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知名投资者：SpaceX十年内或值50万亿美元，马斯克称“你估得还太低！”
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href=\"https://laohu8.com/S/SPCX\">SpaceX</a>(SPCX.US)未来十年估值可能高达50万亿美元，较当前估值接近25倍增长空间。他还称，SpaceX首席执行官埃隆·马斯克告诉他，这一预测可能仍偏保守。</p><p>SpaceX周二下跌逾4%，创两个多月来最差单日表现，今年迄今下跌3%。</p><p>巴伦的50万亿美元SpaceX估值论：不止于星链</p><p>巴伦在近期采访中表示：“10年后，我认为股价将达数千美元。我认为其估值将达20万亿、30万亿，甚至50万亿美元。埃隆觉得我估得太低。”他称，“从未见过”像SpaceX这样的公司，其潜力远不止火箭。</p><p>他将星链视为未来价值的主要来源。“仅星链未来十年就将值约14万亿至15万亿美元。”在8月采访中，巴伦给出更详细预测：星链年收入可能从150亿至170亿美元增长，并在十年内达到1万亿美元，年利润达7000亿至8000亿美元。</p><p>巴伦还看到轨道数据中心的更大机会。“太空中的数据中心，天哪，那太不可思议了。”他补充称，这些设施可避开地球上电力、水资源和许可限制，最终价值可能是星链的数倍。</p><p>摩根士丹利分析师亚当·乔纳斯也强调SpaceX的计算雄心。在投资者Sawyer Merritt于X分享的纪要摘录中，乔纳斯将“分布式推理云”列为该公司最被忽视的增长机会。他表示，物理AI系统网络扩张可能推动更大算力需求，并预计投资者未来一年将更关注这一主题。</p><p>SpaceX关注Ship 40隔热罩与发动机数据</p><p>巴伦的投资逻辑还取决于SpaceX降低入轨成本。他曾表示，星舰最终可能将发射成本从约1500美元/公斤降至150美元/公斤，使公司获得“巨大优势”。</p><p>SpaceX现已将第13次飞行使用的星舰上面级Ship 40运回星基地。该飞行器在印度洋溅落后幸存，并被运至得克萨斯州。公司称，该飞行器将提供关于已飞行隔热罩、猛禽发动机、航电及其他系统的“首开先河的数据”。</p><p>巴伦在采访中还表示，其公司自2017年以来已向SpaceX投资约25亿美元，持有该公司1.25%股份。截至6月，该持股价值约250亿美元。8月，他表示Baron Capital希望再投资10亿美元，并预计将从SpaceX持股中赚取“数千亿美元”。</p><p><a href=\"https://laohu8.com/S/RONB\">Baron First Principles ETF</a>(RONB.US)为投资者提供巴伦押注SpaceX的敞口。截至周一，该基金持有905,118股SpaceX，SpaceX为其最大持仓，约占资产41%。Baron First Principles ETF今年迄今下跌近1%，同期SPDR<a href=\"https://laohu8.com/S/CSPX.UK\">标普500 ETF</a> Trust(SPY.US)上涨15%，Invesco QQQ Trust(QQQ.US)上涨21%。</p><p>他给朋友的建议是继续加仓。“你应该买一些SpaceX，然后每个月持续买入。”他说，即使投资者醒来担心自己承担了过多风险，也应继续买入。</p><p>不过，他在8月表示：“我完全不知道这只股票短期会卖到什么价格。”他还提到，锁定期到期后，约2.7亿股SpaceX股票被做空，同时超过9.11亿股早期投资者股份已符合出售条件。</p><p>他的信心部分来自此前对马斯克的押注。巴伦称，其公司在2014年至2016年间向特斯拉投资4亿美元，迄今已赚约77亿美元。他预计这笔投资在未来10至15年将再增长五倍。</p><p>在Stocktwits上，SpaceX的散户情绪从一周前的看涨滑落至看空，消息量处于高位。不过，Baron First Principles ETF的情绪表现更好，维持中性，较一天前的看空回升，但过去三个月散户关注度下降，关注者减少逾10%。</p><p>一位用户表示：“个人认为我们才刚进入一轮重大调整的开端。我想看到125美元再次被测试，才会考虑开仓。”</p><p>另一位用户则感叹：“你能想象SpaceX到2030年涨到2000美元吗?我的6万美元将值超过70万美元，哈哈。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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href=http://www.zhitongcaijing.com/content/detail/1507060.