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天使不堕落
07:28
作者内心龌蹉、思想狭隘,用自己的功利思想去定义马斯克,作为科技新贵他仿佛只配谈科技。 每个人的心中肯定有自己最神圣的美好所在,就像我们从小仰慕七仙女个个仙姿卓越、美丽非凡一样,希腊经典神话故事人物也肯定是其心目中美好所在!现在很多外国导演对经典人物胡乱改,为表达政治正确甚至乱用黑人,如“白雪公主”、“人鱼公主”……说实话,看了这些黑人演经典美人,仿佛看到一坨坨大便💩,恶心至极!!!
马斯克与诺兰:两种文明叙事的史诗大战
天使不堕落
06-12
$SpaceX(SPCX)$
盯着快1个小时了,到底几点才能开始买卖?
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
天使不堕落
04-08
伟大的马斯克,牛逼!
从“马斯克信仰”到商业航天狂欢! SpaceX超级IPO引爆太空股投资狂潮
天使不堕落
2024-01-16
$特斯拉(TSLA)$
坚定看好特斯拉,逢低买入。
天使不堕落
2023-07-24
对印度政府的诚信存在质疑,毕竟已有很多外资企业在印度折戈,甚至被印度政府用各种借口近乎杀鸡取卵。担忧马斯克步入后尘,希望马斯克不要和印度政府合作!
特斯拉代表将赴印度谈判,讨论在印建厂2.4万美元新车计划
天使不堕落
2023-07-22
$特斯拉(TSLA)$
相信神一样存在马斯克的巨大能力!特斯拉只是他诸多公司中的代表,而且是唯一能代表他水平的上市公司。不能只看Q2的每股收益降低,以及后续可能继续降价导致的收益降低。应该理解马斯克以价换量的英明决策,迅速攻城掠地、占据市场份额然后依靠后续服务赚钱……正在各地纷纷建造的蓄电池厂会在充电、住宅发电等服务上源源不断造血……相信不久的将来,马斯克定会率领特斯拉在世界范围替换掉燃油车、全面普及新能源汽车、甚至普及家庭、工厂、办公用电。特斯拉股价会越来越高,坚定长期持有! 几点建议: 1、请马斯克勿在推特上浪费太多精力,切勿发表任何政治倾向的言论; 2、希望特斯拉汽车能够持续创新,不仅注重外观,车内配置也要高端、新颖、舒适……高中低档车都有,适合各层次人选用; 3、请马斯克研发一种超低空小飞行器推向家庭,作为人们的日常短途出行工具迅速普及。 展望不久的将来:特斯拉汽车在地面道路奔忙行驶、特斯拉家庭通勤小飞行器在低空高楼大厦间往来穿梭……多么美好的画卷! 期待马斯克带领人类走向更高科技文明!!!
天使不堕落
2023-07-21
$特斯拉(TSLA)$
坚定持有特斯拉!
天使不堕落
2023-07-14
劝马斯克不要和印度人打交道,一个惯于杀鸡取卵的强盗政府是改不了本性的!别和烂人纠缠!
马斯克妥协了?报道称特斯拉正商谈在印度建厂
天使不堕落
2022-11-08
不希望马斯克浪费精力在推特的管理上、不要涉足政治!他一心一意搞他的星际探索、发明创造就好!否则,再伟大的科学家一旦政治思想意识不对,也会导致声誉受损甚至影响命运前途!!!
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作者内心龌蹉、思想狭隘,用自己的功利思想去定义马斯克,作为科技新贵他仿佛只配谈科技。 每个人的心中肯定有自己最神圣的美好所在,就像我们从小仰慕七仙女个个仙姿卓越、美丽非凡一样,希腊经典神话故事人物也肯定是其心目中美好所在!现在很多外国导演对经典人物胡乱改,为表达政治正确甚至乱用黑人,如“白雪公主”、“人鱼公主”……说实话,看了这些黑人演经典美人,仿佛看到一坨坨大便💩,恶心至极!!!","listText":" 作者内心龌蹉、思想狭隘,用自己的功利思想去定义马斯克,作为科技新贵他仿佛只配谈科技。 每个人的心中肯定有自己最神圣的美好所在,就像我们从小仰慕七仙女个个仙姿卓越、美丽非凡一样,希腊经典神话故事人物也肯定是其心目中美好所在!现在很多外国导演对经典人物胡乱改,为表达政治正确甚至乱用黑人,如“白雪公主”、“人鱼公主”……说实话,看了这些黑人演经典美人,仿佛看到一坨坨大便💩,恶心至极!!!","text":"作者内心龌蹉、思想狭隘,用自己的功利思想去定义马斯克,作为科技新贵他仿佛只配谈科技。 每个人的心中肯定有自己最神圣的美好所在,就像我们从小仰慕七仙女个个仙姿卓越、美丽非凡一样,希腊经典神话故事人物也肯定是其心目中美好所在!现在很多外国导演对经典人物胡乱改,为表达政治正确甚至乱用黑人,如“白雪公主”、“人鱼公主”……说实话,看了这些黑人演经典美人,仿佛看到一坨坨大便💩,恶心至极!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593738734359248","repostId":"2657152292","repostType":2,"repost":{"id":"2657152292","kind":"highlight","weMediaInfo":{"introduction":"秦朔朋友圈是由中国著名媒体人、财经观察家秦朔牵头创立的一个新媒体与专业服务品牌,包括微信公众号、微博、视频节目、音频节目等。内容聚焦于经济、金融和商业领域,关注重点为全球和中国财经商业热点、企业家精神、创新与发明创造、商业文明探索等。","home_visible":1,"media_name":"秦朔朋友圈","id":"60","head_image":"https://static.tigerbbs.com/707686f07ebc41778130c729f4eea24e"},"pubTimestamp":1785945600,"share":"https://www.laohunote.com/m/news/2657152292?lang=zh_CN&edition=full","pubTime":"2026-08-06 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href=\"https://laohu8.com/S/OMEX\">奥德赛</a>》,没想到选角出来后,马斯克坐不住了,连发好几条帖子开炮,话说得特别难听:找了个黑人演员演海伦,是</span></font><font face=\"宋体\"><span leaf=\"\">“跪舔奥斯卡的评奖规则”,连“在荷马坟头撒尿”、骂人家是“蠕虫”都用上了。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/4cdfa8edbb9347ec9aa00c6081f08e90\"/></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">不过,最初诺兰没吭声,一个英国历史学家辩驳了几句,也被马斯克顺手骂了一顿。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">很多人的第一反应是,啊,两个完全不在一个频道的人,竟然隔空吵架。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一个是拍出了《记忆碎片》《蝙蝠侠》三部曲、《盗梦空间》《奥本海默》等一系列优秀电影的全球知名导演,另一个是造火箭、造汽车、搞人工智能、全球首富、知名大</span></font><font face=\"宋体\"><span leaf=\"\">V的科技新贵;一个在好莱坞扛摄像机,另一个在硅谷做算法,完全不搭边啊。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">表面看,这是科技圈和电影圈的一次意外碰撞。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">但我觉得,这不仅是科技与人文的交锋,更是未来谁掌握话语权的博弈。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">未来,谁有资格定义文化?是花费几年时间创作作品的人?还是掌握全球注意力入口的人?这才是马斯克和诺兰这场争论真正关注的地方。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/7b6b1b682fea4a4894bd3825f5bbc89f\" type=\"block\"/></span><span leaf=\"\">这场在线对喷有一点很尴尬,很多参战的人其实压根就没看过《奥德赛》!</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">电影没上映之前,大家就已经吵完了,吵的不是电影,是热搜标题。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一帧画面都没放出来,网上早已经吵翻天了,一半人说马斯克说得对,一半人站在诺兰的角度骂这就是找碴。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">尤其是咱们国内,实际上</span></font><font face=\"宋体\"><span leaf=\"\">8月中旬才正式公映,不看就喷仿佛成了约定俗成。为了写稿,我把将近3个小时的电影完整看了一遍,有史诗感那味儿,就是有点拖沓了,看到马特达蒙总会下意识觉得伯恩又要行动了,看到海伦不是传统选角时,也是有点震惊的。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">支持诺兰的人认为:电影不是历史复印机,神话本身就是不断被重新解释的东西。</span></font></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/1d0ae7d7ce904d38bbd45d347c6ffc47\" type=\"block\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">反对诺兰的人认为:经典作品不能为了迎合时代而随意改变。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">说一个词,带节奏。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">我并不是指马斯克或者诺兰或者历史教授,而是上千万人的大争论在网络世界形成的</span></font><font face=\"宋体\"><span leaf=\"\">“带节奏”,这无疑是一股极为庞大的流量。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">现在一部电影、一个明星、一家店,能不能做得好,好像跟本身的能力、口味、口碑,没有太大关系,反而跟</span></span></font><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">“谁在带节奏”“谁带节奏更大”的关系越来越大。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">表面看没什么改变,真正改变的是流量逻辑,有个人手里握着喇叭,喇叭比手艺管用。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">在电影领域,有一个专业术语叫作:<span textstyle=\"\">分发权大于创作权</span>。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">早在</span></font><font face=\"宋体\"><span leaf=\"\">3年前,几乎跟《奥德赛》一样,《埃及艳后》同样陷入争议。当时Netflix找英国混血黑人演员饰演埃及艳后克利奥帕特拉,预告片发布后就遭到大量抨击,埃及方面甚至有律师发起法律诉讼,希望借此在埃及全境封禁Netflix。</span></font></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/495bd7c341874d1d837483ee236bbb0d\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/f4a7a60bcc874002b7393b96387b4487\" type=\"block\"/></span><span leaf=\"\">回到马斯克和诺兰在线对战。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">很多人喜欢把这场冲突理解成:科技理性 vs. </span></font><font face=\"宋体\"><span leaf=\"\">人文艺术。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">有这方面的分析,但不全是。为什么呢,确实,马斯克自己也展示了几分钟的</span></font><font face=\"宋体\"><span leaf=\"\">AI片段,做得不算完善,但是已经达到了普通平替的水准了,随着未来技术越来越好,AI成片也会越来越成熟,甚至以假乱真。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">只不过,马斯克在批评电影的时候,更多表达的其实不是技术语言,比如说这个镜头不符合物理规律,这个历史背景计算错误,并没有,他讨论的一直是:<span textstyle=\"\">经典有没有被尊重?改编有没有边界?谁有资格重新解释传统?