SpaceX一周蒸发6000亿，8月解禁才是真正地雷
# SpaceX一周蒸发6000亿，8月解禁才是真正地雷 SpaceX上市第一周，市值蒸发超过6000亿美元。这不是正常的IPO回调——这是全球最贵新股的一场信仰危机。
本期概要
前SEC主席公开警告
完整解读
上方视频是 T哥 对这期的完整拆解。在 YouTube 上观看 →
这期读了哪些新闻
Betting Against Starlink - What SpaceX's Record Listing Means For Europe's Sovereign Satellite Players
SpaceX在纳斯达克上市首日市值突破2万亿美元，对欧洲主权卫星运营商构成竞争压力，可能影响相关卫星通信板块的市场份额预期。
Rocket Lab: SpaceX Halo Effect
SpaceX IPO预期可能对Rocket Lab产生竞争压力，导致RKLB面临抛售风险，市场情绪转变对小型航天股不利。
Market Brief: SpaceX's -35% One-Week Erased More Wealth Than Most Billionaires Ever Built
SpaceX私募股票一周内暴跌35%，市值蒸发逾6000亿美元，但此事件对公开上市的Mag7科技股直接影响有限。
SpaceX Launches Secretive Disc-Shaped Starfall Capsule For Transporting 'Goods Through Space'
SpaceX成功发射Starfall货运舱测试任务，展示其在太空货运领域的技术拓展能力，有助于提升商业价值。
Elon Musk's SpaceX Just Made Another Massive Fundraising Move After Its $86 Billion IPO Windfall
SpaceX在860亿美元IPO后再度通过无担保票据融资250亿美元，规模庞大但投资者对高估值存有顾虑。
Elon Musk Says Starlink Is Coming To American Airlines 'Next Year' In Major Push To Upgrade In-Flight Internet
马斯克确认Starlink与美国航空达成协议，将为500余架窄体客机提供机载Wi-Fi，进一步扩大Starlink商业应用场景。
Gary Gensler Foresees A 'Great Rebalancing' Once SpaceX Lockup Ends In August And Early Backers Take Profit
前SEC主席盖里·根斯勒预警SpaceX锁定期8月到期后早期投资者可能大规模套现，或引发市场再平衡压力。
Debunking The Bulls' Main Arguments On AI
分析师将AI/半导体股票（包括英伟达）与互联网泡沫相比，认为该板块估值过高，可能对NVDA等AI相关股票产生负面情绪影响。
这期推进了哪些主线
SpaceX内部人员锁定期2027年6月到期，市场供应压力引发关注
Former SEC Chair Gary Gensler has weighed in on SpaceX lockup expiry dynamics, specifically flagging August as a key date when early backers may take profits, adding a high-profile regulatory voice and a concrete near-term timeline to the existing lockup expiry concern thread.
[重点解析]The podcast discussed the upcoming expiration of SpaceX insider lockup periods, with June 2027 flagged as a key date when early backers and insiders may begin selling shares, potentially creating significant supply pressure on the market. Former SEC Chair Gary Gensler was cited as highlighting August as a particularly critical near-term window for profit-taking, drawing comparisons to lockup expiry dynamics seen at Meta, Uber, and Rivian.
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