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目光之后
持仓正股+卖出虚值期权薅羊毛
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目光之后
目光之后
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01-29
$微软(MSFT)$
带血的筹码！我闻着味来了！抄底，抄底！[开心]
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目光之后
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01-27
🤣笑死
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目光之后
目光之后
·
01-21
高盛被套了
《大行》高盛料苹果首财季iPhone表现胜预期 评级“买入”
高盛研究报告指出，展望去年12月底止2026财年首季，预计苹果旗下的iPhone表现超预期，服务业务持续增长，预测每股盈利为2.66美元，与市场预期一致；iPhone收入将年增13%，出货量年增5%，价格/产品组合带来8%增长。该行又预计，苹果服务收入按年增长14%，应得益于其他类别的增长动能支持，及今年在苹果App Store的新广告格式将带来进一步利好；目标价320美元；评级“买入”。
《大行》高盛料苹果首财季iPhone表现胜预期 评级“买入”
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目光之后
目光之后
·
01-21
$Meta Platforms, Inc.(META)$
已经含泪越跌越买满仓了，赶紧涨吧大姐！[笑哭]
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目光之后
目光之后
·
01-15
$微软(MSFT)$
以后叫你巨软好了
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目光之后
目光之后
·
01-13
$Meta Platforms, Inc.(META)$
快点倒闭，拿了你好几个月，倒八辈子霉了。
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目光之后
目光之后
·
01-07
$Meta Platforms, Inc.(META)$
回家吧孩子，回家吧
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目光之后
目光之后
·
2025-12-22
Space X 营收和利润才多少，就敢估值1.5万亿？
马斯克彻底搅动华尔街！史上最大IPO，突曝大消息！
据报道，SpaceX公司正准备进行潜在的IPO，公司估值可能高达1.5万亿美元，这可能使其成为全球史上规模最大的IPO。知情人士表示，IPO的遴选流程仍在进行中，包括摩根士丹利、高盛和摩根大通等在内的少数几家投行正争夺相关承销角色。不过，消息人士称，尽管摩根士丹利呼声最高，但尚不能确定其将最终获得主承销商地位。
马斯克彻底搅动华尔街！史上最大IPO，突曝大消息！
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目光之后
目光之后
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2025-12-15
你有毒吧，特斯拉市盈率都上天了。
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目光之后
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2025-12-11
$微软(MSFT)$
叫你巨软好了[微笑]
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class=\"meta\">\n\n\n2026-01-21 11:33 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121114731a69a7f48&s=b><strong>AASTOCKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛研究报告指出，展望去年12月底止2026财年首季，预计苹果(AAPL.US)旗下的iPhone表现超预期，服务业务持续增长，预测每股盈利为2.66美元，与市场预期一致；iPhone收入将年增13%，出货量年增5%(包括中国iPhone出货量年增26%)，价格/产品组合带来8%增长。高盛又指，未来两年iPhone需求可能受惠于iPhone折机(今年秋季推出，2026及27财年出货量预计分别为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121114731a69a7f48&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","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","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute 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Store的新广告格式将带来进一步利好；目标价320美元；评级“买入”。","news_type":1,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1.96}},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524007941436368,"gmtCreate":1768958228975,"gmtModify":1768958231992,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a> 已经含泪越跌越买满仓了，赶紧涨吧大姐！