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畜牧教主马斯克
信徒基本守则：特斯拉不是车企，是规模最大的养殖业公司。做空/卖出特斯拉就是认知不够，跌了只能加仓，马大炮是神！马大炮拯救世界！2025特斯拉改名特能吹！要相信自己的认知永远是最高的！
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畜牧教主马斯克
畜牧教主马斯克
·
04-09 21:59
又在画饼了，知情人士是谁？马圣派人扔烟雾弹了，又做芯片又做储能机器人又做新车型，不愧是宇宙第一大品牌，精力是无限的想做什么都会成功[你懂的]
消息称特斯拉开发全新紧凑型SUV，价格亲民，或在上海工厂生产
或兼顾人工与无人驾驶选项。
消息称特斯拉开发全新紧凑型SUV，价格亲民，或在上海工厂生产
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畜牧教主马斯克
畜牧教主马斯克
·
04-08 22:27
$特斯拉(TSLA)$
高开低走，非常漂亮，马圣的远程畜牧业好像不太给力了[开心]
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畜牧教主马斯克
畜牧教主马斯克
·
04-07 16:07
4月22日，马圣的远程畜牧业又要发光发热了吗[开心]
小摩绩前唱空特斯拉，警告股价恐暴跌60%
Brinkma及其团队目前预计特斯拉第一季度每股收益为0.30美元，低于此前预期的0.43美元，而市场普遍预期为0.38美元。他指出，尽管交付量增长乏力，但“令人难以置信的是”，特斯拉当前股价仍比2022年6月交付量达到峰值时高出50%以上。据悉，特拉斯将于4月22日公布一季度财报。由于一季度交付量不及预期，特拉斯股价近期走低。
小摩绩前唱空特斯拉，警告股价恐暴跌60%
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畜牧教主马斯克
畜牧教主马斯克
·
04-06
$特斯拉(TSLA)$
向着三百俯冲吧，画的饼已经不太能支撑现在的估值了，再不落地真正有影响力的内容还有得跌[开心]
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畜牧教主马斯克
畜牧教主马斯克
·
04-02
完全自动驾驶，配吗？还叫这个名字
特斯拉即将推出下一版FSD更新
特斯拉似乎准备推出其下一版完全自动驾驶（FSD）更新，而且推出时间可能早于预期。 埃隆·马斯克表示，14.3版本已在员工内部进行测试，应可在本周末前准备好进行更广泛的发布。这通常表明特斯拉对该软件的状态感到满意。 但此次更新并非在真空中进行。监管机构正密切关注。在发生一系列事故（包括一起致命车祸）后，美国安全官员已对特斯拉的系统展开了更深入的审查，该软件在低能见度条件下表现不佳。 因此，一方面，特斯拉持续推动更新并改进系统。另一方面，要求其证明能够安全处理现实世界边缘案例的压力也与日俱增。 海量资讯、精准解读，尽在新浪财经APP 责任编辑：张俊 SF065
特斯拉即将推出下一版FSD更新
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畜牧教主马斯克
畜牧教主马斯克
·
03-31
上市幻想就破灭，马圣说不缺钱，又要上市[微笑]
SpaceX拟募资逾750亿美元，IPO市场面临资金饱和考验
SpaceX最快将于数日内向美国证交会提交IPO申请文件，市场对其募资规模的揣测已炒得沸沸扬扬。若以去年美国IPO市场总集资额775亿美元计算，SpaceX单一公司的目标已接近去年全美IPO总额。SpaceX并非唯一计划今年上市的大型企业。据悉，人工智能公司Anthropic正探讨最快第四季IPO，投行估计其集资额可达600亿美元；OpenAI的IPO亦在酝酿之中。市场普遍预期，SpaceX的公开财务资料至少还要数月才能曝光，届时才能更准确评估其实际估值及集资规模。
SpaceX拟募资逾750亿美元，IPO市场面临资金饱和考验
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畜牧教主马斯克
畜牧教主马斯克
·
03-31
卑鄙的马圣还是有一手的
马斯克叫板成功，美法官因点赞争议回避特斯拉诉讼
大法官麦考密克回避诉讼不过，虽然她并未正式宣布回避，但她表示，“媒体对法官处理某一案件给予过度的关注，不利于司法公正”。马斯克的这些案件将被重新分配给特拉华州的其他三位法官，即副大法官。在薪酬案件的审判中败诉后，马斯克一直对特拉华州法院和麦考密克法官表示不满。
马斯克叫板成功，美法官因点赞争议回避特斯拉诉讼
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畜牧教主马斯克
畜牧教主马斯克
·
03-27
$特斯拉(TSLA)$
该往下破300了
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畜牧教主马斯克
畜牧教主马斯克
·
03-27
$美光科技(MU)$
大势已去
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畜牧教主马斯克
畜牧教主马斯克
·
03-27
上市就会暴跌
1.75万亿美元！估值神话or资金黑洞？一文读懂SpaceX史诗级IPO
据报道， SpaceX的IPO预计将筹集高达750亿美元，这将打破沙特阿美在2019年创下的294亿美元的纪录。SpaceX的估值可能超过1.75万亿美元，但公开市场投资者是否愿意购买支撑这一估值的股票还有待观察。但据知情人士透露，SpaceX收购xAI后，其资金需求似乎大幅增加。此前，另有知情人士表示，SpaceX已与潜在投资者讨论过融资超过700亿美元的可能性。SpaceX在IPO中寻求的估值可能超过1.75万亿美元。这份公开文件将首次全面披露SpaceX的财务状况，并开启为期15天的公众查阅期。
1.75万亿美元！估值神话or资金黑洞？一文读懂SpaceX史诗级IPO
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","listText":"又在画饼了，知情人士是谁？马圣派人扔烟雾弹了，又做芯片又做储能机器人又做新车型，不愧是宇宙第一大品牌，精力是无限的想做什么都会成功[你懂的] ","text":"又在画饼了，知情人士是谁？马圣派人扔烟雾弹了，又做芯片又做储能机器人又做新车型，不愧是宇宙第一大品牌，精力是无限的想做什么都会成功[你懂的]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551766043887488","repostId":"2626186193","repostType":2,"repost":{"id":"2626186193","kind":"highlight","pubTimestamp":1775731939,"share":"https://www.laohu8.com/m/news/2626186193?lang=zh_CN&edition=full","pubTime":"2026-04-09 18:52","market":"us","language":"zh","title":"消息称特斯拉开发全新紧凑型SUV，价格亲民，或在上海工厂生产","url":"https://stock-news.laohu8.com/highlight/detail?id=2626186193","media":"智通财经网","summary":"或兼顾人工与无人驾驶选项。","content":"<html><head></head><body><p>据四位知情人士透露， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 正在研发一款全新的、尺寸更小、价格更亲民的电动SUV。</p><p style=\"text-align: justify;\">据称，特斯拉近期已与供应商展开接触，商讨这款紧凑型SUV的计划细节。该车型是一款全新产品，并非特斯拉现有Model 3或Model Y的衍生车型。双方讨论内容涉及制造流程以及各类零部件的规格要求。</p><p style=\"text-align: justify;\">其中三位消息人士称，这款紧凑型SUV将在中国生产，另一位则表示特斯拉还计划将生产扩大至美国和欧洲。两位消息人士透露，该车长度为4.28米(约14英尺)，明显短于特斯拉最畅销的Model Y SUV，后者长度约为15.7英尺。</p><p style=\"text-align: justify;\">据了解，特斯拉首席执行官埃隆・马斯克曾在2024年决定取消备受期待的低成本电动汽车项目，转而将公司重心投向自动驾驶出租车和人形机器人领域。目前关键问题在于，此次研发小型SUV的举措，究竟是标志着特斯拉战略重回面向大众市场的有人驾驶电动汽车，还是这款新车型将更契合其完全自动驾驶汽车的愿景。</p><p style=\"text-align: justify;\">据一位了解新车项目的人士以及一位熟知特斯拉当前产品理念的员工称，这样一款车型有可能同时服务于这两个目标。这位特斯拉员工既未证实也未否认任何具体车型的细节，但总体表示，特斯拉目前的目标是打造可实现无人驾驶，但同时也提供有人驾驶选项的车型。</p><p style=\"text-align: justify;\">该人士还指出，尽管特斯拉致力于全系车型实现完全自动驾驶，但也意识到，全球许多市场在未来数年内仍无法大规模接受或法规上认可无人驾驶车辆。因此，保留某款车型是否配备驾驶控制装置的选项，有助于增加销量，并确保特斯拉的汽车工厂维持接近满产状态。</p><p style=\"text-align: justify;\">在特斯拉追逐无人驾驶未来的同时，一些分析师预测，为其带来绝大部分收入的传统电动汽车，将连续第三年出现销量下滑。截至目前，特斯拉仅在得克萨斯州奥斯汀运营少量自动驾驶出租车，其中许多车辆的副驾驶座位上还配备有人类安全员。