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ryan_0840

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- ryan_0840ryan_0840
  ·06-12
  这篇文章不错，转发给大家看看
  影子市场：SpaceX上市首日预期大涨超35%，估值或突破2万亿美元
  在线券商IG International提供的衍生品将SpaceX市值定价于2.4万亿美元，较每股135美元的IPO发行价及对应的1.77万亿美元估值，隐含涨幅超过35%。分析师将此次IPO前交易定性为该平台"迄今最受追捧"，并表示需求之旺盛"即便估值看起来已然偏高"亦未见消退。
  影子市场：SpaceX上市首日预期大涨超35%，估值或突破2万亿美元
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- ryan_0840ryan_0840
  ·2025-05-15
  $BLUE 20250815 4.0 CALL$
  2,254 评论
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- ryan_0840ryan_0840
  ·2025-04-07
  单日最大亏损
  1,641 评论
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- ryan_0840ryan_0840
  ·2025-03-12
  ‌$D-Wave Quantum Inc.(QBTS)$ ‌为啥停牌了？？
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- ryan_0840ryan_0840
  ·2025-02-13
  $亿航智能(EH)$ hold的力量
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- ryan_0840ryan_0840
  ·2025-01-09
  $D-Wave Quantum Inc.(QBTS)$ 感谢嘴臭的黄老板，好好卖显卡吧
  2,137 评论
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- ryan_0840ryan_0840
  ·2024-11-06
  $TSLA 20241108 267.5 CALL$ 马哥牛逼
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13:58","market":"other","language":"zh","title":"影子市场：SpaceX上市首日预期大涨超35%，估值或突破2万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2642254711","media":"华尔街见闻","summary":"在线券商IG International提供的衍生品将SpaceX市值定价于2.4万亿美元，较每股135美元的IPO发行价及对应的1.77万亿美元估值，隐含涨幅超过35%。分析师将此次IPO前交易定性为该平台\"迄今最受追捧\"，并表示需求之旺盛\"即便估值看起来已然偏高\"亦未见消退。","content":"<html><head></head><body><blockquote><p>在线券商IG International提供的衍生品将SpaceX市值定价于2.4万亿美元，较每股135美元的IPO发行价及对应的1.77万亿美元估值，隐含涨幅超过35%。分析师将此次IPO前交易定性为该平台&#34;迄今最受追捧&#34;，并表示需求之旺盛&#34;即便估值看起来已然偏高&#34;亦未见消退。</p></blockquote><p style=\"text-align: justify;\">马斯克旗下SpaceX即将叩开公开市场大门，影子交易传递出强烈看涨信号。</p><p style=\"text-align: justify;\">周五上午，<strong>在线券商IG International提供的衍生品将SpaceX市值定价于2.4万亿美元，较每股135美元的IPO发行价及对应的1.77万亿美元估值，隐含涨幅超过35%。</strong>与此同时，加密衍生品平台Hyperliquid上的SpaceX挂钩永续合约报价约174美元，隐含市值超过2.2万亿美元，过去24小时成交额逾1.43亿美元，未平仓合约规模超过2.08亿美元。</p><p style=\"text-align: justify;\">IG市场分析师Fabien Yip将此次IPO前交易定性为该平台&#34;迄今最受追捧&#34;，并表示需求之旺盛&#34;即便估值看起来已然偏高&#34;亦未见消退。预测市场Polymarket上，交易者给出SpaceX首日收盘市值超过2万亿美元的概率高达70%。</p><p style=\"text-align: justify;\">上述定价折射出投资者对AI与太空基础设施交叉资产日趋旺盛的需求。一旦SpaceX强势亮相，将为OpenAI和Anthropic PBC的上市计划提供重要市场背书；短期内，大规模资金的重新配置也可能对&#34;科技七巨头&#34;板块和特斯拉形成压力，同时提振SpaceX供应商、同业企业及全球相关持股方。</p><h2 id=\"2\">场外衍生品：两大平台共指估值超2万亿美元</h2><p style=\"text-align: justify;\">IG International的衍生品工具与Hyperliquid平台的永续合约，以各自不同的方式同步传递出相似的看涨信息。</p><p style=\"text-align: justify;\">前者在周五上午的定价，意味着SpaceX上市首日市值或达2.4万亿美元，较IPO定价高逾35%。