‍#SpaceX认购规模超2500亿美元

SpaceX repeats the “hard to get a ticket” hype. Although I didn’t take part in this nationwide wealth-building frenzy, I’m still optimistic about SpaceX’s post-IPO market performance. The subscription demand for SpaceX’s IPO has already reached a historic level. The current mainstream market expectation is that the offering price will be $135 per share, implying a valuation of approximately $1.75–1.77 trillion. Driven by 3.5–4x oversubscription, there is a possibility of a slight increase in the offering price. As for the final offering price, I predict it will be around $150, and after the listing, it could keep climbing.

My reasons for being bullish are:

1. Tight supply + passive capital building positions: This time, only about 4.3% of the shares will be issued. In the early days after listing, the free float is extremely low. Combined with SpaceX being rapidly added to major indices such as the Nasdaq, it’s expected that within 15 days after listing, passive funds will absorb about 30% of the circulating shares. In the short term, this could form a self-reinforcing upward price cycle, and some analytical models even suggest the stock price could double in the initial phase of trading.

2. AI story premium supports valuation re-rating: SpaceX has merged with xAI, with a focus on the concept of a “space AI computing cluster.” It has secured long-term computing orders from Anthropic. The market will compare it to technology giants rather than traditional aerospace companies, and short-term AI investment enthusiasm may push the stock price up.

With the above positive catalysts, I believe the final stock price could reach between $180 and $200. I’m also considering buying some commercial aerospace stocks before SpaceX’s listing, and then buying Space X shares after it goes public to seek short-term gains.