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快乐和健康
快乐和健康
·
12-22
谢谢不中之恩[正经]
异动解读 | 印象大红袍(02695)首日上市盘中大跌9.17%，IPO表现不佳拖累股价
印象大红袍(02695)今日首日上市，盘中大跌9.17%，引发市场关注。消息面上，该公司IPO每股定价3.6港元，但开盘即跌至3.26港元，较发行价低开9.44%。招股结果显示，尽管公开发售部分获3397.48倍超额认购，但国际发售部分认购倍数仅为1.91倍，显示机构投资者兴趣不足。市场分析认为，首日表现疲软反映了投资者对其文旅演出业务增长潜力的谨慎态度。
异动解读 | 印象大红袍(02695)首日上市盘中大跌9.17%，IPO表现不佳拖累股价
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快乐和健康
快乐和健康
·
12-21
董事会就遭到了理查德·托尔内塔的起诉，他是一位仅持有9股特斯拉股票的投资者。 ……
马斯克上诉获胜，恢复2018年560亿美元的特斯拉薪酬协议
特拉华州最高法院裁定，特斯拉首席执行官埃隆·马斯克2018年那份价值560亿美元的薪酬方案必须恢复执行。法院表示，特拉华州衡平法院此前作出的撤销马斯克薪酬的判决过于严苛。马斯克2018年从$特斯拉$获得的薪酬福利曾价值560亿美元，特拉华州最高法院周五恢复了这一薪酬福利，而两年前，下级法院曾以“深不可测 ”为由驳回了这一薪酬协议。
马斯克上诉获胜，恢复2018年560亿美元的特斯拉薪酬协议
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快乐和健康
快乐和健康
·
12-19
未来，加油！
特斯拉(TSLA.US)Cybertruck喜获大金主! SpaceX大单传闻引爆“赛博风电动皮卡”增长叙事
智通财经APP获悉，Electrek的一篇最新报道显示，SpaceX一直是特斯拉“赛博风电动皮卡”Cybertruck的重要买方势力，也是最大买家之一。然而，汽车行业统计数据表明，特斯拉在2024年仅仅售出约39,000辆Cybertruck，而近期报道称2025年的销量并未显著改善，并且有可能出现销量缩减，因此Cybertruck库存正在累积。Lambert指出，SpaceX购买Cybertruck的行为是合法的。以募资额计，SpaceX的IPO规模很有可能成为史上最大规模。
特斯拉(TSLA.US)Cybertruck喜获大金主! SpaceX大单传闻引爆“赛博风电动皮卡”增长叙事
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快乐和健康
快乐和健康
·
12-18
$HASHKEY HLDGS(03887)$
泥…………🐴啊！
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快乐和健康
快乐和健康
·
12-15
希望赚点钱[微笑]
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快乐和健康
快乐和健康
·
12-13
“可能西安城墙上 有人誓言不分 可能要去到大理 才算爱得认真 可能谁说要陪你 牵手走完一生 可能笑着流出泪 某天在某时辰” ———— 相信相信的力量，对未来充满希望！
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快乐和健康
·
12-11
$京东工业(07618)$
抢钱啦！！！[愤怒]
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快乐和健康
快乐和健康
·
12-09
坚持持有
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快乐和健康
快乐和健康
·
12-04
$SMJ INTERNATIONAL HOLDINGS INC.(SMJF)$
咋样？一会儿开盘了
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快乐和健康
快乐和健康
·
12-04
不知道咋样[微笑]
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","listText":"谢谢不中之恩[正经] ","text":"谢谢不中之恩[正经]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513436601753992","repostId":"1102622475","repostType":2,"repost":{"id":"1102622475","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1766367255,"share":"https://www.laohu8.com/m/news/1102622475?lang=zh_CN&edition=full","pubTime":"2025-12-22 09:34","market":"hk","language":"zh","title":"异动解读 | 印象大红袍(02695)首日上市盘中大跌9.17%，IPO表现不佳拖累股价","url":"https://stock-news.laohu8.com/highlight/detail?id=1102622475","media":"异动解读","summary":"印象大红袍(02695)今日首日上市，盘中大跌9.17%，引发市场关注。