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可然冰的笔记

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- 可然冰的笔记可然冰的笔记
  ·04-16
  动态市盈率还不到5倍，请问贵在哪里$美光科技(MU)$
  255 评论
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- 可然冰的笔记可然冰的笔记
  ·04-16
  SEC突放大招！“无限子弹”时代开启利好谁？$Robinhood (HOOD.US)$ https://mp.weixin.qq.com/s/F_61VW7njOJAwDW9O_2eYw
  336 评论
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- 可然冰的笔记可然冰的笔记
  ·04-15
  据路透社报道，SpaceX已秘密提交IPO申请，计划于6月启动路演，2026年4月2日，SpaceX估值从1.75万亿美元，上调至2万亿美元。仅一周后，4月10日阿提米丝二号（Artemis II）任务的圆满成为美国的深空探索能力盖上了官方认证的印章。这个估值的底气，源于其已经构建的、难以复制的商业与战略闭环： 1.现金牛业务（Starlink）：用户突破900万，并实现首次盈利。这证明了其商业模式的可持续性，不再是纯粹的“故事股”。 2.护城河业务（频谱与直连手机）：2025年斥资170亿美元向EchoStar$回声星通信(SATS)$ 收购的频谱资源，配合“直连手机”技术，正在开辟一个与地面电信运营商正面竞争的万亿级市场。 3.未来增长极（Starship）：星舰（Starship）V3版本即将在2026年商业化，其颠覆性的低成本运力，是将人类活动从近地轨道拓展至月球乃至火星的物理基础。
  432 评论
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- 可然冰的笔记可然冰的笔记
  ·02-28
  新的一年，我最想做的一件事是：赚到趋势红利
  138 评论
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- 可然冰的笔记可然冰的笔记
  ·2025-07-31
  预测收盘价96
  358 评论
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3.未来增长极（Starship）：星舰（Starship）V3版本即将在2026年商业化，其颠覆性的低成本运力，是将人类活动从近地轨道拓展至月球乃至火星的物理基础。","images":[{"img":"https://static.tigerbbs.com/94ab8c606741b830e35e912bff4b81bb","width":"538","height":"356"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553909910841512","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":537653617283808,"gmtCreate":1772283975341,"gmtModify":1772332179941,"author":{"id":"4211349366643062","authorId":"4211349366643062","name":"可然冰的笔记","avatar":"https://static.tigerbbs.com/9bc545dcb5a445b31919641947e71847","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4211349366643062","idStr":"4211349366643062"},"themes":[],"title":"","htmlText":"新的一年，我最想做的一件事是：赚到趋势红利","listText":"新的一年，我最想做的一件事是：赚到趋势红利","text":"新的一年，我最想做的一件事是：赚到趋势红利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537653617283808","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462717267911064,"gmtCreate":1753973684148,"gmtModify":1753973858724,"author":{"id":"4211349366643062","authorId":"4211349366643062","name":"可然冰的笔记","avatar":"https://static.tigerbbs.com/9bc545dcb5a445b31919641947e71847","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4211349366643062","idStr":"4211349366643062"},"themes":[],"title":"","htmlText":"预测收盘价96","listText":"预测收盘价96","text":"预测收盘价96","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462717267911064","isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}