七风哥哥
11-21
中国公司拿什么竞争？靠嘴？？？
太空算力新赛道：马斯克领跑，谷歌布局，中国公司亦展太空计算实力
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
tom33
11-25
tom33
样样抄袭，马斯克搞什么，就跟着抄作业
什么也没有了～
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":502373756519056,"tweetId":"502373756519056","gmtCreate":1763668159125,"gmtModify":1763668161533,"author":{"id":3500646460202211,"idStr":"3500646460202211","authorId":3500646460202211,"authorIdStr":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.21","exceedPercentage":"93.83%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":22,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>中国公司拿什么竞争？靠嘴？？？</p></body></html>","htmlText":"<html><head></head><body><p>中国公司拿什么竞争？靠嘴？？？</p></body></html>","text":"中国公司拿什么竞争？靠嘴？？？","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/502373756519056","repostId":2585881152,"repostType":2,"repost":{"id":"2585881152","kind":"news","pubTimestamp":1763663887,"share":"https://www.laohu8.com/m/news/2585881152?lang=zh_CN&edition=full","pubTime":"2025-11-21 02:38","market":"us","language":"zh","title":"太空算力新赛道：马斯克领跑，谷歌布局，中国公司亦展太空计算实力","url":"https://stock-news.laohu8.com/highlight/detail?id=2585881152","media":"ITBEAR科技资讯","summary":"马斯克近日在X平台透露，星舰的出现为大规模部署太阳能人工智能卫星创造了条件。这一表态被视为对谷歌计划使用核能运行部分AI运营的回应。其GPU算力较现有太空运算设施提升100倍。若项目启动，谷歌将成为首家建立太空数据中心的企业。中国在太空计算领域亦取得突破。2025年5月，国星宇航与之江实验室联合发射的全球首个太空计算卫星星座顺利入轨。预计未来两年，中国将加速卫星发射进程。","content":"<html><body><article><p>马斯克近日在X平台透露，星舰的出现为大规模部署太阳能人工智能卫星创造了条件。他认为，这是目前唯一能实现每年部署1太瓦人工智能算力的可行路径。这一表态被视为对<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>计划使用核能运行部分AI运营的回应。此前，马斯克曾表示，SpaceX计划在太空建设数据中心，通过扩大配备高速激光链路的Starlink V3卫星规模来实现这一目标。</p><p>电力供应短缺正成为全球AI数据中心建设的核心挑战。咨询公司富事高咨询预测，美国数据中心的能源需求将在2027年前接近翻倍，大型数据中心的用电需求已使电网容量达到极限。在此背景下，将数据中心转移至太空的构想正吸引越来越多科技企业的关注。</p><p>美国StarCloud公司于11月2日成功发射技术试验星，该卫星搭载<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>H100芯片与<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>Gemini大模型，重量60公斤，体积与小型冰箱相当。其GPU算力较现有太空运算设施提升100倍。该公司计划构建一座5吉瓦的轨道数据中心，配备超大型<a href=\"https://laohu8.com/S/000591\">太阳能</a>和冷却电池板，宽度和长度均约4公里。联合创始人菲利普·约翰斯顿指出，太空数据中心无需用水冷却，也不依赖电池或备用电源，其可再生能源成本极低，仅需承担发射费用，全生命周期碳排放较地面数据中心减少90%。</p><p>谷歌近期提出“捕日者”研究项目，计划将张量处理单元（TPU）搭载于配备太阳能电池板的卫星上。这些电池板可实现近乎持续发电，效率是地面同类设备的八倍。若项目启动，谷歌将成为首家建立太空数据中心的企业。该公司还宣布，将于2027年前与Planet公司合作发射多颗原型卫星，用于轨道硬件测试。</p><p>中国在太空计算领域亦取得突破。2025年5月，国星宇航与之江实验室联合发射的全球首个太空计算卫星<a href=\"https://laohu8.com/S/STZ\">星座</a>顺利入轨。该星座包含12颗计算卫星，搭载80亿参数天基模型，具备在轨处理L0-L4级卫星数据的能力，可执行异轨卫星激光接入、天文观测等任务。此项目标志着“星算”计划与“三体计算星座”的正式启动。</p><p>商业<a href=\"https://laohu8.com/S/000901\">航天</a>领域的竞争正日益激烈。业内分析指出，美国已发射超1万颗卫星并完成组网，星链系统在俄乌冲突中发挥了关键作用。预计未来两年，中国将加速卫星发射进程。有市场观点认为，若错过今年人工智能GPU的行情，明年商业航空<a href=\"https://laohu8.com/S/00031\">航天</a>领域或迎来重大发展机遇。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>太空算力新赛道：马斯克领跑，谷歌布局，中国公司亦展太空计算实力</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n太空算力新赛道：马斯克领跑，谷歌布局，中国公司亦展太空计算实力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-21 02:38 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511210332079511209b&s=b><strong>ITBEAR科技资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克近日在X平台透露，星舰的出现为大规模部署太阳能人工智能卫星创造了条件。