Agency: SpaceX's valuation does not reflect the overall health of the AI sector

格隆汇2026/06/18 04:23

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Gelonghui, June 18｜Dan Taylor of Man Group commented that SpaceX's valuation does not reflect the overall health of the AI sector. The rocket company's stock performance appears to be more of a bet on CEO Elon Musk rather than an AI story. Taylor stated that the company is unlikely to achieve Musk's $1 trillion revenue target by 2030, but his previous entrepreneurial ventures show that investors are not lacking in confidence in him, which should be the key factor supporting SpaceX. The pipeline of future AI-related IPOs may depend on the sustainability of the AI spending boom. He added that tech stocks have already diverged, with a sharp rise in semiconductor-related companies on one hand and declines in software-as-a-service companies on the other, and this divergence may persist until the commercial returns of AI investments become clearer.

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