</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">换句话说,讨论的是同一个领域,诺兰是导演,马斯克是观众。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">其中的区别是,诺兰在电影里表达观点,马斯克在平台上争夺观点。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">前者在生产内容,后者更直接,在控制注意力。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">要知道,互联网时代就是注意力经济,注意力本身就是一种权力。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一个热搜,一半人在骂,可仔细一看</span></font><font face=\"宋体\"><span leaf=\"\">——骂的人压根没看过完整视频,就瞅了一眼标题,事情还没查清楚呢,态度已经站好队了。</span></font><font face=\"宋体\"><span leaf=\"\">谁先抢到</span></font><font face=\"宋体\"><span leaf=\"\">“说话的位置”,谁就赢了一半,跟东西本身好不好,关系没那么大了。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">诺兰,拍电影的,花了两三年、砸了两亿多美元,这个叫</span></font><font face=\"宋体\"><span leaf=\"\">创作的本事</span></font><font face=\"宋体\"><span leaf=\"\">。马斯克,科技新贵,手握</span></font><font face=\"宋体\"><span leaf=\"\">X平台,自己就是全球网红,说白了就是超级大喇叭,全世界几亿人都能刷到他说话,这个叫表达</span></font><font face=\"宋体\"><span leaf=\"\">的本事</span></font><font face=\"宋体\"><span leaf=\"\">。</span></font></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/b677142389cf4037854f10f0ff246870\" type=\"block\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">以前谁厉害不好说,但至少在制作领域,肯定是创作者占据绝对主导,影片好不好,得观众买账,专业影评人看了,慢慢讨论出个结果来。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">现在完全不是这样了,电影还没上映呢,马斯克帖子一发,全世界都加入讨论,这已经不是电影拍得怎么样,而是马斯克说了啥。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">于是,喇叭干掉了手艺。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">所以我一直强调,这不仅是科技与人文的交锋,更是谁掌握话语权的博弈。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">马斯克最大的影响力,不是他懂不懂电影,而是他拥有</span></font><font face=\"宋体\"><span leaf=\"\">X,他可以绕过传统媒体、影评体系,直接面对数亿用户,能让上亿人迅速参与到某个热点话题中。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/9a71c8275a18410fad6fb3d0cff2dae4\" type=\"block\"/></span><span leaf=\"\">再往下挖,这件事的背后逻辑就非常清楚了。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一场平静的电影讨论,可能没有多少人关注。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">但一场</span></font><font face=\"宋体\"><span leaf=\"\">“世界首富怒批顶级导演”的冲突,会瞬间制造流量,评论增加了,转发增加了,讨论增加了,平台活跃度增加了,这场讨论的最大受益者是马斯克和X平台,它天然奖励争议。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">分析这件事,一定要分析马斯克这个人。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">他是最典型的未来主义者,火星,</span></font><font face=\"宋体\"><span leaf=\"\">AI,脑机接口,自动驾驶,尤其是他的形象一直是:打破旧世界,创造<a href=\"https://laohu8.com/S/600628\">新世界</a>。但这一次,他却站到了传统主义的位置。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">这几年,出现了一个很有意思的变化。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">很多科技巨头开始进入文化领域。越来越多的时候,一个拥有千万粉丝的人,一条帖子,就可以改变公众讨论方向,这不是简单的专家输了、网红赢了,因为专业体系面对算法时代,也确实遇到了挑战。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">马斯克这么积极地下场开喷,图什么?他最擅长的是造车、星链、当全球首富,手握</span></font><font face=\"宋体\"><span leaf=\"\">X这个超级平台的,但是有一点他一定不行,因为他不是历史学家,更不会拍电影,也不靠这部电影赚钱,那为什么这么做?</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">因为马斯克是</span></span></font><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">X这个平台的老板。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">背后是平台,是流量,是话语权,是争议热度。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">这事儿吵得越凶,大家在他这个平台上刷得越勤、吵得越欢,平台就越活跃,平台越活跃,广告费、估值这些跟他自己的钱包直接挂钩的东西,就会噌噌往上涨。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">说白了,他根本就不是路见不平拔刀相助,或者代表民意去质疑诺兰,他只是在自己家的平台上,点了一把火,挂上了足够量的诱饵,然后期待着愿者上钩,等双方吵架带来了泼天的流量,至少</span></font><font face=\"宋体\"><span leaf=\"\">1000万人次参与了这件事的讨论,平台就成了最大的受益者。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一条互动</span></font><font face=\"宋体\"><span leaf=\"\">1000万人次的讨论,试问全球有哪个平台、哪个个人能达到如此高的流量?应该是极少的。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">再往下说一个更让人后背发凉的事儿:话语权开始转移。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">就拿电影来说,以前一个东西好不好,得专家说了算,为什么?文化权威加</span></font><font face=\"宋体\"><span leaf=\"\">专业背书,这就足够了。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">现在这一套流程、这一套逻辑被彻底推翻了,马斯克说,别跟我谈什么历史,别跟我谈什么电影制作,别跟我谈什么情怀,他只需要对着上亿粉丝喊一下,就会吸引全球目光去关注,还真有一大堆人跟着说对对对,马斯克说得对。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">那个出来说公道话的历史学家呢?没人跟他好好辩论,直接被骂了一顿了事。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">专家说了不算,网红说了才算。</span></font></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/54e7f572b5a041d1973a07706b00d640\" type=\"block\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/22cf55ad6b404f4ea449c4187d53fabb\" type=\"block\"/></span><span leaf=\"\">回看这件事,马斯克和诺兰所谓</span><span><font face=\"宋体\"><span leaf=\"\">“骂战”的背后,本质上根本就不是一场关于电影的争论,而是一场“科技与人文”的激烈交锋,更是一场到底“谁说了算”的<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>争论。</span></font></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">电影本身,反而成了这场吵架里最不重要的东西</span></font><font face=\"宋体\"><span leaf=\"\">——还没上映,看都没看,就已经给了判断。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">说到底,这个时代最值钱的东西,已经不是把事儿做好,而是谁先抢到能让所有人都听见的喇叭。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">但是我依然觉得,任何时代最有价值的,依然是</span></font><font face=\"宋体\"><span leaf=\"\">“把事儿做好”,老板好好带领公司发展,导演拍一部好电影,作家写一本好小说,公交车司机好好开车,而不是一味的站在旁边瞎指挥、大声指责,甚至帮倒忙。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">至少下一次开喷之前,先把</span></font><font face=\"宋体\"><span leaf=\"\">3个小时的《奥德赛》看完吧。</span></font></p><p arial=\"\" center=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><b arial=\"\" center=\"\" gb=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span><b arial=\"\" center=\"\" gb=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" blinkmacsystemfont=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span leaf=\"\"><span textstyle=\"\"> —— · END · —— </span></span></strong></b></span></b></p><p arial=\"\" center=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">N</span><span leaf=\"\">o.7024 原</span><span leaf=\"\">创</span><span leaf=\"\">首</span><span leaf=\"\">发</span><span leaf=\"\">文章</span><span leaf=\"\">|</span><span leaf=\"\">作</span><span leaf=\"\">者 </span><span leaf=\"\"><span textstyle=\"\">锂铍硼</span></span></span></strong></b></p><p arial=\"\" center=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><b arial=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span><span arial=\"\" background-color:=\"\" border-box=\"\" both=\"\" box-sizing:=\"\" break-word=\"\" caret-color:=\"\" clear:=\"\" color:=\"\" font-family:=\"\" font-size:=\"\" font-style:=\"\" font-variant-caps:=\"\" font-variant-ligatures:=\"\" font-weight:=\"\" gb=\"\" justify=\"\" leaf=\"\" letter-spacing:=\"\" line-height:=\"\" margin:=\"\" max-width:=\"\" min-height:=\"\" neue=\"\" none=\"\" normal=\"\" orphans:=\"\" outline:=\"\" overflow-wrap:=\"\" padding:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" text-align:=\"\" text-decoration:=\"\" text-indent:=\"\" text-transform:=\"\" ui=\"\" visibility:=\"\" visible=\"\" white-space:=\"\" widows:=\"\" word-spacing:=\"\" yahei=\"\">作者简介:12年地产研究者,政经笔杆子,城市街溜子,影视爱好者。