faysl的个人主页 - 老虎社区

faysl

faysl

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IP属地：山西

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10主题

0勋章

11-04 17:41

要破发了么？这么坑啊

10-30

ADR 39.5幸亏出了，跌麻了，雷子貌似违背了初心，已经不复从前

10-30

$英伟达(NVDA)$ 逐步减仓，锁定部分盈利，太高了哦，害怕😱

10-29

黄金的跌涨逻辑是啥啊？一直不太懂这个

10-29

这次4000点会和之前一样不？大概率回撤，中美都在为脱钩准备

10-28

$英伟达(NVDA)$ 会涨一些吧，毕竟财报也不错，但感觉快到头了

10-23

国资进去的都是未来的方向，跟着进

10-20

ADR幸亏高点清仓了，跌跌不休的节奏

10-20

$特斯拉(TSLA)$ 人形机器人的上市的话应该会大幅增加估值吧

10-20

看财报季mag7大家的表现了

10-16

这么坑的企业还能买么？造假，和瑞幸一样了

10-16

$台积电(TSM)$ 台积电已经无敌了，哎，可惜200给卖飞了

10-15

量子计算呢？框框涨的这么好，害怕😱

10-15

$美国超微公司(AMD)$ 说一套做一套，看戏看的眼花缭乱啊，分不清真假了

10-14

加关税的作用尚未完全显现，就业，通胀其他数据基本不好，股市是唯一的遮羞布了

10-14

牛逼🐮

一文读懂星舰“十一飞”：二代星舰谢幕，“筷子夹飞船”就要来了

10-13

核能，一切活动能量的来源

10-09

$英伟达(NVDA)$ 都在联手来回投资搞这个，你好我好大家好

10-09

都对市场太乐观了，敬畏市场才能生存

10-08

$美国超微公司(AMD)$ 看了看躺在模拟盘中11元入的的按摩店，默默的关闭了app[流泪] [流泪] [流泪]

