SpaceX 1 trillion 7,500 billion dollars, the space theme gains momentum
With the expansion of artificial intelligence (AI) infrastructure and a restructuring of the security industry, the space sector is being cited as the next investment theme. SpaceX’s expected valuation at listing was estimated to exceed 1 trillion 7,500 billion dollars.
19Securities industry insiders said the space sector is emerging as the next-generation investment theme amid the expansion of artificial intelligence (AI) infrastructure and the restructuring of the security industry. The main areas are space data centers, satellite communications, and space defense. The theme was mentioned in connection with a search for new growth themes following Nvidia.
SpaceX’s expected valuation in its initial public offering (IPO) was estimated to exceed 1 trillion 7,500 billion dollars. It was also suggested that inclusion in major indices after listing could coincide with inflows into space-themed exchange-traded funds (ETFs). In that case, the valuation levels of space-related stocks relative to their earnings could rise.
Space data centers were also mentioned. This is because demand for data processing is increasing as the AI industry grows. It was said that terrestrial data centers face limitations including power shortages, permitting delays, and rising costs.
SpaceX’s space data center 10Cumulative costs were also presented for analysis. The disclosed content identified cost comparisons for space data centers as a key point of discussion. Space data centers were discussed as a field that could address the limitations of conventional ground-based data centers.
Satellite communications were also presented as one component of this space theme. Space defense was mentioned alongside the restructuring of the security industry. The investment theme was described as combining private-sector space businesses with defense demand.
For domestic investors, the fund flows of related theme exchange-traded funds and space-related stocks were discussed together. As the possibility of inclusion in major indices after listing was mentioned, movements in index-tracking funds were also included in the outlook. This outlook was presented in light of the possibility of a shift in the industry cycle, rather than in response to a specific earnings announcement.
Sources: 파이낸셜뉴스 증권
Bullstory synthesized this report from the linked sources. AI may have assisted the writing process. Check the original reports for factual confirmation.