天使不堕落
05-27
拿捏🤏特朗普政府,马斯克牛逼!!!
五角大楼被SpaceX掐咽喉:星链坐地起价涨五倍,双方激烈争执,马斯克否认
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04:26","market":"us","language":"zh","title":"五角大楼被SpaceX掐咽喉:星链坐地起价涨五倍,双方激烈争执,马斯克否认","url":"https://stock-news.laohu8.com/highlight/detail?id=2638154002","media":"华尔街见闻","summary":"据报道,伊朗战争期间,SpaceX要求将自杀式无人机星链终端月费从5000美元提至25000美元。五角大楼提出抗议但最终仍然接受涨价。后马斯克回应称,媒体关于星链的报道“不实”。星链拥有全球逾60%在轨卫星,深度嵌入美军作战体系,目前尚无其他企业能提供与星链相当的替代方案。","content":"<html><head></head><body><p>五角大楼与SpaceX之间围绕星链服务定价的争议持续升温,折射出美国军方对马斯克旗下卫星网络的深度依赖,以及这种依赖所带来的战略脆弱性。</p>\n<p>据路透报道,美国对伊朗发动轰炸行动后数周内,SpaceX高管与五角大楼官员展开谈判,要求将用于制导自杀式无人机的星链服务费用大幅提高,从每个终端约5000美元上调至接近25000美元。五角大楼最终接受了这一涨价要求,使每架LUCAS无人机的成本几近翻倍。</p>\n<p>与此同时,双方还曾就向伊朗民众提供网络直连服务的定价问题陷入僵局——SpaceX开价高达5亿美元启动费加每月1亿美元运营费,令国防官员震惊。</p>\n<p>此后马斯克回应称,路透关于SpaceX星链(Starlink)的报道“不实”。五角大楼不恰当地利用了星链民用系统。</p>\n<p>上述争议此前从未被公开披露。分析人士指出,<strong>随着SpaceX筹备历史上规模最大的IPO之一,星链在现代战争中无可替代的地位正赋予马斯克对美国国家安全关键基础设施前所未有的议价杠杆。</strong></p>\n<p><strong>五角大楼表示,正寻求引入其他竞争对手,但目前尚无任何企业能提供与星链相当的替代方案。</strong></p>\n<div>\n<h2>自杀式无人机定价之争:仅连接数小时却按照飞机收费</h2>\n</div>\n<p>争议的导火索,是美军在对伊朗军事行动中大规模部署的LUCAS自杀式无人机。这是一款低成本机型,可在目标区域盘旋后俯冲引爆。</p>\n<p>SpaceX高管在美国于2月28日发动轰炸行动后数周内会见了五角大楼官员,<strong>提出军方实际使用的服务层级对应价格约为每终端每月25000美元,而非此前支付的约5000美元。</strong></p>\n<p>SpaceX的理由是,LUCAS无人机的使用场景与航空层级订阅服务更为吻合,而非价格更低的陆地或移动服务。五角大楼则反驳称,25000美元的月费本是为飞机设计的,而自杀式无人机使用星链连接的时间仅为数分钟至数小时,两者性质截然不同。</p>\n<p>尽管如此,<strong>正在加紧对伊朗实施打击的五角大楼最终还是接受了SpaceX的涨价方案,每架LUCAS无人机的成本从最初约30000美元几乎上涨一倍。</strong></p>\n<p>五角大楼目前正考虑额外采购逾3500份星盾(Starshield)终端订阅,其中100份属于价格更高的航空层级。该交易每年或可为SpaceX带来数亿美元收入。</p>\n<div>\n<h2>伊朗民众网络直连服务:5亿美元启动费引发震动</h2>\n</div>\n<p>争议的另一条线索,源于伊朗国内的通信管控局势。据媒体此前报道,伊朗今年1月镇压抗议活动、造成数千人死亡后,特朗普政府曾秘密向伊朗境内走私逾6000台星链终端,以帮助民众突破通信封锁。</p>\n<p>然而随着战事升级,伊朗当局没收了这批终端,并在主要城市部署干扰设备以阻断连接。据两名知情人士透露,冲突爆发一周内,五角大楼官员即开始与SpaceX商讨部署直连服务的方案——该功能类似5G连接,无需地面终端即可让用户接入网络,理论上可绕过伊朗的干扰手段。