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连叶_1603
08-05
不去火星了？
SpaceX 电话会：我们正与英伟达合作，设计卫星算力部署方案
连叶_1603
07-09
扯淡
台积电“老剧本”不好抄！SK海力士ADR套利难度升级 历史数据缺失及高波动率成最大“拦路虎”
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07:50","market":"us","language":"zh","title":"SpaceX 电话会：我们正与英伟达合作，设计卫星算力部署方案","url":"https://stock-news.laohu8.com/highlight/detail?id=1191087211","media":"华尔街见闻","summary":"马斯克称，SpaceX认为英伟达的Vera Rubin架构\"是目前最好的AI计算机\"，并计划明年开始发射搭载英伟达Vera Rubin NVL72机架式系统的Starmind卫星，将AI算力延伸至近地轨道。SpaceX的轨道算力愿景远不止于此。此次合作也标志着SpaceX正式加入英伟达的太空计算生态，今年3月英伟达推出太空计算平台时，公布的六家发射合作伙伴中尚未包括SpaceX。他表示，SpaceX预计年底在线算力将超过2吉瓦，明年底将接近10吉瓦而非此前预期的5吉瓦。","content":"<html><head></head><body><p style=\"text-align: left;\">SpaceX称正与英伟达合作，设计卫星算力部署方案。</p><p style=\"text-align: justify;\">华尔街见闻提及，8月4日，在SpaceX上市后首份季度业绩发布的投资者电话会议上，CEO马斯克宣布，<strong>公司已决定在AI算力建设上独家采用英伟达技术。</strong></p><p style=\"text-align: justify;\"><strong>马斯克称，SpaceX认为英伟达的Vera Rubin架构"是目前最好的AI计算机"，并计划明年开始发射搭载英伟达Vera Rubin NVL72机架式系统的Starmind卫星，将AI算力延伸至近地轨道。</strong></p><p style=\"text-align: justify;\">受此消息提振，英伟达盘后股价上涨超2%。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6f6a9dace8a01665fb45ea654624657b\" data-align=\"center\" tg-width=\"720\" tg-height=\"210\"/><span></span></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>独家押注英伟达，Starmind卫星明年启动发射</strong></h2><p style=\"text-align: justify;\">马斯克在电话会议上明确表态，SpaceX未来所有AI数据中心建设将独家采用英伟达系统。</p><p style=\"text-align: justify;\">他说：</p><blockquote><p style=\"text-align: justify;\">我们与英伟达在多个层面建立了紧密的合作与伙伴关系，我们选择独家使用英伟达。</p></blockquote><p style=\"text-align: justify;\">两家公司于8月4日宣布，将联合开发Starmind AI1卫星的算力载荷，这是一颗专门在近地轨道执行AI计算任务的航天器，将搭载英伟达的Vera CPU和Rubin GPU。</p><p style=\"text-align: justify;\"><strong>马斯克表示，NVL72系统的设计理念比传统标准机架式设计更具优势，因此SpaceX计划同步在地面和轨道上部署该系统。</strong></p><p style=\"text-align: justify;\">SpaceX的轨道算力愿景远不止于此。公司设想最终建立一个多达百万颗卫星的轨道网络，通过激光链路实现卫星间高速数据传输，构成一台分布式太空AI超级计算机。</p><p style=\"text-align: justify;\"><strong>此次合作也标志着SpaceX正式加入英伟达的太空计算生态，今年3月英伟达推出太空计算平台时，公布的六家发射合作伙伴中尚未包括SpaceX。</strong></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>算力扩张提速，目标直指20吉瓦</strong></h2><p style=\"text-align: justify;\"><strong>在算力规模上，马斯克给出了更为激进的扩张目标。</strong></p><p style=\"text-align: justify;\">他表示，SpaceX预计年底在线算力将超过2吉瓦，明年底将接近10吉瓦而非此前预期的5吉瓦。当摩根士丹利分析师Adam Jonas追问算力建设的推进节奏时，马斯克表示公司的实际目标已超出此前披露的范围。</p><p style=\"text-align: justify;\">他说：</p><blockquote><p style=\"text-align: justify;\">我们希望通过一系列项目，在明年底累计达到20吉瓦。