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VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
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X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-spacex-q2-2026-first-earnings-lockup-release-window@catalyst-calendar.local
DTSTAMP:20260720T200530Z
DTSTART:20260814T200000Z
DTEND:20260814T203000Z
SUMMARY:SpaceX上市后首个季度业绩与早期锁定股份释放窗口
DESCRIPTION:SpaceX IPO文件披露，部分180天锁定股份自2026年三季度开始按季度业绩发布触发早期释放；在2026年6月30日季度业绩公开后的第二个完整交易日，最多20%的相关锁定股份可转让，若股价条件满足还可能额外释放10%。该窗口兼具上市后首份业绩、Starlink/Starship/AI收入验证和流通供给变化，对商业航天板块具有行业级定价意义。\\nImpact score: 90\\nExpected: 关注Q2收入、Starlink用户和ARPU、发射/Starship资本开支、AI compute相关披露、自由现金流路径以及锁定股份释放规模。\\nAffected: SPCX(subject\, mixed\, score 94)\; ARKX(etf\, mixed\, score 78)\; RKLB(peer\, mixed\, score 70)\; ASTS(peer\, mixed\, score 68)\; AMZN(peer\, mixed\, score 60)\\nSources: SpaceX EU prospectus: https://content.spacex.com/cms-assets/FINAL_Documents%20and%20Updates/SpaceX%20-%20EU%20Prospectus%20%28Approved%20by%20Bafin%29%20-%20June%205%2C%202026.pdf\\nSpaceX SEC S-1 filing detail: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/0001628280-26-036936-index.htm\\nSpaceX SEC post-IPO filing: https://www.sec.gov/Archives/edgar/data/1181412/000162828026043288/spaceexplorationtechnologi.htm\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-spacex-q2-2026-first-earnings-lockup-release-window
CATEGORIES:earnings\,US\,SpaceX\,Starlink\,earnings\,lockup\,IPO\,Starship
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: SpaceX上市后首个季度业绩与早期锁定股份释放窗口
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DESCRIPTION:Complete post-event review: SpaceX上市后首个季度业绩与早期锁定股份释放窗口
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