Tesla(US:TSLA) Sou Hu Cai Jing·2026-01-29 23:21Core Viewpoint - Some investors are pushing for a potential merger between SpaceX and Tesla, while SpaceX is also exploring a merger with xAI as an alternative before its IPO. This movement signals Elon Musk's consideration of integrating his business empire, although discussions are still in early stages and no final decisions have been made [1][3]. Group 1: Merger Discussions - If the merger progresses, it may attract significant interest from infrastructure funds and Middle Eastern sovereign wealth funds, requiring large-scale financing [3]. - The merger concept aligns with Musk's long-term strategy, where SpaceX's deployment of data centers in space could support AI capabilities, benefiting xAI [4]. - Tesla's manufacturing capabilities in energy storage systems could assist SpaceX in powering space data centers with solar energy [4]. Group 2: Market Reactions and IPO Plans - Following the news, Tesla's stock price rose by 4.5% in after-hours trading, despite a 3.5% decline during regular trading, with a market capitalization of approximately $1.56 trillion [5]. - SpaceX is reportedly planning an IPO around June, aiming for a valuation of about $1.5 trillion, with potential financing of up to $50 billion [5][6]. - Major banks like Bank of America, Goldman Sachs, Morgan Stanley, and JPMorgan are expected to play significant underwriting roles in the IPO [5].