Americans are cutting spending and the affordability crisis is hitting the consumer side. Economists worry that large - scale corporate layoffs in the US are an economic warning signal [2]

一些知情人士表示，SpaceX的管理层和顾问正在争取最早在2026年中下旬上市。不过，IPO的时间可能 会根据市场状况和其他因素而改变，其中一位知情人士表示，IPO的时间可能会推迟到2027年。 据知情人士最新透露，SpaceX正在推进首次公开募股（IPO）计划，拟募资规模将远超300亿美元，这 有望成为有史以来最大的上市规模。SpaceX预计将利用部分IPO募资开发太空数据中心，包括购买运行 所需芯片。 据称，这家全球首富埃隆·马斯克旗下公司的目标是让整个公司的估值达到约1.5万亿美元，这将远远超 过沙特阿美2019年的记录。这家石油巨头当时募资290亿美元，成为全球最大IPO。 而引发市场关注的是：估值与营收比例的巨大差距。以马斯克旗下的另一家公司——特斯拉为例，该公 司市值约1.4万亿美元，预计2025年营收为952亿美元。相比之下，马斯克在去年6月表示，SpaceX预计 2025年营收约为155亿美元。SpaceX的预期营收仅为特斯拉的六分之一。 尽管SpaceX的高管们多次提出将Starlink业务分拆成一家独立的上市公司的想法，但马斯克多年来一直 对"时机"表示怀疑。而此次整体公司IPO计划的推进 ...

Key Points - SpaceX plans to go public in mid-2026 with a target valuation of $1.5 trillion, aiming to raise over $30 billion, which would be the largest IPO in history. The funds will be used for developing space data centers and purchasing necessary chips, driven by the growth of Starlink satellite internet services and advancements in Starship rocket development [2] - Oracle's Q2 adjusted revenue was $16.06 billion, slightly below analyst expectations of $16.21 billion, with cloud revenue at $8 billion, also missing the forecast of $8.04 billion [2] - Amazon intends to invest over $35 billion in India by 2030 for business expansion, AI-driven digitalization, export growth, and job creation, aiming for a cumulative e-commerce export of $80 billion from India [2] - Meta is shifting focus to closed-source models, with a new model named Avocado expected to launch in spring 2026, as Zuckerberg becomes more involved in daily R&D to drive the company's strategy towards directly monetizable AI models [2] - CATL plans to issue bonds not exceeding 10 billion RMB, with proceeds aimed at supplementing working capital, repaying debts, and supporting capacity expansion and technology R&D to meet the growing demand in the new energy battery market [2] Greater China Company News - Lens Technology intends to acquire 100% of Peimei Gao International to enhance its core competitiveness in AI computing hardware solutions, expanding its business in smart terminals and new energy [4] - Wuliangye will implement a 10 billion RMB interim dividend next week, reflecting the strong profitability and return capabilities of leading companies in the liquor industry [4] - Century Huatong announced that its subsidiary holds a 7.3121% stake in Guosheng Capital, which owns 19.58869 million shares of Moer Thread, potentially impacting the company's net profit by 640 million RMB in Q4 2025 [4] - JD Industrial's Hong Kong public offering was oversubscribed by 60.5 times, with a final issue price set at HKD 14.10 per share, raising approximately HKD 2.827 billion [4] Americas Company News - Microsoft announced a $17.5 billion investment in India over the next four years for AI and cloud infrastructure, and established an AI safety foundation with partners like Anthropic and OpenAI [7] - NVIDIA received U.S. government approval to sell H200 AI chips to China, subject to security reviews and a 25% sales share [7] - Amazon reached an agreement with Italian tax authorities to pay €723 million in taxes, criticizing the unpredictable regulatory environment in Italy [7] - Brookfield and a Qatari AI company formed a $20 billion AI joint venture to develop AI infrastructure in Qatar and selected international markets [8] Asia-Pacific Company News - Samsung SDI signed a $1.36 billion order for energy storage systems, planning to manufacture lithium iron phosphate batteries in the U.S. to expand its North American market [10] - SK Hynix plans to list on the U.S. stock market to narrow the gap with Micron and enhance its valuation, driven by surging demand for AI storage chips [10] Europe and Oceania Company News - BMW Group's supervisory board appointed Milan Nedeljkovic as the new chairman, effective May 2026, to lead the production of new generation models [13] - Stellantis Group partnered with Bolt to accelerate the deployment of autonomous driving services in Europe, with plans to start testing vehicles in 2026 [13] - Lingbao Gold intends to acquire a 50%+1 share stake in an Australian gold mining company for AUD 370 million, focusing on gold mining and exploration [13]