</p><p style=\"text-align: justify;\">特斯拉未对有关新车型计划的置评请求作出回应。</p><p style=\"text-align: justify;\">四位了解该项目的人士均表示，该项目仍处于早期开发阶段。目前无法确定特斯拉是否已批准这款汽车投入生产。</p><p style=\"text-align: justify;\">特斯拉在产品开发方面，向来有项目长期延迟或最终取消的历史。例如，特斯拉在2017年展示了Roadster超级跑车和Semi半挂卡车的概念车型，但至今尚未量产该跑车，Semi也未实现大规模生产。</p><p style=\"text-align: justify;\">两位消息人士称，特斯拉计划为这款新车型设定的售价，将大幅低于其入门级Model 3。Model 3在中国的起售价为3.4万美元，在美国约为3.7万美元。他们还表示，特斯拉计划通过使用容量较小的电池来降低成本，这意味着其续航里程将比Model Y的306-327英里更短。</p><p style=\"text-align: justify;\">其中一位人士补充道，特斯拉还将为这款车配备单电机，而非当前车型的双电机性能配置选项。该人士称，特斯拉还希望将车身重量大幅降低至约1.5吨，相比之下，Model Y约为2吨。</p><p style=\"text-align: justify;\">三位消息人士表示，这款新车型将在特斯拉上海工厂生产。尽管具体时间尚不确定，但今年不太可能开始生产。</p><p style=\"text-align: justify;\"><strong>特斯拉在平价电动汽车领域的反复历程</strong></p><p style=\"text-align: justify;\">自2008年特斯拉开始生产豪华电动汽车后的数年里，马斯克一直表示，公司的真正使命是生产价格亲民、面向大众市场的电动汽车，这对于应对气候危机至关重要。然而，迄今为止，为实现这一目标所做的努力时断时续，至今未能如愿。</p><p style=\"text-align: justify;\">从2020年起，马斯克宣称特斯拉的目标是到本十年末，每年销售2000万辆汽车，几乎是目前全球销量领先的丰田汽车(TM.US)销量的两倍。马斯克大力宣扬的一款售价2.5万美元的电动汽车项目，常被特斯拉粉丝和投资者称为“Model 2”，原本预计将推动汽车销量爆发式增长。</p><p style=\"text-align: justify;\">但在2024年有报道称特斯拉已放弃Model 2计划，不过仍打算在同一平台上开发无人驾驶出租车。当时，特斯拉在中国的主要电动汽车竞争对手已开始生产价格更低的车型。同年晚些时候，马斯克表示，对于特斯拉而言，生产一款面向有人驾驶的2.5万美元电动汽车“毫无意义”且“愚蠢”，因为公司很快将推出无人驾驶汽车。</p><p style=\"text-align: justify;\">一位前特斯拉经理表示，一款全新的廉价传统汽车，将与特斯拉在2025年年中之前的理念存在显著差异。该经理称，在此之前，特斯拉已放弃大规模生产入门级汽车的努力，转而将无人驾驶出租车视为降低乘客每英里出行成本以及车主充电成本的关键。</p><p style=\"text-align: justify;\">在取消Model 2计划后，马斯克和其他特斯拉高管曾含糊地描述过新型“更实惠”电动汽车的不同计划。然而，去年秋季推出的车型，只是当前Model 3和Model Y的精简版，以新的“标准”配置级别推出，仅提供适度的折扣。</p><p style=\"text-align: justify;\">Model 3标准续航版在美国的售价为36990美元，Model Y为39990美元，一些投资者认为这个价格过高，难以吸引新的消费群体，且对特斯拉的整体销量尚未产生显著影响。</p><p style=\"text-align: justify;\"><strong>无人驾驶Cybercab能否如期推进?</strong></p><p style=\"text-align: justify;\">在公开场合，马斯克和特斯拉持续强调无人驾驶出租车和人形机器人计划，这有效地维持了特斯拉令人瞩目的市值。</p><p style=\"text-align: justify;\">特斯拉的市值约为1.3万亿美元，远远超过其财务基本面所应支撑的水平，即便与其他高估值科技同行相比亦是如此。去年，投资者批准了一项薪酬方案，根据一系列产品和财务目标，马斯克最多可获得1万亿美元的特斯拉股票。</p><p style=\"text-align: justify;\">特斯拉目前表示，计划于本月开始生产一款双门Cybercab无人驾驶出租车，该车型于2024年首次作为概念车亮相，没有踏板和方向盘。但目前尚不清楚这款车何时上市销售，或何时能在特斯拉运营的无人驾驶出租车车队中投入使用。美国国家公路交通安全管理局的一位发言人表示，特斯拉尚未申请销售无方向盘和踏板车辆所需的联邦豁免。</p></body></html>","source":"highlight_zhitongcaijin","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>消息称特斯拉开发全新紧凑型SUV，价格亲民，或在上海工厂生产</title>\n<style 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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消息称特斯拉开发全新紧凑型SUV，价格亲民，或在上海工厂生产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-09 18:52 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1426720.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据四位知情人士透露， 特斯拉 正在研发一款全新的、尺寸更小、价格更亲民的电动SUV。据称，特斯拉近期已与供应商展开接触，商讨这款紧凑型SUV的计划细节。该车型是一款全新产品，并非特斯拉现有Model 3或Model Y的衍生车型。双方讨论内容涉及制造流程以及各类零部件的规格要求。其中三位消息人士称，这款紧凑型SUV将在中国生产，另一位则表示特斯拉还计划将生产扩大至美国和欧洲。两位消息人士透露，该车...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1426720.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/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zhitongcaijing.com/content/detail/1426720.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2626186193","content_text":"据四位知情人士透露， 特斯拉 正在研发一款全新的、尺寸更小、价格更亲民的电动SUV。据称，特斯拉近期已与供应商展开接触，商讨这款紧凑型SUV的计划细节。该车型是一款全新产品，并非特斯拉现有Model 3或Model Y的衍生车型。双方讨论内容涉及制造流程以及各类零部件的规格要求。其中三位消息人士称，这款紧凑型SUV将在中国生产，另一位则表示特斯拉还计划将生产扩大至美国和欧洲。两位消息人士透露，该车长度为4.28米(约14英尺)，明显短于特斯拉最畅销的Model Y SUV，后者长度约为15.7英尺。据了解，特斯拉首席执行官埃隆・马斯克曾在2024年决定取消备受期待的低成本电动汽车项目，转而将公司重心投向自动驾驶出租车和人形机器人领域。目前关键问题在于，此次研发小型SUV的举措，究竟是标志着特斯拉战略重回面向大众市场的有人驾驶电动汽车，还是这款新车型将更契合其完全自动驾驶汽车的愿景。据一位了解新车项目的人士以及一位熟知特斯拉当前产品理念的员工称，这样一款车型有可能同时服务于这两个目标。这位特斯拉员工既未证实也未否认任何具体车型的细节，但总体表示，特斯拉目前的目标是打造可实现无人驾驶，但同时也提供有人驾驶选项的车型。该人士还指出，尽管特斯拉致力于全系车型实现完全自动驾驶，但也意识到，全球许多市场在未来数年内仍无法大规模接受或法规上认可无人驾驶车辆。因此，保留某款车型是否配备驾驶控制装置的选项，有助于增加销量，并确保特斯拉的汽车工厂维持接近满产状态。在特斯拉追逐无人驾驶未来的同时，一些分析师预测，为其带来绝大部分收入的传统电动汽车，将连续第三年出现销量下滑。截至目前，特斯拉仅在得克萨斯州奥斯汀运营少量自动驾驶出租车，其中许多车辆的副驾驶座位上还配备有人类安全员。特斯拉未对有关新车型计划的置评请求作出回应。四位了解该项目的人士均表示，该项目仍处于早期开发阶段。目前无法确定特斯拉是否已批准这款汽车投入生产。特斯拉在产品开发方面，向来有项目长期延迟或最终取消的历史。例如，特斯拉在2017年展示了Roadster超级跑车和Semi半挂卡车的概念车型，但至今尚未量产该跑车，Semi也未实现大规模生产。两位消息人士称，特斯拉计划为这款新车型设定的售价，将大幅低于其入门级Model 3。Model 3在中国的起售价为3.4万美元，在美国约为3.7万美元。他们还表示，特斯拉计划通过使用容量较小的电池来降低成本，这意味着其续航里程将比Model Y的306-327英里更短。其中一位人士补充道，特斯拉还将为这款车配备单电机，而非当前车型的双电机性能配置选项。该人士称，特斯拉还希望将车身重量大幅降低至约1.5吨，相比之下，Model Y约为2吨。三位消息人士表示，这款新车型将在特斯拉上海工厂生产。尽管具体时间尚不确定，但今年不太可能开始生产。特斯拉在平价电动汽车领域的反复历程自2008年特斯拉开始生产豪华电动汽车后的数年里，马斯克一直表示，公司的真正使命是生产价格亲民、面向大众市场的电动汽车，这对于应对气候危机至关重要。然而，迄今为止，为实现这一目标所做的努力时断时续，至今未能如愿。