#SpaceX上市及机构持仓动态

A reminder to everyone who has taken a short position against SpaceX: remember what happened with Tesla. Tesla went public in 2010 at $17 per share, equal to about $1.13 after its 5-for-1 and 3-for-1 stock splits. At $380.84 today, Tesla has gained roughly 33,500% since its IPO. A $10,000 investment would now be worth approximately $3.36 million. Meanwhile, Tesla short sellers had accumulated around $64.5 billion in mark-to-market losses since the IPO as of March 2025. In 2020 alone, they lost over $40 billion. It’s never a good idea to bet against @elonmusk

🚨 UPDATE: Elon Musk denies the report that SpaceX placed a $52 billion order for Nvidia GB300 GPUs, calling it "fake news." https://t.co/d25UMrHY2l

SpaceX wins $1.6 billion U.S. Space Force order. 🇺🇸 • 18 Falcon 9 launches through 2027. • Will carry Pentagon satellites to detect and target airborne objects. • SpaceX has secured at least $7B in Pentagon deals this year. https://t.co/5hJV7LozQZ

NEWS: Morgan Stanley just initiated coverage on SpaceX with an Overweight rating, meaning it expects SpaceX to outperform most investments on Wall Street. The bank sees 90% upside and believes SpaceX could generate over $3.3 trillion in annual revenue by 2040. https://t.co/mrOyAez5Ve

SpaceX officially joins the Nasdaq-100 Tuesday, July 7. Index funds like QQQ are forced to buy billions in shares to match the index. JPMorgan estimates around $4.3 billion in passive inflows hitting at Monday’s close. The twist? Even at a ~$2.1T valuation, only ~4-5% of shares are in the public float. Because of Nasdaq’s free-float rules, SpaceX gets weighted as if it’s roughly a $300B company, entering the index with just ~1% weight. Real forced buying into a tiny float or mostly overhyped?