EPISODE · May 28, 2026 · 12 MIN
2026-05-28 · 商业与投资｜SpaceX 招股书 80% 锁定 AI capex、JPMorgan 美债五情景
from The Long View
今天商业面两条主轴：SpaceX 招股书披露 78% IPO 资金已被 AI 数据中心 capex 锁定、估值锚指向 $1.5 万亿；JPMorgan 首席策略师 David Kelly 发布「美国走向破产，只是慢慢地」5 情景框架——最乐观情景里 2036 年美债 GDP 比也到 115%。本期还包括：Salesforce $25B 回购 + 现金流指引腰斩；Tilman Fertitta $5.7B 全现金收购 Caesars；Cash App 上线 USDC 稳定币、下一步 BTC 自动转换；Trump Accounts app 周四上线；Australia 起诉 3M $1.4B PFAS、欧盟首罚 Temu；Pentagon 投资美国无人机公司。
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2026-05-28 · 商业与投资｜SpaceX 招股书 80% 锁定 AI capex、JPMorgan 美债五情景
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