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，在投资行业深耕56年的亿万富翁投资者罗恩·巴伦认为，SpaceX(SPCX.US)未来十年估值可能高达50万亿美元，较当前估值接近25倍增长空间。他还称，SpaceX首席执行官埃隆·马斯克告诉他，这一预测可能仍偏保守。SpaceX周二下跌逾4%，创两个多月来最差单日表现，今年迄今下跌3%。巴伦的50万亿美元SpaceX估值论：不止于星链巴伦在近期采访中表示：“10年后，我认为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1507060.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226","relate_stocks":{"LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4550":"红杉资本持仓","BK4588":"碎股","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) 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INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1507060.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2675122353","content_text":"智通财经APP获悉，在投资行业深耕56年的亿万富翁投资者罗恩·巴伦认为，SpaceX(SPCX.US)未来十年估值可能高达50万亿美元，较当前估值接近25倍增长空间。他还称，SpaceX首席执行官埃隆·马斯克告诉他，这一预测可能仍偏保守。SpaceX周二下跌逾4%，创两个多月来最差单日表现，今年迄今下跌3%。巴伦的50万亿美元SpaceX估值论：不止于星链巴伦在近期采访中表示：“10年后，我认为股价将达数千美元。我认为其估值将达20万亿、30万亿，甚至50万亿美元。埃隆觉得我估得太低。”他称，“从未见过”像SpaceX这样的公司，其潜力远不止火箭。他将星链视为未来价值的主要来源。“仅星链未来十年就将值约14万亿至15万亿美元。”在8月采访中，巴伦给出更详细预测：星链年收入可能从150亿至170亿美元增长，并在十年内达到1万亿美元，年利润达7000亿至8000亿美元。巴伦还看到轨道数据中心的更大机会。“太空中的数据中心，天哪，那太不可思议了。”他补充称，这些设施可避开地球上电力、水资源和许可限制，最终价值可能是星链的数倍。摩根士丹利分析师亚当·乔纳斯也强调SpaceX的计算雄心。在投资者Sawyer Merritt于X分享的纪要摘录中，乔纳斯将“分布式推理云”列为该公司最被忽视的增长机会。他表示，物理AI系统网络扩张可能推动更大算力需求，并预计投资者未来一年将更关注这一主题。SpaceX关注Ship 40隔热罩与发动机数据巴伦的投资逻辑还取决于SpaceX降低入轨成本。他曾表示，星舰最终可能将发射成本从约1500美元/公斤降至150美元/公斤，使公司获得“巨大优势”。SpaceX现已将第13次飞行使用的星舰上面级Ship 40运回星基地。该飞行器在印度洋溅落后幸存，并被运至得克萨斯州。公司称，该飞行器将提供关于已飞行隔热罩、猛禽发动机、航电及其他系统的“首开先河的数据”。巴伦在采访中还表示，其公司自2017年以来已向SpaceX投资约25亿美元，持有该公司1.25%股份。截至6月，该持股价值约250亿美元。8月，他表示Baron Capital希望再投资10亿美元，并预计将从SpaceX持股中赚取“数千亿美元”。Baron First Principles ETF(RONB.US)为投资者提供巴伦押注SpaceX的敞口。截至周一，该基金持有905,118股SpaceX，SpaceX为其最大持仓，约占资产41%。Baron First Principles ETF今年迄今下跌近1%，同期SPDR标普500 ETF Trust(SPY.US)上涨15%，Invesco QQQ Trust(QQQ.US)上涨21%。他给朋友的建议是继续加仓。“你应该买一些SpaceX，然后每个月持续买入。”他说，即使投资者醒来担心自己承担了过多风险，也应继续买入。不过，他在8月表示：“我完全不知道这只股票短期会卖到什么价格。”他还提到，锁定期到期后，约2.7亿股SpaceX股票被做空，同时超过9.11亿股早期投资者股份已符合出售条件。他的信心部分来自此前对马斯克的押注。巴伦称，其公司在2014年至2016年间向特斯拉投资4亿美元，迄今已赚约77亿美元。他预计这笔投资在未来10至15年将再增长五倍。在Stocktwits上，SpaceX的散户情绪从一周前的看涨滑落至看空，消息量处于高位。不过，Baron First Principles 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