$TSLA

长期持有TSLA(10-20年),没有理由卖出;TSLA与SpaceX合并的结果不确定。

看涨他说的是几年内
They Will Be Forced To Buy Billions of SpaceX Stock
Solving The Money Problem发布 2026-09-09 · 6 段内容
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6 段内容
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在特斯拉史诗级的Cybertruck发布之后,SpaceX开始感到有些被忽视;是时候改变这一点了。

After Tesla's epic Cybertruck launch, SpaceX has started to feel a bit overlooked ; it's time to change that.

对于特斯拉和SpaceX,散户股东至少往往比大多数普通投资者拥有更长的投资期限。例如,我在十多年前就开始购买特斯拉股票,此后一股未卖。原因是我着眼于未来10到20年,并且我希望继续持有这些股票,非常感谢。

For both Tesla and SpaceX, retail shareholders at least tend to have a much longer investment horizon than most ordinary investors. I, for example, started buying Tesla shares more than a decade ago and haven't sold a single share since . The reason is that I am looking ahead to the future in 10-20 years and I would like to continue holding those shares , thank you very much.

SpaceX也是如此。我认为他们面前有辉煌的二十年。如果SpaceX的其他股东,无论是早期投资者还是IPO后投资的,都看得更远,他们会看到在发射、连接服务、AI计算和AI建模方面的巨大增长。

除了不可预见的紧急情况,还有什么可能的理由促使他们现在卖出?

The same applies to SpaceX. I think they have two amazing decades ahead of them . If SpaceX’s other shareholders, whether they were early investors or have invested since the IPO, are looking further ahead , they see tremendous growth in launching, connectivity services, AI computing, and AI modeling . What possible reason could prompt them to sell now other than an unforeseen emergency ?

这可能部分解释了为什么在内部人士交易的禁售期到期后,至少到目前为止,崩溃尚未发生。

This may partly explain why a collapse has not occurred, at least so far, after the expiration of the blackout periods for insider trading.

我们甚至还没有触及在这个阶段与特斯拉合并的可能性。不是可能性,而是肯定的。我只是跟你开个小玩笑。我仍然认为在特斯拉方面的投资者批准上更像掷硬币,但我非常有信心至少这将会提交给投资者。

we haven't even touched on the possibility of merging with Tesla at this stage. Not a possibility, but definitely. I'm just teasing you a little . I still think it's more like a coin toss when it comes to investor approval on Tesla's side, but I'm very confident that at least this will be put to the investors.

我用于评估特斯拉和SpaceX未来20年的新模型现在也可以在Patreon上供投资者类别及以上的支持者使用。

My new model for evaluating Tesla and SpaceX over 20 years is now also available on Patreon for backers in the investor category and above.

这个频道对 $TSLA 的历次判断

Solving The Money Problem 在这只股票上共 8 条判断,这里只列相邻的几条。

2026-09-09看涨本条
在特斯拉史诗级的Cybertruck发布之后,SpaceX开始感到有些被忽视;是时候改变这一点了。
2026-09-08看涨
如果特斯拉、亚马逊或谷歌以 3000 亿美元收购 Uber 以赢得自动驾驶汽车部署竞赛,不要感到惊讶。
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