</p></blockquote><p style=\"text-align: justify;\"><strong>马斯克同时指出当前的资源投入重点将落在电力和冷却设备上</strong>，而非GPU本身。马斯克同时坦承部分项目可能无法完全按时落地，但<strong>预计到2027年底可实现约15吉瓦的在线算力规模。</strong></p><p style=\"text-align: justify;\">轨道数据中心被视为替代地面大型数据中心的潜在方案之一。与地面设施相比，太空部署无需占用大量土地，散热压力也相对较小，但将服务器送入轨道并完成组网连接，在工程复杂度上同样面临相当挑战。</p></body></html>","source":"lsy1762389672944","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 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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 电话会：我们正与英伟达合作，设计卫星算力部署方案\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-05 07:50 北京时间 <a href=https://wallstreetcn.com/articles/3778687><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SpaceX称正与英伟达合作，设计卫星算力部署方案。华尔街见闻提及，8月4日，在SpaceX上市后首份季度业绩发布的投资者电话会议上，CEO马斯克宣布，公司已决定在AI算力建设上独家采用英伟达技术。马斯克称，SpaceX认为英伟达的Vera Rubin架构\"是目前最好的AI计算机\"，并计划明年开始发射搭载英伟达Vera Rubin NVL72机架式系统的Starmind卫星，将AI算力延伸至近地...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3778687\">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/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"SPAX":"2倍做多SPACEX ETF-T-REX","07788":"南方两倍做多英伟达","NVDB":"ProShares Ultra NVDA ETF","NVD":"2倍做空NVDA ETF-GraniteShares","SPCX":"SPAC and New Issue ETF","LOFF":"2倍做多SpaceX ETF-Direxion","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","SPCM":"2倍做多SpaceX ETF-Tradr","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDW":"NVDA周配息ETF-Roundhill","ANV":"GraniteShares Autocallable NVDA ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCQ":"2倍做空SpaceX ETF-Defiance","NVDD":"1倍做空NVDA ETF-Direxion","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDY":"NVDA期权收益策略ETF-YieldMax","SNK":"2倍做空SpaceX ETF-GraniteShares","NVII":"Rex NVDA Growth & Income ETF","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDA":"英伟达","SPCU":"2倍做多SpaceX ETF-Defiance","NVDU":"2倍做多NVDA ETF-Direxion","NVYY":"GraniteShares YieldBOOST NVDA ETF","SPAL":"2倍做多Space X ETF-GraniteShares","NVDS":"1.5倍做空NVDA ETF-Tradr","SPCF":"2倍做多SpaceX ETF-ProShares","NVDX":"2倍做多NVDA ETF-T-Rex","07388":"南方两倍做空英伟达","SPCG":"2倍做空SpaceX ETF-Tradr","NVDG":"2倍做多NVDA ETF- Leverage Shares","SPCH":"2倍做多SpaceX ETF-Leverage Shares"},"source_url":"https://wallstreetcn.com/articles/3778687","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191087211","content_text":"SpaceX称正与英伟达合作，设计卫星算力部署方案。华尔街见闻提及，8月4日，在SpaceX上市后首份季度业绩发布的投资者电话会议上，CEO马斯克宣布，公司已决定在AI算力建设上独家采用英伟达技术。马斯克称，SpaceX认为英伟达的Vera Rubin架构\"是目前最好的AI计算机\"，并计划明年开始发射搭载英伟达Vera Rubin NVL72机架式系统的Starmind卫星，将AI算力延伸至近地轨道。受此消息提振，英伟达盘后股价上涨超2%。