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畜牧教主马斯克
信徒基本守则:特斯拉不是车企,是规模最大的养殖业公司。做空/卖出特斯拉就是认知不够,跌了只能加仓,马大炮是神!马大炮拯救世界!2025特斯拉改名特能吹!要相信自己的认知永远是最高的!
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畜牧教主马斯克
畜牧教主马斯克
·
07:28
$SpaceX(SPCX)$
下周该破发了[开心] 马圣还不发帖让人别卖吗
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畜牧教主马斯克
畜牧教主马斯克
·
07-10 18:09
谁信的都和这个图一样
马斯克绘太空蓝图:十年内建成月球城市 五年内载人登火星
【马斯克绘太空蓝图:十年内建成月球城市 五年内载人登火星】在一档最新节目中,马斯克表示,他希望在未来十年内将数万人送往月球基地,今年年底目标将第一批物资送往月球和火星,以开始建立殖民地。马斯克预计,未
马斯克绘太空蓝图:十年内建成月球城市 五年内载人登火星
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畜牧教主马斯克
畜牧教主马斯克
·
07-10 18:05
又开始上火星了
SpaceX公布太空移民新规划:拟于2026年底前启动发射,特斯拉机器人将成首批“居民”
SpaceX创始人埃隆·马斯克近日公布了其太空移民计划的最新时间表。该计划拟于2026年底前启动火箭发射,将首批建设物资运往月球和火星。据悉,特斯拉研发的“擎天柱”人形机器人将作为首批“居民”先行进驻,负责太空基础设施的早期搭建工作。 根据最新规划,SpaceX已调整战略重心。 作为该计划的阶段性进展,SpaceX于当地时间周四利用“猎鹰9号”可重复使用火箭,成功将29颗“星链”卫星送入低地球轨道。
SpaceX公布太空移民新规划:拟于2026年底前启动发射,特斯拉机器人将成首批“居民”
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畜牧教主马斯克
畜牧教主马斯克
·
07-10 00:20
不需要造车,只需要新的ppt
Model Y会是特斯拉最后一款车吗?
与Model Y车型相比,Model Y L最大变化是座椅布局由二排五座改为三排六座。作为2019年上市的“老车”,Model Y依然是特斯拉的销量担当。相比几年前国产版Model Y上市时的人潮汹涌、销售爆单,如今的特斯拉热度下滑不少。与Model Y同期发布的Cybertruck皮卡,迎合了美国消费者的独特喜好,一度被视为特斯拉下一个爆款,据称每年可售出数百万辆。两款新车走的路与Model Y完全不同。
Model Y会是特斯拉最后一款车吗?
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畜牧教主马斯克
畜牧教主马斯克
·
07-08 23:52
$SpaceX(SPCX)$
贵是原罪[微笑] 马圣该发x控盘了
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畜牧教主马斯克
畜牧教主马斯克
·
07-08 23:31
$甲骨文(ORCL)$
抛压依旧强烈感觉要冲120了
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畜牧教主马斯克
畜牧教主马斯克
·
07-08
马圣的左右护法,还有个是丹
凯茜·伍德在股价下跌之际加倍押注SpaceX,继续抛售AMD股票
木头姐继续加仓SpaceX,减持AMD,押注商业航天、淡化芯片配置由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合,重点加码商业航天领域,同时减持半导体股。近期,市场对SpaceX的关注持续升温,焦点之一是公司IPO协议中的一项“30%规则”。值得一提的是,ARK周一已大举买入91.7万股SpaceX。市场目前聚焦AMD将于8月4日公布的业绩。事实上,ARK周一也已卖出约860万美元的AMD股票。
凯茜·伍德在股价下跌之际加倍押注SpaceX,继续抛售AMD股票
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畜牧教主马斯克
畜牧教主马斯克
·
07-07
$甲骨文(ORCL)$
严重跑输大盘
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畜牧教主马斯克
畜牧教主马斯克
·
07-07
一切都是为了股价,老套路
马斯克不造 iPhone,但他想让手机替你赚钱
图|Jonathan Raa这两者撞期,尽管被马斯克光速否认,但很难不让人想象他其实是在暗中规划一个“手机类”产品的。当年 11 月底,马斯克与蒂姆·库克会面之后,App Store 风波迅速降温,推特手机也就没了下文。图|纽约时报到了 2024 年,马斯克对于“造手机”的态度又发生了转变,这一次的原因则是 AI。随后,在网友向马斯克要求一款类似的“Grok phone”之后,马斯克通过各种渠道表态道:……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……
马斯克不造 iPhone,但他想让手机替你赚钱
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畜牧教主马斯克
畜牧教主马斯克
·
07-07
$SpaceX(SPCX)$
纳指的内鬼,谁纳入谁倒霉节奏
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马圣还不发帖让人别卖吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/584477389431560","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493271406476446","authorId":"3493271406476446","name":"Cary111","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3493271406476446","authorIdStr":"3493271406476446"},"content":"2万亿市值还没解禁呢,好戏还在后边呢,这么大的盘子韭菜有没有那么多呢,","text":"2万亿市值还没解禁呢,好戏还在后边呢,这么大的盘子韭菜有没有那么多呢,","html":"2万亿市值还没解禁呢,好戏还在后边呢,这么大的盘子韭菜有没有那么多呢,"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":584280885359808,"gmtCreate":1783678197358,"gmtModify":1783678199418,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"谁信的都和这个图一样","listText":"谁信的都和这个图一样","text":"谁信的都和这个图一样","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/584280885359808","repostId":"2650902156","repostType":2,"repost":{"id":"2650902156","kind":"live","pubTimestamp":1783664772,"share":"https://www.laohu8.com/m/news/2650902156?lang=zh_CN&edition=full","pubTime":"2026-07-10 14:26","market":"us","language":"zh","title":"马斯克绘太空蓝图:十年内建成月球城市 五年内载人登火星","url":"https://stock-news.laohu8.com/highlight/detail?id=2650902156","media":"智通财经","summary":"【马斯克绘太空蓝图:十年内建成月球城市 五年内载人登火星】在一档最新节目中,马斯克表示,他希望在未来十年内将数万人送往月球基地,今年年底目标将第一批物资送往月球和火星,以开始建立殖民地。马斯克预计,未","content":"<html><body><div>\n<div>\n<b>【马斯克绘太空蓝图:十年内建成月球城市 五年内载人登火星】</b>在一档最新节目中,马斯克表示,他希望在未来十年内将数万人送往月球基地,今年年底目标将第一批物资送往月球和火星,以开始建立殖民地。马斯克预计,未来两到三年,SpaceX将先送宇航员上月球,然后以此为基础迅速扩张,在未来五年内将人类送到月球和火星,并在十年内在月球表面建立永久性城市。这座月球城市预计功能完备、能实现自给自足,人们既可以永久定居,也可以度假。不过,他也强调,送人上火星的难度要高得多,因为旅途耗时更漫长,不过SpaceX计划五年内实现送人登上火星,并有望在未来10到12年内将数千人送往那里。此外,他还对扩展太空数据中心一事作出更明确的承诺,称SpaceX将于明年发射首批人工智能卫星,随后在未来两年内进行大规模部署。 </div>\n</div></body></html>","source":"live_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 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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\">\n马斯克绘太空蓝图:十年内建成月球城市 五年内载人登火星\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-10 14:26 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【马斯克绘太空蓝图:十年内建成月球城市 五年内载人登火星】在一档最新节目中,马斯克表示,他希望在未来十年内将数万人送往月球基地,今年年底目标将第一批物资送往月球和火星,以开始建立殖民地。马斯克预计,未来两到三年,SpaceX将先送宇航员上月球,然后以此为基础迅速扩张,在未来五年内将人类送到月球和火星,并在十年内在月球表面建立永久性城市。这座月球城市预计功能完备、能实现自给自足,人们既可以永久定居,...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LIT":"Global X Lithium & Battery Tech ETF","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","BK4581":"高盛持仓","BK4543":"AI","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) 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五年内载人登火星】在一档最新节目中,马斯克表示,他希望在未来十年内将数万人送往月球基地,今年年底目标将第一批物资送往月球和火星,以开始建立殖民地。马斯克预计,未来两到三年,SpaceX将先送宇航员上月球,然后以此为基础迅速扩张,在未来五年内将人类送到月球和火星,并在十年内在月球表面建立永久性城市。这座月球城市预计功能完备、能实现自给自足,人们既可以永久定居,也可以度假。不过,他也强调,送人上火星的难度要高得多,因为旅途耗时更漫长,不过SpaceX计划五年内实现送人登上火星,并有望在未来10到12年内将数千人送往那里。此外,他还对扩展太空数据中心一事作出更明确的承诺,称SpaceX将于明年发射首批人工智能卫星,随后在未来两年内进行大规模部署。","news_type":1,"symbols_score_info":{"WANT":0.6,"CRSH":0.6,"TSL":0.6,"TSLI":0.6,"TSII":0.6,"TSLS":0.6,"TSLG":0.6,"TSLO":0.6,"TSLW":0.6,"TESL":0.6,"TSLP":0.6,"TSLY":0.6,"IDRV":0.6,"TSLZ":0.6,"TSLR":0.6,"FDRV":0.6,"LIT":0.6,"09366":0.6,"TSLA":1.78,"07766":0.6,"TSLQ":0.6,"07366":0.6,"09766":0.6,"SMOG":0.6,"TSDD":0.6,"TSYY":0.6,"TLA":0.6,"TEST":0.6,"TSLL":0.6,"TSLT":0.6}},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":584279524016232,"gmtCreate":1783677900491,"gmtModify":1783677902969,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"又开始上火星了","listText":"又开始上火星了","text":"又开始上火星了","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/584279524016232","repostId":"2650009089","repostType":2,"repost":{"id":"2650009089","kind":"news","pubTimestamp":1783668300,"share":"https://www.laohu8.com/m/news/2650009089?lang=zh_CN&edition=full","pubTime":"2026-07-10 15:25","market":"hk","language":"zh","title":"SpaceX公布太空移民新规划:拟于2026年底前启动发射,特斯拉机器人将成首批“居民”","url":"https://stock-news.laohu8.com/highlight/detail?id=2650009089","media":"环球市场播报","summary":"SpaceX创始人埃隆·马斯克近日公布了其太空移民计划的最新时间表。该计划拟于2026年底前启动火箭发射,将首批建设物资运往月球和火星。据悉,特斯拉研发的“擎天柱”人形机器人将作为首批“居民”先行进驻,负责太空基础设施的早期搭建工作。 根据最新规划,SpaceX已调整战略重心。 作为该计划的阶段性进展,SpaceX于当地时间周四利用“猎鹰9号”可重复使用火箭,成功将29颗“星链”卫星送入低地球轨道。","content":"<html><body><div>\n<p> SpaceX创始人埃隆·马斯克近日公布了其太空移民计划的最新时间表。该计划拟于2026年底前启动火箭发射,将首批建设物资运往月球和火星。据悉,<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>研发的“擎天柱”(Optimus)人形机器人将作为首批“居民”先行进驻,负责太空基础设施的早期搭建工作。</p>\n<p> 根据最新规划,SpaceX已调整战略重心。马斯克此前表示,鉴于在月球建立基地的速度相对更快,公司目前正集中力量推进“月球城”建设,并计划在未来10年内正式<a href=\"https://laohu8.com/S/01630\">建成</a>。与此同时,他预计将在7年内向火星运送首批物资,并力争在2045年至2055年间,在火星上建成首个可自给自足的城市。</p>\n<p> 为支撑庞大的太空常态化运输与通信需求,SpaceX本周已向美国联邦通信委员会(FCC)递交申请,计划发射由10万颗卫星组成的全新卫星<a href=\"https://laohu8.com/S/STZ\">星座</a>。SpaceX创始团队成员吉姆·坎特雷尔(Jim Cantrell)对此表示,该卫星网络旨在全面提升地球与太空之间的通信效率,并为数以亿计的集中式人工智能(AI)设备提供核心算力。坎特雷尔强调,在人类正式抵达前,将由具备高效AI系统的机器人先行完成基地的建设与整备。</p>\n<p> 作为该计划的阶段性进展,SpaceX于当地时间周四利用“猎鹰9号”可重复使用火箭,成功将29颗“星链”卫星送入低地球轨道。马斯克在社交平台表示,为了运载建设太空定居点所需的重型机械,公司未来计划研发一款体量超越现役“星舰”(Starship)的超大型运输火箭。</p>\n<p> 然而,多位<a href=\"https://laohu8.com/S/000901\">航天</a>领域专家指出,该宏大计划在技术层面仍面临诸多严峻挑战。