马斯克再画“大饼”：星链年收入有望超过1万亿美元

华尔街见闻08-09

硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。他预计，Starlink年营收规模有望达到约400亿美元，其中大部分将转化为自由现金流，年自由现金流可能达到300亿美元。对此，马斯克回应称：“远不止。”马斯克认为，AI和机器人将带来远超人类的海量数据传输需求...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

看看我的钱
08-10
看看我的钱
$SpaceX(SPCX)$ 少了，至少百万亿
- 股市讨饭人回复哈莉奎亚:
  不怕疯子做事就怕不做事是有成功失败两个答案
- 阿童木爱呆呆喵:
  真有傻子信这个也好啊，不然怎么做空赚钱呢
- 一只没有耳朵一只没有尾巴:
  他都没开户
- 荣叔叔的老虎大逃亡回复哈莉奎亚:
  不过话说回来，马斯克实现的每一个项目，都是地球独一份的，开源让你追你都追不上那种。200万亿有点夸张 199万亿我觉得行。
- 哈莉奎亚回复股市讨饭人:
  20年吹了2万个牛皮，实现了2个你就全信了是吧
呵呵哒_1251
08-09
呵呵哒_1251
z

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/1152785017?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/f6a2d85f5e8cd12b5acb8ead395b91e6","is_english":false,"pubTime":"2026-08-09 15:19","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1152785017","market":"us","top_or_hot":-1,"title":"马斯克再画“大饼”：星链年收入有望超过1万亿美元","media":"华尔街见闻","content":"<div>\n<p>硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。他预计，Starlink年营收规模有望达到约400亿美元，其中大部分将转化为自由现金流，年自由现金流可能达到300亿美元。对此，马斯克回应称：“远不止。”马斯克认为，AI和机器人将带来远超人类的海量数据传输需求...</p>\n\n<a href=\"https://wallstreetcn.com/charts/41959543\">网页链接</a>\n\n</div>\n","source":"lsy1762389672944","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>马斯克再画“大饼”：星链年收入有望超过1万亿美元</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马斯克再画“大饼”：星链年收入有望超过1万亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-09 15:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/charts/41959543><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。他预计，Starlink年营收规模有望达到约400亿美元，其中大部分将转化为自由现金流，年自由现金流可能达到300亿美元。对此，马斯克回应称：“远不止。”马斯克认为，AI和机器人将带来远超人类的海量数据传输需求...</p>\n\n<a href=\"https://wallstreetcn.com/charts/41959543\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SPCM","symbol_name":"2倍做多SpaceX ETF-Tradr","start_time":0,"source_url":"https://wallstreetcn.com/charts/41959543","article_id":"1152785017","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/f6a2d85f5e8cd12b5acb8ead395b91e6"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1152785017","pubTimestamp":1786259969,"columns":[],"sourceInfo":{"source_id":"lsy1762389672944","name":"华尔街见闻"},"weMediaInfo":null,"summary":"硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。对此，马斯克回应称：“远不止。”他表示，即便通信市场规模仅扩大一倍，Starlink也有望在中国以外市场取得至少25%的份额，对应年营收超过5000亿美元。马斯克进一步称，从长期来看，Starlink甚至可能承载超过50%的全球互联网流量，届时年收入有望超过1万亿美元。马斯克据此推算，整体带宽将达到现有第二代星链系统的100倍以上。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"SPCM":"2倍做多SpaceX ETF-Tradr","SPCG":"2倍做空SpaceX ETF-Tradr","SPCU":"2倍做多SpaceX ETF-Defiance","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SNK":"2倍做空SpaceX ETF-GraniteShares","SPAX":"2倍做多SPACEX ETF-T-REX","LOFF":"2倍做多SpaceX ETF-Direxion","SPCQ":"2倍做空SpaceX ETF-Defiance","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPCX":"SPAC and New Issue ETF","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares"},"translate_title":"Musk paints \"big pie\" again: Starlink's annual revenue is expected to exceed $1 trillion","themeId":"6c5b1e98ab57449e9a363569b6b7313b","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/06b499f54043d453c804646100bc5413","symbols_score_info":{"SPCG":0.6,"SPCM":0.6,"SPCX":2,"LOFF":0.6,"SPCU":0.6,"SPCF":0.6,"SPAX":0.6,"SSPC":0.6,"SPCQ":0.6,"SPAL":0.6,"SNK":0.6,"SPCH":0.6},"content_text":"硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。