</p>\n<p><strong>SpaceX提出的方案开价高达5亿美元启动费,另加每月1亿美元运营费,</strong>令国防官员深感震惊。相关媒体无法确认双方是否已达成协议。</p>\n<div>\n<h2>马斯克推文引发紧张,双方各执一词</h2>\n</div>\n<p>3月1日,马斯克在X平台回应一则显示LUCAS无人机疑似集成星链终端的帖子时写道:"将终端用于武器系统违反了商业星链的服务条款。这适用于所有用户,一经发现即予以关闭。"他同时强调,用于军事用途的是另一套名为星盾的网络,"由美国政府运营"。</p>\n<p>五角大楼随即否认存在任何违约行为。据悉,军方使用的星盾终端可同时连接商业星链卫星及一个独立的、安全级别更高的星盾<a href=\"https://laohu8.com/S/STZ\">星座</a>,两者依据2023年签署的协议运作。</p>\n<p>值得注意的是,这并非马斯克首次以服务控制权向军方施压。2022年俄乌战争期间,马斯克曾在乌克兰军队向俄方阵地推进时下令关闭部分地区的星链服务,干扰了关键反攻行动。去年夏天,星链中断还导致美国海军无人艇失去连接。</p>\n<div>\n<h2>依赖加深,替代无门</h2>\n</div>\n<p>SpaceX对五角大楼的议价优势,根源在于其无可替代的市场地位。</p>\n<p><strong>星链旗下约1万颗卫星占全球在轨卫星总数逾60%,</strong>远超OneWeb、亚马逊旗下<a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Leo等竞争对手正在建设中的规模。该网络提供全球覆盖,在偏远地区同样可支持战场通信与精确打击,自2022年俄乌战争以来已成为现代战争的关键基础设施。</p>\n<p><strong>战争爆发之初,星链已深度嵌入美军作战体系。</strong>据一名知情人士透露,当美国发动轰炸行动时,星盾终端已被应用于逾十二种无人机系统,涵盖LUCAS等空中攻击无人机及用于海上侦察与打击任务的无人水面舰艇。</p>\n<p>华盛顿战略与国际研究中心(CSIS)高级研究员Clayton Swope指出,与传统国防承包商不同,SpaceX在商业市场、火箭发射和人工智能等领域均有大规模布局,使其对美国政府的依赖度相对有限。</p>\n<p><strong>2025年,SpaceX从星链业务获得约114亿美元营收。根据证券交易委员会(SEC)文件,美国政府收入仅占SpaceX总营收约20%。</strong>"SpaceX肯定让美国政府陷入了被动,"Swope说。</p>\n<p>五角大楼在声明中表示,负责采购终端的商业卫星通信办公室正致力于寻找其他竞争对手,并称"战争部致力于为商业卫星通信营造竞争环境"。但就目前而言,这一目标与现实之间,仍存在相当大的距离。</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>五角大楼被SpaceX掐咽喉:星链坐地起价涨五倍,双方激烈争执,马斯克否认</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; 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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五角大楼被SpaceX掐咽喉:星链坐地起价涨五倍,双方激烈争执,马斯克否认\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-27 04:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>五角大楼与SpaceX之间围绕星链服务定价的争议持续升温,折射出美国军方对马斯克旗下卫星网络的深度依赖,以及这种依赖所带来的战略脆弱性。</p>\n<p>据路透报道,美国对伊朗发动轰炸行动后数周内,SpaceX高管与五角大楼官员展开谈判,要求将用于制导自杀式无人机的星链服务费用大幅提高,从每个终端约5000美元上调至接近25000美元。五角大楼最终接受了这一涨价要求,使每架LUCAS无人机的成本几近翻倍。</p>\n<p>与此同时,双方还曾就向伊朗民众提供网络直连服务的定价问题陷入僵局——SpaceX开价高达5亿美元启动费加每月1亿美元运营费,令国防官员震惊。