美国国家航空<a href=\"https://laohu8.com/S/00031\">航天</a>局(NASA)马歇尔航天飞行中心前首席技术官莱斯·约翰逊(Les Johnson)分析认为,实现廉价且可往返的航天运输是当前的首要瓶颈。尽管“星舰”此前已完成发射、回收及阶段性分离测试,但关键的“轨道空间燃料加注”技术尚未得到成功验证。</p>\n<p> 行业专家普遍认为,由于月球距离地球较近,往返仅需约3天,因此将作为火星移民计划的关键试验场。在月球基地建设中积累的物资卸载、太阳能发电、水氧循环以及栖息地建造等经验,后续将直接应用到长达6个月航程的火星探测任务中。</p>\n<p> 针对为何选择机器人作为先遣队,坎特雷尔指出,相较于生命保障系统极其复杂的生命体,人形机器人仅需太阳能电力和定期维护,在恶劣的太空生存环境中具有显著的保障优势。这一战略将集中整合马斯克旗下xAI公司的人工智能技术与特斯拉的硬件制造能力。关于物资保障及基地选址等核心生存要素,目前相关科研团队仍在进行可行性论证。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:龙运翔 </p>\n</div></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\" 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公布太空移民新规划:拟于2026年底前启动发射,特斯拉机器人将成首批“居民”</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{ 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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\">\nSpaceX公布太空移民新规划:拟于2026年底前启动发射,特斯拉机器人将成首批“居民”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-10 15:25 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-07-10/doc-inihhzry7166085.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SpaceX创始人埃隆·马斯克近日公布了其太空移民计划的最新时间表。该计划拟于2026年底前启动火箭发射,将首批建设物资运往月球和火星。据悉,特斯拉研发的“擎天柱”(Optimus)人形机器人将作为首批“居民”先行进驻,负责太空基础设施的早期搭建工作。\n 根据最新规划,SpaceX已调整战略重心。马斯克此前表示,鉴于在月球建立基地的速度相对更快,公司目前正集中力量推进“月球城”建设,并计划在未来...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-10/doc-inihhzry7166085.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNK":"2倍做空SpaceX ETF-GraniteShares","SPCU":"2倍做多SpaceX ETF-Defiance","DXYZ":"Destiny Tech100 Inc","XOVR":"ERShares Private-Public Crossover ETF","TSLI":"2倍做多TSLA ETF-ProShares","SPAL":"2倍做多Space X ETF-GraniteShares","SPCX":"SPAC and New Issue ETF","ROBO":"全球机器人自动化ETF-ROBO","TSLL":"2倍做多TSLA ETF-Direxion","SPCF":"2倍做多SpaceX ETF-ProShares","TLA":"GraniteShares Autocallable TSLA ETF","YMAG":"YieldMax Magnificent 7 Fund of Option 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ETF","TSLY":"TSLA期权收益策略ETF-YieldMax","KOMP":"SPDR S&P Kensho New Economies Composite ETF","TSLA":"特斯拉","SMOG":"VanEck Low Carbon Energy ETF","TSDD":"2倍做空TSLA ETF-GraniteShares","NVDA":"英伟达","TSL":"1.25倍做多TSLA ETF-GraniteShares","TSLZ":"2倍做空TSLA ETF-T-Rex","07766":"南方两倍做多特斯拉","UFO":"Procure Space ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-10/doc-inihhzry7166085.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2650009089","content_text":"SpaceX创始人埃隆·马斯克近日公布了其太空移民计划的最新时间表。该计划拟于2026年底前启动火箭发射,将首批建设物资运往月球和火星。据悉,特斯拉研发的“擎天柱”(Optimus)人形机器人将作为首批“居民”先行进驻,负责太空基础设施的早期搭建工作。\n 根据最新规划,SpaceX已调整战略重心。马斯克此前表示,鉴于在月球建立基地的速度相对更快,公司目前正集中力量推进“月球城”建设,并计划在未来10年内正式建成。与此同时,他预计将在7年内向火星运送首批物资,并力争在2045年至2055年间,在火星上建成首个可自给自足的城市。\n 为支撑庞大的太空常态化运输与通信需求,SpaceX本周已向美国联邦通信委员会(FCC)递交申请,计划发射由10万颗卫星组成的全新卫星星座。SpaceX创始团队成员吉姆·坎特雷尔(Jim Cantrell)对此表示,该卫星网络旨在全面提升地球与太空之间的通信效率,并为数以亿计的集中式人工智能(AI)设备提供核心算力。坎特雷尔强调,在人类正式抵达前,将由具备高效AI系统的机器人先行完成基地的建设与整备。\n 作为该计划的阶段性进展,SpaceX于当地时间周四利用“猎鹰9号”可重复使用火箭,成功将29颗“星链”卫星送入低地球轨道。马斯克在社交平台表示,为了运载建设太空定居点所需的重型机械,公司未来计划研发一款体量超越现役“星舰”(Starship)的超大型运输火箭。\n 然而,多位航天领域专家指出,该宏大计划在技术层面仍面临诸多严峻挑战。美国国家航空航天局(NASA)马歇尔航天飞行中心前首席技术官莱斯·约翰逊(Les Johnson)分析认为,实现廉价且可往返的航天运输是当前的首要瓶颈。尽管“星舰”此前已完成发射、回收及阶段性分离测试,但关键的“轨道空间燃料加注”技术尚未得到成功验证。\n 行业专家普遍认为,由于月球距离地球较近,往返仅需约3天,因此将作为火星移民计划的关键试验场。在月球基地建设中积累的物资卸载、太阳能发电、水氧循环以及栖息地建造等经验,后续将直接应用到长达6个月航程的火星探测任务中。\n 针对为何选择机器人作为先遣队,坎特雷尔指出,相较于生命保障系统极其复杂的生命体,人形机器人仅需太阳能电力和定期维护,在恶劣的太空生存环境中具有显著的保障优势。这一战略将集中整合马斯克旗下xAI公司的人工智能技术与特斯拉的硬件制造能力。关于物资保障及基地选址等核心生存要素,目前相关科研团队仍在进行可行性论证。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:龙运翔","news_type":1,"symbols_score_info":{"UFO":0.6,"SNK":1.5,"META":0.6,"LOFF":0.6,"YMAG":1.5,"SPAL":1.5,"TSLO":0.6,"SPCX":1.5,"07766":0.6,"BULZ":1.5,"TSL":0.6,"TSLS":0.6,"AAPL":0.6,"SMOG":0.6,"FDRV":0.6,"DXYZ":1.5,"SPCH":0.6,"TSLL":1.5,"TSLR":0.6,"TSLY":0.6,"TSYY":0.6,"TSLI":0.6,"SPCG":0.6,"TSLT":0.6,"SPCU":1.5,"CRSH":0.6,"ROBO":1.5,"SPCF":0.6,"TSDD":0.6,"IDRV":0.6,"TEST":0.6,"TLA":0.6,"TSLW":0.6,"GOOG":0.6,"KOMP":1.5,"TSLQ":0.6,"AMZN":0.6,"TSLZ":0.6,"NVDA":0.6,"TESL":0.6,"TSLP":0.6,"MSFT":0.6,"XOVR":1.5,"MAGY":1.5,"TSLG":0.6,"TSLA":1.5,"WANT":0.6,"TSII":0.6,"LIT":0.6}},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":584018091409984,"gmtCreate":1783614053176,"gmtModify":1783614065281,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"不需要造车,只需要新的ppt","listText":"不需要造车,只需要新的ppt","text":"不需要造车,只需要新的ppt","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/584018091409984","repostId":"2650656942","repostType":2,"repost":{"id":"2650656942","kind":"news","pubTimestamp":1783584502,"share":"https://www.laohu8.com/m/news/2650656942?lang=zh_CN&edition=full","pubTime":"2026-07-09 16:08","market":"us","language":"zh","title":"Model Y会是特斯拉最后一款车吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2650656942","media":"字母榜","summary":"与Model Y车型相比,Model Y L最大变化是座椅布局由二排五座改为三排六座。作为2019年上市的“老车”,Model Y依然是特斯拉的销量担当。相比几年前国产版Model Y上市时的人潮汹涌、销售爆单,如今的特斯拉热度下滑不少。与Model Y同期发布的Cybertruck皮卡,迎合了美国消费者的独特喜好,一度被视为特斯拉下一个爆款,据称每年可售出数百万辆。两款新车走的路与Model Y完全不同。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/ucms/2026_28/7F5D426D798ECEED3811D5F510ADD3DC082B2AB6_size660_w1014_h1014.png\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>终于“上新”了,但仔细一看,还是“老熟人”。</p><p>北京时间7月4日凌晨,<strong>特斯拉宣布Model Y L在美国开售,</strong>售价6.2万美元(约合42万元人民币),首批新车预计9、10月份交付。新车还同步登陆了波多黎各和阿联酋。</p><p>国内消费者对于Model Y L并不陌生。</p><p>这款车原本顶着“中国特供”的绰号,去年10月首先在国内发售。今年上半年,特斯拉把它销往韩国和新加坡,如今又引入了最大单一市场美国。</p><p>与Model Y车型相比,Model Y L最大变化是座椅布局由二排五座改为三排六座。它的车身长度增加约10厘米,电池容量、电机动力、中控屏、音响等配置也有提升。</p><p>这款改动不大的新车,堪称特斯拉近些年产品战略的缩影:<strong>把Model Y这台老车的价值尽可能压榨出来。</strong></p><p>一方面,它把Model Y做大、做长。</p><p>除了Model Y L,特斯拉有可能下半年发布Model Y L+。从名字不难看出,新车型是Model Y L的Plus版本,将继续升级现有配置。</p><p>另一方面,Model Y也在被做小、做便宜。</p><p>去年10月,特斯拉在中国上市Model Y L的同时,在美国推出Model 3/Y标准版。与老版本相比,两款标准版车型全方位减配,贯穿式灯条、全景天窗、后排触控屏、方向盘和外后视镜电动折叠等都被取消,智驾功能更是被砍到“大残”。</p><p>通过做一系列减法,Model 3/Y的起步价被拉低至4万美元以内。</p><p>作为2019年上市的“老车”,Model Y依然是特斯拉的销量担当。</p><p>2025年,特斯拉全球交付163.6万辆新车。根据海外汽车媒体AutoVista24的统计,<strong>Model Y全年交付108.6万辆,贡献66%的交付量,</strong>同时也是全球唯一交付破百万辆的电动车。</p><p>特斯拉并非拿不出新车。</p><p>过去七年间,特斯拉每隔一段时间就会释放新产品的消息,比如开售Cybertruck皮卡和Semi重卡,揭开了Cybecab和Robovan的面纱,预告了新一代Roadster跑车,入门车型Model 2也一度若隐若现。</p><p>但事到如今,这些新产品要么销量惨淡,要么仍停留在发布会和PPT上,甚至彻底销声匿迹。反而是Model Y,不断出小改款、新车型,似乎远未耗尽潜力。</p><p>那么问题来了:<strong>Model Y,难道是特斯拉最后一辆车?</strong></p><p><strong>A</strong></p><p>7月4日下午,字母榜作者来到北京北五环一家大型商场的特斯拉门店。<strong>在被问到特斯拉是否会有新车时,店员表示没有这方面的通知。</strong></p><p>随后,店员向字母榜推荐Model Y L,称其在提供六座大空间的同时,兼顾了操控和运动性能。尚未进入国内的特斯拉FSD智驾功能,也是店员推介的重点。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_28/6EA2B6F46776CA2E1C38F867F8684BB026C8AFC6_size46_w1080_h684.jpg\"/></p><p>图源:<a href=\"https://laohu8.com/S/000681\">视觉中国</a></p><p>但与同一商场内的鸿蒙智行、<a href=\"https://laohu8.com/S/XIACY\">小米</a>、<a href=\"https://laohu8.com/S/LI\">理想</a>、智己等品牌的新车相比,Model Y在外观、内饰、空间、配置、动力、电池等方面并不占优,甚至多数指标处于劣势。尤其是国产厂商擅长的内饰“堆料”,Model Y几乎全方位落后。</p><p>反映到消费端,特斯拉的进店客流明显不如其他品牌。<strong>相比几年前国产版Model Y上市时的人潮汹涌、销售爆单,如今的特斯拉热度下滑不少。</strong></p><p>2019年的Model Y,称得上全方位领先,不仅有品牌和创始人光环的加持,还在技术、设计和工艺上全方位领先,把一众还在“油改电”的新老车企甩得尾灯都看不到。</p><p>但如今,国内车企经过几年的摸打滚爬,不仅营销手法趋于成熟,产品的技术、设计和制造能力也有了长足进步。</p><p>与Model Y相比,国产新车在能耗管理、操控质感、智能驾驶等方面尚有差距;但在国内消费者更在意、更容易感知的部分,比如“空调彩电大沙发”、电池容量、智驾硬件规格等,本土品牌已经反超Model Y。</p><p>特斯拉不可能不知道这一局面。只不过,过去七年,<strong>它从未推出“S3XY”之外的全新走量车系,反而做了不少“一眼难卖”的新车,且跳票非常严重。</strong></p><p>与Model Y同期发布的Cybertruck皮卡,迎合了美国消费者的独特喜好,一度被视为特斯拉下一个爆款,据称每年可售出数百万辆。但这款车直到2023年底才开始量产,2024年卖出3.9万辆,2025年暴跌至1.88万辆,令外界大跌眼镜。</p><p>高昂的价格、糟糕的质量,是Cybertruck遭遇滑铁卢的主要原因。