他预计，Starlink年营收规模有望达到约400亿美元，其中大部分将转化为自由现金流，年自由现金流可能达到300亿美元。对此，马斯克回应称：“远不止。”马斯克认为，AI和机器人将带来远超人类的海量数据传输需求，推动全球带宽市场大幅扩张。他表示，即便通信市场规模仅扩大一倍，Starlink也有望在中国以外市场取得至少25%的份额，对应年营收超过5000亿美元。马斯克进一步称，从长期来看，Starlink甚至可能承载超过50%的全球互联网流量，届时年收入有望超过1万亿美元。他表示，目前来看，实现这一目标“没有明显的障碍”。与此同时，马斯克还披露了星链技术迭代的具体路线图。他表示，将由星舰（Starship）发射的第三代星链卫星V3，综合性能比目前依靠猎鹰火箭发射的V2卫星高出一个数量级，V2今年的年度经常性收入将达到200亿美元。在V3之后，SpaceX还计划发射数量再提升一个数量级的V3及更新版本卫星，同时搭载V2及迭代款手机直连卫星。马斯克据此推算，整体带宽将达到现有第二代星链系统的100倍以上。他进一步以极端情景作为参照：即便每千兆比特的营收缩水至当前水平的十分之一，SpaceX通信业务的年收入依然将突破2000亿美元。这一测算意在说明，即使单位带宽价格大幅下滑，规模扩张所带来的总量增长仍足以支撑收入的跨越式提升。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"movement","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":595199558608064,"gmtCreate":1786330602382,"gmtModify":1786330604312,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4201727578330582","idStr":"4201727578330582"},"htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 少了，至少百万亿","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 少了，至少百万亿","text":"$SpaceX(SPCX)$ 少了，至少百万亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/595199558608064","repostId":1152785017,"repostType":2,"repost":{"id":"1152785017","kind":"news","pubTimestamp":1786259969,"share":"https://www.laohunote.com/m/news/1152785017?lang=zh_CN&edition=full","pubTime":"2026-08-09 15:19","market":"us","language":"zh","title":"马斯克再画“大饼”：星链年收入有望超过1万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1152785017","media":"华尔街见闻","summary":"硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。对此，马斯克回应称：“远不止。”他表示，即便通信市场规模仅扩大一倍，Starlink也有望在中国以外市场取得至少25%的份额，对应年营收超过5000亿美元。马斯克进一步称，从长期来看，Starlink甚至可能承载超过50%的全球互联网流量，届时年收入有望超过1万亿美元。马斯克据此推算，整体带宽将达到现有第二代星链系统的100倍以上。","content":"<html><head></head><body><p style=\"text-align: left;\">硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下<strong>Starlink（星链）单独就可能成为一家万亿美元公司</strong>。他预计，Starlink年营收规模有望达到约400亿美元，其中大部分将转化为自由现金流，年自由现金流可能达到300亿美元。</p><p style=\"text-align: left;\">对此，马斯克回应称：<strong>“远不止。”</strong></p><p style=\"text-align: left;\">马斯克认为，AI和机器人将带来远超人类的海量数据传输需求，推动全球带宽市场大幅扩张。他表示，即便通信市场规模仅扩大一倍，Starlink也有望在中国以外市场取得至少25%的份额，<strong>对应年营收超过5000亿美元。</strong></p><p style=\"text-align: left;\">马斯克进一步称，<strong>从长期来看，Starlink甚至可能承载超过50%的全球互联网流量，届时年收入有望超过1万亿美元</strong>。他表示，目前来看，实现这一目标“没有明显的障碍”。</p><p style=\"text-align: left;\">与此同时，马斯克还披露了星链技术迭代的具体路线图。</p><p style=\"text-align: left;\">他表示，<strong>将由星舰（Starship）发射的第三代星链卫星V3，综合性能比目前依靠猎鹰火箭发射的V2卫星高出一个数量级</strong>，<strong>V2今年的年度经常性收入将达到200亿美元。</strong></p><p style=\"text-align: left;\">在V3之后，SpaceX还计划发射数量再提升一个数量级的V3及更新版本卫星，同时搭载V2及迭代款手机直连卫星。马斯克据此推算，<strong>整体带宽将达到现有第二代星链系统的100倍以上。</strong></p><p style=\"text-align: left;\">他进一步以极端情景作为参照：即便每千兆比特的营收缩水至当前水平的十分之一，SpaceX通信业务的年收入依然将突破2000亿美元。这一测算意在说明，即使单位带宽价格大幅下滑，规模扩张所带来的总量增长仍足以支撑收入的跨越式提升。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5f88036cae7028bba27b0ac64f742e56\" data-align=\"center\" tg-width=\"160\" tg-height=\"120\"/><span></span></p></body></html>","source":"lsy1762389672944","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克再画“大饼”：星链年收入有望超过1万亿美元</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马斯克再画“大饼”：星链年收入有望超过1万亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-09 15:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/charts/41959543><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。