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五彩石头

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01-12 23:14

$特斯拉(TSLA)$

01-12 23:03

$MSCI Inc(MSCI)$ 再上

01-12 22:40

$Recursion Pharmaceuticals, Inc.(RXRX)$ 好好好！

01-08

$特斯拉(TSLA)$ 又往死跌呀

2025-12-30

$特斯拉(TSLA)$ 扛住

2025-12-23

$特斯拉(TSLA)$ 上上上

2025-12-22

这篇文章不错，转发给大家看看

特斯拉人形机器人“上岗”卖爆米花!

2025-12-20

这篇文章不错，转发给大家看看

马斯克上诉获胜，恢复2018年560亿美元的特斯拉薪酬协议

2025-12-11

这篇文章不错，转发给大家看看

马斯克确认SpaceX即将上市

2025-12-03

$特斯拉(TSLA)$ 机器人体态优美，真人里面也算是最灵活顺溜的那个人！马斯克天选之人！世界福音！上帝为人类送来的

2025-11-07

$特斯拉(TSLA)$ 马斯克薪资通过了

2025-10-28

$American Bitcoin(ABTC)$ 咋跌了？

2025-10-27

$特斯拉(TSLA)$ good

2025-10-22

$特斯拉(TSLA)$ 这444就是坎呀

2025-10-10

$纳斯达克(.IXIC)$ 咋了

2025-10-03

$MARA Holdings(MARA)$ 再辉煌一下

2025-10-02

$特斯拉(TSLA)$ 特斯拉辛苦了！

2025-09-26

这篇文章不错，转发给大家看看

马斯克证实 FSD V14.0 将在下周发布，称汽车将像是“有知觉的生物”