消息面上，该公司IPO每股定价3.6港元，但开盘即跌至3.26港元，较发行价低开9.44%。招股结果显示，尽管公开发售部分获3397.48倍超额认购，但国际发售部分认购倍数仅为1.91倍，显示机构投资者兴趣不足。市场分析认为，首日表现疲软反映了投资者对其文旅演出业务增长潜力的谨慎态度。","content":"<p>印象大红袍(02695)今日首日上市，盘中大跌9.17%，引发市场关注。</p><p>消息面上，该公司IPO每股定价3.6港元，但开盘即跌至3.26港元，较发行价低开9.44%。招股结果显示，尽管公开发售部分获3397.48倍超额认购，但国际发售部分认购倍数仅为1.91倍，显示机构投资者兴趣不足。市场分析认为，首日表现疲软反映了投资者对其文旅演出业务增长潜力的谨慎态度。</p>","source":"ai_movement_cn","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>异动解读 | 印象大红袍(02695)首日上市盘中大跌9.17%，IPO表现不佳拖累股价</title>\n<style 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09:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>印象大红袍(02695)今日首日上市，盘中大跌9.17%，引发市场关注。</p><p>消息面上，该公司IPO每股定价3.6港元，但开盘即跌至3.26港元，较发行价低开9.44%。招股结果显示，尽管公开发售部分获3397.48倍超额认购，但国际发售部分认购倍数仅为1.91倍，显示机构投资者兴趣不足。市场分析认为，首日表现疲软反映了投资者对其文旅演出业务增长潜力的谨慎态度。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02695":"印象大红袍"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102622475","content_text":"印象大红袍(02695)今日首日上市，盘中大跌9.17%，引发市场关注。消息面上，该公司IPO每股定价3.6港元，但开盘即跌至3.26港元，较发行价低开9.44%。招股结果显示，尽管公开发售部分获3397.48倍超额认购，但国际发售部分认购倍数仅为1.91倍，显示机构投资者兴趣不足。市场分析认为，首日表现疲软反映了投资者对其文旅演出业务增长潜力的谨慎态度。","news_type":1,"symbols_score_info":{"02695":1}},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513144028409992,"gmtCreate":1766306347805,"gmtModify":1766306350385,"author":{"id":"3440379150795044","authorId":"3440379150795044","name":"快乐和健康","avatar":"https://static.tigerbbs.com/dc3d406c671c7347f88ebf91bb3b0070","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440379150795044","authorIdStr":"3440379150795044"},"themes":[],"title":"","htmlText":"董事会就遭到了理查德·托尔内塔的起诉，他是一位仅持有9股特斯拉股票的投资者。 ……","listText":"董事会就遭到了理查德·托尔内塔的起诉，他是一位仅持有9股特斯拉股票的投资者。 ……","text":"董事会就遭到了理查德·托尔内塔的起诉，他是一位仅持有9股特斯拉股票的投资者。 ……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513144028409992","repostId":"2592190999","repostType":4,"repost":{"id":"2592190999","kind":"news","pubTimestamp":1766179860,"share":"https://www.laohu8.com/m/news/2592190999?lang=zh_CN&edition=full","pubTime":"2025-12-20 05:31","market":"sg","language":"zh","title":"马斯克上诉获胜，恢复2018年560亿美元的特斯拉薪酬协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2592190999","media":"环球市场播报","summary":"特拉华州最高法院裁定，特斯拉首席执行官埃隆·马斯克2018年那份价值560亿美元的薪酬方案必须恢复执行。