从2020年起，马斯克宣称特斯拉的目标是到本十年末，每年销售2000万辆汽车，几乎是目前全球销量领先的丰田汽车(TM.US)销量的两倍。马斯克大力宣扬的一款售价2.5万美元的电动汽车项目，常被特斯拉粉丝和投资者称为“Model 2”，原本预计将推动汽车销量爆发式增长。但在2024年有报道称特斯拉已放弃Model 2计划，不过仍打算在同一平台上开发无人驾驶出租车。当时，特斯拉在中国的主要电动汽车竞争对手已开始生产价格更低的车型。同年晚些时候，马斯克表示，对于特斯拉而言，生产一款面向有人驾驶的2.5万美元电动汽车“毫无意义”且“愚蠢”，因为公司很快将推出无人驾驶汽车。一位前特斯拉经理表示，一款全新的廉价传统汽车，将与特斯拉在2025年年中之前的理念存在显著差异。该经理称，在此之前，特斯拉已放弃大规模生产入门级汽车的努力，转而将无人驾驶出租车视为降低乘客每英里出行成本以及车主充电成本的关键。在取消Model 2计划后，马斯克和其他特斯拉高管曾含糊地描述过新型“更实惠”电动汽车的不同计划。然而，去年秋季推出的车型，只是当前Model 3和Model Y的精简版，以新的“标准”配置级别推出，仅提供适度的折扣。Model 3标准续航版在美国的售价为36990美元，Model Y为39990美元，一些投资者认为这个价格过高，难以吸引新的消费群体，且对特斯拉的整体销量尚未产生显著影响。无人驾驶Cybercab能否如期推进?在公开场合，马斯克和特斯拉持续强调无人驾驶出租车和人形机器人计划，这有效地维持了特斯拉令人瞩目的市值。特斯拉的市值约为1.3万亿美元，远远超过其财务基本面所应支撑的水平，即便与其他高估值科技同行相比亦是如此。去年，投资者批准了一项薪酬方案，根据一系列产品和财务目标，马斯克最多可获得1万亿美元的特斯拉股票。特斯拉目前表示，计划于本月开始生产一款双门Cybercab无人驾驶出租车，该车型于2024年首次作为概念车亮相，没有踏板和方向盘。但目前尚不清楚这款车何时上市销售，或何时能在特斯拉运营的无人驾驶出租车车队中投入使用。美国国家公路交通安全管理局的一位发言人表示，特斯拉尚未申请销售无方向盘和踏板车辆所需的联邦豁免。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551471303596216,"gmtCreate":1775658458521,"gmtModify":1775658460889,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ 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","text":"4月22日，马圣的远程畜牧业又要发光发热了吗[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551023926769432","repostId":"2625708989","repostType":2,"repost":{"id":"2625708989","kind":"news","pubTimestamp":1775540846,"share":"https://www.laohu8.com/m/news/2625708989?lang=zh_CN&edition=full","pubTime":"2026-04-07 13:47","market":"us","language":"zh","title":"小摩绩前唱空特斯拉，警告股价恐暴跌60%","url":"https://stock-news.laohu8.com/highlight/detail?id=2625708989","media":"智通财经","summary":"Brinkma及其团队目前预计特斯拉第一季度每股收益为0.30美元，低于此前预期的0.43美元，而市场普遍预期为0.38美元。他指出，尽管交付量增长乏力，但“令人难以置信的是”，特斯拉当前股价仍比2022年6月交付量达到峰值时高出50%以上。据悉，特拉斯将于4月22日公布一季度财报。由于一季度交付量不及预期，特拉斯股价近期走低。","content":"<html><head></head><body><p>智通财经APP获悉，在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)发布第一季度财报前，长期看空特斯拉的<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>周一重申了对这家电动汽车和自动驾驶公司的“减持”评级。</p><p>分析师Ryan Brinkman指出，特斯拉第一季度的交付报告表现不佳，且储能设备的安装量也出现了同比下降。Brinkma及其团队目前预计特斯拉第一季度每股收益为0.30美元，低于此前预期的0.43美元，而市场普遍预期为0.38美元。</p><p>Brinkman表示：“我们仍然认为特斯拉股价将下跌60%，至我们设定的2026年12月145美元目标价，并建议投资者对特斯拉股票保持高度谨慎。尽管特斯拉股价上涨反映出市场对其未来数年盈利预期的大幅增强，但与此同时，至少到2030年前，所有业绩指标的普遍预期都出现了大幅下降，因此，投资者要充分考虑到执行风险以及资金的时间价值。” 他指出，尽管交付量增长乏力，但“令人难以置信的是”，特斯拉当前股价仍比2022年6月交付量达到峰值时高出50%以上。</p><p>展望未来，摩根大通认为特斯拉的投资利好因素，例如其高度差异化的商业模式、有吸引力的产品组合和领先的技术，无法完全抵消其高于平均水平的执行风险、日益激烈的竞争、品牌形象争议不断以及估值所带来的影响。</p><p>据悉，特拉斯将于4月22日公布一季度财报。由于一季度交付量不及预期，特拉斯股价近期走低。该股周一跌超2%，报352.82美元，今年以来下跌22%。</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>小摩绩前唱空特斯拉，警告股价恐暴跌60%</title>\n<style 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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小摩绩前唱空特斯拉，警告股价恐暴跌60%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-07 13:47 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1425373.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，在特斯拉(TSLA.US)发布第一季度财报前，长期看空特斯拉的摩根大通周一重申了对这家电动汽车和自动驾驶公司的“减持”评级。分析师Ryan Brinkman指出，特斯拉第一季度的交付报告表现不佳，且储能设备的安装量也出现了同比下降。Brinkma及其团队目前预计特斯拉第一季度每股收益为0.30美元，低于此前预期的0.43美元，而市场普遍预期为0.38美元。Brinkman表示：...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1425373.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/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4551":"寇图资本持仓","TSLG":"2倍做多TSLA ETF-Leverage Shares","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4598":"佩洛西持仓","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","TSLI":"2倍做多TSLA ETF-ProShares","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME 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他指出，尽管交付量增长乏力，但“令人难以置信的是”，特斯拉当前股价仍比2022年6月交付量达到峰值时高出50%以上。展望未来，摩根大通认为特斯拉的投资利好因素，例如其高度差异化的商业模式、有吸引力的产品组合和领先的技术，无法完全抵消其高于平均水平的执行风险、日益激烈的竞争、品牌形象争议不断以及估值所带来的影响。据悉，特拉斯将于4月22日公布一季度财报。由于一季度交付量不及预期，特拉斯股价近期走低。该股周一跌超2%，报352.82美元，今年以来下跌22%。","news_type":1,"symbols_score_info":{"TSYY":0.6,"TSLZ":0.6,"TEST":0.6,"TSL":0.6,"JPMO":0.6,"TSII":0.6,"AMZN":0.6,"TSDD":0.6,"TLA":0.6,"TSLP":0.6,"TSLT":0.6,"TSLY":0.6,"MSFT":0.6,"TSLI":0.6,"TESL":0.6,"TSLW":0.6,"TSLR":0.6,"TSLS":0.6,"TSLA":1.98,"GOOG":0.6,"TSLQ":0.6,"TSLG":0.6,"07766":0.6,"TSLO":0.6,"META":0.6,"NVDA":0.6,"CRSH":0.6,"AAPL":0.6}},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":550782097508472,"gmtCreate":1775490193238,"gmtModify":1775490195150,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 向着三百俯冲吧，画的饼已经不太能支撑现在的估值了，再不落地真正有影响力的内容还有得跌[开心] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 向着三百俯冲吧，画的饼已经不太能支撑现在的估值了，再不落地真正有影响力的内容还有得跌[开心] ","text":"$特斯拉(TSLA)$ 向着三百俯冲吧，画的饼已经不太能支撑现在的估值了，再不落地真正有影响力的内容还有得跌[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/550782097508472","isVote":1,"tweetType":1,"viewCount":1234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549150194685088,"gmtCreate":1775091709690,"gmtModify":1775091712142,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"完全自动驾驶，配吗？