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$SpaceX(SPCX)$ 中國的散戶無緣了（悲

Here comes the 2 trillion giant! SpaceX Debut Closes Up 19%, Over $350 Billion Rush for the Largest IPO in History

据报道，机构投资者认购SpaceX IPO需求超2500亿美元，近三分之一机构未获配；散户订单超1000亿、仅获配20%。据报道，此次IPO共吸引超过3500亿美元认购资金，机构与散户争相抢筹，认购倍数创下近年来大型IPO新纪录。SpaceX上市后，若承销商全额行使超额配售权，在30天内再额外发行8333万股，该司的募资规模将进一步扩大至862.5亿美元。SpaceX上市前，需求端已空前火爆。

Here comes the 2 trillion giant! SpaceX Debut Closes Up 19%, Over $350 Billion Rush for the Largest IPO in History

# SpaceX IPO Progress

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":574877770827296,"tweetId":"574877770827296","gmtCreate":1781359416349,"gmtModify":1781404224841,"author":{"id":4243698489505002,"idStr":"4243698489505002","authorId":4243698489505002,"authorIdStr":"4243698489505002","name":"lm1820","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[{"themeId":"6c5b1e98ab57449e9a363569b6b7313b","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"SpaceX IPO Progress","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":6c5b1e98ab57449e9a363569b6b7313b}&rnconfig={\"headerBarHidden\": true}","description":"A quick look at the listing process of SpaceX, a space exploration company controlled by Musk.","image":"https://community-static.tradeup.com/news/5fbddd7de3f9673d3a47f4cc579b305a"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> 中國的散戶無緣了（悲</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> 中國的散戶無緣了（悲</body></html>","text":"$SpaceX(SPCX)$ 中國的散戶無緣了（悲","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/574877770827296","repostId":1181489732,"repostType":2,"repost":{"id":"1181489732","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1781304988,"share":"https://ttm.financial/m/news/1181489732?lang=en_US&edition=fundamental","pubTime":"2026-06-13 06:56","market":"us","language":"zh","title":"Here comes the 2 trillion giant! SpaceX Debut Closes Up 19%, Over $350 Billion Rush for the Largest IPO in History","url":"https://stock-news.laohu8.com/highlight/detail?id=1181489732","media":"华尔街见闻","summary":"据报道，机构投资者认购SpaceX IPO需求超2500亿美元，近三分之一机构未获配；散户订单超1000亿、仅获配20%。据报道，此次IPO共吸引超过3500亿美元认购资金，机构与散户争相抢筹，认购倍数创下近年来大型IPO新纪录。SpaceX上市后，若承销商全额行使超额配售权，在30天内再额外发行8333万股，该司的募资规模将进一步扩大至862.5亿美元。SpaceX上市前，需求端已空前火爆。","content":"<html><head></head><body>SpaceX's opening indication price rose by nearly 30% from the issue price at the highest, and once rose by more than 30% after the opening. By the close, its market value ranked sixth in U.S. stocks, and Tesla's eighth. Other space stocks plummeted, and Virgin Galactic fell by more than 30%. According to reports, institutional investors' demand for SpaceX IPO exceeds 250 billion US dollars, and nearly one-third of institutions have not been allocated; Retail orders exceeded 100 billion, and only 20% were allocated. When Musk rang the bell, he said that the company's listing is an important step for mankind to move towards interstellar civilization. SpaceX President Shotwell: Going public will accelerate Starship and Starlink expansion.The global capital market ushered in a historic moment. Space Exploration Technology Company (SpaceX) was popular, and its share price rose by double digits in its first show, gaining a market value of over $2 trillion.At the end of the morning trading of U.S. stocks on Friday, 12th Eastern Time, Musk's SpaceX officially landed on Nasdaq with SPCX as its stock code. The opening price was $150, up 11% from the issue price, and it reached $176.52 at noon, with an increase of nearly 31%. Then, it gave up some of the gains, closing at $160.95, closing up about 19.2%. The company's market value exceeded $2.1 trillion.