$TSLA · Meet Kevin · 2026-11-04
特斯拉单独来看估值过高，但特斯拉与SpaceX合并的实体将是一笔好交易；由于SpaceX很可能支付溢价，特斯拉眼下会比SpaceX更值得买入——但前提是收购能够完成，而这并不确定。
逐段跳播
是的，我知道 SpaceX 和 Tesla 都在小幅下跌。那么，以下是我对这两家的看法。Tesla 跌了 2%，SpaceX 跌了 2%。首先，Tesla 很可能——尽管单看 Tesla 的估值是高估的——如果把 Tesla 和 SpaceX 合在一起看，它们其实是一笔好买卖。
SpaceX 很可能会为 Tesla 支付溢价，讽刺的是，如果收购真的完成，这反而让 Tesla 现在比 SpaceX 更值得买。我们不知道收购会不会完成，我们只是认为有可能。
如果真完成了，那么合并后的实体估值对 SpaceX 和 Tesla 来说其实还算合理。
Yeah, I know SpaceX and Tesla are coming down a little bit. So, here's my take on these guys. Okay, Tesla is down 2%. SpaceX is down 2%. So, first of all, Tesla is probably even though Tesla's valuation on its own is overvalued.
If you combine Tesla and SpaceX, they're actually a good deal. SpaceX is probably going to pay the premium for Tesla, which ironically makes Tesla a better buy than SpaceX right now for if the acquisition goes through.
We don't know if it will. We just think it might. If it does, then the combined entity value is actually decently priced for SpaceX and Tesla.
观察点
这个频道对 $TSLA 的历次判断
Meet Kevin 在这只股票上共 26 条判断，这里只列相邻的几条。