法院表示，特拉华州衡平法院此前作出的撤销马斯克薪酬的判决过于严苛。马斯克2018年从$特斯拉$获得的薪酬福利曾价值560亿美元，特拉华州最高法院周五恢复了这一薪酬福利，而两年前，下级法院曾以“深不可测 ”为由驳回了这一薪酬协议。","content":"<html><head></head><body><blockquote><p>特拉华州最高法院裁定，特斯拉首席执行官埃隆·马斯克2018年那份价值560亿美元的薪酬方案必须恢复执行。特拉华州最高法院于美东时间周五晚间作出这一终审裁决。</p><p>此前，一名特斯拉股东就这份史无前例的薪酬方案是否获得正当批准提起诉讼，本次裁决是该诉讼的最终上诉结果。法院表示，特拉华州衡平法院此前作出的撤销马斯克薪酬的判决过于严苛。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4311a4e732b6f0bbf589594731bb1992\" tg-width=\"550\" tg-height=\"366\"/></p><p>马斯克2018年从<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>获得的薪酬福利曾价值560亿美元，特拉华州最高法院周五恢复了这一薪酬福利，而两年前，下级法院曾以“深不可测 ”为由驳回了这一薪酬协议。这一裁决推翻了曾引起马斯克愤怒反弹并损害特拉华州商业友好声誉的判决。</p><p>在特斯拉股东于11月批准一项新的、规模更大的薪酬计划之前，该薪酬方案是迄今为止最大的薪酬方案。</p><p>这项裁决意味着，马斯克终于可以为他自2018年以来的工作获得报酬，当时他将特斯拉从陷入困境转变为全球最有价值的公司之一。</p><p>2018年的薪酬协议为马斯克提供了期权，如果公司达到各种里程碑，他可以以大幅折扣的价格收购约3.04亿股特斯拉股票，而特斯拉也确实做到了这一点。特斯拉在2018年估计，该计划的潜在价值为560亿美元，不过考虑到股价的上涨，到11月初，价值已膨胀到约1200亿美元。这些期权约占特斯拉已发行股票的9%。</p><p>马斯克从未领取过他的股票期权，因为在股东们批准了2018年的补偿后不久，董事会就遭到了理查德·托尔内塔的起诉，他是一位仅持有9股特斯拉股票的投资者。</p><p>2024年，特拉华州法官凯瑟琳·麦考密克在进行了为期五天的审判后得出结论，特斯拉的董事在股东投票批准该计划时存在冲突，并且对股东隐瞒了关键事实。她下令撤销2018年计划。</p><p>马斯克指责特拉华州法官是敌视科技创始人的激进分子，他敦促企业效仿特斯拉在其他地方重新注册成立公司。Dropbox、Roblox、The <a href=\"https://laohu8.com/S/TTD\">Trade Desk</a>和<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>等少数几家大公司将其合法住所迁往内华达州或得克萨斯州。不过，特拉华州仍然是迄今为止美国上市公司最受欢迎的合法注册地。</p><p></p></body></html>","source":"sina","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>马斯克上诉获胜，恢复2018年560亿美元的特斯拉薪酬协议</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; 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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马斯克上诉获胜，恢复2018年560亿美元的特斯拉薪酬协议\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-20 05:31 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2025-12-20/doc-inhckvpr5099682.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特拉华州最高法院裁定，特斯拉首席执行官埃隆·马斯克2018年那份价值560亿美元的薪酬方案必须恢复执行。特拉华州最高法院于美东时间周五晚间作出这一终审裁决。此前，一名特斯拉股东就这份史无前例的薪酬方案是否获得正当批准提起诉讼，本次裁决是该诉讼的最终上诉结果。法院表示，特拉华州衡平法院此前作出的撤销马斯克薪酬的判决过于严苛。马斯克2018年从特斯拉获得的薪酬福利曾价值560亿美元，特拉华州最高法院...