Apple星晨的个人主页 - 老虎社区

Apple星晨

Apple星晨

简简单单的开始就好

IP属地：北京

132关注

10粉丝

7主题

0勋章

10:05

$贝莱德基金(DSU)$

09-21 22:28

09-18

09-09

$SpaceX(SPCX)$ 还不赖

09-09

$SpaceX(SPCX)$ 打爆空头扶摇直上九万里

08-17

08-04

$SpaceX(SPCX)$ 回血了回血了阿弥陀佛

07-27

07-21

$SpaceX(SPCX)$ 只求回到发行价就行，要求不高无所求了

07-16

真的吗？

07-02

$SpaceX(SPCX)$ 波动有点大啊

06-19

$贝莱德基金(DSU)$ 还不赖

06-04

大家怎么看华尔街做空SPCX

05-27

虎哥🐯优秀(#^.^#)👍🏻全球业务稳步增加

老虎国际：关于近期舆情的进一步说明

05-11

$特斯拉(TSLA)$ Tesla还是得看掌舵人✌︎' ֊'格局大一些，期待SpaceX IPO

04-09

$特斯拉(TSLA)$ 准备170～220

04-09

会涨📈买到就是实惠

04-07

$特斯拉(TSLA)$ 支持，买买买

04-05

QNCX 亏死了

03-30

买买买买

SpaceX拟募资逾750亿美元，IPO市场面临资金饱和考验

去老虎APP查看更多动态

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11:21","market":"us","language":"zh","title":"老虎国际：关于近期舆情的进一步说明","url":"https://stock-news.laohu8.com/highlight/detail?id=1196667864","media":"老虎资讯综合","summary":"老虎国际对此高度关注，将严格按照监管机构出台的全行业规范要求，稳步推进相关合规工作。当前，老虎国际全球业务运营一切正常，财务状况稳健。","content":"<p style=\"text-align: left;\"><span>大家好，</span></p><p style=\"text-align: left;\"><span>我们注意到，近日市场就相关监管动态出现多种解读，其中涉及我司的个别不实传言，已引发部分关注与误解。特此郑重说明如下：</span></p><p style=\"text-align: left;\"><span>近期有关老虎国际“拒不配合监管”或“硬刚监管”等言论，与事实完全不符。我们对此予以严正澄清。</span></p><p style=\"text-align: left;\"><span>老虎国际始终坚信，合规是经营发展的生命线。我们将一如既往贯彻实施相关法律法规，严格按照中国证监会及相关监管部门的指导进行整改，坚持“合规先行”的发展理念，在所有展业国家和地区均严格遵守适用的法律法规，依法合规开展各项经营工作。</span></p><p style=\"text-align: left;\"><span>目前，老虎国际在各区域业务运营平稳，始终专注于服务当地市场用户，并将持续优化服务体验，切实保障客户权益。</span></p><p style=\"text-align: left;\"><span>我们恳请大家以监管部门及我司官方发布的完整信息为准，避免因片面传播而产生误解。感谢大家一直以来的关注与支持。</span></p><p style=\"text-align: left;\"><strong>附：老虎国际关于近期跨境证券业务监管指引的说明</strong></p><p style=\"text-align: left;\">中国证券监督管理委员会（CSRC）联合八部委发布《关于规范内地投资者跨境证券期货基金经营活动的相关通告》，就行业相关经营活动进一步明确监管要求。老虎国际对此高度关注，将严格按照监管机构出台的全行业规范要求，稳步推进相关合规工作。</p><p style=\"text-align: left;\">作为深耕全球市场的持牌金融机构，合规始终是老虎国际经营发展的首要准则。一直以来，公司持续与各地监管机构保持沟通，并严格按照监管要求推进业务调整与合规整改。2023年以来，公司已全面停止为中国内地身份用户开设账户，同步停止对外广告、营销推广及活动，持续加强账户审核、身份核验及反欺诈管理机制，并将主要精力、资源投入在海外市场的经营活动中。</p><p style=\"text-align: left;\">截至2026年第一季度末，中国内地客户资产占集团全球总资产比例约为10%。与此同时，在国际化及多元化战略推动下，新加坡、香港、美国、澳大利亚、新西兰等海外市场的客户规模及资产规模持续保持稳健增长，国际化发展步伐不断加快。</p><p style=\"text-align: left;\">本次监管指引明确面向所有境外金融机构，针对监管机构提出的最新规范要求，老虎国际将继续严格按照监管指引落实相关工作，并在此过程中全力保障客户资产安全，维护正常的市场服务秩序。