独家押注英伟达，Starmind卫星明年启动发射马斯克在电话会议上明确表态，SpaceX未来所有AI数据中心建设将独家采用英伟达系统。他说：我们与英伟达在多个层面建立了紧密的合作与伙伴关系，我们选择独家使用英伟达。两家公司于8月4日宣布，将联合开发Starmind AI1卫星的算力载荷，这是一颗专门在近地轨道执行AI计算任务的航天器，将搭载英伟达的Vera CPU和Rubin GPU。马斯克表示，NVL72系统的设计理念比传统标准机架式设计更具优势，因此SpaceX计划同步在地面和轨道上部署该系统。SpaceX的轨道算力愿景远不止于此。公司设想最终建立一个多达百万颗卫星的轨道网络，通过激光链路实现卫星间高速数据传输，构成一台分布式太空AI超级计算机。此次合作也标志着SpaceX正式加入英伟达的太空计算生态，今年3月英伟达推出太空计算平台时，公布的六家发射合作伙伴中尚未包括SpaceX。算力扩张提速，目标直指20吉瓦在算力规模上，马斯克给出了更为激进的扩张目标。他表示，SpaceX预计年底在线算力将超过2吉瓦，明年底将接近10吉瓦而非此前预期的5吉瓦。当摩根士丹利分析师Adam Jonas追问算力建设的推进节奏时，马斯克表示公司的实际目标已超出此前披露的范围。他说：我们希望通过一系列项目，在明年底累计达到20吉瓦。马斯克同时指出当前的资源投入重点将落在电力和冷却设备上，而非GPU本身。马斯克同时坦承部分项目可能无法完全按时落地，但预计到2027年底可实现约15吉瓦的在线算力规模。轨道数据中心被视为替代地面大型数据中心的潜在方案之一。与地面设施相比，太空部署无需占用大量土地，散热压力也相对较小，但将服务器送入轨道并完成组网连接，在工程复杂度上同样面临相当挑战。","news_type":1,"symbols_score_info":{"SPCX":2,"NVDL":0.6,"SPCG":0.6,"LOFF":0.6,"07388":0.6,"SNK":0.6,"NVII":0.6,"ANV":0.6,"07788":0.6,"NVD":0.6,"NVDB":0.6,"NVDO":0.6,"NVDS":0.6,"NVDU":0.6,"NVDX":0.6,"SPCH":0.6,"NVDQ":0.6,"SPAX":0.6,"SPAL":0.6,"SSPC":0.6,"NVDG":0.6,"NVDY":0.6,"SPCM":0.6,"SPCF":0.6,"NVDA":2,"DIPS":0.6,"NVDW":0.6,"SPCQ":0.6,"SPCU":0.6,"NVDD":0.6,"NVYY":0.6}},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583940791841224,"gmtCreate":1783595185746,"gmtModify":1783595603593,"author":{"id":"3566301405017835","authorId":"3566301405017835","name":"连叶_1603","avatar":"https://static.tigerbbs.com/c82eb1cf12a390d9fc36ec701d175311","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566301405017835","idStr":"3566301405017835"},"themes":[],"title":"","htmlText":"扯淡","listText":"扯淡","text":"扯淡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583940791841224","repostId":"2650958940","repostType":2,"repost":{"id":"2650958940","kind":"news","pubTimestamp":1783589777,"share":"https://www.laohunote.com/m/news/2650958940?lang=zh_CN&edition=full","pubTime":"2026-07-09 17:36","market":"us","language":"zh","title":"台积电“老剧本”不好抄！SK海力士ADR套利难度升级 历史数据缺失及高波动率成最大“拦路虎”","url":"https://stock-news.laohu8.com/highlight/detail?id=2650958940","media":"智通财经","summary":"而SK海力士ADR将于周五首次挂牌交易，因此套利投资者缺乏历史基准，无法判断何种溢价属于正常水平，也更难判断当前价差究竟具有吸引力还是已经过度扩大。挑战不仅仅来自于缺乏历史价格数据。SK海力士近年来已成为亚洲波动性最高的大盘股之一。根据SK海力士7月6日提交的一份监管文件，美国存托凭证持有人可以注销ADR，并换取对应数量的韩国首尔上市普通股。相比之下，市场对于台积电可部分互换的ADR机制已有多年的交易经验。","content":"<html><head></head><body><p style=\"text-align: left;\">计划交易<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>新发行美国存托凭证(ADR)的套利交易员，正重新翻阅过去操作<a href=\"https://laohu8.com/S/TSM\">台积电</a>ADR套利交易时的经验。不过，许多市场人士表示，两者之间的可比性其实十分有限。