特斯拉与SpaceX成立特别委员会探讨并购事宜

特斯拉和SpaceX已分别成立特别委员会，探索两家公司的潜在并购事宜12。埃隆·马斯克在SpaceX第三季度财报电话会议上宣布了这一消息，并表示他认为这次合并将是个"好主意"13。马斯克同时担任两家公司的首席执行官1。

特别委员会目前尚未就任何交易条款达成协议，也不能保证最终会达成协议14。马斯克强调，最终决定权将取决于两家公司的特别委员会1。根据报道，这笔交易若达成，合并后的公司估值约为3.5万亿美元，但需获得特斯拉至少50%的股东支持4。

宣布消息后，两家公司股票均有上涨，其中SpaceX股票在盘后交易中上升8%，特斯拉股票上涨2%4。本月早前，巴克莱曾在客户报告中建议过特斯拉与SpaceX的可能组合1。

Tesla and SpaceX have established special committees to examine a potential merger between the two companies, Elon Musk announced during SpaceX's third-quarter earnings call on Tuesday 12. Musk, who serves as CEO of both firms, stated that he believes combining the two companies would be "a good idea," though he emphasized that the final decision rests with the special committees of each organization 13.

According to Musk, the special committees "have not reached agreement on any transaction terms, nor can they guarantee that they will reach an agreement" 1. The combined entity would be valued at approximately $3.5 trillion, based on Tesla's estimated valuation of roughly $1.5 trillion and SpaceX's valuation of approximately $2 trillion 4. Any merger would require approval from at least 50% of Tesla's shareholders 4. SpaceX's stock rose 8% in after-hours trading following the announcement, while Tesla shares gained 2% 4.

The proposal comes as SpaceX continues to expand its business operations, with cloud computing revenue of $750 million in the third quarter and Starlink revenue of $520 million during the same period 4. However, the company has posted losses of $110 million year-to-date 4.