需要特别说明的是，客户资金始终与公司运营资金严格隔离，并按照监管要求存放于独立托管银行账户中；客户持有的美股、港股及新加坡股资产，分别由美国存管信托及结算公司（DTCC）、香港中央结算有限公司（HKSCC）及新加坡交易所中央托管私人有限公司（CDP）进行托管。我们将全力保障投资者资产安全与合法权益。</p><p style=\"text-align: left;\">当前，老虎国际全球业务运营一切正常，财务状况稳健。公司也将继续坚持“合规先行”的经营理念，在各国家和地区法律法规框架下，为全球客户提供安全、可靠、优质的金融服务，稳步推进长期可持续发展。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>老虎国际：关于近期舆情的进一步说明</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-23 11:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p style=\"text-align: left;\"><span>大家好，</span></p><p style=\"text-align: left;\"><span>我们注意到，近日市场就相关监管动态出现多种解读，其中涉及我司的个别不实传言，已引发部分关注与误解。特此郑重说明如下：</span></p><p style=\"text-align: left;\"><span>近期有关老虎国际“拒不配合监管”或“硬刚监管”等言论，与事实完全不符。我们对此予以严正澄清。</span></p><p style=\"text-align: left;\"><span>老虎国际始终坚信，合规是经营发展的生命线。我们将一如既往贯彻实施相关法律法规，严格按照中国证监会及相关监管部门的指导进行整改，坚持“合规先行”的发展理念，在所有展业国家和地区均严格遵守适用的法律法规，依法合规开展各项经营工作。</span></p><p style=\"text-align: left;\"><span>目前，老虎国际在各区域业务运营平稳，始终专注于服务当地市场用户，并将持续优化服务体验，切实保障客户权益。</span></p><p style=\"text-align: left;\"><span>我们恳请大家以监管部门及我司官方发布的完整信息为准，避免因片面传播而产生误解。感谢大家一直以来的关注与支持。</span></p><p style=\"text-align: left;\"><strong>附：老虎国际关于近期跨境证券业务监管指引的说明</strong></p><p style=\"text-align: left;\">中国证券监督管理委员会（CSRC）联合八部委发布《关于规范内地投资者跨境证券期货基金经营活动的相关通告》，就行业相关经营活动进一步明确监管要求。老虎国际对此高度关注，将严格按照监管机构出台的全行业规范要求，稳步推进相关合规工作。</p><p style=\"text-align: left;\">作为深耕全球市场的持牌金融机构，合规始终是老虎国际经营发展的首要准则。一直以来，公司持续与各地监管机构保持沟通，并严格按照监管要求推进业务调整与合规整改。2023年以来，公司已全面停止为中国内地身份用户开设账户，同步停止对外广告、营销推广及活动，持续加强账户审核、身份核验及反欺诈管理机制，并将主要精力、资源投入在海外市场的经营活动中。</p><p style=\"text-align: left;\">截至2026年第一季度末，中国内地客户资产占集团全球总资产比例约为10%。与此同时，在国际化及多元化战略推动下，新加坡、香港、美国、澳大利亚、新西兰等海外市场的客户规模及资产规模持续保持稳健增长，国际化发展步伐不断加快。</p><p style=\"text-align: left;\">本次监管指引明确面向所有境外金融机构，针对监管机构提出的最新规范要求，老虎国际将继续严格按照监管指引落实相关工作，并在此过程中全力保障客户资产安全，维护正常的市场服务秩序。需要特别说明的是，客户资金始终与公司运营资金严格隔离，并按照监管要求存放于独立托管银行账户中；客户持有的美股、港股及新加坡股资产，分别由美国存管信托及结算公司（DTCC）、香港中央结算有限公司（HKSCC）及新加坡交易所中央托管私人有限公司（CDP）进行托管。我们将全力保障投资者资产安全与合法权益。</p><p style=\"text-align: left;\">当前，老虎国际全球业务运营一切正常，财务状况稳健。公司也将继续坚持“合规先行”的经营理念，在各国家和地区法律法规框架下，为全球客户提供安全、可靠、优质的金融服务，稳步推进长期可持续发展。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196667864","content_text":"大家好，我们注意到，近日市场就相关监管动态出现多种解读，其中涉及我司的个别不实传言，已引发部分关注与误解。特此郑重说明如下：近期有关老虎国际“拒不配合监管”或“硬刚监管”等言论，与事实完全不符。我们对此予以严正澄清。老虎国际始终坚信，合规是经营发展的生命线。