马斯克再掀科技狂潮：SpaceX与特斯拉等融合，太空算力机器人齐头并进

ITBEAR科技资讯01-31

近日，科技领域传来一系列重磅消息，马斯克旗下多家公司动作频频，引发全球关注。据路透社报道，太空探索公司SpaceX正与电动汽车制造商特斯拉探讨潜在合并事宜，同时还在考虑与人工智能初创公司xAI深化战略合作。若这些计划得以实施，将整合火箭发射、星链卫星网络、电动汽车、社交媒体平台以及生成式AI技术，打造出一个全球科技领域的“超级生态体”。当地时间1月30日，特斯拉股价表现亮眼，大涨超3%，成为美股...

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hand","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLA":1.96,"UFO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLO":0.6,"CRSH":0.6,"TSLZ":0.6,"TSDD":0.6,"TSLW":0.6,"TSL":0.6,"TSLG":0.6,"TSYY":0.6,"TSLI":0.6,"07766":0.6,"TESL":0.6,"TSLY":0.6,"TSLS":0.6,"TSLR":0.6,"TSII":0.6,"TSLT":0.6},"content_text":"近日，科技领域传来一系列重磅消息，马斯克旗下多家公司动作频频，引发全球关注。据路透社报道，太空探索公司SpaceX正与电动汽车制造商特斯拉探讨潜在合并事宜，同时还在考虑与人工智能初创公司xAI深化战略合作。若这些计划得以实施，将整合火箭发射、星链卫星网络、电动汽车、社交媒体平台以及生成式AI技术，打造出一个全球科技领域的“超级生态体”。当地时间1月30日，特斯拉股价表现亮眼，大涨超3%，成为美股科技七巨头中唯二上涨的公司之一，另一家苹果收涨不足0.5%。这一股价走势或许与上述潜在合作消息有关，市场对马斯克的新布局充满期待。彭博社消息称，马斯克正谋划整合旗下资产，推进太空算力布局。若工程技术条件允许，SpaceX在轨数据中心将为xAI提供强大算力支持，而特斯拉凭借其制造储能系统的能力，将助力SpaceX在太空利用太阳能运行这些数据中心。太空算力是计算基础设施向太空的延伸，旨在利用太空独特环境优势，实现计算范式的变革，构建高能效、低延迟、全球覆盖的智能计算新领域。有知情人士向新华社援引的外媒透露，目前马斯克尚未作出最终决定，相关细节可能发生变化，旗下公司也可能保持独立运营。马斯克还探讨了利用SpaceX新一代重型运载火箭“星舰”，将特斯拉“擎天柱”机器人送往月球和火星的计划。近期，SpaceX还传出将于2026年6月进行首次公开募股（IPO）的消息。据《金融时报》报道，此次募资规模预计约500亿美元，SpaceX整体估值可能达到约1.5万亿美元。若成功，这将成为全球历史上规模最大的IPO，远超2019年沙特阿美约290亿美元的募资规模。截至2025年底，SpaceX在航天领域成绩斐然。累计完成超过300次猎鹰9号火箭发射，星链卫星发射总数超10000颗。2025年，SpaceX总发射次数约170次，创历史新高，其中猎鹰9号发射165次，星舰发射5次。目前，星链全球用户已突破900万，2025年新增覆盖超过35个国家，累计覆盖超过155个国家，潜在覆盖人口达32亿。深企投产业研究相关报告指出，SpaceX猎鹰9号已将发射成本降至约1500美元/公斤以下，预计2030年以后单位发射成本将降至200美元/公斤以下，这为太空算力商业化奠定了基础。相比之下，我国商业航天卫星发射成本远高于SpaceX，发射频次与运力差距明显，成为太空算力商业化的主要瓶颈。特斯拉近期发布的2025年第四季度及全年财报显示，公司业绩出现波动。2025年全年营收948.27亿美元，同比下滑3%，这是公司史上首次年度营收下滑；净利润（GAAP）约38亿美元，同比下降约46%。不过，在销量方面，2025年特斯拉全球生产电动车约165.5万辆，交付量达163.6万辆，亚太市场电动车交付量创历史新高。在储能业务领域，特斯拉表现出强劲增长势头。2025年储能装机量达46.7吉瓦时，同比增长48.7%，其中第四季度储能产品装机量达14.2吉瓦时，环比增长13%，第四季度和全年储能装机量均创历史新高。储能业务未来有望与太空算力实现“梦幻联动”。在机器人业务方面，马斯克在财报电话会议上透露，2026年第一季度，特斯拉人形机器人第三代版本将发布。该版本在2.5代基础上进行重大升级，包括采用最新的手部设计。马斯克称，第三代人形机器人将非常出色，“基本上看起来就像一个人，人们很容易把它误认为是人类”。特斯拉还公布了人形机器人的生产计划，弗里蒙特工厂的Model S/X生产线将改为人形机器人产线，预计2026年底前启动量产，最终规划年产能为100万台。由于特斯拉人形机器人拥有完全独立的供应链，且所有部件均基于第一性原理设计，其量产爬坡期将比车辆产品更长。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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