股票害人啊的个人主页 - 老虎社区

股票害人啊

股票害人啊

少输当赢，少赔当赚。一定相信和坚持第一判断。

IP属地：海外

140关注

26粉丝

2主题

0勋章

股票害人啊

10-02

$SpaceX(SPCX)$ 最多50，不能再多了

股票害人啊

10-01

$SpaceX(SPCX)$ 骂你垃圾都侮辱垃圾

股票害人啊

10-01

$SpaceX(SPCX)$ 又是即将开启暴跌的一天

股票害人啊

10-01

$SpaceX(SPCX)$ 怎么还不死啊。怎么还不破产啊。早破产早超生了。

股票害人啊

09-30

$SpaceX(SPCX)$ 能不能突然开始暴跌啊，每天都跌个百分之十几，这种垃圾

股票害人啊

09-29

涨个p，明明就是割韭菜讲的故事

SpaceX星舰首次入轨，华尔街齐声看涨：背后的算力租赁打开估值想象空间

股票害人啊

09-29

$SpaceX(SPCX)$ 跌死算了，一路狂泻到一分钱吧！

股票害人啊

09-29

$SpaceX(SPCX)$ 废物！废物！废物！

股票害人啊

09-28

$SpaceX(SPCX)$ 又萎了啊

股票害人啊

09-24

$SpaceX(SPCX)$ 400[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑]