在纯电动皮卡这条没有多少人竞逐的赛道上,它甚至卖不过<a href=\"https://laohu8.com/S/F\">福特</a>F-150 Lightning,年销量比后者少了近1万辆。</p><p>去年9月,特斯拉停售Cybertruck入门款,只保留起售价高达5.3万美元的四驱版本。如此一来,这款车的销量更加不乐观。</p><p>特斯拉另一款备受关注的新车,是第二代Roadster跑车。</p><p>这款新车早在2017年11月就公开亮相,原定2020年量产,吸引不少车主交了5万美元的定金。然而,这款车跳票至今,最新消息是有望7、8月份发布。</p><p>其实,这款“传奇跳票王”就算正式开售,20万美元的高昂售价,也会把绝大多数消费者挡在门外。</p><p>真正有可能大卖的新车,是新的入门车型Model 2。</p><p>从2022年起,马斯克在多个场合提起这款新车,号称计划2025年下半年量产,售价仅2.5万美元。然而,2024年4月,特斯拉被曝出已经砍掉这款车型。马斯克旋即否认;但时至今日,<strong>Model 2不见踪影,已经从马斯克的语境里彻底消失。</strong></p><p>马斯克更愿意谈论的,是自动驾驶出租车Cybecab和电动重卡Semi。在第一季度的投资者更新报告中,特斯拉宣称两款车型今年都将量产。</p><p>目前,Cybecab进展还算顺利,2月下线了量产版,6月底又在美国得州奥斯汀市开启公开道路公开测试。</p><p>另一方面,Semi重卡也于4月底在特斯拉内华达超级工厂下线,距离其2017年首次亮相已经过去了9年。</p><p>但显而易见,取消方向盘和刹车踏板的Cybecab,并不打算卖给普通人;Semi重卡更是只有百事这样的大公司才有可能买单。两款新车走的路与Model Y完全不同。</p><p>这也意味着,<strong>特斯拉的产品路线图看不到任何全新车系。</strong>Model Y撑起了特斯拉半壁江山,很可能未来也会继续撑下去。</p><p><strong>B</strong></p><p>七年间,特斯拉迟迟没有推出新的走量车系,根本原因在于:<strong>特斯拉如今的超高市值,并不需要推出更多车型来维系。</strong></p><p>目前,特斯拉市值约为1.5万亿美元,相比巅峰时回落明显,但依然相当于丰田、<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>、现代、通用、宝马、奔驰、福特、大众等老牌车企市值总和的两倍多。</p><p>这并不意味着,特斯拉已经具备了碾压一切对手的实力。恰恰相反,<strong>在卖车这件事上,特斯拉的成绩单远远不及丰田等传统玩家。</strong></p><p>2025年,丰田以1132万辆的年销量,再度成为全球第一大车企。相比之下,特斯拉只卖出了163.6万辆车,相当于丰田的1/7。</p><p>财务指标方面,丰田也完胜特斯拉:营收相当于特斯拉的3.3倍,归母净利润相当于6.2倍。</p><p>特斯拉在单车净利润上扳回一城:上一财年为2319美元,丰田则为2102美元。不过,丰田热销车型价格便宜,能够做到与特斯拉相去不远,已经颇为不易。</p><p>但马斯克已经看明白一个残酷事实:车企在资本市场上没有前途。<strong>倘若特斯拉瞄着丰田打,那么即便把销量再翻几倍,它也撑不起现在的市值。</strong></p><p>传统车企的基本逻辑是:不断推出爆款车型,挤占每一条细分市场,扩大销量和销售额;再通过提高经营效率,换来利润增长。</p><p>这套逻辑非常成熟,也非常合理,催生了丰田这样的世界级巨头。唯一问题是,它太陈旧了,很难反向驱动车企实现技术和产品突破,也不会让市场产生任何兴奋感。</p><p>如今,丰田、大众等车企拥有几十款主要车型,销售表现也还算稳固,市值却每况愈下,还常常被外界视为动作迟缓、缺少创新。</p><p>特斯拉并不想掉进这样的陷阱。<strong>它从未打算彻底击败传统车企,自然也不着急再造新车。</strong></p><p>马斯克真正想做的是:重新定义一套属于未来的商业逻辑和估值体系,并把特斯拉的故事作为典范嵌入其中。</p><p>他反复鼓吹的新故事有三大支柱:自动驾驶、机器人和AI。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_28/51AE2D15E59ADB664A3FE9C40BC054A6002B924F_size73_w787_h430.jpg\"/></p><p>价格不菲的FSD智驾套件,是特斯拉自动驾驶叙事的核心。上季度,<strong>FSD全球付费用户达到约130万,相当于特斯拉累计售出车辆的14%,仍有很大增长空间。</strong></p><p>目前,这一自动驾驶软件主要用于美国市场。4月11日,荷兰批准FSD监督版上路,为其进入欧洲打开通路;中国市场也有望在年内对FSD敞开大门。</p><p>特斯拉CFO瓦伊巴夫-塔尼娅披露,公司已经改变汽车销售战略,“现在我们强调FSD才是产品,而汽车仅仅是交付机制。”再加上逐渐铺开的Cybecab,特斯拉自动驾驶板块跑得越来越快。</p><p>Optimus(擎天柱)机器人被视为特斯拉的第二增长曲线。马斯克将其称为“特斯拉有史以来最大的产品”。</p><p>按照计划,“擎天柱”将于2027年底前公开发售。<strong>特斯拉在加州弗里蒙特建设首座“擎天柱”大型工厂,设计年产能100万台。</strong>倘若一切顺利,这座工厂将在7月底或8月开始量产。他称之为“疯狂的速度”。</p><p>此外,得州奥斯汀超级工厂的第二代产线也在筹备中,预计2027年夏天投产,长期目标为年产1000万台。</p><p>至于AI,今年第一季度,特斯拉位于得州超级工厂的Cortex 2超级计算集群正式上线,并开始进行训练。3月,特斯拉还参与了Terafab芯片工厂建设计划,目标是建设年产1太瓦算力的芯片制造基地,<strong>相当于当前全球AI算力总产出的50倍。</strong></p><p>二级市场对于特斯拉的估值依据,主要是那些“画饼”业务——Robotaxi、“擎天柱”机器人、Terafab芯片工厂等,并不“刚需”更多车型。长期来看,造车对于特斯拉股价的影响只会越来越小。</p><p><strong>C</strong></p><p>对于马斯克的商业<a href=\"https://laohu8.com/S/00776\">帝国</a>来说,<strong>特斯拉既是一家车企,更是一个超级融资工具。</strong></p><p>这个帝国的重心,曾经是汽车和商业航天,如今已转向AI。在基础模型和AI App接连受挫后,马斯克想做的是AI基础设施,赚AI公司和科技大厂的钱。</p><p>负担这一使命是SpaceX。在将xAI吸纳进来后,它拥有强大的算力集群,开始向Anthropic、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等昔日对手出租算力;同时,它牵头的Terafab已经正式启动。</p><p>但<strong>钱从哪里来?马斯克还没能给出明确答案。</strong></p><p>SpaceX尚在亏损,且规模越来越大。根据招股书,2025年公司净亏损约49亿美元,2026年第一季度亏损达42亿美元。通过出租算力,SpaceX每个月能够增收约23亿美元,但仍不足以抹平亏损。</p><p>更何况,Terafab耗资巨大,外界估计,整个项目将需要5万亿~13万亿美元的资本投入;即便只达成100至200吉瓦/年的初期产能目标,也需要5000亿至1万亿美元。</p><p>如果搞不来钱,马斯克的宏大构想就只能停留在口头上。</p><p>所幸,<strong>马斯克的公司依然是资本市场的宠儿。</strong>通过推动旗下公司上市,马斯克总是能得到充沛的资金支持。</p><p>近一个月前,SpaceX登陆纳斯达克,以750亿美元的融资规模,成为有史以来规模最大的IPO。这家年营收不足200亿美元的公司,市值一度超过2.5万亿美元。</p><p>除了SpaceX,特斯拉也是马斯克吸纳资金的重要工具,同时也是撑起SpaceX估值的潜在支柱。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_28/05982E92AF249A29C015845533011D6269C71ABA_size571_w941_h456.png\"/></p><p>今年2月,在SpaceX合并xAI不久后,外界就传出了特斯拉也将“合体”的声音。如今,随着SpaceX股价大幅回调,马斯克需要新的利好;而把特斯拉融入SpaceX,将是一步立竿见影的好棋。</p><p><strong>作为融资工具的特斯拉,对于新车的需求,远远不如对于新故事的需求。</strong></p><p>特斯拉在Model Y之后推出的新产品,不求卖多少,甚至不必寻求马上开售,但一定要够轰动、够吸睛,给外界留下无限遐想空间。</p><p>马斯克做到了这一点。从Cybertruck到Cybecab,特斯拉总是能够讲出一个又一个激动人心的新故事,并与自动驾驶、AI等前沿技术挂钩,带着大众和资本市场神游天外。哪怕实际销量和落地情况不及预期,投资者也愿意相信这一套,并掏出真金白银买单。</p><p>同时,特斯拉并不在乎砍掉Model S/X这样的车型,哪怕会失去一小部分潜在订单。它也可以不去做Model 2,因为把资源投入到这种便宜车型,反而与特斯拉力图构筑的炫酷故事背道而驰。</p><p>在此情况下,每年仍能卖出上百万辆、撑起整个特斯拉现金流的Model Y,成为了那个略显乏味,却也不会出大错的唯一选择。</p><p>不过,<strong>特斯拉长时间过度依赖Model Y,已经产生了不小的负面后果。</strong></p><p>2024和2025年,特斯拉销量连续下滑。背后原因有很多,但车型单一、无法满足更多需求无疑是重要因素。特别是在中国,虽然Model Y的月销量依然让新势力们相形见绌,但它的领先优势正在被逐渐消解。</p><p>而在资本市场上,特斯拉的故事也越来越难讲。</p><p>7月初,特斯拉公布第二季度交付量,Model 3/Y交付467762辆,同比增长25%,股价却单日下跌逾7%。</p><p>界面新闻指出,特斯拉此前累计上涨四天,已经消化大部分预期。Karobaar Capital LP首席投资官Haris Khurshid说:“消息真正传来之后,就没什么值得兴奋的了。”</p><p><strong>托举了特斯拉七年的Model Y,真的有些“老”了。</strong></p><p>马斯克擅长造车,更擅长讲故事。在特斯拉走过上半场后,他把讲故事放在更重要位置,并以此取得巨大成功。如今,当特斯拉面临销量止步不前的挑战,并波及市值管理时,马斯克到了重新平衡“造车”与“讲故事”的十字路口。</p></body></html>","source":"fenghuang_stock","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>Model Y会是特斯拉最后一款车吗?</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\">\nModel Y会是特斯拉最后一款车吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-09 16:08 北京时间 <a href=https://tech.ifeng.com/c/8ucY5v48GKn><strong>字母榜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉终于“上新”了,但仔细一看,还是“老熟人”。北京时间7月4日凌晨,特斯拉宣布Model Y L在美国开售,售价6.2万美元(约合42万元人民币),首批新车预计9、10月份交付。新车还同步登陆了波多黎各和阿联酋。国内消费者对于Model Y L并不陌生。这款车原本顶着“中国特供”的绰号,去年10月首先在国内发售。今年上半年,特斯拉把它销往韩国和新加坡,如今又引入了最大单一市场美国。与Model...</p>\n\n<a href=\"https://tech.ifeng.com/c/8ucY5v48GKn\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TLA":"GraniteShares Autocallable TSLA ETF","TSLL":"2倍做多TSLA ETF-Direxion","TSLP":"TSLA收益溢价策略ETF-Kurv","BK4511":"特斯拉概念","YMAG":"YieldMax Magnificent 7 Fund of Option Income ETF","META":"Meta Platforms, Inc.","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","AAPL":"苹果","GOOG":"谷歌","LIT":"Global X Lithium & Battery Tech ETF","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","TSLQ":"2倍做空TSLA ETF-Tradr","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","TSLR":"2倍做多TSLA ETF-GraniteShares","TESL":"Simplify Volt TSLA Revolution ETF","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","WANT":"Direxion Daily Consumer Discretionary Bull 3x Shares","AMZN":"亚马逊","TSLS":"1倍做空TSLA ETF-Direxion","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION 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(JPYHDG) ACC","BK4551":"寇图资本持仓","TSLI":"2倍做多TSLA ETF-ProShares","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC"},"source_url":"https://tech.ifeng.com/c/8ucY5v48GKn","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2650656942","content_text":"特斯拉终于“上新”了,但仔细一看,还是“老熟人”。北京时间7月4日凌晨,特斯拉宣布Model Y L在美国开售,售价6.2万美元(约合42万元人民币),首批新车预计9、10月份交付。新车还同步登陆了波多黎各和阿联酋。国内消费者对于Model Y L并不陌生。这款车原本顶着“中国特供”的绰号,去年10月首先在国内发售。今年上半年,特斯拉把它销往韩国和新加坡,如今又引入了最大单一市场美国。与Model Y车型相比,Model Y L最大变化是座椅布局由二排五座改为三排六座。它的车身长度增加约10厘米,电池容量、电机动力、中控屏、音响等配置也有提升。这款改动不大的新车,堪称特斯拉近些年产品战略的缩影:把Model Y这台老车的价值尽可能压榨出来。一方面,它把Model Y做大、做长。除了Model Y L,特斯拉有可能下半年发布Model Y L+。从名字不难看出,新车型是Model Y L的Plus版本,将继续升级现有配置。另一方面,Model Y也在被做小、做便宜。去年10月,特斯拉在中国上市Model Y L的同时,在美国推出Model 3/Y标准版。与老版本相比,两款标准版车型全方位减配,贯穿式灯条、全景天窗、后排触控屏、方向盘和外后视镜电动折叠等都被取消,智驾功能更是被砍到“大残”。通过做一系列减法,Model 3/Y的起步价被拉低至4万美元以内。作为2019年上市的“老车”,Model Y依然是特斯拉的销量担当。2025年,特斯拉全球交付163.6万辆新车。根据海外汽车媒体AutoVista24的统计,Model Y全年交付108.6万辆,贡献66%的交付量,同时也是全球唯一交付破百万辆的电动车。特斯拉并非拿不出新车。过去七年间,特斯拉每隔一段时间就会释放新产品的消息,比如开售Cybertruck皮卡和Semi重卡,揭开了Cybecab和Robovan的面纱,预告了新一代Roadster跑车,入门车型Model 2也一度若隐若现。但事到如今,这些新产品要么销量惨淡,要么仍停留在发布会和PPT上,甚至彻底销声匿迹。反而是Model Y,不断出小改款、新车型,似乎远未耗尽潜力。那么问题来了:Model Y,难道是特斯拉最后一辆车?A7月4日下午,字母榜作者来到北京北五环一家大型商场的特斯拉门店。在被问到特斯拉是否会有新车时,店员表示没有这方面的通知。随后,店员向字母榜推荐Model Y L,称其在提供六座大空间的同时,兼顾了操控和运动性能。