</span></span></span></strong></b></span></strong></b></p><p arial=\"\" center=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">开白名单 duanyu_H|投稿 to</span><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">ugao99999</span></span></strong></b></span></strong></b></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/15a04c22154e4fa6bbc78dbdcd1472d3\" type=\"block\"/></p><p><span><img src=\"https://static.tigerbbs.com/26af42af89ca4d778eeef74a2589f408\" type=\"block\"/></span></p><p><b arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><b arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\"> 欢迎</span><b arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" both=\"\" break-word=\"\" caret-color:=\"\" center=\"\" color:=\"\" font-family:=\"\" gb=\"\" inherit=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" outline:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" transparent=\"\" ui=\"\" visible=\"\" yahei=\"\"><i arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><font face=\"等线\"><b arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><font arial=\"\" border-box=\"\" both=\"\" break-word=\"\" center=\"\" gb=\"\" neue=\"\" none=\"\" normal=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" both=\"\" break-word=\"\" caret-color:=\"\" center=\"\" color:=\"\" font-family:=\"\" gb=\"\" inherit=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" outline:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" transparent=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\">点</span><font face=\"三极素纤简体\"><span arial=\"\" border-box=\"\" both=\"\" break-word=\"\" caret-color:=\"\" center=\"\" color:=\"\" font-family:=\"\" gb=\"\" inherit=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" outline:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" transparent=\"\" ui=\"\" visible=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span leaf=\"\">看</span></strong><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span leaf=\"\">【</span></strong></span></strong></span></font></span></font><font arial=\"\" border-box=\"\" both=\"\" break-word=\"\" center=\"\" gb=\"\" neue=\"\" none=\"\" normal=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\">秦</span></font><font arial=\"\" border-box=\"\" both=\"\" break-word=\"\" center=\"\" face=\"宋体\" gb=\"\" neue=\"\" none=\"\" normal=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" both=\"\" break-word=\"\" caret-color:=\"\" center=\"\" color:=\"\" font-family:=\"\" gb=\"\" inherit=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" outline:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" transparent=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"三极素纤简体\"><span><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">朔</span></span></strong><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">朋</span></span></strong><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">友</span></span></strong></span></font><font face=\"三极素纤简体\"><span><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span leaf=\"\">圈</span></strong><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span leaf=\"\">】</span></strong></span></font></span></font></span></strong></b></font></i></span></b></span></strong></b></span></strong></b></span></strong></b></p></div></body></html>","source":"weixin_highlight","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>马斯克与诺兰:两种文明叙事的史诗大战</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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马斯克与诺兰:两种文明叙事的史诗大战\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/60\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/707686f07ebc41778130c729f4eea24e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">秦朔朋友圈 </p>\n<p class=\"h-time\">2026-08-06 00:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/a4487779380e4b33be09191be0cb148f\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><b><font face=\"宋体\"><span leaf=\"\" para=\"\"><span textstyle=\"\">马斯克和诺兰为什么吵起来了?</span></span></font></b></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">起因是,诺兰拍了一部新片《<a href=\"https://laohu8.com/S/OMEX\">奥德赛</a>》,没想到选角出来后,马斯克坐不住了,连发好几条帖子开炮,话说得特别难听:找了个黑人演员演海伦,是</span></font><font face=\"宋体\"><span leaf=\"\">“跪舔奥斯卡的评奖规则”,连“在荷马坟头撒尿”、骂人家是“蠕虫”都用上了。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/4cdfa8edbb9347ec9aa00c6081f08e90\"/></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">不过,最初诺兰没吭声,一个英国历史学家辩驳了几句,也被马斯克顺手骂了一顿。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">很多人的第一反应是,啊,两个完全不在一个频道的人,竟然隔空吵架。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一个是拍出了《记忆碎片》《蝙蝠侠》三部曲、《盗梦空间》《奥本海默》等一系列优秀电影的全球知名导演,另一个是造火箭、造汽车、搞人工智能、全球首富、知名大</span></font><font face=\"宋体\"><span leaf=\"\">V的科技新贵;一个在好莱坞扛摄像机,另一个在硅谷做算法,完全不搭边啊。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">表面看,这是科技圈和电影圈的一次意外碰撞。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">但我觉得,这不仅是科技与人文的交锋,更是未来谁掌握话语权的博弈。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">未来,谁有资格定义文化?是花费几年时间创作作品的人?还是掌握全球注意力入口的人?这才是马斯克和诺兰这场争论真正关注的地方。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/7b6b1b682fea4a4894bd3825f5bbc89f\" type=\"block\"/></span><span leaf=\"\">这场在线对喷有一点很尴尬,很多参战的人其实压根就没看过《奥德赛》!