{"id":125829,"date":"2026-06-22T11:23:10","date_gmt":"2026-06-22T11:23:10","guid":{"rendered":"https:\/\/www.europesays.com\/cz\/125829\/"},"modified":"2026-06-22T11:23:10","modified_gmt":"2026-06-22T11:23:10","slug":"tesla-a-spacex-pod-jednou-strechou-spekulace-o-spojeni-sili","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/cz\/125829\/","title":{"rendered":"Tesla a\u00a0SpaceX pod jednou st\u0159echou? Spekulace o\u00a0spojen\u00ed s\u00edl\u00ed"},"content":{"rendered":"

\u010ctete uk\u00e1zku z\u00a0newsletteru Parket, ve kter\u00e9m Luk\u00e1\u0161 Vo\u017een\u00edlek p\u0159in\u00e1\u0161\u00ed ty nejd\u016fle\u017eit\u011bj\u0161\u00ed novinky ze z\u00e1kulis\u00ed finan\u010dn\u00edch trh\u016f. Pokud v\u00e1s zaj\u00edm\u00e1 v\u00fdvoj burzovn\u00edch index\u016f, cen komodit \u010di m\u011bnov\u00fdch kurz\u016f, p\u0159ihlaste se k\u00a0odb\u011bru<\/a> a\u00a0cel\u00fd newsletter budete ka\u017ed\u00e9 pond\u011bl\u00ed dost\u00e1vat do sv\u00e9 e-mailov\u00e9 schr\u00e1nky.<\/p>\n

\u00davahy o\u00a0mo\u017en\u00e9m spojen\u00ed automobilky Tesla a\u00a0vesm\u00edrn\u00e9 spole\u010dnosti SpaceX, kter\u00e9 ob\u011b \u0159\u00edd\u00ed Elon Musk, u\u017e nep\u016fsob\u00ed jako zcela nere\u00e1ln\u00fd sc\u00e9n\u00e1\u0159. Pozornost vzbudil mimo jin\u00e9 v\u00fdvoj na americk\u00e9 platform\u011b Kalshi, kde lid\u00e9 obchoduj\u00ed s\u00a0kontrakty zalo\u017een\u00fdmi na tom, zda ur\u010dit\u00e1 ud\u00e1lost nastane, \u010di nikoliv.<\/p>\n

V tomto p\u0159\u00edpad\u011b s\u00e1zej\u00ed na to, zda Tesla a\u00a0SpaceX do ur\u010dit\u00e9ho data ozn\u00e1m\u00ed f\u00fazi. Z\u00a0ceny kontrakt\u016f lze p\u0159ibli\u017en\u011b odvodit, jakou pravd\u011bpodobnost \u00fa\u010dastn\u00edci trhu dan\u00e9mu v\u00fdsledku p\u0159ikl\u00e1daj\u00ed. V\u00a0polovin\u011b \u010dervna se pohybovala kolem 50\u00a0procent pro sc\u00e9n\u00e1\u0159, \u017ee firmy do 1.\u00a0dubna 2027\u00a0zve\u0159ejn\u00ed z\u00e1vaznou dohodu o\u00a0spojen\u00ed.<\/p>\n

To ov\u0161em neznamen\u00e1, \u017ee by do tohoto term\u00ednu musela b\u00fdt transakce dokon\u010dena. Pro kladn\u00e9 vyhodnocen\u00ed kontraktu by sta\u010dilo ozn\u00e1men\u00ed podepsan\u00e9 dohody, i\u00a0kdyby jej\u00ed uskute\u010dn\u011bn\u00ed pozd\u011bji zablokovali regul\u00e1to\u0159i nebo akcion\u00e1\u0159i.<\/p>\n

Spekulace se neop\u00edraj\u00ed pouze o\u00a0s\u00e1zkovou platformu Kalshi. Agentura Bloomberg u\u017e v\u00a0lednu uvedla, \u017ee SpaceX prov\u011b\u0159ovala mo\u017enost spojen\u00ed s\u00a0Teslou. Sou\u010dasn\u011b se jednalo o\u00a0propojen\u00ed SpaceX s\u00a0Muskovou spole\u010dnost\u00ed xAI, kter\u00e1 vyvinula model um\u011bl\u00e9 inteligence Grok a\u00a0ovl\u00e1dala soci\u00e1ln\u00ed s\u00ed\u0165 X. Tato transakce se pozd\u011bji uskute\u010dnila.<\/p>\n

T\u00edm se potvrdilo, \u017ee Musk sv\u00e9 firmy nevn\u00edm\u00e1 jako zcela odd\u011blen\u00e9 projekty a\u00a0je ochoten mezi nimi p\u0159esouvat kapit\u00e1l, technologie i\u00a0kontrolu. P\u0159\u00edpadn\u00ed f\u00faze s\u00a0Teslou by tak zapadala do \u0161ir\u0161\u00edho trendu postupn\u00e9ho propojov\u00e1n\u00ed jeho podnik\u016f.<\/p>\n

