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08-09
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马斯克再画“大饼”：星链年收入有望超过1万亿美元
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Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。他预计，Starlink年营收规模有望达到约400亿美元，其中大部分将转化为自由现金流，年自由现金流可能达到300亿美元。对此，马斯克回应称：“远不止。”马斯克认为，AI和机器人将带来远超人类的海量数据传输需求...</p>\n\n<a href=\"https://wallstreetcn.com/charts/41959543\">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/f6a2d85f5e8cd12b5acb8ead395b91e6","relate_stocks":{"SPCQ":"2倍做空SpaceX ETF-Defiance","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCH":"2倍做多SpaceX ETF-Leverage Shares","LOFF":"2倍做多SpaceX ETF-Direxion","SPAL":"2倍做多Space X ETF-GraniteShares","SPAX":"2倍做多SPACEX ETF-T-REX","SPCF":"2倍做多SpaceX ETF-ProShares","SPCX":"SPAC and New Issue ETF","SPCM":"2倍做多SpaceX ETF-Tradr","SPCG":"2倍做空SpaceX ETF-Tradr","SPCU":"2倍做多SpaceX ETF-Defiance","SNK":"2倍做空SpaceX 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Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。他预计，Starlink年营收规模有望达到约400亿美元，其中大部分将转化为自由现金流，年自由现金流可能达到300亿美元。对此，马斯克回应称：“远不止。”马斯克认为，AI和机器人将带来远超人类的海量数据传输需求，推动全球带宽市场大幅扩张。他表示，即便通信市场规模仅扩大一倍，Starlink也有望在中国以外市场取得至少25%的份额，对应年营收超过5000亿美元。马斯克进一步称，从长期来看，Starlink甚至可能承载超过50%的全球互联网流量，届时年收入有望超过1万亿美元。他表示，目前来看，实现这一目标“没有明显的障碍”。与此同时，马斯克还披露了星链技术迭代的具体路线图。他表示，将由星舰（Starship）发射的第三代星链卫星V3，综合性能比目前依靠猎鹰火箭发射的V2卫星高出一个数量级，V2今年的年度经常性收入将达到200亿美元。在V3之后，SpaceX还计划发射数量再提升一个数量级的V3及更新版本卫星，同时搭载V2及迭代款手机直连卫星。马斯克据此推算，整体带宽将达到现有第二代星链系统的100倍以上。他进一步以极端情景作为参照：即便每千兆比特的营收缩水至当前水平的十分之一，SpaceX通信业务的年收入依然将突破2000亿美元。这一测算意在说明，即使单位带宽价格大幅下滑，规模扩张所带来的总量增长仍足以支撑收入的跨越式提升。","news_type":1,"symbols_score_info":{"SPCU":0.6,"SPCH":0.6,"SPAX":0.6,"SPAL":0.6,"SNK":0.6,"SPCM":0.6,"SPCQ":0.6,"SPCF":0.6,"SPCX":2,"LOFF":0.6,"SPCG":0.6,"SSPC":0.6}},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":594974635512920,"gmtCreate":1786275662631,"gmtModify":1786279132179,"author":{"id":"3544088649010278","authorId":"3544088649010278","name":"呵呵哒_1251","avatar":"https://static.tigerbbs.com/6a40e222be6a788561b9f60dd7463fa0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544088649010278","authorIdStr":"3544088649010278"},"themes":[],"title":"","htmlText":"z","listText":"z","text":"z","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/594974635512920","repostId":"1152785017","repostType":2,"repost":{"id":"1152785017","kind":"news","pubTimestamp":1786259969,"share":"https://www.laohunote.com/m/news/1152785017?lang=zh_CN&edition=full","pubTime":"2026-08-09 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left;\">马斯克进一步称，<strong>从长期来看，Starlink甚至可能承载超过50%的全球互联网流量，届时年收入有望超过1万亿美元</strong>。他表示，目前来看，实现这一目标“没有明显的障碍”。</p><p style=\"text-align: left;\">与此同时，马斯克还披露了星链技术迭代的具体路线图。