还叫这个名字","listText":"完全自动驾驶，配吗？还叫这个名字","text":"完全自动驾驶，配吗？还叫这个名字","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549150194685088","repostId":"2624516676","repostType":2,"repost":{"id":"2624516676","kind":"news","pubTimestamp":1775047800,"share":"https://www.laohu8.com/m/news/2624516676?lang=zh_CN&edition=full","pubTime":"2026-04-01 20:50","market":"fut","language":"zh","title":"特斯拉即将推出下一版FSD更新","url":"https://stock-news.laohu8.com/highlight/detail?id=2624516676","media":"环球市场播报","summary":"特斯拉似乎准备推出其下一版完全自动驾驶（FSD）更新，而且推出时间可能早于预期。\n 埃隆·马斯克表示，14.3版本已在员工内部进行测试，应可在本周末前准备好进行更广泛的发布。这通常表明特斯拉对该软件的状态感到满意。\n 但此次更新并非在真空中进行。监管机构正密切关注。在发生一系列事故（包括一起致命车祸）后，美国安全官员已对特斯拉的系统展开了更深入的审查，该软件在低能见度条件下表现不佳。\n 因此，一方面，特斯拉持续推动更新并改进系统。另一方面，要求其证明能够安全处理现实世界边缘案例的压力也与日俱增。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","content":"<html><body><div>\n<p> <span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>似乎准备推出其下一版完全自动驾驶（FSD）更新，而且推出时间可能早于预期。</p>\n<p> 埃隆·马斯克表示，14.3版本已在员工内部进行测试，应可在本周末前准备好进行更广泛的发布。这通常表明特斯拉对该软件的状态感到满意。</p>\n<p> 但此次更新并非在真空中进行。监管机构正密切关注。在发生一系列事故（包括一起致命车祸）后，美国安全官员已对特斯拉的系统展开了更深入的审查，该软件在低能见度条件下表现不佳。</p>\n<p> 因此，一方面，特斯拉持续推动更新并改进系统。另一方面，要求其证明能够安全处理现实世界边缘案例的压力也与日俱增。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></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>特斯拉即将推出下一版FSD更新</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; 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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特斯拉即将推出下一版FSD更新\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-01 20:50 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-04-01/doc-inhszayu1642107.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉似乎准备推出其下一版完全自动驾驶（FSD）更新，而且推出时间可能早于预期。\n 埃隆·马斯克表示，14.3版本已在员工内部进行测试，应可在本周末前准备好进行更广泛的发布。这通常表明特斯拉对该软件的状态感到满意。\n 但此次更新并非在真空中进行。监管机构正密切关注。在发生一系列事故（包括一起致命车祸）后，美国安全官员已对特斯拉的系统展开了更深入的审查，该软件在低能见度条件下表现不佳。\n 因此...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-04-01/doc-inhszayu1642107.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","TESL":"Simplify Volt TSLA Revolution ETF","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) 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SF065","news_type":1,"symbols_score_info":{"TESL":0.6,"TSLA":1.95,"TSLI":0.6,"TSII":0.6,"TSLS":0.6,"TSLT":0.6,"TSYY":0.6,"TSLW":0.6,"TSL":0.6,"TLA":0.6,"TSLG":0.6,"07766":0.6,"TSLY":0.6,"TSLR":0.6,"TSLO":0.6,"TEST":0.6,"TSLP":0.6,"CRSH":0.6,"TSLQ":0.6,"TSDD":0.6,"TSLZ":0.6}},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548495263617600,"gmtCreate":1774922704201,"gmtModify":1774922706882,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"上市幻想就破灭，马圣说不缺钱，又要上市[微笑] ","listText":"上市幻想就破灭，马圣说不缺钱，又要上市[微笑] ","text":"上市幻想就破灭，马圣说不缺钱，又要上市[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548495263617600","repostId":"1170277110","repostType":2,"repost":{"id":"1170277110","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1774849971,"share":"https://www.laohu8.com/m/news/1170277110?lang=zh_CN&edition=full","pubTime":"2026-03-30 13:52","market":"us","language":"zh","title":"SpaceX拟募资逾750亿美元，IPO市场面临资金饱和考验","url":"https://stock-news.laohu8.com/highlight/detail?id=1170277110","media":"老虎资讯综合","summary":"SpaceX最快将于数日内向美国证交会提交IPO申请文件，市场对其募资规模的揣测已炒得沸沸扬扬。若以去年美国IPO市场总集资额775亿美元计算，SpaceX单一公司的目标已接近去年全美IPO总额。SpaceX并非唯一计划今年上市的大型企业。据悉，人工智能公司Anthropic正探讨最快第四季IPO，投行估计其集资额可达600亿美元；OpenAI的IPO亦在酝酿之中。市场普遍预期，SpaceX的公开财务资料至少还要数月才能曝光，届时才能更准确评估其实际估值及集资规模。","content":"<html><head></head><body><p style=\"text-align: start;\">SpaceX最快将于数日内向美国证交会提交IPO申请文件，市场对其募资规模的揣测已炒得沸沸扬扬。据早前报道，投行人士估计该公司有机会筹集超过750亿美元，这是一个令市场咋舌的数字。若以去年美国IPO市场总集资额775亿美元计算，SpaceX单一公司的目标已接近去年全美IPO总额。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2ea964c3fe35557483dbafb1c4155ce\" title=\"\" tg-width=\"2048\" tg-height=\"1152\"/></p><h3 id=\"id_4204041016\">AI巨头排队上市 市场资金能否承接？</h3><p style=\"text-align: start;\">SpaceX并非唯一计划今年上市的大型企业。据悉，人工智能公司Anthropic正探讨最快第四季IPO，投行估计其集资额可达600亿美元；OpenAI的IPO亦在酝酿之中。