股票害人啊

09-18

$英伟达(NVDA)$ 我靠，怎么一点都涨不动啊......正股期权都没得玩，正股来来回回磨几块钱，期权一个深套就这点涨幅也没用。好烦好烦。

股票害人啊

07-03

$特斯拉(TSLA)$ 马斯克是真贱啊

股票害人啊

07-02

$特斯拉(TSLA)$ 马斯克你**去吧！

股票害人啊

06-17

$特斯拉(TSLA)$ 死去吧

股票害人啊

06-17

$英伟达(NVDA)$ **垃圾，就是浪费时间

股票害人啊

06-13

$特斯拉(TSLA)$ 死了算了

股票害人啊

06-13

$特斯拉(TSLA)$ 是要死了吗

股票害人啊

06-11

这是没谈拢啊

伊朗对所有船只关闭霍尔木兹海峡

股票害人啊

05-13

$Palantir Technologies Inc.(PLTR)$ 这臭**

股票害人啊

04-26

当个总统当的连着被自己国家人民杀，这才第一年，这口子开了两次了。现在是单人的，难保以后会不会出现成群结队的。

回应晚宴枪击，特朗普自嘲：当总统太危险，早知道不选了

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骂你垃圾都侮辱垃圾","text":"$SpaceX(SPCX)$ 骂你垃圾都侮辱垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/613753292988736","isVote":1,"tweetType":1,"viewCount":1236,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4184582012149752","authorId":"4184582012149752","name":"荣叔叔的老虎大逃亡","avatar":"https://static.tigerbbs.com/a1e1a4fcd4e353fc78191ebcb8feb70a","crmLevel":2,"crmLevelSwitch":0,"idStr":"4184582012149752","authorIdStr":"4184582012149752"},"content":"玩不起别玩了，丢人现眼","text":"玩不起别玩了，丢人现眼","html":"玩不起别玩了，丢人现眼"},{"author":{"id":"4184582012149752","authorId":"4184582012149752","name":"荣叔叔的老虎大逃亡","avatar":"https://static.tigerbbs.com/a1e1a4fcd4e353fc78191ebcb8feb70a","crmLevel":2,"crmLevelSwitch":0,"idStr":"4184582012149752","authorIdStr":"4184582012149752"},"content":"谁，哪个，买了多少，有没有重仓，和你丢人现眼毫无关系，还是那句话，玩不起就滚蛋，滚回你该去的地方去。","text":"谁，哪个，买了多少，有没有重仓，和你丢人现眼毫无关系，还是那句话，玩不起就滚蛋，滚回你该去的地方去。","html":"谁，哪个，买了多少，有没有重仓，和你丢人现眼毫无关系，还是那句话，玩不起就滚蛋，滚回你该去的地方去。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613752813248864,"gmtCreate":1790861189145,"gmtModify":1790861193615,"author":{"id":"3433157016383075","authorId":"3433157016383075","name":"股票害人啊","avatar":"https://static.tigerbbs.com/b843b1d115e0bd4d43d8f300c985dca9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3433157016383075","authorIdStr":"3433157016383075"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 能不能突然开始暴跌啊，每天都跌个百分之十几，这种垃圾","text":"$SpaceX(SPCX)$ 能不能突然开始暴跌啊，每天都跌个百分之十几，这种垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613424482972376","isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613053419458872,"gmtCreate":1790690438277,"gmtModify":1790691023633,"author":{"id":"3433157016383075","authorId":"3433157016383075","name":"股票害人啊","avatar":"https://static.tigerbbs.com/b843b1d115e0bd4d43d8f300c985dca9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3433157016383075","authorIdStr":"3433157016383075"},"themes":[],"title":"","htmlText":"涨个p，明明就是割韭菜讲的故事","listText":"涨个p，明明就是割韭菜讲的故事","text":"涨个p，明明就是割韭菜讲的故事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613053419458872","repostId":"2671292189","repostType":2,"repost":{"id":"2671292189","kind":"news","pubTimestamp":1790671557,"share":"https://www.laohunote.com/m/news/2671292189?lang=zh_CN&edition=full","pubTime":"2026-09-29 16:45","market":"fut","language":"zh","title":"SpaceX星舰首次入轨，华尔街齐声看涨：背后的算力租赁打开估值想象空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2671292189","media":"智通财经","summary":"智通财经APP获悉，9月28日，SpaceX星舰第 14 次综合试飞从得克萨斯州星港基地升空，首次进入地球轨道，并通过飞船上被称为“糖果分配器”的部署机构释放了 26 颗第三代星链卫星。市场看重的显然不只是这一次发射，华尔街投行纷纷表示看涨。据SpaceX技术说明，单次星舰发射可将约 20 倍于猎鹰 9 号发射 V2 卫星的容量送入星座。","content":"<html><head></head><body><p style=\"text-align: left;\">9月28日，<a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>星舰第 14 次综合试飞从得克萨斯州星港基地升空，首次进入地球轨道，并通过飞船上被称为“糖果分配器”的部署机构释放了 26 颗第三代星链(Starlink V3)卫星。市场看重的显然不只是这一次发射，华尔街投行纷纷表示看涨。</p><p style=\"text-align: left;\">TD Cowen 周一启动覆盖，给出“买入”评级和 200 美元目标价;连同加拿大皇家银行(RBC)、Clear Street、里昂证券(CLSA)，四家机构的目标价区间为 200 至 250 美元，按周一收盘价计算对应约 37% 至 72% 的上行空间。而在这轮看多里，被反复提起的不是火箭，是算力租赁。</p><h2 id=\"id_1040255125\">星舰首次入轨：卫星全部部署，飞了两圈就返航</h2><p style=\"text-align: left;\">据报道，本次使用的是 B21 助推器与 S41 飞船，均属第三代星舰系统;飞船六台发动机中有一台发生故障，直播解说一度判断无法入轨，工程团队重新评估后确认仍可尝试入轨点火。发射约 25 分钟后星舰入轨，随后用约半小时逐颗释放卫星，公司与 26 颗卫星全部建立联系，马斯克确认所有卫星正常运行。</p><p style=\"text-align: left;\">飞行并非无瑕。上升段一台发动机提前关闭，原计划在约 275 公里高度绕地球飞行约 6 圈、总时长接近 10 小时的任务，最终缩短至约 3 小时、仅完成 2 圈，上面级剩余发动机延长点火以作补偿。超重助推器在墨西哥湾溅落，此次未尝试用发射塔机械臂回收;飞船完成首次离轨点火，在智利以西的<a href=\"https://laohu8.com/S/601099\">太平洋</a>预定海域溅落。</p><p style=\"text-align: left;\">这一飞的分量在于：自 2023 年首次综合试飞以来，此前 13 次试飞全部停留在亚轨道，入轨是运载火箭的基本门槛。航空<a href=\"https://laohu8.com/S/603698\">航天工程</a>师迪恩·斯莱登称，把 26 颗 V3 卫星送入目标轨道是一场“巨大胜利”，也标志星舰首次执行创收商业飞行——这批卫星价值数百万美元。