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← @starzq

$TSLA

BULLISH2026-05-27
Price around the call
↑ 2026-05-27
By horizon✗ miss-5.3%
1d
✗ -1.7%
5d
✗ -5.7%
21d
✗ -5.3%
Original post
Star@Day1Global Podcast · 2026-05-27

CNBC 爆料,马斯克近期在进行"思想实验",研究将特斯拉并入 SpaceX 生态 实际上,这两家公司已经有大量协同👇 1. 人才:马斯克兼任两家CEO与董事,弟弟 Kimball 也是;SpaceX 董事 Antonio Gracias、Steve Jurvetson 此前都是特斯拉董事; 材料工程副总裁 Charles Kuehmann 一人任职两家公司 2. 工程:两家工程师常一起攻关能源、GPU 算力等卡脖子问题 主要的【交易难点】是估值与股东利益 - SpaceX 上市后市值预计 1.5 万亿,特斯拉当前约 1.6 万亿,体量基本相当 - 法律专家:不会引发反垄断问题,但特斯拉股东想知道"是不是一比一换股、怎么补偿",SpaceX 股东想知道"是不是多花钱了" - 反对阻力很小:马斯克手握 SpaceX 85% 投票权,决定要做就基本能推动 一个有趣的点是,如果真的合并,会让马斯克更容易解锁自己的特别绩效奖金: - 据 S1 招股书,马斯克的特别绩效奖金要求 SpaceX 市值做到 7.5 万亿美元 + 火星住满 100 万人 - 合并可立刻把 SpaceX 市值推到约 3.5 万亿,离目标更近了 - 同样,Tesla 的特别绩效奖金要求市值做到 8.5 万亿美元,合并同样加速了这个目标 我也觉得这两家终将合并为一个 X Group, 看看老马如何考虑吧,希望我的 $TSLA 可以换一些 SpaceX 股票哈哈

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