</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">电影没上映之前,大家就已经吵完了,吵的不是电影,是热搜标题。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一帧画面都没放出来,网上早已经吵翻天了,一半人说马斯克说得对,一半人站在诺兰的角度骂这就是找碴。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">尤其是咱们国内,实际上</span></font><font face=\"宋体\"><span leaf=\"\">8月中旬才正式公映,不看就喷仿佛成了约定俗成。为了写稿,我把将近3个小时的电影完整看了一遍,有史诗感那味儿,就是有点拖沓了,看到马特达蒙总会下意识觉得伯恩又要行动了,看到海伦不是传统选角时,也是有点震惊的。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">支持诺兰的人认为:电影不是历史复印机,神话本身就是不断被重新解释的东西。</span></font></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/1d0ae7d7ce904d38bbd45d347c6ffc47\" type=\"block\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">反对诺兰的人认为:经典作品不能为了迎合时代而随意改变。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">说一个词,带节奏。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">我并不是指马斯克或者诺兰或者历史教授,而是上千万人的大争论在网络世界形成的</span></font><font face=\"宋体\"><span leaf=\"\">“带节奏”,这无疑是一股极为庞大的流量。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">现在一部电影、一个明星、一家店,能不能做得好,好像跟本身的能力、口味、口碑,没有太大关系,反而跟</span></span></font><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">“谁在带节奏”“谁带节奏更大”的关系越来越大。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">表面看没什么改变,真正改变的是流量逻辑,有个人手里握着喇叭,喇叭比手艺管用。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">在电影领域,有一个专业术语叫作:<span textstyle=\"\">分发权大于创作权</span>。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">早在</span></font><font face=\"宋体\"><span leaf=\"\">3年前,几乎跟《奥德赛》一样,《埃及艳后》同样陷入争议。当时Netflix找英国混血黑人演员饰演埃及艳后克利奥帕特拉,预告片发布后就遭到大量抨击,埃及方面甚至有律师发起法律诉讼,希望借此在埃及全境封禁Netflix。</span></font></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/495bd7c341874d1d837483ee236bbb0d\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/f4a7a60bcc874002b7393b96387b4487\" type=\"block\"/></span><span leaf=\"\">回到马斯克和诺兰在线对战。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">很多人喜欢把这场冲突理解成:科技理性 vs. </span></font><font face=\"宋体\"><span leaf=\"\">人文艺术。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">有这方面的分析,但不全是。为什么呢,确实,马斯克自己也展示了几分钟的</span></font><font face=\"宋体\"><span leaf=\"\">AI片段,做得不算完善,但是已经达到了普通平替的水准了,随着未来技术越来越好,AI成片也会越来越成熟,甚至以假乱真。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">只不过,马斯克在批评电影的时候,更多表达的其实不是技术语言,比如说这个镜头不符合物理规律,这个历史背景计算错误,并没有,他讨论的一直是:<span textstyle=\"\">经典有没有被尊重?改编有没有边界?谁有资格重新解释传统?</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">换句话说,讨论的是同一个领域,诺兰是导演,马斯克是观众。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">其中的区别是,诺兰在电影里表达观点,马斯克在平台上争夺观点。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">前者在生产内容,后者更直接,在控制注意力。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">要知道,互联网时代就是注意力经济,注意力本身就是一种权力。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一个热搜,一半人在骂,可仔细一看</span></font><font face=\"宋体\"><span leaf=\"\">——骂的人压根没看过完整视频,就瞅了一眼标题,事情还没查清楚呢,态度已经站好队了。</span></font><font face=\"宋体\"><span leaf=\"\">谁先抢到</span></font><font face=\"宋体\"><span leaf=\"\">“说话的位置”,谁就赢了一半,跟东西本身好不好,关系没那么大了。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">诺兰,拍电影的,花了两三年、砸了两亿多美元,这个叫</span></font><font face=\"宋体\"><span leaf=\"\">创作的本事</span></font><font face=\"宋体\"><span leaf=\"\">。马斯克,科技新贵,手握</span></font><font face=\"宋体\"><span leaf=\"\">X平台,自己就是全球网红,说白了就是超级大喇叭,全世界几亿人都能刷到他说话,这个叫表达</span></font><font face=\"宋体\"><span leaf=\"\">的本事</span></font><font face=\"宋体\"><span leaf=\"\">。</span></font></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/b677142389cf4037854f10f0ff246870\" type=\"block\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">以前谁厉害不好说,但至少在制作领域,肯定是创作者占据绝对主导,影片好不好,得观众买账,专业影评人看了,慢慢讨论出个结果来。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">现在完全不是这样了,电影还没上映呢,马斯克帖子一发,全世界都加入讨论,这已经不是电影拍得怎么样,而是马斯克说了啥。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">于是,喇叭干掉了手艺。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">所以我一直强调,这不仅是科技与人文的交锋,更是谁掌握话语权的博弈。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">马斯克最大的影响力,不是他懂不懂电影,而是他拥有</span></font><font face=\"宋体\"><span leaf=\"\">X,他可以绕过传统媒体、影评体系,直接面对数亿用户,能让上亿人迅速参与到某个热点话题中。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/9a71c8275a18410fad6fb3d0cff2dae4\" type=\"block\"/></span><span leaf=\"\">再往下挖,这件事的背后逻辑就非常清楚了。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一场平静的电影讨论,可能没有多少人关注。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">但一场</span></font><font face=\"宋体\"><span leaf=\"\">“世界首富怒批顶级导演”的冲突,会瞬间制造流量,评论增加了,转发增加了,讨论增加了,平台活跃度增加了,这场讨论的最大受益者是马斯克和X平台,它天然奖励争议。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">分析这件事,一定要分析马斯克这个人。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">他是最典型的未来主义者,火星,</span></font><font face=\"宋体\"><span leaf=\"\">AI,脑机接口,自动驾驶,尤其是他的形象一直是:打破旧世界,创造<a href=\"https://laohu8.com/S/600628\">新世界</a>。但这一次,他却站到了传统主义的位置。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">这几年,出现了一个很有意思的变化。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">很多科技巨头开始进入文化领域。越来越多的时候,一个拥有千万粉丝的人,一条帖子,就可以改变公众讨论方向,这不是简单的专家输了、网红赢了,因为专业体系面对算法时代,也确实遇到了挑战。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">马斯克这么积极地下场开喷,图什么?他最擅长的是造车、星链、当全球首富,手握</span></font><font face=\"宋体\"><span leaf=\"\">X这个超级平台的,但是有一点他一定不行,因为他不是历史学家,更不会拍电影,也不靠这部电影赚钱,那为什么这么做?</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">因为马斯克是</span></span></font><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">X这个平台的老板。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">背后是平台,是流量,是话语权,是争议热度。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">这事儿吵得越凶,大家在他这个平台上刷得越勤、吵得越欢,平台就越活跃,平台越活跃,广告费、估值这些跟他自己的钱包直接挂钩的东西,就会噌噌往上涨。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">说白了,他根本就不是路见不平拔刀相助,或者代表民意去质疑诺兰,他只是在自己家的平台上,点了一把火,挂上了足够量的诱饵,然后期待着愿者上钩,等双方吵架带来了泼天的流量,至少</span></font><font face=\"宋体\"><span leaf=\"\">1000万人次参与了这件事的讨论,平台就成了最大的受益者。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一条互动</span></font><font face=\"宋体\"><span leaf=\"\">1000万人次的讨论,试问全球有哪个平台、哪个个人能达到如此高的流量?应该是极少的。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">再往下说一个更让人后背发凉的事儿:话语权开始转移。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">就拿电影来说,以前一个东西好不好,得专家说了算,为什么?文化权威加</span></font><font face=\"宋体\"><span leaf=\"\">专业背书,这就足够了。