雪球|xueqiu|6月 15, 2026 14:31
Key data for SPCX IPO:
IPO issue price: $135
• Basic fundraising scale: 75 billion US dollars
Total fundraising after over allotment (green shoes): 85.7 billion US dollars
The current circulating inventory is only about 4% -5%
Unlocking rules that require special attention (for the next 3 months)
According to the prospectus disclosure:
After the first financial report (expected by the end of July August), up to 20% of the shares can be sold
Starting from late August, we will enter the phase of batch unlocking
Unlock approximately 28% after the second financial report in November
The 180 day lock up period ends on December, and most of the shares enter circulation
When will Musk unlock it?
This is the most crucial thing.
Musk holds approximately 42% of the shares and has been individually locked for 366 days.
in other words:
Musk himself will not be able to sell stocks until June 2027 at the earliest.
Also, pay attention to the first financial report in August and the release agreement when the price rises by 30%, which is 175.5.
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