[笑哭] ","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a> 已经含泪越跌越买满仓了，赶紧涨吧大姐！[笑哭] ","text":"$Meta Platforms, Inc.(META)$ 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快点倒闭，拿了你好几个月，倒八辈子霉了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/521329798235336","isVote":1,"tweetType":1,"viewCount":1700,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"我195买达子也套几个月了，","text":"我195买达子也套几个月了，","html":"我195买达子也套几个月了，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519466630799792,"gmtCreate":1767797690492,"gmtModify":1767797692719,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a> 回家吧孩子，回家吧","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a> 回家吧孩子，回家吧","text":"$Meta Platforms, Inc.(META)$ 回家吧孩子，回家吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519466630799792","isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513377237332000,"gmtCreate":1766363280802,"gmtModify":1766363283219,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"title":"","htmlText":"Space X 营收和利润才多少，就敢估值1.5万亿？","listText":"Space X 营收和利润才多少，就敢估值1.5万亿？","text":"Space X 营收和利润才多少，就敢估值1.5万亿？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513377237332000","repostId":"1101955822","repostType":4,"repost":{"id":"1101955822","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1766359601,"share":"https://www.laohu8.com/m/news/1101955822?lang=zh_CN&edition=full","pubTime":"2025-12-22 07:26","market":"us","language":"zh","title":"马斯克彻底搅动华尔街！史上最大IPO，突曝大消息！","url":"https://stock-news.laohu8.com/highlight/detail?id=1101955822","media":"券商中国","summary":"据报道，SpaceX公司正准备进行潜在的IPO，公司估值可能高达1.5万亿美元，这可能使其成为全球史上规模最大的IPO。知情人士表示，IPO的遴选流程仍在进行中，包括摩根士丹利、高盛和摩根大通等在内的少数几家投行正争夺相关承销角色。不过，消息人士称，尽管摩根士丹利呼声最高，但尚不能确定其将最终获得主承销商地位。","content":"<html><head></head><body><p>马斯克彻底搅动华尔街。</p><p style=\"text-align: justify;\">据最新消息，亿万富翁Bill Ackman（比尔·阿克曼）提出，通过其创建的特殊目的收购权工具（SPARC）让SpaceX公司上市，这一创新结构将绕过传统IPO流程，并赋予特斯拉股东优先投资权。</p><p style=\"text-align: justify;\"><strong>另有消息人士透露，摩根士丹利正成为SpaceX公司IPO关键角色的主要竞争者，因为摩根士丹利与马斯克关系密切，这使其在马斯克的决策中占据优势。目前包括摩根士丹利、高盛和摩根大通等在内的少数几家投行正在争夺相关承销角色。</strong></p><p style=\"text-align: justify;\">据报道，SpaceX公司正准备进行潜在的IPO，公司估值可能高达1.5万亿美元，这可能使其成为全球史上规模最大的IPO。</p><h2 id=\"id_4133868141\">曝出新方案</h2><p style=\"text-align: justify;\">当地时间12月20日，阿克曼在社交平台上发帖称，SPARC将向特斯拉股东分配特殊目的收购权（SPARs），使他们能够直接投资SpaceX公司或将权利变现。</p><p style=\"text-align: justify;\">根据阿克曼的提议，每股特斯拉股票将发行约0.5份SPAR，总计发行17.23亿份SPAR（包括已流通的6110万份）。每个SPAR可兑换两股SpaceX公司股票，意味着总计34.46亿股。