尚未进入国内的特斯拉FSD智驾功能,也是店员推介的重点。图源:视觉中国但与同一商场内的鸿蒙智行、小米、理想、智己等品牌的新车相比,Model Y在外观、内饰、空间、配置、动力、电池等方面并不占优,甚至多数指标处于劣势。尤其是国产厂商擅长的内饰“堆料”,Model Y几乎全方位落后。反映到消费端,特斯拉的进店客流明显不如其他品牌。相比几年前国产版Model Y上市时的人潮汹涌、销售爆单,如今的特斯拉热度下滑不少。2019年的Model Y,称得上全方位领先,不仅有品牌和创始人光环的加持,还在技术、设计和工艺上全方位领先,把一众还在“油改电”的新老车企甩得尾灯都看不到。但如今,国内车企经过几年的摸打滚爬,不仅营销手法趋于成熟,产品的技术、设计和制造能力也有了长足进步。与Model Y相比,国产新车在能耗管理、操控质感、智能驾驶等方面尚有差距;但在国内消费者更在意、更容易感知的部分,比如“空调彩电大沙发”、电池容量、智驾硬件规格等,本土品牌已经反超Model Y。特斯拉不可能不知道这一局面。只不过,过去七年,它从未推出“S3XY”之外的全新走量车系,反而做了不少“一眼难卖”的新车,且跳票非常严重。与Model Y同期发布的Cybertruck皮卡,迎合了美国消费者的独特喜好,一度被视为特斯拉下一个爆款,据称每年可售出数百万辆。但这款车直到2023年底才开始量产,2024年卖出3.9万辆,2025年暴跌至1.88万辆,令外界大跌眼镜。高昂的价格、糟糕的质量,是Cybertruck遭遇滑铁卢的主要原因。在纯电动皮卡这条没有多少人竞逐的赛道上,它甚至卖不过福特F-150 Lightning,年销量比后者少了近1万辆。去年9月,特斯拉停售Cybertruck入门款,只保留起售价高达5.3万美元的四驱版本。如此一来,这款车的销量更加不乐观。特斯拉另一款备受关注的新车,是第二代Roadster跑车。这款新车早在2017年11月就公开亮相,原定2020年量产,吸引不少车主交了5万美元的定金。然而,这款车跳票至今,最新消息是有望7、8月份发布。其实,这款“传奇跳票王”就算正式开售,20万美元的高昂售价,也会把绝大多数消费者挡在门外。真正有可能大卖的新车,是新的入门车型Model 2。从2022年起,马斯克在多个场合提起这款新车,号称计划2025年下半年量产,售价仅2.5万美元。然而,2024年4月,特斯拉被曝出已经砍掉这款车型。马斯克旋即否认;但时至今日,Model 2不见踪影,已经从马斯克的语境里彻底消失。马斯克更愿意谈论的,是自动驾驶出租车Cybecab和电动重卡Semi。在第一季度的投资者更新报告中,特斯拉宣称两款车型今年都将量产。目前,Cybecab进展还算顺利,2月下线了量产版,6月底又在美国得州奥斯汀市开启公开道路公开测试。另一方面,Semi重卡也于4月底在特斯拉内华达超级工厂下线,距离其2017年首次亮相已经过去了9年。但显而易见,取消方向盘和刹车踏板的Cybecab,并不打算卖给普通人;Semi重卡更是只有百事这样的大公司才有可能买单。两款新车走的路与Model Y完全不同。这也意味着,特斯拉的产品路线图看不到任何全新车系。Model Y撑起了特斯拉半壁江山,很可能未来也会继续撑下去。B七年间,特斯拉迟迟没有推出新的走量车系,根本原因在于:特斯拉如今的超高市值,并不需要推出更多车型来维系。目前,特斯拉市值约为1.5万亿美元,相比巅峰时回落明显,但依然相当于丰田、比亚迪、现代、通用、宝马、奔驰、福特、大众等老牌车企市值总和的两倍多。这并不意味着,特斯拉已经具备了碾压一切对手的实力。恰恰相反,在卖车这件事上,特斯拉的成绩单远远不及丰田等传统玩家。2025年,丰田以1132万辆的年销量,再度成为全球第一大车企。相比之下,特斯拉只卖出了163.6万辆车,相当于丰田的1/7。财务指标方面,丰田也完胜特斯拉:营收相当于特斯拉的3.3倍,归母净利润相当于6.2倍。特斯拉在单车净利润上扳回一城:上一财年为2319美元,丰田则为2102美元。不过,丰田热销车型价格便宜,能够做到与特斯拉相去不远,已经颇为不易。但马斯克已经看明白一个残酷事实:车企在资本市场上没有前途。倘若特斯拉瞄着丰田打,那么即便把销量再翻几倍,它也撑不起现在的市值。传统车企的基本逻辑是:不断推出爆款车型,挤占每一条细分市场,扩大销量和销售额;再通过提高经营效率,换来利润增长。这套逻辑非常成熟,也非常合理,催生了丰田这样的世界级巨头。唯一问题是,它太陈旧了,很难反向驱动车企实现技术和产品突破,也不会让市场产生任何兴奋感。如今,丰田、大众等车企拥有几十款主要车型,销售表现也还算稳固,市值却每况愈下,还常常被外界视为动作迟缓、缺少创新。特斯拉并不想掉进这样的陷阱。它从未打算彻底击败传统车企,自然也不着急再造新车。马斯克真正想做的是:重新定义一套属于未来的商业逻辑和估值体系,并把特斯拉的故事作为典范嵌入其中。他反复鼓吹的新故事有三大支柱:自动驾驶、机器人和AI。价格不菲的FSD智驾套件,是特斯拉自动驾驶叙事的核心。上季度,FSD全球付费用户达到约130万,相当于特斯拉累计售出车辆的14%,仍有很大增长空间。目前,这一自动驾驶软件主要用于美国市场。4月11日,荷兰批准FSD监督版上路,为其进入欧洲打开通路;中国市场也有望在年内对FSD敞开大门。特斯拉CFO瓦伊巴夫-塔尼娅披露,公司已经改变汽车销售战略,“现在我们强调FSD才是产品,而汽车仅仅是交付机制。”再加上逐渐铺开的Cybecab,特斯拉自动驾驶板块跑得越来越快。Optimus(擎天柱)机器人被视为特斯拉的第二增长曲线。马斯克将其称为“特斯拉有史以来最大的产品”。按照计划,“擎天柱”将于2027年底前公开发售。特斯拉在加州弗里蒙特建设首座“擎天柱”大型工厂,设计年产能100万台。倘若一切顺利,这座工厂将在7月底或8月开始量产。他称之为“疯狂的速度”。此外,得州奥斯汀超级工厂的第二代产线也在筹备中,预计2027年夏天投产,长期目标为年产1000万台。至于AI,今年第一季度,特斯拉位于得州超级工厂的Cortex 2超级计算集群正式上线,并开始进行训练。3月,特斯拉还参与了Terafab芯片工厂建设计划,目标是建设年产1太瓦算力的芯片制造基地,相当于当前全球AI算力总产出的50倍。二级市场对于特斯拉的估值依据,主要是那些“画饼”业务——Robotaxi、“擎天柱”机器人、Terafab芯片工厂等,并不“刚需”更多车型。长期来看,造车对于特斯拉股价的影响只会越来越小。C对于马斯克的商业帝国来说,特斯拉既是一家车企,更是一个超级融资工具。这个帝国的重心,曾经是汽车和商业航天,如今已转向AI。在基础模型和AI App接连受挫后,马斯克想做的是AI基础设施,赚AI公司和科技大厂的钱。负担这一使命是SpaceX。在将xAI吸纳进来后,它拥有强大的算力集群,开始向Anthropic、谷歌等昔日对手出租算力;同时,它牵头的Terafab已经正式启动。但钱从哪里来?马斯克还没能给出明确答案。SpaceX尚在亏损,且规模越来越大。根据招股书,2025年公司净亏损约49亿美元,2026年第一季度亏损达42亿美元。通过出租算力,SpaceX每个月能够增收约23亿美元,但仍不足以抹平亏损。更何况,Terafab耗资巨大,外界估计,整个项目将需要5万亿~13万亿美元的资本投入;即便只达成100至200吉瓦/年的初期产能目标,也需要5000亿至1万亿美元。如果搞不来钱,马斯克的宏大构想就只能停留在口头上。所幸,马斯克的公司依然是资本市场的宠儿。通过推动旗下公司上市,马斯克总是能得到充沛的资金支持。近一个月前,SpaceX登陆纳斯达克,以750亿美元的融资规模,成为有史以来规模最大的IPO。这家年营收不足200亿美元的公司,市值一度超过2.5万亿美元。除了SpaceX,特斯拉也是马斯克吸纳资金的重要工具,同时也是撑起SpaceX估值的潜在支柱。今年2月,在SpaceX合并xAI不久后,外界就传出了特斯拉也将“合体”的声音。如今,随着SpaceX股价大幅回调,马斯克需要新的利好;而把特斯拉融入SpaceX,将是一步立竿见影的好棋。作为融资工具的特斯拉,对于新车的需求,远远不如对于新故事的需求。特斯拉在Model Y之后推出的新产品,不求卖多少,甚至不必寻求马上开售,但一定要够轰动、够吸睛,给外界留下无限遐想空间。马斯克做到了这一点。从Cybertruck到Cybecab,特斯拉总是能够讲出一个又一个激动人心的新故事,并与自动驾驶、AI等前沿技术挂钩,带着大众和资本市场神游天外。哪怕实际销量和落地情况不及预期,投资者也愿意相信这一套,并掏出真金白银买单。同时,特斯拉并不在乎砍掉Model S/X这样的车型,哪怕会失去一小部分潜在订单。它也可以不去做Model 2,因为把资源投入到这种便宜车型,反而与特斯拉力图构筑的炫酷故事背道而驰。在此情况下,每年仍能卖出上百万辆、撑起整个特斯拉现金流的Model Y,成为了那个略显乏味,却也不会出大错的唯一选择。不过,特斯拉长时间过度依赖Model Y,已经产生了不小的负面后果。2024和2025年,特斯拉销量连续下滑。背后原因有很多,但车型单一、无法满足更多需求无疑是重要因素。特别是在中国,虽然Model Y的月销量依然让新势力们相形见绌,但它的领先优势正在被逐渐消解。而在资本市场上,特斯拉的故事也越来越难讲。7月初,特斯拉公布第二季度交付量,Model 3/Y交付467762辆,同比增长25%,股价却单日下跌逾7%。界面新闻指出,特斯拉此前累计上涨四天,已经消化大部分预期。Karobaar Capital LP首席投资官Haris Khurshid说:“消息真正传来之后,就没什么值得兴奋的了。”托举了特斯拉七年的Model Y,真的有些“老”了。马斯克擅长造车,更擅长讲故事。在特斯拉走过上半场后,他把讲故事放在更重要位置,并以此取得巨大成功。如今,当特斯拉面临销量止步不前的挑战,并波及市值管理时,马斯克到了重新平衡“造车”与“讲故事”的十字路口。","news_type":1,"symbols_score_info":{"AMZN":0.6,"TSYY":0.6,"09766":0.6,"FDRV":0.6,"TSLO":0.6,"TSII":0.6,"TSLP":0.6,"TSLS":0.6,"CRSH":0.6,"IDRV":0.6,"TESL":0.6,"TEST":0.6,"TSLL":1.5,"TSLY":0.6,"AAPL":0.6,"BULZ":1.5,"TSLI":0.6,"TSLT":0.6,"09366":0.6,"TSLR":0.6,"TSLW":0.6,"TSLA":1.5,"YMAG":1.5,"WANT":0.6,"META":0.6,"07366":0.6,"GOOG":0.6,"MAGY":1.5,"TSLZ":0.6,"LIT":0.6,"TSLG":0.6,"TLA":0.6,"NVDA":0.6,"TSDD":0.6,"TSLQ":0.6,"07766":0.6,"MSFT":0.6,"SMOG":0.6,"TSL":0.6}},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":583663053893656,"gmtCreate":1783525959892,"gmtModify":1783526199962,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 贵是原罪[微笑] 马圣该发x控盘了","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 贵是原罪[微笑] 马圣该发x控盘了","text":"$SpaceX(SPCX)$ 贵是原罪[微笑] 马圣该发x控盘了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583663053893656","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583652033233352,"gmtCreate":1783524688040,"gmtModify":1783524690142,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a><v-v data-views=\"0\"></v-v> 抛压依旧强烈感觉要冲120了","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a><v-v data-views=\"0\"></v-v> 抛压依旧强烈感觉要冲120了","text":"$甲骨文(ORCL)$ 抛压依旧强烈感觉要冲120了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583652033233352","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583579574583472,"gmtCreate":1783506909217,"gmtModify":1783506912782,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"马圣的左右护法,还有个是丹","listText":"马圣的左右护法,还有个是丹","text":"马圣的左右护法,还有个是丹","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583579574583472","repostId":"1127705711","repostType":2,"repost":{"id":"1127705711","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":1783497176,"share":"https://www.laohu8.com/m/news/1127705711?lang=zh_CN&edition=full","pubTime":"2026-07-08 15:52","market":"us","language":"zh","title":"凯茜·伍德在股价下跌之际加倍押注SpaceX,继续抛售AMD股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1127705711","media":"老虎资讯综合","summary":"木头姐继续加仓SpaceX,减持AMD,押注商业航天、淡化芯片配置由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合,重点加码商业航天领域,同时减持半导体股。近期,市场对SpaceX的关注持续升温,焦点之一是公司IPO协议中的一项“30%规则”。值得一提的是,ARK周一已大举买入91.7万股SpaceX。市场目前聚焦AMD将于8月4日公布的业绩。事实上,ARK周一也已卖出约860万美元的AMD股票。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>木头姐继续加仓SpaceX,减持AMD,押注商业航天、淡化芯片配置</strong></p><p style=\"text-align: left;\">由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合,重点加码商业航天领域,同时减持半导体股。</p><h3 style=\"text-align: left;\"><strong>加仓 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a></strong></h3><p style=\"text-align: left;\">ARK旗下ARK Innovation ETF买入44,196股SpaceX,按周二收盘价149.47美元计算,交易金额约660万美元。</p><p style=\"text-align: left;\">近期,市场对SpaceX的关注持续升温,焦点之一是公司IPO协议中的一项“30%规则”。</p><p style=\"text-align: left;\">根据协议,约9.12亿股(约占符合条件非关联股东持股的20%)将于8月5日(财报公布两个交易日后)解除限售;若SpaceX股价在财报公布前10个交易日中,有5个交易日收盘价高于175.50美元(较135美元IPO价格上涨30%),则8月7日还将额外解禁约4.56亿股(约占符合条件持股的10%)。</p><p style=\"text-align: left;\">这意味着,若股价持续走强,财报后进入市场流通的股份数量反而可能增加,从而加大潜在抛压。</p><p style=\"text-align: left;\">值得一提的是,ARK周一已大举买入91.7万股SpaceX。</p><h3 style=\"text-align: left;\"><strong>减持 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></strong></h3><p style=\"text-align: left;\">与此同时,ARK旗下ARKK卖出8,667股Advanced Micro Devices,按收盘价516.11美元计算,套现金额约450万美元。