乔治城大学安全与新兴技术中心高级分析师凯瑟琳·柯利的态度则更克制：任务取得显著进展但不算“超级成功”，“从 SpaceX 自己的指标和目标看，他们没有完成 10 小时飞行，发动机也确实出了问题”。</p><p style=\"text-align: left;\"><strong>单星 1 Tbps：V3 带来的容量跳变</strong></p><p style=\"text-align: left;\">据 SpaceX 向监管机构提交的文件，V3 卫星设计下行容量约 1 Tbps，相当于每颗可支撑约 1 万户家庭同时跑满百兆宽带，上行容量 160 Gbps;相较 V2，下行提升约 10 倍、上行提升约 22 倍，天线支持 2,048 个上下行波束(V2 的相控阵为 192 个下行、144 个上行)。据SpaceX技术说明，单次星舰发射可将约 20 倍于猎鹰 9 号发射 V2 卫星的容量送入<a href=\"https://laohu8.com/S/STZ\">星座</a>。</p><p style=\"text-align: left;\">重量是另一道门槛：单颗 V3 约 2,000 公斤，为上一代约两倍，猎鹰 9 号送不上去。第三方评论的口径更乐观，但属个人说法：First Principles Group 管理合伙人罗布·莫勒在 X 上称，“仅凭今天这一次星舰发射，SpaceX 在过去一小时增加的星链容量，就超过了星链发射头一年半的总和”;前苹果高管、现 Rivian 高级总监菲尔·贝塞尔称单颗 V3 的设计用户容量为 1.16 Tbps、卫星间光链路为 2.4 Tbps，这些链路最终可能构成一张可路由更多流量、甚至把计算资源连到太空的网络骨干。</p><p style=\"text-align: left;\">马斯克希望星舰进入常态运营后单次发射 60 颗 V3;据测算，要让星链服务整体水平明显改善，在轨 V3 需达到约 1,000 颗，按单次满载计还需至少 17 次发射。SpaceX 已向美国联邦通信委员会(FCC)申请最多运营 10 万颗 V3 卫星;截至 2026 年 9 月，星链累计发射约 1.3 万颗、在轨约 1.1 万颗，服务 160 多个国家和地区的上千万用户。</p><h2 id=\"id_4205743415\">华尔街抬价：算力才是近端引擎</h2><p style=\"text-align: left;\">TD Cowen 由分析师约翰·布莱克利奇牵头启动覆盖，评级“买入”、目标价 200 美元，称 SpaceX 在 AI 与太空领域的更广阔机会“巨大”。该机构预计，AI 算力租赁将在 2027 年贡献约 60% 的营收，2026 至 2031 年营收复合年增速 62%，到 2031 年低轨发射次数有望接近 1,000 次。</p><p style=\"text-align: left;\">TD Cowen 还预计 2026 年约 35% 的销售额来自算力相关业务，这块业务最早可能在 2027 年一季度超过星链这个“皇冠上的明珠”，到 2028 年将占整体营收的 65%，未来几年规划算力中接近一半将租给外部公司。<a href=\"https://laohu8.com/S/0H7D.UK\">德意志银行</a>分析师爱迪生·于给出“买入”、目标价 235 美元，估算已签约的五家客户对应约 545 亿美元收入运行率，称随着产能上线“预计至少还会有几笔大单落地”。</p><p style=\"text-align: left;\">同日其他机构动作：RBC 重申“跑赢大盘”和 225 美元目标价，称第 14 次飞行是星舰发射能力与 V3 部署的重要里程碑;Clear Street 维持“买入”和 217 美元目标价，认为任务推进了公司扩大高容量星座的能力，但发动机问题提醒执行风险仍在;CLSA 首次覆盖给予“增持”和 250 美元目标价;Bernstein SocGen维持“买入”、目标价 248 美元。据Tipranks数据汇总，分析师给出的平均目标价为233美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/beeb0bddc4d2910fcbeba8a88dbfb5a0\" title=\"\" tg-width=\"1510\" tg-height=\"511\"/></p><p style=\"text-align: left;\">算力合同的明细是理解这轮预期的钥匙。Anthropic 每月支付 12.5 亿美元租用 SpaceX 位于孟菲斯的 Colossus 数据中心算力;谷歌云签署的算力协议为每月 9.2 亿美元、自下月起生效;Reflection AI 每月 1.5 亿美元;另有一家未具名客户自 12 月起每月支付 11.1 亿美元——合计完全履行后约每月 34 亿美元、年化约 408 亿美元。不过，五家已披露客户中仅三家身份得到公开确认，今年 7 月披露的第四家被部分分析师推测为美国国防部;这些租约还包含“异常短”的 90 天解约条款，客户相对容易退出。</p><p style=\"text-align: left;\">母公司业绩提供了底部支撑。据财报摘要，SpaceX 第二季度(8 月 4 日发布)营收 78 亿美元、同比增长 92%，高于市场预期的 68.1 亿美元，调整后 EBITDA 35 亿美元、增长 191%，净亏损 5.41 亿美元，其中 AI 分部营收 26 亿美元、增长 247%。首席财务官布雷特·约翰森称公司有望在 2026 年底达到 1,000 亿美元年度经常性收入(ARR)运行率;管理层规划 2027 年底算力基础设施规模达到 15 至 20 吉瓦，马斯克则把 1 万亿美元年营收的目标从 2031 年提前到 2030 年。</p><p style=\"text-align: left;\">这套算力叙事的来源是今年 2 月的合并：SpaceX 以全股票方式收购 xAI(对价约 2,500 亿美元、合并后估值约 1.25 万亿美元)，7 月 AI 业务正式更名 SpaceXAI，Colossus 随之成为上市公司资产。马斯克把合并逻辑说得很直白——轨道数据中心：公司已向 FCC 申请最多 100 万颗用于 AI 算力的在轨卫星，并计划最早明年底开始用星舰发射。</p><h2 id=\"id_4220892580\">另一面：约 1.9 万亿市值、20 倍市销率与解禁洪峰</h2><p style=\"text-align: left;\">股价的另一侧是估值。按 9 月 28 日收盘价计，SpaceX 总市值约 1.92 万亿美元;按原文口径，公司股价年内累计下跌 10%，但月内仍上涨 1%。据计算，2025 年公司营收约 187 亿美元且仍在亏损，而华尔街预期今明两年分别跃升至 448 亿和 1,083 亿美元——即便全部达成，按 2027 年预期营收计的市销率仍接近 20 倍，对重资产公司并不便宜，其远期市盈率约 204 倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96bbcc90b3e0b8d09cb30af70ee32aac\" title=\"\" tg-width=\"635\" tg-height=\"423\"/></p><p style=\"text-align: left;\">“大空头”迈克尔·伯里在公司上市时就表示，招股书里没有任何内容能支撑哪怕 1 万亿美元的估值，此后更把它形容为“一小块太空业务、一块小众电信业务、一个挣扎中的社交媒体平台，外加一个‘轻量版 CoreWeave’”。股份供给是更近的麻烦：公司在 IPO 中仅发行约 4% 的股份，锁定期已陆续到期——9 月 24 日有一批解禁，10 月 9 日和 10 月 24 日各最多 3.284 亿股可供流通，三季报发布后还可能有多达 13 亿股涌入市场;马斯克本人锁定至明年 6 月，员工与机构投资者则不然。</p><p style=\"text-align: left;\">融资成本也在抬升：据同一报道，公司上市后不久发行了 250 亿美元债券，票息 5.35% 至 6.65%;在美联储刚刚加息、并暗示可能继续加息的背景下，若再发债为下一轮算力与发射场建设融资，通往盈利的路径会更紧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/702fc12c5b093f2d613f4c7311d4e7da\" title=\"\" tg-width=\"805\" tg-height=\"431\"/></p><p style=\"text-align: left;\">散户情绪则有所回暖。在 Stocktwits 平台上，SPCX 的散户情绪指数从前一日的“看空”回升至“中性”，24 小时消息量增加 74%;有长期持有者留言称“钱会来的，所有大行分析师都确认了这一点”，也有用户强调再入时的火焰与落水火球“对这一阶段的测试完全正常”，并称第 14 次飞行是“历史性的成功”。</p><p style=\"text-align: left;\"><strong>掉队的对手，与 NASA 押在星舰身上的登月</strong></p><p style=\"text-align: left;\">竞争对手的处境反而凸显了 SpaceX 的位置。蓝色起源的“新格伦”今年 1 月首飞，但 5 月一次任务在动力着陆阶段失败、火箭损毁，其唯一发射台一并损毁，复飞目标定在年底前;联合发射联盟的“火神”自 2 月起因助推器异常停飞。亚马逊的 Leo 星座最近一次成功部署还是在 7 月 2 日，累计发射 396 颗，与在轨逾 1.1 万颗的星链差距明显，其 2026 年中启动商用的目标已经过期。