徐冲浪
徐冲浪|Jun 29, 2026 03:32
Musk's financial skills are top-notch. Being stuck in this world and stuffing xAI into SpaceX will make it difficult for both OpenAI and Anthropic to raise funds and go public. The liquidity has just been drained and can only be postponed. He can use this time to deal with the old shareholders of TSLA, and then merge TSLA into SpaceX. After the shareholders exchange shares, SpaceX's revenue will increase by about 90 billion US dollars, and PS will drop from 110 to just over 30, only slightly higher than NVDA. Moreover, space narrative. In the future, SpaceX's Starlink revenue will increase by several tens of percent, and the rocket launch business will receive more government orders. With PS reduced to below 20, a market value of several trillion yuan is very reasonable. Top tier capital operation.
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