IT之家 1 月 30 日消息，据路透社、彭博社等美媒今日报道，部分投资者正在推动 SpaceX 与特斯拉之 间的潜在合并。与此同时，SpaceX 也在探索与 xAI 合并的可能性，以作为 IPO 之前的另一种选择。 这一动向被视为马斯克考虑整合其企业版图的重要信号。知情人士表示，目前相关讨论仍处于早期阶 段，尚未作出最终决定，相关细节仍可能发生变化，三家公司也可能最终选择维持各自独立运营。 知情人士指出，若交易推进，可能会吸引基础设施基金及中东主权财富基金的浓厚兴趣，并且相关交易 可能需要配套的大规模融资方案。马斯克本人以及 SpaceX、特斯拉和 xAI 的代表均未就此事回应媒体 置评请求。 合并设想与马斯克长期战略相关 SpaceX IPO 计划仍在推进中 多位知情人士表示，SpaceX 正考虑在 6 月左右进行上市，时间点接近马斯克的生日，融资规模或高达 500 亿美元（现汇率约合 3478.04 亿元人民币），有望成为史上规模最大的 IPO；美银、高盛、摩根大 通和摩根士丹利预计将担任重要承销角色。 SpaceX 首席财务官 Johnsen 曾在去年 12 月对员工表示，潜在的 IPO 将为 Sta ...

据知情人士透露，SpaceX已讨论了与特斯拉合并的可行性，这一想法正获得部分投资者的推动。另 外，SpaceX还在研究在首次公开招股(IPO)前与xAI进行合并的可行性。 马斯克 截至发稿，马斯克以及SpaceX、xAI和特斯拉的代表均未回应置评请求。(作者/箫雨) 凤凰网科技讯北京时间1月30日，据彭博社报道，知情人士称，SpaceX正考虑与特斯拉进行合并的可行 性，同时也在评估与xAI的替代性合并方案。这表明，马斯克正在权衡如何整合其商业帝国。 知情人士称，任何此类交易都可能吸引基础设施基金和中东主权投资者的浓厚兴趣。此类交易可能需要 大规模融资安排。 知情人士强调，最终决定目前尚未作出，具体细节仍可能变动，各公司也可能选择维持独立运营。 ...

马斯克说，台积电（2330）、三星及美光等现有供应商，供应特斯拉的芯片量都无法达到该公司所需的 水准，"这对确保我们能抵御地缘政治风险将非常重要。"特斯拉目前主要向三星电子与台积电采购芯 片。 目前还不清楚这座"TeraFab"晶圆厂将设于美国何处，以及具体时程为何。马斯克只有透露，这座晶圆 厂会涵盖制造逻辑芯片、存储器以及封装，特斯拉未来将就TeraFab发出"更重大的公告"。 特斯拉执行长马斯克警告，未来三到四年的成长恐受AI与存储器芯片供应所限，因此必须兴建并自行 营运他形容的超大型晶圆厂"TeraFab"，用来制造半导体。这意味特斯拉将再次跨足电动车业务以外的 领域。 马斯克28日在财报会议上表示，"为了消除三到四年后可能出现的产能瓶颈，我们将必须建造一座特斯 拉TeraFab。""将是一座非常大型的晶圆厂，涵盖逻辑芯片、存储器以及封装，而且会设在国内。" ...

Group 1 - Brett Ashcroft Green is a CERTIFIED FINANCIAL PLANNER™ advocating for early retirement through disciplined, tax-efficient investing [1] - He has a background in private credit and commercial real estate mezzanine financing, having worked as a business director at a large family office [1] - His experience includes working with high-net-worth and ultra-high-net-worth families across the U.S. and Asia, with significant time spent in China [1] - Brett is fluent in Mandarin Chinese in both business and legal contexts and has served as a court interpreter [1] - He has collaborated with notable commercial real estate developers such as The Witkoff Group, Kushner Companies, The Durst Organization, and Fortress Investment Group [1]

Core Viewpoint - Hybrid Power Solutions Inc. continues to lead the clean energy transition despite economic challenges in Canada and the US, showcasing its innovative fuel-free power solutions through various active demonstrations and pilot programs [2][3]. Business Highlights - The company has over 20 active demonstrations and pilot programs in real-world settings, including military operations and construction sites, which are crucial for driving future orders [3]. - Hybrid Power Solutions received an advance purchase order for 12 Spark units and one Terra unit, with production starting in December 2025 [7]. - The company launched the Solar Tarp, a modular solar power solution, and showcased it at the GCXpo in September 2025 [7]. - Strategic partnerships have been established with companies like Groovy Energy Ltd. and Tire Butler for product distribution [7]. Financial Highlights - For the period ending November 30, 2025, the company reported a net loss of $871,826, compared to a net loss of $559,914 for the same period in 2024 [12]. - Revenue for the same period was $279,445, a significant decrease from $1,033,133 in the previous year [12]. - The company announced a non-brokered Life Offering to raise between Cdn $1 million and Cdn $2 million, closing the financing on January 19, 2026, with a total of $1,079,925 raised [8]. Technological Advancements - The Solar Tarp is a patent-pending, lightweight solar solution using durable CIGS panels, designed for versatile installation and rapid setup [4]. - The company is developing an AI-powered IoT platform for fleet management, currently in beta testing with select customers [5]. - Ongoing advancements in manufacturing and R&D are aimed at enhancing production scalability and efficiency [6].

