The denial of accelerated S&P 500 entry for SpaceX comes just days after Morningstar analysts described SpaceX as having been 'significantly overvalued' in the lead-up to its IPO. The investment research firm valued SpaceX at $780 billion—less than half of SpaceX's $1.75 trillion IPO goal—primarily based on the strengths of SpaceX's Starlink satellite service and rocket launch business.
大多数人可能认为SpaceX的IPO估值反映了其真实价值,但作者引用分析师观点认为其被'显著高估',这挑战了市场对科技巨头估值的主流认知。这暗示市场可能存在非理性繁荣,特别是对于那些同时涉足多个热门领域(太空和AI)的公司。