2025-09-26

$特斯拉(TSLA)$ 特斯拉辛苦了

2025-09-22

$特斯拉(TSLA)$ 还是香饽饽

去老虎APP查看更多动态

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扛住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516422715577144","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513947510629656,"gmtCreate":1766501629110,"gmtModify":1766501630808,"author":{"id":"4142718927566010","authorId":"4142718927566010","name":"五彩石头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142718927566010","authorIdStr":"4142718927566010"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 上上上","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 上上上","text":"$特斯拉(TSLA)$ 上上上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513947510629656","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513485764075912,"gmtCreate":1766389697297,"gmtModify":1766389699450,"author":{"id":"4142718927566010","authorId":"4142718927566010","name":"五彩石头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142718927566010","authorIdStr":"4142718927566010"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513485764075912","repostId":"2593910810","repostType":2,"repost":{"id":"2593910810","kind":"news","pubTimestamp":1766373060,"share":"https://www.laohu8.com/m/news/2593910810?lang=zh_CN&edition=full","pubTime":"2025-12-22 11:11","market":"us","language":"zh","title":"特斯拉人形机器人“上岗”卖爆米花!","url":"https://stock-news.laohu8.com/highlight/detail?id=2593910810","media":"中国家电网","summary":"特斯拉人形机器人Optimus近期技术进步显著，爆米花制作服务验证了人机交互安全性。过去一年，它从基础运动控制快速进化，掌握爆米花制作、功夫表演等复杂技能，在特斯拉Diner场景测试中体现实用价值。CEO马斯克强调的灵巧手部设计等三大核心技术挑战，特斯拉均取得进展，Optimus能处理家务等多样化任务。随着技术成熟，人形机器人产业进入量产爬坡阶段，2026年上半年或成量产关键窗口期，特斯拉占据有利位置，其突破为服务型机器人商业化提供重要参考。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>人形机器人Optimus近期技术进步显著，爆米花制作服务验证了人机交互安全性。过去一年，它从基础运动控制快速进化，掌握爆米花制作、功夫表演等复杂技能，在特斯拉Diner场景测试中体现实用价值。CEO马斯克强调的灵巧手部设计等三大核心技术挑战，特斯拉均取得进展，Optimus能处理家务等多样化任务。随着技术成熟，人形机器人产业进入量产爬坡阶段，2026年上半年或成量产关键窗口期，特斯拉占据有利位置，其突破为服务型机器人商业化提供重要参考。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251222112208668d152fu7un31u2na\"/></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>特斯拉人形机器人“上岗”卖爆米花!</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{ 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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特斯拉人形机器人“上岗”卖爆米花!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-22 11:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222112213a4688356&s=b><strong>中国家电网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉人形机器人Optimus近期技术进步显著，爆米花制作服务验证了人机交互安全性。过去一年，它从基础运动控制快速进化，掌握爆米花制作、功夫表演等复杂技能，在特斯拉Diner场景测试中体现实用价值。CEO马斯克强调的灵巧手部设计等三大核心技术挑战，特斯拉均取得进展，Optimus能处理家务等多样化任务。随着技术成熟，人形机器人产业进入量产爬坡阶段，2026年上半年或成量产关键窗口期，特斯拉占据有利...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222112213a4688356&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":{"LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","TSLA":"特斯拉","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) 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05:31","market":"us","language":"zh","title":"马斯克上诉获胜，恢复2018年560亿美元的特斯拉薪酬协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2592190999","media":"环球市场播报","summary":"特拉华州最高法院裁定，特斯拉首席执行官埃隆·马斯克2018年那份价值560亿美元的薪酬方案必须恢复执行。法院表示，特拉华州衡平法院此前作出的撤销马斯克薪酬的判决过于严苛。马斯克2018年从$特斯拉$获得的薪酬福利曾价值560亿美元，特拉华州最高法院周五恢复了这一薪酬福利，而两年前，下级法院曾以“深不可测 ”为由驳回了这一薪酬协议。","content":"<html><head></head><body><blockquote><p>特拉华州最高法院裁定，特斯拉首席执行官埃隆·马斯克2018年那份价值560亿美元的薪酬方案必须恢复执行。特拉华州最高法院于美东时间周五晚间作出这一终审裁决。</p><p>此前，一名特斯拉股东就这份史无前例的薪酬方案是否获得正当批准提起诉讼，本次裁决是该诉讼的最终上诉结果。法院表示，特拉华州衡平法院此前作出的撤销马斯克薪酬的判决过于严苛。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4311a4e732b6f0bbf589594731bb1992\" tg-width=\"550\" tg-height=\"366\"/></p><p>马斯克2018年从<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>获得的薪酬福利曾价值560亿美元，特拉华州最高法院周五恢复了这一薪酬福利，而两年前，下级法院曾以“深不可测 ”为由驳回了这一薪酬协议。这一裁决推翻了曾引起马斯克愤怒反弹并损害特拉华州商业友好声誉的判决。</p><p>在特斯拉股东于11月批准一项新的、规模更大的薪酬计划之前，该薪酬方案是迄今为止最大的薪酬方案。</p><p>这项裁决意味着，马斯克终于可以为他自2018年以来的工作获得报酬，当时他将特斯拉从陷入困境转变为全球最有价值的公司之一。</p><p>2018年的薪酬协议为马斯克提供了期权，如果公司达到各种里程碑，他可以以大幅折扣的价格收购约3.04亿股特斯拉股票，而特斯拉也确实做到了这一点。特斯拉在2018年估计，该计划的潜在价值为560亿美元，不过考虑到股价的上涨，到11月初，价值已膨胀到约1200亿美元。这些期权约占特斯拉已发行股票的9%。</p><p>马斯克从未领取过他的股票期权，因为在股东们批准了2018年的补偿后不久，董事会就遭到了理查德·托尔内塔的起诉，他是一位仅持有9股特斯拉股票的投资者。</p><p>2024年，特拉华州法官凯瑟琳·麦考密克在进行了为期五天的审判后得出结论，特斯拉的董事在股东投票批准该计划时存在冲突，并且对股东隐瞒了关键事实。她下令撤销2018年计划。</p><p>马斯克指责特拉华州法官是敌视科技创始人的激进分子，他敦促企业效仿特斯拉在其他地方重新注册成立公司。Dropbox、Roblox、The <a href=\"https://laohu8.com/S/TTD\">Trade Desk</a>和<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>等少数几家大公司将其合法住所迁往内华达州或得克萨斯州。不过，特拉华州仍然是迄今为止美国上市公司最受欢迎的合法注册地。</p><p></p></body></html>","source":"sina","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\" 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href=https://finance.sina.com.cn/stock/usstock/c/2025-12-20/doc-inhckvpr5099682.