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-12-20/doc-inhckvpr5099682.shtml\">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/4311a4e732b6f0bbf589594731bb1992","relate_stocks":{"BK4516":"特朗普概念","BK4592":"伊斯兰概念","BK4612":"AI芯片","BK4550":"红杉资本持仓","BK4588":"碎股","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4598":"佩洛西持仓","BK4604":"机器人概念","TSLA":"特斯拉","BK4581":"高盛持仓","BK4543":"AI","BK4527":"明星科技股","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-12-20/doc-inhckvpr5099682.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2592190999","content_text":"特拉华州最高法院裁定，特斯拉首席执行官埃隆·马斯克2018年那份价值560亿美元的薪酬方案必须恢复执行。特拉华州最高法院于美东时间周五晚间作出这一终审裁决。此前，一名特斯拉股东就这份史无前例的薪酬方案是否获得正当批准提起诉讼，本次裁决是该诉讼的最终上诉结果。法院表示，特拉华州衡平法院此前作出的撤销马斯克薪酬的判决过于严苛。马斯克2018年从特斯拉获得的薪酬福利曾价值560亿美元，特拉华州最高法院周五恢复了这一薪酬福利，而两年前，下级法院曾以“深不可测 ”为由驳回了这一薪酬协议。这一裁决推翻了曾引起马斯克愤怒反弹并损害特拉华州商业友好声誉的判决。在特斯拉股东于11月批准一项新的、规模更大的薪酬计划之前，该薪酬方案是迄今为止最大的薪酬方案。这项裁决意味着，马斯克终于可以为他自2018年以来的工作获得报酬，当时他将特斯拉从陷入困境转变为全球最有价值的公司之一。2018年的薪酬协议为马斯克提供了期权，如果公司达到各种里程碑，他可以以大幅折扣的价格收购约3.04亿股特斯拉股票，而特斯拉也确实做到了这一点。特斯拉在2018年估计，该计划的潜在价值为560亿美元，不过考虑到股价的上涨，到11月初，价值已膨胀到约1200亿美元。这些期权约占特斯拉已发行股票的9%。马斯克从未领取过他的股票期权，因为在股东们批准了2018年的补偿后不久，董事会就遭到了理查德·托尔内塔的起诉，他是一位仅持有9股特斯拉股票的投资者。2024年，特拉华州法官凯瑟琳·麦考密克在进行了为期五天的审判后得出结论，特斯拉的董事在股东投票批准该计划时存在冲突，并且对股东隐瞒了关键事实。她下令撤销2018年计划。马斯克指责特拉华州法官是敌视科技创始人的激进分子，他敦促企业效仿特斯拉在其他地方重新注册成立公司。Dropbox、Roblox、The Trade Desk和Coinbase等少数几家大公司将其合法住所迁往内华达州或得克萨斯州。不过，特拉华州仍然是迄今为止美国上市公司最受欢迎的合法注册地。","news_type":1,"symbols_score_info":{"TSLA":1.97}},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512353823294656,"gmtCreate":1766113423974,"gmtModify":1766113426305,"author":{"id":"3440379150795044","authorId":"3440379150795044","name":"快乐和健康","avatar":"https://static.tigerbbs.com/dc3d406c671c7347f88ebf91bb3b0070","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440379150795044","authorIdStr":"3440379150795044"},"themes":[],"title":"","htmlText":"未来，加油！","listText":"未来，加油！","text":"未来，加油！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512353823294656","repostId":"2592413963","repostType":2,"repost":{"id":"2592413963","kind":"news","pubTimestamp":1766108564,"share":"https://www.laohu8.com/m/news/2592413963?lang=zh_CN&edition=full","pubTime":"2025-12-19 09:42","market":"us","language":"zh","title":"特斯拉(TSLA.US)Cybertruck喜获大金主! SpaceX大单传闻引爆“赛博风电动皮卡”增长叙事","url":"https://stock-news.laohu8.com/highlight/detail?id=2592413963","media":"智通财经","summary":"智通财经APP获悉，Electrek的一篇最新报道显示，SpaceX一直是特斯拉“赛博风电动皮卡”Cybertruck的重要买方势力，也是最大买家之一。