---
title: "斯卡拉穆奇警告稱，SpaceX 和人工智能大型 IPO 可能標誌着市場達到頂峯"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/287554077.md"
description: "斯卡拉穆奇警告稱，包括 SpaceX 和人工智能公司在內的即將到來的 IPO 潮可能預示着市場的頂峯，指出流動性枯竭和估值膨脹的風險。美銀的哈特內特警告稱，這些 IPO 可能會將科技股的市場份額提升到歷史泡沫高峰之上。此外，審計師對 SpaceX 的關聯方債務交易表示擔憂，質疑其在 IPO 前的財務透明度"
datetime: "2026-05-25T22:41:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287554077.md)
  - [en](https://longbridge.com/en/news/287554077.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287554077.md)
---

# 斯卡拉穆奇警告稱，SpaceX 和人工智能大型 IPO 可能標誌着市場達到頂峯

Market top fears: Scaramucci likens the upcoming IPO wave to past symbolic peaks, warning of potential liquidity drains and overextended valuations. Concentration warning: BofA’s Hartnett says adding these IPOs could push tech’s market share beyond every major bubble peak of the past century. Governance red flags: Auditors flagged SpaceX’s related-party debt deals, raising concerns about financial transparency ahead of its record-setting IPO.

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## 相關資訊與研究

- [SpaceX 史詩級 IPO 來了 散户首日如何上車？](https://longbridge.com/zh-HK/news/287281755.md)
- [SpaceX 上市丨馬斯克勢成全球首位 身家突破 1 萬億美元富豪](https://longbridge.com/zh-HK/news/287148554.md)
- [美銀警告:SpaceX 超級 IPO 或令市場集中度超越泡沫時期](https://longbridge.com/zh-HK/news/287397680.md)
- [SpaceX 啟動 IPO 馬斯克擬打造逾兆美元級太空巨擘](https://longbridge.com/zh-HK/news/287146738.md)
- [【外圍經濟】SpaceX 取消在德州「星艦」V3 號發射任務，今日將再次嘗試](https://longbridge.com/zh-HK/news/287294153.md)