该结构取消了承销费用、创始人股票和股东认股权证，同时保持100%普通股资本结构。</p><p style=\"text-align: justify;\">这一提议呼应了SpaceX 公司CEO埃隆·马斯克此前的表态——他曾在特斯拉11月股东大会上表示，希望特斯拉支持者能够获得投资SpaceX公司的机会。</p><p style=\"text-align: justify;\">阿克曼在社交媒体上向马斯克推介时写道：“这将使忠实的特斯拉股东有机会投资 SpaceX公司（或用他们的SPAR股份换取现金），同时完全实现IPO过程的民主化。”</p><p style=\"text-align: justify;\">阿克曼还抛出了另一个诱饵：行使SPAR期权的持有者将获得Pershing Square SPARC Holdings II SPAR，这些SPAR未来有可能用于让马斯克的人工智能公司xAI上市。</p><p style=\"text-align: justify;\">该方案维持100%普通股的资本结构，避免了传统IPO中常见的复杂股权安排。阿克曼表示，他计划在45天内完成尽职调查并最终敲定协议，目标是在2月中旬宣布该交易。</p><p style=\"text-align: justify;\">该方案在融资规模方面提供了极大的灵活性。如果SPAR期权行权价格定为11.03美元/股，SpaceX公司将筹集约420亿美元资金，其中约380亿美元来自SPAR期权行权，另外40亿美元来自潘兴广场基金。</p><p style=\"text-align: justify;\">如果行权价格提高到42美元，SpaceX公司募资额将飙升至约1487亿美元。这一融资规模符合SpaceX公司的市场预期。</p><p style=\"text-align: justify;\">据报道，SpaceX公司正准备进行潜在的IPO，公司估值可能高达1.5万亿美元，这可能使其成为全球史上规模最大的IPO。</p><p style=\"text-align: justify;\">知情人士表示，尽管马斯克长期倾向于让SpaceX公司保持私有状态，但随着公司估值不断攀升，以及星链（Starlink）卫星互联网业务的成功，其战略思路已发生转变。</p><p style=\"text-align: justify;\">阿克曼总结道：“世界上最具创新性和效率的火箭公司，理应以最具创新性、最高效、对特斯拉股东最公平的方式上市。向火星进发，探索更远的地方！”</p><h2 id=\"id_1093763776\">华尔街巨头的竞争</h2><p style=\"text-align: justify;\">据路透社援引消息人士的话报道，摩根士丹利有望成为SpaceX公司IPO的主承销商，该行与SpaceX公司CEO马斯克关系密切，从而占据一定优势。</p><p style=\"text-align: justify;\">知情人士表示，IPO的遴选流程仍在进行中，包括摩根士丹利、高盛和摩根大通等在内的少数几家投行正争夺相关承销角色。</p><p style=\"text-align: justify;\">不过，消息人士称，尽管摩根士丹利呼声最高，但尚不能确定其将最终获得主承销商地位。</p><p style=\"text-align: justify;\">据悉，马斯克与摩根士丹利的关系由来已久，至少可追溯至15年前，这使得该行被广泛视为牵头承销团的最有力竞争者。不过，目前SpaceX公司尚未正式选定任何银行，相关讨论仍在不断变化之中。</p><p style=\"text-align: justify;\">消息人士因讨论内容涉及机密而要求匿名。摩根士丹利、高盛和摩根大通拒绝置评，SpaceX 也未回应置评请求。</p><p style=\"text-align: justify;\">SpaceX是全球最大的私营公司之一，其潜在的IPO将极其复杂。知情人士补充称，尽管马斯克尚未选定主承销银行，但相关决定可能在年底前作出，完整的承销团则可能在随后敲定。</p><p style=\"text-align: justify;\">此外，虽然筹备工作正在推进，IPO仍取决于市场环境，SpaceX也可能选择推迟，甚至完全放弃上市计划。</p><p style=\"text-align: justify;\">据报道，摩根士丹利多年来一直为马斯克提供顾问服务，曾参与特斯拉2010年的上市，当时的承销团还包括担任左主承销商的高盛、摩根大通以及德意志银行。此后，摩根士丹利还在马斯克于2022年收购推特（现名X）的交易中担任顾问并主导融资。</p><p style=\"text-align: justify;\">马斯克最近还任命了摩根士丹利的一位银行家安东尼·阿姆斯特朗（Anthony Armstrong）担任其AI创业公司xAI的首席财务官。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克彻底搅动华尔街！史上最大IPO，突曝大消息！</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; 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style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2025-12-22 07:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>马斯克彻底搅动华尔街。</p><p style=\"text-align: justify;\">据最新消息，亿万富翁Bill Ackman（比尔·阿克曼）提出，通过其创建的特殊目的收购权工具（SPARC）让SpaceX公司上市，这一创新结构将绕过传统IPO流程，并赋予特斯拉股东优先投资权。</p><p style=\"text-align: justify;\"><strong>另有消息人士透露，摩根士丹利正成为SpaceX公司IPO关键角色的主要竞争者，因为摩根士丹利与马斯克关系密切，这使其在马斯克的决策中占据优势。