然而，汽车行业统计数据表明，特斯拉在2024年仅仅售出约39,000辆Cybertruck，而近期报道称2025年的销量并未显著改善，并且有可能出现销量缩减，因此Cybertruck库存正在累积。Lambert指出，SpaceX购买Cybertruck的行为是合法的。以募资额计，SpaceX的IPO规模很有可能成为史上最大规模。","content":"<html><body><p>智通财经APP获悉，Electrek的一篇最新报道显示，SpaceX一直是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>“赛博风电动皮卡”Cybertruck的重要买方势力，也是最大买家之一。Electrek总编辑Fred Lambert报道称，这家太空探索超级独角兽——同样是由马斯克创立并掌舵的<a href=\"https://laohu8.com/S/000901\">航天</a>发射公司SpaceX可能已购买了价值数千万美元的Cybertruck。</p><p>对于一些特斯拉股票长期多头势力而言，特斯拉与SpaceX的这种日益捆绑联系反而乃提振特斯拉估值的关键所在，这也意味着“马斯克溢价”将继续扩张，毕竟对于市场而言，当前押注马斯克堪比科幻电影的“超大胆商业愿景”有且只有一种投资途径：买入特斯拉(TSLA.US)股票。</p><p>Electrek总编辑表示，SpaceX可能是特斯拉Cybertruck最大规模的买家之一，并且这些数千万美元的购买规模可能并非一次性交易，因为消息人士告诉Electrek，SpaceX可能将会在一段时间内将售价超8万美元的Cybertruck采购量提升至超过2,000辆这一惊人数字。</p><p>Cybertruck最初被定位为高产量项目，埃隆·马斯克曾谈到最终产能约为每年25万辆，一些看多者则建模预测每年狂卖30万辆至50万辆。然而，汽车行业统计数据表明，特斯拉在2024年仅仅售出约39,000辆Cybertruck，而近期报道称2025年的销量并未显著改善，并且有可能出现销量缩减，因此<span>Cybertruck</span>库存正在累积。</p><p>对于2026年，那些看涨特斯拉股价的分析师们不再将Cybertruck建模为产能能爬坡至接近最初所预期的25万辆预测水平;相反，它开始被一些分析师视为一款小众或低产量产品，相比2025年销量可能持平或仅温和增长。</p><p>Lambert指出，SpaceX购买Cybertruck的行为是合法的。“尽管SpaceX的早期投资者们可能会担心这是不是一笔非常明智的采购项目，以及这些赛博风格的卡车的利用率到底会是什么样，”他在一份报告中写道。</p><p>毋庸置疑的是，SpaceX持续采购Cybertruck，可谓是对特斯拉“Cybertruck交付规模预期/库存与情绪”的重要边际支撑。若SpaceX通过史上最大规模IPO成功登陆美股市场公开交易之后，该公司所筹得资金若继续用于购置昂贵的Cybertruck，特斯拉无论是预期市盈率还是中期业绩基本面前景都有望得到重要提振。</p><p>尤其是若SpaceX证明其采购的Cybertruck在未来的大型太空项目中，比如<span>SpaceX与特斯拉共同更新迭代的<span>Cybertruck可能</span></span>在大型登月运输任务中有重要用途，Cybertruck或将成为堪比特斯拉 Model3/Y级别的“超级牛市叙事”。</p><p><strong>SpaceX迈向2026年1.5万亿美元“史诗级”上市</strong></p><p>SpaceX尚未正式递交美股IPO申请，但已向投资者和员工们发出明确信号，称其预计将在2026年成功上市，并要求员工们进入IPO沉默期。以募资额计，SpaceX的IPO规模很有可能成为史上最大规模。</p><p>据媒体报道，有知情人士透露，SpaceX已告知员工公司正进入监管静默期，这标志着这家火箭与卫星制造商向计划于2026年进行的首次公开募股又迈进了一步。知情人士表示，根据美国证券交易委员会规定，SpaceX在内部邮件中要求员工不得对公司公开募股计划(包括其增长或估值等话题)进行评论、讨论或宣扬。</p><p>据媒体援引知情人士透露的消息报道，SpaceX正加速推进IPO计划，拟通过募资筹集超300亿美元，该公司估值或达到约1.5万亿美元，有望成为史上规模最大规模的上市交易。</p><p>在上周五获悉的备忘录中，SpaceX确认其正在筹备2026年的可能公开募股，旨在为其研发中的星舰火箭实现\"惊人的发射频率\"、太空大型人工智能数据中心及月球基地建设提供资金。公司同时说明，IPO的具体时间及相应估值尚不确定，且存在最终放弃推进该计划的可能性。