Burza rozjela spekulace<\/p>\n

Dal\u0161\u00ed vlnu spekulac\u00ed vyvolal rekordn\u00ed vstup SpaceX na burzu 12.\u00a0\u010dervna. Firma p\u0159i nejv\u011bt\u0161\u00ed prim\u00e1rn\u00ed nab\u00eddce akci\u00ed v\u00a0historii z\u00edskala 75\u00a0miliard dolar\u016f. Ocen\u011bn\u00ed SpaceX dos\u00e1hlo p\u0159ibli\u017en\u011b 1,77\u00a0bilionu dolar\u016f a\u00a0b\u011bhem prvn\u00edho dne obchodov\u00e1n\u00ed p\u0159ekro\u010dilo dva biliony.<\/p>\n

Analytik spole\u010dnosti Wedbush Securities Dan Ives o\u010dek\u00e1v\u00e1, \u017ee pr\u00e1v\u011b vstup SpaceX na burzu bude jedn\u00edm z\u00a0krok\u016f vedouc\u00edch k\u00a0\u0161ir\u0161\u00edmu propojen\u00ed Muskov\u00fdch firem. \u201eMysl\u00edm, \u017ee t\u00edmto postupem projdou a\u00a0nakonec dojde ke spojen\u00ed. D\u00e1v\u00e1m tomu pravd\u011bpodobnost kolem 80\u00a0a\u017e 90\u00a0procent,\u201c uvedl. Dokon\u010den\u00ed transakce by podle n\u011bj mohlo p\u0159ij\u00edt v\u00a0prvn\u00ed polovin\u011b roku 2027.<\/p>\n

Smysl takov\u00e9ho obchodu nespo\u010d\u00edv\u00e1 v\u00a0prost\u00e9m propojen\u00ed automobil\u016f s\u00a0raketami. Tesla vyv\u00edj\u00ed autonomn\u00ed \u0159\u00edzen\u00ed, robotaxi, \u010dipy a\u00a0humanoidn\u00edho robota Optimus. SpaceX provozuje satelitn\u00ed s\u00ed\u0165 Starlink, buduje kosmickou infrastrukturu a\u00a0po p\u0159evzet\u00ed xAI zast\u0159e\u0161uje tak\u00e9 model Grok a\u00a0rozs\u00e1hl\u00e9 v\u00fdpo\u010detn\u00ed kapacity. Spole\u010dn\u00e1 firma by mohla snadn\u011bji sd\u00edlet v\u00fdvoj\u00e1\u0159e, data, kapit\u00e1l, \u010dipy i\u00a0n\u00e1kladn\u00e1 datov\u00e1 centra.<\/p>\n

Mo\u017enost budouc\u00edho spojen\u00ed nevylou\u010dila ani prezidentka SpaceX Gwynne Shotwellov\u00e1. \u201eNen\u00ed pochyb o\u00a0tom, \u017ee mezi Teslou a\u00a0SpaceX budou v\u00a0budoucnu existovat synergie. To, \u010deho se ob\u011b firmy sna\u017e\u00ed dos\u00e1hnout, se postupn\u011b sbli\u017euje,\u201c \u0159ekla televizi CNBC. P\u0159\u00edpadn\u00e1 f\u00faze by podle n\u00ed \u201emohla Elonovi trochu usnadnit \u017eivot\u201c.<\/p>\n

F\u00faze, nebo z\u00e1chrana Tesly?<\/p>\n

Podstatn\u011b kriti\u010dt\u011bji se na mo\u017enou transakci d\u00edv\u00e1 investor Ross Gerber, \u0161\u00e9f spole\u010dnosti Gerber Kawasaki Wealth & Investment Management. Podle n\u011bj by nemuselo j\u00edt o\u00a0spojen\u00ed rovnocenn\u00fdch partner\u016f, ale sp\u00ed\u0161e o\u00a0z\u00e1chrannou operaci pro automobilku, kter\u00e1 \u010del\u00ed s\u00edl\u00edc\u00ed konkurenci na trhu elektromobil\u016f a\u00a0vysok\u00fdm v\u00fddaj\u016fm na nov\u00e9 technologie.<\/p>\n