</p><p style=\"text-align: left;\">更关键的是 NASA 的依赖。据行业媒体测算，星舰是阿耳忒弥斯(Artemis)登月计划的唯一载人着陆系统，而该任务需要 10 至 20 次“加油星舰”飞行、在轨转移低温甲烷与液氧，这一流程迄今没有先例;SpaceX 已两次推迟在轨推进剂转移演示，最新目标是“不早于 2026 年底”，而阿耳忒弥斯 III 计划 2027 年底进行一次无人的着陆器地球轨道演示，阿耳忒弥斯 IV 计划 2028 年初实施首次载人登月，两者都取决于这项演示成功。</p><p style=\"text-align: left;\">回到马斯克自己的时间表：他在周日写道，“星舰距离每小时一班还有 2 到 3 年”;更长期的目标是到 2030 年每年发射 1 万次——作为参照，猎鹰 9 号在 2025 年飞了 165 次，已是公司纪录、约占当年全球轨道发射的一半。TD Cowen 给出的 2031 年接近 1,000 次低轨发射，大致落在“每天不到 3 次”的区间。发动机异常的调查结果，将决定第 15 次飞行能否按原计划尝试用发射塔机械臂回收飞船。</p></body></html>","source":"stock_zhitongcaijing","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>SpaceX星舰首次入轨，华尔街齐声看涨：背后的算力租赁打开估值想象空间</title>\n<style 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}\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\">\nSpaceX星舰首次入轨，华尔街齐声看涨：背后的算力租赁打开估值想象空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-29 16:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1502032.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月28日，SpaceX星舰第 14 次综合试飞从得克萨斯州星港基地升空，首次进入地球轨道，并通过飞船上被称为“糖果分配器”的部署机构释放了 26 颗第三代星链(Starlink V3)卫星。市场看重的显然不只是这一次发射，华尔街投行纷纷表示看涨。TD Cowen 周一启动覆盖，给出“买入”评级和 200 美元目标价;连同加拿大皇家银行(RBC)、Clear Street、里昂证券(CLSA)，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1502032.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226","relate_stocks":{"XOVL":"Defiance Daily Target 2X Long XOVR ETF","SPCM":"2倍做多SpaceX ETF-Tradr","LU0056508442.USD":"贝莱德世界科技基金A2","XOVR":"ERShares Private-Public Crossover ETF","WARP":"VanEck Space ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","MARS":"Roundhill Space & Technology ETF","SNK":"2倍做空SpaceX ETF-GraniteShares","WSPC":"WisdomTree Space Economy UCITS ETF","YSPC":"YieldMax SPCX Option Income Strategy ETF","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","SPAL":"2倍做多Space X ETF-GraniteShares","SPCX":"SPAC and New Issue ETF","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","LOFD":"Direxion Daily SpaceX Bear 2X ETF","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","SPCG":"2倍做空SpaceX 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SGD-H"},"source_url":"http://www.zhitongcaijing.com/content/detail/1502032.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2671292189","content_text":"9月28日，SpaceX星舰第 14 次综合试飞从得克萨斯州星港基地升空，首次进入地球轨道，并通过飞船上被称为“糖果分配器”的部署机构释放了 26 颗第三代星链(Starlink V3)卫星。市场看重的显然不只是这一次发射，华尔街投行纷纷表示看涨。TD Cowen 周一启动覆盖，给出“买入”评级和 200 美元目标价;连同加拿大皇家银行(RBC)、Clear Street、里昂证券(CLSA)，四家机构的目标价区间为 200 至 250 美元，按周一收盘价计算对应约 37% 至 72% 的上行空间。而在这轮看多里，被反复提起的不是火箭，是算力租赁。星舰首次入轨：卫星全部部署，飞了两圈就返航据报道，本次使用的是 B21 助推器与 S41 飞船，均属第三代星舰系统;飞船六台发动机中有一台发生故障，直播解说一度判断无法入轨，工程团队重新评估后确认仍可尝试入轨点火。发射约 25 分钟后星舰入轨，随后用约半小时逐颗释放卫星，公司与 26 颗卫星全部建立联系，马斯克确认所有卫星正常运行。飞行并非无瑕。上升段一台发动机提前关闭，原计划在约 275 公里高度绕地球飞行约 6 圈、总时长接近 10 小时的任务，最终缩短至约 3 小时、仅完成 2 圈，上面级剩余发动机延长点火以作补偿。超重助推器在墨西哥湾溅落，此次未尝试用发射塔机械臂回收;飞船完成首次离轨点火，在智利以西的太平洋预定海域溅落。这一飞的分量在于：自 2023 年首次综合试飞以来，此前 13 次试飞全部停留在亚轨道，入轨是运载火箭的基本门槛。航空航天工程师迪恩·斯莱登称，把 26 颗 V3 卫星送入目标轨道是一场“巨大胜利”，也标志星舰首次执行创收商业飞行——这批卫星价值数百万美元。乔治城大学安全与新兴技术中心高级分析师凯瑟琳·柯利的态度则更克制：任务取得显著进展但不算“超级成功”，“从 SpaceX 自己的指标和目标看，他们没有完成 10 小时飞行，发动机也确实出了问题”。单星 1 Tbps：V3 带来的容量跳变据 SpaceX 向监管机构提交的文件，V3 卫星设计下行容量约 1 Tbps，相当于每颗可支撑约 1 万户家庭同时跑满百兆宽带，上行容量 160 Gbps;相较 V2，下行提升约 10 倍、上行提升约 22 倍，天线支持 2,048 个上下行波束(V2 的相控阵为 192 个下行、144 个上行)。据SpaceX技术说明，单次星舰发射可将约 20 倍于猎鹰 9 号发射 V2 卫星的容量送入星座。重量是另一道门槛：单颗 V3 约 2,000 公斤，为上一代约两倍，猎鹰 9 号送不上去。第三方评论的口径更乐观，但属个人说法：First Principles Group 管理合伙人罗布·莫勒在 X 上称，“仅凭今天这一次星舰发射，SpaceX 在过去一小时增加的星链容量，就超过了星链发射头一年半的总和”;前苹果高管、现 Rivian 高级总监菲尔·贝塞尔称单颗 V3 的设计用户容量为 1.16 Tbps、卫星间光链路为 2.4 Tbps，这些链路最终可能构成一张可路由更多流量、甚至把计算资源连到太空的网络骨干。马斯克希望星舰进入常态运营后单次发射 60 颗 V3;据测算，要让星链服务整体水平明显改善，在轨 V3 需达到约 1,000 颗，按单次满载计还需至少 17 次发射。SpaceX 已向美国联邦通信委员会(FCC)申请最多运营 10 万颗 V3 卫星;截至 2026 年 9 月，星链累计发射约 1.3 万颗、在轨约 1.1 万颗，服务 160 多个国家和地区的上千万用户。华尔街抬价：算力才是近端引擎TD Cowen 由分析师约翰·布莱克利奇牵头启动覆盖，评级“买入”、目标价 200 美元，称 SpaceX 在 AI 与太空领域的更广阔机会“巨大”。该机构预计，AI 算力租赁将在 2027 年贡献约 60% 的营收，2026 至 2031 年营收复合年增速 62%，到 2031 年低轨发射次数有望接近 1,000 次。TD Cowen 还预计 2026 年约 35% 的销售额来自算力相关业务，这块业务最早可能在 2027 年一季度超过星链这个“皇冠上的明珠”，到 2028 年将占整体营收的 65%，未来几年规划算力中接近一半将租给外部公司。德意志银行分析师爱迪生·于给出“买入”、目标价 235 美元，估算已签约的五家客户对应约 545 亿美元收入运行率，称随着产能上线“预计至少还会有几笔大单落地”。