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隼先生怎麼說#EP251｜南瓜馬車時刻!? SpaceX IPO蜜月行情提前與估值消泡!?
Saturday, 11 April, 2026

1:30 SpaceX IPO已提交文件，時程應落在6月底 2:30 Terafab的本質是為了IPO鋪路，而且不現實 6:00 Terafab的目標產能規模1000GW，光這點就… 9:10 證偽:提出5大疑點，電力、工程人員、設備、資金與技術 14:00 目的是綑綁旗下各公司，並暗示算力需求很大(大吹特吹) 17:05 SpaceX IPO對Tesla估值有害，因為馬斯克溢價獨占地位消失 20:00 新創獨角獸IPO蜜月行情，常常衝高數倍後再大幅校正回歸 23:40 SpaceX IPO蜜月行情認為有，但已經提前大幅發酵了 25:19 VCX涵蓋御三家:SpaceX、OpenAI、Anthropic，同個劇本 26:50 台灣的太空衛星網通概念股，你是順勢作價差而不是投資 28:20 此產業不是發展初期，營收公布年增率落在15%/30~40% 30:00 我認為是南瓜馬車時刻 相關文章連結: https://www.big-econ.com/index.php?sec=article&ID=4073 -- Hosting provided by SoundOn

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