若SpaceX按计划出售5%股份，募资规模将达到约400亿美元，远超沙特阿美记录。2019年沙特阿美募资290亿美元，成为全球最 大IPO。值得注意的是，沙特阿美当时仅出售了1.5%的股权，远低于大多数上市公司的流通比例。 （太空概念股走高） SpaceX预计将使用部分IPO募资用于开发天基数据中心，包括购买运行所需的芯片。不过报道指出上市时间可能因市场状况等因 素调整，有可能推迟至2027年。 SpaceX正推进IPO计划，拟募资规模将远超300亿美元，有望成为史上最大的上市规模。 12月9日，据彭博社报道，马斯克旗下SpaceX计划最早于2026年中后期上市，融资将远超300亿美元。报道援引知情人士透露，公 司目标估值约1.5万亿美元。 消息传出后，其他太空公司股价周二走高。已同意向SpaceX出售频谱许可的EchoStar盘中一度上涨12%，随后回落收涨约6%。 太空运输公司Rocket Lab涨3.6%。 SpaceX高管此前多次提出将Starlink业务分拆为独立上市公司的想法。公司总裁Gwynne Shotwell于2020年首次提出这一概念。 此次整体公司IPO计划的推进，意味着分拆上市方案可能 ...

上市动因主要归因于Starlink卫星互联网服务的强劲增长势头（包括直连移动业务前景）以及用于登月 和火星任务的星舰火箭的开发进展。部分IPO募资预计将用于开发天基数据中心，包括购买运行所需的 芯片。 此前SpaceX高管曾多次提出将Starlink业务分拆为独立上市公司，但此次整体公司IPO计划的推进意味着 该方案可能被搁置。 据报道，埃隆·马斯克旗下的太空探索技术公司SpaceX正积极推进其首次公开募股计划，有望最早于 2026年中后期上市，但上市时间可能受市场状况影响推迟至2027年。 SpaceX预计2025年营收约150亿美元，2026年增至220亿至240亿美元，其中大部分收入来自Starlink业 务。马斯克表示，公司多年来一直保持现金流为正。 ...

Core Viewpoint - SpaceX plans to go public in mid to late 2026, aiming to raise approximately $40 billion by selling 5% of its shares, which would surpass the previous record set by Saudi Aramco's $29 billion IPO in 2019 [1][3]. Group 1: IPO Plans and Valuation - SpaceX's IPO is expected to raise over $30 billion, potentially making it the largest IPO in history, with a target valuation of around $1.5 trillion [3]. - The company anticipates revenues of approximately $15 billion in 2025, increasing to between $22 billion and $24 billion in 2026, primarily driven by its Starlink business [6]. - The recent internal share transactions set the share price at about $420, leading to a valuation exceeding $800 billion, which aims to establish a fair market value ahead of the IPO [11]. Group 2: Market Reactions and Related Companies - Following the IPO news, shares of other space companies rose, with EchoStar experiencing a 12% increase before closing up about 6% [1][3]. - Rocket Lab's stock also saw a rise of 3.6% in response to the news [3]. Group 3: Strategic Developments - SpaceX plans to use part of the IPO proceeds to develop a space-based data center and acquire necessary chips [5]. - The company has previously considered spinning off its Starlink business into a separate publicly traded entity, but the current IPO plan suggests this may be put on hold [8][9]. Group 4: Financial Health and Investor Support - SpaceX has maintained positive cash flow for several years and conducts regular stock buybacks to provide liquidity for employees and investors [7]. - Major long-term investors include Founder's Fund, 137 Ventures, Valor Equity Partners, Fidelity Investments, and Alphabet, the parent company of Google [11][12].