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美股
Lead report
SpaceX IPO Raises Record $85.7 Billion After Greenshoe, Becomes Largest US Listing Ever
SpaceX's IPO total reached $85.7 billion after exercising the greenshoe option, surpassing Alibaba and Meta to become the largest IPO in US stock history. Starlink and Starship plans drive valuation surge, bringing commercial space into mainstream capital.
美股
BNP Paribas: SpaceX's Wireless Ambitions Overhyped as Threat to Telcos; U.S. Telecom Stocks Remain Stable
A BNP Paribas report argues that SpaceX's Starlink satellite communications face significant technical, business model, and regulatory hurdles, making the threat to traditional telecom operators lower than expected. The bank maintains 'overweight' ratings on Verizon and AT&T.
美股
SpaceX Valuation Battle: Record IPO Deepens Market Divide
SpaceX's record-breaking IPO pushes its valuation near $300 billion, sparking a fierce debate between bulls betting on Starlink and rocket tech and bears warning of valuation bubbles and profit uncertainty.