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特拉华州最高法院裁定，特斯拉首席执行官埃隆·马斯克2018年那份价值560亿美元的薪酬方案必须恢复执行。特拉华州最高法院于美东时间周五晚间作出这一终审裁决。此前，一名特斯拉股东就这份史无前例的薪酬方案是否获得正当批准提起诉讼，本次裁决是该诉讼的最终上诉结果。法院表示，特拉华州衡平法院此前作出的撤销马斯克薪酬的判决过于严苛。马斯克2018年从特斯拉获得的薪酬福利曾价值560亿美元，特拉华州最高法院...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-12-20/doc-inhckvpr5099682.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/4311a4e732b6f0bbf589594731bb1992","relate_stocks":{"BK4516":"特朗普概念","BK4612":"AI芯片","BK4592":"伊斯兰概念","BK4550":"红杉资本持仓","BK4588":"碎股","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","BK4604":"机器人概念","BK4581":"高盛持仓","BK4543":"AI","BK4527":"明星科技股","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-12-20/doc-inhckvpr5099682.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2592190999","content_text":"特拉华州最高法院裁定，特斯拉首席执行官埃隆·马斯克2018年那份价值560亿美元的薪酬方案必须恢复执行。特拉华州最高法院于美东时间周五晚间作出这一终审裁决。此前，一名特斯拉股东就这份史无前例的薪酬方案是否获得正当批准提起诉讼，本次裁决是该诉讼的最终上诉结果。法院表示，特拉华州衡平法院此前作出的撤销马斯克薪酬的判决过于严苛。马斯克2018年从特斯拉获得的薪酬福利曾价值560亿美元，特拉华州最高法院周五恢复了这一薪酬福利，而两年前，下级法院曾以“深不可测 ”为由驳回了这一薪酬协议。这一裁决推翻了曾引起马斯克愤怒反弹并损害特拉华州商业友好声誉的判决。在特斯拉股东于11月批准一项新的、规模更大的薪酬计划之前，该薪酬方案是迄今为止最大的薪酬方案。这项裁决意味着，马斯克终于可以为他自2018年以来的工作获得报酬，当时他将特斯拉从陷入困境转变为全球最有价值的公司之一。2018年的薪酬协议为马斯克提供了期权，如果公司达到各种里程碑，他可以以大幅折扣的价格收购约3.04亿股特斯拉股票，而特斯拉也确实做到了这一点。特斯拉在2018年估计，该计划的潜在价值为560亿美元，不过考虑到股价的上涨，到11月初，价值已膨胀到约1200亿美元。这些期权约占特斯拉已发行股票的9%。马斯克从未领取过他的股票期权，因为在股东们批准了2018年的补偿后不久，董事会就遭到了理查德·托尔内塔的起诉，他是一位仅持有9股特斯拉股票的投资者。2024年，特拉华州法官凯瑟琳·麦考密克在进行了为期五天的审判后得出结论，特斯拉的董事在股东投票批准该计划时存在冲突，并且对股东隐瞒了关键事实。她下令撤销2018年计划。马斯克指责特拉华州法官是敌视科技创始人的激进分子，他敦促企业效仿特斯拉在其他地方重新注册成立公司。Dropbox、Roblox、The Trade Desk和Coinbase等少数几家大公司将其合法住所迁往内华达州或得克萨斯州。不过，特拉华州仍然是迄今为止美国上市公司最受欢迎的合法注册地。","news_type":1,"symbols_score_info":{"TSLA":1.97}},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509567159288264,"gmtCreate":1765443987598,"gmtModify":1765443989895,"author":{"id":"4142718927566010","authorId":"4142718927566010","name":"五彩石头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142718927566010","authorIdStr":"4142718927566010"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509567159288264","repostId":"1105563375","repostType":2,"repost":{"id":"1105563375","kind":"news","pubTimestamp":1765419462,"share":"https://www.laohu8.com/m/news/1105563375?lang=zh_CN&edition=full","pubTime":"2025-12-11 10:17","market":"us","language":"zh","title":"马斯克确认SpaceX即将上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1105563375","media":"瓦砾村夫","summary":"一个多小时前，埃隆·马斯克在X上亲自确认了SpaceX即将上市的传闻。抗拒多年之后，SpaceX公司现在计划上市。这将使SpaceX能够筹集超过300亿美元的资金。现在SpaceX有望与之持平或超越这一数值。这个决定令人惊讶，因为马斯克长期以来一直抵制让SpaceX上市。此外，通过星舰项目，SpaceX正在建造第一款有可能真正将人类和大量人类生存所需物资送往火星的飞行器。马斯克还认为，一个规模更大、财力更雄厚的SpaceX对于完成火星定居是必要的。","content":"<html><head></head><body><p><strong>一个多小时前，埃隆·马斯克在X上亲自确认了SpaceX即将上市的传闻。</strong>这起可能是史上最大的IPO，即将借助AI、太空的风口轰鸣起飞。</p><p>两小时前，科技媒体Ars Technica的高级太空编辑，SpaceX传记《起飞》、《重返大气层》作者Eric Berger在X上转发了一篇他在Ars上发表的题为《抗拒数年后，SpaceX现在计划上市。原因何在?》的文章，并评论：“以下是我认为SpaceX即将上市的原因。”</p><p>埃隆火速点评，同时也确认了SpaceX上市的传闻：“<strong>一如既往，Eric的描述是准确的。</strong>”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d7e311e4209ade6e25eef9defcfd1e\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1204\"/></p><p>网友火速围观，一位埃隆粉甚至把股票代号都想好了：$SEX。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a656839e464d9a1805bcd75e68a460fb\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"507\"/></p><p>多年来，埃隆一直拒绝让SpaceX上市，他希望公司能专注于实现建造可快速重用的火箭，并登陆火星的愿景，上市对于公司的执行会带来额外的开销和干扰。</p><p>近几年，随着星链项目的顺利推进，他的口风有所松动，多次在访谈中透露，随着公司现金流转正并稳定，愿意将星链项目分拆单独上市。</p><p>本周二，彭博社曾报道，SpaceX计划最早于2026年中或尾以1.5万亿美元估值上市，募集超300亿美元的资金，主要用于搭建太空算力中心。</p><p>以下是Eric Berger发表的文章全文，引自Ars Technica网站。</p><h3 id=\"id_4263991924\">抗拒多年之后，SpaceX公司现在计划上市。原因何在？</h3><h3 id=\"id_3897325165\">&#34;人工智能竞赛在很大程度上取决于资产的积累和部署&#34;</h3><p>多家媒体报道，SpaceX计划明年通过IPO筹集数百亿美元，《Ars》可以证实这一消息。这标志着世界领先的航天公司及其创始人埃隆·马斯克的想法发生了重大转变。</p><p>《华尔街日报》和《The Information》上周五首先报道了IPO的可能性，彭博社在周二晚间跟进报道，称该公司将目标定为1.5万亿美元的估值。这将使SpaceX能够筹集超过300亿美元的资金。</p><p>这是一笔巨额资金。史上最大规模的IPO发生在2019年，当时国有沙特阿拉伯石油公司以阿美公司的名义开始公开交易，筹集了290亿美元。就收入而言，阿美公司是全球前五名的公司之一。</p><p>现在SpaceX有望与之持平或超越这一数值。SpaceX对公众投资者具有吸引力并不令人意外——它是全球在发射、天基通信等领域占据主导地位的航天公司。对于寻求无限增长的投资者来说，太空是最后的边疆。</p><p>但是，在公司的收入因星链互联网星座的增长而激增之际，马斯克为何现在要让SpaceX上市呢？这个决定令人惊讶，因为马斯克长期以来一直抵制让SpaceX上市。他不喜欢特斯拉受到的公开审查，并且担心股东对财务回报的渴望与他定居火星的最终目标不一致。</p><p><strong>数据中心</strong></p><p>《Ars》采访了多位熟悉马斯克及其想法的人士，以了解他为何希望让SpaceX上市。</p><p>近年来一个重大转变是人工智能的崛起。马斯克自2015年联合创立OpenAI以来就一直参与其中。后来他与联合创始人闹翻，并于2023年创办了自己的公司xAI。在特斯拉，他一直在推动智能驾驶技术，最近更专注于机器人技术。马斯克认为这些技术将在不久的将来融合，他相信这将深刻改变人类文明。</p><p>在接下来的18个月内筹集大量资金，将使马斯克拥有大量资本可以部署在SpaceX，因为他影响并参与这种技术融合。</p><p>SpaceX如何在这一领域发挥作用？在短期内，该公司计划开发一种改进版的星链卫星，作为在太空中建设数据中心的基础。在他拥有的社交媒体平台X上，马斯克10月底就说过：&#34;SpaceX会这么做。&#34;</p><p>但是，利用在地球上制造的下一代星链卫星只是他愿景的开始。&#34;更高一层的境界是在月球上建造卫星工厂，并使用质量投射器（电磁轨道炮）将人工智能卫星加速到月球逃逸速度，从而不需要火箭，&#34;马斯克上周末在X上说。&#34;这样每年可以扩展到超过100太瓦的人工智能能力，并在成为卡尔达肖夫II型文明的路上取得实质性进展。