同日其他机构动作：RBC 重申“跑赢大盘”和 225 美元目标价，称第 14 次飞行是星舰发射能力与 V3 部署的重要里程碑;Clear Street 维持“买入”和 217 美元目标价，认为任务推进了公司扩大高容量星座的能力，但发动机问题提醒执行风险仍在;CLSA 首次覆盖给予“增持”和 250 美元目标价;Bernstein SocGen维持“买入”、目标价 248 美元。据Tipranks数据汇总，分析师给出的平均目标价为233美元。算力合同的明细是理解这轮预期的钥匙。Anthropic 每月支付 12.5 亿美元租用 SpaceX 位于孟菲斯的 Colossus 数据中心算力;谷歌云签署的算力协议为每月 9.2 亿美元、自下月起生效;Reflection AI 每月 1.5 亿美元;另有一家未具名客户自 12 月起每月支付 11.1 亿美元——合计完全履行后约每月 34 亿美元、年化约 408 亿美元。不过，五家已披露客户中仅三家身份得到公开确认，今年 7 月披露的第四家被部分分析师推测为美国国防部;这些租约还包含“异常短”的 90 天解约条款，客户相对容易退出。母公司业绩提供了底部支撑。据财报摘要，SpaceX 第二季度(8 月 4 日发布)营收 78 亿美元、同比增长 92%，高于市场预期的 68.1 亿美元，调整后 EBITDA 35 亿美元、增长 191%，净亏损 5.41 亿美元，其中 AI 分部营收 26 亿美元、增长 247%。首席财务官布雷特·约翰森称公司有望在 2026 年底达到 1,000 亿美元年度经常性收入(ARR)运行率;管理层规划 2027 年底算力基础设施规模达到 15 至 20 吉瓦，马斯克则把 1 万亿美元年营收的目标从 2031 年提前到 2030 年。这套算力叙事的来源是今年 2 月的合并：SpaceX 以全股票方式收购 xAI(对价约 2,500 亿美元、合并后估值约 1.25 万亿美元)，7 月 AI 业务正式更名 SpaceXAI，Colossus 随之成为上市公司资产。马斯克把合并逻辑说得很直白——轨道数据中心：公司已向 FCC 申请最多 100 万颗用于 AI 算力的在轨卫星，并计划最早明年底开始用星舰发射。另一面：约 1.9 万亿市值、20 倍市销率与解禁洪峰股价的另一侧是估值。按 9 月 28 日收盘价计，SpaceX 总市值约 1.92 万亿美元;按原文口径，公司股价年内累计下跌 10%，但月内仍上涨 1%。据计算，2025 年公司营收约 187 亿美元且仍在亏损，而华尔街预期今明两年分别跃升至 448 亿和 1,083 亿美元——即便全部达成，按 2027 年预期营收计的市销率仍接近 20 倍，对重资产公司并不便宜，其远期市盈率约 204 倍。“大空头”迈克尔·伯里在公司上市时就表示，招股书里没有任何内容能支撑哪怕 1 万亿美元的估值，此后更把它形容为“一小块太空业务、一块小众电信业务、一个挣扎中的社交媒体平台，外加一个‘轻量版 CoreWeave’”。股份供给是更近的麻烦：公司在 IPO 中仅发行约 4% 的股份，锁定期已陆续到期——9 月 24 日有一批解禁，10 月 9 日和 10 月 24 日各最多 3.284 亿股可供流通，三季报发布后还可能有多达 13 亿股涌入市场;马斯克本人锁定至明年 6 月，员工与机构投资者则不然。融资成本也在抬升：据同一报道，公司上市后不久发行了 250 亿美元债券，票息 5.35% 至 6.65%;在美联储刚刚加息、并暗示可能继续加息的背景下，若再发债为下一轮算力与发射场建设融资，通往盈利的路径会更紧。散户情绪则有所回暖。在 Stocktwits 平台上，SPCX 的散户情绪指数从前一日的“看空”回升至“中性”，24 小时消息量增加 74%;有长期持有者留言称“钱会来的，所有大行分析师都确认了这一点”，也有用户强调再入时的火焰与落水火球“对这一阶段的测试完全正常”，并称第 14 次飞行是“历史性的成功”。掉队的对手，与 NASA 押在星舰身上的登月竞争对手的处境反而凸显了 SpaceX 的位置。蓝色起源的“新格伦”今年 1 月首飞，但 5 月一次任务在动力着陆阶段失败、火箭损毁，其唯一发射台一并损毁，复飞目标定在年底前;联合发射联盟的“火神”自 2 月起因助推器异常停飞。亚马逊的 Leo 星座最近一次成功部署还是在 7 月 2 日，累计发射 396 颗，与在轨逾 1.1 万颗的星链差距明显，其 2026 年中启动商用的目标已经过期。更关键的是 NASA 的依赖。据行业媒体测算，星舰是阿耳忒弥斯(Artemis)登月计划的唯一载人着陆系统，而该任务需要 10 至 20 次“加油星舰”飞行、在轨转移低温甲烷与液氧，这一流程迄今没有先例;SpaceX 已两次推迟在轨推进剂转移演示，最新目标是“不早于 2026 年底”，而阿耳忒弥斯 III 计划 2027 年底进行一次无人的着陆器地球轨道演示，阿耳忒弥斯 IV 计划 2028 年初实施首次载人登月，两者都取决于这项演示成功。回到马斯克自己的时间表：他在周日写道，“星舰距离每小时一班还有 2 到 3 年”;更长期的目标是到 2030 年每年发射 1 万次——作为参照，猎鹰 9 号在 2025 年飞了 165 次，已是公司纪录、约占当年全球轨道发射的一半。TD Cowen 给出的 2031 年接近 1,000 次低轨发射，大致落在“每天不到 3 次”的区间。发动机异常的调查结果，将决定第 15 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死去吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576224570447328","isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576016241100984,"gmtCreate":1781642916184,"gmtModify":1781646413009,"author":{"id":"3433157016383075","authorId":"3433157016383075","name":"股票害人啊","avatar":"https://static.tigerbbs.com/b843b1d115e0bd4d43d8f300c985dca9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3433157016383075","authorIdStr":"3433157016383075"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> **垃圾，就是浪费时间","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> **垃圾，就是浪费时间","text":"$英伟达(NVDA)$ **垃圾，就是浪费时间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/576016241100984","isVote":1,"tweetType":1,"viewCount":1954,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4226291815581332","authorId":"4226291815581332","name":"NeiHouJe","avatar":"https://static.tigerbbs.com/e1523e10faabd848fa63902636255539","crmLevel":1,"crmLevelSwitch":0,"idStr":"4226291815581332","authorIdStr":"4226291815581332"},"content":"巨头本来就是涨得很慢的，不是普通人玩的，老登股","text":"巨头本来就是涨得很慢的，不是普通人玩的，老登股","html":"巨头本来就是涨得很慢的，不是普通人玩的，老登股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574523248881912,"gmtCreate":1781281475591,"gmtModify":1781281902973,"author":{"id":"3433157016383075","authorId":"3433157016383075","name":"股票害人啊","avatar":"https://static.tigerbbs.com/b843b1d115e0bd4d43d8f300c985dca9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3433157016383075","authorIdStr":"3433157016383075"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 是要死了吗","text":"$特斯拉(TSLA)$ 