</p>\n<p>此后马斯克回应称,路透关于SpaceX星链(Starlink)的报道“不实”。五角大楼不恰当地利用了星链民用系统。</p>\n<p>上述争议此前从未被公开披露。分析人士指出,<strong>随着SpaceX筹备历史上规模最大的IPO之一,星链在现代战争中无可替代的地位正赋予马斯克对美国国家安全关键基础设施前所未有的议价杠杆。</strong></p>\n<p><strong>五角大楼表示,正寻求引入其他竞争对手,但目前尚无任何企业能提供与星链相当的替代方案。</strong></p>\n<div>\n<h2>自杀式无人机定价之争:仅连接数小时却按照飞机收费</h2>\n</div>\n<p>争议的导火索,是美军在对伊朗军事行动中大规模部署的LUCAS自杀式无人机。这是一款低成本机型,可在目标区域盘旋后俯冲引爆。</p>\n<p>SpaceX高管在美国于2月28日发动轰炸行动后数周内会见了五角大楼官员,<strong>提出军方实际使用的服务层级对应价格约为每终端每月25000美元,而非此前支付的约5000美元。</strong></p>\n<p>SpaceX的理由是,LUCAS无人机的使用场景与航空层级订阅服务更为吻合,而非价格更低的陆地或移动服务。五角大楼则反驳称,25000美元的月费本是为飞机设计的,而自杀式无人机使用星链连接的时间仅为数分钟至数小时,两者性质截然不同。</p>\n<p>尽管如此,<strong>正在加紧对伊朗实施打击的五角大楼最终还是接受了SpaceX的涨价方案,每架LUCAS无人机的成本从最初约30000美元几乎上涨一倍。</strong></p>\n<p>五角大楼目前正考虑额外采购逾3500份星盾(Starshield)终端订阅,其中100份属于价格更高的航空层级。该交易每年或可为SpaceX带来数亿美元收入。</p>\n<div>\n<h2>伊朗民众网络直连服务:5亿美元启动费引发震动</h2>\n</div>\n<p>争议的另一条线索,源于伊朗国内的通信管控局势。据媒体此前报道,伊朗今年1月镇压抗议活动、造成数千人死亡后,特朗普政府曾秘密向伊朗境内走私逾6000台星链终端,以帮助民众突破通信封锁。</p>\n<p>然而随着战事升级,伊朗当局没收了这批终端,并在主要城市部署干扰设备以阻断连接。据两名知情人士透露,冲突爆发一周内,五角大楼官员即开始与SpaceX商讨部署直连服务的方案——该功能类似5G连接,无需地面终端即可让用户接入网络,理论上可绕过伊朗的干扰手段。</p>\n<p><strong>SpaceX提出的方案开价高达5亿美元启动费,另加每月1亿美元运营费,</strong>令国防官员深感震惊。相关媒体无法确认双方是否已达成协议。</p>\n<div>\n<h2>马斯克推文引发紧张,双方各执一词</h2>\n</div>\n<p>3月1日,马斯克在X平台回应一则显示LUCAS无人机疑似集成星链终端的帖子时写道:"将终端用于武器系统违反了商业星链的服务条款。这适用于所有用户,一经发现即予以关闭。"他同时强调,用于军事用途的是另一套名为星盾的网络,"由美国政府运营"。</p>\n<p>五角大楼随即否认存在任何违约行为。据悉,军方使用的星盾终端可同时连接商业星链卫星及一个独立的、安全级别更高的星盾<a href=\"https://laohu8.com/S/STZ\">星座</a>,两者依据2023年签署的协议运作。</p>\n<p>值得注意的是,这并非马斯克首次以服务控制权向军方施压。2022年俄乌战争期间,马斯克曾在乌克兰军队向俄方阵地推进时下令关闭部分地区的星链服务,干扰了关键反攻行动。去年夏天,星链中断还导致美国海军无人艇失去连接。</p>\n<div>\n<h2>依赖加深,替代无门</h2>\n</div>\n<p>SpaceX对五角大楼的议价优势,根源在于其无可替代的市场地位。</p>\n<p><strong>星链旗下约1万颗卫星占全球在轨卫星总数逾60%,</strong>远超OneWeb、亚马逊旗下<a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Leo等竞争对手正在建设中的规模。该网络提供全球覆盖,在偏远地区同样可支持战场通信与精确打击,自2022年俄乌战争以来已成为现代战争的关键基础设施。