\u201eVypad\u00e1 to sp\u00ed\u0161 tak, \u017ee SpaceX Teslu zachr\u00e1n\u00ed t\u00edm, \u017ee ji koup\u00ed, ne\u017e \u017ee p\u016fjde o\u00a0skute\u010dnou f\u00fazi,\u201c napsal Gerber na s\u00edti X. Podobn\u011b jako v\u00a0p\u0159\u00edpad\u011b xAI a\u00a0n\u011bkdej\u0161\u00edho Twitteru podle n\u011bj Musk nakonec sv\u00e9 podniky soust\u0159ed\u00ed do jednoho celku.<\/p>\n

<\/a><\/p>\n

\u00dapln\u00e1 transakce by mohla m\u00edt podobu p\u0159evzet\u00ed Tesly v\u00fdm\u011bnou za akcie SpaceX nebo vzniku nov\u00e9 zast\u0159e\u0161uj\u00edc\u00ed spole\u010dnosti, kter\u00e1 by vlastnila oba podniky. M\u00e9n\u011b radik\u00e1ln\u00ed variantou by bylo dal\u0161\u00ed kapit\u00e1lov\u00e9 propojen\u00ed, spole\u010dn\u00fd v\u00fdvoj \u010dip\u016f, vyu\u017eit\u00ed Starlinku ve vozech Tesla nebo dod\u00e1vky bateriov\u00fdch \u00falo\u017ei\u0161\u0165 pro infrastrukturu SpaceX.<\/p>\n

Proti rychl\u00e9 f\u00fazi v\u0161ak stoj\u00ed p\u0159edev\u0161\u00edm ot\u00e1zka ocen\u011bn\u00ed. P\u0159i v\u00fdm\u011bn\u011b akci\u00ed by bylo nutn\u00e9 rozhodnout, jak velk\u00fd pod\u00edl v\u00a0nov\u00e9 spole\u010dnosti p\u0159ipadne akcion\u00e1\u0159\u016fm Tesly a\u00a0jak\u00fd vlastn\u00edk\u016fm SpaceX.<\/p>\n

\u010c\u00edm vy\u0161\u0161\u00ed hodnotu by z\u00edskala jedna strana, t\u00edm men\u0161\u00ed \u010d\u00e1st spole\u010dn\u00e9ho podniku by z\u016fstala druh\u00e9. Pr\u00e1v\u011b spor o\u00a0tento pom\u011br by se mohl st\u00e1t jednou z\u00a0hlavn\u00edch p\u0159ek\u00e1\u017eek transakce.<\/p>\n

Situaci d\u00e1le komplikuje st\u0159et z\u00e1jm\u016f. Musk je \u0161\u00e9fem a\u00a0v\u00fdznamn\u00fdm akcion\u00e1\u0159em na obou stran\u00e1ch p\u0159\u00edpadn\u00e9ho obchodu, tak\u017ee jeho podm\u00ednky by musely posoudit nez\u00e1visl\u00e9 v\u00fdbory a\u00a0schv\u00e1lit akcion\u00e1\u0159i. Dal\u0161\u00ed ot\u00e1zky by mohly vyvolat citliv\u00e9 zak\u00e1zky SpaceX pro americkou vl\u00e1du a\u00a0rozs\u00e1hl\u00e9 aktivity Tesly v\u00a0\u010c\u00edn\u011b.<\/p>\n

V pln\u00e9 verzi newsletteru Parket v\u017edy najdete i\u00a0souhrn nejd\u016fle\u017eit\u011bj\u0161\u00edch zpr\u00e1v z\u00a0oblasti akciov\u00fdch trh\u016f a\u00a0makroekonomick\u00fdch trend\u016f, investi\u010dn\u00ed tipy odborn\u00edk\u016f nebo novinky z\u00a0pra\u017esk\u00e9 burzy. P\u0159ihlaste se k\u00a0odb\u011bru<\/a>, aby v\u00e1m nic d\u016fle\u017eit\u00e9ho neuniklo.<\/p>\n","protected":false},"excerpt":{"rendered":"\u010ctete uk\u00e1zku z\u00a0newsletteru Parket, ve kter\u00e9m Luk\u00e1\u0161 Vo\u017een\u00edlek p\u0159in\u00e1\u0161\u00ed ty nejd\u016fle\u017eit\u011bj\u0161\u00ed novinky ze z\u00e1kulis\u00ed finan\u010dn\u00edch trh\u016f. Pokud v\u00e1s…\n","protected":false},"author":2,"featured_media":31094,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[12],"tags":[67,68,461,4141,15533,3887,462,1607,1011],"class_list":["post-125829","post","type-post","status-publish","format-standard","has-post-thumbnail","category-byznys","tag-business","tag-byznys","tag-elon-musk","tag-fuze","tag-grok-chatbot","tag-newsletter-parket","tag-spacex","tag-starlink","tag-tesla"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/116793508269311269","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/125829","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/comments?post=125829"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/125829\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/31094"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=125829"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=125829"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=125829"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}