在短短12个月内，三间巨头若同时上市，市场是否有足够资金承接，成为一大疑问。</p><p style=\"text-align: start;\">回顾2021年超低息环境下，美股IPO总集资额曾达3160亿美元，惟自2022年利率回升后，市场流动性已大不如前。倘若市况持续波动，至少有一家企业的上市计划可能落空。</p><h3 id=\"id_658031724\">AI企业增长惊人 SpaceX增速相对逊色</h3><p style=\"text-align: start;\">OpenAI及Anthropic受惠于人工智能热潮，增长惊人。据报道，Anthropic今年首两个月的年化销售额已较去年翻倍。</p><p style=\"text-align: start;\">反观SpaceX，其财务表现透明度较低，但路透报道指去年收入约160亿美元，而2022年《华尔街日报》报道其收入仅46亿美元，两年来增长虽快，但相比AI企业的爆炸式增长仍显得温和。这亦意味SpaceX要支撑创办人马斯克将其与xAI合并后订出的1.25万亿美元估值，难度不小。</p><h3 id=\"id_3496365914\">Starlink为收入主力 估值天花板明显</h3><p style=\"text-align: start;\">SpaceX最大收入来源为星链卫星互联网服务，该业务虽具成长性，但本质上属基础设施型，与市场给予AI企业的“超高估值”逻辑并不完全匹配。</p><p style=\"text-align: start;\">尽管马斯克在散户投资者中号召力巨大，任何事均有可能，但最终SpaceX能否以理想估值及集资额成功上市，仍取决于其财务报表披露后的真实数据。</p><h3 id=\"id_2500124584\">投行推波助澜 上市前估值恐难作准</h3><p style=\"text-align: start;\">投行在上市前通常会刻意营造热烈气氛，以推高定价，惟市况及投资者反应往往存在变数。市场普遍预期，SpaceX的公开财务资料至少还要数月才能曝光，届时才能更准确评估其实际估值及集资规模。在此之前，市场炒作的热度与现实之间，可能仍有一段距离。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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\">\nSpaceX拟募资逾750亿美元，IPO市场面临资金饱和考验\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-30 13:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">SpaceX最快将于数日内向美国证交会提交IPO申请文件，市场对其募资规模的揣测已炒得沸沸扬扬。据早前报道，投行人士估计该公司有机会筹集超过750亿美元，这是一个令市场咋舌的数字。若以去年美国IPO市场总集资额775亿美元计算，SpaceX单一公司的目标已接近去年全美IPO总额。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2ea964c3fe35557483dbafb1c4155ce\" title=\"\" tg-width=\"2048\" tg-height=\"1152\"/></p><h3 id=\"id_4204041016\">AI巨头排队上市 市场资金能否承接？</h3><p style=\"text-align: start;\">SpaceX并非唯一计划今年上市的大型企业。据悉，人工智能公司Anthropic正探讨最快第四季IPO，投行估计其集资额可达600亿美元；OpenAI的IPO亦在酝酿之中。在短短12个月内，三间巨头若同时上市，市场是否有足够资金承接，成为一大疑问。</p><p style=\"text-align: start;\">回顾2021年超低息环境下，美股IPO总集资额曾达3160亿美元，惟自2022年利率回升后，市场流动性已大不如前。倘若市况持续波动，至少有一家企业的上市计划可能落空。</p><h3 id=\"id_658031724\">AI企业增长惊人 SpaceX增速相对逊色</h3><p style=\"text-align: start;\">OpenAI及Anthropic受惠于人工智能热潮，增长惊人。据报道，Anthropic今年首两个月的年化销售额已较去年翻倍。</p><p style=\"text-align: start;\">反观SpaceX，其财务表现透明度较低，但路透报道指去年收入约160亿美元，而2022年《华尔街日报》报道其收入仅46亿美元，两年来增长虽快，但相比AI企业的爆炸式增长仍显得温和。这亦意味SpaceX要支撑创办人马斯克将其与xAI合并后订出的1.25万亿美元估值，难度不小。</p><h3 id=\"id_3496365914\">Starlink为收入主力 估值天花板明显</h3><p style=\"text-align: start;\">SpaceX最大收入来源为星链卫星互联网服务，该业务虽具成长性，但本质上属基础设施型，与市场给予AI企业的“超高估值”逻辑并不完全匹配。</p><p style=\"text-align: start;\">尽管马斯克在散户投资者中号召力巨大，任何事均有可能，但最终SpaceX能否以理想估值及集资额成功上市，仍取决于其财务报表披露后的真实数据。</p><h3 id=\"id_2500124584\">投行推波助澜 上市前估值恐难作准</h3><p style=\"text-align: start;\">投行在上市前通常会刻意营造热烈气氛，以推高定价，惟市况及投资者反应往往存在变数。市场普遍预期，SpaceX的公开财务资料至少还要数月才能曝光，届时才能更准确评估其实际估值及集资规模。在此之前，市场炒作的热度与现实之间，可能仍有一段距离。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170277110","content_text":"SpaceX最快将于数日内向美国证交会提交IPO申请文件，市场对其募资规模的揣测已炒得沸沸扬扬。据早前报道，投行人士估计该公司有机会筹集超过750亿美元，这是一个令市场咋舌的数字。若以去年美国IPO市场总集资额775亿美元计算，SpaceX单一公司的目标已接近去年全美IPO总额。AI巨头排队上市 市场资金能否承接？SpaceX并非唯一计划今年上市的大型企业。据悉，人工智能公司Anthropic正探讨最快第四季IPO，投行估计其集资额可达600亿美元；OpenAI的IPO亦在酝酿之中。在短短12个月内，三间巨头若同时上市，市场是否有足够资金承接，成为一大疑问。回顾2021年超低息环境下，美股IPO总集资额曾达3160亿美元，惟自2022年利率回升后，市场流动性已大不如前。倘若市况持续波动，至少有一家企业的上市计划可能落空。AI企业增长惊人 SpaceX增速相对逊色OpenAI及Anthropic受惠于人工智能热潮，增长惊人。据报道，Anthropic今年首两个月的年化销售额已较去年翻倍。反观SpaceX，其财务表现透明度较低，但路透报道指去年收入约160亿美元，而2022年《华尔街日报》报道其收入仅46亿美元，两年来增长虽快，但相比AI企业的爆炸式增长仍显得温和。这亦意味SpaceX要支撑创办人马斯克将其与xAI合并后订出的1.25万亿美元估值，难度不小。Starlink为收入主力 估值天花板明显SpaceX最大收入来源为星链卫星互联网服务，该业务虽具成长性，但本质上属基础设施型，与市场给予AI企业的“超高估值”逻辑并不完全匹配。尽管马斯克在散户投资者中号召力巨大，任何事均有可能，但最终SpaceX能否以理想估值及集资额成功上市，仍取决于其财务报表披露后的真实数据。投行推波助澜 上市前估值恐难作准投行在上市前通常会刻意营造热烈气氛，以推高定价，惟市况及投资者反应往往存在变数。市场普遍预期，SpaceX的公开财务资料至少还要数月才能曝光，届时才能更准确评估其实际估值及集资规模。在此之前，市场炒作的热度与现实之间，可能仍有一段距离。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548447096643944,"gmtCreate":1774921793913,"gmtModify":1774921796275,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"卑鄙的马圣还是有一手的","listText":"卑鄙的马圣还是有一手的","text":"卑鄙的马圣还是有一手的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548447096643944","repostId":"2623788543","repostType":2,"repost":{"id":"2623788543","kind":"news","pubTimestamp":1774914978,"share":"https://www.laohu8.com/m/news/2623788543?lang=zh_CN&edition=full","pubTime":"2026-03-31 07:56","market":"sh","language":"zh","title":"马斯克叫板成功，美法官因点赞争议回避特斯拉诉讼","url":"https://stock-news.laohu8.com/highlight/detail?id=2623788543","media":"凤凰网科技","summary":"大法官麦考密克回避诉讼不过，虽然她并未正式宣布回避，但她表示，“媒体对法官处理某一案件给予过度的关注，不利于司法公正”。马斯克的这些案件将被重新分配给特拉华州的其他三位法官，即副大法官。在薪酬案件的审判中败诉后，马斯克一直对特拉华州法院和麦考密克法官表示不满。