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说一套做一套，看戏看的眼花缭乱啊，分不清真假了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489524158550112","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489077629956304,"gmtCreate":1760430855792,"gmtModify":1760431170687,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3472536105367512","authorIdStr":"3472536105367512"},"themes":[],"htmlText":"加关税的作用尚未完全显现，就业，通胀其他数据基本不好，股市是唯一的遮羞布了","listText":"加关税的作用尚未完全显现，就业，通胀其他数据基本不好，股市是唯一的遮羞布了","text":"加关税的作用尚未完全显现，就业，通胀其他数据基本不好，股市是唯一的遮羞布了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489077629956304","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489000454815808,"gmtCreate":1760412117122,"gmtModify":1760412473712,"author":{"id":"3472536105367512","authorId":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3472536105367512","authorIdStr":"3472536105367512"},"themes":[],"htmlText":"牛逼🐮","listText":"牛逼🐮","text":"牛逼🐮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489000454815808","repostId":"1193533554","repostType":4,"repost":{"id":"1193533554","kind":"news","pubTimestamp":1760410650,"share":"https://www.laohu8.com/m/news/1193533554?lang=&edition=full","pubTime":"2025-10-14 10:57","market":"us","language":"zh","title":"一文读懂星舰“十一飞”：二代星舰谢幕，“筷子夹飞船”就要来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1193533554","media":"腾讯科技","summary":"和前几次基本一致，测试星链卫星模拟器部署，模拟器将与飞船位于同一亚轨道，预计在进入大气层后失效。星舰十一飞组合体相关信息，来源@vikranthjonna 02第二代星舰的最后一次“表演”到目前为止，星舰总计发射了11次，其中前6次由第一代星舰执行，“七飞”及之后的5次飞行更换为第二代星舰。过去一代和二代星舰讨论最多的就是“筷子夹火箭”，未来还将出现“筷子夹火箭”和“筷子夹飞船”的全塔式回收。","content":"<html><head></head><body><p>北京时间10月14日，马斯克旗下SpaceX进行星舰第十一次综合飞行测试（以下简称“十一飞”），其中<strong>超重型助推器目前顺利完成着陆燃烧阶段的各项配置和动力测试，之后关机坠海。飞船也顺利完成了有效载荷部署、返场机动等关键任务，成功溅落印度洋。</strong></p><p style=\"text-align: justify;\">本次飞行的星舰组合体由S38飞船和B15.2超重型二手助推器（八飞B15助推器）构成，也是第二代星舰的最后一次飞行测试。</p><p style=\"text-align: justify;\">SpaceX对“十一飞”的定位很明确：以“十飞”测试为基础进行进一步测试，为第三代星舰超重型助推器收集着陆燃烧配置和动力数据，对飞船的隔热瓦进行压力测试以及飞船返回发射场相关的太空点火、返场机动和导航优化等测试。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/983e333888cea4cbc44561a7a7c52096\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"563\"/></p><p style=\"text-align: left;\">位于发射塔上的S38B15.2星舰组合体，来源：SpaceX</p><h2 id=\"id_2066533579\" style=\"text-align: justify;\">01</h2><h2 id=\"id_2146117592\" style=\"text-align: justify;\">核心任务：为第三代星舰铺路，为飞船返场做准备</h2><p style=\"text-align: justify;\">星舰“十一飞”使用的B15.2超重型助推器，是此前八飞助推器的复用，<strong>33台V2版猛禽发动机中的24台属于重复使用，这也是降本的关键点。