Recently, there has been widespread discussion about Musk concepts in the market, and the buzz is indeed high. Among his six companies, the first four have basically been炒过一轮, but the last two still have room for imagination. I have整理了一遍 this产业链, and indeed see some可能被催化的机会.

Let's first look at the布局 of these 6 companies: Tesla is responsible for新能源 and humanoid robots, SpaceX focuses on commercial航天 and satellite networking, xAI and X.Corp are benchmarks for人工智能应用平台, Neuralink specializes in brain-machine interface技术, SolarCity做家用光伏发电, and The Boring Company is innovating in tunnel挖掘 and地下交通领域.

No need to say much about the first four; currently, these fields are热点 in the market, attracting attention from机构 and散户 alike. Let's重点看看 the两个被忽视的细分赛道 behind.

**家庭光伏 this part**

If Musk's Solar Roof真的在国内落地, how will this商业模式 play out? First, upstream供应链 will benefit. Yamaton, as the core供应商 for Tesla's光伏屋顶玻璃, has very大订单弹性; once a large合作确认, the股价可能会有反应. Xiusheng股份 is also a光伏玻璃 player, with involvement in Tesla-related业务. Downstream, Xinpeng股份 makes储能结构件, supporting家庭光伏+储能系统, which is also promising. Sunshine Power is a leading企业 in户用光伏逆变器, with储能优势, making such综合性企业 more抗风险.

In terms of催化因素, if Musk's team官宣 Solar Roof的国内合作 or建厂计划, then供应链公司 will definitely get large订单. Coupled with national政策 support for户用光伏补贴,推进整县试点范围扩大, and简化电网接入流程,政策 will further open市场天花板.

**地下隧道 this领域**

The Boring Company's核心技术 is低真空管道 and磁悬浮. If this系统 is to be applied domestically, it requires a complete产业链 to support. Lewei makes磁悬浮配套部件, closely related to低真空管道试验线. Bofei Electric specializes in磁悬浮绝缘材料, which is核心材料 for tunnel交通, with high技术壁垒. Xinzhu股份 has内嵌式磁悬浮整车技术储备 and示范项目落地经验. For a稳健的选择, China Railway作为大型隧道工程的龙头企业,虽然体量大反应不会特别快, but long-term布局没有问题.

From催化信号, if The Boring Company获得大额订单 or上市计划曝光, or if it达成合作协议 with a domestic city, then整个产业链 will be激活. Domestic efforts are also underway to推进低真空管道磁浮试验线建设. Once地下隧道示范项目官宣, the相关标的 will have stories to tell.

Overall, these两个赛道 currently don't attract as much关注 as the earlier热点, but if Musk's actions逐步落地, coupled with domestic政策 support, the反转机会确实存在. It’s wise to囤点相关标的, at least不会吃亏.