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/ucms/2026_14/7E2BE703A84A323445E95CFC54C416B1804E74D0_size901_w1372_h768.png\"/></p><p>马斯克</p><p><a href=\"https://laohu8.com/S/600716\">凤凰</a>网科技讯 北京时间3月31日，据《金融时报》报道，埃隆·马斯克(Elon Musk)在特拉华州的法律纠纷将移交新任法官审理。该州最高公司法法官在发生公正性争议后，决定重新分配三起案件的法官。</p><p>在此之前，<strong>马斯克的律师已要求特拉华州衡平法院大法官凯瑟琳·麦考密克(Kathaleen McCormick)回避，原因是她的领英账号似乎“点赞”了一篇庆祝马斯克近期败诉的帖子。</strong>她否认了存在偏见的说法，称自己既未看到也未支持该帖子。</p><p>麦考密克周一在写给马斯克案件律师的信中称：“要求我回避的动议建立在一个错误前提上，即我支持了一条关于马斯克先生的领英帖子，而事实上我并不支持。我对这些案件中的被告没有偏见。实际上，我就在去年就驳回了一起针对马斯克先生的诉讼。”</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_14/0C79841EBEC02449B3E1C77E5457B49D0DB44823_size839_w920_h942.png\"/></p><p>大法官麦考密克回避诉讼</p><p>不过，虽然她并未正式宣布回避，但她表示，“媒体对法官处理某一案件给予过度的关注，不利于司法公正”。</p><p><strong>马斯克的这些案件将被重新分配给特拉华州的其他三位法官，即副大法官。</strong>其中一桩是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股东诉讼的遗留案件，该诉讼质疑马斯克价值560亿美元的薪酬方案。麦考密克在两份不同的裁决中取消了这笔薪酬方案，理由是特斯拉董事会与马斯克关系过于密切。不过，去年12月，特拉华州最高法院推翻了取消该薪酬方案的裁决。</p><p>在薪酬案件的审判中败诉后，马斯克一直对特拉华州法院和麦考密克法官表示不满。(作者/箫雨)</p><p>更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。</p></body></html>","source":"fenghuang_stock","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>马斯克叫板成功，美法官因点赞争议回避特斯拉诉讼</title>\n<style 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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马斯克叫板成功，美法官因点赞争议回避特斯拉诉讼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-31 07:56 北京时间 <a href=https://tech.ifeng.com/c/8rw0WzRf67Z><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克凤凰网科技讯 北京时间3月31日，据《金融时报》报道，埃隆·马斯克(Elon Musk)在特拉华州的法律纠纷将移交新任法官审理。该州最高公司法法官在发生公正性争议后，决定重新分配三起案件的法官。在此之前，马斯克的律师已要求特拉华州衡平法院大法官凯瑟琳·麦考密克(Kathaleen McCormick)回避，原因是她的领英账号似乎“点赞”了一篇庆祝马斯克近期败诉的帖子。她否认了存在偏见的说法，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8rw0WzRf67Z\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLQ":"2倍做空TSLA ETF-Tradr","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","TSLR":"2倍做多TSLA ETF-GraniteShares","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","TSLS":"1倍做空TSLA ETF-Direxion","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","TSLA":"特斯拉","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","TSLT":"2倍做多TSLA ETF-T-Rex","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","TSLW":"TSLA周配息ETF-Roundhill","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","TSLY":"TSLA期权收益策略ETF-YieldMax","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) 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McCormick)回避，原因是她的领英账号似乎“点赞”了一篇庆祝马斯克近期败诉的帖子。她否认了存在偏见的说法，称自己既未看到也未支持该帖子。麦考密克周一在写给马斯克案件律师的信中称：“要求我回避的动议建立在一个错误前提上，即我支持了一条关于马斯克先生的领英帖子，而事实上我并不支持。我对这些案件中的被告没有偏见。实际上，我就在去年就驳回了一起针对马斯克先生的诉讼。”大法官麦考密克回避诉讼不过，虽然她并未正式宣布回避，但她表示，“媒体对法官处理某一案件给予过度的关注，不利于司法公正”。马斯克的这些案件将被重新分配给特拉华州的其他三位法官，即副大法官。其中一桩是特斯拉股东诉讼的遗留案件，该诉讼质疑马斯克价值560亿美元的薪酬方案。麦考密克在两份不同的裁决中取消了这笔薪酬方案，理由是特斯拉董事会与马斯克关系过于密切。不过，去年12月，特拉华州最高法院推翻了取消该薪酬方案的裁决。在薪酬案件的审判中败诉后，马斯克一直对特拉华州法院和麦考密克法官表示不满。(作者/箫雨)更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。","news_type":1,"symbols_score_info":{"07766":0.6,"TSLP":0.6,"TSLT":0.6,"UFO":0.6,"TSLS":0.6,"TSLY":0.6,"TSDD":0.6,"TSLR":0.6,"TEST":0.6,"TSLQ":0.6,"TSL":0.6,"TSLO":0.6,"TSYY":0.6,"TSLZ":0.6,"TSII":0.6,"TESL":0.6,"TLA":0.6,"TSLW":0.6,"TSLA":1.91,"TSLI":0.6,"CRSH":0.6,"TSLG":0.6}},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547167354377640,"gmtCreate":1774609268163,"gmtModify":1774609270519,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 该往下破300了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 该往下破300了","text":"$特斯拉(TSLA)$ 该往下破300了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547167354377640","isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547166781452352,"gmtCreate":1774609204233,"gmtModify":1774609206280,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"0\"></v-v> 大势已去","listText":"<a 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大势已去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547166781452352","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546909983541240,"gmtCreate":1774546501150,"gmtModify":1774546503897,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"上市就会暴跌","listText":"上市就会暴跌","text":"上市就会暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/546909983541240","repostId":"2622688623","repostType":2,"repost":{"id":"2622688623","kind":"news","pubTimestamp":1774501978,"share":"https://www.laohu8.com/m/news/2622688623?lang=zh_CN&edition=full","pubTime":"2026-03-26 13:12","market":"us","language":"zh","title":"1.75万亿美元！