我们将一如既往贯彻实施相关法律法规，严格按照中国证监会及相关监管部门的指导进行整改，坚持“合规先行”的发展理念，在所有展业国家和地区均严格遵守适用的法律法规，依法合规开展各项经营工作。目前，老虎国际在各区域业务运营平稳，始终专注于服务当地市场用户，并将持续优化服务体验，切实保障客户权益。我们恳请大家以监管部门及我司官方发布的完整信息为准，避免因片面传播而产生误解。感谢大家一直以来的关注与支持。附：老虎国际关于近期跨境证券业务监管指引的说明中国证券监督管理委员会（CSRC）联合八部委发布《关于规范内地投资者跨境证券期货基金经营活动的相关通告》，就行业相关经营活动进一步明确监管要求。老虎国际对此高度关注，将严格按照监管机构出台的全行业规范要求，稳步推进相关合规工作。作为深耕全球市场的持牌金融机构，合规始终是老虎国际经营发展的首要准则。一直以来，公司持续与各地监管机构保持沟通，并严格按照监管要求推进业务调整与合规整改。2023年以来，公司已全面停止为中国内地身份用户开设账户，同步停止对外广告、营销推广及活动，持续加强账户审核、身份核验及反欺诈管理机制，并将主要精力、资源投入在海外市场的经营活动中。截至2026年第一季度末，中国内地客户资产占集团全球总资产比例约为10%。与此同时，在国际化及多元化战略推动下，新加坡、香港、美国、澳大利亚、新西兰等海外市场的客户规模及资产规模持续保持稳健增长，国际化发展步伐不断加快。本次监管指引明确面向所有境外金融机构，针对监管机构提出的最新规范要求，老虎国际将继续严格按照监管指引落实相关工作，并在此过程中全力保障客户资产安全，维护正常的市场服务秩序。需要特别说明的是，客户资金始终与公司运营资金严格隔离，并按照监管要求存放于独立托管银行账户中；客户持有的美股、港股及新加坡股资产，分别由美国存管信托及结算公司（DTCC）、香港中央结算有限公司（HKSCC）及新加坡交易所中央托管私人有限公司（CDP）进行托管。我们将全力保障投资者资产安全与合法权益。当前，老虎国际全球业务运营一切正常，财务状况稳健。公司也将继续坚持“合规先行”的经营理念，在各国家和地区法律法规框架下，为全球客户提供安全、可靠、优质的金融服务，稳步推进长期可持续发展。","news_type":1,"symbols_score_info":{"TIGR":2}},"isVote":1,"tweetType":1,"viewCount":1585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563084456466208,"gmtCreate":1778500421152,"gmtModify":1778500423492,"author":{"id":"3565742771032978","authorId":"3565742771032978","name":"Apple星晨","avatar":"https://static.tigerbbs.com/59cee0dc2a18bfbff733c6f450e787de","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565742771032978","idStr":"3565742771032978"},"themes":[],"title":"","htmlText":"<a 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13:52","market":"us","language":"zh","title":"SpaceX拟募资逾750亿美元，IPO市场面临资金饱和考验","url":"https://stock-news.laohu8.com/highlight/detail?id=1170277110","media":"老虎资讯综合","summary":"SpaceX最快将于数日内向美国证交会提交IPO申请文件，市场对其募资规模的揣测已炒得沸沸扬扬。若以去年美国IPO市场总集资额775亿美元计算，SpaceX单一公司的目标已接近去年全美IPO总额。SpaceX并非唯一计划今年上市的大型企业。据悉，人工智能公司Anthropic正探讨最快第四季IPO，投行估计其集资额可达600亿美元；OpenAI的IPO亦在酝酿之中。市场普遍预期，SpaceX的公开财务资料至少还要数月才能曝光，届时才能更准确评估其实际估值及集资规模。","content":"<html><head></head><body><p style=\"text-align: start;\">SpaceX最快将于数日内向美国证交会提交IPO申请文件，市场对其募资规模的揣测已炒得沸沸扬扬。据早前报道，投行人士估计该公司有机会筹集超过750亿美元，这是一个令市场咋舌的数字。若以去年美国IPO市场总集资额775亿美元计算，SpaceX单一公司的目标已接近去年全美IPO总额。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2ea964c3fe35557483dbafb1c4155ce\" title=\"\" tg-width=\"2048\" tg-height=\"1152\"/></p><h3 id=\"id_4204041016\">AI巨头排队上市 市场资金能否承接？