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">现在这一套流程、这一套逻辑被彻底推翻了,马斯克说,别跟我谈什么历史,别跟我谈什么电影制作,别跟我谈什么情怀,他只需要对着上亿粉丝喊一下,就会吸引全球目光去关注,还真有一大堆人跟着说对对对,马斯克说得对。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">那个出来说公道话的历史学家呢?没人跟他好好辩论,直接被骂了一顿了事。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">专家说了不算,网红说了才算。</span></font></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/54e7f572b5a041d1973a07706b00d640\" type=\"block\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/22cf55ad6b404f4ea449c4187d53fabb\" type=\"block\"/></span><span leaf=\"\">回看这件事,马斯克和诺兰所谓</span><span><font face=\"宋体\"><span leaf=\"\">“骂战”的背后,本质上根本就不是一场关于电影的争论,而是一场“科技与人文”的激烈交锋,更是一场到底“谁说了算”的<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>争论。</span></font></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">电影本身,反而成了这场吵架里最不重要的东西</span></font><font face=\"宋体\"><span leaf=\"\">——还没上映,看都没看,就已经给了判断。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">说到底,这个时代最值钱的东西,已经不是把事儿做好,而是谁先抢到能让所有人都听见的喇叭。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">但是我依然觉得,任何时代最有价值的,依然是</span></font><font face=\"宋体\"><span leaf=\"\">“把事儿做好”,老板好好带领公司发展,导演拍一部好电影,作家写一本好小说,公交车司机好好开车,而不是一味的站在旁边瞎指挥、大声指责,甚至帮倒忙。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">至少下一次开喷之前,先把</span></font><font face=\"宋体\"><span leaf=\"\">3个小时的《奥德赛》看完吧。</span></font></p><p arial=\"\" center=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><b arial=\"\" center=\"\" gb=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span><b arial=\"\" center=\"\" gb=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" blinkmacsystemfont=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span leaf=\"\"><span textstyle=\"\"> —— · END · —— </span></span></strong></b></span></b></p><p arial=\"\" center=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">N</span><span leaf=\"\">o.7024 原</span><span leaf=\"\">创</span><span leaf=\"\">首</span><span leaf=\"\">发</span><span leaf=\"\">文章</span><span leaf=\"\">|</span><span leaf=\"\">作</span><span leaf=\"\">者 </span><span leaf=\"\"><span textstyle=\"\">锂铍硼</span></span></span></strong></b></p><p arial=\"\" center=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><b arial=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span><span arial=\"\" background-color:=\"\" border-box=\"\" both=\"\" box-sizing:=\"\" break-word=\"\" caret-color:=\"\" clear:=\"\" color:=\"\" font-family:=\"\" font-size:=\"\" font-style:=\"\" font-variant-caps:=\"\" font-variant-ligatures:=\"\" font-weight:=\"\" gb=\"\" justify=\"\" leaf=\"\" letter-spacing:=\"\" line-height:=\"\" margin:=\"\" max-width:=\"\" min-height:=\"\" neue=\"\" none=\"\" normal=\"\" orphans:=\"\" outline:=\"\" overflow-wrap:=\"\" padding:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" text-align:=\"\" text-decoration:=\"\" text-indent:=\"\" text-transform:=\"\" ui=\"\" visibility:=\"\" visible=\"\" white-space:=\"\" widows:=\"\" word-spacing:=\"\" yahei=\"\">作者简介:12年地产研究者,政经笔杆子,城市街溜子,影视爱好者。</span></span></span></strong></b></span></strong></b></p><p arial=\"\" center=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">开白名单 duanyu_H|投稿 to</span><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">ugao99999</span></span></strong></b></span></strong></b></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/15a04c22154e4fa6bbc78dbdcd1472d3\" type=\"block\"/></p><p><span><img src=\"https://static.tigerbbs.com/26af42af89ca4d778eeef74a2589f408\" type=\"block\"/></span></p><p><b arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><b arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\"> 欢迎</span><b arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" both=\"\" break-word=\"\" caret-color:=\"\" center=\"\" color:=\"\" font-family:=\"\" gb=\"\" inherit=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" outline:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" transparent=\"\" ui=\"\" visible=\"\" yahei=\"\"><i arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><font face=\"等线\"><b arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><font arial=\"\" border-box=\"\" both=\"\" break-word=\"\" center=\"\" gb=\"\" neue=\"\" none=\"\" normal=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" both=\"\" break-word=\"\" caret-color:=\"\" center=\"\" color:=\"\" font-family:=\"\" gb=\"\" inherit=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" outline:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" transparent=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\">点</span><font face=\"三极素纤简体\"><span arial=\"\" border-box=\"\" both=\"\" break-word=\"\" caret-color:=\"\" center=\"\" color:=\"\" font-family:=\"\" gb=\"\" inherit=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" outline:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" transparent=\"\" ui=\"\" visible=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span leaf=\"\">看</span></strong><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span leaf=\"\">【</span></strong></span></strong></span></font></span></font><font arial=\"\" border-box=\"\" both=\"\" break-word=\"\" center=\"\" gb=\"\" neue=\"\" none=\"\" normal=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\">秦</span></font><font arial=\"\" border-box=\"\" both=\"\" break-word=\"\" center=\"\" face=\"宋体\" gb=\"\" neue=\"\" none=\"\" normal=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" both=\"\" break-word=\"\" caret-color:=\"\" center=\"\" color:=\"\" font-family:=\"\" gb=\"\" inherit=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" outline:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" transparent=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"三极素纤简体\"><span><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">朔</span></span></strong><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">朋</span></span></strong><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">友</span></span></strong></span></font><font face=\"三极素纤简体\"><span><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span leaf=\"\">圈</span></strong><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span leaf=\"\">】</span></strong></span></font></span></font></span></strong></b></font></i></span></b></span></strong></b></span></strong></b></span></strong></b></p></div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://mp.weixin.qq.com/s?