丨 2026年1月30日星期五丨 NO.3 特斯拉将停产Model S/X，全力投入Optimus研发 当地时间1月28日，特斯拉首席执行官马斯克在财报会议上表示，公司将在下个季度停产Model S和 Model X车型。"现在是时候让Model S和Model X项目光荣退役了，因为我们正真正迈向以自动驾驶为 核心的未来。"马斯克表示。马斯克还透露，特斯拉正将加州弗里蒙特工厂的Model S和Model X生产线 替换为Optimus生产线，其长期目标是实现年产百万台机器人的产能。 点评：马斯克此项宣布，意味着特斯拉的战略重心正从"电动汽车制造商"转向"自动驾驶与机器人公 司"。不过，在核心汽车业务面临激烈竞争时，将资源大规模倾斜至远期且不确定的机器人项目也会带 来财务与执行风险。 （文章来源：每日经济新闻） 1月29日，阿里平头哥官网上线高端AI芯片"真武810E"产品信息，该芯片实现软硬件全自研，已在阿里 云实现多个万卡集群部署，服务了国家电网、中国科学院、小鹏汽车、新浪微博等400多家客户。这是 由通义实验室、阿里云和平头哥组成的阿里巴巴AI黄金三角"通云哥"首次浮出水面。 点评：当前，AI竞争的制高 ...

In this articleTSLAElon Musk, CEO of SpaceX and Tesla, attends the Viva Technology conference at the Porte de Versailles exhibition center in Paris on June 16, 2023.Gonzalo Fuentes | ReutersAt Tesla's factory in Fremont, California, the automaker plans to make robots instead of its older cars, as it gears up to spend $20 billion this year to fund what it views as a business transformation."Forget the Tesla you knew," wrote analysts at Canaccord Genuity, in a note following Tesla's fourth-quarter earnings re ...

来源：喜娜AI 一、市场: ●1月30日收盘：美股涨跌不一 微软重挫10%拖累纳指走低 北京时间1月30日凌晨，美股收盘涨跌不一。交易员消化科技股财报与美联储利率决议，苹果将在收盘 后公布业绩。道指、纳指、标普500指数均下跌，微软因云业务增长放缓、业绩指引疲软重挫约10%， 抑制大盘涨幅；Meta因强于预期的销售预测股价涨10.4%。投资者权衡美联储货币政策影响，市场下调 降息预期。此外，特朗普与民主党就避免政府停摆谈判接近民主党要求但未达成协议。贵金属价格大幅 波动，现货白银、黄金盘中先涨后跌。 [1] ●1月30日美股成交额前20：微软市值蒸发近3600亿美元 周四美股成交额前 20 中，多只股票表现各异。微软收跌 9.99%，市值蒸发近 3600 亿美元，因其难以证 明支出计划合理性、云业务增长放缓及依赖少数大客户等因素。Meta Platforms 收高 10.40%，市值增加 1760 亿美元，人工智能投资提振盈利获投资者认可。特斯拉收跌 3.45%，虽财报超预期，但宣布调整 产品线支持机器人业务。苹果收高 0.72%，完成对以色列 AI 初创企业收购且财报营收高于预期。此 外，闪迪、埃克森美孚等 ...

Core Viewpoint - A potential merger involving Elon Musk's companies—SpaceX, xAI, and Tesla—is being discussed, with early-stage talks suggesting that at least one company may merge into SpaceX [1][2]. Group 1: Merger Scenarios - Two primary scenarios are under consideration: a merger between SpaceX and Tesla, or a merger between SpaceX and xAI [1]. - A merger between SpaceX and xAI could occur before a planned SpaceX IPO this year, consolidating products like the Grok chatbot, X platform, Starlink satellites, and SpaceX rockets under one corporation [2]. Group 2: Corporate Developments - Recent filings indicate the establishment of two new corporate entities in Nevada, K2 Merger Sub Inc. and K2 Merger Sub 2 LLC, suggesting that Musk is exploring various options for the merger [3]. - SpaceX's investment of $2 billion in xAI last year, along with Tesla's similar investment, reflects Musk's strategy to consolidate resources among these companies [5]. Group 3: Strategic Advantages - Merging SpaceX and xAI could enable xAI to utilize space-based data centers, aligning with Musk's vision [4]. - A merger between SpaceX and Tesla could integrate Tesla's energy storage capabilities with the space data center concept [4]. Group 4: Company Valuations - xAI was valued at $80 billion following its acquisition of X, which was valued at $33 billion, while SpaceX's secondary sale valued it at $800 billion, making it the most valuable private company in the U.S. [6]. - Musk aims to take SpaceX public in June, although his timelines are often subject to delays [6].

Core Insights - Elon Musk's companies, SpaceX, xAI, and Tesla, are exploring potential merger scenarios, with discussions reportedly in early stages [1][2] - Two primary merger scenarios are being considered: one between SpaceX and Tesla, and another between SpaceX and xAI [1] - A merger between SpaceX and xAI could precede a planned SpaceX IPO this year, consolidating various products under one corporation [2] Company Developments - Recent corporate filings indicate the establishment of two new entities in Nevada, suggesting Musk is keeping merger options open [3] - SpaceX has previously invested $2 billion in xAI, and Tesla has also made a similar investment, indicating a trend towards resource sharing among Musk's companies [5] Valuation and Market Position - xAI was valued at $80 billion following its acquisition of X, which was valued at $33 billion, while SpaceX's secondary sale valued it at $800 billion, making it the most valuable private company in the U.S. [6]