</p><p><a href=\"https://laohu8.com/S/1B6.SI\">Ocean</a> Park Asset Management首席投资官James St Aubin表示：“在当今的科技革命中，它具备成为市场宠儿的一切标志。其提供的太空探索与商业<a href=\"https://laohu8.com/S/00031\">航天</a>服务拥有‘一片蓝天般的广阔前景(blue-sky outlook)’。这让一些激进的投资者可以绕开对估值层面的任何担忧，同时任由对其增长前景的预测肆意奔跑。”</p><p>St Aubin表示，到2026年，投资者们可能会在包括<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等科技巨头在内的“美股壮丽七雄(即Magnificent Seven，Mag 7)”科技巨头们的投资基础上，再加上SpaceX，讨论所谓的“伟大八雄(Great Eight)”。</p><p><strong>卡尔达舍夫II型文明</strong></p><p>随着人工智能热潮开始受到越来越大规模的基础设施和能源供应的瓶颈，人工智能的下一次重大飞跃可能不会发生在陆地上，而是在太空上——这是埃隆·马斯克最新在X上提出的宏大设想。</p><p>“在低延迟的太阳同步轨道上，仅将计算结果传输回来的本地化AI计算卫星，将在三年内成为生成人工智能比特流成本最低的方式。而且，由于地球上现成的电力资源本就稀缺，因此，在四年内实现规模化扩张的速度也遥遥领先。每年发射1百万吨级的卫星，每颗卫星配备100千瓦的功率，即可每年新增100吉瓦的人工智能计算能力，且无需任何运营或维护成本，并通过高带宽激光器连接到星链<a href=\"https://laohu8.com/S/STZ\">星座</a>。”</p><p>“更进一步，可以在月球上建造卫星工厂，并使用质量驱动器(电磁轨道炮)将人工智能卫星加速到月球逃逸速度，而无需火箭。这将使人工智能计算能力达到每年超过100太瓦，并推动人类向卡尔达舍夫II型文明(Kardashev II civilization)迈出重要一步。”马斯克在X上的一份帖子中写道。</p><p>有分析师表示，特斯拉与当前全球市场讨论热度最高的SpaceX的这种日益捆绑，乃长期提振特斯拉估值的关键催化剂之一。来自50 Park Investments的首席执行官Adam Sarhan表示：“从历史经验来看，当马斯克旗下的一家公司取得重大的里程碑式突破成就时，往往会提振其他公司的市场情绪。SpaceX的高调IPO可能会吸引新一波投资者，他们会被马斯克的创新故事以及堪称科幻的商业愿景所吸引——而这种热情往往会蔓延到特斯拉。”</p><p>就目前而言，对全球股票市场投资者们来说，特斯拉是押注马斯克太空探索愿景的唯一途径。马斯克正在向投资者们描绘一个由无人驾驶汽车、人形机器人助手、太空大型AI数据中心甚至登陆火星生活的未来。问题是，目前押注他无比大胆的商业化愿景只有一种途径：买特斯拉股票。但是眼前的风险在于其股价估值，目前已接近危险区域。</p></body></html>","source":"stock_zhitongcaijing","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>特斯拉(TSLA.US)Cybertruck喜获大金主! SpaceX大单传闻引爆“赛博风电动皮卡”增长叙事</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: 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特斯拉(TSLA.US)Cybertruck喜获大金主! SpaceX大单传闻引爆“赛博风电动皮卡”增长叙事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-19 09:42 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1383478.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，Electrek的一篇最新报道显示，SpaceX一直是特斯拉“赛博风电动皮卡”Cybertruck的重要买方势力，也是最大买家之一。Electrek总编辑Fred Lambert报道称，这家太空探索超级独角兽——同样是由马斯克创立并掌舵的航天发射公司SpaceX可能已购买了价值数千万美元的Cybertruck。对于一些特斯拉股票长期多头势力而言，特斯拉与SpaceX的这种日益...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1383478.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF 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Lambert报道称，这家太空探索超级独角兽——同样是由马斯克创立并掌舵的航天发射公司SpaceX可能已购买了价值数千万美元的Cybertruck。