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  ·06-21
  Space
  New Space King vs. Electric Vehicle Giant: Musk's SpaceX or Tesla, which is more worthwhile to invest in?
  特斯拉已经熬过了最艰难的“产能地狱”和“破产边缘”，拥有健康的现金流与扎实的盈利能力，更加适合务实成长型投资者；而SpaceX具备全球“唯一性”与“绝对垄断力”，地球上没有第二家公司能与它的发射成本竞争，但是可能面临估值修正风险，更加适合风险偏好高的投资者。
  New Space King vs. Electric Vehicle Giant: Musk's SpaceX or Tesla, which is more worthwhile to invest in?
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After its IPO, SpaceX's stock price continued to soar, breaking through the $200 mark, and its market capitalization once exceeded $2.7 trillion, surpassing...<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It has risen to become the world's fifth largest listed company.</span></p><p><p dir=\"ltr\"><span>Unlike SpaceX's continued record-breaking stock price, Musk's other company, namely...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>(</span><span>TSLA</span><span>However, the stock price remained hovering around $400. This difference not only attracted the attention of the market, but also led to comparisons between them. So, between these two giants, Elon Musk, who is more worthy of your investment?</span></p><p><h2>Tesla: A mature \"electric vehicle giant\"</h2><p dir=\"ltr\"><span>Tesla is a company that has already established a stable position in the electric vehicle field.<a href=\"https://laohu8.com/S/600389\">Jiangshan</a>But they are also eager to prove themselves to be a mature giant that is an \"AI company\" rather than a \"pure automaker\". according to</span><span>Counterpoint</span><span>The latest statistics show that Tesla's market share in the pure electric vehicle (BEV) market is approximately 13%, compared to...<a href=\"https://laohu8.com/S/BYDDY\">BYD</a>It is 2% higher, ranking first in the world.</span></p><p><p dir=\"ltr\"><span>However, Tesla is facing a fierce price war globally (especially among Chinese automakers), which has squeezed its hardware gross profit margin. Faced with this predicament, Tesla was forced to transform into a new ecosystem centered on AI computing power, autonomous driving (FSD), and energy storage.</span></p><p><p dir=\"ltr\"><span>In May 2026, Tesla officially confirmed that its FSD system supports the Chinese market and expects to obtain full compliance approval in Q3 2026. In addition, Tesla expects capital expenditures to exceed $25 billion for the full year of 2026, most of which will be spent on expanding AI infrastructure to pave the way for the mass production of Cybercab (Robotaxi) and Optimus humanoid robots. It is worth noting that Tesla's energy storage deployments reached a record 8.8 GWh in the first quarter, and the gross profit margin of its energy storage business reached a record high of 39.5%.</span></p><p><h2>SpaceX: Crazy \"New King of Space\"</h2><p dir=\"ltr\"><span>SpaceX was originally just a \"rocket launch company\" founded in 2002, with its business mainly consisting of three segments: commercial rocket launches, Starlink, and Starship. However, with Musk's merger with xAI and acquisition of Cursor, SpaceX has evolved into a super monopoly spanning communications, computing power, and space infrastructure.</span></p><p><p dir=\"ltr\"><span>Over the past year, SpaceX's total revenue reached $18.67 billion, of which Starlink contributed $11.4 billion, accounting for as much as 61%. However, SpaceX's massive capital expenditures resulted in a net loss. According to financial reports, SpaceX's capital expenditures reached $20.7 billion, with more than $10 billion going to AI, while Starship's R&D expenditures consumed approximately $3 billion.