--- title: "\"Macro Plan 5.0\" Speculation: Wedbush predicts Tesla and SpaceX may see a historic merger next year" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/280794709.md" description: "Wedbush predicts that Tesla and SpaceX will complete a merger in 2027, potentially becoming one of the largest mergers in history. Analyst Dan Ives points out that the foundation for the business integration between Tesla and SpaceX has been laid, especially with Tesla's investment in xAI, which gives it partial ownership of SpaceX. Despite facing regulatory hurdles, Musk hopes to achieve greater control over the artificial intelligence ecosystem through the merger. Tesla's Master Plan has gradually expanded its strategic vision since its release in 2006" datetime: "2026-03-27T12:51:21.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280794709.md) - [en](https://longbridge.com/en/news/280794709.md) - [zh-HK](https://longbridge.com/zh-HK/news/280794709.md) --- > 支持的语言: [English](https://longbridge.com/en/news/280794709.md) | [繁體中文](https://longbridge.com/zh-HK/news/280794709.md) # "Macro Plan 5.0" Speculation: Wedbush predicts Tesla and SpaceX may see a historic merger next year According to Zhitong Finance APP, for a long time, Tesla (TSLA.US) has articulated its long-term strategic vision through the release of its Master Plan. However, Wedbush Securities believes that the next version of the Master Plan may involve one of the largest mergers and acquisitions in the company's history (by market value). Wedbush predicts that Tesla and SpaceX will complete their merger by 2027. Analyst Dan Ives and his team pointed out that the foundation for the two companies to merge has already been laid. The report emphasizes that earlier this year, Tesla invested $2 billion in xAI, and this investment was converted into shares of SpaceX after xAI was acquired, giving Tesla a partial stake in SpaceX. This transaction initially brought Musk's two companies closer together, but currently, this stake accounts for less than 1% of SpaceX's expected valuation. Ives believes that the recent joint announcement by SpaceX and Tesla to co-build the Terafab super factory further deepens the integration of their businesses. Given the existing business overlaps, the feasibility of merging operations between the two parties is also increasing. He stated, "Although this move will face multiple regulatory hurdles from the U.S. Federal Trade Commission and the Department of Justice, Musk's ultimate goal remains to gradually hold 25% of the company as Tesla enters its most significant growth phase in history." Ultimately, Musk hopes to own and control more of the artificial intelligence ecosystem, and merging SpaceX with Tesla in some way is a key pathway to achieving this goal. It is understood that Tesla's first Master Plan was released in 2006, outlining a clear roadmap: to create high-end electric sports cars, develop affordable electric vehicles based on that, and ultimately promote the widespread adoption of zero-emission transportation and energy solutions. In 2016, Tesla released the second chapter of the Master Plan, expanding its strategic landscape to a complete vehicle matrix, solar roofs, autonomous driving, and a network of self-driving taxis. The third chapter of the Master Plan, released in 2023, focuses on building a large-scale global sustainable energy economy through electrification, renewable energy, and energy storage technologies. The fourth chapter of the Master Plan, to be announced in 2025, will set Tesla's next phase of development focus on "sustainable prosperity" and promote large-scale industrial transformation ### 相关股票 - [Tesla (TSLA.US)](https://longbridge.com/zh-CN/quote/TSLA.US.md) - [GraniteShares 1.25 Long TSLA Daily ETF (TSL.US)](https://longbridge.com/zh-CN/quote/TSL.US.md) - [T-Rex 2X Long Tesla Daily Target ETF (TSLT.US)](https://longbridge.com/zh-CN/quote/TSLT.US.md) - [AXS TSLA Bear Daily ETF (TSLQ.US)](https://longbridge.com/zh-CN/quote/TSLQ.US.md) - [Direxion Daily TSLA Bull 2X Shares (TSLL.US)](https://longbridge.com/zh-CN/quote/TSLL.US.md) - [Simplify Volt TSLA Revolution ETF (TESL.US)](https://longbridge.com/zh-CN/quote/TESL.US.md) - [GraniteShares 2x Long TSLA Daily ETF (TSLR.US)](https://longbridge.com/zh-CN/quote/TSLR.US.md) - [Leverage Shares 2X Long TSLA Daily ETF (TSLG.US)](https://longbridge.com/zh-CN/quote/TSLG.US.md) - [GraniteShares 2x Short TSLA Daily ETF (TSDD.US)](https://longbridge.com/zh-CN/quote/TSDD.US.md) - [XI2CSOPTSLA-U (09366.HK)](https://longbridge.com/zh-CN/quote/09366.HK.md) - [XL2CSOPTSLA (07766.HK)](https://longbridge.com/zh-CN/quote/07766.HK.md) - [XI2CSOPTSLA (07366.HK)](https://longbridge.com/zh-CN/quote/07366.HK.md) ## 相关资讯与研究 - [Tesla First Quarter 2026 Production, Deliveries & Deployments | TSLA Stock News](https://longbridge.com/zh-CN/news/281529738.md) - [Tesla's First Quarter EV Sales: Analysts Project Modest Gains](https://longbridge.com/zh-CN/news/281225239.md) - [Tesla’s sales recover slightly, but the trend lines are all bad](https://longbridge.com/zh-CN/news/281541012.md) - [Tesla, Inc. $TSLA Shares Sold by BTC Capital Management Inc.](https://longbridge.com/zh-CN/news/281321406.md) - [The Tesla Model S And Model X Are Officially Dead](https://longbridge.com/zh-CN/news/281317969.md)