</p><p style=\"text-align: left;\">他表示，<strong>将由星舰（Starship）发射的第三代星链卫星V3，综合性能比目前依靠猎鹰火箭发射的V2卫星高出一个数量级</strong>，<strong>V2今年的年度经常性收入将达到200亿美元。</strong></p><p style=\"text-align: left;\">在V3之后，SpaceX还计划发射数量再提升一个数量级的V3及更新版本卫星，同时搭载V2及迭代款手机直连卫星。马斯克据此推算，<strong>整体带宽将达到现有第二代星链系统的100倍以上。</strong></p><p style=\"text-align: left;\">他进一步以极端情景作为参照：即便每千兆比特的营收缩水至当前水平的十分之一，SpaceX通信业务的年收入依然将突破2000亿美元。这一测算意在说明，即使单位带宽价格大幅下滑，规模扩张所带来的总量增长仍足以支撑收入的跨越式提升。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5f88036cae7028bba27b0ac64f742e56\" data-align=\"center\" tg-width=\"160\" tg-height=\"120\"/><span></span></p></body></html>","source":"lsy1762389672944","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\" 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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马斯克再画“大饼”：星链年收入有望超过1万亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-09 15:19 北京时间 <a href=https://wallstreetcn.com/charts/41959543><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。他预计，Starlink年营收规模有望达到约400亿美元，其中大部分将转化为自由现金流，年自由现金流可能达到300亿美元。对此，马斯克回应称：“远不止。”马斯克认为，AI和机器人将带来远超人类的海量数据传输需求...</p>\n\n<a href=\"https://wallstreetcn.com/charts/41959543\">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/f6a2d85f5e8cd12b5acb8ead395b91e6","relate_stocks":{"SPCQ":"2倍做空SpaceX ETF-Defiance","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCH":"2倍做多SpaceX ETF-Leverage Shares","LOFF":"2倍做多SpaceX ETF-Direxion","SPAL":"2倍做多Space X ETF-GraniteShares","SPAX":"2倍做多SPACEX ETF-T-REX","SPCF":"2倍做多SpaceX ETF-ProShares","SPCX":"SPAC and New Issue ETF","SPCM":"2倍做多SpaceX ETF-Tradr","SPCG":"2倍做空SpaceX ETF-Tradr","SPCU":"2倍做多SpaceX ETF-Defiance","SNK":"2倍做空SpaceX ETF-GraniteShares"},"source_url":"https://wallstreetcn.com/charts/41959543","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152785017","content_text":"硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。他预计，Starlink年营收规模有望达到约400亿美元，其中大部分将转化为自由现金流，年自由现金流可能达到300亿美元。对此，马斯克回应称：“远不止。”马斯克认为，AI和机器人将带来远超人类的海量数据传输需求，推动全球带宽市场大幅扩张。他表示，即便通信市场规模仅扩大一倍，Starlink也有望在中国以外市场取得至少25%的份额，对应年营收超过5000亿美元。马斯克进一步称，从长期来看，Starlink甚至可能承载超过50%的全球互联网流量，届时年收入有望超过1万亿美元。他表示，目前来看，实现这一目标“没有明显的障碍”。与此同时，马斯克还披露了星链技术迭代的具体路线图。他表示，将由星舰（Starship）发射的第三代星链卫星V3，综合性能比目前依靠猎鹰火箭发射的V2卫星高出一个数量级，V2今年的年度经常性收入将达到200亿美元。在V3之后，SpaceX还计划发射数量再提升一个数量级的V3及更新版本卫星，同时搭载V2及迭代款手机直连卫星。马斯克据此推算，整体带宽将达到现有第二代星链系统的100倍以上。他进一步以极端情景作为参照：即便每千兆比特的营收缩水至当前水平的十分之一，SpaceX通信业务的年收入依然将突破2000亿美元。这一测算意在说明，即使单位带宽价格大幅下滑，规模扩张所带来的总量增长仍足以支撑收入的跨越式提升。","news_type":1,"symbols_score_info":{"SPCU":0.6,"SPCH":0.6,"SPAX":0.6,"SPAL":0.6,"SNK":0.6,"SPCM":0.6,"SPCQ":0.6,"SPCF":0.6,"SPCX":2,"LOFF":0.6,"SPCG":0.6,"SSPC":0.6}},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