</h3><p style=\"text-align: start;\">SpaceX并非唯一计划今年上市的大型企业。据悉，人工智能公司Anthropic正探讨最快第四季IPO，投行估计其集资额可达600亿美元；OpenAI的IPO亦在酝酿之中。在短短12个月内，三间巨头若同时上市，市场是否有足够资金承接，成为一大疑问。</p><p style=\"text-align: start;\">回顾2021年超低息环境下，美股IPO总集资额曾达3160亿美元，惟自2022年利率回升后，市场流动性已大不如前。倘若市况持续波动，至少有一家企业的上市计划可能落空。</p><h3 id=\"id_658031724\">AI企业增长惊人 SpaceX增速相对逊色</h3><p style=\"text-align: start;\">OpenAI及Anthropic受惠于人工智能热潮，增长惊人。据报道，Anthropic今年首两个月的年化销售额已较去年翻倍。</p><p style=\"text-align: start;\">反观SpaceX，其财务表现透明度较低，但路透报道指去年收入约160亿美元，而2022年《华尔街日报》报道其收入仅46亿美元，两年来增长虽快，但相比AI企业的爆炸式增长仍显得温和。这亦意味SpaceX要支撑创办人马斯克将其与xAI合并后订出的1.25万亿美元估值，难度不小。</p><h3 id=\"id_3496365914\">Starlink为收入主力 估值天花板明显</h3><p style=\"text-align: start;\">SpaceX最大收入来源为星链卫星互联网服务，该业务虽具成长性，但本质上属基础设施型，与市场给予AI企业的“超高估值”逻辑并不完全匹配。</p><p style=\"text-align: start;\">尽管马斯克在散户投资者中号召力巨大，任何事均有可能，但最终SpaceX能否以理想估值及集资额成功上市，仍取决于其财务报表披露后的真实数据。</p><h3 id=\"id_2500124584\">投行推波助澜 上市前估值恐难作准</h3><p style=\"text-align: start;\">投行在上市前通常会刻意营造热烈气氛，以推高定价，惟市况及投资者反应往往存在变数。市场普遍预期，SpaceX的公开财务资料至少还要数月才能曝光，届时才能更准确评估其实际估值及集资规模。在此之前，市场炒作的热度与现实之间，可能仍有一段距离。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SpaceX拟募资逾750亿美元，IPO市场面临资金饱和考验</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpaceX拟募资逾750亿美元，IPO市场面临资金饱和考验\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-30 13:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">SpaceX最快将于数日内向美国证交会提交IPO申请文件，市场对其募资规模的揣测已炒得沸沸扬扬。据早前报道，投行人士估计该公司有机会筹集超过750亿美元，这是一个令市场咋舌的数字。若以去年美国IPO市场总集资额775亿美元计算，SpaceX单一公司的目标已接近去年全美IPO总额。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2ea964c3fe35557483dbafb1c4155ce\" title=\"\" tg-width=\"2048\" tg-height=\"1152\"/></p><h3 id=\"id_4204041016\">AI巨头排队上市 市场资金能否承接？</h3><p style=\"text-align: start;\">SpaceX并非唯一计划今年上市的大型企业。据悉，人工智能公司Anthropic正探讨最快第四季IPO，投行估计其集资额可达600亿美元；OpenAI的IPO亦在酝酿之中。在短短12个月内，三间巨头若同时上市，市场是否有足够资金承接，成为一大疑问。</p><p style=\"text-align: start;\">回顾2021年超低息环境下，美股IPO总集资额曾达3160亿美元，惟自2022年利率回升后，市场流动性已大不如前。倘若市况持续波动，至少有一家企业的上市计划可能落空。</p><h3 id=\"id_658031724\">AI企业增长惊人 SpaceX增速相对逊色</h3><p style=\"text-align: start;\">OpenAI及Anthropic受惠于人工智能热潮，增长惊人。据报道，Anthropic今年首两个月的年化销售额已较去年翻倍。</p><p style=\"text-align: start;\">反观SpaceX，其财务表现透明度较低，但路透报道指去年收入约160亿美元，而2022年《华尔街日报》报道其收入仅46亿美元，两年来增长虽快，但相比AI企业的爆炸式增长仍显得温和。