智通财经APP获悉，Electrek的一篇最新报道显示，SpaceX一直是特斯拉"赛博风电动皮卡"Cybertruck的 重要买方势力，也是最大买家之一。Electrek总编辑Fred Lambert报道称，这家太空探索超级独角兽—— 同样是由马斯克创立并掌舵的航天发射公司SpaceX可能已购买了价值数千万美元的Cybertruck。 对于一些特斯拉股票长期多头势力而言，特斯拉与SpaceX的这种日益捆绑联系反而乃提振特斯拉估值 的关键所在，这也意味着"马斯克溢价"将继续扩张，毕竟对于市场而言，当前押注马斯克堪比科幻电影 的"超大胆商业愿景"有且只有一种投资途径：买入特斯拉(TSLA.US)股票。 Electrek总编辑表示，SpaceX可能是特斯拉Cybertruck最大规模的买家之一，并且这些数千万美元的购买 规模可能并非一次性交易，因为消息人士告诉Electrek，SpaceX可能将会在一段时间内将售价超8万美元 的Cybertruck采购量提升至超过2,000辆这一惊人数字。 Cybertruck最初被定位为高产量项目，埃隆·马斯克曾谈到最终产能约为每年25万辆，一些看多者则建模 预测每年狂卖30万辆 ...

Core Viewpoint - SpaceX is conducting a secondary market share sale at a valuation of $800 billion, which is more than half of Tesla's market value, despite its expected revenue being only about one-sixth of Tesla's [1]. Group 1: Valuation and Financial Performance - SpaceX's valuation has doubled from $400 billion in the last secondary market transaction to $800 billion [1]. - The company's valuation has increased over 22 times from $36 billion in March 2020 [1]. - SpaceX's expected revenue for 2025 is approximately $15.5 billion, significantly lower than Tesla's projected revenue of $95.2 billion for the same year [1]. Group 2: Business Operations and Growth Drivers - SpaceX dominates the rocket launch market and is expected to handle about 90% of global space payload launches this year [3]. - The company is projected to generate around $13.1 billion in revenue in 2024, with $8.2 billion coming from its Starlink satellite internet service [3]. - Starlink is considered a key driver of SpaceX's high valuation, providing high-speed internet services to residential users and commercial clients [3]. Group 3: Government Collaboration and Strategic Initiatives - SpaceX has become an essential service provider for the U.S. government, executing missions for NASA and other agencies [4]. - The company is investing in the development of Starship, a large rocket for various missions, including NASA's lunar plans [4]. - SpaceX is also working on a direct-to-consumer satellite connection service and has agreed to acquire spectrum blocks from EchoStar to support this initiative [4]. Group 4: IPO Considerations and Market Context - SpaceX is considering the possibility of an initial public offering (IPO) in 2026, which would be its first public listing after nearly 25 years [1][4]. - The IPO market is showing signs of recovery after a three-year slump, with optimism about returning to normal levels by 2026 [5]. - Musk has expressed mixed feelings about going public, citing the burdens of being a public company [6].

Group 1 - The core event revolves around Elon Musk's unprecedented $1 trillion compensation plan, which is subject to a vote at the Tesla shareholder meeting on November 6 [1][3] - The compensation plan is contingent on Musk meeting several ambitious targets over the next ten years, including increasing Tesla's market value from $1.09 trillion to $8.5 trillion and selling 20 million electric vehicles [4][3] - Major shareholders, including Norway's sovereign wealth fund and California's public employee retirement system, have expressed opposition to the plan, citing concerns over excessive amounts and dilution of existing shareholder equity [3][4] Group 2 - Musk's current 13% stake in Tesla limits his decision-making power, prompting him to seek this compensation plan to increase his ownership to nearly 25%, which would grant him significant control [6] - The board acknowledges Musk's critical role in Tesla's success, stating that without him, the company could lose substantial value, as he has been instrumental in driving the company's growth [6][7] - The market currently predicts a 94% probability of the compensation plan passing, with two potential outcomes: if approved, Musk's increased stake could lead Tesla to evolve into an AI technology giant; if rejected, the stock price may drop by over 10%, and Musk might leave the company [7][8] Group 3 - The situation highlights a broader struggle between the company's key figure and shareholder interests, with Musk using the threat of departure as leverage in negotiations [8] - The outcome of this vote is critical not only for Musk's future at Tesla but also for the company's strategic direction and competitive position in the rapidly evolving electric vehicle market [8]