IPO市场,未达预期...SpaceX上市引关注

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未来的IPO市场与预期背道而驰。自年初以来,建筑技术、航天技术、生物科技领域的企业持续进入市场,但SaaS企业却并不显眼。根据Crunchbase的数据,今年在主要证券交易所上市的美国企业共筹集了30亿美元(约4.32万亿韩元)。虽然这是仅头两个月的业绩,表现突出,但相较于2021年达到顶点的市场,水平仍然较低。

值得关注的上市企业包括建筑设备租赁服务提供商EquipmentShare,该公司筹集了超过7亿美元,市场估值达到70亿美元。此外,航天技术企业York Space Systems的股价虽较初期有所下跌,但近期估值达到34亿美元。

然而,传统上主导IPO的SaaS企业目前在市场中难觅踪影。去年风光无限的Figma和Navan目前价值已大幅缩水,由黑石集团投资的Liftoff近期撤回了上市计划。

总体而言,IPO市场正同时面临着对AI引发变革的警惕以及市场的巨大期待。特别是SpaceX估值达到1.25万亿美元,并有望于今年内上市的消息备受关注。此类大型IPO的出现,与数量有限的实际上市企业相结合,可能会引发市场的两极分化。

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