估值神话or资金黑洞？一文读懂SpaceX史诗级IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2622688623","media":"智通财经","summary":"据报道， SpaceX的IPO预计将筹集高达750亿美元，这将打破沙特阿美在2019年创下的294亿美元的纪录。SpaceX的估值可能超过1.75万亿美元，但公开市场投资者是否愿意购买支撑这一估值的股票还有待观察。但据知情人士透露，SpaceX收购xAI后，其资金需求似乎大幅增加。此前，另有知情人士表示，SpaceX已与潜在投资者讨论过融资超过700亿美元的可能性。SpaceX在IPO中寻求的估值可能超过1.75万亿美元。这份公开文件将首次全面披露SpaceX的财务状况，并开启为期15天的公众查阅期。","content":"<html><head></head><body><p>自苹果公司市值突破1万亿美元大关以来的七年半时间里，投资者已经习惯了看到大型科技公司在公开市场上获得十三位数的估值。</p><p>目前最市场瞩目的是，由<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>创始人、世界首富埃隆·马斯克控股的太空探索公司SpaceX已表示，计划在未来几个月内进行大规模首次公开募股(IPO)。人工智能领域的竞争对手OpenAI和Anthropic也可能在今年上市，它们的估值已经飙升至数千亿美元。</p><p>据报道， SpaceX的IPO预计将筹集高达750亿美元，这将打破沙特阿美在2019年创下的294亿美元的纪录。SpaceX的估值可能超过1.75万亿美元，但公开市场投资者是否愿意购买支撑这一估值的股票还有待观察。</p><p>SpaceX已从<a href=\"https://laohu8.com/S/000901\">航天</a>行业的相对弱势企业转型为如今的<a href=\"https://laohu8.com/S/00031\">航天</a>巨头，获得数十亿美元的政府合同，并成为美国太空计划的支柱。除了火箭发射业务外，SpaceX 还拥有卫星互联网宽带服务 星链项目Starlink，该服务已成为公司的主要现金流来源。今年2月，SpaceX 以全股票方式收购了xAI，从而获得了Grok——一家烧钱的人工智能公司，其旗舰产品是Grok AI助手。此外，SpaceX 还拥有X(前身为Twitter)，进一步丰富了其业务组合。</p><p>SpaceX的IPO将是一场巨大的市场盛事，届时无论大小投资者都将有机会参与马斯克快速发展的愿景——打造一家集太空和人工智能于一体的巨头企业。然而，怀疑者认为，投资者可能会担心马斯克会耗尽SpaceX这家行业领头羊公司的资金，去资助xAI——这个竞争激烈的领域中众多参与者之一。</p><p><strong>SpaceX为何计划进行IPO?</strong></p><p>尽管SpaceX据信拥有可观的现金流，主要来自星链项目，但该公司仍需更多资金来实现其宏伟目标。SpaceX在去年12月的一份员工备忘录中表示，IPO所得资金将用于星舰火箭的持续研发、太空人工智能数据中心以及月球基地建设。</p><p>SpaceX可以选择继续在私募市场筹集资金，而不是上市。但据知情人士透露，SpaceX收购xAI后，其资金需求似乎大幅增加。xAI每月消耗约10亿美元现金，用于支付包括训练人工智能模型在内的计算基础设施成本。</p><p>此外，作为一家上市公司，SpaceX 可以利用更广泛的市场筹集资金，这有助于其人工智能业务在上市前比竞争对手 OpenAI 和 Anthropic PBC 更快地筹集资金，因为它们都在各自的人工智能梦想上投入了数千亿美元。</p><p><strong>SpaceX的目标估值和交易规模是多少?</strong></p><p>一位知情人士透露，SpaceX正在考虑将融资目标定在750亿美元。此前，另有知情人士表示，SpaceX已与潜在投资者讨论过融资超过700亿美元的可能性。这两个数字都远高于此前报道的500亿美元目标。SpaceX在IPO中寻求的估值可能超过1.75万亿美元。</p><p>最大的问题是，这种估值能否在公开市场上真正维持下去。</p><p>分析师根据公司未来的盈利和增长、行业竞争以及利润率来评估公司价值。然而，估值并非一门科学。尤其是在牛市行情下，投资者有时会基于财务基本面以外的因素，为公司股票支付更高的价格。</p><p>有些人可能会认为SpaceX太空业务的巨大潜力足以支撑其股价高于公司目前财务状况所能支撑的水平。但围绕xAI业务的挑战可能会削弱其吸引力。</p><p>对SpaceX而言，IPO的弊端在于公司必须每季度公开披露财务数据，并向华尔街分析师和公众投资者做出解释。此外，如果股价波动剧烈或因负面消息而大幅下跌，其计划也可能受到影响。</p><p><strong>IPO时间表是什么?</strong></p><p>如果没有出现任何意外，马斯克最早可能在2026年6月将SpaceX上市。报道称，SpaceX 已选定华尔街最大的几家银行来负责 IPO 申报工作，其中包括美国证券交易委员会要求的财务披露信息，投资者在决定是否投资之前都希望看到这些信息。</p><p>通常情况下，这一过程始于一份非公开文件。即便如此，SpaceX 也可能会向外界宣布其已采取这一步骤。提交保密文件后，美国证券交易委员会(SEC)会启动一个流程，通常需要两到三个月，前提是没有重大延误。审核结束后，公司通常会将文件公开。</p><p>这份公开文件将首次全面披露SpaceX的财务状况，并开启为期15天的公众查阅期。查阅期结束后，公司将正式启动股票销售流程，通常会在设定的价格区间内进行，但最终价格尚未确定。</p><p><strong>如何打新?</strong></p><p>一旦确定价格区间，银行将接受机构投资者的股票认购订单。与此同时，普通投资者可以通过与银行合作的经纪商下单。数百万使用<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a> Markets和SoFi Technologies等热门交易平台的所谓“散户投资者”中，部分人或许可以直接通过这些平台下单，但对于热门IPO，此类投资者的配额可能非常有限。</p><p>在股票开始交易的前一天，SpaceX 和各家银行将就初始投资者需要支付的最终股价以及发行股票的数量达成一致。在确定股价时，SpaceX 和各家银行必须权衡现有股东和新投资者的利益。现有股东希望避免因发行过多股票而导致其持股比例下降，而新投资者则希望获得股票。</p><p>定价确定后，股票将于次日开始交易。</p><p><strong>华尔街正在做出哪些准备?</strong></p><p>此次发行规模之大，在华尔街前所未有，吸引了众多银行家争相帮助 SpaceX 上市，华尔街的大多数大型银行都将以某种方式参与其中。</p><p>然而，金融机构真正的声望来自于主导此次发行，并参与营销、定价和分配等关键决策。目前，已确认五家大型银行——美国银行、花旗、<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>和<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>——是此次发行的主要承销商，但它们的具体角色尚不明确。</p><p><strong>xAI 的收购会对 SpaceX 的潜在 IPO 产生什么影响?</strong></p><p>并非所有人都乐见SpaceX在xAI上市前收购该公司。这是因为xAI正在大量烧钱，这可能会削弱SpaceX核心业务的吸引力，尤其是星链项目。</p><p>那些原本以为自己持有太空公司股份的投资者，如今却面临着人工智能领域的巨额风险敞口。而对于那些看空人工智能行业的投资者来说，他们突然间又背负了一场高风险竞争中另一个潜在的输家。如果SpaceX被视为一家臃肿不堪的综合企业，那么它的估值可能会低于预期。</p><p>马斯克认为，如今涵盖火箭、太空互联网、人工智能和社交媒体的业务构成了一个“垂直整合的创新引擎”，尤其有助于公司抓住在太空建设数据中心的商业机会。</p><p>一位Pitchbook分析师表示，将所有业务集中到一个屋檐下将构成一个独特的方案：“Starlink 的用户增长、发布优势以及直接到基站的建设，这种组合在公开市场的其他任何地方都不存在。”</p><p><strong>SpaceX上市会对马斯克对公司的控制权产生什么影响?</strong></p><p>在收购xAI之前，经过无数轮引入外部投资者(包括彼得·蒂尔的创始人基金、富达投资和Alphabet)的私募融资，马斯克在SpaceX的持股比例不足一半。目前尚不清楚在完成xAI交易后，马斯克究竟持有SpaceX多少股份。SpaceX正在考虑一种IPO后的股权结构，该结构将允许内部人士(可能包括马斯克本人)几乎完全掌控关键的战略和公司决策。那些被SpaceX的潜力以及马斯克过往业绩所吸引的投资者可能并不在意这一点，但如果出现问题，而投资者又足够大胆地要求更换掌舵人，这可能会带来麻烦。</p><p><strong>马斯克将如何向IPO投资者推介SpaceX?</strong></p><p>此次推介的核心在于，SpaceX 在商业航天领域占据主导地位，拥有巨大的增长潜力，并与国防和电信等行业有着密切联系。此外，SpaceX 还拥有 Starlink 这项全球高速互联网服务，可谓是“摇钱树”，并且在火箭发射业务方面也拥有巨大的竞争优势。</p><p>更难的是说服投资者相信这些业务也能帮助SpaceX在人工智能领域占据主导地位。为了让投资者接受SpaceX的巨额估值，马斯克还将利用他的人气和过往业绩，力挺众多持有特斯拉股票获利的投资者——特斯拉股价在过去十年里飙升了近3000%。对于一些潜在的IPO投资者来说，这或许是最好的广告。</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>1.75万亿美元！估值神话or资金黑洞？