__biz=MzA3ODI5NDg0Mw==&mid=2654258819&idx=2&sn=2467b32b1a276c2ef6f32275b21d06f1&chksm=856bfa47862e7a58672f0b41fa20c43ade32a34a74921e666d490d4a062caad612bb14e41df7&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2657152292","content_text":"马斯克和诺兰为什么吵起来了?起因是,诺兰拍了一部新片《奥德赛》,没想到选角出来后,马斯克坐不住了,连发好几条帖子开炮,话说得特别难听:找了个黑人演员演海伦,是“跪舔奥斯卡的评奖规则”,连“在荷马坟头撒尿”、骂人家是“蠕虫”都用上了。不过,最初诺兰没吭声,一个英国历史学家辩驳了几句,也被马斯克顺手骂了一顿。很多人的第一反应是,啊,两个完全不在一个频道的人,竟然隔空吵架。一个是拍出了《记忆碎片》《蝙蝠侠》三部曲、《盗梦空间》《奥本海默》等一系列优秀电影的全球知名导演,另一个是造火箭、造汽车、搞人工智能、全球首富、知名大V的科技新贵;一个在好莱坞扛摄像机,另一个在硅谷做算法,完全不搭边啊。表面看,这是科技圈和电影圈的一次意外碰撞。但我觉得,这不仅是科技与人文的交锋,更是未来谁掌握话语权的博弈。未来,谁有资格定义文化?是花费几年时间创作作品的人?还是掌握全球注意力入口的人?这才是马斯克和诺兰这场争论真正关注的地方。这场在线对喷有一点很尴尬,很多参战的人其实压根就没看过《奥德赛》!电影没上映之前,大家就已经吵完了,吵的不是电影,是热搜标题。一帧画面都没放出来,网上早已经吵翻天了,一半人说马斯克说得对,一半人站在诺兰的角度骂这就是找碴。尤其是咱们国内,实际上8月中旬才正式公映,不看就喷仿佛成了约定俗成。为了写稿,我把将近3个小时的电影完整看了一遍,有史诗感那味儿,就是有点拖沓了,看到马特达蒙总会下意识觉得伯恩又要行动了,看到海伦不是传统选角时,也是有点震惊的。支持诺兰的人认为:电影不是历史复印机,神话本身就是不断被重新解释的东西。反对诺兰的人认为:经典作品不能为了迎合时代而随意改变。说一个词,带节奏。我并不是指马斯克或者诺兰或者历史教授,而是上千万人的大争论在网络世界形成的“带节奏”,这无疑是一股极为庞大的流量。现在一部电影、一个明星、一家店,能不能做得好,好像跟本身的能力、口味、口碑,没有太大关系,反而跟“谁在带节奏”“谁带节奏更大”的关系越来越大。表面看没什么改变,真正改变的是流量逻辑,有个人手里握着喇叭,喇叭比手艺管用。在电影领域,有一个专业术语叫作:分发权大于创作权。早在3年前,几乎跟《奥德赛》一样,《埃及艳后》同样陷入争议。当时Netflix找英国混血黑人演员饰演埃及艳后克利奥帕特拉,预告片发布后就遭到大量抨击,埃及方面甚至有律师发起法律诉讼,希望借此在埃及全境封禁Netflix。回到马斯克和诺兰在线对战。很多人喜欢把这场冲突理解成:科技理性 vs. 人文艺术。有这方面的分析,但不全是。为什么呢,确实,马斯克自己也展示了几分钟的AI片段,做得不算完善,但是已经达到了普通平替的水准了,随着未来技术越来越好,AI成片也会越来越成熟,甚至以假乱真。只不过,马斯克在批评电影的时候,更多表达的其实不是技术语言,比如说这个镜头不符合物理规律,这个历史背景计算错误,并没有,他讨论的一直是:经典有没有被尊重?改编有没有边界?谁有资格重新解释传统?换句话说,讨论的是同一个领域,诺兰是导演,马斯克是观众。其中的区别是,诺兰在电影里表达观点,马斯克在平台上争夺观点。前者在生产内容,后者更直接,在控制注意力。要知道,互联网时代就是注意力经济,注意力本身就是一种权力。一个热搜,一半人在骂,可仔细一看——骂的人压根没看过完整视频,就瞅了一眼标题,事情还没查清楚呢,态度已经站好队了。谁先抢到“说话的位置”,谁就赢了一半,跟东西本身好不好,关系没那么大了。诺兰,拍电影的,花了两三年、砸了两亿多美元,这个叫创作的本事。马斯克,科技新贵,手握X平台,自己就是全球网红,说白了就是超级大喇叭,全世界几亿人都能刷到他说话,这个叫表达的本事。以前谁厉害不好说,但至少在制作领域,肯定是创作者占据绝对主导,影片好不好,得观众买账,专业影评人看了,慢慢讨论出个结果来。现在完全不是这样了,电影还没上映呢,马斯克帖子一发,全世界都加入讨论,这已经不是电影拍得怎么样,而是马斯克说了啥。于是,喇叭干掉了手艺。所以我一直强调,这不仅是科技与人文的交锋,更是谁掌握话语权的博弈。马斯克最大的影响力,不是他懂不懂电影,而是他拥有X,他可以绕过传统媒体、影评体系,直接面对数亿用户,能让上亿人迅速参与到某个热点话题中。再往下挖,这件事的背后逻辑就非常清楚了。一场平静的电影讨论,可能没有多少人关注。但一场“世界首富怒批顶级导演”的冲突,会瞬间制造流量,评论增加了,转发增加了,讨论增加了,平台活跃度增加了,这场讨论的最大受益者是马斯克和X平台,它天然奖励争议。分析这件事,一定要分析马斯克这个人。他是最典型的未来主义者,火星,AI,脑机接口,自动驾驶,尤其是他的形象一直是:打破旧世界,创造新世界。但这一次,他却站到了传统主义的位置。这几年,出现了一个很有意思的变化。很多科技巨头开始进入文化领域。越来越多的时候,一个拥有千万粉丝的人,一条帖子,就可以改变公众讨论方向,这不是简单的专家输了、网红赢了,因为专业体系面对算法时代,也确实遇到了挑战。马斯克这么积极地下场开喷,图什么?他最擅长的是造车、星链、当全球首富,手握X这个超级平台的,但是有一点他一定不行,因为他不是历史学家,更不会拍电影,也不靠这部电影赚钱,那为什么这么做?因为马斯克是X这个平台的老板。背后是平台,是流量,是话语权,是争议热度。这事儿吵得越凶,大家在他这个平台上刷得越勤、吵得越欢,平台就越活跃,平台越活跃,广告费、估值这些跟他自己的钱包直接挂钩的东西,就会噌噌往上涨。说白了,他根本就不是路见不平拔刀相助,或者代表民意去质疑诺兰,他只是在自己家的平台上,点了一把火,挂上了足够量的诱饵,然后期待着愿者上钩,等双方吵架带来了泼天的流量,至少1000万人次参与了这件事的讨论,平台就成了最大的受益者。一条互动1000万人次的讨论,试问全球有哪个平台、哪个个人能达到如此高的流量?应该是极少的。再往下说一个更让人后背发凉的事儿:话语权开始转移。就拿电影来说,以前一个东西好不好,得专家说了算,为什么?文化权威加专业背书,这就足够了。现在这一套流程、这一套逻辑被彻底推翻了,马斯克说,别跟我谈什么历史,别跟我谈什么电影制作,别跟我谈什么情怀,他只需要对着上亿粉丝喊一下,就会吸引全球目光去关注,还真有一大堆人跟着说对对对,马斯克说得对。那个出来说公道话的历史学家呢?没人跟他好好辩论,直接被骂了一顿了事。专家说了不算,网红说了才算。回看这件事,马斯克和诺兰所谓“骂战”的背后,本质上根本就不是一场关于电影的争论,而是一场“科技与人文”的激烈交锋,更是一场到底“谁说了算”的全民争论。电影本身,反而成了这场吵架里最不重要的东西——还没上映,看都没看,就已经给了判断。说到底,这个时代最值钱的东西,已经不是把事儿做好,而是谁先抢到能让所有人都听见的喇叭。但是我依然觉得,任何时代最有价值的,依然是“把事儿做好”,老板好好带领公司发展,导演拍一部好电影,作家写一本好小说,公交车司机好好开车,而不是一味的站在旁边瞎指挥、大声指责,甚至帮倒忙。至少下一次开喷之前,先把3个小时的《奥德赛》看完吧。 —— · END · —— No.7024 原创首发文章|作者 锂铍硼作者简介:12年地产研究者,政经笔杆子,城市街溜子,影视爱好者。开白名单 duanyu_H|投稿 tougao99999 欢迎点看【秦朔朋友圈】","news_type":1,"symbols_score_info":{"FDRV":0.6,"LIT":0.6,"TSLY":0.6,"TSYY":0.6,"TLA":0.6,"07766":0.6,"TEST":0.6,"TSLG":0.6,"TSLR":0.6,"TESL":0.6,"TSLS":0.6,"TSLL":0.6,"09366":0.6,"SMOG":0.6,"TSL":0.6,"07366":0.6,"CRSH":0.6,"IDRV":0.6,"TSLQ":0.6,"09766":0.6,"TSLI":0.6,"TSLA":1.85,"TSLW":0.6,"TSLZ":0.6,"WATS":0.6,"TSII":0.6,"TSLT":0.6,"TSLP":0.6,"X":1.82,"WANT":0.6,"TSLO":0.6,"TSDD":0.6}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574506137207384,"gmtCreate":1781274164633,"gmtModify":1781274310240,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a>盯着快1个小时了,到底几点才能开始买卖?","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a>盯着快1个小时了,到底几点才能开始买卖?","text":"$SpaceX(SPCX)$ 盯着快1个小时了,到底几点才能开始买卖?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574506137207384","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568889291408568,"gmtCreate":1779893270917,"gmtModify":1779894060100,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":"拿捏🤏特朗普政府,马斯克牛逼!!!","listText":"拿捏🤏特朗普政府,马斯克牛逼!!!","text":"拿捏🤏特朗普政府,马斯克牛逼!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568889291408568","repostId":"2638154002","repostType":2,"repost":{"id":"2638154002","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1779827195,"share":"https://www.laohunote.com/m/news/2638154002?lang=zh_CN&edition=full","pubTime":"2026-05-27 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":{"TSLS":"1倍做空TSLA ETF-Direxion","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","TSLT":"2倍做多TSLA ETF-T-Rex","BK4588":"碎股","BK4550":"红杉资本持仓","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","TSLW":"TSLA周配息ETF-Roundhill","LU2063271972.USD":"富兰克林创新领域基金","LU0823411888.USD":"法巴消费创新基金 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ETF-GraniteShares","SG9999015978.USD":"利安颠覆性创新基金A"},"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":{"TLA":0.6,"TEST":0.6,"TESL":0.6,"DXYZ":1.71,"09766":0.6,"TSLA":1.75,"TSLT":0.6,"07766":0.6,"TSLZ":0.6,"09366":0.6,"TSDD":0.6,"TSLO":0.6,"TSLS":0.6,"CRSH":0.6,"TSLR":0.6,"TSYY":0.6,"TSLP":0.6,"TSLG":0.6,"TSLL":0.6,"TSLI":0.6,"TSL":0.6,"07366":0.6,"UFO":0.6,"TSLQ":0.6,"TSII":0.6,"TSLW":0.6,"TSLY":0.6}},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551238873560728,"gmtCreate":1775601663175,"gmtModify":1775613130909,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":"伟大的马斯克,牛逼!","listText":"伟大的马斯克,牛逼!","text":"伟大的马斯克,牛逼!