前NasdawCEO：SpaceX最大的成败测试
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送交者: new3T 于 2026-06-30 04:51:19
回答: 这个俄裔哈佛教授分析俄乌局势非常靠谱，值得一听 由 于 2026-06-30 04:47:24
Former Nasdaq CEO reveals SpaceX biggest make-or-break test
SPCX index inclusion in the Nasdaq is coming. So is $800 billion in unlocked shares. Here’s which one matters more to former CEO Robert Greifeld.
Jun 28, 2026
“The dominant factor here is you have $800 billion of locked-up shares that will become unlocked between now and the end of October. A lot of these shares were early investors. Whether they’re getting a 10x return or an 11x return, they’re going to be relatively price-insensitive. Their main issue, after waiting a long time, some of them over a decade, is liquidity.”
My read of that framing is that index fund buying provides a floor, but $800 billion in unlocked shares held by decade-long investors who have already won spectacularly is a ceiling that the market’s incremental demand from passive funds cannot easily offset.
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