</span></p><p><p dir=\"ltr\"><span>Although SpaceX lost $4.28 billion in the first quarter of 2026 alone, the market has given it a price-to-sales ratio of over 90 and a market capitalization of $2.6 trillion, which means that it has \"digested\" the expectations for the next 10 years in advance, which is what makes it so crazy. On June 14, Musk bluntly stated that SpaceX's revenue could reach $1 trillion by 2030, which is 53 times that of 2025.</span></p><p><h2>Tesla vs. SpaceX: Who is more worth investing in?</h2><p dir=\"ltr\"><span>Although both Tesla and SpaceX were founded by Musk, they differ in their positioning, core businesses, and financial status, as detailed below:</span></p><p><div><table><colgroup><col/><col/><col/></colgroup><tbody><tr><th></th><th><p dir=\"ltr\"><span>Tesla</span></p><p></th><th><p dir=\"ltr\"><span>SpaceX</span></p><p></th></tr><tr><td><p dir=\"ltr\"><span>industry positioning</span></p><p></td><td><p dir=\"ltr\"><span>Mature tram giants ➔ Transforming AI and Robotics</span></p><p></td><td><p dir=\"ltr\"><span>The New King of Space with Absolute Monopoly</span></p><p></td></tr><tr><td><p dir=\"ltr\"><span>Main sources of revenue</span></p><p></td><td><p dir=\"ltr\"><span>Electric vehicle sales, energy storage systems, FSD software subscriptions</span></p><p></td><td><p dir=\"ltr\"><span>Starlink subscriptions, commercial rocket launches, defense contracts.</span></p><p></td></tr><tr><td><p dir=\"ltr\"><span>AI Industry Imagination</span></p><p></td><td><p dir=\"ltr\"><span>Dojo Supercomputing Center, Robotaxi, Optimus Robot</span></p><p></td><td><p dir=\"ltr\"><span>xAI, Cursor, Building a \"Space Orbit AI Data Center\", Starship Autonomous Navigation</span></p><p></td></tr><tr><td><p dir=\"ltr\"><span>Current status of financial gross profit</span></p><p></td><td><p dir=\"ltr\"><span>experience<a href=\"https://laohu8.com/S/01490\">car market</a>With intense competition putting pressure on hardware gross margins, the company is now relying on AI software to boost profit margins.</span></p><p></td><td><p dir=\"ltr\"><span>Overall, Starlink is still experiencing expansion losses, but its cash flow has turned positive.</span></p><p></td></tr><tr><td><p dir=\"ltr\"><span>Listing Status</span></p><p></td><td><p dir=\"ltr\"><span>Mature and stable listed companies</span></p><p></td><td><p dir=\"ltr\"><span>Just completed its largest IPO in history on June 12</span></p><p></td></tr><tr><td><p dir=\"ltr\"><span>Market capitalization</span></p><p></td><td><p dir=\"ltr\"><span>Approximately $1.5 trillion</span></p><p></td><td><p dir=\"ltr\"><span>Approximately $2.6 trillion</span></p><p></td></tr></tbody></table></div><p dir=\"ltr\"><span>It can be seen that Tesla has weathered the most difficult \"production capacity hell\" and \"brink of bankruptcy,\" and has healthy cash flow and solid profitability, making it more suitable for pragmatic growth investors. SpaceX possesses global \"uniqueness\" and \"absolute monopoly power,\" and no other company on Earth can compete with its launch costs. However, it may face valuation correction risks, making it more suitable for investors with a high risk appetite. Therefore, deciding whether to invest in SpaceX or Tesla depends on your own risk tolerance.