&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/098a3373f46cf990ee601f5f6fd9d1ad\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"772\"/></p><p>根据一些预测分析，SpaceX明年的收入预计将达到约220亿至240亿美元。这是一大笔钱——例如，这与美国宇航局的年度预算相当，而且SpaceX部署资本的效率远远高于政府。因此，该公司将能够完成很多事情。但有了大量的现金注入，SpaceX将能够发展得更快。设计和制造卫星并发射火箭在太空部署数据中心将需要大量现金。</p><p>长期在SpaceX工作、现任加州大学伯克利分校空间科学实验室任务运营主任的阿比·特里帕西认为，一旦马斯克意识到星链卫星可以设计成分布式的数据中心网络，事情就已成定局。</p><p>&#34;那就是在这么久以来都不太可能的情况下，IPO突然变得可行的时刻，&#34;特里帕西告诉《Ars》。&#34;如果你了解埃隆的策略，你就会知道，一旦他承诺做某事，就会全力以赴。人工智能竞赛在很大程度上取决于积累和部署比竞争对手更快的资产。IPO带来的雄厚资金将极大地帮助他的事业，并让所有其他竞争者处于不利地位。&#34;</p><p>目前马斯克的首要目标是&#34;赢得&#34;人工智能的战斗。他已经在xAI和特斯拉着手解决这个问题，现在他也寻求让SpaceX加入战局。让SpaceX上市并利用它来筹集惊人的资源，这表明他志在必得。</p><p><strong>那火星呢？</strong></p><p>马斯克在2002年创立SpaceX，目标是有朝一日定居火星。他从未动摇过这个目标，事实上，在过去的二十多年里，公司已经取得了相当大的进展。SpaceX现在承担了全球90%以上的轨道发射质量，拥有近90%的在轨卫星，并为美国政府大部分民用和军事太空活动提供支持。此外，通过星舰项目，SpaceX正在建造第一款有可能真正将人类和大量人类生存所需物资送往火星的飞行器。</p><p>但是，如果马斯克保持SpaceX私有化的理由是为了保护火星梦想，那他是否放弃了这个长期以来的目标呢？</p><p>不一定。很可能马斯克将人工智能视为火星愿景的关键部分。无论人们是否相信擎天柱机器人会成为可行的产品，马斯克是相信的。而且他曾谈到，将机器人送往火星，为第一批人类定居者铺平道路。</p><p>马斯克还认为，一个规模更大、财力更雄厚的SpaceX对于完成火星定居是必要的。他明白美国宇航局不会为此买单，因为该民用航天机构从事的是探索业务，而非定居业务。几年来，他一直表示，需要运送大约100万吨物资到火星才能建立一个自给自足的定居点。这大约需要1000艘飞船，包括燃料补给，至少需要1万次星舰发射。按照每次发射1亿美元计算，仅发射成本就达1万亿美元。</p><p>马斯克经常表达一种担忧，即定居火星的窗口期可能有限。也许金融市场崩溃。也许出现更严重的疫情。也许一颗大型小行星撞击地球。现在让SpaceX上市，就是赌他能在有生之年调动资源，让火星一号城成为现实。他今年已经54岁了。</p><p>当然，这个计划并非没有风险。如果人工智能存在泡沫，十年后，SpaceX可能在太空中拥有价值数千亿美元的卫星，但其用途有限。也许股东们宁愿SpaceX让他们成为百万富翁，而不是让人类成为跨行星物种。</p><p>但马斯克从不回避风险。所以，在此时加倍投入他最成功的资产，正是人们会期待他做的事情。</p></body></html>","source":"lsy1649056886487","collect":0,"html":"<!DOCTYPE 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}\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马斯克确认SpaceX即将上市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-11 10:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/vzqteNs190EmoCjLj4hleQ><strong>瓦砾村夫</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一个多小时前，埃隆·马斯克在X上亲自确认了SpaceX即将上市的传闻。这起可能是史上最大的IPO，即将借助AI、太空的风口轰鸣起飞。两小时前，科技媒体Ars Technica的高级太空编辑，SpaceX传记《起飞》、《重返大气层》作者Eric Berger在X上转发了一篇他在Ars上发表的题为《抗拒数年后，SpaceX现在计划上市。原因何在?》的文章，并评论：“以下是我认为SpaceX即将上市的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/vzqteNs190EmoCjLj4hleQ\">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/55d7e311e4209ade6e25eef9defcfd1e","relate_stocks":{"DXYZ":"Destiny Tech100 Inc","TSLA":"特斯拉","SATS":"回声星通信"},"source_url":"https://mp.weixin.qq.com/s/vzqteNs190EmoCjLj4hleQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105563375","content_text":"一个多小时前，埃隆·马斯克在X上亲自确认了SpaceX即将上市的传闻。这起可能是史上最大的IPO，即将借助AI、太空的风口轰鸣起飞。两小时前，科技媒体Ars Technica的高级太空编辑，SpaceX传记《起飞》、《重返大气层》作者Eric Berger在X上转发了一篇他在Ars上发表的题为《抗拒数年后，SpaceX现在计划上市。原因何在?》的文章，并评论：“以下是我认为SpaceX即将上市的原因。”埃隆火速点评，同时也确认了SpaceX上市的传闻：“一如既往，Eric的描述是准确的。”网友火速围观，一位埃隆粉甚至把股票代号都想好了：$SEX。多年来，埃隆一直拒绝让SpaceX上市，他希望公司能专注于实现建造可快速重用的火箭，并登陆火星的愿景，上市对于公司的执行会带来额外的开销和干扰。近几年，随着星链项目的顺利推进，他的口风有所松动，多次在访谈中透露，随着公司现金流转正并稳定，愿意将星链项目分拆单独上市。本周二，彭博社曾报道，SpaceX计划最早于2026年中或尾以1.5万亿美元估值上市，募集超300亿美元的资金，主要用于搭建太空算力中心。以下是Eric Berger发表的文章全文，引自Ars Technica网站。抗拒多年之后，SpaceX公司现在计划上市。原因何在？\"人工智能竞赛在很大程度上取决于资产的积累和部署\"多家媒体报道，SpaceX计划明年通过IPO筹集数百亿美元，《Ars》可以证实这一消息。这标志着世界领先的航天公司及其创始人埃隆·马斯克的想法发生了重大转变。《华尔街日报》和《The Information》上周五首先报道了IPO的可能性，彭博社在周二晚间跟进报道，称该公司将目标定为1.5万亿美元的估值。这将使SpaceX能够筹集超过300亿美元的资金。这是一笔巨额资金。史上最大规模的IPO发生在2019年，当时国有沙特阿拉伯石油公司以阿美公司的名义开始公开交易，筹集了290亿美元。就收入而言，阿美公司是全球前五名的公司之一。现在SpaceX有望与之持平或超越这一数值。SpaceX对公众投资者具有吸引力并不令人意外——它是全球在发射、天基通信等领域占据主导地位的航天公司。对于寻求无限增长的投资者来说，太空是最后的边疆。但是，在公司的收入因星链互联网星座的增长而激增之际，马斯克为何现在要让SpaceX上市呢？这个决定令人惊讶，因为马斯克长期以来一直抵制让SpaceX上市。他不喜欢特斯拉受到的公开审查，并且担心股东对财务回报的渴望与他定居火星的最终目标不一致。数据中心《Ars》采访了多位熟悉马斯克及其想法的人士，以了解他为何希望让SpaceX上市。近年来一个重大转变是人工智能的崛起。马斯克自2015年联合创立OpenAI以来就一直参与其中。后来他与联合创始人闹翻，并于2023年创办了自己的公司xAI。在特斯拉，他一直在推动智能驾驶技术，最近更专注于机器人技术。马斯克认为这些技术将在不久的将来融合，他相信这将深刻改变人类文明。在接下来的18个月内筹集大量资金，将使马斯克拥有大量资本可以部署在SpaceX，因为他影响并参与这种技术融合。SpaceX如何在这一领域发挥作用？在短期内，该公司计划开发一种改进版的星链卫星，作为在太空中建设数据中心的基础。在他拥有的社交媒体平台X上，马斯克10月底就说过：\"SpaceX会这么做。\"但是，利用在地球上制造的下一代星链卫星只是他愿景的开始。\"更高一层的境界是在月球上建造卫星工厂，并使用质量投射器（电磁轨道炮）将人工智能卫星加速到月球逃逸速度，从而不需要火箭，\"马斯克上周末在X上说。\"这样每年可以扩展到超过100太瓦的人工智能能力，并在成为卡尔达肖夫II型文明的路上取得实质性进展。\"根据一些预测分析，SpaceX明年的收入预计将达到约220亿至240亿美元。这是一大笔钱——例如，这与美国宇航局的年度预算相当，而且SpaceX部署资本的效率远远高于政府。因此，该公司将能够完成很多事情。但有了大量的现金注入，SpaceX将能够发展得更快。设计和制造卫星并发射火箭在太空部署数据中心将需要大量现金。长期在SpaceX工作、现任加州大学伯克利分校空间科学实验室任务运营主任的阿比·特里帕西认为，一旦马斯克意识到星链卫星可以设计成分布式的数据中心网络，事情就已成定局。\"那就是在这么久以来都不太可能的情况下，IPO突然变得可行的时刻，\"特里帕西告诉《Ars》。\"如果你了解埃隆的策略，你就会知道，一旦他承诺做某事，就会全力以赴。人工智能竞赛在很大程度上取决于积累和部署比竞争对手更快的资产。IPO带来的雄厚资金将极大地帮助他的事业，并让所有其他竞争者处于不利地位。\"目前马斯克的首要目标是\"赢得\"人工智能的战斗。他已经在xAI和特斯拉着手解决这个问题，现在他也寻求让SpaceX加入战局。让SpaceX上市并利用它来筹集惊人的资源，这表明他志在必得。那火星呢？马斯克在2002年创立SpaceX，目标是有朝一日定居火星。他从未动摇过这个目标，事实上，在过去的二十多年里，公司已经取得了相当大的进展。SpaceX现在承担了全球90%以上的轨道发射质量，拥有近90%的在轨卫星，并为美国政府大部分民用和军事太空活动提供支持。此外，通过星舰项目，SpaceX正在建造第一款有可能真正将人类和大量人类生存所需物资送往火星的飞行器。但是，如果马斯克保持SpaceX私有化的理由是为了保护火星梦想，那他是否放弃了这个长期以来的目标呢？不一定。很可能马斯克将人工智能视为火星愿景的关键部分。无论人们是否相信擎天柱机器人会成为可行的产品，马斯克是相信的。而且他曾谈到，将机器人送往火星，为第一批人类定居者铺平道路。马斯克还认为，一个规模更大、财力更雄厚的SpaceX对于完成火星定居是必要的。