<img src=\"https://static.tigerbbs.com/b2ec3b1f455fe6ae10e832b851df5b9c\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/>By the close, SpaceX's market value was the sixth highest in U.S. stocks, with the top five being Nvidia, Google's parent company Alphabet, Apple, Microsoft and Amazon. Another Musk-run company, Tesla, has a market value of nearly $1.3 trillion, ranking eighth, followed by Broadcom, which has a market value of more than $1.8 trillion.As the largest IPO ever, SpaceX has raised $75 billion excluding over-allotment, more than double the pre-IPO record set by Saudi Aramco. Even if the book value is not calculated according to the intraday trading price and the issue price, and the market value of over 700 million Tesla shares is superimposed, Musk, who holds about 42% of SpaceX shares, has become the first rich person in human history whose net worth has exceeded the $1 trillion mark.Before the official opening, market enthusiasm continued to heat up. According to reports, the IPO attracted more than 350 billion US dollars of subscription funds, and institutions and retail investors rushed to raise funds. The subscription multiple set a new record for large-scale IPOs in recent years. According to Nasdaq data, the opening indication price of SpaceX once rose to $175, up nearly 30% from the offering price, showing that investors' pursuit of the world's most influential commercial space company far exceeded expectations.Retail investors bought $18.1 million worth of shares in the first 20 minutes after SpaceX stock began trading, making SpaceX the second-largest target to buy individual stocks on Friday after Nvidia. Because SpaceX is too \"sucking gold\", other space concept stocks that also rose across the board on Thursday generally plunged. Space travel company Virgin Galactic Holdings (SPCE) fell more than 30%, and satellite communications company EchoStar (SATS), which holds a stake in SpaceX, was not spared, falling more than 10%.SpaceX, which is involved in the fields of rockets, satellites and AI, completed a history-making IPO, paving the way for other companies that build AI models to go public on a very large scale. Before SpaceX's listing, the media estimated that if SpaceX, OpenAI and Anthropic were successfully listed, it would bring a total of 3.6 trillion US dollars in new market value to the American stock exchange. Based on the performance of SpaceX after its listing, this increase may be higher.<h2 id=\"id_2396227245\">Institutions spend $250 billion to raise nearly a third of institutions that are not allocated</h2>SpaceX sold a total of 555.6 million shares in this IPO, with an issue price of US$135, and the fund-raising scale reached US$75 billion, far exceeding the pre-listing fund-raising record of US$29.4 billion set by Saudi Aramco in 2019. The company's valuation was about US$1.77 trillion.After SpaceX's listing, if the underwriters fully exercise the over-allotment option and issue an additional 83.33 million shares within 30 days, the company's fund-raising scale will be further expanded to $86.25 billion.Before SpaceX went public, the demand side was unprecedentedly hot. The media learned from people familiar with the matter that this IPO has accumulated more than 350 billion US dollars in subscription demand, of which institutional investors have subscribed more than 250 billion US dollars, and nearly one-third of institutions have not been allocated.According to the above-mentioned media, in this offering, SpaceX will distribute about 20% of its shares to individual investors, which is equivalent to about $15 billion of shares flowing to the retail market. Nonetheless, a large number of investors remain unplaced or receive only a tiny share, as retail investors submit orders in excess of $100 billion.Among institutional investors, long-term funds have become the focus of the placement. About 70% of institutional placement shares are allocated to long-term investors and sovereign wealth funds. Previous media reports said that BlackRock separately submitted subscription orders of about $5 billion, while the Saudi Public Investment Fund (PIF) and the Kuwait Investment Authority (KIA) each subscribed for shares with a scale of $1 billion to $5 billion.The lineup of investment banks involved in underwriting is equally luxurious, including 23 financial institutions including Goldman Sachs, Morgan Stanley, Bank of America, Citigroup and JPMorgan Chase.