qinbafrank|6月 16, 2026 00:54
What do you think about the safety period and space economy sector mentioned before SpaceX's IPO surge? Spcx surged last night, with a market value exceeding $2.5 trillion. Previously, on June 1st, https://(x.com)/qinbank/status/2061389019414696005? S=46&t=k6rimWs Ebo2D2TXolYcM-A: The two months after SpaceX's listing is a safe period, and the inclusion of low liquidity and index can lead to a wave of market trends. The business expectations are also very good, which can be considered confirmed. I've been thinking about revising the safety period these past few days:
1) The period before and after entering the index on July 7th is a safe period;
2) Retail investors who participated in the IPO in mid July can sell without punishment. Last week, we talked about https://(x.com)/qinbufark/status/2065423706193825939? S=46&t=k6rimWSEbo2D2TXolYcM-A Now all IPO subscription brokerage platforms have set a rollover period, and retail investors who sell within 30 days will be subject to punishment measures.
3) Try to maintain the stock price above 30% of the IPO price before the Q2 financial report at the end of July to achieve performance, and unlock an additional 10% share for the first time.
As for the recent space economy sector, my personal opinion is:
1) The success of SpaceX, as discussed last Saturday, is a long-term benefit for the entire ecosystem (cheaper launches, more satellites launched, and increased demand).
2) Although SPCX experienced a significant drop in the overall space economy board on the day of its IPO last Friday, from a different perspective, SpaceX's increasing market value has actually opened up the ceiling of the entire industry's market value and imagination.
3) Outside of SpaceX, companies in the space economy sector with real orders, clear paths, and strong execution capabilities should also be driven in the short term and continue to differentiate and outperform in the long term.
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