是要死了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574535832016936","isVote":1,"tweetType":1,"viewCount":1129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573863914916448,"gmtCreate":1781133217206,"gmtModify":1781142050189,"author":{"id":"3433157016383075","authorId":"3433157016383075","name":"股票害人啊","avatar":"https://static.tigerbbs.com/b843b1d115e0bd4d43d8f300c985dca9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3433157016383075","authorIdStr":"3433157016383075"},"themes":[],"title":"","htmlText":"这是没谈拢啊","listText":"这是没谈拢啊","text":"这是没谈拢啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573863914916448","repostId":"1161219822","repostType":2,"repost":{"id":"1161219822","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1781133095,"share":"https://www.laohunote.com/m/news/1161219822?lang=zh_CN&edition=full","pubTime":"2026-06-11 07:11","market":"us","language":"zh","title":"伊朗对所有船只关闭霍尔木兹海峡","url":"https://stock-news.laohu8.com/highlight/detail?id=1161219822","media":"老虎资讯综合","summary":"6月11日，伊朗武装部队哈塔姆·安比亚中央司令部当地时间今天（6月11日）凌晨发布声明称，鉴于本地区安全局势动荡，霍尔木兹海峡即日起对包括油轮和商船在内的所有类型船只关闭，任何试图通过该海峡的船只“都将受到攻击”。 (CCTV国际时讯)","content":"<html><head></head><body><p style=\"text-align: left;\"><span>6月11日，伊朗武装部队哈塔姆·安比亚中央司令部当地时间今天（6月11日）凌晨发布声明称，鉴于本地区安全局势动荡，霍尔木兹海峡即日起对包括油轮和商船在内的所有类型船只关闭，任何试图通过该海峡的船只“都将受到攻击”。 (CCTV国际时讯)</span></p></body></html>","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>伊朗对所有船只关闭霍尔木兹海峡</title>\n<style 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left;\"><span>6月11日，伊朗武装部队哈塔姆·安比亚中央司令部当地时间今天（6月11日）凌晨发布声明称，鉴于本地区安全局势动荡，霍尔木兹海峡即日起对包括油轮和商船在内的所有类型船只关闭，任何试图通过该海峡的船只“都将受到攻击”。 (CCTV国际时讯)</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/b7094c93784724bf0b95c86f2d6ff95a","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161219822","content_text":"6月11日，伊朗武装部队哈塔姆·安比亚中央司令部当地时间今天（6月11日）凌晨发布声明称，鉴于本地区安全局势动荡，霍尔木兹海峡即日起对包括油轮和商船在内的所有类型船只关闭，任何试图通过该海峡的船只“都将受到攻击”。 (CCTV国际时讯)","news_type":1,"symbols_score_info":{"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563807682042024,"gmtCreate":1778682753489,"gmtModify":1778682755673,"author":{"id":"3433157016383075","authorId":"3433157016383075","name":"股票害人啊","avatar":"https://static.tigerbbs.com/b843b1d115e0bd4d43d8f300c985dca9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3433157016383075","authorIdStr":"3433157016383075"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 这臭**","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 这臭**","text":"$Palantir Technologies Inc.(PLTR)$ 这臭**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563807682042024","isVote":1,"tweetType":1,"viewCount":1398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557684892602528,"gmtCreate":1777185230100,"gmtModify":1777190738974,"author":{"id":"3433157016383075","authorId":"3433157016383075","name":"股票害人啊","avatar":"https://static.tigerbbs.com/b843b1d115e0bd4d43d8f300c985dca9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3433157016383075","authorIdStr":"3433157016383075"},"themes":[],"title":"","htmlText":"当个总统当的连着被自己国家人民杀，这才第一年，这口子开了两次了。现在是单人的，难保以后会不会出现成群结队的。","listText":"当个总统当的连着被自己国家人民杀，这才第一年，这口子开了两次了。现在是单人的，难保以后会不会出现成群结队的。","text":"当个总统当的连着被自己国家人民杀，这才第一年，这口子开了两次了。现在是单人的，难保以后会不会出现成群结队的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557684892602528","repostId":"1169061557","repostType":2,"repost":{"id":"1169061557","kind":"news","pubTimestamp":1777182839,"share":"https://www.laohunote.com/m/news/1169061557?lang=zh_CN&edition=full","pubTime":"2026-04-26 13:53","market":"us","language":"zh","title":"回应晚宴枪击，特朗普自嘲：当总统太危险，早知道不选了","url":"https://stock-news.laohu8.com/highlight/detail?id=1169061557","media":"观察者网","summary":"当被问及是否担心生命受到威胁时，特朗普说，“这是个危险的职业。”特朗普接着说道，“不想生活在恐惧之中。”特朗普表示，枪手根本没有靠近他，也没有破门进入主宴会厅。特朗普认为，与其在宾夕法尼亚州巴特勒市户外集会遇袭时相比，特勤局在华盛顿希尔顿酒店的表现“更好”。2024年7月13日，特朗普在宾夕法尼亚州巴特勒市举行的竞选集会现场遭遇枪击，右耳受伤。该事件还造成一名集会参与者中弹身亡，两人重伤。","content":"<html><head></head><body><p>当地时间4月25日深夜，白宫记者协会晚宴枪击事件发生后，美国总统特朗普返回白宫召开记者会回应此事。</p><p>他透露，一名特勤局特工在事件中遭极近距离枪击，所幸因身着防弹衣状况良好，嫌疑人已被抓获，初步认定是“独狼”作案。他感慨总统是“最危险的职业”，开玩笑称“早知如此或许不会参选”。特朗普还借机推销起自己饱受质疑的豪华宴会厅计划，称该宴会厅安保设施完备，能为未来大型活动提供更安全的举办场所。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93ed34e7c0cac9eebe6118828900a03b\" title=\"\" tg-width=\"532\" tg-height=\"356\"/></p><p>特朗普返回白宫召开记者会</p><p><strong>“当时以为是托盘摔了”</strong></p><p>当晚早些时候，华盛顿希尔顿酒店举办的白宫记者晚宴突发枪击事件，现场一度陷入混乱，数百名宾客纷纷钻到桌下躲避，特朗普及其夫人梅拉尼娅被特勤局紧急护送撤离现场。</p><p>据美国有线电视新闻网（CNN）报道，特朗普在白宫举行的发布会上表示，事发时“一名男子携带多件武器，冲向安检关卡”，自己并未在事件中受伤，嫌疑人已被抓获。</p><p>谈及事件中的受伤人员，特朗普透露，他已与受伤特工通了话，这名特工是在“极近距离”被一把“威力巨大的枪支”击中，但由于身穿防弹衣，目前“状况良好”。