华尔街屏息！马斯克携SpaceX或本周递表IPO

格隆汇03-25

万亿芯片工厂还未落地，马斯克再传重磅消息。据The Information，马斯克旗下的SpaceX计划本周晚些时候或下周向监管机构秘密提交IPO招股说明书，目标是在6月挂牌上市。此前媒体曾爆料，这一时间或定在他的生日（6月28日）期间。这场酝酿已久的超级IPO终于进入实质性落地阶段，有望刷新全球资本市场IPO规模纪录。史上最大IPO将至这将是人类历史上规模最大的IPO。据知情人士透露，...

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Musk and SpaceX may submit an IPO this week","themeId":"11869037746396f5ad71564d102ee1d2","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSII":0.6,"CRSH":0.6,"TEST":0.6,"TSLI":0.6,"TSLS":0.6,"TSYY":0.6,"TSLT":0.6,"TSLO":0.6,"TSLG":0.6,"DXYZ":1.67,"TSLW":0.6,"TSL":0.6,".IXIC":1.57,"SPCE":1.61,"UFO":0.6,"TSLY":0.6,"TSLZ":0.6,"TLA":0.6,"TSLP":0.6,"TSLR":0.6,"TESL":0.6,"TSLL":0.6,"TSDD":0.6,"07766":0.6,"TSLQ":0.6},"content_text":"万亿芯片工厂还未落地，马斯克再传重磅消息。据The Information，马斯克旗下的SpaceX计划本周晚些时候或下周向监管机构秘密提交IPO招股说明书，目标是在6月挂牌上市。此前媒体曾爆料，这一时间或定在他的生日（6月28日）期间。这场酝酿已久的超级IPO终于进入实质性落地阶段，有望刷新全球资本市场IPO规模纪录。史上最大IPO将至这将是人类历史上规模最大的IPO。据知情人士透露，SpaceX募资规模可能超过750亿美元，高于市场预估的500亿美元，直接打破沙特阿美2019年创下的294亿美元IPO募资纪录。目前，SpaceX的估值为1.25万亿美元，最终发行估值与募资规模将在IPO前数周确定。业内专家一致认为，SpaceX此次IPO的目标估值区间将落在1万亿~1.75万亿美元，若触及1.75万亿美元上限，将在全球市值排行第七。在股权分配上，SpaceX或将打破传统IPO惯例。报道称，马斯克计划向个人投资者倾斜，配售份额占比可能突破20%，远高于行业常规的10%左右，主要覆盖普通散户与高净值个人群体。不过，具体比例尚未最终确定。与此同时，公司将摒弃传统的六个月内部人员锁定期安排，通过定制化设计防止大规模抛售对股价造成冲击。据悉，高盛、摩根士丹利、美国银行、摩根大通、花旗等华尔街顶级投行已悉数入局，按业务条线分工协作。根据此前报道的消息来看，摩根士丹利和高盛负责向机构投资者配售股份，美国银行和花旗银行负责向个人投资者销售股份，摩根大通则担任此次IPO的顾问。不过，相关方案仍在协商之中。值得注意的是，此次上市选址预计定在纳斯达克交易所。此前有消息称，SpaceX倾向于登陆纳斯达克交易所，同时希望能够尽早被纳入纳斯达克100指数。据悉，纳斯达克方面也在考虑修改有关企业加入标普500指数的规则。若新规落地，SpaceX有望上市不足一个月便纳入该蓝筹指数，对接海量机构指数基金资金。星链是关键支撑SpaceX万亿估值的核心资产，在于星链。报道称，SpaceX刚完成对xAI的全股票收购，招股书或将显示公司处于亏损状态。不过，PitchBook认为，SpaceX的投资回报主要取决于星舰火箭商业化的落地执行，而非短期盈利增长。数据显示，截至2026年3月，星链已累计发射超10000颗在轨卫星，2025年营收突破100亿美元，在全球低轨卫星互联网市场市占率超85%。市场估算，星链用户数已达数百万级，毛利率可达70%左右。富达投资全球私募股权投资主管Karin Fronczke直言，“作为投资者，我们一直关注的重点就是‘星舰’。”知情人士透露，此次IPO路演将重点围绕三大主线展开：已成为稳定收入来源的太空发射业务、高速增长的Starlink卫星互联网业务，以及作为轨道数据中心服务商的未来前景。红杉资本合伙人Shaun Maguire高度评价称，SpaceX过剩的火箭运力将催生太空数据中心这一可能的“史上最大市场机会之一”。马斯克本人更是对此充满信心：“在未来几年内，SpaceX的成就将远远超过所有人工智能公司加起来的总和。”他认为随着星舰发射成本持续下探，将AI部署至太空将具备极强经济合理性。“最快2-3年内，太空数据中心将比地面数据中心更具成本效益。”为了解决算力难题，SpaceX计划将IPO募来的资金用于建设太空数据中心，包括采购大量AI芯片。同时，公司还联合特斯拉官宣TERAFAB项目，计划年产能超1太瓦算力。而除了打造太空数据中心，PitchBook高级分析师弗兰科·格兰达认为，推进月球基地Alpha计划也是本次IPO募资的重要方向。该计划的核心是在月球表面建立永久性基地，虽然目前尚无明确的营收模式，也未规划可持续发展路径，但市场对此仍颇为看好。知情人士称，美国国家航空航天局计划扩大SpaceX“星舰”在月球任务中的角色。值得一提的是，为了给SpaceX IPO铺路，马斯克正就推特持股披露问题与SEC和解。高盛预测，若包括SpaceX在内的一众明星独角兽顺利上市，2026年美国IPO募资规模可能会飙升至1600亿美元新高。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2622804022","isCrawlerRequest":true}