与其说是“大饼”，倒_老虎社区_美港股上老虎 - 老虎社区

1
评论
收藏

白虎加三撇
02-13 22:24

与其说是“大饼”，倒不如说是更加现实了。这种资源整合和AI➕太空的路子更适合投资者

马斯克的“新大饼”：月球基地

马斯克以“月球基地Alpha”新叙事替代火星计划，拟在月球制造并发射AI卫星以突破算力瓶颈。此举旨在整合SpaceX发射能力与xAI算力需求，打造差异化估值，虽技术壁垒极高，但为合并实体注入增长想象。

马斯克的“新大饼”：月球基地

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

1

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":532364326765024,"tweetId":"532364326765024","gmtCreate":1770992644331,"gmtModify":1770992647109,"author":{"id":4106364066701070,"idStr":"4106364066701070","authorId":4106364066701070,"authorIdStr":"4106364066701070","name":"白虎加三撇","avatar":"https://static.tigerbbs.com/0acbbc14f703e5d7d11c37d306cea807","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>与其说是“大饼”，倒不如说是更加现实了。这种资源整合和AI➕太空的路子更适合投资者</p></body></html>","htmlText":"<html><head></head><body><p>与其说是“大饼”，倒不如说是更加现实了。这种资源整合和AI➕太空的路子更适合投资者</p></body></html>","text":"与其说是“大饼”，倒不如说是更加现实了。这种资源整合和AI➕太空的路子更适合投资者","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/532364326765024","repostId":2611136630,"repostType":2,"repost":{"id":"2611136630","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1770967914,"share":"https://www.laohu8.com/m/news/2611136630?lang=zh_CN&edition=full","pubTime":"2026-02-13 15:31","market":"sh","language":"zh","title":"马斯克的“新大饼”：月球基地","url":"https://stock-news.laohu8.com/highlight/detail?id=2611136630","media":"华尔街见闻","summary":"马斯克以“月球基地Alpha”新叙事替代火星计划，拟在月球制造并发射AI卫星以突破算力瓶颈。此举旨在整合SpaceX发射能力与xAI算力需求，打造差异化估值，虽技术壁垒极高，但为合并实体注入增长想象。","content":"<html><body><p>埃隆·马斯克正在为其新合并的商业<a href=\"https://laohu8.com/S/00776\">帝国</a>构建一个融合太空探索与人工智能的宏大叙事，试图通过“月球基地 Alpha”这一愿景，取代其长期坚持但难以变现的火星殖民计划，作为吸引人才与资本的新引力。</p>\n<p>据 TechCrunch 报道，在 SpaceX 与 xAI 合并及随后的重组中，马斯克向员工展示了这一新蓝图：在月球建立城市，利用月球上的质量驱动器向深空发射 AI 卫星。这一设想是在 xAI 经历高管离职潮后提出的，马斯克试图以此作为新的招聘策略，并为合并后公司的潜在 IPO 提振市场预期。他表示，<strong>要实现超越每年一太瓦（terawatt）的算力目标，必须前往月球并利用太阳能。</strong></p>\n<p>这一战略转向正值 SpaceX 公开放弃长期持有的火星殖民目标之际。相比于难以获得商业资助的火星计划，马斯克现在更倾向于一种基于“卡尔达肖夫指数”的科幻隐喻，即通过构建地外基础设施来捕获太阳能量以驱动大规模 AI 模型。马斯克声称，<strong>该公司有望利用“百分之几的<a href=\"https://laohu8.com/S/000591\">太阳能</a>量”来训练和运行 AI，这一愿景旨在为合并后的实体提供一个区别于其他 AI 实验室的独特价值主张。</strong></p>\n<p>对于投资者而言，这一愿景虽然极具投机性，但逻辑上试图将 SpaceX 的发射能力与 xAI 的算力需求结合。尽管在月球大规模生产超级计算机面临巨大的技术和成本壁垒，但这一叙事可能通过激发散户投资者的热情，试图将 SpaceX 的股票打造为下一个<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，同时也为那些厌倦了传统大语言模型开发的工程师提供新的技术挑战。</p>\n<h2><strong>战略重心转移：从火星到月球 AI 中心</strong></h2>\n<p><strong>马斯克这一新愿景是在 xAI 全体员工大会的演示文稿末尾披露的，这通常是他展示火星登陆渲染图和谈论多行星人类未来的环节。</strong>然而，这次的主角变成了月球基地。在概述了在地球轨道建立 AI 数据中心的计划后，马斯克进一步提出，为了突破算力瓶颈，必须走向深空。他构想通过大型磁悬浮列车（即物质驱动器）将月球制造的太空计算机投射到太阳系中。</p>\n<p>这一转变并非毫无征兆。TechCrunch 指出，SpaceX 此前已公开从火星殖民目标后撤。早在 2017 年，因技术挑战和成本过高，SpaceX 就放弃了将 Dragon 飞船改装为火星着陆器的计划。其核心运载工具 Starship 的能力也已缩减，转而专注于两个更具盈利能力的短期任务：发射 Starlink 通信卫星以及执行 NASA 价值 40 亿美元的载人登月合同。</p>\n<p>相比之下，火<strong>星计划缺乏明确的支付方，而月球基地则能更紧密地服务于当前的 AI 算力扩张逻辑。</strong></p>\n<h2><strong>招聘与叙事工具的重塑</strong></h2>\n<p>在过去九年中，火星殖民一直是 SpaceX 极为有效的招聘工具和品牌护城河。