</p><p style=\"text-align: left;\">台积电ADR拥有数十年的交易历史，投资者对于其相较本地股票通常会维持怎样的溢价已有较为清晰的认识。而SK海力士ADR将于周五首次挂牌交易，因此套利投资者缺乏历史基准，无法判断何种溢价属于正常水平，也更难判断当前价差究竟具有吸引力还是已经过度扩大。</p><p style=\"text-align: left;\">挑战不仅仅来自于缺乏历史价格数据。SK海力士近年来已成为亚洲波动性最高的大盘股之一。随着投资者持续涌入人工智能(AI)相关存储芯片概念股、以及与该股票挂钩的杠杆产品，其股价经常出现远超市场平均水平的单日波动。</p><p style=\"text-align: left;\">这种剧烈波动进一步加大了所谓的“价差风险”，即ADR与韩国首尔上市股票之间的价格走势，可能与套利交易员原本押注的方向出现明显偏离。Alphalex Capital Management HK Ltd.董事总经理、曾多年从事台积电ADR套利交易的Alex Au表示：“由于SK海力士波动性更高，价差风险也明显更大。因此，对于希望通过套利获取ADR溢价收益的投资者而言，他们必然会要求更高的回报率。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c0a87409258a209f48ab1770e03da677\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">此外，另一项不确定因素，在于SK海力士在韩国上市的普通股究竟能够在多大程度上转换为美国存托凭证(ADR)。根据SK海力士7月6日提交的一份监管文件，美国存托凭证持有人可以注销ADR，并换取对应数量的韩国首尔上市普通股。不过，投资者未来未必能够再将这些普通股重新转换为ADR，因为这一转换过程可能需要获得韩国监管机构等相关部门的批准。</p><p style=\"text-align: left;\">相比之下，市场对于台积电可部分互换的ADR机制已有多年的交易经验。尽管在AI热潮推动下，台积电ADR相较台湾本地股票的溢价一度持续扩大，但投资者仍可依据历史规律判断何时溢价已经过高，并最终回归正常水平(均值回归)。</p><p style=\"text-align: left;\">根据汇编数据，过去一个月，台积电ADR平均较台湾本地股票溢价约16%。这一价差长期以来大体呈现均值回归特征，因此在当前AI投资热潮打破这一规律之前，它一直是全球最受欢迎的相对价值套利交易之一。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3c5de3d19361950a3637b291fd3dff8\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">目前，多家机构投资者对于SK海力士ADR上市初期可能出现的溢价预测差异极大，从约5%到30%以上不等，这也凸显出市场在其正式上市前仍存在极大的不确定性。</p><p style=\"text-align: left;\">根据一份发送给机构客户的报告，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>销售与交易部门周三预计，SK海力士ADR初期溢价大约将在5%至10%之间;如果未来该ADR被纳入美国主要股票指数或交易所交易基金(ETF)，这一溢价还有进一步扩大的空间。</p><p style=\"text-align: left;\">独立特殊事件分析师、Smartkarma平台撰稿人Travis Lundy表示：“在经过一段时间交易、形成成熟市场之前，没有人能够准确判断它每天究竟应该维持怎样的溢价水平。”他补充称：“历史经验表明，这类ADR溢价确实可能升得很高，但通常不会长期维持在极高水平。”</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>台积电“老剧本”不好抄！SK海力士ADR套利难度升级 历史数据缺失及高波动率成最大“拦路虎”</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台积电“老剧本”不好抄！SK海力士ADR套利难度升级 历史数据缺失及高波动率成最大“拦路虎”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-09 17:36 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1465328.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>计划交易SK海力士新发行美国存托凭证(ADR)的套利交易员，正重新翻阅过去操作台积电ADR套利交易时的经验。不过，许多市场人士表示，两者之间的可比性其实十分有限。台积电ADR拥有数十年的交易历史，投资者对于其相较本地股票通常会维持怎样的溢价已有较为清晰的认识。而SK海力士ADR将于周五首次挂牌交易，因此套利投资者缺乏历史基准，无法判断何种溢价属于正常水平，也更难判断当前价差究竟具有吸引力还是已经...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1465328.