</strong>助推器的核心目标是验证下一代星舰助推器着陆燃烧阶段的配置，尤其是在不同飞行阶段切换时，发动机启停的不同动力数据，包括：</p><p style=\"text-align: justify;\">● 着陆燃烧初始阶段点燃13台发动机</p><p style=\"text-align: justify;\">● 转向阶段切换为5台发动机，<strong>模拟路径微调机动至发射塔过程中的发动机配置</strong>（第二代星舰为3台发动机配置）</p><p style=\"text-align: justify;\">● 着陆燃烧结束后切换为3台中央发动机，并在海平面上进入完全悬停状态，模拟筷子夹火箭过程中的发动机配置，之后<strong>关机坠入美国湾（墨西哥湾），不安排回收</strong></p><p style=\"text-align: justify;\">SpaceX解释称，第三代星舰超重型助推器设计的基准配置就是5台发动机，用于微调助推器飞行路径，进而为发动机的关闭提供额外冗余。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c528a7eb4efed3e19b3875eb98eb14bf\" alt=\"\" title=\"\" tg-width=\"960\" tg-height=\"489\"/></p><p style=\"text-align: left;\">星舰亚轨道飞行主要阶段示意图 来源：SpaceX</p><p style=\"text-align: justify;\">星舰的二级飞船S38相关验证，核心是为后续返场做准备（发射出去还得安全返回），但此次也不回收，而是溅落印度洋，验证任务包括：</p><p style=\"text-align: justify;\">● <strong>动态倾斜机动测试。</strong>即着陆燃烧和溅落前（再入末段），测试动态倾斜机动和亚音速制导算法的性能，实现对飞船的精准控制，避免偏航。</p><p style=\"text-align: justify;\">● <strong>发动机太空点火稳定性、可靠性测试。</strong>太空真空环境下重新点火一台猛禽发动机的稳定性、可靠性测试（十飞已经成功）。</p><p style=\"text-align: justify;\">● <strong>隔热极限测试。</strong>再次移除部分隔热瓦，部分区域裸露未设置用于吸热的备用烧蚀层，对飞船再入阶段燃烧进行极限测试（不断地降本）。</p><p style=\"text-align: justify;\">● <strong>载荷部署测试。</strong>和前几次基本一致，测试星链卫星模拟器部署（“十飞”已经成功），模拟器将与飞船位于同一亚轨道，预计在进入大气层后失效。</p><p style=\"text-align: justify;\">值得注意的是，SpaceX副总裁格斯滕迈尔（负责建造和飞行可靠性测试）此前表示，“十一飞”的飞船在隔热瓦外层包裹了一层“脆皮覆膜”，以便于填充隔热瓦缝隙，替代之前的填缝材料，一个是提升隔热性能，另一个则是减少贴隔热瓦、填缝的时间，提高复用效率。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0574d40123d6681db1a3e85e19731010\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"1778\"/></p><p style=\"text-align: left;\">星舰十一飞组合体相关信息，来源@vikranthjonna </p><h2 id=\"id_1467249831\" style=\"text-align: justify;\">02</h2><h2 id=\"id_3861560732\" style=\"text-align: justify;\">第二代星舰的最后一次“表演”</h2><p style=\"text-align: justify;\">到目前为止，星舰总计发射了11次，其中前6次由第一代星舰执行，“七飞”及之后的5次飞行更换为第二代星舰。</p><p style=\"text-align: justify;\">本次飞行测试之前，SpaceX就进行了预告：字面上很明确，<strong>Starbase Pad 1（PAD A）发射台当前配置——第二代星舰——最后一次发射。</strong></p><p style=\"text-align: justify;\">根据之前的统计，“七飞”和“十飞”部分完成任务，“八飞”和“九飞”则完全成功，本次“十一飞”也非常顺利，第二代星舰的再入和回收能力相比第一代有明显提升，其中包括隔热性能极限验证、有效载荷部署以及猛禽发动机太空点火等，这些是未来第三代星舰完全回收、重复利用和商业化的关键。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1de8f136cfa9cd84fcc9e9752f05006b\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"820\"/></p><p style=\"text-align: justify;\">随着第三代星舰相关配置，包括设计、结构和重量的改变，也就意味着Starbase Pad 1发射台需要进行改造。 </p><p style=\"text-align: justify;\">与此同时，Pad 2（Pad B）以及位于佛罗里达肯尼迪航天中心的L39A发射台也将在未来投入飞行测试（多发射场是未来高频发射的关键）。</p><p style=\"text-align: justify;\">另外补充一点，发射场的增加也要求当地的制造工厂（Starship Starfactory）和总装车间（Megabay）的增加。目前，佛州和得州的总装车间都在扩建，佛州的总装车间起重能力大幅提升，预计2026年年底投入使用。