英文Gary Black发布 2026/07/08 15:58· 入库 2026/7/9 00:00:38· Gary Black (@garyblack00)
知名投资者Jeremy Grantham称SpaceX是“人类史上最疯狂IPO”
原标题：Famed investor Jeremy Grantham says history will end up laughing at $SPCX, the ‘…
精华摘要
知名投资者Jeremy Grantham近日公开批评SpaceX，称其是“人类史上最疯狂的IPO”，并认为历史最终会嘲笑这家公司。Grantham对SpaceX“实现多行星生活”的目标不以为然，认为其招股说明书在未来投资者眼中将显得可笑。尽管Grantham持怀疑态度，华尔街对SpaceX的估值存在分歧，部分分析师设定了较高的目标价。
该事件与电动汽车行业关联度较低，但反映了市场对高风险科技公司IPO的争议态度。Grantham作为长期价值投资者，其观点可能影响部分投资者对类似高估值、高愿景公司的看法。对于EV行业而言，SpaceX的估值争议或间接影响市场对特斯拉等科技型车企的估值逻辑，但直接关联有限。
原文摘要
Famed investor Jeremy Grantham says history will end up laughing at $SPCX, the ‘craziest IPO in the history of man’ that just joined the Nasdaq 100 Summary by Bloomberg AI ▪Jeremy Grantham says history will end up laughing at SpaceX, calling it the "craziest IPO in the history of man". ▪Grantham is unimpressed by SpaceX's goal to "build the systems and technologies necessary to make life multiplanetary" and thinks its prospectus will be laughable to investors of the future. ▪Despite Grantham's skepticism, Wall Street is split on how high SpaceX can fly, with some analysts setting price target