</p><p style=\"text-align: left;\">AMD近期股价持续承压,市场情绪偏谨慎。不过,知名财经主持人Jim Cramer认为,此轮回调反而提供了买入机会,理由是AMD在CPU和GPU领域的需求依然稳健。</p><p style=\"text-align: left;\">市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计,公司第二季度每股收益(EPS)为1.55美元,营收约112.8亿美元。目前分析师整体仍维持“买入”评级,高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过,由于估值仍处于较高水平,AMD股价在市场避险情绪升温时仍可能面临较大波动。</p><p style=\"text-align: left;\">事实上,ARK周一也已卖出约860万美元的AMD股票。</p><h3 style=\"text-align: left;\"><strong>其他主要交易</strong></h3><ul><li><p style=\"text-align: left;\">买入607,567股 <a href=\"https://laohu8.com/S/XE\">X-Energy</a>。</p></li><li><p style=\"text-align: left;\">买入67,187股 <a href=\"https://laohu8.com/S/KTOS\">克瑞拓斯安全防卫</a>。</p></li><li><p style=\"text-align: left;\">买入6,354股 <a href=\"https://laohu8.com/S/LLY\">礼来</a>。</p></li><li><p style=\"text-align: left;\">卖出44,330股 <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>。</p></li><li><p style=\"text-align: left;\">卖出228股 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p></li></ul></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>凯茜·伍德在股价下跌之际加倍押注SpaceX,继续抛售AMD股票</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\">\n凯茜·伍德在股价下跌之际加倍押注SpaceX,继续抛售AMD股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-08 15:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>木头姐继续加仓SpaceX,减持AMD,押注商业航天、淡化芯片配置</strong></p><p style=\"text-align: left;\">由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合,重点加码商业航天领域,同时减持半导体股。</p><h3 style=\"text-align: left;\"><strong>加仓 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a></strong></h3><p style=\"text-align: left;\">ARK旗下ARK Innovation ETF买入44,196股SpaceX,按周二收盘价149.47美元计算,交易金额约660万美元。</p><p style=\"text-align: left;\">近期,市场对SpaceX的关注持续升温,焦点之一是公司IPO协议中的一项“30%规则”。</p><p style=\"text-align: left;\">根据协议,约9.12亿股(约占符合条件非关联股东持股的20%)将于8月5日(财报公布两个交易日后)解除限售;若SpaceX股价在财报公布前10个交易日中,有5个交易日收盘价高于175.50美元(较135美元IPO价格上涨30%),则8月7日还将额外解禁约4.56亿股(约占符合条件持股的10%)。</p><p style=\"text-align: left;\">这意味着,若股价持续走强,财报后进入市场流通的股份数量反而可能增加,从而加大潜在抛压。</p><p style=\"text-align: left;\">值得一提的是,ARK周一已大举买入91.7万股SpaceX。</p><h3 style=\"text-align: left;\"><strong>减持 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></strong></h3><p style=\"text-align: left;\">与此同时,ARK旗下ARKK卖出8,667股Advanced Micro Devices,按收盘价516.11美元计算,套现金额约450万美元。</p><p style=\"text-align: left;\">AMD近期股价持续承压,市场情绪偏谨慎。不过,知名财经主持人Jim Cramer认为,此轮回调反而提供了买入机会,理由是AMD在CPU和GPU领域的需求依然稳健。</p><p style=\"text-align: left;\">市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计,公司第二季度每股收益(EPS)为1.55美元,营收约112.8亿美元。目前分析师整体仍维持“买入”评级,高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过,由于估值仍处于较高水平,AMD股价在市场避险情绪升温时仍可能面临较大波动。</p><p style=\"text-align: left;\">事实上,ARK周一也已卖出约860万美元的AMD股票。</p><h3 style=\"text-align: left;\"><strong>其他主要交易</strong></h3><ul><li><p style=\"text-align: left;\">买入607,567股 <a href=\"https://laohu8.com/S/XE\">X-Energy</a>。</p></li><li><p style=\"text-align: left;\">买入67,187股 <a href=\"https://laohu8.com/S/KTOS\">克瑞拓斯安全防卫</a>。</p></li><li><p style=\"text-align: left;\">买入6,354股 <a href=\"https://laohu8.com/S/LLY\">礼来</a>。</p></li><li><p style=\"text-align: left;\">卖出44,330股 <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>。</p></li><li><p style=\"text-align: left;\">卖出228股 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LLII":"REX LLY Growth & Income ETF","SPCG":"2倍做空SpaceX ETF-Tradr","DAMD":"2倍做空AMD ETF-Defiance","AMD":"美国超微公司","AMDU":"Defiance Leveraged Long + Income AMD ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","LLY":"礼来","SPAX":"2倍做多SPACEX ETF-T-REX","AMUU":"2倍做多AMD ETF-Direxion","ELIL":"2倍做多LLY ETF-Direxion","AMDW":"Roundhill AMD WeeklyPay ETF","ELIS":"1倍做空LLY ETF-Direxion","AMDY":"AMD期权收益策略ETF-YieldMax","KTUP":"T-Rex 2X Long KTOS Daily Target ETF","AMYY":"GraniteShares YieldBOOST AMD ETF","BABX":"2倍做多BABA ETF-GraniteShares","KBAB":"2倍做多BABA ETF-KraneShares","BBYY":"GraniteShares YieldBOOST BABA ETF","LLYX":"2倍做多LLY ETF-Defiance","LOFF":"2倍做多SpaceX ETF-Direxion","SPCM":"2倍做多SpaceX ETF-Tradr","BABW":"Roundhill BABA WeeklyPay ETF","KTOS":"克瑞拓斯安全防卫","LLYZ":"2倍做空LLY ETF-Defiance","BABU":"Direxion Daily BABA Bull 2X ETF","BNTX":"BioNTech SE","SPCQ":"2倍做空SpaceX ETF-Defiance","AMDD":"1倍做空AMD ETF-Direxion","SPCX":"SPAC and New Issue ETF","BABO":"BABA期权收益策略ETF-YieldMax","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SNK":"2倍做空SpaceX ETF-GraniteShares","AMDG":"2倍做多AMD ETF- Leverage Shares","SPCU":"2倍做多SpaceX ETF-Defiance","AMDL":"2倍做多AMD ETF-GraniteShares","BABA":"阿里巴巴","XE":"X-Energy","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127705711","content_text":"木头姐继续加仓SpaceX,减持AMD,押注商业航天、淡化芯片配置由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合,重点加码商业航天领域,同时减持半导体股。加仓 SpaceXARK旗下ARK Innovation ETF买入44,196股SpaceX,按周二收盘价149.47美元计算,交易金额约660万美元。近期,市场对SpaceX的关注持续升温,焦点之一是公司IPO协议中的一项“30%规则”。根据协议,约9.12亿股(约占符合条件非关联股东持股的20%)将于8月5日(财报公布两个交易日后)解除限售;若SpaceX股价在财报公布前10个交易日中,有5个交易日收盘价高于175.50美元(较135美元IPO价格上涨30%),则8月7日还将额外解禁约4.56亿股(约占符合条件持股的10%)。这意味着,若股价持续走强,财报后进入市场流通的股份数量反而可能增加,从而加大潜在抛压。值得一提的是,ARK周一已大举买入91.7万股SpaceX。减持 美国超微公司与此同时,ARK旗下ARKK卖出8,667股Advanced Micro Devices,按收盘价516.11美元计算,套现金额约450万美元。AMD近期股价持续承压,市场情绪偏谨慎。不过,知名财经主持人Jim Cramer认为,此轮回调反而提供了买入机会,理由是AMD在CPU和GPU领域的需求依然稳健。市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计,公司第二季度每股收益(EPS)为1.55美元,营收约112.8亿美元。目前分析师整体仍维持“买入”评级,高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过,由于估值仍处于较高水平,AMD股价在市场避险情绪升温时仍可能面临较大波动。事实上,ARK周一也已卖出约860万美元的AMD股票。其他主要交易买入607,567股 X-Energy。买入67,187股 克瑞拓斯安全防卫。买入6,354股 礼来。卖出44,330股 BioNTech SE。卖出228股 阿里巴巴。","news_type":1,"symbols_score_info":{"BABA":2,"BABU":0.6,"AMDG":0.6,"SPCX":2,"KTOS":2,"BNTX":2,"LOFF":0.6,"AMUU":0.6,"LLYZ":0.6,"KBAB":0.6,"AMDD":0.6,"SPAX":0.6,"SSPC":0.6,"SPCM":0.6,"SPCQ":0.6,"SPAL":0.6,"AMYY":0.6,"LLII":0.6,"AMDY":0.6,"AMDW":0.6,"AMDU":0.6,"XE":2,"SPCU":0.6,"DAMD":0.6,"SPCG":0.6,"KTUP":0.6,"ELIL":0.6,"ELIS":0.6,"SPCH":0.6,"AMDL":0.6,"BBYY":0.6,"SNK":0.6,"LLYX":0.6,"SPCF":0.6,"BABX":0.6,"AMD":2,"LLY":2,"BABW":0.6,"BABO":0.6}},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":583282208330048,"gmtCreate":1783434309730,"gmtModify":1783434311462,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a> 严重跑输大盘","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a> 严重跑输大盘","text":"$甲骨文(ORCL)$ 严重跑输大盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583282208330048","isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583219531551720,"gmtCreate":1783419096965,"gmtModify":1783419099712,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"一切都是为了股价,老套路","listText":"一切都是为了股价,老套路","text":"一切都是为了股价,老套路","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583219531551720","repostId":"2649076486","repostType":2,"repost":{"id":"2649076486","kind":"highlight","weMediaInfo":{"introduction":"关注这个时代最好的产品。","home_visible":1,"media_name":"爱范儿","id":"42","head_image":"https://static.tigerbbs.com/384340b6936a4f9292b94681dcd63984"},"pubTimestamp":1783396800,"share":"https://www.laohu8.com/m/news/2649076486?lang=zh_CN&edition=full","pubTime":"2026-07-07 12:00","market":"hk","language":"zh","title":"马斯克不造 iPhone,但他想让手机替你赚钱","url":"https://stock-news.laohu8.com/highlight/detail?id=2649076486","media":"爱范儿","summary":"图|Jonathan Raa这两者撞期,尽管被马斯克光速否认,但很难不让人想象他其实是在暗中规划一个“手机类”产品的。当年 11 月底,马斯克与蒂姆·库克会面之后,App Store 风波迅速降温,推特手机也就没了下文。图|纽约时报到了 2024 年,马斯克对于“造手机”的态度又发生了转变,这一次的原因则是 AI。