</p><p>特朗普还补充说明，此次涉案嫌疑人是从“50码（约45.7米）外”冲过来的，“也就是说，离宴会厅距离很远”。</p><p>当被问及是否知晓相关威胁、或团队是否事先收到预警时，特朗普直言：“没有，我们没有收到任何通知，对此毫不知情。”</p><p>被问及是否认为自己是目标时，特朗普回应：“我猜，这些人就是疯子，纯粹是疯子。你永远猜不透他的想法，而且他当时离我很远。”</p><p>“那声音，要么是托盘掉落，要么就是枪声。”特朗普回忆，嫌疑人冲击白宫记者晚宴现场时，他起初以为巨响是托盘摔落在地的声音。他补充说，自己和第一夫人梅拉尼娅“瞬间被带离现场”，根本来不及多想。</p><p>“我当时以为是托盘掉地上了，”特朗普在白宫简报室回忆道，“声音很大，而且距离很远，他当时根本没靠近主活动区域。安保人员迅速制伏了他，但枪声确实来自远处。我后来才知道那是枪声，有些人当时立刻就反应过来了。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d19dff1017be9fa7adf9472a4c12536\" title=\"\" tg-width=\"427\" tg-height=\"469\"/></p><p>事发现场特勤局特工紧急保护副总统万斯等内阁成员</p><p><strong>“早知道不参选了”</strong></p><p>“我和其他人一起被紧急疏散……特勤局、警方及所有执法人员的表现都非常出色，行动极其迅速。”特朗普说，“当时根本没时间思考，几秒钟之内我们就被带离现场，转移到了安全区域。”</p><p>去年7月13日，特朗普曾在宾夕法尼亚州巴特勒市的竞选集会上曾遭遇枪击，20岁枪手托马斯·马修·克鲁克斯从远处屋顶持枪射击，子弹碎片擦破特朗普右耳。</p><p>鉴于此前多次遭遇刺杀威胁，事发瞬间内心在想什么， 特朗普说：“这种事发生时，人都会感到震惊，我经历过几次，这种感觉从未改变。”</p><p>当被问及是否担心针对自己的政治暴力时，特朗普表示他确实有所担忧，但也不能过度焦虑，因为总统这份工作“很危险”。</p><p>他开玩笑称，若早知总统工作如此危险，“或许当初就不会参选了”。</p><p>随后他语气转向严肃：“听着，我来这里是履职的。这是工作的一部分。这份工作很危险——我想不到还有比这更危险的职业。”</p><p><strong>借机推销宴会厅</strong></p><p>此外，特朗普还借华盛顿希尔顿酒店此次安全漏洞，为其正在白宫修建的宴会厅进行辩解，称该建筑将为未来的活动提供更安全的场所。</p><p>他在新闻发布会上表示：“这不是一座特别安全的建筑，我本不想这么说，但这就是为什么我们必须拥有我们在白宫计划的所有安保设施。实际上，那是一个更大的房间，而且安全得多。它有防无人机功能，有防弹玻璃。我们需要这个宴会厅，这就是特勤局和军方都要求建造它的原因。”</p><p>特朗普此前曾表示，这座建在原东翼上方、占地9万平方英尺（约8361平方米）的宴会厅包含多项安全设施，增设该宴会厅对于举办大型国事活动是必要的。</p><p>他说：“150年来，人们出于各种不同的原因一直想要这个宴会厅，但今天有点不同，因为如今我们需要的安全级别可能是前所未有的。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f88581f7cf2d4467ebfc0e81c728106\" title=\"\" tg-width=\"429\" tg-height=\"322\"/></p><p>特朗普在社交媒体上发布了嫌疑人被捕画面</p><p>据CNN获得的资料及多名执法官员透露的信息，执法部门已确认枪击嫌疑人为名叫科尔·托马斯·艾伦的31岁加州男性。该嫌疑人主修工程学，毕业于加州理工学院。</p><p>华盛顿特区市长鲍泽表示，“目前没有理由相信还有其他人参与”今晚在白宫记者晚宴上发生的事件。</p><p>“目前看来，（嫌疑人）似乎是单独作案，单独持枪。”华盛顿特区大都会警察局（MPD）代理局长杰弗里·卡罗尔表示，根据“初步信息”，警方认为嫌疑人开了一枪。</p><p>执法部门正围绕案件展开进一步调查，后续进展将持续公布。美国代理司法部长托德·布兰奇表示，嫌疑男子可能很快就会被起诉。</p></body></html>","source":"gczw","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>回应晚宴枪击，特朗普自嘲：当总统太危险，早知道不选了</title>\n<style 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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回应晚宴枪击，特朗普自嘲：当总统太危险，早知道不选了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-26 13:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.guancha.cn/internation/2026_04_26_814991.shtml><strong>观察者网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间4月25日深夜，白宫记者协会晚宴枪击事件发生后，美国总统特朗普返回白宫召开记者会回应此事。他透露，一名特勤局特工在事件中遭极近距离枪击，所幸因身着防弹衣状况良好，嫌疑人已被抓获，初步认定是“独狼”作案。他感慨总统是“最危险的职业”，开玩笑称“早知如此或许不会参选”。特朗普还借机推销起自己饱受质疑的豪华宴会厅计划，称该宴会厅安保设施完备，能为未来大型活动提供更安全的举办场所。特朗普返回白宫...</p>\n\n<a href=\"https://www.guancha.cn/internation/2026_04_26_814991.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93ed34e7c0cac9eebe6118828900a03b","relate_stocks":{},"source_url":"https://www.guancha.cn/internation/2026_04_26_814991.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169061557","content_text":"当地时间4月25日深夜，白宫记者协会晚宴枪击事件发生后，美国总统特朗普返回白宫召开记者会回应此事。他透露，一名特勤局特工在事件中遭极近距离枪击，所幸因身着防弹衣状况良好，嫌疑人已被抓获，初步认定是“独狼”作案。他感慨总统是“最危险的职业”，开玩笑称“早知如此或许不会参选”。特朗普还借机推销起自己饱受质疑的豪华宴会厅计划，称该宴会厅安保设施完备，能为未来大型活动提供更安全的举办场所。特朗普返回白宫召开记者会“当时以为是托盘摔了”当晚早些时候，华盛顿希尔顿酒店举办的白宫记者晚宴突发枪击事件，现场一度陷入混乱，数百名宾客纷纷钻到桌下躲避，特朗普及其夫人梅拉尼娅被特勤局紧急护送撤离现场。据美国有线电视新闻网（CNN）报道，特朗普在白宫举行的发布会上表示，事发时“一名男子携带多件武器，冲向安检关卡”，自己并未在事件中受伤，嫌疑人已被抓获。谈及事件中的受伤人员，特朗普透露，他已与受伤特工通了话，这名特工是在“极近距离”被一把“威力巨大的枪支”击中，但由于身穿防弹衣，目前“状况良好”。特朗普还补充说明，此次涉案嫌疑人是从“50码（约45.7米）外”冲过来的，“也就是说，离宴会厅距离很远”。当被问及是否知晓相关威胁、或团队是否事先收到预警时，特朗普直言：“没有，我们没有收到任何通知，对此毫不知情。”被问及是否认为自己是目标时，特朗普回应：“我猜，这些人就是疯子，纯粹是疯子。你永远猜不透他的想法，而且他当时离我很远。”“那声音，要么是托盘掉落，要么就是枪声。”特朗普回忆，嫌疑人冲击白宫记者晚宴现场时，他起初以为巨响是托盘摔落在地的声音。他补充说，自己和第一夫人梅拉尼娅“瞬间被带离现场”，根本来不及多想。“我当时以为是托盘掉地上了，”特朗普在白宫简报室回忆道，“声音很大，而且距离很远，他当时根本没靠近主活动区域。安保人员迅速制伏了他，但枪声确实来自远处。我后来才知道那是枪声，有些人当时立刻就反应过来了。”事发现场特勤局特工紧急保护副总统万斯等内阁成员“早知道不参选了”“我和其他人一起被紧急疏散……特勤局、警方及所有执法人员的表现都非常出色，行动极其迅速。”特朗普说，“当时根本没时间思考，几秒钟之内我们就被带离现场，转移到了安全区域。”去年7月13日，特朗普曾在宾夕法尼亚州巴特勒市的竞选集会上曾遭遇枪击，20岁枪手托马斯·马修·克鲁克斯从远处屋顶持枪射击，子弹碎片擦破特朗普右耳。鉴于此前多次遭遇刺杀威胁，事发瞬间内心在想什么， 特朗普说：“这种事发生时，人都会感到震惊，我经历过几次，这种感觉从未改变。”当被问及是否担心针对自己的政治暴力时，特朗普表示他确实有所担忧，但也不能过度焦虑，因为总统这份工作“很危险”。他开玩笑称，若早知总统工作如此危险，“或许当初就不会参选了”。随后他语气转向严肃：“听着，我来这里是履职的。这是工作的一部分。这份工作很危险——我想不到还有比这更危险的职业。”借机推销宴会厅此外，特朗普还借华盛顿希尔顿酒店此次安全漏洞，为其正在白宫修建的宴会厅进行辩解，称该建筑将为未来的活动提供更安全的场所。他在新闻发布会上表示：“这不是一座特别安全的建筑，我本不想这么说，但这就是为什么我们必须拥有我们在白宫计划的所有安保设施。实际上，那是一个更大的房间，而且安全得多。它有防无人机功能，有防弹玻璃。