$TSLA · Meet Kevin · 2026-11-04
特斯拉单看很可能被高估；若 SpaceX 以可能存在的溢价收购它，特斯拉眼下就比 SpaceX 更值得买入，合并后的实体定价也合理，但说话者强调这笔交易未必会发生。
逐段跳播
SpaceX 和 Tesla 都在小幅下跌。以下是我对这些人的看法。Tesla 跌了2%，SpaceX 跌了2%。首先，Tesla 单看自身大概率是被高估了。如果把 Tesla 和 SpaceX 放在一起看，它们其实是一笔划算的买卖。
SpaceX 很可能会为收购 Tesla 支付溢价，讽刺的是，这反而让 Tesla 现在比 SpaceX 更值得买入。前提是这笔收购能完成。我们不知道它会不会发生，我们只是认为它有可能发生。
如果真发生了，SpaceX 和 Tesla 合并后的实体估值是合理的。Tesla 跌了2%。
SpaceX and Tesla are experiencing a slight decline. Here's my opinion on these people. Okay, Tesla is down 2%. SpaceX is down 2%. Firstly, Tesla is probably overvalued on its own .
If you put Tesla and SpaceX together, they are actually a good deal. SpaceX will likely pay a premium for Tesla, which ironically makes Tesla a better buy than SpaceX right now.
Well, if the acquisition goes through. We don't know if it will happen. We just think it might happen. If that happens, the combined entity of SpaceX and Tesla is well priced. Okay, Tesla is down 2%.
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。