马斯克的spacex收购Xai上市，会利好谁利空谁？_老虎社区_美港股上老虎

马斯克的spacex收购Xai上市，会利好谁利空谁？

美股懂投网财满满
02-03

核心结论：利好马斯克商业生态及太空/AI赛道相关方，利空传统算力与航天企业。

利好方

马斯克旗下企业：SpaceX 获 AI 叙事抬升 IPO 估值，特斯拉、X平台共享生态协同红利。
相关投资方：中东主权基金等可借 IPO 布局太空 AI 赛道，xAI 股东通过换股实现退出。
产业链配套：卫星制造、航天材料企业受益于百万颗卫星发射需求。

利空方

传统云厂商：AWS、Azure 面临太空算力竞争，算力成本优势受冲击。
同业竞争者：OpenAI、谷歌等需加速算力布局，传统航天企业生存空间被挤压。 $特斯拉(TSLA)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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qingg123
·02-04
利好马斯克系企业，利空传统云商。
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马斯克的spacex收购Xai上市，会利好谁 利空谁？

利好方

利空方

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马斯克的spacex收购Xai上市，会利好谁利空谁？