阿呆宝
09-12
SpaceX军火公司!
SpaceX股价走高:数据中心建设模式大调整,英国潜在国防订单引市场关注
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这套新模式,与马斯克旗下 xAI(现已并入 SpaceX)建设田纳西州 Colossus 园区的方式截然不同。当年该 AI 部门仅用时 122 天就<a href=\"https://laohu8.com/S/01630\">建成</a>投用首座数据中心,英伟达 CEO 黄仁勋曾称这个建设速度 “超乎人类水平”。</p><p style=\"text-align: left;\"> 但高速建设也付出代价,系统频繁宕机。据《The Information》报道,上周孟菲斯数据中心就因施工问题发生故障,导致部分 Grok 大模型下线,同时波及 Anthropic、谷歌等算力客户。</p><p style=\"text-align: left;\"> 近十余名原数据中心部门高管已经离职,岗位由 SpaceX 火箭部门工程师接任。马斯克几乎每个周日都会到访孟菲斯园区;故障发生后,他在 X 平台发文表示,公司正在 “采取整改措施,杜绝同类事故再次发生”。</p><p style=\"text-align: left;\"> 在数据中心扩张节奏有可能放缓的同时,SpaceX 国防业务迎来利好。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5136999633a04f13c46b6ae421fbc60e\" data-align=\"center\" tg-width=\"550\" tg-height=\"393\"/><span>一名美国空军人员在英国费尔福德皇家空军基地接入 SpaceX 星链网络</span></p><p style=\"text-align: left;\"> 英国已向 SpaceX 采购近 4000 万美元卫星服务,加深了对该公司的依赖。英国国防部采购约 1760 万美元<strong>星盾(Starshield)</strong>服务(星链军用版本,加密等级更高),另外采购 2230 万美元普通星链设备;共计部署约 1000 台星盾终端、500 台星链终端。</p><p style=\"text-align: left;\"> 英国也是美国之外首个公开确认使用星盾系统的国家。</p><p style=\"text-align: left;\"> 即便本周迎来内部限售股解禁,SpaceX 股价周四依旧小幅收涨。自 6 月 12 日 IPO 上市满 90 天,周三约 3.19 亿股内部人持股达到可出售条件,占内部持股总量约 7%。</p><p style=\"text-align: left;\"> SpaceX6 月上市发行价 135 美元,估值 1.77 万亿美元,募资规模达 857 亿美元,流通股份占比不足 5%。</p></body></html>","source":"sina","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>SpaceX股价走高:数据中心建设模式大调整,英国潜在国防订单引市场关注</title>\n<style 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href=\"https://finance.sina.com.cn/stock/usstock/c/2026-09-11/doc-inirkiyn2643427.shtml\">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/a6c7e1f1414a3ac67796f55e8be77571","relate_stocks":{"SPAL":"2倍做多Space X ETF-GraniteShares","WSPC":"WisdomTree Space Economy UCITS ETF","SPCF":"2倍做多SpaceX ETF-ProShares","LU1861558580.USD":"日兴方舟颠覆性创新基金B","WARP":"VanEck Space ETF","SPCG":"2倍做空SpaceX ETF-Tradr","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","PQUS":"Pictet AI Enhanced US Equity ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","MARS":"Roundhill Space & Technology ETF","SPCX":"SPAC and New Issue ETF","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4615":"SpaceX概念","SPAX":"2倍做多SPACEX ETF-T-REX","BK4089":"非传统电信运营商","TEKY":"Lazard Next Gen Technologies ETF","LU1861215975.USD":"贝莱德新一代科技基金 A2","XOVR":"ERShares Private-Public Crossover ETF","LU1861559042.SGD":"日兴方舟颠覆性创新基金B 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其中影响最大的消息来自《The Information》的报道:SpaceX 及其首席执行官埃隆・马斯克正在彻底调整数据中心的建设模式,这一转变或将放缓新数据中心的建设速度。 报道称,来自火箭部门的新管理团队将可靠性置于建设速度之上,增加备用电力与冷却系统配置,并且在正式投用之前对数据中心开展更加全面的测试。 SpaceX(股票代码:SPCX) 股价:150.84 美元,上涨 3.29 美元(+2.23%) 美国东部时间中午 12:38:45,市场处于交易状态。 这套新模式,与马斯克旗下 xAI(现已并入 SpaceX)建设田纳西州 Colossus 园区的方式截然不同。当年该 AI 部门仅用时 122 天就建成投用首座数据中心,英伟达 CEO 黄仁勋曾称这个建设速度 “超乎人类水平”。 但高速建设也付出代价,系统频繁宕机。据《The Information》报道,上周孟菲斯数据中心就因施工问题发生故障,导致部分 Grok 大模型下线,同时波及 Anthropic、谷歌等算力客户。 近十余名原数据中心部门高管已经离职,岗位由 SpaceX 火箭部门工程师接任。马斯克几乎每个周日都会到访孟菲斯园区;故障发生后,他在 X 平台发文表示,公司正在 “采取整改措施,杜绝同类事故再次发生”。 在数据中心扩张节奏有可能放缓的同时,SpaceX 国防业务迎来利好。一名美国空军人员在英国费尔福德皇家空军基地接入 SpaceX 星链网络 英国已向 SpaceX 采购近 4000 万美元卫星服务,加深了对该公司的依赖。英国国防部采购约 1760 万美元星盾(Starshield)服务(星链军用版本,加密等级更高),另外采购 2230 万美元普通星链设备;共计部署约 1000 台星盾终端、500 台星链终端。 英国也是美国之外首个公开确认使用星盾系统的国家。 即便本周迎来内部限售股解禁,SpaceX 股价周四依旧小幅收涨。自 6 月 12 日 IPO 上市满 90 天,周三约 3.19 亿股内部人持股达到可出售条件,占内部持股总量约 7%。 SpaceX6 月上市发行价 135 美元,估值 1.77 万亿美元,募资规模达 857 亿美元,流通股份占比不足 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