他明白美国宇航局不会为此买单，因为该民用航天机构从事的是探索业务，而非定居业务。几年来，他一直表示，需要运送大约100万吨物资到火星才能建立一个自给自足的定居点。这大约需要1000艘飞船，包括燃料补给，至少需要1万次星舰发射。按照每次发射1亿美元计算，仅发射成本就达1万亿美元。马斯克经常表达一种担忧，即定居火星的窗口期可能有限。也许金融市场崩溃。也许出现更严重的疫情。也许一颗大型小行星撞击地球。现在让SpaceX上市，就是赌他能在有生之年调动资源，让火星一号城成为现实。他今年已经54岁了。当然，这个计划并非没有风险。如果人工智能存在泡沫，十年后，SpaceX可能在太空中拥有价值数千亿美元的卫星，但其用途有限。也许股东们宁愿SpaceX让他们成为百万富翁，而不是让人类成为跨行星物种。但马斯克从不回避风险。所以，在此时加倍投入他最成功的资产，正是人们会期待他做的事情。","news_type":1,"symbols_score_info":{"TSLA":2,"DXYZ":2,"SATS":2}},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506858178662800,"gmtCreate":1764775271604,"gmtModify":1764775273787,"author":{"id":"4142718927566010","authorId":"4142718927566010","name":"五彩石头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142718927566010","authorIdStr":"4142718927566010"},"themes":[],"title":"","htmlText":"<a 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19:18","market":"us","language":"zh","title":"马斯克证实 FSD V14.0 将在下周发布，称汽车将像是“有知觉的生物”","url":"https://stock-news.laohu8.com/highlight/detail?id=1183868337","media":"IT之家","summary":"相比原定的时间晚一个月。","content":"<html><head></head><body><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> CEO 马斯克证实，FSD V14.0 将在下周发布，相比原定的时间晚一个月。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a339417efef87c63a4a2c3cf656999d\" title=\"\" tg-width=\"743\" tg-height=\"755\"/></p><p style=\"text-align: justify;\"><strong>马斯克曾在今年 7 月 11 日承诺 FSD V14.0 将在“大约六周内”推出</strong>，<strong>也就是 8 月 22 日</strong>，但直到现在马斯克才露面宣布延迟消息。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb68d41dd79529632419ded84dec38df\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: justify;\">不过小数点结尾为.0 的早期测试版 FSD 几乎只会分发给内部测试人员，<strong>普通用户一般要等到.2 或.3 小版本分发时才能收到推送</strong>，汽车媒体 AutoEvolution 根据往年经验，<strong>推测特斯拉车主得最快等到 11 月中旬才能收到 FSD V14 更新</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92ced1a9248d2de5a0a9d2f3695e22bd\" title=\"\" tg-width=\"1440\" tg-height=\"1078\"/></p><p style=\"text-align: justify;\">同时 FSD V14 也会让特斯拉车主们“喜忧参半”，附详情如下：</p><ul style=\"\"><li><p>喜：FSD V14 相比 FSD V13.2.9 的参数量增加了 10 倍，马斯克还“画饼”称老车主更新 FSD V14.2 后，他们的特斯拉汽车将变成“有知觉的动物”。</p></li><li><p>忧：由于规模过于庞大，搭载 HW3 硬件的特斯拉汽车无法升级，意味着这些老车主的汽车将停留在 FSD V12.6.4</p></li></ul><p style=\"text-align: justify;\">得益于大规模参数量，<strong>FSD V14 将使特斯拉汽车的辅助驾驶变得更加流畅和强大</strong>，<strong>还将具备部分 Robotaxi 的特性</strong>。此外，特斯拉还在考虑通过减少压缩视频训练数据来提升训练质量，不过具体效果仍需等到实际推送后才能知晓。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23f2363b02c551660203895438914fde\" title=\"\" tg-width=\"1200\" tg-height=\"630\"/></p></body></html>","source":"ithome","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>马斯克证实 FSD V14.0 将在下周发布，称汽车将像是“有知觉的生物”</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; 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href=https://www.ithome.com/0/886/111.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉 CEO 马斯克证实，FSD V14.0 将在下周发布，相比原定的时间晚一个月。马斯克曾在今年 7 月 11 日承诺 FSD V14.0 将在“大约六周内”推出，也就是 8 月 22 日，但直到现在马斯克才露面宣布延迟消息。不过小数点结尾为.0 的早期测试版 FSD 几乎只会分发给内部测试人员，普通用户一般要等到.2 或.3 小版本分发时才能收到推送，汽车媒体 AutoEvolution ...</p>\n\n<a href=\"https://www.ithome.com/0/886/111.htm\">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/ed34344fc969d4ec2ded3078edfdd3cd","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.ithome.com/0/886/111.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183868337","content_text":"特斯拉 CEO 马斯克证实，FSD V14.0 将在下周发布，相比原定的时间晚一个月。马斯克曾在今年 7 月 11 日承诺 FSD V14.0 将在“大约六周内”推出，也就是 8 月 22 日，但直到现在马斯克才露面宣布延迟消息。不过小数点结尾为.0 的早期测试版 FSD 几乎只会分发给内部测试人员，普通用户一般要等到.2 或.3 小版本分发时才能收到推送，汽车媒体 AutoEvolution 根据往年经验，推测特斯拉车主得最快等到 11 月中旬才能收到 FSD V14 更新。同时 FSD V14 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上上上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513947510629656","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513485764075912,"gmtCreate":1766389697297,"gmtModify":1766389699450,"author":{"id":"4142718927566010","authorId":"4142718927566010","name":"五彩石头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142718927566010","idStr":"4142718927566010"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513485764075912","repostId":"2593910810","repostType":2,"repost":{"id":"2593910810","kind":"news","pubTimestamp":1766373060,"share":"https://www.laohu8.com/m/news/2593910810?lang=zh_CN&edition=full","pubTime":"2025-12-22 11:11","market":"us","language":"zh","title":"特斯拉人形机器人“上岗”卖爆米花!","url":"https://stock-news.laohu8.com/highlight/detail?id=2593910810","media":"中国家电网","summary":"特斯拉人形机器人Optimus近期技术进步显著，爆米花制作服务验证了人机交互安全性。过去一年，它从基础运动控制快速进化，掌握爆米花制作、功夫表演等复杂技能，在特斯拉Diner场景测试中体现实用价值。CEO马斯克强调的灵巧手部设计等三大核心技术挑战，特斯拉均取得进展，Optimus能处理家务等多样化任务。随着技术成熟，人形机器人产业进入量产爬坡阶段，2026年上半年或成量产关键窗口期，特斯拉占据有利位置，其突破为服务型机器人商业化提供重要参考。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>人形机器人Optimus近期技术进步显著，爆米花制作服务验证了人机交互安全性。过去一年，它从基础运动控制快速进化，掌握爆米花制作、功夫表演等复杂技能，在特斯拉Diner场景测试中体现实用价值。