<h2 id=\"id_2896388406\">Musk rings the bell to speak: This is an important step for mankind to move towards interstellar civilization</h2>On Friday morning, Eastern Time, SpaceX management team rang the opening bell at Nasdaq Market Center in New York. On the screen displayed on the spot, Musk delivered a video speech at SpaceX headquarters in Texas, USA, and participated in the bell ringing ceremony remotely.\"Today belongs not only to SpaceX, but to everyone who believes that humanity can become a multi-planetary species in the future,\" Musk said.He emphasized that going public will not change the company's long-term mission:\"Our goal has always been to make humanity an interstellar civilization. The capital market is just a tool to help us accelerate this goal.\"Musk also thanked the employees, investors and Starlink users who have long supported the company, and said that SpaceX will still invest most of its resources in the Mars program, the next generation \"Starship\" and the construction of global satellite Internet network in the future.<h2 id=\"id_1820064662\">Shotwell: Listing to Accelerate Starship and Starlink Expansion</h2>\"Today is an important milestone in the company's journey, but what's really important is what we're going to accomplish next,\" SpaceX President and COO Gwynne Shotwell said in an interview on Nasdaq.Shotwell said that the funds raised this time will be mainly used for:<ul style=\"\"><li>The next phase of research and development and mass production of Starship;</li><li>\"Starlink\" global network expansion;</li><li>Construction of new generation satellite manufacturing facilities;</li><li>Investments in deep space exploration projects.</li></ul>\"Going public gives us unprecedented capital strength to move faster on projects that would otherwise take a decade to complete,\" she said.Shotwell told the media that in addition to commercial projects, SpaceX is also committed to serving the government and fulfilling related contracts.\"We are a patriotic business and we want to ensure that the government has access to leading technology and the best quality products, and I think we are providing the best quality products,\" she said. She also said that SpaceX will \"always support our government.\"<h2 id=\"id_1434619108\">What does Wall Street think of SpaceX?</h2>For Wall Street, SpaceX is more than just a rocket company.Analysts generally believe that its business model has simultaneously covered: launch services; Satellite Internet; Defense and Intelligence Operations; Space infrastructure; Deep space exploration. Therefore, more and more institutions regard it as a \"super enterprise\" with the attributes of technology platform, defense contractor and infrastructure operator.Wedbush analyst Dan Ives said:\"SpaceX is one of the most important technology companies in the world in the past two decades, and its listing is as significant as when Google, Facebook and Alibaba landed in the capital market.\"Many investors regard SpaceX as the core growth asset in the next decade alongside technology giants such as Nvidia, Microsoft and Apple.Sean Maguire, a partner at Sequoia Capital, drew an analogy between today's SpaceX and AI chip giant Nvidia. He said:\"Personally, I think SpaceX now is more like Nvidia three years ago than Tesla, which many investors often use to compare it with. I mean, I'm confident that it will achieve explosive revenue growth.\"Maguire also added that as an individual investor, he intends to \"hold these (SpaceX) shares forever.\"Mandeep Singh, senior analyst at Bloomberg Industry Research, is more bullish on the prospects of SpaceX's two acquisitions this year. Among them, after being acquired by SpaceX, Cursor's position as an AI infrastructure provider and coding agent will be further consolidated by the IPO.For Musk-founded AI startup xAI, which completed the acquisition in early February, Singh noted that xAI's contribution to SpaceX's sales could rise from about 17% to more than 50% by the end of 2026. He expects xAI to reach $30 billion in sales by 2027, supporting a valuation of $300 billion to $400 billion, about 10 to 13 times expected sales.