I don’t think SpaceX is priced into GOOG yet

来源: jliu6667 于 2025-12-12 13:35:34 [] [旧帖] [给我悄悄话] 阅读数 : (364 bytes)
回答: Google 投资SPACEX 的10年巨大回报， 由 NewLeaf2021 于 2025-12-12 12:46:09

Alphabet reported about $8 billion in unrealized gains from its SpaceX investment in Q1 2025, which is nowhere close to the roughly $112 billion value(Alphabet’s estimated 7.5% stake) implied by a $1.5 trillion SpaceX IPO. This gap suggests that analysts aren’t fully pricing private-company valuations like SpaceX into Alphabet’s stock.

所有跟帖： 

• Then the gap is too big and too obvious. Does not seem right -QQQ2074- ♂ 给 QQQ2074 发送悄悄话 (0 bytes) () 12/12/2025 postreply 17:27:48

• It is because SpaceX's valuation has increased dramatically -jliu6667- ♂ 给 jliu6667 发送悄悄话 (393 bytes) () 12/12/2025 postreply 17:59:52

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