Hyperliquid平台上的SpaceX挂钩永续合约——即不设到期日的合约——报价约174美元，隐含市值超过2.2万亿美元。该合约过去24小时成交额达1.43亿美元以上，未平仓合约规模超过2.08亿美元，显示出相当可观的市场参与深度。</p><p style=\"text-align: justify;\">Fabien Yip表示，&#34;此次IPO需求良好，盘前交易也吸引了大量兴趣。&#34;她强调，这是IG平台&#34;迄今最受追捧的IPO前交易，即便估值看起来已然偏高&#34;。她进一步指出，&#34;若盘前定价动能持续，将为下一批超大型IPO树立先例。&#34;</p><p style=\"text-align: justify;\">预测市场Polymarket的数据亦印证了这一乐观情绪，交易者目前给出SpaceX首日收盘市值超过2万亿美元的概率为70%。</p><h2 id=\"54446820\">短期影响：七巨头与特斯拉面临资金分流</h2><p style=\"text-align: justify;\">强劲首秀在提振市场情绪的同时，也可能催生短期资金的重新配置。SpaceX的上市可能从&#34;科技七巨头&#34;乃至特斯拉中抽走部分资金，投资者或将调整组合以纳入这一新兴公开市场标的。</p><p style=\"text-align: justify;\">另一方面，与SpaceX火箭及卫星业务紧密关联的供应商、同类企业及全球范围内的相关持股方，有望随这股市场热度一同受益。</p><p style=\"text-align: justify;\">SpaceX的上市结果对整个一级市场格局具有深远的参考价值。一次强劲的首日表现将向投资银行家提供有力证据，表明公开市场具备消化数年前尚难以想象的万亿美元级估值的能力，这对OpenAI和Anthropic PBC的潜在上市计划尤为关键。</p><p style=\"text-align: justify;\">这一逻辑的背景是AI与太空基础设施交叉资产所受到的高度市场关注。SpaceX若能成功实现万亿美元级估值的公开市场定价，将在一定程度上降低后续独角兽企业寻求高估值IPO的难度。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>影子市场：SpaceX上市首日预期大涨超35%，估值或突破2万亿美元</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n影子市场：SpaceX上市首日预期大涨超35%，估值或突破2万亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-12 13:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>在线券商IG International提供的衍生品将SpaceX市值定价于2.4万亿美元，较每股135美元的IPO发行价及对应的1.77万亿美元估值，隐含涨幅超过35%。分析师将此次IPO前交易定性为该平台&#34;迄今最受追捧&#34;，并表示需求之旺盛&#34;即便估值看起来已然偏高&#34;亦未见消退。</p></blockquote><p style=\"text-align: justify;\">马斯克旗下SpaceX即将叩开公开市场大门，影子交易传递出强烈看涨信号。</p><p style=\"text-align: justify;\">周五上午，<strong>在线券商IG International提供的衍生品将SpaceX市值定价于2.4万亿美元，较每股135美元的IPO发行价及对应的1.77万亿美元估值，隐含涨幅超过35%。</strong>与此同时，加密衍生品平台Hyperliquid上的SpaceX挂钩永续合约报价约174美元，隐含市值超过2.2万亿美元，过去24小时成交额逾1.43亿美元，未平仓合约规模超过2.08亿美元。</p><p style=\"text-align: justify;\">IG市场分析师Fabien Yip将此次IPO前交易定性为该平台&#34;迄今最受追捧&#34;，并表示需求之旺盛&#34;即便估值看起来已然偏高&#34;亦未见消退。预测市场Polymarket上，交易者给出SpaceX首日收盘市值超过2万亿美元的概率高达70%。</p><p style=\"text-align: justify;\">上述定价折射出投资者对AI与太空基础设施交叉资产日趋旺盛的需求。一旦SpaceX强势亮相，将为OpenAI和Anthropic PBC的上市计划提供重要市场背书；短期内，大规模资金的重新配置也可能对&#34;科技七巨头&#34;板块和特斯拉形成压力，同时提振SpaceX供应商、同业企业及全球相关持股方。</p><h2 id=\"2\">场外衍生品：两大平台共指估值超2万亿美元</h2><p style=\"text-align: justify;\">IG International的衍生品工具与Hyperliquid平台的永续合约，以各自不同的方式同步传递出相似的看涨信息。</p><p style=\"text-align: justify;\">前者在周五上午的定价，意味着SpaceX上市首日市值或达2.4万亿美元，较IPO定价高逾35%。Hyperliquid平台上的SpaceX挂钩永续合约——即不设到期日的合约——报价约174美元，隐含市值超过2.2万亿美元。该合约过去24小时成交额达1.43亿美元以上，未平仓合约规模超过2.08亿美元，显示出相当可观的市场参与深度。</p><p style=\"text-align: justify;\">Fabien Yip表示，&#34;此次IPO需求良好，盘前交易也吸引了大量兴趣。&#34;她强调，这是IG平台&#34;迄今最受追捧的IPO前交易，即便估值看起来已然偏高&#34;。她进一步指出，&#34;若盘前定价动能持续，将为下一批超大型IPO树立先例。