CEO马斯克强调的灵巧手部设计等三大核心技术挑战，特斯拉均取得进展，Optimus能处理家务等多样化任务。随着技术成熟，人形机器人产业进入量产爬坡阶段，2026年上半年或成量产关键窗口期，特斯拉占据有利位置，其突破为服务型机器人商业化提供重要参考。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251222112208668d152fu7un31u2na\"/></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>特斯拉人形机器人“上岗”卖爆米花!</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{ 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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特斯拉人形机器人“上岗”卖爆米花!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-22 11:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222112213a4688356&s=b><strong>中国家电网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉人形机器人Optimus近期技术进步显著，爆米花制作服务验证了人机交互安全性。过去一年，它从基础运动控制快速进化，掌握爆米花制作、功夫表演等复杂技能，在特斯拉Diner场景测试中体现实用价值。CEO马斯克强调的灵巧手部设计等三大核心技术挑战，特斯拉均取得进展，Optimus能处理家务等多样化任务。随着技术成熟，人形机器人产业进入量产爬坡阶段，2026年上半年或成量产关键窗口期，特斯拉占据有利...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222112213a4688356&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":{"LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","TSLA":"特斯拉","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) 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ACC","BK4588":"碎股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222112213a4688356&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2593910810","content_text":"特斯拉人形机器人Optimus近期技术进步显著，爆米花制作服务验证了人机交互安全性。过去一年，它从基础运动控制快速进化，掌握爆米花制作、功夫表演等复杂技能，在特斯拉Diner场景测试中体现实用价值。CEO马斯克强调的灵巧手部设计等三大核心技术挑战，特斯拉均取得进展，Optimus能处理家务等多样化任务。随着技术成熟，人形机器人产业进入量产爬坡阶段，2026年上半年或成量产关键窗口期，特斯拉占据有利位置，其突破为服务型机器人商业化提供重要参考。","news_type":1,"symbols_score_info":{"TSLA":1.95,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512739520659480,"gmtCreate":1766207616870,"gmtModify":1766207619544,"author":{"id":"4142718927566010","authorId":"4142718927566010","name":"五彩石头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142718927566010","idStr":"4142718927566010"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512739520659480","repostId":"2592190999","repostType":2,"repost":{"id":"2592190999","kind":"news","pubTimestamp":1766179860,"share":"https://www.laohu8.com/m/news/2592190999?lang=zh_CN&edition=full","pubTime":"2025-12-20 05:31","market":"us","language":"zh","title":"马斯克上诉获胜，恢复2018年560亿美元的特斯拉薪酬协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2592190999","media":"环球市场播报","summary":"特拉华州最高法院裁定，特斯拉首席执行官埃隆·马斯克2018年那份价值560亿美元的薪酬方案必须恢复执行。法院表示，特拉华州衡平法院此前作出的撤销马斯克薪酬的判决过于严苛。马斯克2018年从$特斯拉$获得的薪酬福利曾价值560亿美元，特拉华州最高法院周五恢复了这一薪酬福利，而两年前，下级法院曾以“深不可测 ”为由驳回了这一薪酬协议。","content":"<html><head></head><body><blockquote><p>特拉华州最高法院裁定，特斯拉首席执行官埃隆·马斯克2018年那份价值560亿美元的薪酬方案必须恢复执行。特拉华州最高法院于美东时间周五晚间作出这一终审裁决。</p><p>此前，一名特斯拉股东就这份史无前例的薪酬方案是否获得正当批准提起诉讼，本次裁决是该诉讼的最终上诉结果。法院表示，特拉华州衡平法院此前作出的撤销马斯克薪酬的判决过于严苛。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4311a4e732b6f0bbf589594731bb1992\" tg-width=\"550\" tg-height=\"366\"/></p><p>马斯克2018年从<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>获得的薪酬福利曾价值560亿美元，特拉华州最高法院周五恢复了这一薪酬福利，而两年前，下级法院曾以“深不可测 ”为由驳回了这一薪酬协议。这一裁决推翻了曾引起马斯克愤怒反弹并损害特拉华州商业友好声誉的判决。</p><p>在特斯拉股东于11月批准一项新的、规模更大的薪酬计划之前，该薪酬方案是迄今为止最大的薪酬方案。</p><p>这项裁决意味着，马斯克终于可以为他自2018年以来的工作获得报酬，当时他将特斯拉从陷入困境转变为全球最有价值的公司之一。</p><p>2018年的薪酬协议为马斯克提供了期权，如果公司达到各种里程碑，他可以以大幅折扣的价格收购约3.04亿股特斯拉股票，而特斯拉也确实做到了这一点。特斯拉在2018年估计，该计划的潜在价值为560亿美元，不过考虑到股价的上涨，到11月初，价值已膨胀到约1200亿美元。这些期权约占特斯拉已发行股票的9%。</p><p>马斯克从未领取过他的股票期权，因为在股东们批准了2018年的补偿后不久，董事会就遭到了理查德·托尔内塔的起诉，他是一位仅持有9股特斯拉股票的投资者。</p><p>2024年，特拉华州法官凯瑟琳·麦考密克在进行了为期五天的审判后得出结论，特斯拉的董事在股东投票批准该计划时存在冲突，并且对股东隐瞒了关键事实。她下令撤销2018年计划。</p><p>马斯克指责特拉华州法官是敌视科技创始人的激进分子，他敦促企业效仿特斯拉在其他地方重新注册成立公司。Dropbox、Roblox、The <a href=\"https://laohu8.com/S/TTD\">Trade Desk</a>和<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>等少数几家大公司将其合法住所迁往内华达州或得克萨斯州。不过，特拉华州仍然是迄今为止美国上市公司最受欢迎的合法注册地。</p><p></p></body></html>","source":"sina","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\" 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href=https://finance.sina.com.cn/stock/usstock/c/2025-12-20/doc-inhckvpr5099682.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特拉华州最高法院裁定，特斯拉首席执行官埃隆·马斯克2018年那份价值560亿美元的薪酬方案必须恢复执行。特拉华州最高法院于美东时间周五晚间作出这一终审裁决。此前，一名特斯拉股东就这份史无前例的薪酬方案是否获得正当批准提起诉讼，本次裁决是该诉讼的最终上诉结果。法院表示，特拉华州衡平法院此前作出的撤销马斯克薪酬的判决过于严苛。马斯克2018年从特斯拉获得的薪酬福利曾价值560亿美元，特拉华州最高法院...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-12-20/doc-inhckvpr5099682.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/4311a4e732b6f0bbf589594731bb1992","relate_stocks":{"BK4516":"特朗普概念","BK4612":"AI芯片","BK4592":"伊斯兰概念","BK4550":"红杉资本持仓","BK4588":"碎股","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","BK4604":"机器人概念","BK4581":"高盛持仓","BK4543":"AI","BK4527":"明星科技股","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-12-20/doc-inhckvpr5099682.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2592190999","content_text":"特拉华州最高法院裁定，特斯拉首席执行官埃隆·马斯克2018年那份价值560亿美元的薪酬方案必须恢复执行。特拉华州最高法院于美东时间周五晚间作出这一终审裁决。