</p><p style=\"text-align: justify;\">在佛州的制造工厂落成前，星舰将继续在得州博卡奇卡的工厂制造，然后通过驳船运输到佛州总装发射。</p><h2 id=\"id_2628946523\" style=\"text-align: justify;\">03</h2><h2 id=\"id_2639417806\" style=\"text-align: justify;\">第三代星舰组合体</h2><p style=\"text-align: justify;\">马斯克在今年3月份披露过，第三代星舰组合体已经在完善设计，2026年有信心实现100吨的有效载荷送入轨道，并且具备完全重复使用能力，然后在12个月内实现每周一次发射的频率。</p><p style=\"text-align: justify;\">9月份的All-In峰会上，马斯克又进一步做了披露，强调第三代星舰从发动机、助推器到飞船，都将在第二代的基础上进行“巨大的升级”，包括设计与结构、发动机性能以及任务的调整等等，其配置按照登陆火星来设计，但最终将由第四代星舰执行火星任务。</p><p style=\"text-align: justify;\">第三代星舰组合体整体高度将超过124米，基于新的不锈钢材料和焊接技术，在保证结构稳定性的同时，整体的质量预计减少10%-15%，减少燃料消耗，提升运力，有效载荷比进一步提升。另外，由于箭体的改进，载荷舱容积也相应增加 20%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d762089edc19cc4158646ffa075da19\" alt=\"\" title=\"\" tg-width=\"679\" tg-height=\"370\"/></p><p style=\"text-align: justify;\">不同版本星舰的参数配置，来源：@elonmusk </p><p style=\"text-align: justify;\">动力方面，发动机从第二代猛禽升级至第三代，燃油效率提升10-15%，单台发动机推力从230吨，提升至280吨，有效载荷100吨。 </p><p style=\"text-align: justify;\">设计和结构上，第三代星舰最典型的改进是助推器上用于控制姿态的新型格栅翼，尺寸增大50%且更加坚固，数量则是从四个减少到了三个。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd869dd74b2c8a2983544603c5e358bc\" alt=\"\" title=\"\" tg-width=\"960\" tg-height=\"567\"/></p><p style=\"text-align: justify;\">另外，格栅翼按照相隔 90° 的角度分布，以减少再入阻力，实现更大的攻角飞行。</p><p style=\"text-align: justify;\">同时格栅翼在助推器上的位置，相对这一代也更低，以减少热分级期间免受发动机排气的强烈热量和冲击力影响，缓解早期飞行测试中出现的栅格翼熔化问题，这也间接地提高了助推器的复用率。</p><p style=\"text-align: justify;\">过去一代和二代星舰讨论最多的就是“筷子夹火箭”，<strong>未来还将出现“筷子夹火箭”和“筷子夹飞船”的全塔式回收（海上回收的驳船成本省掉了）。</strong></p><p style=\"text-align: justify;\">根据SpaceX公布的进展和规划，第三代星舰预计在2025年年底开展地面测试，首飞有可能在2026年中期，具体要看Pad B发射塔的完成进度和第三代猛禽发动机的量产进度，依旧是亚轨道飞行，如果首飞顺利，后续就将切换执行轨道任务。</p><p style=\"text-align: justify;\">根据SpaceX在官网公布的信息，预计2028年执行飞往月球的货运测试任务，2030年执行飞往火星的货运测试任务，有效载荷的均价在“每吨1亿美元”。</p></body></html>","source":"lsy1580517846866","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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href=https://mp.weixin.qq.com/s/AFA_X0HyAxPA0tlAO18ljA><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间10月14日，马斯克旗下SpaceX进行星舰第十一次综合飞行测试（以下简称“十一飞”），其中超重型助推器目前顺利完成着陆燃烧阶段的各项配置和动力测试，之后关机坠海。飞船也顺利完成了有效载荷部署、返场机动等关键任务，成功溅落印度洋。本次飞行的星舰组合体由S38飞船和B15.2超重型二手助推器（八飞B15助推器）构成，也是第二代星舰的最后一次飞行测试。SpaceX对“十一飞”的定位很明确：以“...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/AFA_X0HyAxPA0tlAO18ljA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd412c8faf463c579b6e5899b31abbec","relate_stocks":{"DXYZ":"Destiny Tech100 Inc"},"source_url":"https://mp.weixin.qq.com/s/AFA_X0HyAxPA0tlAO18ljA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193533554","content_text":"北京时间10月14日，马斯克旗下SpaceX进行星舰第十一次综合飞行测试（以下简称“十一飞”），其中超重型助推器目前顺利完成着陆燃烧阶段的各项配置和动力测试，之后关机坠海。