Tesla(US:TSLA) 智通财经网·2025-12-19 02:08Core Viewpoint - SpaceX has emerged as a significant buyer of Tesla's Cybertruck, potentially purchasing tens of millions of dollars worth, which may enhance Tesla's valuation and expand the "Musk premium" in the market [1][3]. Group 1: SpaceX's Purchases and Impact on Tesla - SpaceX is reportedly one of the largest buyers of the Cybertruck, with plans to increase its order to over 2,000 units, each priced above $80,000 [1]. - The ongoing purchases by SpaceX provide crucial support for Tesla's delivery expectations and inventory management, especially as the Cybertruck faces challenges in achieving initial production targets [2][3]. - Analysts suggest that if SpaceX's Cybertruck purchases are utilized in significant space projects, it could elevate the Cybertruck's status to that of Tesla's Model 3/Y, creating a "super bull narrative" for Tesla [3]. Group 2: SpaceX's IPO Plans - SpaceX is preparing for a potential IPO in 2026, aiming to raise over $30 billion, with a projected valuation of approximately $1.5 trillion, which could be the largest IPO in history [4]. - The company has entered a regulatory quiet period, signaling its commitment to the IPO process, which is intended to fund ambitious projects like the Starship rocket and lunar base development [4]. Group 3: Market Sentiment and Future Projections - The increasing connection between Tesla and SpaceX is seen as a long-term catalyst for boosting Tesla's valuation, as significant milestones by Musk's companies often uplift market sentiment across his ventures [8]. - Investors currently view Tesla as the primary avenue to bet on Musk's ambitious vision for space exploration and advanced technologies, despite concerns over Tesla's stock valuation nearing risky levels [8].