&#34;</p><p style=\"text-align: justify;\">预测市场Polymarket的数据亦印证了这一乐观情绪，交易者目前给出SpaceX首日收盘市值超过2万亿美元的概率为70%。</p><h2 id=\"54446820\">短期影响：七巨头与特斯拉面临资金分流</h2><p style=\"text-align: justify;\">强劲首秀在提振市场情绪的同时，也可能催生短期资金的重新配置。SpaceX的上市可能从&#34;科技七巨头&#34;乃至特斯拉中抽走部分资金，投资者或将调整组合以纳入这一新兴公开市场标的。</p><p style=\"text-align: justify;\">另一方面，与SpaceX火箭及卫星业务紧密关联的供应商、同类企业及全球范围内的相关持股方，有望随这股市场热度一同受益。</p><p style=\"text-align: justify;\">SpaceX的上市结果对整个一级市场格局具有深远的参考价值。一次强劲的首日表现将向投资银行家提供有力证据，表明公开市场具备消化数年前尚难以想象的万亿美元级估值的能力，这对OpenAI和Anthropic PBC的潜在上市计划尤为关键。</p><p style=\"text-align: justify;\">这一逻辑的背景是AI与太空基础设施交叉资产所受到的高度市场关注。SpaceX若能成功实现万亿美元级估值的公开市场定价，将在一定程度上降低后续独角兽企业寻求高估值IPO的难度。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"UFO":"Procure Space ETF","SPCU":"2倍做多SpaceX ETF-Defiance","SPCX":"SPAC and New Issue ETF","SNK":"2倍做空SpaceX ETF-GraniteShares","BK4615":"SpaceX概念","XOVR":"ERShares Private-Public Crossover ETF","IPOS":"Renaissance International IPO ETF","LOFF":"2倍做多SpaceX ETF-Direxion","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares","BK4089":"非传统电信运营商","DXYZ":"Destiny Tech100 Inc"},"source_url":"https://wallstreetcn.com/articles/3774506","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642254711","content_text":"在线券商IG International提供的衍生品将SpaceX市值定价于2.4万亿美元，较每股135美元的IPO发行价及对应的1.77万亿美元估值，隐含涨幅超过35%。分析师将此次IPO前交易定性为该平台\"迄今最受追捧\"，并表示需求之旺盛\"即便估值看起来已然偏高\"亦未见消退。马斯克旗下SpaceX即将叩开公开市场大门，影子交易传递出强烈看涨信号。周五上午，在线券商IG International提供的衍生品将SpaceX市值定价于2.4万亿美元，较每股135美元的IPO发行价及对应的1.77万亿美元估值，隐含涨幅超过35%。与此同时，加密衍生品平台Hyperliquid上的SpaceX挂钩永续合约报价约174美元，隐含市值超过2.2万亿美元，过去24小时成交额逾1.43亿美元，未平仓合约规模超过2.08亿美元。IG市场分析师Fabien Yip将此次IPO前交易定性为该平台\"迄今最受追捧\"，并表示需求之旺盛\"即便估值看起来已然偏高\"亦未见消退。预测市场Polymarket上，交易者给出SpaceX首日收盘市值超过2万亿美元的概率高达70%。上述定价折射出投资者对AI与太空基础设施交叉资产日趋旺盛的需求。一旦SpaceX强势亮相，将为OpenAI和Anthropic PBC的上市计划提供重要市场背书；短期内，大规模资金的重新配置也可能对\"科技七巨头\"板块和特斯拉形成压力，同时提振SpaceX供应商、同业企业及全球相关持股方。场外衍生品：两大平台共指估值超2万亿美元IG International的衍生品工具与Hyperliquid平台的永续合约，以各自不同的方式同步传递出相似的看涨信息。前者在周五上午的定价，意味着SpaceX上市首日市值或达2.4万亿美元，较IPO定价高逾35%。Hyperliquid平台上的SpaceX挂钩永续合约——即不设到期日的合约——报价约174美元，隐含市值超过2.2万亿美元。该合约过去24小时成交额达1.43亿美元以上，未平仓合约规模超过2.08亿美元，显示出相当可观的市场参与深度。Fabien Yip表示，\"此次IPO需求良好，盘前交易也吸引了大量兴趣。\"她强调，这是IG平台\"迄今最受追捧的IPO前交易，即便估值看起来已然偏高\"。她进一步指出，\"若盘前定价动能持续，将为下一批超大型IPO树立先例。\"预测市场Polymarket的数据亦印证了这一乐观情绪，交易者目前给出SpaceX首日收盘市值超过2万亿美元的概率为70%。短期影响：七巨头与特斯拉面临资金分流强劲首秀在提振市场情绪的同时，也可能催生短期资金的重新配置。SpaceX的上市可能从\"科技七巨头\"乃至特斯拉中抽走部分资金，投资者或将调整组合以纳入这一新兴公开市场标的。另一方面，与SpaceX火箭及卫星业务紧密关联的供应商、同类企业及全球范围内的相关持股方，有望随这股市场热度一同受益。SpaceX的上市结果对整个一级市场格局具有深远的参考价值。一次强劲的首日表现将向投资银行家提供有力证据，表明公开市场具备消化数年前尚难以想象的万亿美元级估值的能力，这对OpenAI和Anthropic 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