22|史上最大 IPO蒸发一半——SpaceX 的价值回归 episode artwork

EPISODE · Aug 1, 2026 · 15 MIN

22|史上最大 IPO蒸发一半——SpaceX 的价值回归

from 终身学习芒格

本节目含人工智能生成内容。SpaceX 今年 6 月以 750 亿美元募资完成史上最大 IPO,4 天内冲到 2.97 万亿市值,随后一个半月暴跌 52%,蒸发超过 1.5 万亿美元。这期节目从三个维度拆解 SpaceX 的真实价值。为什么机构估值能从 7800 亿估到 3.9 万亿,差了整整 5 倍。听完这期你会明白:SpaceX 确实有真实内核,但当前价格依然包含了大量预期溢价。#SpaceX#星链#Starlink#火箭发射#估值分析#芒格思维模型#护城河#商业航天在小宇宙查看该单集文稿

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22|史上最大 IPO蒸发一半——SpaceX 的价值回归

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