<p>摩根大通正深入参与 SpaceX 的 IPO 故事，推动的规模显示出投资者需求可能已经在增长。首席执行官杰米·戴蒙计划在本周与数千名高净值客户进行现场互动讨论，地点在摩根大通的总部。他将与摩根大通资产和财富管理部门负责人玛丽·卡拉汉·埃尔多斯、SpaceX 总裁格温·肖特韦尔和首席财务官布雷特·约翰森共同出席，邀请函由彭博社看到。</p>
<p>这并不是一次普通的 IPO 热身。预计讨论将通过直播在 26 个州的约 90 个摩根大通地点进行，预计将有超过 2500 名客户参加。SpaceX，正式名称为太空探索技术公司，计划在本月晚些时候上市时目标估值约为 1.8 万亿美元，彭博社报道。这种数字可能解释了为什么华尔街将此次发行视为对富裕和散户投资者需求的重大考验，尤其是随着围绕 SpaceX 的炒作帮助复兴了 IPO 活动，而 OpenAI 和 Anthropic 也在准备上市。</p>
<p>摩根大通的角色也引人注目，因为该银行与埃隆·马斯克并不总是友好。摩根大通在 2021 年因与马斯克短暂尝试将电动车制造商特斯拉私有化相关的股票认购权交易起诉特斯拉，而特斯拉随后反诉。双方在 2024 年 11 月同意撤回诉讼，戴蒙后来开玩笑说他和马斯克已经和解，称他为我们的爱因斯坦，并表示摩根大通将对马斯克及其公司提供帮助。高盛上个月被选为 SpaceX 上市的主承销商，与摩根士丹利一起，摩根大通、美银、花旗以及总共 23 家银行参与了该交易。</p>

上市才两天，SpaceX（$SPCX）就靠史上最大 IPO 的热度狂飙，把估值一路推破 2.5 万亿美元、市值直逼亚马逊。没坐上火箭的眼红，坐上的纠结要不要落袋——现在追，是上车还是接盘？

<p>上市才两天，SpaceX（$SPCX）就靠史上最大 IPO 的热度狂飙，把估值一路推破 2.5 万亿美元、市值直逼亚马逊。没坐上火箭的眼红，坐上的纠结要不要落袋——现在追，是上车还是接盘？</p>

SpaceX 市值直逼亚马逊！泡沫还是星辰大海？

SpaceX 上市次日续涨，单日再涨约 20% 收 192.50 美元，市值突破 2.5 万亿美元、盘后逼近 200 美元，稳坐史上最大 IPO（募资约 750 亿美元、超额配售全行使）。手握星链加可回收火箭确实是全新故事，但流通盘仅约 4%、估值已跻身全球前列，有分析师称需营收数十倍增长才撑得起。星辰大海，还是薄流通撑出来的泡沫，这波还追得上吗？

<p>SpaceX 上市次日续涨，单日再涨约 20% 收 192.50 美元，市值突破 2.5 万亿美元、盘后逼近 200 美元，稳坐史上最大 IPO（募资约 750 亿美元、超额配售全行使）。手握星链加可回收火箭确实是全新故事，但流通盘仅约 4%、估值已跻身全球前列，有分析师称需营收数十倍增长才撑得起。星辰大海，还是薄流通撑出来的泡沫，这波还追得上吗？</p>

SpaceX 次日破 $2.5T：泡沫还是星辰大海？

SPCX

摩根大通

高盛

摩根士丹利

<p>摩根大通正在动员超过 2500 名高净值客户，举行关于 SpaceX 即将进行的 1.8 万亿美元首次公开募股的重要讨论。首席执行官杰米·戴蒙将与 SpaceX 高管一起回应投资者的需求。此次活动突显了市场对该上市的重大兴趣，摩根大通与高盛和摩根士丹利一起成为关键顾问，尽管该银行与埃隆·马斯克之间曾存在过紧张关系</p>

