马斯克称SpaceX完成400亿美元融资，警告新云行业面临整合淘汰，多股盘前下跌

澎湃新闻10-26 17:01

特斯拉创始人马斯克表达了他对AI基建融资环境的担忧。　　当地时间10月25日，马斯克发文表示，旗下太空探索技术公司SpaceX已完成一笔400亿美元的债务融资，用于采购图形处理器（GPU）。他同时警告，随着债务融资渠道收紧，200多家新云厂商将面临大规模淘汰与整合，并明确表示SpaceX不会收购这类企业。　　周一美股盘前，新云相关企业股价下跌，Nebius下跌4.5%，CoreWeave下跌...

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trading.","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f0a7ce34aaaabbb7ca2f16649c5236c6","symbols_score_info":{"TSLW":0.6,"UMMA":0.6,"TSMG":0.6,"TSLT":0.6,"FDRV":0.6,"KNOW":0.6,"TTEQ":0.6,"STSLAmain":0.6,"CRSH":0.6,"TLA":0.6,"CWI":0.6,"AIQ":0.6,"WUGI":0.6,"TSLS":0.6,"TSMX":0.6,"AVSE":0.6,"CGIC":0.6,"WATS":0.6,"TSLL":0.6,"TSLG":0.6,"BLOX":0.6,"CGNG":0.6,"09766":0.6,"TSDD":0.6,"TSMU":0.6,"ESIM":0.6,"STSM":0.6,"WANT":0.6,"AVEM":0.6,"SMOG":0.6,"TESL":0.6,"BAI":0.6,"TSLQ":0.6,"TSLY":0.6,"TSMZ":0.6,"SPTE":0.6,"ADVE":0.6,"EMC":0.6,"LIT":0.6,"CHPX":0.6,"07766":0.6,"TSLZ":0.6,"03145":0.6,"TSLO":0.6,"09366":0.6,"TESC":0.6,"CGGO":0.6,"TSLR":0.6,"TSLA":1.89,"TEK":0.6,"TEST":0.6,"TSM":1.92,"TSLI":0.6,"CNEQ":0.6,"MEMX":0.6,"CORO":0.6,"TSII":0.6,"CGDG":0.6,"TSYY":0.6,"SPWO":0.6,"ASIA":0.6,"TSLP":0.6,"TSMY":0.6,"TWSC":0.6,"EMM":0.6,"FDTX":0.6,"SMH":0.6,"TSL":0.6,"TINS":0.6,"07366":0.6,"AVXC":0.6,"IDRV":0.6,"ELOL":0.6},"content_text":"特斯拉创始人马斯克表达了他对AI基建融资环境的担忧。　　当地时间10月25日，马斯克发文表示，旗下太空探索技术公司SpaceX已完成一笔400亿美元的债务融资，用于采购图形处理器（GPU）。他同时警告，随着债务融资渠道收紧，200多家新云厂商将面临大规模淘汰与整合，并明确表示SpaceX不会收购这类企业。　　周一美股盘前，新云相关企业股价下跌，Nebius下跌4.5%，CoreWeave下跌4.4%，Iren下跌4.1%。　　马斯克在社交平台X上表示，SpaceX能够完成这笔融资，得益于其投资级信用评级，以及星链卫星互联网和火箭发射业务带来的收入。　　他随后补充说，“这主要是用于（2027年）第一季度和第二季度到账的GPU采购的可赎回债务。本季度影响不大。”　　不过，路透社10月25日报道称，目前尚不清楚投资者是否已就这笔债务的最终定价达成一致。此前，彭博社在10月23日报道，SpaceX筹备中的400亿美元表外融资方案受到信贷市场波动影响，融资成本上升使定价谈判更加复杂。　　彭博社在该报道中援引知情人士消息称，高盛集团牵头与投资者讨论融资安排，阿波罗全球管理支持的Atlas SP计划管理相关融资载体，太平洋投资管理公司（PIMCO）也考虑参与。该方案拟通过特殊目的载体为英伟达芯片采购提供资金，目标是避免相关负债直接计入SpaceX资产负债表。值得注意的是，这些信息披露于马斯克宣布交易完成之前。　　在宣布融资进展的同时，马斯克将话题对准了AI基础设施行业的融资压力。　　他表示，“过去几周，债务市场几乎完全切断了那些无法获得来自AI数据中心以外、具有实质规模收入的公司的融资渠道。”　　他还预测称，200多家新云厂商将经历“大规模淘汰与整合”“有些公司能够挺过难关，但寥寥无几”。　　新云厂商（neocloud）主要为AI开发商和科技企业提供高性能计算资源，与服务行业范围更广的大型云服务商相比，其业务更加集中于AI算力需求。有市场分析指出，投资者近期开始押注部分美国新云和数据中心企业股价下跌，原因是市场担忧依靠债务推动的AI基础设施扩张可能难以持续。　　当有网友发文暗示马斯克此番表态可能想压低新云厂商的股价，以便收购这些企业，马斯克明确回复，SpaceX不会收购任何新云厂商，并称这样做“毫无意义”。　　SpaceX发布的2026年第三季度财报显示，公司报告期间营收145.75亿美元，同比大增161%，高于市场预期；营业利润27.91亿美元，上年同期为亏损2.73亿美元；净利润44亿美元，调整后每股收益0.45美元，大幅高于市场预期。　　其中，超级智能（Super Intelligence，SI）业务营收达到75.6亿美元，上年同期为8.13亿美元。该业务第三季度营业利润为4.31亿美元，而上年同期为亏损17.22亿美元，首次实现单季营业盈利。　　与此同时，SpaceX第三季度资本开支达195.93亿美元，其中SI业务资本开支为164.44亿美元。公司首席财务官布雷特·约翰森表示，预计第四季度资本开支将达到350亿至400亿美元，持续扩张的AI算力基础设施持续带来资金需求。（文章来源：澎湃新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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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