以后真的也要把SpaceX看作New Cloud领头羊了

以后真的也要把SpaceX看作New Cloud领头羊了

看报道Google同意在2026年10月到2029年6月之间，每月向SpaceX支付9.2 亿美元，租用约11万颗NVIDIA GPU，以及 SpaceX数据中心中心内的CPU、存储和其他系统。

加上之前跟Authropic签的协议、加起来SpaceX的数据中心每月能21.2亿美金的营收，已经3倍CRWV的业务量，10倍于Nebius业务量，接近甲骨文云业务的一半体量了。

15年SpaceX整体营收186亿美金，亏损49亿美金，AI业务亏损63亿美金。云业务是全新的业务，如果加上来整体营收能到400亿美金，完全cover亏损甚至AI业务也能大幅度盈利。

不得不说老马旗下工程能力，随手就做出了一个遥遥领先的新云厂商。

$英伟达(NVDA)$ $美光科技(MU)$ $闪迪(SNDK)$ $迈威尔科技(MRVL)$ $博通(AVGO)$

SpaceX上市倒计时，太空股集体跳水，做多or做空？

SpaceX IPO进入倒计时，太空影子标的跟随市场大跌：Rocket Lab今日重挫6.99%，ASTS、SPCE、RDW隔夜继续走低。"大空头"Steve Eisman警告SpaceX估值相较英伟达"离谱"，Jefferies更开始为做空太空板块的资金牵线。一边是史诗级IPO的想象空间，一边是"betting against space"的逆向声音。上市在即，你会借RKLB/ASTS提前押注，还是跟着空头做反向？