<p>JPMorgan Chase  is stepping deeper into the SpaceX IPO story, and the scale of the push shows how much investor demand could already be building. CEO Jamie Dimon plans to speak with thousands of the bank's high-net-worth clients this week in a live interactive discussion from JPMorgan's headquarters. He will be joined by Mary Callahan Erdoes, the head of JPMorgan's asset and wealth management division, along with SpaceX President Gwynne Shotwell and CFO Bret Johnsen, according to invitations seen by Bloomberg.</p>
<div class="lb-trans"><p>摩根大通正深入参与 SpaceX 的 IPO 故事，推动的规模显示出投资者需求可能已经在增长。首席执行官杰米·戴蒙计划在本周与数千名高净值客户进行现场互动讨论，地点在摩根大通的总部。他将与摩根大通资产和财富管理部门负责人玛丽·卡拉汉·埃尔多斯、SpaceX 总裁格温·肖特韦尔和首席财务官布雷特·约翰森共同出席，邀请函由彭博社看到。</p>
</div><p>This is not a normal IPO warm-up. The discussion is expected to be simulcast to about 90 JPMorgan locations across 26 states, with more than 2,500 clients expected to attend. SpaceX, formally known as Space Exploration Technologies Corp., is targeting a valuation of about $1.8 trillion when it goes public later this month, Bloomberg has reported. That kind of number could explain why Wall Street is treating the offering as a major test of demand from wealthy and retail investors, especially as hype around SpaceX has helped revive IPO activity and as OpenAI and Anthropic also prepare to go public.</p>
<div class="lb-trans"><p>这并不是一次普通的 IPO 热身。预计讨论将通过直播在 26 个州的约 90 个摩根大通地点进行，预计将有超过 2500 名客户参加。SpaceX，正式名称为太空探索技术公司，计划在本月晚些时候上市时目标估值约为 1.8 万亿美元，彭博社报道。这种数字可能解释了为什么华尔街将此次发行视为对富裕和散户投资者需求的重大考验，尤其是随着围绕 SpaceX 的炒作帮助复兴了 IPO 活动，而 OpenAI 和 Anthropic 也在准备上市。</p>
</div><p>The JPMorgan role is also striking because the bank and Elon Musk have not always been on friendly terms. JPMorgan sued Tesla  in 2021 over stock-warrant transactions tied to Musk's short-lived attempt to take the EV maker private, while Tesla later countersued. Both sides agreed to drop the litigation in November 2024, and Dimon later joked that he and Musk had hugged it out, calling him our Einstein and saying JPMorgan would be helpful to Musk and his companies going forward. Goldman Sachs was selected last month as lead bank for the SpaceX listing alongside Morgan Stanley, with JPMorgan, Bank of America, Citigroup, and 23 banks overall working on the deal.</p>
<div class="lb-trans"><p>摩根大通的角色也引人注目，因为该银行与埃隆·马斯克并不总是友好。摩根大通在 2021 年因与马斯克短暂尝试将电动车制造商特斯拉私有化相关的股票认购权交易起诉特斯拉，而特斯拉随后反诉。双方在 2024 年 11 月同意撤回诉讼，戴蒙后来开玩笑说他和马斯克已经和解，称他为我们的爱因斯坦，并表示摩根大通将对马斯克及其公司提供帮助。高盛上个月被选为 SpaceX 上市的主承销商，与摩根士丹利一起，摩根大通、美银、花旗以及总共 23 家银行参与了该交易。</p>
</div>

JPMorgan Mobilizes 2,500 Clients Ahead Of $1.8 Trillion SpaceX IPO

GuruFocus

SpaceX

OpenAI

特斯拉

美国银行

花旗

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

GS Hldg R

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

CITIGROUP INC 6.250 NON CUM SER II PFD WI

摩根大通在 SpaceX 价值 1.8 万亿美元的首次公开募股之前动员了 2500 名客户