10万亿！史上最大IPO定档6月，马斯克生日那天

Core Viewpoint - Elon Musk's companies, including SpaceX, xAI, and Tesla, are considering potential mergers, which has led to significant stock price movements for Tesla [2][4][8] Group 1: Merger Discussions - Two main merger paths are being evaluated: one between SpaceX and Tesla, and another between SpaceX and xAI, with xAI having integrated Musk's social media platform X [4][6] - The potential merger of SpaceX and xAI is seen as a step towards Musk's vision of a "space data center," integrating SpaceX's infrastructure with xAI's computational needs [5][6] - The discussions are still in early stages, and no final decisions have been made, with the possibility that the companies may continue to operate independently [4][17] Group 2: IPO Considerations - SpaceX is planning an IPO for June, targeting a valuation of approximately $1.5 trillion and aiming to raise up to $50 billion, which would be the largest IPO in history [4][11] - The company is collaborating with major banks to prepare for this potential IPO, with the valuation and fundraising plans still subject to market conditions [11][14] - SpaceX's IPO is linked to its strategy of deploying data centers in space, which Musk believes is crucial for competing in the AI sector [11][14] Group 3: Market Reactions - Following the merger news, Tesla's stock rose by 4.5% in after-hours trading after a 3.5% decline during regular trading [2][8] - Current valuations indicate that xAI is valued at $230 billion, while Tesla's market cap stands at $1.39 trillion [4][8] - Predictions suggest a 48% chance of a merger between SpaceX and xAI occurring before mid-year, while the likelihood of a merger between SpaceX and Tesla is estimated at 16% [8]