#SpaceX上市后首份完整季度财报将揭晓
A conspiracy theory: Is Musk playing a big game recently?
Looking at recent events together, it's quite interesting.
Two main threads:
· SpaceX and Tesla merger?
· Musk diving deeper into 🇺🇸 politics again?
① Technical collaboration → Merger expectations
October 15: Tesla reintroduced the second-generation Roadster, highlighting technical cooperation with SpaceX.
Mid-October: Barclays suggested that Tesla and SpaceX might merge by the end of the year, integrating AI, robotics, energy, and aerospace businesses.
② Capital layout → Political influence
October 19: Musk proposed a plan to gift SpaceX stock to children across the U.S., involving amounts possibly reaching tens of billions of dollars.
Coincidentally, this plan is linked to the U.S. government's Trump Accounts children's investment account policy.
More interestingly, according to media reports, Musk discussed related arrangements with the Trump administration as early as this summer.
③ October 20 to 21: Earnings report relay
SpaceX and Tesla successively released their Q3 earnings reports.
Connecting these events:
Technical collaboration → Merger expectations → Public shareholding → Earnings release
On one side, the business landscape may be heading toward integration; on the other, building interest ties with more American families through equity.
Is Musk hyping up the earnings report, or preparing to extend his business influence further into the political realm?
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