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/17e5bdc1f226d4c948354da7f4f0ae4f","relate_stocks":{"BK4543":"AI","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","BK4512":"苹果概念","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0541501648.USD":"ALLSPRING EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4141":"半导体产品","SPTE":"SP FUNDS S&P GLOBAL TECHNOLOGY ETF","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0289960550.SGD":"AB FCP I - 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Au表示：“由于SK海力士波动性更高，价差风险也明显更大。因此，对于希望通过套利获取ADR溢价收益的投资者而言，他们必然会要求更高的回报率。”此外，另一项不确定因素，在于SK海力士在韩国上市的普通股究竟能够在多大程度上转换为美国存托凭证(ADR)。根据SK海力士7月6日提交的一份监管文件，美国存托凭证持有人可以注销ADR，并换取对应数量的韩国首尔上市普通股。不过，投资者未来未必能够再将这些普通股重新转换为ADR，因为这一转换过程可能需要获得韩国监管机构等相关部门的批准。相比之下，市场对于台积电可部分互换的ADR机制已有多年的交易经验。尽管在AI热潮推动下，台积电ADR相较台湾本地股票的溢价一度持续扩大，但投资者仍可依据历史规律判断何时溢价已经过高，并最终回归正常水平(均值回归)。根据汇编数据，过去一个月，台积电ADR平均较台湾本地股票溢价约16%。这一价差长期以来大体呈现均值回归特征，因此在当前AI投资热潮打破这一规律之前，它一直是全球最受欢迎的相对价值套利交易之一。目前，多家机构投资者对于SK海力士ADR上市初期可能出现的溢价预测差异极大，从约5%到30%以上不等，这也凸显出市场在其正式上市前仍存在极大的不确定性。根据一份发送给机构客户的报告，摩根士丹利销售与交易部门周三预计，SK海力士ADR初期溢价大约将在5%至10%之间;如果未来该ADR被纳入美国主要股票指数或交易所交易基金(ETF)，这一溢价还有进一步扩大的空间。独立特殊事件分析师、Smartkarma平台撰稿人Travis Lundy表示：“在经过一段时间交易、形成成熟市场之前，没有人能够准确判断它每天究竟应该维持怎样的溢价水平。”他补充称：“历史经验表明，这类ADR溢价确实可能升得很高，但通常不会长期维持在极高水平。”","news_type":1,"symbols_score_info":{"AVXC":0.6,"UMMA":0.6,"SPWO":0.6,"BAI":0.6,"CGIC":0.6,"CGNG":0.6,"SKHY":2.1,"TSMG":0.6,"MEMX":0.6,"SPTE":0.6,"TSM":2.1,"STSM":0.6,"TEK":0.6,"AIQ":0.6,"TSMZ":0.6,"CORO":0.6,"CGGO":0.6,"TSMU":0.6,"ASIA":0.6,"CWI":0.6,"KNOW":0.6,"CNEQ":0.6,"CGDG":0.6,"AVEM":0.6,"SMH":0.6,"AVSE":0.6,"TTEQ":0.6,"EMC":0.6,"03145":0.6,"EMM":0.6,"TSMX":0.6,"TSMY":0.6,"WUGI":0.6,"FDTX":0.6}},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":593291872546912,"gmtCreate":1785888574018,"gmtModify":1785890645746,"author":{"id":"3566301405017835","authorId":"3566301405017835","name":"连叶_1603","avatar":"https://static.tigerbbs.com/c82eb1cf12a390d9fc36ec701d175311","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566301405017835","idStr":"3566301405017835"},"themes":[],"title":"","htmlText":"不去火星了？","listText":"不去火星了？","text":"不去火星了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/593291872546912","repostId":"1191087211","repostType":2,"repost":{"id":"1191087211","kind":"news","pubTimestamp":1785887444,"share":"https://www.laohunote.com/m/news/1191087211?lang=zh_CN&edition=full","pubTime":"2026-08-05 07:50","market":"us","language":"zh","title":"SpaceX 电话会：我们正与英伟达合作，设计卫星算力部署方案","url":"https://stock-news.laohu8.com/highlight/detail?id=1191087211","media":"华尔街见闻","summary":"马斯克称，SpaceX认为英伟达的Vera Rubin架构\"是目前最好的AI计算机\"，并计划明年开始发射搭载英伟达Vera Rubin NVL72机架式系统的Starmind卫星，将AI算力延伸至近地轨道。