他预计，Starlink年营收规模有望达到约400亿美元，其中大部分将转化为自由现金流，年自由现金流可能达到300亿美元。对此，马斯克回应称：“远不止。”马斯克认为，AI和机器人将带来远超人类的海量数据传输需求...</p>\n\n<a href=\"https://wallstreetcn.com/charts/41959543\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6a2d85f5e8cd12b5acb8ead395b91e6","relate_stocks":{"SPCM":"2倍做多SpaceX ETF-Tradr","SPCG":"2倍做空SpaceX ETF-Tradr","SPCU":"2倍做多SpaceX ETF-Defiance","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SNK":"2倍做空SpaceX ETF-GraniteShares","SPAX":"2倍做多SPACEX ETF-T-REX","LOFF":"2倍做多SpaceX ETF-Direxion","SPCQ":"2倍做空SpaceX ETF-Defiance","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPCX":"SPAC and New Issue ETF","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares"},"source_url":"https://wallstreetcn.com/charts/41959543","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152785017","content_text":"硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。他预计，Starlink年营收规模有望达到约400亿美元，其中大部分将转化为自由现金流，年自由现金流可能达到300亿美元。对此，马斯克回应称：“远不止。”马斯克认为，AI和机器人将带来远超人类的海量数据传输需求，推动全球带宽市场大幅扩张。他表示，即便通信市场规模仅扩大一倍，Starlink也有望在中国以外市场取得至少25%的份额，对应年营收超过5000亿美元。马斯克进一步称，从长期来看，Starlink甚至可能承载超过50%的全球互联网流量，届时年收入有望超过1万亿美元。他表示，目前来看，实现这一目标“没有明显的障碍”。与此同时，马斯克还披露了星链技术迭代的具体路线图。他表示，将由星舰（Starship）发射的第三代星链卫星V3，综合性能比目前依靠猎鹰火箭发射的V2卫星高出一个数量级，V2今年的年度经常性收入将达到200亿美元。在V3之后，SpaceX还计划发射数量再提升一个数量级的V3及更新版本卫星，同时搭载V2及迭代款手机直连卫星。马斯克据此推算，整体带宽将达到现有第二代星链系统的100倍以上。他进一步以极端情景作为参照：即便每千兆比特的营收缩水至当前水平的十分之一，SpaceX通信业务的年收入依然将突破2000亿美元。这一测算意在说明，即使单位带宽价格大幅下滑，规模扩张所带来的总量增长仍足以支撑收入的跨越式提升。","news_type":1,"symbols_score_info":{"SPCG":0.6,"SPCM":0.6,"SPCX":2,"LOFF":0.6,"SPCU":0.6,"SPCF":0.6,"SPAX":0.6,"SSPC":0.6,"SPCQ":0.6,"SPAL":0.6,"SNK":0.6,"SPCH":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":596008521074048,"gmtCreate":1786528119446,"gmtModify":1786530902650,"authorId":4242934859057140,"author":{"id":4242934859057140,"idStr":"4242934859057140","authorId":4242934859057140,"name":"股市讨饭人","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":3492687166390215,"repliedAuthor":{"id":3492687166390215,"idStr":"3492687166390215","authorId":3492687166390215,"name":"哈莉奎亚","avatar":"https://static.tigerbbs.com/a3eb2df7dc5238f6571e0eebb6bd171c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"objectId":595199558608064,"type":1,"supId":595255841080392,"prevId":595320455615272,"content":"不怕疯子做事 就怕不做事&nbsp; 是有成功失败两个答案","text":"不怕疯子做事 就怕不做事&nbsp; 是有成功失败两个答案","html":"不怕疯子做事 就怕不做事&nbsp; 是有成功失败两个答案"},{"id":595713334383704,"gmtCreate":1786456009054,"gmtModify":1786458520472,"authorId":3457948467745574,"author":{"id":3457948467745574,"idStr":"3457948467745574","authorId":3457948467745574,"name":"阿童木爱呆呆喵","avatar":"https://static.tigerbbs.com/1597003cfde21679cd8b7184ccc3b7c0","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":595199558608064,"type":1,"supId":0,"prevId":0,"content":"真有傻子信这个也好啊，不然怎么做空赚钱呢","text":"真有傻子信这个也好啊，不然怎么做空赚钱呢","html":"真有傻子信这个也好啊，不然怎么做空赚钱呢"},{"id":595502137037912,"gmtCreate":1786404447205,"gmtModify":1786410494251,"authorId":4099470509812690,"author