对于一些特斯拉股票长期多头势力而言，特斯拉与SpaceX的这种日益捆绑联系反而乃提振特斯拉估值的关键所在，这也意味着“马斯克溢价”将继续扩张，毕竟对于市场而言，当前押注马斯克堪比科幻电影的“超大胆商业愿景”有且只有一种投资途径：买入特斯拉(TSLA.US)股票。Electrek总编辑表示，SpaceX可能是特斯拉Cybertruck最大规模的买家之一，并且这些数千万美元的购买规模可能并非一次性交易，因为消息人士告诉Electrek，SpaceX可能将会在一段时间内将售价超8万美元的Cybertruck采购量提升至超过2,000辆这一惊人数字。Cybertruck最初被定位为高产量项目，埃隆·马斯克曾谈到最终产能约为每年25万辆，一些看多者则建模预测每年狂卖30万辆至50万辆。然而，汽车行业统计数据表明，特斯拉在2024年仅仅售出约39,000辆Cybertruck，而近期报道称2025年的销量并未显著改善，并且有可能出现销量缩减，因此Cybertruck库存正在累积。对于2026年，那些看涨特斯拉股价的分析师们不再将Cybertruck建模为产能能爬坡至接近最初所预期的25万辆预测水平;相反，它开始被一些分析师视为一款小众或低产量产品，相比2025年销量可能持平或仅温和增长。Lambert指出，SpaceX购买Cybertruck的行为是合法的。“尽管SpaceX的早期投资者们可能会担心这是不是一笔非常明智的采购项目，以及这些赛博风格的卡车的利用率到底会是什么样，”他在一份报告中写道。毋庸置疑的是，SpaceX持续采购Cybertruck，可谓是对特斯拉“Cybertruck交付规模预期/库存与情绪”的重要边际支撑。若SpaceX通过史上最大规模IPO成功登陆美股市场公开交易之后，该公司所筹得资金若继续用于购置昂贵的Cybertruck，特斯拉无论是预期市盈率还是中期业绩基本面前景都有望得到重要提振。尤其是若SpaceX证明其采购的Cybertruck在未来的大型太空项目中，比如SpaceX与特斯拉共同更新迭代的Cybertruck可能在大型登月运输任务中有重要用途，Cybertruck或将成为堪比特斯拉 Model3/Y级别的“超级牛市叙事”。SpaceX迈向2026年1.5万亿美元“史诗级”上市SpaceX尚未正式递交美股IPO申请，但已向投资者和员工们发出明确信号，称其预计将在2026年成功上市，并要求员工们进入IPO沉默期。以募资额计，SpaceX的IPO规模很有可能成为史上最大规模。据媒体报道，有知情人士透露，SpaceX已告知员工公司正进入监管静默期，这标志着这家火箭与卫星制造商向计划于2026年进行的首次公开募股又迈进了一步。知情人士表示，根据美国证券交易委员会规定，SpaceX在内部邮件中要求员工不得对公司公开募股计划(包括其增长或估值等话题)进行评论、讨论或宣扬。据媒体援引知情人士透露的消息报道，SpaceX正加速推进IPO计划，拟通过募资筹集超300亿美元，该公司估值或达到约1.5万亿美元，有望成为史上规模最大规模的上市交易。在上周五获悉的备忘录中，SpaceX确认其正在筹备2026年的可能公开募股，旨在为其研发中的星舰火箭实现\"惊人的发射频率\"、太空大型人工智能数据中心及月球基地建设提供资金。公司同时说明，IPO的具体时间及相应估值尚不确定，且存在最终放弃推进该计划的可能性。Ocean Park Asset Management首席投资官James St Aubin表示：“在当今的科技革命中，它具备成为市场宠儿的一切标志。其提供的太空探索与商业航天服务拥有‘一片蓝天般的广阔前景(blue-sky outlook)’。这让一些激进的投资者可以绕开对估值层面的任何担忧，同时任由对其增长前景的预测肆意奔跑。”St Aubin表示，到2026年，投资者们可能会在包括英伟达、谷歌等科技巨头在内的“美股壮丽七雄(即Magnificent Seven，Mag 7)”科技巨头们的投资基础上，再加上SpaceX，讨论所谓的“伟大八雄(Great Eight)”。卡尔达舍夫II型文明随着人工智能热潮开始受到越来越大规模的基础设施和能源供应的瓶颈，人工智能的下一次重大飞跃可能不会发生在陆地上，而是在太空上——这是埃隆·马斯克最新在X上提出的宏大设想。“在低延迟的太阳同步轨道上，仅将计算结果传输回来的本地化AI计算卫星，将在三年内成为生成人工智能比特流成本最低的方式。而且，由于地球上现成的电力资源本就稀缺，因此，在四年内实现规模化扩张的速度也遥遥领先。每年发射1百万吨级的卫星，每颗卫星配备100千瓦的功率，即可每年新增100吉瓦的人工智能计算能力，且无需任何运营或维护成本，并通过高带宽激光器连接到星链星座。”“更进一步，可以在月球上建造卫星工厂，并使用质量驱动器(电磁轨道炮)将人工智能卫星加速到月球逃逸速度，而无需火箭。这将使人工智能计算能力达到每年超过100太瓦，并推动人类向卡尔达舍夫II型文明(Kardashev II civilization)迈出重要一步。”马斯克在X上的一份帖子中写道。有分析师表示，特斯拉与当前全球市场讨论热度最高的SpaceX的这种日益捆绑，乃长期提振特斯拉估值的关键催化剂之一。来自50 Park Investments的首席执行官Adam 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