SpaceX的轨道算力愿景远不止于此。此次合作也标志着SpaceX正式加入英伟达的太空计算生态，今年3月英伟达推出太空计算平台时，公布的六家发射合作伙伴中尚未包括SpaceX。他表示，SpaceX预计年底在线算力将超过2吉瓦，明年底将接近10吉瓦而非此前预期的5吉瓦。","content":"<html><head></head><body><p style=\"text-align: left;\">SpaceX称正与英伟达合作，设计卫星算力部署方案。</p><p style=\"text-align: justify;\">华尔街见闻提及，8月4日，在SpaceX上市后首份季度业绩发布的投资者电话会议上，CEO马斯克宣布，<strong>公司已决定在AI算力建设上独家采用英伟达技术。</strong></p><p style=\"text-align: justify;\"><strong>马斯克称，SpaceX认为英伟达的Vera Rubin架构"是目前最好的AI计算机"，并计划明年开始发射搭载英伟达Vera Rubin NVL72机架式系统的Starmind卫星，将AI算力延伸至近地轨道。</strong></p><p style=\"text-align: justify;\">受此消息提振，英伟达盘后股价上涨超2%。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6f6a9dace8a01665fb45ea654624657b\" data-align=\"center\" tg-width=\"720\" tg-height=\"210\"/><span></span></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>独家押注英伟达，Starmind卫星明年启动发射</strong></h2><p style=\"text-align: justify;\">马斯克在电话会议上明确表态，SpaceX未来所有AI数据中心建设将独家采用英伟达系统。</p><p style=\"text-align: justify;\">他说：</p><blockquote><p style=\"text-align: justify;\">我们与英伟达在多个层面建立了紧密的合作与伙伴关系，我们选择独家使用英伟达。</p></blockquote><p style=\"text-align: justify;\">两家公司于8月4日宣布，将联合开发Starmind AI1卫星的算力载荷，这是一颗专门在近地轨道执行AI计算任务的航天器，将搭载英伟达的Vera CPU和Rubin GPU。</p><p style=\"text-align: justify;\"><strong>马斯克表示，NVL72系统的设计理念比传统标准机架式设计更具优势，因此SpaceX计划同步在地面和轨道上部署该系统。</strong></p><p style=\"text-align: justify;\">SpaceX的轨道算力愿景远不止于此。公司设想最终建立一个多达百万颗卫星的轨道网络，通过激光链路实现卫星间高速数据传输，构成一台分布式太空AI超级计算机。</p><p style=\"text-align: justify;\"><strong>此次合作也标志着SpaceX正式加入英伟达的太空计算生态，今年3月英伟达推出太空计算平台时，公布的六家发射合作伙伴中尚未包括SpaceX。</strong></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>算力扩张提速，目标直指20吉瓦</strong></h2><p style=\"text-align: justify;\"><strong>在算力规模上，马斯克给出了更为激进的扩张目标。</strong></p><p style=\"text-align: justify;\">他表示，SpaceX预计年底在线算力将超过2吉瓦，明年底将接近10吉瓦而非此前预期的5吉瓦。当摩根士丹利分析师Adam Jonas追问算力建设的推进节奏时，马斯克表示公司的实际目标已超出此前披露的范围。</p><p style=\"text-align: justify;\">他说：</p><blockquote><p style=\"text-align: justify;\">我们希望通过一系列项目，在明年底累计达到20吉瓦。</p></blockquote><p style=\"text-align: justify;\"><strong>马斯克同时指出当前的资源投入重点将落在电力和冷却设备上</strong>，而非GPU本身。马斯克同时坦承部分项目可能无法完全按时落地，但<strong>预计到2027年底可实现约15吉瓦的在线算力规模。</strong></p><p style=\"text-align: justify;\">轨道数据中心被视为替代地面大型数据中心的潜在方案之一。与地面设施相比，太空部署无需占用大量土地，散热压力也相对较小，但将服务器送入轨道并完成组网连接，在工程复杂度上同样面临相当挑战。</p></body></html>","source":"lsy1762389672944","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 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Rubin架构\"是目前最好的AI计算机\"，并计划明年开始发射搭载英伟达Vera Rubin NVL72机架式系统的Starmind卫星，将AI算力延伸至近地...