15年来， 特斯拉一直是投资者押注埃隆·马斯克的唯一公开市场标的。但自 SpaceX于6月开始交易以来，这家电动汽车巨头不得不与SpaceX分享这一独特的投资吸引力。
在SpaceX首次公开募股（IPO）后的三个月里，特斯拉股价下跌8.9%，而标普500指数上涨2.7%。与此同时，SpaceX的股价较6月11日135美元的发行价上涨了9.8%。
特斯拉表现疲软，也与其近期的财报和产品发布有关，这两者都未能证明公司向实体AI产品转型能够取得成功。
eToro全球市场策略师Lale Akoner表示：“投资者将SpaceX视为更纯粹的增长故事，而将特斯拉视为风险更高的转型押注。”
Roundhill Financial首席执行官Dave Mazza表示：“SpaceX现在必须证明其1000亿美元的年化收入规模能够实现，而特斯拉则必须证明，它不仅仅是人们在SpaceX上市前所持有的那只‘马斯克概念股。”
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