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551238873560728","repostId":"2625554049","repostType":2,"repost":{"id":"2625554049","kind":"news","pubTimestamp":1775568131,"share":"https://www.laohunote.com/m/news/2625554049?lang=zh_CN&edition=full","pubTime":"2026-04-07 21:22","market":"sh","language":"zh","title":"从“马斯克信仰”到商业航天狂欢! SpaceX超级IPO引爆太空股投资狂潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2625554049","media":"智通财经","summary":"“马斯克信仰”把SpaceX估值抬至天际美国银行汇编的一篮子美国太空股票——这些公司是太空竞赛中的关键参与者和潜在受益者——今年已大幅上涨23%,相比之下,标普500指数下跌3.4%,纳斯达克100指数下跌4.2%。据知情人士透露,SpaceX的上市最早可能于6月进行,此前该公司已秘密提交IPO申请,并将目标估值提高到2万亿美元以上。SpaceX计划发射惊人的100万颗卫星,这些卫星将充当分布式太空级别云计算超级服务器系统。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>掌舵者兼全球首富埃隆·马斯克旗下的全球太空探索领军者SpaceX即将上市,引发全球资金涌向那些经营规模相比于SpaceX而言较小的那些与广义上商业<a href=\"https://laohu8.com/S/000901\">航天</a>领域密切相关联的最前沿太空探索企业,<strong>全球股票市场投资者们急于寻找能够搭上这家可能成为股票史上最大规模IPO上市交易的“顺风车”的方式。</strong></p><p>根据机构汇编的一项统计数据,市值约4.15亿美元的<a href=\"https://laohu8.com/S/UFO\">Procure Space ETF</a>(美股市场ETF代码:UFO)在今年第一季度吸引了近1.75亿美元资金流入,创下其自2019年成立以来的最大规模资金流入纪录。<strong>随着投资者们寻找切入SpaceX——这家从事太空探索、卫星通信和前沿人工智能技术科技巨头且已成为近年来最受期待的首次公开募股公司的投资途径,这股创纪录资金流涌入随之而来。</strong></p><p>“围绕着有可能参与一家万亿美元级IPO的那种特殊亢奋情绪,确实正在产生一系列影响。”来自Osaic Holdings的首席市场策略师Philip Blancato表示。Osaic Holdings是该ETF的第15大机构类型ETF持有者。他还表示,他所在的投资顾问公司正看到投资者们对于获得SpaceX投资与长期配置敞口的无比强劲需求。</p><p><img src=\"https://img.zhitongcaijing.com/image/20260407/1775568192706664.png\" title=\"1775568192706664.png\"/></p><p>如上图所示,Procure Space ETF季度资金流入飙升至创纪录高位附近。</p><p>Blancato表示,即便是在五年前,投资这家UFO ETF在他看来也会是一个“彻底疯狂”的想法。不过,他补充称,随着全球政府刺激举措预计将推动商业<a href=\"https://laohu8.com/S/00031\">航天</a>领域加速发展,这种情况已经发生了显著变化。</p><p><strong>“马斯克信仰”把SpaceX估值抬至天际</strong></p><p>美国银行汇编的一篮子美国太空股票——这些公司是太空竞赛中的关键参与者和潜在受益者——今年已大幅上涨23%,相比之下,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数下跌3.4%,纳斯达克100指数下跌4.2%。</p><p><img src=\"https://img.zhitongcaijing.com/image/20260407/1775568207839037.png\" title=\"1775568207839037.png\"/></p><p>如上图所示,年初至今,一篮子的太空股衡量指数大幅跑赢标普与纳指。</p><p>在美国银行这篮子股票中,<strong>涨幅百分比最大的是太空探索企业<a href=\"https://laohu8.com/S/SATL\">Satellogic</a> Inc.。这家公司利用卫星绘制地球地图,获得了史蒂文·姆努钦旗下Liberty Strategic Capital以及Cantor Fitzgerald LP的资金支持——后者是由美国商务部长霍华德·卢特尼克的子女掌管的美国投资银行。该股今年已大幅飙升近280%</strong>。其他大涨个股还包括卫星通信公司Iridium Communications Inc.以及Planet Labs PBC。</p><p>据知情人士透露,SpaceX的上市最早可能于6月进行,此前该公司已秘密提交IPO申请,并将目标估值提高到2万亿美元以上。</p><p>投资埃隆·马斯克所创立的科技公司——无论是特斯拉、SpaceX还是已经与SpaceX合并的xAI,与其说是押注财务基本面表现跑赢市场,不如说是在为他本人对未来的增长愿景投下信任票。<strong>当前最典型的“马斯克信仰”案例正是SpaceX,投资者们通过特斯拉以及<a href=\"https://laohu8.com/S/DXYZ\">Destiny</a> Tech 100ETF蜂拥布局与SpaceX相关联的资产,并不只是今天的卫星宽带<a href=\"https://laohu8.com/S/00776\">帝国</a>与火箭发射业务,而是在为“100万颗卫星、超大规模太空云服务器、太阳能驱动的太空轨道AI算力体系、甚至月球卫星工厂”,乃至卡尔达舍夫II型文明这样的远期蓝图支付高额溢价。</strong></p><p>随着全球AI数据中心的最大瓶颈正在从“AI芯片”转向“电力系统与部署”,SpaceX叙事系统里“把数据中心送上太空轨道、用太阳能供电”的构想,<strong>正在进入工程化试错期,资本市场迫切需要规模更大、更稳定的资本池与更统一的组织边界。在马斯克的AI算力基础设施规划中,随着人工智能热潮开始受到越来越大规模的基础设施和能源供应的瓶颈,人工智能的下一次重大飞跃可能不会发生在陆地上,而是在太空上。</strong></p><p>SpaceX计划发射惊人的100万颗卫星,这些卫星将充当分布式太空级别云计算超级服务器系统。这些位于太空的轨道数据中心据称将利用太阳能来处理天量级别的人工智能工作负载。<strong>马斯克认为,为了实现这一目标,未来迫切需要在月球上建一座超级卫星工厂,在月球实现月球电磁弹射AI超级卫星。毫无疑问,他的这些类似好莱坞科幻大片的天马行空般愿景将需要大量现金——而潜在的SpaceX首次公开募股(IPO)正是庞大资金来源所在。</strong></p><p>SpaceX考虑在6月(马斯克生日附近)上市,融资额可能高达500亿美元,或成为史上规模最大的IPO。预计估值最高有望达到惊人的2万亿美元,超过特斯拉当前的约1.3万亿美元。而特斯拉、SpaceX以及xAI“三合一”铸就“马斯克超级商业帝国”,可能是马斯克创立的这三家公司的最终宿命。</p><p>随着马斯克近期频繁释放出关于太空AI数据中心、大规模储能、人工智能、完全自动驾驶(FSD)、Robotaxi以及革新式的“擎天柱”(Optimus)人形机器人方面的积极进展,<strong>这位世界首富似乎在把“商业航天系统+星链卫星通信+太空AI算力系统/AI大模型+能源/储能+电动汽车+自动驾驶+机器人制造”串成一条可融资、可讲清楚的“超级垂直一体化资产链”,以便在资本市场与产业端同时放大杠杆。能把“AI、通信、航天、能源、机器人”这些全球最热门投资主题或者叙事统一成一个“全栈超级前沿科技基础设施平台”,对超大规模的SpaceX IPO定价、拔高特斯拉估值、前中期IPO路演、投资者结构无疑都有重大帮助</strong>。</p><p><strong>太空竞赛2.0时代到来!</strong></p><p>“每年发射1百万吨级的卫星,每颗卫星配备100千瓦的功率,即可每年新增100吉瓦的人工智能计算能力,且无需任何运营或维护成本,并通过高带宽激光器连接到星链<a href=\"https://laohu8.com/S/STZ\">星座</a>。<strong>更进一步,可以在月球上建造卫星工厂,并使用质量驱动器(电磁轨道炮)将人工智能卫星加速到月球逃逸速度,而无需火箭。这将使人工智能计算能力达到每年超过100太瓦,并推动人类向卡尔达舍夫II型文明(Kardashev II civilization)迈出重要一步。”马斯克近期在X上的一份帖子中向粉丝们回应道。</strong></p><p>此次上市正值全球股票市场对太空探索的热情猛烈升温之际。搭载4名宇航员的NASA“阿尔忒弥斯II”飞船进行了50多年来首次飞向月球的个人航行轨迹。截至当地时间周一,他们在太空中飞行的距离超过了历史上任何宇航员。</p><p><strong>与此同时,美国和中国政府都在投入数十亿美元级别的天量资金,试图将人类重新送上月球并且竭尽全力支持所有规模的商业航天类科技企业积极探索太空,从而推动整个商业航天领域的投资规模大幅升温。</strong></p><p>美国云计算与电商领军者<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>公司最近获得美国联邦通信委员会批准,可在其计划中的卫星星座基础上再增加约4500颗卫星——使总数增至仅仅略低于8000颗。目前已发射约200颗卫星,整个卫星群预计将在2029年前全部投入卫星网络运营服务。与此同时,中国也在打造自己的两个超大规模低地球轨道网络:一个用于政府和安全用途,另一个面向国际市场客户,计划中的卫星总数则达到数万颗。</p><p>尽管SpaceX上市时将在卫星通信与潜在的太空AI数据中心领域形成一种实质性的垄断,但其资金雄厚的对手拥有侵蚀马斯克护城河的能力与资源。比如中国的商业航天计划得到多个国家关联实体支持,这应会增强其成功概率。就亚马逊而言,其用户终端的设计以低生产成本为导向,如果它把这些节省下来的成本转嫁给消费者们,从而以更低价格挑战Starlink,它就可能获得市场立足点。</p><p>“<strong>我们眼下确实正在经历一场真正的全球太空竞赛2.0时代,争夺的是谁将率先开始在月球上建立永久的太空基础设施体系。</strong>”管理UFO ETF的ProcureAM首席执行官Andrew Chanin表示。通过查理·埃尔根旗下卫星和互联网服务提供商EchoStar Corp.,该基金已经对SpaceX拥有一定规模配置敞口,后者持有这家马斯克旗下太空探索企业的一小部分股份。</p><p>Chanin表示,尽管太空旅游——包括亚马逊公司创始人杰夫·贝索斯旗下Blue Origin以及理查德·布兰森创立的Virgin Galactic Holdings Inc.所做出的高调尝试在几年前曾吸引了一些投资者的浓厚兴趣,但市场对于太空企业的关注点已经转向卫星通信,以及太空级别的超大规模AI数据中心和月球基础设施等新兴领域。</p><p><strong>此外,这个行业还与另一个近年来稳步成为投资者宠儿的板块存在重大重叠——国防军工领域。</strong></p><p><strong>“你现在打造的已不再是枪炮和炸弹,”Blancato表示。“你打造的是一整套基于卫星的太空基础设施和高端无人机,这与我们过去所做的非常不同。”</strong></p><p>NASA“阿尔忒弥斯II”登月任务的主要承包商包括波音公司、洛克希德·马丁公司、诺斯罗普·格鲁曼公司以及<a href=\"https://laohu8.com/S/LHX\">L3Harris Technologies Inc</a>.——它们同时也是美国军方的最主要国防军工系统承包商。</p><p>不过,市场观察人士们普遍指出,SpaceX即将登陆公开市场,以及马斯克的个人明星效应,才是推动投资者对该板块兴趣激增的最核心驱动因素。</p><p>“全球最有钱的这位富豪正在积极投资太空探索领域这一重大事实,正赋予全球商业航天行业数十年来未曾拥有过的史无前例关注度。”Miller Tabak + Co.首席市场策略师Matt Maley表示。</p><p>毋庸置疑的是,<strong>马斯克信仰能制造极强的估值扩张与筹资能力,但股价能否走成长期超级牛市,最终仍取决于愿景能否不断转化为新的可验证里程碑。</strong>SpaceX当前面临的“投资者忠诚与耐久性测试”就很典型:亚马逊Kuiper以及亚马逊正就收购卫星通信运营巨头<a href=\"https://laohu8.com/S/GSAT\">全球星</a>(GSAT.US)展开谈判、中国低轨卫星网络、欧洲主权替代方案都在侵蚀Starlink的准垄断地位;根据初步的估值测算,若Starlink对应约7000亿美元估值,<strong>则到2030年可能需要实现约390亿美元EBITDA才能较充分支撑这一估值,明显高于一些乐观预测。也就是说,信仰可以先把估值送上天,但业绩和竞争会决定它能不能持续留在天上</strong>。