<h2 id=\"id_3499649840\">Capital markets usher in a new era</h2>SpaceX's listing not only sets an all-time IPO record, but may also reshape the U.S. capital market landscape.Many of the most growing tech businesses have long chosen to stay in private equity for a long time, and SpaceX's successful listing is seen as a major turning point.Analysts believe that if SpaceX performs strongly after listing, it may further push OpenAI, Databricks, Stripe and other super unicorns to reconsider their IPO plans.For investors, this is also the first time that they can directly participate in the growth of the global commercial aerospace industry leader.With the first deal about to be born, the focus of the market has shifted from \"whether it can be successfully listed\" to another question:When SpaceX, with a valuation of $1.8 trillion, really starts trading, what kind of price is Wall Street willing to give this \"Mars company\".</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>Here comes the 2 trillion giant! SpaceX Debut Closes Up 19%, Over $350 Billion Rush for the Largest IPO in History</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nHere comes the 2 trillion giant! SpaceX Debut Closes Up 19%, Over $350 Billion Rush for the Largest IPO in History\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\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华尔街见闻 \n2026-06-13 06:56\n</div>\n</a>\n</h4>\n</header>\n<article>\n<html><head></head><body>SpaceX's opening indication price rose by nearly 30% from the issue price at the highest, and once rose by more than 30% after the opening. By the close, its market value ranked sixth in U.S. stocks, and Tesla's eighth. Other space stocks plummeted, and Virgin Galactic fell by more than 30%. According to reports, institutional investors' demand for SpaceX IPO exceeds 250 billion US dollars, and nearly one-third of institutions have not been allocated; Retail orders exceeded 100 billion, and only 20% were allocated. When Musk rang the bell, he said that the company's listing is an important step for mankind to move towards interstellar civilization. SpaceX President Shotwell: Going public will accelerate Starship and Starlink expansion.The global capital market ushered in a historic moment. Space Exploration Technology Company (SpaceX) was popular, and its share price rose by double digits in its first show, gaining a market value of over $2 trillion.At the end of the morning trading of U.S. stocks on Friday, 12th Eastern Time, Musk's SpaceX officially landed on Nasdaq with SPCX as its stock code. The opening price was $150, up 11% from the issue price, and it reached $176.52 at noon, with an increase of nearly 31%. Then, it gave up some of the gains, closing at $160.95, closing up about 19.2%. The company's market value exceeded $2.1 trillion.<img src=\"https://static.tigerbbs.com/b2ec3b1f455fe6ae10e832b851df5b9c\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/>By the close, SpaceX's market value was the sixth highest in U.S. stocks, with the top five being Nvidia, Google's parent company Alphabet, Apple, Microsoft and Amazon. Another Musk-run company, Tesla, has a market value of nearly $1.3 trillion, ranking eighth, followed by Broadcom, which has a market value of more than $1.8 trillion.As the largest IPO ever, SpaceX has raised $75 billion excluding over-allotment, more than double the pre-IPO record set by Saudi Aramco. Even if the book value is not calculated according to the intraday trading price and the issue price, and the market value of over 700 million Tesla shares is superimposed, Musk, who holds about 42% of SpaceX shares, has become the first rich person in human history whose net worth has exceeded the $1 trillion mark.Before the official opening, market enthusiasm continued to heat up. According to reports, the IPO attracted more than 350 billion US dollars of subscription funds, and institutions and retail