随后,在网友向马斯克要求一款类似的“Grok phone”之后,马斯克通过各种渠道表态道:……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……","content":"<html><body><div><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为那个被戏称为“被网友怂恿着买下 Twitter”的男人,埃隆·马斯克总能在新产品方面给大家出点新花样。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/0e5319a2af6e4413b3e9573ec72f9f50\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种新花样也一直持续到了如今 SpaceX 和 xAI 的时代。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">前几天,《华尔街日报》报出了一条有趣的爆料:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 据称向投资者展示了一款“形态近似手机”的新型 AI 终端原型机(a handset-like AI device prototype),这款设备将使用自有操作系统和<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙芯片,支持各种 xAI 技术,目前仍处在项目早期阶段、不一定会量产。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然《华尔街日报》的用词很严谨,但这条消息很快经过互联网发酵,变成了</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">“SpaceX 打算造手机”</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/26290dce595a471abda6e87ab6c18157\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|LsA magazine</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">面对这种越传越邪的消息,马斯克也一贯有啥说啥,在 X 上迅速回应道“Utterly false”,澄清 SpaceX 不打算造手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在这个时间点,马斯克的否认看上去有点“欲盖弥彰”。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">就在 6 月末,《金融时报》报道称:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 刚刚向投资者确认,计划向美国地区的消费者提供基于星链的手机卫星上网 Starlink mobile service 服务,与传统手机运营商形成业务竞争。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a2b548e7f859454d942b722d78cb5141\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Jonathan Raa</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这两者撞期,尽管被马斯克光速否认,但很难不让人想象他其实是在暗中规划一个“手机类”产品的。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">或者更严谨一些:</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">那台开发中的“</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">AI</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\"> 终端”在定义上不是手机,但具有通过星链联网的能力。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">马牌手机,行之有年</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">从目前已知的信息来看,SpaceX 这个传闻中的设备肯定不会是传统手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一款“手持 AI 设备”,它更可能是一个以 Grok/xAI、本地推理、卫星蜂窝混合连接为基础,再加上马斯克的一堆 X app 生态为核心的 AI 终端。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/55f117f0ca8a428d8696a859d78a6371\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但让这件事能够发酵的,不仅是 SpaceX 近期成功上市、盘中估值最高冲到约 2.25 万亿美元,还有一部分要归功于马斯克自己——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一个向来想到什么就说出来的企业家,马斯克嚷嚷自己造手机这件事都不是一两年、而是“行之有年”了。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/6f46f31694c14601b595948e64728572\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">早在 2022 年末,推特还叫“推特”的时候,马斯克曾经就推特的内容审核、内购分成和分发权等等与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产生过分歧。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在这种背景下,有网友询问马斯克“如果 App Store 下架推特,你会做替代手机吗”,马斯克回答:</span></span></p><blockquote><p><span leaf=\"\">我当然不希望事情走到那一步,但你说的没错,如果没有别的选择,我会造一台替代性的手机出来。</span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/606150c365e14c4b8e86f48644b3c604\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当年 11 月底,马斯克与蒂姆·库克会面之后,App Store 风波迅速降温,推特手机也就没了下文。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这在侧面程度上说明,马斯克此时宣称的“要造替代品”只是个带点火药味的表态,称不上产品规划。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在 2023 年的《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》交易录峰会(DealBook <a href=\"https://laohu8.com/S/SMMT\">Summit</a>)中,马斯克又表示他不认为真的需要造手机——</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">传统手机的“黑色方块”很难再有改进空间,自己更看好 Neuralink 的未来。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/796a66c554404575b302d221208536fb\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|纽约时报</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">到了 2024 年,马斯克对于“造手机”的态度又发生了转变,这一次的原因则是 AI。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">2024 年 6 月,苹果公布初版 Apple Intelligence 并宣布与 OpenAI 合作之后,马斯克就开始批评这种集成是巨大的安全风险。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">随后,在网友向马斯克要求一款类似的“Grok phone”之后,马斯克通过各种渠道表态道:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……如果苹果真的把 AI 间谍软件(AI spyware)整合进系统,我真的可能需要考虑一下(造手机)了。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/ff5e31de1ab640c18a65749459191dbd\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Ars Technica</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当时间来到 2025 年,马斯克对于“X 手机”的看法从“除非万不得已否则不造”的程度缓和了一些。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在接受知名播客 The Joe Rogan Experience 的访谈时,马斯克基于 AI 的应用场景,给出了一个更加乐观的评价:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">未来不会有传统意义上的手机,也不会有传统操作系统和 app,手机本身会成为 AI 推理边缘节点,与服务器端 AI 协作,并尽可能在本地运行 AI 以降低带宽。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种观点与马斯克之后对“手持星链终端”的表态基本一致,也与 Starlink 与 T-Mobile 合作的卫星网络业务方向一致。</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在那次播客中,马斯克给网络的主要贡献不是什么洞见,而是在录音棚“吸嗨”的截图:</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/d7e474c7001c4c9ca0ecc94f0967b0cc\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|YouTube @PowerfulJRE</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">总的来说,从马斯克历年的各种态度来看,</span><span textstyle=\"\">他本人其实</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并不热衷手机行业</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">,更多时候还是将“造手机”作为造势话题或者潜在细分业务看待。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过到了如今同时坐拥 SpaceX、Starlink 和 xAI 业务的时候,即使不看手机,“手持 AI 硬件”也是马斯克生意里躲不开的下一步。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">也是在这种背景下,传闻中的“SpaceX 手持设备”虽然不大可能是个手机,但的确存在一种非常有潜力的业务模式——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">Robotaxi 出租车模式。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">出租手机,出租算力</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">以防你不知道,Robotaxi 是特斯拉的自动驾驶出租车业务,目前正在美国几个城市试点运行,是 Waymo 自动出租车的主要对手:</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/2e483ffaa6f04b61bb3b545f1ed40e33\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">和现在 Robotaxi“小心翼翼”地铺开自动驾驶模式不同,在 2016 年出租车项目露面之初,曾有过一个相当狂野的业务设想:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">用户自己购买的特斯拉平时正常使用,如果报名了 <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Shared Fleet,则可以让自己的车在闲置时“自动驾驶出门拉客”,特斯拉负责提供一个抽成制的网约车平台、车队替补和保险等相关服务。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然现在的 Robotaxi 尚处在“特斯拉提供车队”阶段,还没涉及到车主报名,这个业务模式对于“SpaceX 手机”却是完全可行的。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/8be3c1e376204331acb67135bc96c365\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">比如基于马斯克目前宣称的“手机本身会成为 AI 推理边缘节点”,我们可以设想一种 SpaceX 以 Robotaxi 模式销售 AI 终端的方式:</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">SpaceX 将这样一台 AI 终端卖给你,并提供星链上网、SuperGrok、X Premium 和一个智能体 OS,用户平时把它当成“手机伴侣”正常使用:</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/c965738f2a254dbd9288b5343b658bc2\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|WIRED</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">而在闲置时段(比如夜间睡觉充电),这台设备可以作为整个 xAI 计算网络的一个节点,为邻近设备或者其它时区的用户提供算力。</span></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">重点在于,SpaceX 或者 xAI 会以此为凭据,向用户提供一定比例的报酬。</span></span></strong></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这样一来,你购买的“SpaceX 手机”实质上就是一辆 Robotaxi ——平时自己用,闲置的时候出门帮你赚钱。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并且由于手机的形态和使用方式,它作为边缘计算节点只需要提供硬件,在做好软件隔离的前提下,隐私和资产风险都比 Robotaxi 小得多。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a991f860a8a44f30a2c039591f026e93\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Mirantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种时候,“SpaceX 手机类似物”就像是一个值得落地的商业模式了。