此前，一名特斯拉股东就这份史无前例的薪酬方案是否获得正当批准提起诉讼，本次裁决是该诉讼的最终上诉结果。法院表示，特拉华州衡平法院此前作出的撤销马斯克薪酬的判决过于严苛。马斯克2018年从特斯拉获得的薪酬福利曾价值560亿美元，特拉华州最高法院周五恢复了这一薪酬福利，而两年前，下级法院曾以“深不可测 ”为由驳回了这一薪酬协议。这一裁决推翻了曾引起马斯克愤怒反弹并损害特拉华州商业友好声誉的判决。在特斯拉股东于11月批准一项新的、规模更大的薪酬计划之前，该薪酬方案是迄今为止最大的薪酬方案。这项裁决意味着，马斯克终于可以为他自2018年以来的工作获得报酬，当时他将特斯拉从陷入困境转变为全球最有价值的公司之一。2018年的薪酬协议为马斯克提供了期权，如果公司达到各种里程碑，他可以以大幅折扣的价格收购约3.04亿股特斯拉股票，而特斯拉也确实做到了这一点。特斯拉在2018年估计，该计划的潜在价值为560亿美元，不过考虑到股价的上涨，到11月初，价值已膨胀到约1200亿美元。这些期权约占特斯拉已发行股票的9%。马斯克从未领取过他的股票期权，因为在股东们批准了2018年的补偿后不久，董事会就遭到了理查德·托尔内塔的起诉，他是一位仅持有9股特斯拉股票的投资者。2024年，特拉华州法官凯瑟琳·麦考密克在进行了为期五天的审判后得出结论，特斯拉的董事在股东投票批准该计划时存在冲突，并且对股东隐瞒了关键事实。她下令撤销2018年计划。马斯克指责特拉华州法官是敌视科技创始人的激进分子，他敦促企业效仿特斯拉在其他地方重新注册成立公司。Dropbox、Roblox、The Trade Desk和Coinbase等少数几家大公司将其合法住所迁往内华达州或得克萨斯州。不过，特拉华州仍然是迄今为止美国上市公司最受欢迎的合法注册地。","news_type":1,"symbols_score_info":{"TSLA":1.97}},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509567159288264,"gmtCreate":1765443987598,"gmtModify":1765443989895,"author":{"id":"4142718927566010","authorId":"4142718927566010","name":"五彩石头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142718927566010","idStr":"4142718927566010"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509567159288264","repostId":"1105563375","repostType":2,"repost":{"id":"1105563375","kind":"news","pubTimestamp":1765419462,"share":"https://www.laohu8.com/m/news/1105563375?lang=zh_CN&edition=full","pubTime":"2025-12-11 10:17","market":"us","language":"zh","title":"马斯克确认SpaceX即将上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1105563375","media":"瓦砾村夫","summary":"一个多小时前，埃隆·马斯克在X上亲自确认了SpaceX即将上市的传闻。抗拒多年之后，SpaceX公司现在计划上市。这将使SpaceX能够筹集超过300亿美元的资金。现在SpaceX有望与之持平或超越这一数值。这个决定令人惊讶，因为马斯克长期以来一直抵制让SpaceX上市。此外，通过星舰项目，SpaceX正在建造第一款有可能真正将人类和大量人类生存所需物资送往火星的飞行器。马斯克还认为，一个规模更大、财力更雄厚的SpaceX对于完成火星定居是必要的。","content":"<html><head></head><body><p><strong>一个多小时前，埃隆·马斯克在X上亲自确认了SpaceX即将上市的传闻。</strong>这起可能是史上最大的IPO，即将借助AI、太空的风口轰鸣起飞。</p><p>两小时前，科技媒体Ars Technica的高级太空编辑，SpaceX传记《起飞》、《重返大气层》作者Eric Berger在X上转发了一篇他在Ars上发表的题为《抗拒数年后，SpaceX现在计划上市。原因何在?》的文章，并评论：“以下是我认为SpaceX即将上市的原因。”</p><p>埃隆火速点评，同时也确认了SpaceX上市的传闻：“<strong>一如既往，Eric的描述是准确的。</strong>”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d7e311e4209ade6e25eef9defcfd1e\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1204\"/></p><p>网友火速围观，一位埃隆粉甚至把股票代号都想好了：$SEX。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a656839e464d9a1805bcd75e68a460fb\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"507\"/></p><p>多年来，埃隆一直拒绝让SpaceX上市，他希望公司能专注于实现建造可快速重用的火箭，并登陆火星的愿景，上市对于公司的执行会带来额外的开销和干扰。</p><p>近几年，随着星链项目的顺利推进，他的口风有所松动，多次在访谈中透露，随着公司现金流转正并稳定，愿意将星链项目分拆单独上市。</p><p>本周二，彭博社曾报道，SpaceX计划最早于2026年中或尾以1.5万亿美元估值上市，募集超300亿美元的资金，主要用于搭建太空算力中心。</p><p>以下是Eric Berger发表的文章全文，引自Ars Technica网站。</p><h3 id=\"id_4263991924\">抗拒多年之后，SpaceX公司现在计划上市。原因何在？</h3><h3 id=\"id_3897325165\">&#34;人工智能竞赛在很大程度上取决于资产的积累和部署&#34;</h3><p>多家媒体报道，SpaceX计划明年通过IPO筹集数百亿美元，《Ars》可以证实这一消息。这标志着世界领先的航天公司及其创始人埃隆·马斯克的想法发生了重大转变。</p><p>《华尔街日报》和《The Information》上周五首先报道了IPO的可能性，彭博社在周二晚间跟进报道，称该公司将目标定为1.5万亿美元的估值。这将使SpaceX能够筹集超过300亿美元的资金。</p><p>这是一笔巨额资金。史上最大规模的IPO发生在2019年，当时国有沙特阿拉伯石油公司以阿美公司的名义开始公开交易，筹集了290亿美元。就收入而言，阿美公司是全球前五名的公司之一。</p><p>现在SpaceX有望与之持平或超越这一数值。SpaceX对公众投资者具有吸引力并不令人意外——它是全球在发射、天基通信等领域占据主导地位的航天公司。对于寻求无限增长的投资者来说，太空是最后的边疆。</p><p>但是，在公司的收入因星链互联网星座的增长而激增之际，马斯克为何现在要让SpaceX上市呢？这个决定令人惊讶，因为马斯克长期以来一直抵制让SpaceX上市。他不喜欢特斯拉受到的公开审查，并且担心股东对财务回报的渴望与他定居火星的最终目标不一致。</p><p><strong>数据中心</strong></p><p>《Ars》采访了多位熟悉马斯克及其想法的人士，以了解他为何希望让SpaceX上市。</p><p>近年来一个重大转变是人工智能的崛起。马斯克自2015年联合创立OpenAI以来就一直参与其中。后来他与联合创始人闹翻，并于2023年创办了自己的公司xAI。在特斯拉，他一直在推动智能驾驶技术，最近更专注于机器人技术。马斯克认为这些技术将在不久的将来融合，他相信这将深刻改变人类文明。</p><p>在接下来的18个月内筹集大量资金，将使马斯克拥有大量资本可以部署在SpaceX，因为他影响并参与这种技术融合。</p><p>SpaceX如何在这一领域发挥作用？在短期内，该公司计划开发一种改进版的星链卫星，作为在太空中建设数据中心的基础。在他拥有的社交媒体平台X上，马斯克10月底就说过：&#34;SpaceX会这么做。&#34;</p><p>但是，利用在地球上制造的下一代星链卫星只是他愿景的开始。&#34;更高一层的境界是在月球上建造卫星工厂，并使用质量投射器（电磁轨道炮）将人工智能卫星加速到月球逃逸速度，从而不需要火箭，&#34;马斯克上周末在X上说。&#34;这样每年可以扩展到超过100太瓦的人工智能能力，并在成为卡尔达肖夫II型文明的路上取得实质性进展。&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/098a3373f46cf990ee601f5f6fd9d1ad\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"772\"/></p><p>根据一些预测分析，SpaceX明年的收入预计将达到约220亿至240亿美元。这是一大笔钱——例如，这与美国宇航局的年度预算相当，而且SpaceX部署资本的效率远远高于政府。因此，该公司将能够完成很多事情。但有了大量的现金注入，SpaceX将能够发展得更快。设计和制造卫星并发射火箭在太空部署数据中心将需要大量现金。</p><p>长期在SpaceX工作、现任加州大学伯克利分校空间科学实验室任务运营主任的阿比·特里帕西认为，一旦马斯克意识到星链卫星可以设计成分布式的数据中心网络，事情就已成定局。</p><p>&#34;那就是在这么久以来都不太可能的情况下，IPO突然变得可行的时刻，&#34;特里帕西告诉《Ars》。&#34;如果你了解埃隆的策略，你就会知道，一旦他承诺做某事，就会全力以赴。人工智能竞赛在很大程度上取决于积累和部署比竞争对手更快的资产。IPO带来的雄厚资金将极大地帮助他的事业，并让所有其他竞争者处于不利地位。&#34;</p><p>目前马斯克的首要目标是&#34;赢得&#34;人工智能的战斗。他已经在xAI和特斯拉着手解决这个问题，现在他也寻求让SpaceX加入战局。让SpaceX上市并利用它来筹集惊人的资源，这表明他志在必得。</p><p><strong>那火星呢？</strong></p><p>马斯克在2002年创立SpaceX，目标是有朝一日定居火星。他从未动摇过这个目标，事实上，在过去的二十多年里，公司已经取得了相当大的进展。SpaceX现在承担了全球90%以上的轨道发射质量，拥有近90%的在轨卫星，并为美国政府大部分民用和军事太空活动提供支持。此外，通过星舰项目，SpaceX正在建造第一款有可能真正将人类和大量人类生存所需物资送往火星的飞行器。