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3778687\">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/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"SPAX":"2倍做多SPACEX ETF-T-REX","07788":"南方两倍做多英伟达","NVDB":"ProShares Ultra NVDA ETF","NVD":"2倍做空NVDA ETF-GraniteShares","SPCX":"SPAC and New Issue ETF","LOFF":"2倍做多SpaceX ETF-Direxion","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","SPCM":"2倍做多SpaceX ETF-Tradr","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDW":"NVDA周配息ETF-Roundhill","ANV":"GraniteShares Autocallable NVDA ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCQ":"2倍做空SpaceX ETF-Defiance","NVDD":"1倍做空NVDA ETF-Direxion","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDY":"NVDA期权收益策略ETF-YieldMax","SNK":"2倍做空SpaceX ETF-GraniteShares","NVII":"Rex NVDA Growth & Income ETF","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDA":"英伟达","SPCU":"2倍做多SpaceX 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GPU。马斯克表示，NVL72系统的设计理念比传统标准机架式设计更具优势，因此SpaceX计划同步在地面和轨道上部署该系统。SpaceX的轨道算力愿景远不止于此。公司设想最终建立一个多达百万颗卫星的轨道网络，通过激光链路实现卫星间高速数据传输，构成一台分布式太空AI超级计算机。此次合作也标志着SpaceX正式加入英伟达的太空计算生态，今年3月英伟达推出太空计算平台时，公布的六家发射合作伙伴中尚未包括SpaceX。算力扩张提速，目标直指20吉瓦在算力规模上，马斯克给出了更为激进的扩张目标。他表示，SpaceX预计年底在线算力将超过2吉瓦，明年底将接近10吉瓦而非此前预期的5吉瓦。当摩根士丹利分析师Adam Jonas追问算力建设的推进节奏时，马斯克表示公司的实际目标已超出此前披露的范围。他说：我们希望通过一系列项目，在明年底累计达到20吉瓦。马斯克同时指出当前的资源投入重点将落在电力和冷却设备上，而非GPU本身。马斯克同时坦承部分项目可能无法完全按时落地，但预计到2027年底可实现约15吉瓦的在线算力规模。轨道数据中心被视为替代地面大型数据中心的潜在方案之一。与地面设施相比，太空部署无需占用大量土地，散热压力也相对较小，但将服务器送入轨道并完成组网连接，在工程复杂度上同样面临相当挑战。","news_type":1,"symbols_score_info":{"SPCX":2,"NVDL":0.6,"SPCG":0.6,"LOFF":0.6,"07388":0.6,"SNK":0.6,"NVII":0.6,"ANV":0.6,"07788":0.6,"NVD":0.6,"NVDB":0.6,"NVDO":0.6,"NVDS":0.6,"NVDU":0.6,"NVDX":0.6,"SPCH":0.6,"NVDQ":0.6,"SPAX":0.6,"SPAL":0.6,"SSPC":0.6,"NVDG":0.6,"NVDY":0.6,"SPCM":0.6,"SPCF":0.6,"NVDA":2,"DIPS":0.6,"NVDW":0.6,"SPCQ":0.6,"SPCU":0.6,"NVDD":0.6,"NVYY":0.6}},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583940791841224,"gmtCreate":1783595185746,"gmtModify":1783595603593,"author":{"id":"3566301405017835","authorId":"3566301405017835","name":"连叶_1603","avatar":"https://static.tigerbbs.com/c82eb1cf12a390d9fc36ec701d175311","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566301405017835","idStr":"3566301405017835"},"themes":[],"title":"","htmlText":"扯淡","listText":"扯淡","text":"扯淡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583940791841224","repostId":"2650958940","repostType":2,"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