</p>\n<p><strong>战争爆发之初,星链已深度嵌入美军作战体系。</strong>据一名知情人士透露,当美国发动轰炸行动时,星盾终端已被应用于逾十二种无人机系统,涵盖LUCAS等空中攻击无人机及用于海上侦察与打击任务的无人水面舰艇。</p>\n<p>华盛顿战略与国际研究中心(CSIS)高级研究员Clayton Swope指出,与传统国防承包商不同,SpaceX在商业市场、火箭发射和人工智能等领域均有大规模布局,使其对美国政府的依赖度相对有限。</p>\n<p><strong>2025年,SpaceX从星链业务获得约114亿美元营收。根据证券交易委员会(SEC)文件,美国政府收入仅占SpaceX总营收约20%。</strong>"SpaceX肯定让美国政府陷入了被动,"Swope说。</p>\n<p>五角大楼在声明中表示,负责采购终端的商业卫星通信办公室正致力于寻找其他竞争对手,并称"战争部致力于为商业卫星通信营造竞争环境"。但就目前而言,这一目标与现实之间,仍存在相当大的距离。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/45a4150e371a138466c43545d68f1bed","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","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","TSLP":"TSLA收益溢价策略ETF-Kurv","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","TSLQ":"2倍做空TSLA ETF-Tradr","07366":"南方两倍做空特斯拉","BK4612":"AI芯片","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED 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ACC"},"source_url":"https://wallstreetcn.com/articles/3773178","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2638154002","content_text":"五角大楼与SpaceX之间围绕星链服务定价的争议持续升温,折射出美国军方对马斯克旗下卫星网络的深度依赖,以及这种依赖所带来的战略脆弱性。\n据路透报道,美国对伊朗发动轰炸行动后数周内,SpaceX高管与五角大楼官员展开谈判,要求将用于制导自杀式无人机的星链服务费用大幅提高,从每个终端约5000美元上调至接近25000美元。五角大楼最终接受了这一涨价要求,使每架LUCAS无人机的成本几近翻倍。\n与此同时,双方还曾就向伊朗民众提供网络直连服务的定价问题陷入僵局——SpaceX开价高达5亿美元启动费加每月1亿美元运营费,令国防官员震惊。\n此后马斯克回应称,路透关于SpaceX星链(Starlink)的报道“不实”。五角大楼不恰当地利用了星链民用系统。\n上述争议此前从未被公开披露。分析人士指出,随着SpaceX筹备历史上规模最大的IPO之一,星链在现代战争中无可替代的地位正赋予马斯克对美国国家安全关键基础设施前所未有的议价杠杆。\n五角大楼表示,正寻求引入其他竞争对手,但目前尚无任何企业能提供与星链相当的替代方案。\n\n自杀式无人机定价之争:仅连接数小时却按照飞机收费\n\n争议的导火索,是美军在对伊朗军事行动中大规模部署的LUCAS自杀式无人机。这是一款低成本机型,可在目标区域盘旋后俯冲引爆。\nSpaceX高管在美国于2月28日发动轰炸行动后数周内会见了五角大楼官员,提出军方实际使用的服务层级对应价格约为每终端每月25000美元,而非此前支付的约5000美元。\nSpaceX的理由是,LUCAS无人机的使用场景与航空层级订阅服务更为吻合,而非价格更低的陆地或移动服务。五角大楼则反驳称,25000美元的月费本是为飞机设计的,而自杀式无人机使用星链连接的时间仅为数分钟至数小时,两者性质截然不同。\n尽管如此,正在加紧对伊朗实施打击的五角大楼最终还是接受了SpaceX的涨价方案,每架LUCAS无人机的成本从最初约30000美元几乎上涨一倍。