飞船也顺利完成了有效载荷部署、返场机动等关键任务，成功溅落印度洋。本次飞行的星舰组合体由S38飞船和B15.2超重型二手助推器（八飞B15助推器）构成，也是第二代星舰的最后一次飞行测试。SpaceX对“十一飞”的定位很明确：以“十飞”测试为基础进行进一步测试，为第三代星舰超重型助推器收集着陆燃烧配置和动力数据，对飞船的隔热瓦进行压力测试以及飞船返回发射场相关的太空点火、返场机动和导航优化等测试。位于发射塔上的S38B15.2星舰组合体，来源：SpaceX01核心任务：为第三代星舰铺路，为飞船返场做准备星舰“十一飞”使用的B15.2超重型助推器，是此前八飞助推器的复用，33台V2版猛禽发动机中的24台属于重复使用，这也是降本的关键点。助推器的核心目标是验证下一代星舰助推器着陆燃烧阶段的配置，尤其是在不同飞行阶段切换时，发动机启停的不同动力数据，包括：● 着陆燃烧初始阶段点燃13台发动机● 转向阶段切换为5台发动机，模拟路径微调机动至发射塔过程中的发动机配置（第二代星舰为3台发动机配置）● 着陆燃烧结束后切换为3台中央发动机，并在海平面上进入完全悬停状态，模拟筷子夹火箭过程中的发动机配置，之后关机坠入美国湾（墨西哥湾），不安排回收SpaceX解释称，第三代星舰超重型助推器设计的基准配置就是5台发动机，用于微调助推器飞行路径，进而为发动机的关闭提供额外冗余。星舰亚轨道飞行主要阶段示意图 来源：SpaceX星舰的二级飞船S38相关验证，核心是为后续返场做准备（发射出去还得安全返回），但此次也不回收，而是溅落印度洋，验证任务包括：● 动态倾斜机动测试。即着陆燃烧和溅落前（再入末段），测试动态倾斜机动和亚音速制导算法的性能，实现对飞船的精准控制，避免偏航。● 发动机太空点火稳定性、可靠性测试。太空真空环境下重新点火一台猛禽发动机的稳定性、可靠性测试（十飞已经成功）。● 隔热极限测试。再次移除部分隔热瓦，部分区域裸露未设置用于吸热的备用烧蚀层，对飞船再入阶段燃烧进行极限测试（不断地降本）。● 载荷部署测试。和前几次基本一致，测试星链卫星模拟器部署（“十飞”已经成功），模拟器将与飞船位于同一亚轨道，预计在进入大气层后失效。值得注意的是，SpaceX副总裁格斯滕迈尔（负责建造和飞行可靠性测试）此前表示，“十一飞”的飞船在隔热瓦外层包裹了一层“脆皮覆膜”，以便于填充隔热瓦缝隙，替代之前的填缝材料，一个是提升隔热性能，另一个则是减少贴隔热瓦、填缝的时间，提高复用效率。 星舰十一飞组合体相关信息，来源@vikranthjonna 02第二代星舰的最后一次“表演”到目前为止，星舰总计发射了11次，其中前6次由第一代星舰执行，“七飞”及之后的5次飞行更换为第二代星舰。本次飞行测试之前，SpaceX就进行了预告：字面上很明确，Starbase Pad 1（PAD A）发射台当前配置——第二代星舰——最后一次发射。根据之前的统计，“七飞”和“十飞”部分完成任务，“八飞”和“九飞”则完全成功，本次“十一飞”也非常顺利，第二代星舰的再入和回收能力相比第一代有明显提升，其中包括隔热性能极限验证、有效载荷部署以及猛禽发动机太空点火等，这些是未来第三代星舰完全回收、重复利用和商业化的关键。随着第三代星舰相关配置，包括设计、结构和重量的改变，也就意味着Starbase Pad 1发射台需要进行改造。 与此同时，Pad 2（Pad B）以及位于佛罗里达肯尼迪航天中心的L39A发射台也将在未来投入飞行测试（多发射场是未来高频发射的关键）。另外补充一点，发射场的增加也要求当地的制造工厂（Starship Starfactory）和总装车间（Megabay）的增加。目前，佛州和得州的总装车间都在扩建，佛州的总装车间起重能力大幅提升，预计2026年年底投入使用。在佛州的制造工厂落成前，星舰将继续在得州博卡奇卡的工厂制造，然后通过驳船运输到佛州总装发射。03第三代星舰组合体马斯克在今年3月份披露过，第三代星舰组合体已经在完善设计，2026年有信心实现100吨的有效载荷送入轨道，并且具备完全重复使用能力，然后在12个月内实现每周一次发射的频率。9月份的All-In峰会上，马斯克又进一步做了披露，强调第三代星舰从发动机、助推器到飞船，都将在第二代的基础上进行“巨大的升级”，包括设计与结构、发动机性能以及任务的调整等等，其配置按照登陆火星来设计，但最终将由第四代星舰执行火星任务。第三代星舰组合体整体高度将超过124米，基于新的不锈钢材料和焊接技术，在保证结构稳定性的同时，整体的质量预计减少10%-15%，减少燃料消耗，提升运力，有效载荷比进一步提升。另外，由于箭体的改进，载荷舱容积也相应增加 20%。不同版本星舰的参数配置，来源：@elonmusk 动力方面，发动机从第二代猛禽升级至第三代，燃油效率提升10-15%，单台发动机推力从230吨，提升至280吨，有效载荷100吨。 设计和结构上，第三代星舰最典型的改进是助推器上用于控制姿态的新型格栅翼，尺寸增大50%且更加坚固，数量则是从四个减少到了三个。 另外，格栅翼按照相隔 90° 的角度分布，以减少再入阻力，实现更大的攻角飞行。同时格栅翼在助推器上的位置，相对这一代也更低，以减少热分级期间免受发动机排气的强烈热量和冲击力影响，缓解早期飞行测试中出现的栅格翼熔化问题，这也间接地提高了助推器的复用率。过去一代和二代星舰讨论最多的就是“筷子夹火箭”，未来还将出现“筷子夹火箭”和“筷子夹飞船”的全塔式回收（海上回收的驳船成本省掉了）。根据SpaceX公布的进展和规划，第三代星舰预计在2025年年底开展地面测试，首飞有可能在2026年中期，具体要看Pad 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