":{"id":4099470509812690,"idStr":"4099470509812690","authorId":4099470509812690,"name":"一只没有耳朵一只没有尾巴","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":595199558608064,"type":1,"supId":595255841080392,"prevId":0,"content":"他都没开户","text":"他都没开户","html":"他都没开户"},{"id":595322060277112,"gmtCreate":1786360525576,"gmtModify":1786360531112,"authorId":4184582012149752,"author":{"id":4184582012149752,"idStr":"4184582012149752","authorId":4184582012149752,"name":"荣叔叔的老虎大逃亡","avatar":"https://static.tigerbbs.com/a1e1a4fcd4e353fc78191ebcb8feb70a","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":3492687166390215,"repliedAuthor":{"id":3492687166390215,"idStr":"3492687166390215","authorId":3492687166390215,"name":"哈莉奎亚","avatar":"https://static.tigerbbs.com/a3eb2df7dc5238f6571e0eebb6bd171c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"objectId":595199558608064,"type":1,"supId":595255841080392,"prevId":595320455615272,"content":"不过话说回来，马斯克实现的每一个项目，都是地球独一份的，开源让你追你都追不上那种。200万亿有点夸张 199万亿我觉得行。","text":"不过话说回来，马斯克实现的每一个项目，都是地球独一份的，开源让你追你都追不上那种。200万亿有点夸张 199万亿我觉得行。","html":"不过话说回来，马斯克实现的每一个项目，都是地球独一份的，开源让你追你都追不上那种。200万亿有点夸张 199万亿我觉得行。"},{"id":595320455615272,"gmtCreate":1786360062319,"gmtModify":1786360067061,"authorId":3492687166390215,"author":{"id":3492687166390215,"idStr":"3492687166390215","authorId":3492687166390215,"name":"哈莉奎亚","avatar":"https://static.tigerbbs.com/a3eb2df7dc5238f6571e0eebb6bd171c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":4242934859057140,"repliedAuthor":{"id":4242934859057140,"idStr":"4242934859057140","authorId":4242934859057140,"name":"股市讨饭人","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[]},"objectId":595199558608064,"type":1,"supId":595255841080392,"prevId":595270817179008,"content":"20年吹了2万个牛皮，实现了2个你就全信了是吧","text":"20年吹了2万个牛皮，实现了2个你就全信了是吧","html":"20年吹了2万个牛皮，实现了2个你就全信了是吧"}],"langContent":"CN"},{"id":594974635512920,"gmtCreate":1786275662631,"gmtModify":1786279132179,"author":{"id":"3544088649010278","authorId":"3544088649010278","name":"呵呵哒_1251","avatar":"https://static.tigerbbs.com/6a40e222be6a788561b9f60dd7463fa0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3544088649010278","idStr":"3544088649010278"},"htmlText":"z","listText":"z","text":"z","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/594974635512920","repostId":1152785017,"repostType":2,"repost":{"id":"1152785017","kind":"news","pubTimestamp":1786259969,"share":"https://www.laohunote.com/m/news/1152785017?lang=zh_CN&edition=full","pubTime":"2026-08-09 15:19","market":"us","language":"zh","title":"马斯克再画“大饼”：星链年收入有望超过1万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1152785017","media":"华尔街见闻","summary":"硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。对此，马斯克回应称：“远不止。”他表示，即便通信市场规模仅扩大一倍，Starlink也有望在中国以外市场取得至少25%的份额，对应年营收超过5000亿美元。马斯克进一步称，从长期来看，Starlink甚至可能承载超过50%的全球互联网流量，届时年收入有望超过1万亿美元。马斯克据此推算，整体带宽将达到现有第二代星链系统的100倍以上。","content":"<html><head></head><body><p style=\"text-align: left;\">硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下<strong>Starlink（星链）单独就可能成为一家万亿美元公司</strong>。他预计，Starlink年营收规模有望达到约400亿美元，其中大部分将转化为自由现金流，年自由现金流可能达到300亿美元。</p><p style=\"text-align: left;\">对此，马斯克回应称：<strong>“远不止。”