EPISODE · May 25, 2026 · 40 MIN
13.🪐SpaceX - 人类史上最大IPO：马斯克把火星写进招股书
from 跨域请求
SpaceX IPO | 马斯克 | Starlink星链 | Starship星舰 | xAI | COLOSSUS | TAM | 轨道AI数据中心 | Macrohard | 火星殖民 | NASDAQ-100🎧 本期简介SpaceX 提交了 IPO 招股文件，这本来应该是一个“火箭公司要上市”的商业新闻。但这份 S-1 招股书里写进去的东西，已经远远超过了火箭：Starlink 星链、xAI、COLOSSUS 数据中心、轨道 AI 算力、月球经济、火星运输，甚至小行星采矿。这期节目想回答一个问题：SpaceX IPO 到底在卖什么？它卖的是现在已经能赚钱的星链业务，还是能把东西送上天的火箭能力，还是马斯克写给资本市场的一整套未来太空基础设施故事？更反直觉的是，SpaceX 招股书里最大的 TAM，也就是“可服务总市场”，并不在火箭，也不在星链，而在 AI。尤其是一个叫 Ma...去小宇宙查看完整单集简介在小宇宙查看该单集文稿
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13.🪐SpaceX - 人类史上最大IPO：马斯克把火星写进招股书
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