特斯拉Cybertruck喜获大金主，SpaceX大单传闻引爆“赛博风电动皮卡”增长叙事

Group 1 - SpaceX has emerged as a significant buyer of Tesla's Cybertruck, potentially purchasing tens of millions of dollars worth, with plans to acquire over 2,000 units priced above $80,000 each [1][2] - The relationship between SpaceX and Tesla is seen as a key factor in boosting Tesla's valuation, contributing to the "Musk premium" in the market [1][8] - Analysts have shifted their expectations for Cybertruck production, now viewing it as a niche product rather than achieving the initially projected annual production of 250,000 units [2][3] Group 2 - SpaceX is preparing for a potential IPO in 2026, aiming to raise over $30 billion, which could lead to a valuation of approximately $1.5 trillion, making it one of the largest IPOs in history [4] - The funds raised from the IPO are expected to support SpaceX's ambitious projects, including the development of the Starship rocket and a lunar base [4] - The increasing association between Tesla and SpaceX is anticipated to attract new investors, driven by Musk's innovative vision and the excitement surrounding SpaceX's IPO [8]