目前包括摩根士丹利、高盛和摩根大通等在内的少数几家投行正在争夺相关承销角色。</strong></p><p style=\"text-align: justify;\">据报道，SpaceX公司正准备进行潜在的IPO，公司估值可能高达1.5万亿美元，这可能使其成为全球史上规模最大的IPO。</p><h2 id=\"id_4133868141\">曝出新方案</h2><p style=\"text-align: justify;\">当地时间12月20日，阿克曼在社交平台上发帖称，SPARC将向特斯拉股东分配特殊目的收购权（SPARs），使他们能够直接投资SpaceX公司或将权利变现。</p><p style=\"text-align: justify;\">根据阿克曼的提议，每股特斯拉股票将发行约0.5份SPAR，总计发行17.23亿份SPAR（包括已流通的6110万份）。每个SPAR可兑换两股SpaceX公司股票，意味着总计34.46亿股。该结构取消了承销费用、创始人股票和股东认股权证，同时保持100%普通股资本结构。</p><p style=\"text-align: justify;\">这一提议呼应了SpaceX 公司CEO埃隆·马斯克此前的表态——他曾在特斯拉11月股东大会上表示，希望特斯拉支持者能够获得投资SpaceX公司的机会。</p><p style=\"text-align: justify;\">阿克曼在社交媒体上向马斯克推介时写道：“这将使忠实的特斯拉股东有机会投资 SpaceX公司（或用他们的SPAR股份换取现金），同时完全实现IPO过程的民主化。”</p><p style=\"text-align: justify;\">阿克曼还抛出了另一个诱饵：行使SPAR期权的持有者将获得Pershing Square SPARC Holdings II SPAR，这些SPAR未来有可能用于让马斯克的人工智能公司xAI上市。</p><p style=\"text-align: justify;\">该方案维持100%普通股的资本结构，避免了传统IPO中常见的复杂股权安排。阿克曼表示，他计划在45天内完成尽职调查并最终敲定协议，目标是在2月中旬宣布该交易。</p><p style=\"text-align: justify;\">该方案在融资规模方面提供了极大的灵活性。如果SPAR期权行权价格定为11.03美元/股，SpaceX公司将筹集约420亿美元资金，其中约380亿美元来自SPAR期权行权，另外40亿美元来自潘兴广场基金。</p><p style=\"text-align: justify;\">如果行权价格提高到42美元，SpaceX公司募资额将飙升至约1487亿美元。这一融资规模符合SpaceX公司的市场预期。</p><p style=\"text-align: justify;\">据报道，SpaceX公司正准备进行潜在的IPO，公司估值可能高达1.5万亿美元，这可能使其成为全球史上规模最大的IPO。</p><p style=\"text-align: justify;\">知情人士表示，尽管马斯克长期倾向于让SpaceX公司保持私有状态，但随着公司估值不断攀升，以及星链（Starlink）卫星互联网业务的成功，其战略思路已发生转变。</p><p style=\"text-align: justify;\">阿克曼总结道：“世界上最具创新性和效率的火箭公司，理应以最具创新性、最高效、对特斯拉股东最公平的方式上市。向火星进发，探索更远的地方！”</p><h2 id=\"id_1093763776\">华尔街巨头的竞争</h2><p style=\"text-align: justify;\">据路透社援引消息人士的话报道，摩根士丹利有望成为SpaceX公司IPO的主承销商，该行与SpaceX公司CEO马斯克关系密切，从而占据一定优势。</p><p style=\"text-align: justify;\">知情人士表示，IPO的遴选流程仍在进行中，包括摩根士丹利、高盛和摩根大通等在内的少数几家投行正争夺相关承销角色。</p><p style=\"text-align: justify;\">不过，消息人士称，尽管摩根士丹利呼声最高，但尚不能确定其将最终获得主承销商地位。</p><p style=\"text-align: justify;\">据悉，马斯克与摩根士丹利的关系由来已久，至少可追溯至15年前，这使得该行被广泛视为牵头承销团的最有力竞争者。不过，目前SpaceX公司尚未正式选定任何银行，相关讨论仍在不断变化之中。</p><p style=\"text-align: justify;\">消息人士因讨论内容涉及机密而要求匿名。摩根士丹利、高盛和摩根大通拒绝置评，SpaceX 也未回应置评请求。</p><p style=\"text-align: justify;\">SpaceX是全球最大的私营公司之一，其潜在的IPO将极其复杂。知情人士补充称，尽管马斯克尚未选定主承销银行，但相关决定可能在年底前作出，完整的承销团则可能在随后敲定。</p><p style=\"text-align: justify;\">此外，虽然筹备工作正在推进，IPO仍取决于市场环境，SpaceX也可能选择推迟，甚至完全放弃上市计划。</p><p style=\"text-align: justify;\">据报道，摩根士丹利多年来一直为马斯克提供顾问服务，曾参与特斯拉2010年的上市，当时的承销团还包括担任左主承销商的高盛、摩根大通以及德意志银行。此后，摩根士丹利还在马斯克于2022年收购推特（现名X）的交易中担任顾问并主导融资。</p><p style=\"text-align: justify;\">马斯克最近还任命了摩根士丹利的一位银行家安东尼·阿姆斯特朗（Anthony Armstrong）担任其AI创业公司xAI的首席财务官。