SpaceX's listing effect attracts "outside the circle capital": Space investment in the second quarter of 75 billion U.S. dollars, approaching record highs.

According to a report released by the British investment firm Seraphim Space on Thursday, the global space startup financing in the second quarter of 2026 is nearing historical peak, boosted by the milestone IPO of SpaceX, which raised nearly $86 billion. This landmark IPO not only attracted broader investors outside of traditional aerospace venture funds, but also further solidified the aerospace industry's position as a mainstream asset class. At the same time, the IPO also fueled large funding rounds for companies in the fields of launch systems, satellite networks, defense technology, and other on-orbit infrastructure. "Over the past year, we have clearly felt an increase in investor interest. While SpaceX's IPO is a major boost, the deeper reason is that investors are increasingly recognizing the commercial maturity of this industry," said Lucas Bixby, an investment analyst at Seraphim Space. "We are seeing more and more institutions that previously lacked or even had no experience in the space sector actively reaching out to us, hoping to lay out a strategy in this race." Bixby pointed out that although the first half of 2026 was an exceptionally active period for financing, the quarterly total amount may fluctuate, but the overall investment DRIVE in the industry remains strong. Investors also indicated that the market's focus is increasingly shifting towards companies serving defense and national security clients, as well as companies dedicated to developing space computing capabilities, reflecting investors' expectations of increased investment from government and commercial clients in these areas. Data shows that in the second quarter, space companies raised approximately $7.5 billion in 141 venture capital deals, a slight decrease from the record-breaking 159 deals totaling $8 billion in the previous quarter. "Nowadays, we see investors more inclined to concentrate their funds on large financing rounds for mature aerospace companies. This means that companies that have completed technology validation, have clear market demand, and are at a critical scale-up stage will receive more abundant capital support," said Felix von Schubert, managing partner at NewSpace Capital. Next, the market will closely watch whether Blue Origin, owned by Jeff Bezos, can complete its reported $10 billion financing plan. If the deal is completed, it will be one of the largest private financing deals in the history of the aerospace industry, and will continue an unprecedented capital expansion cycle in the commercial aerospace sector.