</p>\n<p>“占领火星”的口号不仅团结了内部员工，也让 SpaceX 在众多满足于政府合同的承包商中脱颖而出。如今，随着 xAI 被纳入企业版图，马斯克需要一个新的叙事来整合火箭制造与人工智能业务。一位离职高管曾抱怨“所有 AI 实验室都在做完全相同的事情，这很无聊”，而“在月球<a href=\"https://laohu8.com/S/301522\">上大</a>规模生产太阳系级超级计算机”显然打破了这种同质化。</p>\n<p>马斯克引用的“卡尔达肖夫指数”——一个衡量文明能源利用水平的理论——为这一愿景提供了理论框架。他认为，<strong>早期文明利用行星资源，而进阶文明则构建太空基础设施以捕获<a href=\"https://laohu8.com/S/002132\">恒星</a>能量。这种宏大的科幻叙事旨在重新点燃工程师的热情，并为 xAI 赋予超越传统软件公司的使命感。</strong></p>\n<h2><strong>商业逻辑与市场反应</strong></h2>\n<p>尽管构建月球基地的设想看似遥远，但其背后存在一定的商业逻辑。专家指出，<strong>随着地球上数据中心的需求激增和成本上升，在 2030 年代利用地球轨道建立数据中心可能具备可行性。</strong>SpaceX 收购 xAI 并利用太空资产建设数据中心，可能是在押注未来算力基础设施的空间化。</p>\n<p>然而，在月球上建立“自给自足的城市”以生产数吨先进计算机，<strong>前提是进入太空的成本必须大幅降低，且原材料运输问题得到解决。</strong>这一愿景目前更多被视为一个“延伸目标”。</p>\n<p>对于市场而言，如果这一叙事能够被散户投资者接受，可能会推高合并后公司的估值。正如 TechCrunch 所分析，这是一种将 SpaceX 股票转化为下一个市场热点的尝试，同时也为一家原本可能仅以大语言模型闻名的 AI 公司提供了独特的差异化标签。</p></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>马斯克的“新大饼”：月球基地</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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马斯克的“新大饼”：月球基地\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-13 15:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3765666><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>埃隆·马斯克正在为其新合并的商业帝国构建一个融合太空探索与人工智能的宏大叙事，试图通过“月球基地 Alpha”这一愿景，取代其长期坚持但难以变现的火星殖民计划，作为吸引人才与资本的新引力。\n据 TechCrunch 报道，在 SpaceX 与 xAI 合并及随后的重组中，马斯克向员工展示了这一新蓝图：在月球建立城市，利用月球上的质量驱动器向深空发射 AI 卫星。这一设想是在 xAI 经历高管离职...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765666\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLP":"TSLA收益溢价策略ETF-Kurv","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4574":"无人驾驶","TSLQ":"2倍做空TSLA ETF-Tradr","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","TSLR":"2倍做多TSLA ETF-GraniteShares","TSLS":"1倍做空TSLA ETF-Direxion","BK4581":"高盛持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","BK4543":"AI","TSLT":"2倍做多TSLA ETF-T-Rex","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4511":"特斯拉概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","TSLW":"TSLA周配息ETF-Roundhill","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","BK4534":"瑞士信贷持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","TSLY":"TSLA期权收益策略ETF-YieldMax","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","TSLZ":"2倍做空TSLA ETF-T-Rex","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4516":"特朗普概念","BK4592":"伊斯兰概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4548":"巴美列捷福持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","07766":"南方两倍做多特斯拉","LU1548497426.USD":"安联环球人工智能AT Acc","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4555":"新能源车","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4550":"红杉资本持仓","BK4588":"碎股","TESL":"Simplify Volt TSLA Revolution ETF","UFO":"Procure Space ETF","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","TSYY":"收益增强TSLA ETF-GraniteShares","TSDD":"2倍做空TSLA