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Musk hints at Tesla-SpaceX merger on Q2 2026 earnings call, points to Terafab overlap马斯克在特斯拉2026年二季度财报电话会上暗示特斯拉-SpaceX合并，提及Terafab项目重叠

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On Tesla's Q2 2026 earnings call (Jul 22, 2026), Wells Fargo analyst Colin Rusch asked Elon Musk whether he sees "synergies eventually from combining" Tesla and SpaceX; Musk did not reject the premise, saying the two companies show "more and more overlap" across many collaborations.
Musk singled out Terafab as an example, calling it "really going to be a gigantic project," but said talk of "combining companies" can't happen on an earnings call and must go through "the appropriate process," deferring to Tesla's general counsel.
The remarks are the closest Musk has come to directly addressing long-running Tesla-SpaceX merger speculation, underscoring how cross-company projects like Terafab are increasingly blurring the line between Tesla's manufacturing operations and his other ventures.

在特斯拉2026年第二季度财报电话会（2026年7月22日）上，富国银行分析师Colin Rusch问马斯克是否看到特斯拉与SpaceX"最终合并的协同效应"；马斯克没有否认这一前提，称两家公司在多项合作中"重叠越来越多"。
马斯克特别提到Terafab项目，称其"将会是一个巨大的项目"，但表示"合并公司"这类话题不能在财报电话会上谈，必须经过"适当的流程"，并将此事交由特斯拉总法律顾问处理。
这是马斯克迄今为止最接近正面回应特斯拉-SpaceX合并传闻的一次表态，也凸显出Terafab等跨公司项目正在让特斯拉的制造业务与马斯克旗下其他企业的界限日益模糊。

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