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">假设有 1 亿人选择买这么一台 AI 伴侣,既有星链网络去运行云端 AI,又拥有一定的本地 AI 能力,</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">xAI 很可能就此<a href=\"https://laohu8.com/S/01630\">建成</a>了全世界最大的移动 AI 集群。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/b59355bfed9a4c4cb9aeacea85fbde42\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Atlantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当然,这种分散、不连续的算力只能作为大规模 AI 计算中心的补充,但在“寸芯寸金”的 AI 时代,也能实打实地节省下来不少成本。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">归根结底,SpaceX 可能造手机吗?不太可能。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但</span><span textstyle=\"\">用 SpaceX、星链和 xAI 联手打造一个全球化边缘计算网络</span><span textstyle=\"\">,为未来的 AI 算力部署提供一个新的思路,这听起来倒像是马斯克会干的事。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作者|马扶摇</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">编辑|肖钦鹏</span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/0c0643319553451690d783d01c2d5489\" width=\"100%\"/></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/393af0db3e6c4b129516a2170fcac1d7\"/></p><p><span><img src=\"https://static.tigerbbs.com/dbb2e4b41ab2473b8175c1044f8b5053\"/></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/09241d750ad14ffa975afd898dca5e30\"/></p></div></body></html>","source":"weixin_highlight","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>马斯克不造 iPhone,但他想让手机替你赚钱</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马斯克不造 iPhone,但他想让手机替你赚钱\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/42\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/384340b6936a4f9292b94681dcd63984);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">爱范儿 </p>\n<p class=\"h-time\">2026-07-07 12:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为那个被戏称为“被网友怂恿着买下 Twitter”的男人,埃隆·马斯克总能在新产品方面给大家出点新花样。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/0e5319a2af6e4413b3e9573ec72f9f50\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种新花样也一直持续到了如今 SpaceX 和 xAI 的时代。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">前几天,《华尔街日报》报出了一条有趣的爆料:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 据称向投资者展示了一款“形态近似手机”的新型 AI 终端原型机(a handset-like AI device prototype),这款设备将使用自有操作系统和<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙芯片,支持各种 xAI 技术,目前仍处在项目早期阶段、不一定会量产。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然《华尔街日报》的用词很严谨,但这条消息很快经过互联网发酵,变成了</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">“SpaceX 打算造手机”</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/26290dce595a471abda6e87ab6c18157\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|LsA magazine</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">面对这种越传越邪的消息,马斯克也一贯有啥说啥,在 X 上迅速回应道“Utterly false”,澄清 SpaceX 不打算造手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在这个时间点,马斯克的否认看上去有点“欲盖弥彰”。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">就在 6 月末,《金融时报》报道称:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 刚刚向投资者确认,计划向美国地区的消费者提供基于星链的手机卫星上网 Starlink mobile service 服务,与传统手机运营商形成业务竞争。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a2b548e7f859454d942b722d78cb5141\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Jonathan Raa</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这两者撞期,尽管被马斯克光速否认,但很难不让人想象他其实是在暗中规划一个“手机类”产品的。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">或者更严谨一些:</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">那台开发中的“</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">AI</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\"> 终端”在定义上不是手机,但具有通过星链联网的能力。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">马牌手机,行之有年</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">从目前已知的信息来看,SpaceX 这个传闻中的设备肯定不会是传统手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一款“手持 AI 设备”,它更可能是一个以 Grok/xAI、本地推理、卫星蜂窝混合连接为基础,再加上马斯克的一堆 X app 生态为核心的 AI 终端。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/55f117f0ca8a428d8696a859d78a6371\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但让这件事能够发酵的,不仅是 SpaceX 近期成功上市、盘中估值最高冲到约 2.25 万亿美元,还有一部分要归功于马斯克自己——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一个向来想到什么就说出来的企业家,马斯克嚷嚷自己造手机这件事都不是一两年、而是“行之有年”了。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/6f46f31694c14601b595948e64728572\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">早在 2022 年末,推特还叫“推特”的时候,马斯克曾经就推特的内容审核、内购分成和分发权等等与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产生过分歧。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在这种背景下,有网友询问马斯克“如果 App Store 下架推特,你会做替代手机吗”,马斯克回答:</span></span></p><blockquote><p><span leaf=\"\">我当然不希望事情走到那一步,但你说的没错,如果没有别的选择,我会造一台替代性的手机出来。</span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/606150c365e14c4b8e86f48644b3c604\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当年 11 月底,马斯克与蒂姆·库克会面之后,App Store 风波迅速降温,推特手机也就没了下文。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这在侧面程度上说明,马斯克此时宣称的“要造替代品”只是个带点火药味的表态,称不上产品规划。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在 2023 年的《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》交易录峰会(DealBook <a href=\"https://laohu8.com/S/SMMT\">Summit</a>)中,马斯克又表示他不认为真的需要造手机——</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">传统手机的“黑色方块”很难再有改进空间,自己更看好 Neuralink 的未来。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/796a66c554404575b302d221208536fb\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|纽约时报</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">到了 2024 年,马斯克对于“造手机”的态度又发生了转变,这一次的原因则是 AI。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">2024 年 6 月,苹果公布初版 Apple Intelligence 并宣布与 OpenAI 合作之后,马斯克就开始批评这种集成是巨大的安全风险。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">随后,在网友向马斯克要求一款类似的“Grok phone”之后,马斯克通过各种渠道表态道:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……如果苹果真的把 AI 间谍软件(AI spyware)整合进系统,我真的可能需要考虑一下(造手机)了。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/ff5e31de1ab640c18a65749459191dbd\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Ars Technica</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当时间来到 2025 年,马斯克对于“X 手机”的看法从“除非万不得已否则不造”的程度缓和了一些。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在接受知名播客 The Joe Rogan Experience 的访谈时,马斯克基于 AI 的应用场景,给出了一个更加乐观的评价:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">未来不会有传统意义上的手机,也不会有传统操作系统和 app,手机本身会成为 AI 推理边缘节点,与服务器端 AI 协作,并尽可能在本地运行 AI 以降低带宽。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种观点与马斯克之后对“手持星链终端”的表态基本一致,也与 Starlink 与 T-Mobile 合作的卫星网络业务方向一致。</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在那次播客中,马斯克给网络的主要贡献不是什么洞见,而是在录音棚“吸嗨”的截图:</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/d7e474c7001c4c9ca0ecc94f0967b0cc\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|YouTube @PowerfulJRE</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">总的来说,从马斯克历年的各种态度来看,</span><span textstyle=\"\">他本人其实</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并不热衷手机行业</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">,更多时候还是将“造手机”作为造势话题或者潜在细分业务看待。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过到了如今同时坐拥 SpaceX、Starlink 和 xAI 业务的时候,即使不看手机,“手持 AI 硬件”也是马斯克生意里躲不开的下一步。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">也是在这种背景下,传闻中的“SpaceX 手持设备”虽然不大可能是个手机,但的确存在一种非常有潜力的业务模式——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">Robotaxi 出租车模式。