摩根士丹利上调SpaceX长期价值判断，航天港计划提升长期价值

Odaily News – Morgan Stanley stated that as SpaceX advances its $100 billion spaceport project in Louisiana, the company's current valuation remains attractive, and its long-term growth potential is strengthening. Analysts believe that SpaceX's continued expansion of its global space infrastructure footprint—including launch capabilities, satellite internet operations, and commercial space services—is expected to further enhance the company's strategic value.

Previously, SpaceX disclosed plans to build a large-scale space infrastructure project in Louisiana, with an estimated investment of $100 billion. The project is seen as a key move to expand the company's capabilities in rocket launches, satellite deployment, and related commercial services. Morgan Stanley noted that although SpaceX is not yet publicly listed, the company's asset value could be further unlocked as demand for the space economy, satellite communications, and AI infrastructure grows. Investors continue to monitor its future funding rounds, listing plans, and business expansion progress. (CNBC)