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Greatness and being overrated can indeed coexist; the SpaceX case is a perfect example.
作者:周航
SpaceX 在 IPO 前后的估值可能被高估了$1.25 万亿美元。
这不是在否认 SpaceX 的伟大。恰恰相反,任何认真讨论 SpaceX 的人,都必须先承认:它可能是过去 50 年里最伟大的工业公司之一。
但一家公司的伟大,和一只股票是否值得在任何价格买入,是两件完全不同的事。
SpaceX 可以同时是“21 世纪最伟大的工业体”,也是“被严重高估的投资标的”。这两件事并不冲突。
■ 先承认它确实伟大
任何关于 SpaceX 估值的诚实讨论,都必须从一句话开始:它是过去 25 年最成功的工业公司,没有之一——甚至比 Tesla 还要成功。这不是