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df84f03928b3390544efbf5b9c61c665","relate_stocks":{"DXYZ":"Destiny Tech100 Inc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101955822","content_text":"马斯克彻底搅动华尔街。据最新消息，亿万富翁Bill Ackman（比尔·阿克曼）提出，通过其创建的特殊目的收购权工具（SPARC）让SpaceX公司上市，这一创新结构将绕过传统IPO流程，并赋予特斯拉股东优先投资权。另有消息人士透露，摩根士丹利正成为SpaceX公司IPO关键角色的主要竞争者，因为摩根士丹利与马斯克关系密切，这使其在马斯克的决策中占据优势。目前包括摩根士丹利、高盛和摩根大通等在内的少数几家投行正在争夺相关承销角色。据报道，SpaceX公司正准备进行潜在的IPO，公司估值可能高达1.5万亿美元，这可能使其成为全球史上规模最大的IPO。曝出新方案当地时间12月20日，阿克曼在社交平台上发帖称，SPARC将向特斯拉股东分配特殊目的收购权（SPARs），使他们能够直接投资SpaceX公司或将权利变现。根据阿克曼的提议，每股特斯拉股票将发行约0.5份SPAR，总计发行17.23亿份SPAR（包括已流通的6110万份）。每个SPAR可兑换两股SpaceX公司股票，意味着总计34.46亿股。该结构取消了承销费用、创始人股票和股东认股权证，同时保持100%普通股资本结构。这一提议呼应了SpaceX 公司CEO埃隆·马斯克此前的表态——他曾在特斯拉11月股东大会上表示，希望特斯拉支持者能够获得投资SpaceX公司的机会。阿克曼在社交媒体上向马斯克推介时写道：“这将使忠实的特斯拉股东有机会投资 SpaceX公司（或用他们的SPAR股份换取现金），同时完全实现IPO过程的民主化。”阿克曼还抛出了另一个诱饵：行使SPAR期权的持有者将获得Pershing Square SPARC Holdings II SPAR，这些SPAR未来有可能用于让马斯克的人工智能公司xAI上市。该方案维持100%普通股的资本结构，避免了传统IPO中常见的复杂股权安排。阿克曼表示，他计划在45天内完成尽职调查并最终敲定协议，目标是在2月中旬宣布该交易。该方案在融资规模方面提供了极大的灵活性。如果SPAR期权行权价格定为11.03美元/股，SpaceX公司将筹集约420亿美元资金，其中约380亿美元来自SPAR期权行权，另外40亿美元来自潘兴广场基金。如果行权价格提高到42美元，SpaceX公司募资额将飙升至约1487亿美元。这一融资规模符合SpaceX公司的市场预期。据报道，SpaceX公司正准备进行潜在的IPO，公司估值可能高达1.5万亿美元，这可能使其成为全球史上规模最大的IPO。知情人士表示，尽管马斯克长期倾向于让SpaceX公司保持私有状态，但随着公司估值不断攀升，以及星链（Starlink）卫星互联网业务的成功，其战略思路已发生转变。阿克曼总结道：“世界上最具创新性和效率的火箭公司，理应以最具创新性、最高效、对特斯拉股东最公平的方式上市。向火星进发，探索更远的地方！”华尔街巨头的竞争据路透社援引消息人士的话报道，摩根士丹利有望成为SpaceX公司IPO的主承销商，该行与SpaceX公司CEO马斯克关系密切，从而占据一定优势。知情人士表示，IPO的遴选流程仍在进行中，包括摩根士丹利、高盛和摩根大通等在内的少数几家投行正争夺相关承销角色。不过，消息人士称，尽管摩根士丹利呼声最高，但尚不能确定其将最终获得主承销商地位。据悉，马斯克与摩根士丹利的关系由来已久，至少可追溯至15年前，这使得该行被广泛视为牵头承销团的最有力竞争者。不过，目前SpaceX公司尚未正式选定任何银行，相关讨论仍在不断变化之中。消息人士因讨论内容涉及机密而要求匿名。摩根士丹利、高盛和摩根大通拒绝置评，SpaceX 也未回应置评请求。SpaceX是全球最大的私营公司之一，其潜在的IPO将极其复杂。知情人士补充称，尽管马斯克尚未选定主承销银行，但相关决定可能在年底前作出，完整的承销团则可能在随后敲定。此外，虽然筹备工作正在推进，IPO仍取决于市场环境，SpaceX也可能选择推迟，甚至完全放弃上市计划。据报道，摩根士丹利多年来一直为马斯克提供顾问服务，曾参与特斯拉2010年的上市，当时的承销团还包括担任左主承销商的高盛、摩根大通以及德意志银行。此后，摩根士丹利还在马斯克于2022年收购推特（现名X）的交易中担任顾问并主导融资。马斯克最近还任命了摩根士丹利的一位银行家安东尼·阿姆斯特朗（Anthony Armstrong）担任其AI创业公司xAI的首席财务官。","news_type":1,"symbols_score_info":{"DXYZ":2}},"isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511100789425448,"gmtCreate":1765807455744,"gmtModify":1765807458379,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"你有毒吧，特斯拉市盈率都上天了。","listText":"你有毒吧，特斯拉市盈率都上天了。","text":"你有毒吧，特斯拉市盈率都上天了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511100789425448","isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509316879213296,"gmtCreate":1765382978309,"gmtModify":1765383838096,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"title":"","htmlText":"<a 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