这亦意味SpaceX要支撑创办人马斯克将其与xAI合并后订出的1.25万亿美元估值，难度不小。</p><h3 id=\"id_3496365914\">Starlink为收入主力 估值天花板明显</h3><p style=\"text-align: start;\">SpaceX最大收入来源为星链卫星互联网服务，该业务虽具成长性，但本质上属基础设施型，与市场给予AI企业的“超高估值”逻辑并不完全匹配。</p><p style=\"text-align: start;\">尽管马斯克在散户投资者中号召力巨大，任何事均有可能，但最终SpaceX能否以理想估值及集资额成功上市，仍取决于其财务报表披露后的真实数据。</p><h3 id=\"id_2500124584\">投行推波助澜 上市前估值恐难作准</h3><p style=\"text-align: start;\">投行在上市前通常会刻意营造热烈气氛，以推高定价，惟市况及投资者反应往往存在变数。市场普遍预期，SpaceX的公开财务资料至少还要数月才能曝光，届时才能更准确评估其实际估值及集资规模。在此之前，市场炒作的热度与现实之间，可能仍有一段距离。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170277110","content_text":"SpaceX最快将于数日内向美国证交会提交IPO申请文件，市场对其募资规模的揣测已炒得沸沸扬扬。据早前报道，投行人士估计该公司有机会筹集超过750亿美元，这是一个令市场咋舌的数字。若以去年美国IPO市场总集资额775亿美元计算，SpaceX单一公司的目标已接近去年全美IPO总额。AI巨头排队上市 市场资金能否承接？SpaceX并非唯一计划今年上市的大型企业。据悉，人工智能公司Anthropic正探讨最快第四季IPO，投行估计其集资额可达600亿美元；OpenAI的IPO亦在酝酿之中。在短短12个月内，三间巨头若同时上市，市场是否有足够资金承接，成为一大疑问。回顾2021年超低息环境下，美股IPO总集资额曾达3160亿美元，惟自2022年利率回升后，市场流动性已大不如前。倘若市况持续波动，至少有一家企业的上市计划可能落空。AI企业增长惊人 SpaceX增速相对逊色OpenAI及Anthropic受惠于人工智能热潮，增长惊人。据报道，Anthropic今年首两个月的年化销售额已较去年翻倍。反观SpaceX，其财务表现透明度较低，但路透报道指去年收入约160亿美元，而2022年《华尔街日报》报道其收入仅46亿美元，两年来增长虽快，但相比AI企业的爆炸式增长仍显得温和。这亦意味SpaceX要支撑创办人马斯克将其与xAI合并后订出的1.25万亿美元估值，难度不小。Starlink为收入主力 估值天花板明显SpaceX最大收入来源为星链卫星互联网服务，该业务虽具成长性，但本质上属基础设施型，与市场给予AI企业的“超高估值”逻辑并不完全匹配。尽管马斯克在散户投资者中号召力巨大，任何事均有可能，但最终SpaceX能否以理想估值及集资额成功上市，仍取决于其财务报表披露后的真实数据。投行推波助澜 上市前估值恐难作准投行在上市前通常会刻意营造热烈气氛，以推高定价，惟市况及投资者反应往往存在变数。市场普遍预期，SpaceX的公开财务资料至少还要数月才能曝光，届时才能更准确评估其实际估值及集资规模。在此之前，市场炒作的热度与现实之间，可能仍有一段距离。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":2128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":237721239216440,"gmtCreate":1699070295608,"gmtModify":1699070296922,"author":{"id":"3565742771032978","authorId":"3565742771032978","name":"Apple星晨","avatar":"https://static.tigerbbs.com/59cee0dc2a18bfbff733c6f450e787de","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565742771032978","authorIdStr":"3565742771032978"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>苹果🍎的研发尽头即将来临，而且在布局上，就出现很多问题，居然去印度制造来卖给中国，然后中国制造卖往欧洲。这是什么逻辑。包括技术上没有过多的创新，就此熄火很正常了。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>苹果🍎的研发尽头即将来临，而且在布局上，就出现很多问题，居然去印度制造来卖给中国，然后中国制造卖往欧洲。这是什么逻辑。包括技术上没有过多的创新，就此熄火很正常了。","text":"$苹果(AAPL)$ 苹果🍎的研发尽头即将来临，而且在布局上，就出现很多问题，居然去印度制造来卖给中国，然后中国制造卖往欧洲。这是什么逻辑。