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SpaceX将于本周二（8/4）盘后交出上市后的首份财报，作为刚入选纳斯达克100的新贵，星链（Starlink）用户与营收增长、以及发射业务的盈利能力是市场最关心的看点。Yahoo报道投资者热情高涨，甚至向马斯克团队抛出五花八门的问题。但从未公开财务的SpaceX估值锚定极难，首份财报的透明度与指引口径本身就是最大不确定性。这份首秀，会点燃还是浇灭太空叙事？

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