ETF-GraniteShares","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4604":"机器人概念","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4527":"明星科技股","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","TSII":"REX TSLA Growth & Income ETF","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","TSLA":"特斯拉","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","TSLI":"2倍做多TSLA ETF-ProShares","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","TSLL":"2倍做多TSLA ETF-Direxion","BK4612":"AI芯片","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD"},"source_url":"https://wallstreetcn.com/articles/3765666","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2611136630","content_text":"埃隆·马斯克正在为其新合并的商业帝国构建一个融合太空探索与人工智能的宏大叙事，试图通过“月球基地 Alpha”这一愿景，取代其长期坚持但难以变现的火星殖民计划，作为吸引人才与资本的新引力。\n据 TechCrunch 报道，在 SpaceX 与 xAI 合并及随后的重组中，马斯克向员工展示了这一新蓝图：在月球建立城市，利用月球上的质量驱动器向深空发射 AI 卫星。这一设想是在 xAI 经历高管离职潮后提出的，马斯克试图以此作为新的招聘策略，并为合并后公司的潜在 IPO 提振市场预期。他表示，要实现超越每年一太瓦（terawatt）的算力目标，必须前往月球并利用太阳能。\n这一战略转向正值 SpaceX 公开放弃长期持有的火星殖民目标之际。相比于难以获得商业资助的火星计划，马斯克现在更倾向于一种基于“卡尔达肖夫指数”的科幻隐喻，即通过构建地外基础设施来捕获太阳能量以驱动大规模 AI 模型。马斯克声称，该公司有望利用“百分之几的太阳能量”来训练和运行 AI，这一愿景旨在为合并后的实体提供一个区别于其他 AI 实验室的独特价值主张。\n对于投资者而言，这一愿景虽然极具投机性，但逻辑上试图将 SpaceX 的发射能力与 xAI 的算力需求结合。尽管在月球大规模生产超级计算机面临巨大的技术和成本壁垒，但这一叙事可能通过激发散户投资者的热情，试图将 SpaceX 的股票打造为下一个特斯拉，同时也为那些厌倦了传统大语言模型开发的工程师提供新的技术挑战。\n战略重心转移：从火星到月球 AI 中心\n马斯克这一新愿景是在 xAI 全体员工大会的演示文稿末尾披露的，这通常是他展示火星登陆渲染图和谈论多行星人类未来的环节。然而，这次的主角变成了月球基地。在概述了在地球轨道建立 AI 数据中心的计划后，马斯克进一步提出，为了突破算力瓶颈，必须走向深空。他构想通过大型磁悬浮列车（即物质驱动器）将月球制造的太空计算机投射到太阳系中。\n这一转变并非毫无征兆。TechCrunch 指出，SpaceX 此前已公开从火星殖民目标后撤。早在 2017 年，因技术挑战和成本过高，SpaceX 就放弃了将 Dragon 飞船改装为火星着陆器的计划。其核心运载工具 Starship 的能力也已缩减，转而专注于两个更具盈利能力的短期任务：发射 Starlink 通信卫星以及执行 NASA 价值 40 亿美元的载人登月合同。\n相比之下，火星计划缺乏明确的支付方，而月球基地则能更紧密地服务于当前的 AI 算力扩张逻辑。\n招聘与叙事工具的重塑\n在过去九年中，火星殖民一直是 SpaceX 极为有效的招聘工具和品牌护城河。\n“占领火星”的口号不仅团结了内部员工，也让 SpaceX 在众多满足于政府合同的承包商中脱颖而出。如今，随着 xAI 被纳入企业版图，马斯克需要一个新的叙事来整合火箭制造与人工智能业务。一位离职高管曾抱怨“所有 AI 实验室都在做完全相同的事情，这很无聊”，而“在月球上大规模生产太阳系级超级计算机”显然打破了这种同质化。\n马斯克引用的“卡尔达肖夫指数”——一个衡量文明能源利用水平的理论——为这一愿景提供了理论框架。他认为，早期文明利用行星资源，而进阶文明则构建太空基础设施以捕获恒星能量。这种宏大的科幻叙事旨在重新点燃工程师的热情，并为 xAI 赋予超越传统软件公司的使命感。\n商业逻辑与市场反应\n尽管构建月球基地的设想看似遥远，但其背后存在一定的商业逻辑。专家指出，随着地球上数据中心的需求激增和成本上升，在 2030 年代利用地球轨道建立数据中心可能具备可行性。SpaceX 收购 xAI 并利用太空资产建设数据中心，可能是在押注未来算力基础设施的空间化。\n然而，在月球上建立“自给自足的城市”以生产数吨先进计算机，前提是进入太空的成本必须大幅降低，且原材料运输问题得到解决。这一愿景目前更多被视为一个“延伸目标”。\n对于市场而言，如果这一叙事能够被散户投资者接受，可能会推高合并后公司的估值。正如 TechCrunch 所分析，这是一种将 SpaceX 股票转化为下一个市场热点的尝试，同时也为一家原本可能仅以大语言模型闻名的 AI 公司提供了独特的差异化标签。","news_type":1,"symbols_score_info":{"TSLL":0.6,"TSLG":0.6,"TSDD":0.6,"TSLS":0.6,"TSLZ":0.6,"TSLO":0.6,"TESL":0.6,"CRSH":0.6,"UFO":0.6,"TSLI":0.6,"TSLT":0.6,"TSYY":0.6,"TSLP":0.6,"TSLQ":0.6,"07766":0.6,"TSLA":2,"TSLW":0.6,"TSLY":0.6,"TSLR":0.6,"TSL":0.6,"TSII":0.6}},"isVote":1,"tweetType":1,"viewCount":14,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":75,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}