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。

精彩评论

tc_Jesse
11:13
tc_Jesse
🔥

发表看法

1

2

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":572485217650016,"tweetId":"572485217650016","gmtCreate":1780789227655,"gmtModify":1780795357102,"author":{"id":3459472868242580,"idStr":"3459472868242580","authorId":3459472868242580,"authorIdStr":"3459472868242580","name":"tc_Jesse","avatar":"https://static.tigerbbs.com/c394205073381484c15f7ce62ddb9f5a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","name":"实盘交易者","description":"完成一笔实盘交易","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":58,"starInvestorFlag":false},"themes":[{"themeId":"33fe20542632417ba822ae0c90f14416","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"SpaceX上市倒计时，太空股集体跳水，做多or做空？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":33fe20542632417ba822ae0c90f14416}&rnconfig={\"headerBarHidden\": true}","description":"SpaceX IPO进入倒计时，太空影子标的跟随市场大跌：Rocket Lab今日重挫6.99%，ASTS、SPCE、RDW隔夜继续走低。\"大空头\"Steve Eisman警告SpaceX估值相较英伟达\"离谱\"，Jefferies更开始为做空太空板块的资金牵线。一边是史诗级IPO的想象空间，一边是\"betting against space\"的逆向声音。上市在即，你会借RKLB/ASTS提前押注，还是跟着空头做反向？","image":"https://static.tigerbbs.com/402d06ad546eab0c7bc9836388633fd4"}],"images":[{"img":"https://static.tigerbbs.com/f3f5c17ca1ae0e37cc8b93041ffbff40","width":"1260","height":"2488"}],"coverImages":[{"img":"https://static.tigerbbs.com/f3f5c17ca1ae0e37cc8b93041ffbff40","width":"1260","height":"2488"}],"title":"以后真的也要把SpaceX看作New Cloud领头羊了","html":"<html><head></head><body><p>以后真的也要把SpaceX看作New Cloud领头羊了</p>\n<p>看报道Google同意在2026年10月到2029年6月之间，每月向SpaceX支付9.2 亿美元，租用约11万颗NVIDIA GPU，以及 SpaceX数据中心中心内的CPU、存储和其他系统。</p>\n<p>加上之前跟Authropic签的协议、加起来SpaceX的数据中心每月能21.2亿美金的营收，已经3倍CRWV的业务量，10倍于Nebius业务量，接近甲骨文云业务的一半体量了。</p>\n<p>15年SpaceX整体营收186亿美金，亏损49亿美金，AI业务亏损63亿美金。云业务是全新的业务，如果加上来整体营收能到400亿美金，完全cover亏损甚至AI业务也能大幅度盈利。</p>\n<p>不得不说老马旗下工程能力，随手就做出了一个遥遥领先的新云厂商。</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/f3f5c17ca1ae0e37cc8b93041ffbff40\" tg-width=\"1260\" tg-height=\"2488\"><span></span></p>\n<p><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>&nbsp;<a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>以后真的也要把SpaceX看作New Cloud领头羊了</p>\n<p>看报道Google同意在2026年10月到2029年6月之间，每月向SpaceX支付9.2 亿美元，租用约11万颗NVIDIA GPU，以及 SpaceX数据中心中心内的CPU、存储和其他系统。</p>\n<p>加上之前跟Authropic签的协议、加起来SpaceX的数据中心每月能21.2亿美金的营收，已经3倍CRWV的业务量，10倍于Nebius业务量，接近甲骨文云业务的一半体量了。</p>\n<p>15年SpaceX整体营收186亿美金，亏损49亿美金，AI业务亏损63亿美金。云业务是全新的业务，如果加上来整体营收能到400亿美金，完全cover亏损甚至AI业务也能大幅度盈利。</p>\n<p>不得不说老马旗下工程能力，随手就做出了一个遥遥领先的新云厂商。</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/f3f5c17ca1ae0e37cc8b93041ffbff40\" tg-width=\"1260\" tg-height=\"2488\"><span></span></p>\n<p><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a>&nbsp;<a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a>&nbsp;</p></body></html>","text":"以后真的也要把SpaceX看作New Cloud领头羊了 看报道Google同意在2026年10月到2029年6月之间，每月向SpaceX支付9.2 亿美元，租用约11万颗NVIDIA GPU，以及 SpaceX数据中心中心内的CPU、存储和其他系统。 加上之前跟Authropic签的协议、加起来SpaceX的数据中心每月能21.2亿美金的营收，已经3倍CRWV的业务量，10倍于Nebius业务量，接近甲骨文云业务的一半体量了。 15年SpaceX整体营收186亿美金，亏损49亿美金，AI业务亏损63亿美金。云业务是全新的业务，如果加上来整体营收能到400亿美金，完全cover亏损甚至AI业务也能大幅度盈利。 不得不说老马旗下工程能力，随手就做出了一个遥遥领先的新云厂商。 $英伟达(NVDA)$ $美光科技(MU)$ $闪迪(SNDK)$ $迈威尔科技(MRVL)$ $博通(AVGO)$","highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/572485217650016","repostId":0,"isVote":1,"tweetType":1,"viewCount":706,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","AVGO","MRVL","SNDK","MU"],"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":597,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":572537551598392,"commentId":"572537551598392","gmtCreate":1780802000939,"gmtModify":1780803830474,"authorId":3459472868242580,"author":{"id":3459472868242580,"idStr":"3459472868242580","authorId":3459472868242580,"name":"tc_Jesse","avatar":"https://static.tigerbbs.com/c394205073381484c15f7ce62ddb9f5a","vip":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","name":"实盘交易者","description":"完成一笔实盘交易","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":572485217650016,"objectIdStr":"572485217650016","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"🔥<t-t type=\"img\" src=\"https://static.tigerbbs.com/88933d4beee81f33e1ea30420c49cbc2\"></t-t>","text":"🔥<t-t type=\"img\" src=\"https://static.tigerbbs.com/88933d4beee81f33e1ea30420c49cbc2\"></t-t>","html":"🔥<t-t type=\"img\" src=\"https://static.tigerbbs.com/88933d4beee81f33e1ea30420c49cbc2\"></t-t>","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/572485217650016"}