特斯拉股价突破350美元，日内涨幅扩大至3%
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The logic behind a SpaceX-Tesla merger has been reinforced, with the question of "when to merge" becoming a focal point of discussion.
Odaily Odaily that ten years ago, Musk believed SpaceX and Tesla had a "weak connection" and insufficient justification for a merger. Now, market discussions have shifted from "whether they will merge" to "when they will merge," with long-term investors believing a merger is inevitable. While Musk hasn't publicly confirmed it, he frequently mentions the "integration" of his businesses, and SpaceX has hinted in filings about a possible large-scale share issuance, fueling speculation about a deal. Both companies have been transitioning towards AI in recent years: Tesla is betting on self-driving cars and humanoid robots, while SpaceX acquired xAI and plans to deploy a space data center. AI is expected to become SpaceX's largest revenue source starting this year. The business ties between the two companies have clearly strengthened; SpaceX disclosed that it purchases batteries and Cybertrucks from Tesla, and Tesla indirectly holds SpaceX equity through the xAI acquisition. Although Musk denied the merger logic a decade ago, in 2025 he acknowledged synergies among the three companies in the field of solar-powered AI satellites—a key technology he sees as "accessing large amounts of solar energy." (Jinshi)
US pre-market news highlights: EDA giants focus on AI chip design; SpaceX officially included in the Nasdaq 100 index; Analysts say AI computing power demand is far from peaking.
Mars Finance reports the following key financial news from the US stock market that investors should pay attention to: 1. US stock index futures showed mixed results. Dow Jones futures rose 0.29%, S&P 500 futures fell 0.15%, and Nasdaq 100 futures fell 0.94%. 2. International oil prices rose slightly. WTI crude oil futures rose 0.61% to $68.967 per barrel; Brent crude oil futures rose 0.74% to $72.526 per barrel. 3. International gold and silver spot prices fluctuated narrowly. Spot gold rose 0.03% to $4166.01 per ounce; spot silver fell 0.64% to $61.62 per ounce. 4. European stock indices all fell. The UK FTSE 100 rose 0.47%, the French CAC 40 rose 0.20%, and the German DAX 30 fell 0.63%. 5. EDA giant Synopsys informed more than 10 chip manufacturers, including Samsung Electronics and SK Hynix, in April and May that it would "suspend" some of its wafer fab manufacturing analysis software, shifting resources to the more profitable AI chip design business. 6. SpaceX, owned by Elon Musk, was officially included in the Nasdaq 100 index today, becoming the first company in the index with a space business at its core. JPMorgan Chase estimates its weight in the index at approximately 1.3%. Wall Street generally gave it an "initial bullish" rating, with a target price as high as $800. 7. Google invested over €400 million in Proxima Fusion, a European nuclear fusion "unicorn" company, with the aim of building a commercial fusion power plant by the 2030s. 8. Anthropic announced a 20-year AI data center lease agreement with AI data center operator TeraWulf. The project has a capacity of approximately 401 megawatts and is expected to be operational in the second half of 2027, reaching full capacity in early 2028. 9. A recent report from semiconductor research firm SemiAnalysis indicates that AI computing power demand is far from peaking. The firm predicts that Meta computing power procurement will accelerate, and capital expenditure may increase significantly next year. 10. Walmart and its Sam's Club announced price reductions on thousands of popular summer items and everyday essentials across the United States. 11. Microsoft raised its Microsoft 365 Enterprise subscription fee earlier this month, with increases ranging from 8% to 33%. Personal and Education versions are currently unaffected. (Cailian Press)
Before Musk could comment, SpaceX president donated 2 million shares, marking the largest corporate donation to the "Trump account."
According to Mars Finance, on July 6th, SpaceX President Gwyneth Shotwell announced on Monday that she and her husband will donate 2 million shares of SpaceX stock to the "Trump Account" program, one share each to over 2 million American children. Based on the current share price of approximately $160, this is worth about $320 million. This move comes just days after Trump publicly predicted that SpaceX would participate in the program. She stated that the donation will target children aged 11 to 17 from lower-income families, with a focus on recipients near her home in central Texas. Previously, Michael Dell and his wife pledged $6.25 billion, Micron Technology pledged $250 million, and BlackRock, Intel, JPMorgan Chase, and others pledged to match their donations at a rate of $1,000 each. Trump previously told CNBC that he expected Musk to also donate SpaceX stock, saying, "I think he will," but Musk has not yet publicly responded. Trump also said his relationship with Musk remained strong, describing the previous disagreements as "a minor friction."
Tim Draper: Two rocket launches failed when investing in SpaceX; the real excess returns come from embracing uncertainty.
According to Mars Finance, on July 6th, renowned venture capitalist Tim Draper stated that his investment philosophy has always been to bet on innovative projects where the market has not yet reached a consensus. He recalled that his venture capital firm, Draper Associates, was one of SpaceX's earliest external investors. After the investment, SpaceX's first two rocket launches ended in failure, but with the success of the third launch, the company eventually attracted a large number of customers with launch costs far lower than NASA's, growing into a company with a market value of over $2 trillion. Regarding AI, Draper stated that although xAI lags behind competitors such as OpenAI and Anthropic in terms of market share and enterprise adoption, he is still more optimistic about xAI, believing that it focuses more on providing real information rather than catering to users. He predicts that the AI industry will undergo a reshuffling similar to that after the dot-com bubble, with true industry giants likely to emerge after the next round of adjustments. Draper believes that innovation requires a free entrepreneurial environment, stating that the United States and Singapore remain the most attractive startup destinations.
SpaceX reportedly tests plans for self-developed mobile phones and mobile communication networks.
PANews reported on July 6th that, according to the Wall Street Journal, SpaceX is exploring larger-scale mobile phone and mobile communications businesses. Investors have already seen a prototype device resembling a mobile phone, thinner than an iPhone, running its own operating system. The report points out that during SpaceX's IPO preparations, President Gwynne Shotwell discussed the possibility of building a terrestrial network to provide mobile services and considered partnerships with carriers. Starlink currently partners with companies like T-Mobile to provide mobile connectivity in remote areas. If it launches its own terminals and builds large-scale terrestrial infrastructure, it will further strengthen its business layout of using satellite-connected mobile devices and put pressure on traditional telecom operators.
Data: SpaceX transfers Bitcoin again after 6 months, completing an $88 test transaction.
According to Mars Finance, Arkham monitoring shows that a wallet address tagged with SpaceX transferred Bitcoin for the first time in six months. This address sent a test transaction of approximately $88 worth of BTC to another SpaceX-tagged address.