他认为，这是目前唯一能实现每年部署1太瓦人工智能算力的可行路径。这一表态被视为对谷歌计划使用核能运行部分AI运营的回应。此前，马斯克曾表示，SpaceX计划在太空建设数据中心，通过扩大配备高速激光链路的Starlink V3卫星规模来实现这一目标。电力供应短缺正成为全球AI数据中心建设的核心挑战。咨询公司富事高咨询预测，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511210332079511209b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","USJW.SI":"ALPHAB 3xLongSG261006","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","GOOGL":"谷歌A","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","NVDA":"英伟达","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","TSYW.SI":"TESLA 3xLongSG261006","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","GOOG":"谷歌","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY \"A4\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","UFO":"Procure Space ETF","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","DXYZ":"Destiny Tech100 Inc","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","BK4543":"AI","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4511":"特斯拉概念","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","TSLA":"特斯拉","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511210332079511209b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2585881152","content_text":"马斯克近日在X平台透露，星舰的出现为大规模部署太阳能人工智能卫星创造了条件。他认为，这是目前唯一能实现每年部署1太瓦人工智能算力的可行路径。这一表态被视为对谷歌计划使用核能运行部分AI运营的回应。此前，马斯克曾表示，SpaceX计划在太空建设数据中心，通过扩大配备高速激光链路的Starlink V3卫星规模来实现这一目标。电力供应短缺正成为全球AI数据中心建设的核心挑战。咨询公司富事高咨询预测，美国数据中心的能源需求将在2027年前接近翻倍，大型数据中心的用电需求已使电网容量达到极限。在此背景下，将数据中心转移至太空的构想正吸引越来越多科技企业的关注。美国StarCloud公司于11月2日成功发射技术试验星，该卫星搭载英伟达H100芯片与谷歌Gemini大模型，重量60公斤，体积与小型冰箱相当。其GPU算力较现有太空运算设施提升100倍。该公司计划构建一座5吉瓦的轨道数据中心，配备超大型太阳能和冷却电池板，宽度和长度均约4公里。联合创始人菲利普·约翰斯顿指出，太空数据中心无需用水冷却，也不依赖电池或备用电源，其可再生能源成本极低，仅需承担发射费用，全生命周期碳排放较地面数据中心减少90%。谷歌近期提出“捕日者”研究项目，计划将张量处理单元（TPU）搭载于配备太阳能电池板的卫星上。这些电池板可实现近乎持续发电，效率是地面同类设备的八倍。若项目启动，谷歌将成为首家建立太空数据中心的企业。该公司还宣布，将于2027年前与Planet公司合作发射多颗原型卫星，用于轨道硬件测试。中国在太空计算领域亦取得突破。2025年5月，国星宇航与之江实验室联合发射的全球首个太空计算卫星星座顺利入轨。该星座包含12颗计算卫星，搭载80亿参数天基模型，具备在轨处理L0-L4级卫星数据的能力，可执行异轨卫星激光接入、天文观测等任务。此项目标志着“星算”计划与“三体计算星座”的正式启动。商业航天领域的竞争正日益激烈。业内分析指出，美国已发射超1万颗卫星并完成组网，星链系统在俄乌冲突中发挥了关键作用。预计未来两年，中国将加速卫星发射进程。有市场观点认为，若错过今年人工智能GPU的行情，明年商业航空航天领域或迎来重大发展机遇。","news_type":1,"symbols_score_info":{"UFO":0.6,"GOOG":1.5,"GOOGL":1.5,"DXYZ":1.5,"NVDA":0.9,"USJW.SI":0.6,"TSLA":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":509,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":26,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":503741927432240,"commentId":"503741927432240","gmtCreate":1764006958868,"gmtModify":1764006963318,"authorId":3575336049872142,"author":{"id":3575336049872142,"idStr":"3575336049872142","authorId":3575336049872142,"name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":502373756519056,"objectIdStr":"502373756519056","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"样样抄袭，马斯克搞什么，就跟着抄作业","text":"样样抄袭，马斯克搞什么，就跟着抄作业","html":"样样抄袭，马斯克搞什么，就跟着抄作业","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/502373756519056"}
精彩评论