SpaceX IPO 热度升温，公开市场有哪些相关标的？

SG Visual Research 图解研报

$谷歌(GOOG)$

SpaceX IPO 传闻继续升温，但普通投资者现在还不能直接买 SpaceX。

所以市场开始关注一些公开市场里的“相关标的”：比如早期投资方、Starlink 卫星通信生态、太空基础设施公司，以及太空经济 ETF。

这类标的不等于直接持有 SpaceX，更多是间接敞口或主题情绪。真正要看的，还是 SpaceX / Starlink 是否出现正式上市信号，以及这些概念股本身有没有足够真实的业务关联。

先看图。

SpaceX上市在即！太空概念关注哪家？

SpaceX正式启动IPO，招股书披露其估值超1.5万亿美元。核心业务Starlink订阅用户达1000万，年营收逾110亿美元。公司计划2028年部署轨道AI计算卫星星座，并布局月球及火星基础设施。马斯克股权激励与火星百万居民殖民地目标挂钩。【SpaceX上市在即，大家看好哪只太空股表现？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Cliff
05-22
Cliff
谷歌这层间接敞口有点远真炒起来你会先看Starlink生态吗
Patsusha
05-22
Patsusha
这波先看谷歌那点间接敞口别被SpaceX情绪带飞了

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