</p><p>但是，如果马斯克保持SpaceX私有化的理由是为了保护火星梦想，那他是否放弃了这个长期以来的目标呢？</p><p>不一定。很可能马斯克将人工智能视为火星愿景的关键部分。无论人们是否相信擎天柱机器人会成为可行的产品，马斯克是相信的。而且他曾谈到，将机器人送往火星，为第一批人类定居者铺平道路。</p><p>马斯克还认为，一个规模更大、财力更雄厚的SpaceX对于完成火星定居是必要的。他明白美国宇航局不会为此买单，因为该民用航天机构从事的是探索业务，而非定居业务。几年来，他一直表示，需要运送大约100万吨物资到火星才能建立一个自给自足的定居点。这大约需要1000艘飞船，包括燃料补给，至少需要1万次星舰发射。按照每次发射1亿美元计算，仅发射成本就达1万亿美元。</p><p>马斯克经常表达一种担忧，即定居火星的窗口期可能有限。也许金融市场崩溃。也许出现更严重的疫情。也许一颗大型小行星撞击地球。现在让SpaceX上市，就是赌他能在有生之年调动资源，让火星一号城成为现实。他今年已经54岁了。</p><p>当然，这个计划并非没有风险。如果人工智能存在泡沫，十年后，SpaceX可能在太空中拥有价值数千亿美元的卫星，但其用途有限。也许股东们宁愿SpaceX让他们成为百万富翁，而不是让人类成为跨行星物种。</p><p>但马斯克从不回避风险。所以，在此时加倍投入他最成功的资产，正是人们会期待他做的事情。</p></body></html>","source":"lsy1649056886487","collect":0,"html":"<!DOCTYPE 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}\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马斯克确认SpaceX即将上市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-11 10:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/vzqteNs190EmoCjLj4hleQ><strong>瓦砾村夫</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一个多小时前，埃隆·马斯克在X上亲自确认了SpaceX即将上市的传闻。这起可能是史上最大的IPO，即将借助AI、太空的风口轰鸣起飞。两小时前，科技媒体Ars Technica的高级太空编辑，SpaceX传记《起飞》、《重返大气层》作者Eric Berger在X上转发了一篇他在Ars上发表的题为《抗拒数年后，SpaceX现在计划上市。原因何在?》的文章，并评论：“以下是我认为SpaceX即将上市的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/vzqteNs190EmoCjLj4hleQ\">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/55d7e311e4209ade6e25eef9defcfd1e","relate_stocks":{"DXYZ":"Destiny Tech100 Inc","TSLA":"特斯拉","SATS":"回声星通信"},"source_url":"https://mp.weixin.qq.com/s/vzqteNs190EmoCjLj4hleQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105563375","content_text":"一个多小时前，埃隆·马斯克在X上亲自确认了SpaceX即将上市的传闻。这起可能是史上最大的IPO，即将借助AI、太空的风口轰鸣起飞。两小时前，科技媒体Ars Technica的高级太空编辑，SpaceX传记《起飞》、《重返大气层》作者Eric Berger在X上转发了一篇他在Ars上发表的题为《抗拒数年后，SpaceX现在计划上市。原因何在?》的文章，并评论：“以下是我认为SpaceX即将上市的原因。”埃隆火速点评，同时也确认了SpaceX上市的传闻：“一如既往，Eric的描述是准确的。”网友火速围观，一位埃隆粉甚至把股票代号都想好了：$SEX。多年来，埃隆一直拒绝让SpaceX上市，他希望公司能专注于实现建造可快速重用的火箭，并登陆火星的愿景，上市对于公司的执行会带来额外的开销和干扰。近几年，随着星链项目的顺利推进，他的口风有所松动，多次在访谈中透露，随着公司现金流转正并稳定，愿意将星链项目分拆单独上市。本周二，彭博社曾报道，SpaceX计划最早于2026年中或尾以1.5万亿美元估值上市，募集超300亿美元的资金，主要用于搭建太空算力中心。以下是Eric Berger发表的文章全文，引自Ars Technica网站。抗拒多年之后，SpaceX公司现在计划上市。原因何在？\"人工智能竞赛在很大程度上取决于资产的积累和部署\"多家媒体报道，SpaceX计划明年通过IPO筹集数百亿美元，《Ars》可以证实这一消息。这标志着世界领先的航天公司及其创始人埃隆·马斯克的想法发生了重大转变。《华尔街日报》和《The Information》上周五首先报道了IPO的可能性，彭博社在周二晚间跟进报道，称该公司将目标定为1.5万亿美元的估值。这将使SpaceX能够筹集超过300亿美元的资金。这是一笔巨额资金。史上最大规模的IPO发生在2019年，当时国有沙特阿拉伯石油公司以阿美公司的名义开始公开交易，筹集了290亿美元。就收入而言，阿美公司是全球前五名的公司之一。现在SpaceX有望与之持平或超越这一数值。SpaceX对公众投资者具有吸引力并不令人意外——它是全球在发射、天基通信等领域占据主导地位的航天公司。对于寻求无限增长的投资者来说，太空是最后的边疆。但是，在公司的收入因星链互联网星座的增长而激增之际，马斯克为何现在要让SpaceX上市呢？这个决定令人惊讶，因为马斯克长期以来一直抵制让SpaceX上市。他不喜欢特斯拉受到的公开审查，并且担心股东对财务回报的渴望与他定居火星的最终目标不一致。数据中心《Ars》采访了多位熟悉马斯克及其想法的人士，以了解他为何希望让SpaceX上市。近年来一个重大转变是人工智能的崛起。马斯克自2015年联合创立OpenAI以来就一直参与其中。后来他与联合创始人闹翻，并于2023年创办了自己的公司xAI。在特斯拉，他一直在推动智能驾驶技术，最近更专注于机器人技术。马斯克认为这些技术将在不久的将来融合，他相信这将深刻改变人类文明。在接下来的18个月内筹集大量资金，将使马斯克拥有大量资本可以部署在SpaceX，因为他影响并参与这种技术融合。SpaceX如何在这一领域发挥作用？在短期内，该公司计划开发一种改进版的星链卫星，作为在太空中建设数据中心的基础。在他拥有的社交媒体平台X上，马斯克10月底就说过：\"SpaceX会这么做。\"但是，利用在地球上制造的下一代星链卫星只是他愿景的开始。\"更高一层的境界是在月球上建造卫星工厂，并使用质量投射器（电磁轨道炮）将人工智能卫星加速到月球逃逸速度，从而不需要火箭，\"马斯克上周末在X上说。\"这样每年可以扩展到超过100太瓦的人工智能能力，并在成为卡尔达肖夫II型文明的路上取得实质性进展。\"根据一些预测分析，SpaceX明年的收入预计将达到约220亿至240亿美元。这是一大笔钱——例如，这与美国宇航局的年度预算相当，而且SpaceX部署资本的效率远远高于政府。因此，该公司将能够完成很多事情。但有了大量的现金注入，SpaceX将能够发展得更快。设计和制造卫星并发射火箭在太空部署数据中心将需要大量现金。长期在SpaceX工作、现任加州大学伯克利分校空间科学实验室任务运营主任的阿比·特里帕西认为，一旦马斯克意识到星链卫星可以设计成分布式的数据中心网络，事情就已成定局。\"那就是在这么久以来都不太可能的情况下，IPO突然变得可行的时刻，\"特里帕西告诉《Ars》。\"如果你了解埃隆的策略，你就会知道，一旦他承诺做某事，就会全力以赴。人工智能竞赛在很大程度上取决于积累和部署比竞争对手更快的资产。IPO带来的雄厚资金将极大地帮助他的事业，并让所有其他竞争者处于不利地位。\"目前马斯克的首要目标是\"赢得\"人工智能的战斗。他已经在xAI和特斯拉着手解决这个问题，现在他也寻求让SpaceX加入战局。让SpaceX上市并利用它来筹集惊人的资源，这表明他志在必得。那火星呢？马斯克在2002年创立SpaceX，目标是有朝一日定居火星。他从未动摇过这个目标，事实上，在过去的二十多年里，公司已经取得了相当大的进展。SpaceX现在承担了全球90%以上的轨道发射质量，拥有近90%的在轨卫星，并为美国政府大部分民用和军事太空活动提供支持。此外，通过星舰项目，SpaceX正在建造第一款有可能真正将人类和大量人类生存所需物资送往火星的飞行器。但是，如果马斯克保持SpaceX私有化的理由是为了保护火星梦想，那他是否放弃了这个长期以来的目标呢？不一定。很可能马斯克将人工智能视为火星愿景的关键部分。无论人们是否相信擎天柱机器人会成为可行的产品，马斯克是相信的。而且他曾谈到，将机器人送往火星，为第一批人类定居者铺平道路。马斯克还认为，一个规模更大、财力更雄厚的SpaceX对于完成火星定居是必要的。他明白美国宇航局不会为此买单，因为该民用航天机构从事的是探索业务，而非定居业务。几年来，他一直表示，需要运送大约100万吨物资到火星才能建立一个自给自足的定居点。这大约需要1000艘飞船，包括燃料补给，至少需要1万次星舰发射。按照每次发射1亿美元计算，仅发射成本就达1万亿美元。马斯克经常表达一种担忧，即定居火星的窗口期可能有限。也许金融市场崩溃。也许出现更严重的疫情。也许一颗大型小行星撞击地球。现在让SpaceX上市，就是赌他能在有生之年调动资源，让火星一号城成为现实。他今年已经54岁了。当然，这个计划并非没有风险。如果人工智能存在泡沫，十年后，SpaceX可能在太空中拥有价值数千亿美元的卫星，但其用途有限。也许股东们宁愿SpaceX让他们成为百万富翁，而不是让人类成为跨行星物种。但马斯克从不回避风险。所以，在此时加倍投入他最成功的资产，正是人们会期待他做的事情。","news_type":1,"symbols_score_info":{"TSLA":2,"DXYZ":2,"SATS":2}},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506858178662800,"gmtCreate":1764775271604,"gmtModify":1764775273787,"author":{"id":"4142718927566010","authorId":"4142718927566010","name":"五彩石头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142718927566010","idStr":"4142718927566010"},"themes":[],"title":"","htmlText":"<a 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