investors rushed to raise funds. The subscription multiple set a new record for large-scale IPOs in recent years. According to Nasdaq data, the opening indication price of SpaceX once rose to $175, up nearly 30% from the offering price, showing that investors' pursuit of the world's most influential commercial space company far exceeded expectations.Retail investors bought $18.1 million worth of shares in the first 20 minutes after SpaceX stock began trading, making SpaceX the second-largest target to buy individual stocks on Friday after Nvidia. Because SpaceX is too \"sucking gold\", other space concept stocks that also rose across the board on Thursday generally plunged. Space travel company Virgin Galactic Holdings (SPCE) fell more than 30%, and satellite communications company EchoStar (SATS), which holds a stake in SpaceX, was not spared, falling more than 10%.SpaceX, which is involved in the fields of rockets, satellites and AI, completed a history-making IPO, paving the way for other companies that build AI models to go public on a very large scale. Before SpaceX's listing, the media estimated that if SpaceX, OpenAI and Anthropic were successfully listed, it would bring a total of 3.6 trillion US dollars in new market value to the American stock exchange. Based on the performance of SpaceX after its listing, this increase may be higher.<h2 id=\"id_2396227245\">Institutions spend $250 billion to raise nearly a third of institutions that are not allocated</h2>SpaceX sold a total of 555.6 million shares in this IPO, with an issue price of US$135, and the fund-raising scale reached US$75 billion, far exceeding the pre-listing fund-raising record of US$29.4 billion set by Saudi Aramco in 2019. The company's valuation was about US$1.77 trillion.After SpaceX's listing, if the underwriters fully exercise the over-allotment option and issue an additional 83.33 million shares within 30 days, the company's fund-raising scale will be further expanded to $86.25 billion.Before SpaceX went public, the demand side was unprecedentedly hot. The media learned from people familiar with the matter that this IPO has accumulated more than 350 billion US dollars in subscription demand, of which institutional investors have subscribed more than 250 billion US dollars, and nearly one-third of institutions have not been allocated.According to the above-mentioned media, in this offering, SpaceX will distribute about 20% of its shares to individual investors, which is equivalent to about $15 billion of shares flowing to the retail market. Nonetheless, a large number of investors remain unplaced or receive only a tiny share, as retail investors submit orders in excess of $100 billion.Among institutional investors, long-term funds have become the focus of the placement. About 70% of institutional placement shares are allocated to long-term investors and sovereign wealth funds. Previous media reports said that BlackRock separately submitted subscription orders of about $5 billion, while the Saudi Public Investment Fund (PIF) and the Kuwait Investment Authority (KIA) each subscribed for shares with a scale of $1 billion to $5 billion.The lineup of investment banks involved in underwriting is equally luxurious, including 23 financial institutions including Goldman Sachs, Morgan Stanley, Bank of America, Citigroup and JPMorgan Chase.<h2 id=\"id_2896388406\">Musk rings the bell to speak: This is an important step for mankind to move towards interstellar civilization</h2>On Friday morning, Eastern Time, SpaceX management team rang the opening bell at Nasdaq Market Center in New York. On the screen displayed on the spot, Musk delivered a video speech at SpaceX headquarters in Texas, USA, and participated in the bell ringing ceremony remotely.\"Today belongs not only to SpaceX, but to everyone who believes that humanity can become a multi-planetary species in the future,\" Musk said.He emphasized that going public will not change the company's long-term mission:\"Our goal has always been to make humanity an interstellar civilization. The capital market is just a tool to help us accelerate this goal.