[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioeed0d80f":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioeed0d80f","Roadster只是前菜？知名投资人预言：SpaceX(SPCX)收购特斯拉(TSLA)或几周内官宣，每股420美元","\u002Fdoc\u002Fdcioeed0d80f","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，Future Fund董事总经理Gary Black近日发表推文预测，SpaceX(SPCX)可能在数周内宣布以全股票方式收购特斯拉(TSLA)，并将飞行版Roadster的发布视为把埃隆·马斯克旗下公司整合在一起的契机。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这位知名投资人在社交平台X上表示“我认同一种观点，即Roadster发布会的唯一目的，就是论证SpaceX与特斯拉合并的合理性。我的判断未来几周内将会官宣，SpaceX以自身股票作价，按420美元\u002F股的价格收购特斯拉;这笔交易的完成交割可能耗时一年。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>然而，他作出这一预测的同时，对Roadster的财务影响持怀疑态度。Black估计，这款跑车对特斯拉2029年每股收益的贡献可能仅为0.06美元，仅占市场普遍预期调整后每股收益5.40美元的1.1%。他还预计其对整体品牌的提振有限，称很少有驾驶者会把不到1秒破百的加速或空中翻转这类性能作为购车优先考量。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>“不可否认，这项技术和整场发布会本身十分惊艳，”他评价道，同时质疑投资者对一款仍需两到三年才能面世的小众产品的追捧。“第三，特斯拉历来是发布会利好落地后股价兑现回落，这次也不会例外。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在此次发布会之前，Black其实并不看好合并方案，他当时提出，换股并购会受制于特斯拉更低的估值倍数，且交易完成前的股价波动可能侵蚀SpaceX股票支付的收购溢价。“我们对特斯拉维持谨慎态度，因其估值偏高、盈利预期仍有下调压力，同时我们认为无监督自动驾驶技术终将走向同质化，”他表示。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Roadster亮相引燃特斯拉与SpaceX合并猜想\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Deepwater Asset Management管理合伙人Gene Munster也认为Roadster发布会背后有着类似动机“Roadster活动有两点核心结论。第一，这是一场工程实力秀，除了碾压传统车企之外，几乎没有商业价值。第二，马斯克迫切希望把特斯拉和SpaceX整合在一起。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>马斯克本人转发了这场直播，并配文“特斯拉 x SpaceX”的字样。双方的合作还延伸至Terafab拟在得州超级工厂建设的研究设施，计划每年设计并测试约10款芯片。“我认为特斯拉和SpaceX共建芯片工厂的初衷，就是尝试这类高风险、高回报的前沿项目，”马斯克在接受采访时表示。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>另一方面，晨星比Black或Munster更看好Roadster的商业前景，称其硬核工程能力可能吸引买家关注特斯拉更广泛的产品线。不过，该机构仍预测一旦量产爬坡，Roadster年交付量将不足2000辆。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据了解，该车型历经多次延期，马斯克目前目标2028年投产。Performance和Thrust版本预订金分别为50000美元和250000美元，且不保证交付。此外还计划推出仅限受邀用户的Rocket版本。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>华尔街点评合并交易\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>巴克莱上周指出，SpaceX以全股票方式收购特斯拉是最可能的交易结构。该行勾勒了两种可能的时间线在特斯拉年度股东大会前后宣布，或在6至12个月内另行宣布。“虽然我们怀疑会有一些财务协同效应，但真正的价值在于垂直整合，”分析师表示。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>该机构还认为，这笔交易将把特斯拉的Robotaxi和Optimus项目与SpaceX的AI及太空基础设施连接起来，同时简化Terafab的决策，并帮助马斯克保持投票控制权。不过，股东批准和反垄断审查仍是潜在障碍。Baird也预计，潜在的SpaceX合并将成为特斯拉近期叙事的主导话题。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]