巴克莱:特斯拉-SpaceX合并消息可能在年度股东大会前公布

环球市场播报
Oct 15

巴克莱分析师表示,市场参与者目前普遍预计特斯拉将与SpaceX合并,相关消息可能会在特斯拉年度股东大会(AGM)之前公布。

分析师Dan Levy等人预计,2026年年度股东大会最迟将于12月6日举行。

Levy补充称,合并的理由将是实现垂直整合,并能够加快埃隆·马斯克旗下两家公司在人工智能(AI)领域的发展机会。

“虽然特斯拉/SpaceX合并消息的公布时间可能会推迟到10月晚些时候,甚至可能推迟到11月初,但我们认为,届时要让合并案在年度股东大会上获得批准,难度可能会越来越大”。

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