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">出租手机,出租算力</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">以防你不知道,Robotaxi 是特斯拉的自动驾驶出租车业务,目前正在美国几个城市试点运行,是 Waymo 自动出租车的主要对手:</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/2e483ffaa6f04b61bb3b545f1ed40e33\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">和现在 Robotaxi“小心翼翼”地铺开自动驾驶模式不同,在 2016 年出租车项目露面之初,曾有过一个相当狂野的业务设想:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">用户自己购买的特斯拉平时正常使用,如果报名了 <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Shared Fleet,则可以让自己的车在闲置时“自动驾驶出门拉客”,特斯拉负责提供一个抽成制的网约车平台、车队替补和保险等相关服务。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然现在的 Robotaxi 尚处在“特斯拉提供车队”阶段,还没涉及到车主报名,这个业务模式对于“SpaceX 手机”却是完全可行的。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/8be3c1e376204331acb67135bc96c365\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">比如基于马斯克目前宣称的“手机本身会成为 AI 推理边缘节点”,我们可以设想一种 SpaceX 以 Robotaxi 模式销售 AI 终端的方式:</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">SpaceX 将这样一台 AI 终端卖给你,并提供星链上网、SuperGrok、X Premium 和一个智能体 OS,用户平时把它当成“手机伴侣”正常使用:</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/c965738f2a254dbd9288b5343b658bc2\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|WIRED</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">而在闲置时段(比如夜间睡觉充电),这台设备可以作为整个 xAI 计算网络的一个节点,为邻近设备或者其它时区的用户提供算力。</span></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">重点在于,SpaceX 或者 xAI 会以此为凭据,向用户提供一定比例的报酬。</span></span></strong></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这样一来,你购买的“SpaceX 手机”实质上就是一辆 Robotaxi ——平时自己用,闲置的时候出门帮你赚钱。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并且由于手机的形态和使用方式,它作为边缘计算节点只需要提供硬件,在做好软件隔离的前提下,隐私和资产风险都比 Robotaxi 小得多。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a991f860a8a44f30a2c039591f026e93\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Mirantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种时候,“SpaceX 手机类似物”就像是一个值得落地的商业模式了。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">假设有 1 亿人选择买这么一台 AI 伴侣,既有星链网络去运行云端 AI,又拥有一定的本地 AI 能力,</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">xAI 很可能就此<a href=\"https://laohu8.com/S/01630\">建成</a>了全世界最大的移动 AI 集群。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/b59355bfed9a4c4cb9aeacea85fbde42\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Atlantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当然,这种分散、不连续的算力只能作为大规模 AI 计算中心的补充,但在“寸芯寸金”的 AI 时代,也能实打实地节省下来不少成本。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">归根结底,SpaceX 可能造手机吗?不太可能。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但</span><span textstyle=\"\">用 SpaceX、星链和 xAI 联手打造一个全球化边缘计算网络</span><span textstyle=\"\">,为未来的 AI 算力部署提供一个新的思路,这听起来倒像是马斯克会干的事。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作者|马扶摇</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">编辑|肖钦鹏</span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/0c0643319553451690d783d01c2d5489\" width=\"100%\"/></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/393af0db3e6c4b129516a2170fcac1d7\"/></p><p><span><img src=\"https://static.tigerbbs.com/dbb2e4b41ab2473b8175c1044f8b5053\"/></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/09241d750ad14ffa975afd898dca5e30\"/></p></div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","BK4598":"佩洛西持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","BK4551":"寇图资本持仓","09366":"XI二南特斯-U","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 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(CPF)"},"source_url":"http://mp.weixin.qq.com/s?__biz=MjgzMTAwODI0MA==&mid=2652456875&idx=1&sn=0147abe10be264be2bc78448497c7c2d&chksm=9a851fc6bdf3e4d76704f2a57b1b1563d22d6ae1efdfced74d86f69ac2ada085ab68402288f2&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2649076486","content_text":"作为那个被戏称为“被网友怂恿着买下 Twitter”的男人,埃隆·马斯克总能在新产品方面给大家出点新花样。这种新花样也一直持续到了如今 SpaceX 和 xAI 的时代。前几天,《华尔街日报》报出了一条有趣的爆料:SpaceX 据称向投资者展示了一款“形态近似手机”的新型 AI 终端原型机(a handset-like AI device prototype),这款设备将使用自有操作系统和高通骁龙芯片,支持各种 xAI 技术,目前仍处在项目早期阶段、不一定会量产。虽然《华尔街日报》的用词很严谨,但这条消息很快经过互联网发酵,变成了“SpaceX 打算造手机”。图|LsA magazine面对这种越传越邪的消息,马斯克也一贯有啥说啥,在 X 上迅速回应道“Utterly false”,澄清 SpaceX 不打算造手机。只不过在这个时间点,马斯克的否认看上去有点“欲盖弥彰”。就在 6 月末,《金融时报》报道称:SpaceX 刚刚向投资者确认,计划向美国地区的消费者提供基于星链的手机卫星上网 Starlink mobile service 服务,与传统手机运营商形成业务竞争。图|Jonathan Raa这两者撞期,尽管被马斯克光速否认,但很难不让人想象他其实是在暗中规划一个“手机类”产品的。或者更严谨一些:那台开发中的“AI 终端”在定义上不是手机,但具有通过星链联网的能力。马牌手机,行之有年从目前已知的信息来看,SpaceX 这个传闻中的设备肯定不会是传统手机。作为一款“手持 AI 设备”,它更可能是一个以 Grok/xAI、本地推理、卫星蜂窝混合连接为基础,再加上马斯克的一堆 X app 生态为核心的 AI 终端。图|PCMag但让这件事能够发酵的,不仅是 SpaceX 近期成功上市、盘中估值最高冲到约 2.25 万亿美元,还有一部分要归功于马斯克自己——作为一个向来想到什么就说出来的企业家,马斯克嚷嚷自己造手机这件事都不是一两年、而是“行之有年”了。图|路透社早在 2022 年末,推特还叫“推特”的时候,马斯克曾经就推特的内容审核、内购分成和分发权等等与苹果产生过分歧。在这种背景下,有网友询问马斯克“如果 App Store 下架推特,你会做替代手机吗”,马斯克回答:我当然不希望事情走到那一步,但你说的没错,如果没有别的选择,我会造一台替代性的手机出来。当年 11 月底,马斯克与蒂姆·库克会面之后,App Store 风波迅速降温,推特手机也就没了下文。这在侧面程度上说明,马斯克此时宣称的“要造替代品”只是个带点火药味的表态,称不上产品规划。在 2023 年的《纽约时报》交易录峰会(DealBook Summit)中,马斯克又表示他不认为真的需要造手机——传统手机的“黑色方块”很难再有改进空间,自己更看好 Neuralink 的未来。图|纽约时报到了 2024 年,马斯克对于“造手机”的态度又发生了转变,这一次的原因则是 AI。2024 年 6 月,苹果公布初版 Apple Intelligence 并宣布与 OpenAI 合作之后,马斯克就开始批评这种集成是巨大的安全风险。随后,在网友向马斯克要求一款类似的“Grok phone”之后,马斯克通过各种渠道表态道:……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……如果苹果真的把 AI 间谍软件(AI spyware)整合进系统,我真的可能需要考虑一下(造手机)了。图|Ars Technica当时间来到 2025 年,马斯克对于“X 手机”的看法从“除非万不得已否则不造”的程度缓和了一些。在接受知名播客 The Joe Rogan Experience 的访谈时,马斯克基于 AI 的应用场景,给出了一个更加乐观的评价:未来不会有传统意义上的手机,也不会有传统操作系统和 app,手机本身会成为 AI 推理边缘节点,与服务器端 AI 协作,并尽可能在本地运行 AI 以降低带宽。这种观点与马斯克之后对“手持星链终端”的表态基本一致,也与 Starlink 与 T-Mobile 合作的卫星网络业务方向一致。只不过在那次播客中,马斯克给网络的主要贡献不是什么洞见,而是在录音棚“吸嗨”的截图:图|YouTube @PowerfulJRE总的来说,从马斯克历年的各种态度来看,他本人其实并不热衷手机行业,更多时候还是将“造手机”作为造势话题或者潜在细分业务看待。只不过到了如今同时坐拥 SpaceX、Starlink 和 xAI 业务的时候,即使不看手机,“手持 AI 硬件”也是马斯克生意里躲不开的下一步。也是在这种背景下,传闻中的“SpaceX 手持设备”虽然不大可能是个手机,但的确存在一种非常有潜力的业务模式——Robotaxi 出租车模式。出租手机,出租算力以防你不知道,Robotaxi 是特斯拉的自动驾驶出租车业务,目前正在美国几个城市试点运行,是 Waymo 自动出租车的主要对手:图|路透社和现在 Robotaxi“小心翼翼”地铺开自动驾驶模式不同,在 2016 年出租车项目露面之初,曾有过一个相当狂野的业务设想:用户自己购买的特斯拉平时正常使用,如果报名了 Tesla Shared Fleet,则可以让自己的车在闲置时“自动驾驶出门拉客”,特斯拉负责提供一个抽成制的网约车平台、车队替补和保险等相关服务。虽然现在的 Robotaxi 尚处在“特斯拉提供车队”阶段,还没涉及到车主报名,这个业务模式对于“SpaceX 手机”却是完全可行的。图|PCMag比如基于马斯克目前宣称的“手机本身会成为 AI 推理边缘节点”,我们可以设想一种 SpaceX 以 Robotaxi 模式销售 AI 终端的方式:SpaceX 将这样一台 AI 终端卖给你,并提供星链上网、SuperGrok、X Premium 和一个智能体 OS,用户平时把它当成“手机伴侣”正常使用:图|WIRED而在闲置时段(比如夜间睡觉充电),这台设备可以作为整个 xAI 计算网络的一个节点,为邻近设备或者其它时区的用户提供算力。重点在于,SpaceX 或者 xAI 会以此为凭据,向用户提供一定比例的报酬。这样一来,你购买的“SpaceX 手机”实质上就是一辆 Robotaxi ——平时自己用,闲置的时候出门帮你赚钱。并且由于手机的形态和使用方式,它作为边缘计算节点只需要提供硬件,在做好软件隔离的前提下,隐私和资产风险都比 Robotaxi 小得多。图|Mirantis这种时候,“SpaceX 手机类似物”就像是一个值得落地的商业模式了。假设有 1 亿人选择买这么一台 AI 伴侣,既有星链网络去运行云端 AI,又拥有一定的本地 AI 能力,xAI 很可能就此建成了全世界最大的移动 AI 集群。图|Atlantis当然,这种分散、不连续的算力只能作为大规模 AI 计算中心的补充,但在“寸芯寸金”的 AI 时代,也能实打实地节省下来不少成本。归根结底,SpaceX 可能造手机吗?不太可能。但用 SpaceX、星链和 xAI 联手打造一个全球化边缘计算网络,为未来的 AI 算力部署提供一个新的思路,这听起来倒像是马斯克会干的事。作者|马扶摇编辑|肖钦鹏","news_type":1,"symbols_score_info":{"FDRV":0.6,"TSII":0.6,"JGRO":0.6,"IDRV":0.6,"IXN":0.6,"AAPU":0.6,"VGT":0.6,"TSLQ":0.6,"TSLW":0.6,"TSLZ":0.6,"APLY":0.6,"TSLP":0.6,"TSLA":1.82,"TESL":0.6,"07366":0.6,"TLA":0.6,"TSLT":0.6,"TSLS":0.6,"AAPD":0.6,"TSLG":0.6,"TSLO":0.6,"VT":0.6,"TYLG":0.6,"TSDD":0.6,"MACW.SI":0.6,"TSL":0.6,"TSLR":0.6,"CRSH":0.6,"XLK":0.6,"AAPY":0.6,"FTEC":0.6,"AAPB":0.6,"AAPL":1.78,"AAPW":0.6,"SPTE":0.6,"09366":0.6,"09766":0.6,"TSLI":0.6,"SMOG":0.6,"07766":0.6,"TSLY":0.6,"ABFL":0.6,"TSYY":0.6,"TSLL":0.6,"WANT":0.6,"ROM":0.6,"TEST":0.6,"AAPX":0.6,"LIT":0.6,"METV":0.6}},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":583091230491928,"gmtCreate":1783387760106,"gmtModify":1783387762000,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a 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