我们需要这个宴会厅，这就是特勤局和军方都要求建造它的原因。”特朗普此前曾表示，这座建在原东翼上方、占地9万平方英尺（约8361平方米）的宴会厅包含多项安全设施，增设该宴会厅对于举办大型国事活动是必要的。他说：“150年来，人们出于各种不同的原因一直想要这个宴会厅，但今天有点不同，因为如今我们需要的安全级别可能是前所未有的。”特朗普在社交媒体上发布了嫌疑人被捕画面据CNN获得的资料及多名执法官员透露的信息，执法部门已确认枪击嫌疑人为名叫科尔·托马斯·艾伦的31岁加州男性。该嫌疑人主修工程学，毕业于加州理工学院。华盛顿特区市长鲍泽表示，“目前没有理由相信还有其他人参与”今晚在白宫记者晚宴上发生的事件。“目前看来，（嫌疑人）似乎是单独作案，单独持枪。”华盛顿特区大都会警察局（MPD）代理局长杰弗里·卡罗尔表示，根据“初步信息”，警方认为嫌疑人开了一枪。执法部门正围绕案件展开进一步调查，后续进展将持续公布。美国代理司法部长托德·布兰奇表示，嫌疑男子可能很快就会被起诉。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":510107627880984,"gmtCreate":1765550851142,"gmtModify":1765814401636,"author":{"id":"3433157016383075","authorId":"3433157016383075","name":"股票害人啊","avatar":"https://static.tigerbbs.com/b843b1d115e0bd4d43d8f300c985dca9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3433157016383075","authorIdStr":"3433157016383075"},"themes":[],"title":"","htmlText":"<a 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真TM🐂B啊","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":23,"repostSize":0,"link":"https://laohu8.com/post/902724016","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3497220672332970","authorId":"3497220672332970","name":"反踢小能手","avatar":"https://static.tigerbbs.com/f1a7197c5ee53aa257881cae890c59d3","crmLevel":2,"crmLevelSwitch":0,"idStr":"3497220672332970","authorIdStr":"3497220672332970"},"content":"这是闹哪样","text":"这是闹哪样","html":"这是闹哪样"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455635,"gmtCreate":1554305393830,"gmtModify":1704796483764,"author":{"id":"3433157016383075","authorId":"3433157016383075","name":"股票害人啊","avatar":"https://static.tigerbbs.com/b843b1d115e0bd4d43d8f300c985dca9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3433157016383075","authorIdStr":"3433157016383075"},"themes":[],"title":"","htmlText":"$三倍做空原油ETN(DWT)$ 空一波。有没有一起的兄弟。","listText":"$三倍做空原油ETN(DWT)$ 空一波。有没有一起的兄弟。","text":"$三倍做空原油ETN(DWT)$ 空一波。有没有一起的兄弟。","images":[{"img":"https://static.tigerbbs.com/f4790ceae5c153f2218a34277c1a7f30"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":18,"repostSize":0,"link":"https://laohu8.com/post/455635","isVote":1,"tweetType":1,"viewCount":4097,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463396495859877","authorId":"3463396495859877","name":"韭菜们冲啊","avatar":"https://static.tigerbbs.com/0ed1cab609fbd8b5f64e6d01da19ef18","crmLevel":1,"crmLevelSwitch":0,"idStr":"3463396495859877","authorIdStr":"3463396495859877"},"content":"现在还不行。","text":"现在还不行。","html":"现在还不行。"},{"author":{"id":"3495077138339368","authorId":"3495077138339368","name":"万象归春","avatar":"https://static.tigerbbs.com/5cf7ca2ad8d0fa4783fe731bb50ad627","crmLevel":1,"crmLevelSwitch":0,"idStr":"3495077138339368","authorIdStr":"3495077138339368"},"content":"短线感觉可以的，5.9没进，后面再看","text":"短线感觉可以的，5.9没进，后面再看","html":"短线感觉可以的，5.9没进，后面再看"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":933202104,"gmtCreate":1569863404308,"gmtModify":1704720069923,"author":{"id":"3433157016383075","authorId":"3433157016383075","name":"股票害人啊","avatar":"https://static.tigerbbs.com/b843b1d115e0bd4d43d8f300c985dca9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3433157016383075","authorIdStr":"3433157016383075"},"themes":[],"title":"","htmlText":"<a 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**垃圾，就是浪费时间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/576016241100984","isVote":1,"tweetType":1,"viewCount":1954,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4226291815581332","authorId":"4226291815581332","name":"NeiHouJe","avatar":"https://static.tigerbbs.com/e1523e10faabd848fa63902636255539","crmLevel":1,"crmLevelSwitch":0,"idStr":"4226291815581332","authorIdStr":"4226291815581332"},"content":"巨头本来就是涨得很慢的，不是普通人玩的，老登股","text":"巨头本来就是涨得很慢的，不是普通人玩的，老登股","html":"巨头本来就是涨得很慢的，不是普通人玩的，老登股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":909939279,"gmtCreate":1556037415191,"gmtModify":1704799884242,"author":{"id":"3433157016383075","authorId":"3433157016383075","name":"股票害人啊","avatar":"https://static.tigerbbs.com/b843b1d115e0bd4d43d8f300c985dca9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3433157016383075","authorIdStr":"3433157016383075"},"themes":[],"title":"","htmlText":"$Jumia 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