</strong></p><p style=\"text-align: left;\">马斯克认为，AI和机器人将带来远超人类的海量数据传输需求，推动全球带宽市场大幅扩张。他表示，即便通信市场规模仅扩大一倍，Starlink也有望在中国以外市场取得至少25%的份额，<strong>对应年营收超过5000亿美元。</strong></p><p style=\"text-align: left;\">马斯克进一步称，<strong>从长期来看，Starlink甚至可能承载超过50%的全球互联网流量，届时年收入有望超过1万亿美元</strong>。他表示，目前来看，实现这一目标“没有明显的障碍”。</p><p style=\"text-align: left;\">与此同时，马斯克还披露了星链技术迭代的具体路线图。</p><p style=\"text-align: left;\">他表示，<strong>将由星舰（Starship）发射的第三代星链卫星V3，综合性能比目前依靠猎鹰火箭发射的V2卫星高出一个数量级</strong>，<strong>V2今年的年度经常性收入将达到200亿美元。</strong></p><p style=\"text-align: left;\">在V3之后，SpaceX还计划发射数量再提升一个数量级的V3及更新版本卫星，同时搭载V2及迭代款手机直连卫星。马斯克据此推算，<strong>整体带宽将达到现有第二代星链系统的100倍以上。</strong></p><p style=\"text-align: left;\">他进一步以极端情景作为参照：即便每千兆比特的营收缩水至当前水平的十分之一，SpaceX通信业务的年收入依然将突破2000亿美元。这一测算意在说明，即使单位带宽价格大幅下滑，规模扩张所带来的总量增长仍足以支撑收入的跨越式提升。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5f88036cae7028bba27b0ac64f742e56\" data-align=\"center\" tg-width=\"160\" tg-height=\"120\"/><span></span></p></body></html>","source":"lsy1762389672944","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克再画“大饼”：星链年收入有望超过1万亿美元</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马斯克再画“大饼”：星链年收入有望超过1万亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-09 15:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/charts/41959543><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。他预计，Starlink年营收规模有望达到约400亿美元，其中大部分将转化为自由现金流，年自由现金流可能达到300亿美元。对此，马斯克回应称：“远不止。”马斯克认为，AI和机器人将带来远超人类的海量数据传输需求...</p>\n\n<a href=\"https://wallstreetcn.com/charts/41959543\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6a2d85f5e8cd12b5acb8ead395b91e6","relate_stocks":{"SPCM":"2倍做多SpaceX ETF-Tradr","SPCG":"2倍做空SpaceX ETF-Tradr","SPCU":"2倍做多SpaceX ETF-Defiance","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SNK":"2倍做空SpaceX ETF-GraniteShares","SPAX":"2倍做多SPACEX ETF-T-REX","LOFF":"2倍做多SpaceX ETF-Direxion","SPCQ":"2倍做空SpaceX ETF-Defiance","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPCX":"SPAC and New Issue ETF","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares"},"source_url":"https://wallstreetcn.com/charts/41959543","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152785017","content_text":"硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。他预计，Starlink年营收规模有望达到约400亿美元，其中大部分将转化为自由现金流，年自由现金流可能达到300亿美元。对此，马斯克回应称：“远不止。”马斯克认为，AI和机器人将带来远超人类的海量数据传输需求，推动全球带宽市场大幅扩张。他表示，即便通信市场规模仅扩大一倍，Starlink也有望在中国以外市场取得至少25%的份额，对应年营收超过5000亿美元。马斯克进一步称，从长期来看，Starlink甚至可能承载超过50%的全球互联网流量，届时年收入有望超过1万亿美元。他表示，目前来看，实现这一目标“没有明显的障碍”。与此同时，马斯克还披露了星链技术迭代的具体路线图。他表示，将由星舰（Starship）发射的第三代星链卫星V3，综合性能比目前依靠猎鹰火箭发射的V2卫星高出一个数量级，V2今年的年度经常性收入将达到200亿美元。在V3之后，SpaceX还计划发射数量再提升一个数量级的V3及更新版本卫星，同时搭载V2及迭代款手机直连卫星。马斯克据此推算，整体带宽将达到现有第二代星链系统的100倍以上。他进一步以极端情景作为参照：即便每千兆比特的营收缩水至当前水平的十分之一，SpaceX通信业务的年收入依然将突破2000亿美元。这一测算意在说明，即使单位带宽价格大幅下滑，规模扩张所带来的总量增长仍足以支撑收入的跨越式提升。","news_type":1,"symbols_score_info":{"SPCG":0.6,"SPCM":0.6,"SPCX":2,"LOFF":0.6,"SPCU":0.6,"SPCF":0.6,"SPAX":0.6,"SSPC":0.6,"SPCQ":0.6,"SPAL":0.6,"SNK":0.6,"SPCH":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":6,"commentSize":2,"repostSize":2,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.50.1","shortVersion":"4.50.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1152785017","isCrawlerRequest":true}