</span></p><p>Original link</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>New Space King vs. Electric Vehicle Giant: Musk's SpaceX or Tesla, which is more worthwhile to invest in?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNew Space King vs. Electric Vehicle Giant: Musk's SpaceX or Tesla, which is more worthwhile to invest in?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025375658\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TradingKey中文 </p>\n<p class=\"h-time smaller\">2026-06-20 23:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body><p dir=\"ltr\"><span>TradingKey - June 12th, Musk's...<a href=\"https://laohu8.com/S/000901\">aerospace</a>SpaceX (SPCX) officially listed on the Nasdaq Stock Exchange, completing the largest IPO in human history, raising $75 billion and valuing the company at $1.77 trillion. After its IPO, SpaceX's stock price continued to soar, breaking through the $200 mark, and its market capitalization once exceeded $2.7 trillion, surpassing...<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It has risen to become the world's fifth largest listed company.</span></p><p><p dir=\"ltr\"><span>Unlike SpaceX's continued record-breaking stock price, Musk's other company, namely...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>(</span><span>TSLA</span><span>However, the stock price remained hovering around $400. This difference not only attracted the attention of the market, but also led to comparisons between them. So, between these two giants, Elon Musk, who is more worthy of your investment?</span></p><p><h2>Tesla: A mature \"electric vehicle giant\"</h2><p dir=\"ltr\"><span>Tesla is a company that has already established a stable position in the electric vehicle field.<a href=\"https://laohu8.com/S/600389\">Jiangshan</a>But they are also eager to prove themselves to be a mature giant that is an \"AI company\" rather than a \"pure automaker\". according to</span><span>Counterpoint</span><span>The latest statistics show that Tesla's market share in the pure electric vehicle (BEV) market is approximately 13%, compared to...<a href=\"https://laohu8.com/S/BYDDY\">BYD</a>It is 2% higher, ranking first in the world.</span></p><p><p dir=\"ltr\"><span>However, Tesla is facing a fierce price war globally (especially among Chinese automakers), which has squeezed its hardware gross profit margin. Faced with this predicament, Tesla was forced to transform into a new ecosystem centered on AI computing power, autonomous driving (FSD), and energy storage.</span></p><p><p dir=\"ltr\"><span>In May 2026, Tesla officially confirmed that its FSD system supports the Chinese market and expects to obtain full compliance approval in Q3 2026. In addition, Tesla expects capital expenditures to exceed $25 billion for the full year of 2026, most of which will be spent on expanding AI infrastructure to pave the way for the mass production of Cybercab (Robotaxi) and Optimus humanoid robots. It is worth noting that Tesla's energy storage deployments reached a record 8.8 GWh in the first quarter, and the gross profit margin of its energy storage business reached a record high of 39.5%.</span></p><p><h2>SpaceX: Crazy \"New King of Space\"</h2><p dir=\"ltr\"><span>SpaceX was originally just a \"rocket launch company\" founded in 2002, with its business mainly consisting of three segments: commercial rocket launches, Starlink, and Starship. However, with Musk's merger with xAI and acquisition of Cursor, SpaceX has evolved into a super monopoly spanning communications, computing power, and space infrastructure.