\n五角大楼目前正考虑额外采购逾3500份星盾(Starshield)终端订阅,其中100份属于价格更高的航空层级。该交易每年或可为SpaceX带来数亿美元收入。\n\n伊朗民众网络直连服务:5亿美元启动费引发震动\n\n争议的另一条线索,源于伊朗国内的通信管控局势。据媒体此前报道,伊朗今年1月镇压抗议活动、造成数千人死亡后,特朗普政府曾秘密向伊朗境内走私逾6000台星链终端,以帮助民众突破通信封锁。\n然而随着战事升级,伊朗当局没收了这批终端,并在主要城市部署干扰设备以阻断连接。据两名知情人士透露,冲突爆发一周内,五角大楼官员即开始与SpaceX商讨部署直连服务的方案——该功能类似5G连接,无需地面终端即可让用户接入网络,理论上可绕过伊朗的干扰手段。\nSpaceX提出的方案开价高达5亿美元启动费,另加每月1亿美元运营费,令国防官员深感震惊。相关媒体无法确认双方是否已达成协议。\n\n马斯克推文引发紧张,双方各执一词\n\n3月1日,马斯克在X平台回应一则显示LUCAS无人机疑似集成星链终端的帖子时写道:\"将终端用于武器系统违反了商业星链的服务条款。这适用于所有用户,一经发现即予以关闭。\"他同时强调,用于军事用途的是另一套名为星盾的网络,\"由美国政府运营\"。\n五角大楼随即否认存在任何违约行为。据悉,军方使用的星盾终端可同时连接商业星链卫星及一个独立的、安全级别更高的星盾星座,两者依据2023年签署的协议运作。\n值得注意的是,这并非马斯克首次以服务控制权向军方施压。2022年俄乌战争期间,马斯克曾在乌克兰军队向俄方阵地推进时下令关闭部分地区的星链服务,干扰了关键反攻行动。去年夏天,星链中断还导致美国海军无人艇失去连接。\n\n依赖加深,替代无门\n\nSpaceX对五角大楼的议价优势,根源在于其无可替代的市场地位。\n星链旗下约1万颗卫星占全球在轨卫星总数逾60%,远超OneWeb、亚马逊旗下Amazon Leo等竞争对手正在建设中的规模。该网络提供全球覆盖,在偏远地区同样可支持战场通信与精确打击,自2022年俄乌战争以来已成为现代战争的关键基础设施。\n战争爆发之初,星链已深度嵌入美军作战体系。据一名知情人士透露,当美国发动轰炸行动时,星盾终端已被应用于逾十二种无人机系统,涵盖LUCAS等空中攻击无人机及用于海上侦察与打击任务的无人水面舰艇。\n华盛顿战略与国际研究中心(CSIS)高级研究员Clayton Swope指出,与传统国防承包商不同,SpaceX在商业市场、火箭发射和人工智能等领域均有大规模布局,使其对美国政府的依赖度相对有限。\n2025年,SpaceX从星链业务获得约114亿美元营收。根据证券交易委员会(SEC)文件,美国政府收入仅占SpaceX总营收约20%。\"SpaceX肯定让美国政府陷入了被动,\"Swope说。\n五角大楼在声明中表示,负责采购终端的商业卫星通信办公室正致力于寻找其他竞争对手,并称\"战争部致力于为商业卫星通信营造竞争环境\"。但就目前而言,这一目标与现实之间,仍存在相当大的距离。","news_type":1,"symbols_score_info":{"TSLS":0.6,"TSLA":1.75,"09766":0.6,"TLA":0.6,"TEST":0.6,"TSLG":0.6,"DXYZ":1.71,"TSLL":0.6,"TSDD":0.6,"TSLZ":0.6,"TSLY":0.6,"CRSH":0.6,"TSLP":0.6,"07366":0.6,"TSLT":0.6,"09366":0.6,"TSLW":0.6,"TESL":0.6,"TSLQ":0.6,"TSL":0.6,"TSII":0.6,"TSYY":0.6,"TSLO":0.6,"TSLI":0.6,"UFO":0.6,"07766":0.6,"TSLR":0.6}},"isVote":1,"tweetType":1,"viewCount":332,"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":30,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/568889291408568"}
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