\"Musk also thanked the employees, investors and Starlink users who have long supported the company, and said that SpaceX will still invest most of its resources in the Mars program, the next generation \"Starship\" and the construction of global satellite Internet network in the future.<h2 id=\"id_1820064662\">Shotwell: Listing to Accelerate Starship and Starlink Expansion</h2>\"Today is an important milestone in the company's journey, but what's really important is what we're going to accomplish next,\" SpaceX President and COO Gwynne Shotwell said in an interview on Nasdaq.Shotwell said that the funds raised this time will be mainly used for:<ul style=\"\"><li>The next phase of research and development and mass production of Starship;</li><li>\"Starlink\" global network expansion;</li><li>Construction of new generation satellite manufacturing facilities;</li><li>Investments in deep space exploration projects.</li></ul>\"Going public gives us unprecedented capital strength to move faster on projects that would otherwise take a decade to complete,\" she said.Shotwell told the media that in addition to commercial projects, SpaceX is also committed to serving the government and fulfilling related contracts.\"We are a patriotic business and we want to ensure that the government has access to leading technology and the best quality products, and I think we are providing the best quality products,\" she said. She also said that SpaceX will \"always support our government.\"<h2 id=\"id_1434619108\">What does Wall Street think of SpaceX?</h2>For Wall Street, SpaceX is more than just a rocket company.Analysts generally believe that its business model has simultaneously covered: launch services; Satellite Internet; Defense and Intelligence Operations; Space infrastructure; Deep space exploration. Therefore, more and more institutions regard it as a \"super enterprise\" with the attributes of technology platform, defense contractor and infrastructure operator.Wedbush analyst Dan Ives said:\"SpaceX is one of the most important technology companies in the world in the past two decades, and its listing is as significant as when Google, Facebook and Alibaba landed in the capital market.\"Many investors regard SpaceX as the core growth asset in the next decade alongside technology giants such as Nvidia, Microsoft and Apple.Sean Maguire, a partner at Sequoia Capital, drew an analogy between today's SpaceX and AI chip giant Nvidia. He said:\"Personally, I think SpaceX now is more like Nvidia three years ago than Tesla, which many investors often use to compare it with. I mean, I'm confident that it will achieve explosive revenue growth.\"Maguire also added that as an individual investor, he intends to \"hold these (SpaceX) shares forever.\"Mandeep Singh, senior analyst at Bloomberg Industry Research, is more bullish on the prospects of SpaceX's two acquisitions this year. Among them, after being acquired by SpaceX, Cursor's position as an AI infrastructure provider and coding agent will be further consolidated by the IPO.For Musk-founded AI startup xAI, which completed the acquisition in early February, Singh noted that xAI's contribution to SpaceX's sales could rise from about 17% to more than 50% by the end of 2026. He expects xAI to reach $30 billion in sales by 2027, supporting a valuation of $300 billion to $400 billion, about 10 to 13 times expected sales.<h2 id=\"id_3499649840\">Capital markets usher in a new era</h2>SpaceX's listing not only sets an all-time IPO record, but may also reshape the U.S. capital market landscape.Many of the most growing tech businesses have long chosen to stay in private equity for a long time, and SpaceX's successful listing is seen as a major turning point.Analysts believe that if SpaceX performs strongly after listing, it may further push OpenAI, Databricks, Stripe and other super unicorns to reconsider their IPO plans.For investors, this is also the first time that they can directly participate in the growth of the global commercial aerospace industry leader.With the first deal about to be born, the focus of the market has shifted from \"whether it can be successfully listed\" to another question:When SpaceX, with a valuation of $1.8 trillion, really starts trading, what kind of price is Wall Street willing to give this \"Mars company\".