</span></p><p><p dir=\"ltr\"><span>Over the past year, SpaceX's total revenue reached $18.67 billion, of which Starlink contributed $11.4 billion, accounting for as much as 61%. However, SpaceX's massive capital expenditures resulted in a net loss. According to financial reports, SpaceX's capital expenditures reached $20.7 billion, with more than $10 billion going to AI, while Starship's R&D expenditures consumed approximately $3 billion.</span></p><p><p dir=\"ltr\"><span>Although SpaceX lost $4.28 billion in the first quarter of 2026 alone, the market has given it a price-to-sales ratio of over 90 and a market capitalization of $2.6 trillion, which means that it has \"digested\" the expectations for the next 10 years in advance, which is what makes it so crazy. On June 14, Musk bluntly stated that SpaceX's revenue could reach $1 trillion by 2030, which is 53 times that of 2025.</span></p><p><h2>Tesla vs. SpaceX: Who is more worth investing in?</h2><p dir=\"ltr\"><span>Although both Tesla and SpaceX were founded by Musk, they differ in their positioning, core businesses, and financial status, as detailed below:</span></p><p><div><table><colgroup><col/><col/><col/></colgroup><tbody><tr><th></th><th><p dir=\"ltr\"><span>Tesla</span></p><p></th><th><p dir=\"ltr\"><span>SpaceX</span></p><p></th></tr><tr><td><p dir=\"ltr\"><span>industry positioning</span></p><p></td><td><p dir=\"ltr\"><span>Mature tram giants ➔ Transforming AI and Robotics</span></p><p></td><td><p dir=\"ltr\"><span>The New King of Space with Absolute Monopoly</span></p><p></td></tr><tr><td><p dir=\"ltr\"><span>Main sources of revenue</span></p><p></td><td><p dir=\"ltr\"><span>Electric vehicle sales, energy storage systems, FSD software subscriptions</span></p><p></td><td><p dir=\"ltr\"><span>Starlink subscriptions, commercial rocket launches, defense contracts.</span></p><p></td></tr><tr><td><p dir=\"ltr\"><span>AI Industry Imagination</span></p><p></td><td><p dir=\"ltr\"><span>Dojo Supercomputing Center, Robotaxi, Optimus Robot</span></p><p></td><td><p dir=\"ltr\"><span>xAI, Cursor, Building a \"Space Orbit AI Data Center\", Starship Autonomous Navigation</span></p><p></td></tr><tr><td><p dir=\"ltr\"><span>Current status of financial gross profit</span></p><p></td><td><p dir=\"ltr\"><span>experience<a href=\"https://laohu8.com/S/01490\">car market</a>With intense competition putting pressure on hardware gross margins, the company is now relying on AI software to boost profit margins.</span></p><p></td><td><p dir=\"ltr\"><span>Overall, Starlink is still experiencing expansion losses, but its cash flow has turned positive.</span></p><p></td></tr><tr><td><p dir=\"ltr\"><span>Listing Status</span></p><p></td><td><p dir=\"ltr\"><span>Mature and stable listed companies</span></p><p></td><td><p dir=\"ltr\"><span>Just completed its largest IPO in history on June 12</span></p><p></td></tr><tr><td><p dir=\"ltr\"><span>Market capitalization</span></p><p></td><td><p dir=\"ltr\"><span>Approximately $1.5 trillion</span></p><p></td><td><p dir=\"ltr\"><span>Approximately $2.6 trillion</span></p><p></td></tr></tbody></table></div><p dir=\"ltr\"><span>It can be seen that Tesla has weathered the most difficult \"production capacity hell\" and \"brink of bankruptcy,\" and has healthy cash flow and solid profitability, making it more suitable for pragmatic growth investors. SpaceX possesses global \"uniqueness\" and \"absolute monopoly power,\" and no other company on Earth can compete with its launch costs. However, it may face valuation correction risks, making it more suitable for investors with a high risk appetite. Therefore, deciding whether to invest in SpaceX or Tesla depends on your own risk tolerance.