一文读懂SpaceX史诗级IPO</title>\n<style 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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\">\n1.75万亿美元！估值神话or资金黑洞？一文读懂SpaceX史诗级IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-26 13:12 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1419204.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自苹果公司市值突破1万亿美元大关以来的七年半时间里，投资者已经习惯了看到大型科技公司在公开市场上获得十三位数的估值。目前最市场瞩目的是，由特斯拉创始人、世界首富埃隆·马斯克控股的太空探索公司SpaceX已表示，计划在未来几个月内进行大规模首次公开募股(IPO)。人工智能领域的竞争对手OpenAI和Anthropic也可能在今年上市，它们的估值已经飙升至数千亿美元。据报道， SpaceX的IPO预计...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1419204.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/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"VCX":"Fundrise Innovation Fund LLC","DXYZ":"Destiny Tech100 Inc"},"source_url":"http://www.zhitongcaijing.com/content/detail/1419204.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2622688623","content_text":"自苹果公司市值突破1万亿美元大关以来的七年半时间里，投资者已经习惯了看到大型科技公司在公开市场上获得十三位数的估值。目前最市场瞩目的是，由特斯拉创始人、世界首富埃隆·马斯克控股的太空探索公司SpaceX已表示，计划在未来几个月内进行大规模首次公开募股(IPO)。人工智能领域的竞争对手OpenAI和Anthropic也可能在今年上市，它们的估值已经飙升至数千亿美元。据报道， SpaceX的IPO预计将筹集高达750亿美元，这将打破沙特阿美在2019年创下的294亿美元的纪录。SpaceX的估值可能超过1.75万亿美元，但公开市场投资者是否愿意购买支撑这一估值的股票还有待观察。SpaceX已从航天行业的相对弱势企业转型为如今的航天巨头，获得数十亿美元的政府合同，并成为美国太空计划的支柱。除了火箭发射业务外，SpaceX 还拥有卫星互联网宽带服务 星链项目Starlink，该服务已成为公司的主要现金流来源。今年2月，SpaceX 以全股票方式收购了xAI，从而获得了Grok——一家烧钱的人工智能公司，其旗舰产品是Grok AI助手。此外，SpaceX 还拥有X(前身为Twitter)，进一步丰富了其业务组合。SpaceX的IPO将是一场巨大的市场盛事，届时无论大小投资者都将有机会参与马斯克快速发展的愿景——打造一家集太空和人工智能于一体的巨头企业。然而，怀疑者认为，投资者可能会担心马斯克会耗尽SpaceX这家行业领头羊公司的资金，去资助xAI——这个竞争激烈的领域中众多参与者之一。SpaceX为何计划进行IPO?尽管SpaceX据信拥有可观的现金流，主要来自星链项目，但该公司仍需更多资金来实现其宏伟目标。SpaceX在去年12月的一份员工备忘录中表示，IPO所得资金将用于星舰火箭的持续研发、太空人工智能数据中心以及月球基地建设。SpaceX可以选择继续在私募市场筹集资金，而不是上市。但据知情人士透露，SpaceX收购xAI后，其资金需求似乎大幅增加。xAI每月消耗约10亿美元现金，用于支付包括训练人工智能模型在内的计算基础设施成本。此外，作为一家上市公司，SpaceX 可以利用更广泛的市场筹集资金，这有助于其人工智能业务在上市前比竞争对手 OpenAI 和 Anthropic PBC 更快地筹集资金，因为它们都在各自的人工智能梦想上投入了数千亿美元。SpaceX的目标估值和交易规模是多少?一位知情人士透露，SpaceX正在考虑将融资目标定在750亿美元。此前，另有知情人士表示，SpaceX已与潜在投资者讨论过融资超过700亿美元的可能性。这两个数字都远高于此前报道的500亿美元目标。SpaceX在IPO中寻求的估值可能超过1.75万亿美元。最大的问题是，这种估值能否在公开市场上真正维持下去。分析师根据公司未来的盈利和增长、行业竞争以及利润率来评估公司价值。然而，估值并非一门科学。尤其是在牛市行情下，投资者有时会基于财务基本面以外的因素，为公司股票支付更高的价格。有些人可能会认为SpaceX太空业务的巨大潜力足以支撑其股价高于公司目前财务状况所能支撑的水平。但围绕xAI业务的挑战可能会削弱其吸引力。对SpaceX而言，IPO的弊端在于公司必须每季度公开披露财务数据，并向华尔街分析师和公众投资者做出解释。此外，如果股价波动剧烈或因负面消息而大幅下跌，其计划也可能受到影响。IPO时间表是什么?如果没有出现任何意外，马斯克最早可能在2026年6月将SpaceX上市。报道称，SpaceX 已选定华尔街最大的几家银行来负责 IPO 申报工作，其中包括美国证券交易委员会要求的财务披露信息，投资者在决定是否投资之前都希望看到这些信息。通常情况下，这一过程始于一份非公开文件。即便如此，SpaceX 也可能会向外界宣布其已采取这一步骤。提交保密文件后，美国证券交易委员会(SEC)会启动一个流程，通常需要两到三个月，前提是没有重大延误。审核结束后，公司通常会将文件公开。这份公开文件将首次全面披露SpaceX的财务状况，并开启为期15天的公众查阅期。查阅期结束后，公司将正式启动股票销售流程，通常会在设定的价格区间内进行，但最终价格尚未确定。如何打新?一旦确定价格区间，银行将接受机构投资者的股票认购订单。与此同时，普通投资者可以通过与银行合作的经纪商下单。数百万使用Robinhood Markets和SoFi Technologies等热门交易平台的所谓“散户投资者”中，部分人或许可以直接通过这些平台下单，但对于热门IPO，此类投资者的配额可能非常有限。在股票开始交易的前一天，SpaceX 和各家银行将就初始投资者需要支付的最终股价以及发行股票的数量达成一致。在确定股价时，SpaceX 和各家银行必须权衡现有股东和新投资者的利益。现有股东希望避免因发行过多股票而导致其持股比例下降，而新投资者则希望获得股票。定价确定后，股票将于次日开始交易。华尔街正在做出哪些准备?此次发行规模之大，在华尔街前所未有，吸引了众多银行家争相帮助 SpaceX 上市，华尔街的大多数大型银行都将以某种方式参与其中。然而，金融机构真正的声望来自于主导此次发行，并参与营销、定价和分配等关键决策。目前，已确认五家大型银行——美国银行、花旗、高盛、摩根大通和摩根士丹利——是此次发行的主要承销商，但它们的具体角色尚不明确。xAI 的收购会对 SpaceX 的潜在 IPO 产生什么影响?并非所有人都乐见SpaceX在xAI上市前收购该公司。这是因为xAI正在大量烧钱，这可能会削弱SpaceX核心业务的吸引力，尤其是星链项目。那些原本以为自己持有太空公司股份的投资者，如今却面临着人工智能领域的巨额风险敞口。而对于那些看空人工智能行业的投资者来说，他们突然间又背负了一场高风险竞争中另一个潜在的输家。如果SpaceX被视为一家臃肿不堪的综合企业，那么它的估值可能会低于预期。马斯克认为，如今涵盖火箭、太空互联网、人工智能和社交媒体的业务构成了一个“垂直整合的创新引擎”，尤其有助于公司抓住在太空建设数据中心的商业机会。一位Pitchbook分析师表示，将所有业务集中到一个屋檐下将构成一个独特的方案：“Starlink 的用户增长、发布优势以及直接到基站的建设，这种组合在公开市场的其他任何地方都不存在。”SpaceX上市会对马斯克对公司的控制权产生什么影响?在收购xAI之前，经过无数轮引入外部投资者(包括彼得·蒂尔的创始人基金、富达投资和Alphabet)的私募融资，马斯克在SpaceX的持股比例不足一半。目前尚不清楚在完成xAI交易后，马斯克究竟持有SpaceX多少股份。SpaceX正在考虑一种IPO后的股权结构，该结构将允许内部人士(可能包括马斯克本人)几乎完全掌控关键的战略和公司决策。那些被SpaceX的潜力以及马斯克过往业绩所吸引的投资者可能并不在意这一点，但如果出现问题，而投资者又足够大胆地要求更换掌舵人，这可能会带来麻烦。马斯克将如何向IPO投资者推介SpaceX?此次推介的核心在于，SpaceX 在商业航天领域占据主导地位，拥有巨大的增长潜力，并与国防和电信等行业有着密切联系。此外，SpaceX 还拥有 Starlink 这项全球高速互联网服务，可谓是“摇钱树”，并且在火箭发射业务方面也拥有巨大的竞争优势。更难的是说服投资者相信这些业务也能帮助SpaceX在人工智能领域占据主导地位。为了让投资者接受SpaceX的巨额估值，马斯克还将利用他的人气和过往业绩，力挺众多持有特斯拉股票获利的投资者——特斯拉股价在过去十年里飙升了近3000%。对于一些潜在的IPO投资者来说，这或许是最好的广告。","news_type":1,"symbols_score_info":{"VCX":2,"DXYZ":0.6}},"isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"content":"不上市大家都在吹都很想要觉得很有梦想，一上市很多人就想着变现了，万亿市值不是那么好维持的。","text":"不上市大家都在吹都很想要觉得很有梦想，一上市很多人就想着变现了，万亿市值不是那么好维持的。","html":"不上市大家都在吹都很想要觉得很有梦想，一上市很多人就想着变现了，万亿市值不是那么好维持的。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}