包括技术上没有过多的创新，就此熄火很正常了。","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":3,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/237721239216440","isVote":1,"tweetType":1,"viewCount":5349,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000619","authorId":"9000000000000619","name":"灌饼高手00","avatar":"https://static.tigerbbs.com/9f649536eb646f48146c16b7080d53da","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000619","authorIdStr":"9000000000000619"},"content":"所以你敢进去做空一下苹果吗?","text":"所以你敢进去做空一下苹果吗?","html":"所以你敢进去做空一下苹果吗?"},{"author":{"id":"9000000000000633","authorId":"9000000000000633","name":"梅川洼子","avatar":"https://static.tigerbbs.com/efcc68c43d8beb98df1558b5d44394d9","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000633","authorIdStr":"9000000000000633"},"content":"准备买点苹果的股票，你怎么会这么判断人家","text":"准备买点苹果的股票，你怎么会这么判断人家","html":"准备买点苹果的股票，你怎么会这么判断人家"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316619332440248,"gmtCreate":1718327301214,"gmtModify":1718329894521,"author":{"id":"3565742771032978","authorId":"3565742771032978","name":"Apple星晨","avatar":"https://static.tigerbbs.com/59cee0dc2a18bfbff733c6f450e787de","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565742771032978","authorIdStr":"3565742771032978"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 之前操作犯傻了，还好是模拟。及时更改还有机会。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 之前操作犯傻了，还好是模拟。及时更改还有机会。","text":"$英伟达(NVDA)$ 之前操作犯傻了，还好是模拟。及时更改还有机会。","images":[{"img":"https://static.tigerbbs.com/f0de474efa7f0339b14d115d3c09e695","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/316619332440248","isVote":1,"tweetType":1,"viewCount":1754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":400486176456872,"gmtCreate":1738801442370,"gmtModify":1738801443757,"author":{"id":"3565742771032978","authorId":"3565742771032978","name":"Apple星晨","avatar":"https://static.tigerbbs.com/59cee0dc2a18bfbff733c6f450e787de","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565742771032978","authorIdStr":"3565742771032978"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 成本在170～180比较合适","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 成本在170～180比较合适","text":"$特斯拉(TSLA)$ 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