</span></p><p>Original link</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240524/0d8dd3c465996c885ce56d9cb8c4984f.jpg","relate_stocks":{"TSLW":"TSLA周配息ETF-Roundhill","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","TSLY":"TSLA期权收益策略ETF-YieldMax","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4581":"高盛持仓","BK4543":"AI","TSLZ":"2倍做空TSLA ETF-T-Rex","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","BK4511":"特斯拉概念","LU0823414478.USD":"法巴经典能源转换基金","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","TSLA":"特斯拉","BK4534":"瑞士信贷持仓","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","SPCX":"SPAC and New Issue ETF","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","BK4516":"特朗普概念","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4592":"伊斯兰概念","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","TESL":"Simplify Volt TSLA Revolution ETF","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","SPAX":"2倍做多SPACEX ETF-T-REX","LU0672654240.SGD":"FTIF - 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6月12日，马斯克旗下的航天公司SpaceX（SPCX）正式登陆纳斯达克交易所，完成了人类历史上最大规模的 IPO，募资 750 亿美元，上市估值高达 1.77 万亿美元。上市之后，SpaceX股价持续飙升冲破200美元关口，市值一度突破2.7万亿美元，超越亚马逊跃升为全球第五大上市公司。不同于SpaceX股价持续创新高，马斯克另一家公司即特斯拉 (TSLA) 的股价却维持在400美元附近震荡，这种差异不仅引起市场的关注，并开始把它们进行对比。那么，面对马斯克这两大巨兽，究竟谁更值得你将资金放入？ 特斯拉：成熟的“电动车巨头”特斯拉是一个已经在电动车领域打下稳定江山，但又急着证明自己是“AI公司”而非“纯粹汽车制造商”的成熟巨人。根据Counterpoint最新统计的数据显示，特斯拉纯电动车（BEV）市场的市占率约为13%，较比亚迪高出2%，在全球排名第一。然而，特斯拉正面临着全球（尤其是中国车企）的激烈价格战，导致其硬件毛利率受到挤压。面对这种窘境，特斯拉被迫转型走向一个以AI算力、自动驾驶（FSD）与储能为核心的全新生态。 2026年5月，特斯拉官方证实 FSD系统已支持中国市场，预计在2026年Q3取得全面合规审批。此外，特斯拉预计2026全年的资本支出将超过250亿美元，其中大部分都砸向了扩建 AI 基础设施，全力为 Cybercab（Robotaxi）和 Optimus人形机器人的量产铺路。不可忽视的是，特斯拉第一季度的储能部署量达到了创纪录的8.8 GWh，而且储能业务的毛利率冲上了39.5%的历史新高。  SpaceX：疯狂的“太空新王”SpaceX原本只是一家创立于2002年的“火箭发射公司”，业务主要由三大板块构成：商业火箭发射、星链（Starlink）与星舰（Starship）。然而，随着马斯克合并xAI与收购Cursor，SpaceX已经演变成一个横跨通讯、算力与太空基建的超级垄断体。过去一年，SpaceX全年总营业收入达186.7亿美元，其中星链贡献了114亿美元，占比高达61%。然而，SpaceX巨额的资本支出导致其出现净亏损。根据财报数据显示，SpaceX资本支出高达207亿美元，超过100亿美元流向AI，而星舰的研发支出消耗了约30亿美元。尽管SpaceX在2026年第一季度单季就亏损42.8亿美元，但是市场给予其高达90倍以上的市销率，高达2.6万亿美元的市值，意味着已经把未来10年的预期“提前消化”，这也是其疯狂之处。6月14日，马斯克更是直言不讳表示SpaceX到2030年营收可能达到1万亿美元，意味着是2025年的53倍。特斯拉 vs SpaceX：谁更值得投资虽然特斯拉与SpaceX都是出自马斯克之手，但是它们在定位、核心业务、财务现状等方面不同，具体如下：特斯拉SpaceX产业定位成熟期电车巨头 ➔ 转型 AI 与机器人绝对垄断的太空新王主要营收来源电动车销售、储能系统、FSD 软件订阅星链订阅、商业火箭发射、国防合约。AI 产业想象力Dojo 超算中心、Robotaxi、Optimus 机器人xAI、Cursor、打造\"太空轨道 AI 数据中心\"、星舰自主导航财务毛利现状经历车市内卷洗礼，硬件毛利承压，正靠 AI 软件拉高利润率整体仍处于扩张亏损，但星链现金流已转正上市状态成熟稳定的上市公司6月12日刚完成历史最大IPO市值规模约1.5万亿美元约2.6万亿美元可以看出，特斯拉已经熬过了最艰难的\"产能地狱\"和\"破产边缘\"，拥有健康的现金流与扎实的获利能力，更加适合务实成长型投资者；而SpaceX具备全球\"唯一性\"与\"绝对垄断力\"，地球上没有第二家公司能跟它的发射成本竞争，但是可能面临估值修正风险，更加适合风险偏好高的投资者。因此，决定投资SpaceX还是特斯拉，需要视自己的风险承受能力而选择。原文链接","news_type":1,"symbols_score_info":{"TSLZ":0.6,"TEST":0.6,"TSLQ":0.6,"LOFF":0.6,"TSLP":0.6,"07766":0.6,"SPCQ":0.6,"SPCG":0.6,"TSII":0.6,"07366":0.6,"TSLY":0.6,"TSLG":0.6,"CRSH":0.6,"SPCF":0.6,"TESL":0.6,"TSLO":0.6,"TSYY":0.6,"SSPC":0.6,"TSLA":1.96,"TSLT":0.6,"TSLS":0.6,"SPCX":1.95,"SPAX":0.6,"TSLW":0.6,"SPCH":0.6,"SPCM":0.6,"09766":0.6,"TSLI":0.6,"TSLR":0.6,"TLA":0.6,"TSDD":0.6,"09366":0.6,"TSL":0.6}},"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}