A股商业航天自202_老虎社区_美港股上老虎

A股商业航天自2025年末至2026年初经历约40%涨幅后已进入调整，上方存在套牢筹码。SpaceX IPO虽有望为板块带来"第二波机会"，但更可能是结构性分化行情——只有深度绑定SpaceX供应链、有实质订单的企业才能获得估值溢价，板块整体普涨难度较大。同时需关注中东局势等宏观因素对市场风偏的压制。

SpaceX提交IPO！太空板块能否再迎大涨？

SpaceX秘密提交IPO文件，估值或超过1.75万亿美元，有望6月上市，马斯克占股权比例42%，其他包括：Bailie Giford基金、红杉资本、巴伦基金以及SpaceX的员工。目前估值暴涨，近2万亿美元。 --想要投资马斯克的SpaceX，已有办法包括但不限于：DXYZ-SpaceX投资占比23%，OpenAI占比5%； XOVR-SpaceX投资占比6%；谷歌-持有7%相关股份；相关生态公司-RKLB、ASTS、SATS等。【大家有相关布局吗？你觉得SpaceX的估值是否太夸张？】

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。

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