Elon Musk 提议将 SpaceX 的 IPO 定在 2026 年 6 月中旬,以配合罕见的行星排列与他 6 月 28 日的生日;消息人士称,6 月 8–9 日 Jupiter 与 Venus 将出现合相,两者在天空中的距离「略多于 1 度」,为三年多来首次;数日后 Mercury 也将与两者斜向成列。该交易目标在约 1.5 兆美元估值下募资最高 500 亿美元;若成行,将成为史上最大 IPO,远高于 2019 年 Saudi Aramco 募得的 290 亿美元(约 1.72 倍)。Financial Times 另称 SpaceX 正洽谈由 Bank of America、Goldman Sachs、JPMorgan Chase、Morgan Stanley 担任主承销角色。
相关数字仍属初步;部分投资银行与投资人认为 6 月时程过紧:公司仍需向 Securities and Exchange Commission 提交 Form S-1 以通知上市意图,并安排全球路演推介。任何 IPO 也将受市场条件左右;在 President Donald Trump 频繁扬言加征关税、并试图影响 Federal Reserve 利率政策的背景下,不确定性上升。该安排凸显 Musk 对 SpaceX 的个人烙印;其过往亦以玩笑式商业决策闻名:2018 年他曾以每股 420 美元「将 Tesla 私有化」发文;本月他又在与 Ryanair 就 Starlink 争执后,威胁收购该航空公司并以名为 Ryan 的人取代执行长 Michael O’Leary。
据称财务长 Bret Johnsen 自 12 月中旬起已与既有私募投资人通话,评估 2026 年中 IPO;由于公司长期维持私有,预期将吸引大量机构与散户需求。推动上市的核心动机是筹措资金以开发 Starship 火箭系统(目标前往 Mars)与其他计划;SpaceX 向投资人表示,其正研发由 9,400 颗 Starlink 卫星网路连接的「太空资料中心」技术,以在 AI 竞争中对抗 Google 与 OpenAI。公司亦在 12 月讨论过以 8,000 亿美元估值进行私募股权出售,较先前接近 4,000 亿美元估值「高出逾一倍」;另称 SpaceX 去年向 xAI 投资 20 亿美元,该公司其后于 3 月与社群平台 X 合并,Musk 亦表示希望 Tesla 投资 xAI。
Elon Musk has proposed timing SpaceX’s IPO for mid‑June 2026 to match a rare planetary alignment and his June 28 birthday; people familiar with the matter say Jupiter and Venus will form a conjunction on June 8–9, appearing “a little more than 1 degree” apart for the first time in more than three years, with Mercury aligning diagonally a few days later. The deal is seeking to raise up to $50bn at a valuation of roughly $1.5tn; if completed, it would be the largest IPO in history, far exceeding Saudi Aramco’s $29bn raised in 2019 (about 1.72x). The Financial Times also reported SpaceX was lining up Bank of America, Goldman Sachs, JPMorgan Chase and Morgan Stanley for lead roles.
The figures remain preliminary; some bankers and investors argue a June timeline is too tight because the company still must file a Form S-1 with the Securities and Exchange Commission and run a global roadshow. Any IPO will also be hostage to market conditions; uncertainty is elevated amid President Donald Trump’s frequent tariff threats and attempts to influence the Federal Reserve’s interest‑rate policy. The scheduling push highlights Musk’s personal imprint on SpaceX, and it fits a pattern of joke‑laden business moves: in 2018 he tweeted about taking Tesla private at $420 a share, and this month he threatened to buy Ryanair and replace chief executive Michael O’Leary with a man named Ryan after a Starlink dispute.
Chief financial officer Bret Johnsen has been speaking with existing private investors since mid‑December about a mid‑2026 IPO; because the company has stayed private, the offering is expected to draw massive institutional and retail demand. The core motivation is funding development of the Starship rocket system aimed at reaching Mars and other projects; SpaceX has told investors it is developing space‑based data centres connected by a network of 9,400 Starlink satellites to compete in AI against Google and OpenAI. In December the company discussed a private share sale at an $800bn valuation, more than double a prior near‑$400bn value; SpaceX also invested $2bn in xAI last year, later merged with social media platform X in March, and Musk has said he wants Tesla to invest in xAI.