SpaceX上市后首份财报将至，市场关注星链增长与1.5万亿美元估值支撑

Odaily Planet Daily News: SpaceX will release its first financial report since its IPO after the US stock market closes on Tuesday. The market will focus on the operational performance of its Starlink, Starship, and artificial intelligence businesses, and assess whether its approximately $1.5 trillion valuation is supported.

Since its first trading day in June, SpaceX's stock price has continued to pull back. As of Monday's close, it stood at $114.53, down about 15% from its IPO price of $135, and nearly 50% below its June high. The company's market capitalization has shrunk by more than $500 billion.

Analysts say investors' focus is not on single-quarter profits, but on Starlink user growth, AI infrastructure business expansion, and Starship progress. Among these, Starlink is seen as the company's main source of revenue growth at present, with the company expecting second-quarter revenue of approximately $6.9 billion. Meanwhile, SpaceX's AI business generated $818 million in revenue in the first three months of this year, and the market will watch how it integrates with xAI, data centers, and computing power operations.

In addition, SpaceX will also see its post-IPO lockup expiration this week, with more than 911 million shares becoming tradable, involving a market value of approximately $100 billion. The market is monitoring potential selling pressure. (Jin Shi)