</body></html>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226","relate_stocks":{"SPCX":"SPAC and New Issue ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181489732","content_text":"SpaceX开盘指示价最高较发行价涨近30%，开盘后一度涨逾30%，到收盘，市值位居美股第六，特斯拉排第八，其他太空股重挫，维珍银河跌超30%。据报道，机构投资者认购SpaceX IPO需求超2500亿美元，近三分之一机构未获配；散户订单超1000亿、仅获配20%。马斯克敲钟时称，公司上市是人类迈向星际文明的重要一步。SpaceX总裁Shotwell：上市将加速星舰和星链扩张。全球资本市场迎来历史性时刻，太空探索技术公司（SpaceX）受热捧，首秀股价两位数大涨，斩获超2万亿美元市值。美东时间12日周五美股早盘尾声时，马斯克旗下SpaceX以SPCX为股票代码正式登陆纳斯达克，开盘价报150美元，较发行价涨11%，午盘刷新日高至176.52美元，涨幅扩大到将近31%，后回吐部分涨幅，到收盘报160.95美元，收涨约19.2%，公司市值逾2.1万亿美元。到收盘，SpaceX的市值在美股中居于第六高位，前五名分别是英伟达、谷歌母公司Alphabet、苹果、微软、亚马逊。另一马斯克执掌公司特斯拉的市值将近1.3万亿美元，排名第八，第七位是市值逾1.8万亿美元的博通。作为有史以来规模最大的IPO，SpaceX此次不计超额配售已募资750亿美元，为沙特阿美所创IPO募资前纪录的两倍多。即使不按盘中交易价、以发行价计算账面价值，叠加所持特斯拉超7亿股的市值，持有SpaceX约42%股份的马斯克也已成为人类史上首位身家突破1万亿美元大关的富豪。在正式开盘前，市场热情持续升温。据报道，此次IPO共吸引超过3500亿美元认购资金，机构与散户争相抢筹，认购倍数创下近年来大型IPO新纪录。纳斯达克数据显示，SpaceX开盘指示价一度升至175美元，较发行价涨近30%，显示投资者对这家全球最具影响力的商业航天公司的追捧远超预期。SpaceX股票开始交易后，前20分钟内，散户就买入了价值1810万美元股票，让SpaceX成为周五仅次于英伟达的第二大规模买入个股标的。由于SpaceX太“吸金”，周四还全线高涨的其他太空概念股普遍重挫。太空旅行公司维珍银河控股（SPCE）跌超30%，持有SpaceX股份的卫星通信公司EchoStar（SATS）也未幸免，跌超10%。涉足火箭、卫星及AI领域的SpaceX完成创造历史的IPO，为其他打造AI模型的公司进行超大规模的上市铺平道路。SpaceX上市前，媒体估算，若SpaceX、OpenAI和Anthropic三家公司均成功上市，将给美国证交所合计带来3.6万亿美元的新增市值，以SpaceX上市后的表现看，这个增量可能更高。机构豪掷2500亿美元抢筹 近三分之一机构未获配SpaceX此次IPO共出售5.556亿股股票，发行价135美元，募资规模达到750亿美元，远超沙特阿美2019年创下的294亿美元上市募资前纪录，公司估值约1.77万亿美元。SpaceX上市后，若承销商全额行使超额配售权，在30天内再额外发行8333万股，该司的募资规模将进一步扩大至862.5亿美元。SpaceX上市前，需求端已空前火爆。媒体从知情人士处获悉，本次IPO累计获得超过3500亿美元认购需求，其中机构投资者认购金额超过2500亿美元，近三分之一机构未获配。据上述媒体，此次发行中，SpaceX将约20%的股份分配给个人投资者，以此计算，相当于约150亿美元股票流向散户市场。尽管如此，仍有大量投资者未获配售或仅获得极少份额，因为散户投资者提交的订单规模超过1000亿美元。机构投资者中，长期资金成为配售重点。约70%的机构配售股份分配给长线投资者和主权财富基金。此前媒体报道称，贝莱德单独提交了约50亿美元认购订单，而沙特公共投资基金（PIF）和科威特投资局（KIA）分别申购了10亿至50亿美元规模的股票。参与承销的投行阵容同样豪华，包括高盛、摩根士丹利、美国银行、花旗和摩根大通等23家金融机构。马斯克敲钟讲话：这是人类迈向星际文明的重要一步美东时间周五上午，SpaceX管理团队在纽约纳斯达克市场中心敲响开市钟，现场展示的屏幕中，马斯克在美国得州的SpaceX总部发表视频讲话，远程参与敲钟仪式。马斯克表示：“今天不仅属于SpaceX，也属于所有相信人类未来能够成为多行星物种的人。”他强调，上市不会改变公司的长期使命：“我们的目标始终是让人类成为星际文明。资本市场只是帮助我们加速实现这一目标的工具。”马斯克同时感谢了长期支持公司的员工、投资者以及Starlink用户，并表示SpaceX未来仍将把绝大部分资源投入火星计划、下一代“星舰”（Starship）以及全球卫星互联网网络建设。Shotwell：上市将加速星舰和星链扩张SpaceX总裁兼COO Gwynne Shotwell在纳斯达克接受采访时表示：“今天是公司发展历程中的重要里程碑，但真正重要的是我们接下来要完成的事情。”Shotwell称，本次募集资金将主要用于：星舰下一阶段研发和量产；“星链”（Starlink）全球网络扩容；新一代卫星制造设施建设；深空探索项目投资。她表示：“上市让我们拥有前所未有的资本实力，可以更快推进那些原本需要十年才能完成的项目。”Shotwell对媒体表示，除了商业项目，SpaceX同样致力于服务政府并履行相关合同。她说：“我们是一家爱国企业，我们希望确保政府能够获得领先的技术和最优质的产品，而我认为，我们提供的正是最优质的产品。” 她还说，SpaceX 将“始终支持我们的政府”。华尔街如何看待SpaceX？对于华尔街而言，SpaceX不仅是一家火箭公司。分析师普遍认为，其商业模式已同时覆盖：发射服务；卫星互联网；国防与情报业务；太空基础设施；深空探索。因此越来越多机构将其视作兼具科技平台、国防承包商和基础设施运营商属性的“超级企业”。Wedbush分析师Dan Ives表示：“SpaceX是过去二十年全球最重要的科技企业之一，其上市意义不亚于当年谷歌、Facebook和阿里巴巴登陆资本市场。”不少投资者则将SpaceX与英伟达、微软、苹果等科技巨头并列视为未来十年的核心成长资产。红杉资本（Sequoia Capital）合伙人Sean Maguire将如今的SpaceX 与AI芯片巨头英伟达进行了类比。他说：“我个人认为，现在的SpaceX 更像三年前的英伟达，而不是许多投资者常用来与之对比的特斯拉。我的意思是，我对它实现营收爆发式增长充满信心。”Maguire还补充说，作为一名个人投资者，他打算“永远持有这些（SpaceX）股份”。彭博行业研究高级分析师Mandeep Singh更看好SpaceX今年两笔收购的前景。其中，被SpaceX收购后，Cursor作为AI基础设施提供商和编码代理的地位将因IPO进一步巩固。对于2月初完成收购的马斯克创立AI初创xAI， Singh指出，到2026年底，xAI对SpaceX销售额的贡献可能从约17%升至超过50%。他预计，xAI到2027年销售额有望达300亿美元，支撑3000亿至4000亿美元的估值，约为预期销售额的10至13倍。资本市场迎来新时代SpaceX的上市不仅创造了IPO历史纪录，也可能重塑美国资本市场格局。长期以来，许多最具成长性的科技企业选择长期停留在私募市场，而SpaceX的成功上市被视为一个重要转折点。分析人士认为，如果SpaceX上市后表现强劲，可能进一步推动OpenAI、Databricks、Stripe等超级独角兽重新考虑IPO计划。对于投资者而言，这也是首次能够直接参与全球商业航天产业龙头的成长。随着首笔交易即将诞生，市场关注的焦点已经从“能否成功上市”，转向另一个问题：当1.8万亿美元估值的SpaceX真正开始交易时，华尔街究竟愿意给予这家“火星公司”怎样的定价。","news_type":1,"symbols_score_info":{"SPCX":2}},"isVote":1,"tweetType":1,"viewCount":338,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SPCX"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":33,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_HK"},"commentList":[],"hasMoreComment":false,"orderType":2}