</p></body></html>","source":"stock_zhitongcaijing","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>从“马斯克信仰”到商业航天狂欢! SpaceX超级IPO引爆太空股投资狂潮</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; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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从“马斯克信仰”到商业航天狂欢! SpaceX超级IPO引爆太空股投资狂潮\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-07 21:22 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1425599.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,特斯拉掌舵者兼全球首富埃隆·马斯克旗下的全球太空探索领军者SpaceX即将上市,引发全球资金涌向那些经营规模相比于SpaceX而言较小的那些与广义上商业航天领域密切相关联的最前沿太空探索企业,全球股票市场投资者们急于寻找能够搭上这家可能成为股票史上最大规模IPO上市交易的“顺风车”的方式。根据机构汇编的一项统计数据,市值约4.15亿美元的Procure Space ETF(美股...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1425599.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1425599.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2625554049","content_text":"智通财经APP获悉,特斯拉掌舵者兼全球首富埃隆·马斯克旗下的全球太空探索领军者SpaceX即将上市,引发全球资金涌向那些经营规模相比于SpaceX而言较小的那些与广义上商业航天领域密切相关联的最前沿太空探索企业,全球股票市场投资者们急于寻找能够搭上这家可能成为股票史上最大规模IPO上市交易的“顺风车”的方式。根据机构汇编的一项统计数据,市值约4.15亿美元的Procure Space ETF(美股市场ETF代码:UFO)在今年第一季度吸引了近1.75亿美元资金流入,创下其自2019年成立以来的最大规模资金流入纪录。随着投资者们寻找切入SpaceX——这家从事太空探索、卫星通信和前沿人工智能技术科技巨头且已成为近年来最受期待的首次公开募股公司的投资途径,这股创纪录资金流涌入随之而来。“围绕着有可能参与一家万亿美元级IPO的那种特殊亢奋情绪,确实正在产生一系列影响。”来自Osaic Holdings的首席市场策略师Philip Blancato表示。Osaic Holdings是该ETF的第15大机构类型ETF持有者。他还表示,他所在的投资顾问公司正看到投资者们对于获得SpaceX投资与长期配置敞口的无比强劲需求。如上图所示,Procure Space ETF季度资金流入飙升至创纪录高位附近。Blancato表示,即便是在五年前,投资这家UFO ETF在他看来也会是一个“彻底疯狂”的想法。不过,他补充称,随着全球政府刺激举措预计将推动商业航天领域加速发展,这种情况已经发生了显著变化。“马斯克信仰”把SpaceX估值抬至天际美国银行汇编的一篮子美国太空股票——这些公司是太空竞赛中的关键参与者和潜在受益者——今年已大幅上涨23%,相比之下,标普500指数下跌3.4%,纳斯达克100指数下跌4.2%。如上图所示,年初至今,一篮子的太空股衡量指数大幅跑赢标普与纳指。在美国银行这篮子股票中,涨幅百分比最大的是太空探索企业Satellogic Inc.。这家公司利用卫星绘制地球地图,获得了史蒂文·姆努钦旗下Liberty Strategic Capital以及Cantor Fitzgerald LP的资金支持——后者是由美国商务部长霍华德·卢特尼克的子女掌管的美国投资银行。该股今年已大幅飙升近280%。其他大涨个股还包括卫星通信公司Iridium Communications Inc.以及Planet Labs PBC。据知情人士透露,SpaceX的上市最早可能于6月进行,此前该公司已秘密提交IPO申请,并将目标估值提高到2万亿美元以上。投资埃隆·马斯克所创立的科技公司——无论是特斯拉、SpaceX还是已经与SpaceX合并的xAI,与其说是押注财务基本面表现跑赢市场,不如说是在为他本人对未来的增长愿景投下信任票。当前最典型的“马斯克信仰”案例正是SpaceX,投资者们通过特斯拉以及Destiny Tech 100ETF蜂拥布局与SpaceX相关联的资产,并不只是今天的卫星宽带帝国与火箭发射业务,而是在为“100万颗卫星、超大规模太空云服务器、太阳能驱动的太空轨道AI算力体系、甚至月球卫星工厂”,乃至卡尔达舍夫II型文明这样的远期蓝图支付高额溢价。随着全球AI数据中心的最大瓶颈正在从“AI芯片”转向“电力系统与部署”,SpaceX叙事系统里“把数据中心送上太空轨道、用太阳能供电”的构想,正在进入工程化试错期,资本市场迫切需要规模更大、更稳定的资本池与更统一的组织边界。在马斯克的AI算力基础设施规划中,随着人工智能热潮开始受到越来越大规模的基础设施和能源供应的瓶颈,人工智能的下一次重大飞跃可能不会发生在陆地上,而是在太空上。SpaceX计划发射惊人的100万颗卫星,这些卫星将充当分布式太空级别云计算超级服务器系统。这些位于太空的轨道数据中心据称将利用太阳能来处理天量级别的人工智能工作负载。马斯克认为,为了实现这一目标,未来迫切需要在月球上建一座超级卫星工厂,在月球实现月球电磁弹射AI超级卫星。毫无疑问,他的这些类似好莱坞科幻大片的天马行空般愿景将需要大量现金——而潜在的SpaceX首次公开募股(IPO)正是庞大资金来源所在。SpaceX考虑在6月(马斯克生日附近)上市,融资额可能高达500亿美元,或成为史上规模最大的IPO。预计估值最高有望达到惊人的2万亿美元,超过特斯拉当前的约1.3万亿美元。而特斯拉、SpaceX以及xAI“三合一”铸就“马斯克超级商业帝国”,可能是马斯克创立的这三家公司的最终宿命。随着马斯克近期频繁释放出关于太空AI数据中心、大规模储能、人工智能、完全自动驾驶(FSD)、Robotaxi以及革新式的“擎天柱”(Optimus)人形机器人方面的积极进展,这位世界首富似乎在把“商业航天系统+星链卫星通信+太空AI算力系统/AI大模型+能源/储能+电动汽车+自动驾驶+机器人制造”串成一条可融资、可讲清楚的“超级垂直一体化资产链”,以便在资本市场与产业端同时放大杠杆。能把“AI、通信、航天、能源、机器人”这些全球最热门投资主题或者叙事统一成一个“全栈超级前沿科技基础设施平台”,对超大规模的SpaceX IPO定价、拔高特斯拉估值、前中期IPO路演、投资者结构无疑都有重大帮助。太空竞赛2.0时代到来!“每年发射1百万吨级的卫星,每颗卫星配备100千瓦的功率,即可每年新增100吉瓦的人工智能计算能力,且无需任何运营或维护成本,并通过高带宽激光器连接到星链星座。更进一步,可以在月球上建造卫星工厂,并使用质量驱动器(电磁轨道炮)将人工智能卫星加速到月球逃逸速度,而无需火箭。这将使人工智能计算能力达到每年超过100太瓦,并推动人类向卡尔达舍夫II型文明(Kardashev II civilization)迈出重要一步。”马斯克近期在X上的一份帖子中向粉丝们回应道。此次上市正值全球股票市场对太空探索的热情猛烈升温之际。搭载4名宇航员的NASA“阿尔忒弥斯II”飞船进行了50多年来首次飞向月球的个人航行轨迹。截至当地时间周一,他们在太空中飞行的距离超过了历史上任何宇航员。与此同时,美国和中国政府都在投入数十亿美元级别的天量资金,试图将人类重新送上月球并且竭尽全力支持所有规模的商业航天类科技企业积极探索太空,从而推动整个商业航天领域的投资规模大幅升温。美国云计算与电商领军者亚马逊公司最近获得美国联邦通信委员会批准,可在其计划中的卫星星座基础上再增加约4500颗卫星——使总数增至仅仅略低于8000颗。目前已发射约200颗卫星,整个卫星群预计将在2029年前全部投入卫星网络运营服务。与此同时,中国也在打造自己的两个超大规模低地球轨道网络:一个用于政府和安全用途,另一个面向国际市场客户,计划中的卫星总数则达到数万颗。尽管SpaceX上市时将在卫星通信与潜在的太空AI数据中心领域形成一种实质性的垄断,但其资金雄厚的对手拥有侵蚀马斯克护城河的能力与资源。比如中国的商业航天计划得到多个国家关联实体支持,这应会增强其成功概率。就亚马逊而言,其用户终端的设计以低生产成本为导向,如果它把这些节省下来的成本转嫁给消费者们,从而以更低价格挑战Starlink,它就可能获得市场立足点。“我们眼下确实正在经历一场真正的全球太空竞赛2.0时代,争夺的是谁将率先开始在月球上建立永久的太空基础设施体系。”管理UFO ETF的ProcureAM首席执行官Andrew Chanin表示。通过查理·埃尔根旗下卫星和互联网服务提供商EchoStar Corp.,该基金已经对SpaceX拥有一定规模配置敞口,后者持有这家马斯克旗下太空探索企业的一小部分股份。Chanin表示,尽管太空旅游——包括亚马逊公司创始人杰夫·贝索斯旗下Blue Origin以及理查德·布兰森创立的Virgin Galactic Holdings Inc.所做出的高调尝试在几年前曾吸引了一些投资者的浓厚兴趣,但市场对于太空企业的关注点已经转向卫星通信,以及太空级别的超大规模AI数据中心和月球基础设施等新兴领域。此外,这个行业还与另一个近年来稳步成为投资者宠儿的板块存在重大重叠——国防军工领域。“你现在打造的已不再是枪炮和炸弹,”Blancato表示。“你打造的是一整套基于卫星的太空基础设施和高端无人机,这与我们过去所做的非常不同。”NASA“阿尔忒弥斯II”登月任务的主要承包商包括波音公司、洛克希德·马丁公司、诺斯罗普·格鲁曼公司以及L3Harris Technologies Inc.——它们同时也是美国军方的最主要国防军工系统承包商。不过,市场观察人士们普遍指出,SpaceX即将登陆公开市场,以及马斯克的个人明星效应,才是推动投资者对该板块兴趣激增的最核心驱动因素。“全球最有钱的这位富豪正在积极投资太空探索领域这一重大事实,正赋予全球商业航天行业数十年来未曾拥有过的史无前例关注度。”Miller Tabak + Co.首席市场策略师Matt Maley表示。毋庸置疑的是,马斯克信仰能制造极强的估值扩张与筹资能力,但股价能否走成长期超级牛市,最终仍取决于愿景能否不断转化为新的可验证里程碑。SpaceX当前面临的“投资者忠诚与耐久性测试”就很典型:亚马逊Kuiper以及亚马逊正就收购卫星通信运营巨头全球星(GSAT.US)展开谈判、中国低轨卫星网络、欧洲主权替代方案都在侵蚀Starlink的准垄断地位;根据初步的估值测算,若Starlink对应约7000亿美元估值,则到2030年可能需要实现约390亿美元EBITDA才能较充分支撑这一估值,明显高于一些乐观预测。也就是说,信仰可以先把估值送上天,但业绩和竞争会决定它能不能持续留在天上。","news_type":1,"symbols_score_info":{"TSLP":0.6,"TSL":0.6,"TSLL":0.6,"DXYZ":1.85,"TSLQ":0.6,"TSLO":0.6,"UFO":1.91,"CRSH":0.6,"TSLS":0.6,"TSLT":0.6,"TSYY":0.6,"TSLR":0.6,"TSLI":0.6,"TESL":0.6,"07766":0.6,"TSLW":0.6,"TSLA":1.87,"TLA":0.6,"TSLG":0.6,"TSII":0.6,"TEST":0.6,"TSDD":0.6,"TSLY":0.6,"TSLZ":0.6}},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263702167290008,"gmtCreate":1705416184076,"gmtModify":1705465591680,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>坚定看好特斯拉,逢低买入。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>坚定看好特斯拉,逢低买入。","text":"$特斯拉(TSLA)$ 坚定看好特斯拉,逢低买入。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/263702167290008","isVote":1,"tweetType":1,"viewCount":2992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201453227687960,"gmtCreate":1690209669081,"gmtModify":1690211380037,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":"对印度政府的诚信存在质疑,毕竟已有很多外资企业在印度折戈,甚至被印度政府用各种借口近乎杀鸡取卵。担忧马斯克步入后尘,希望马斯克不要和印度政府合作!","listText":"对印度政府的诚信存在质疑,毕竟已有很多外资企业在印度折戈,甚至被印度政府用各种借口近乎杀鸡取卵。担忧马斯克步入后尘,希望马斯克不要和印度政府合作!","text":"对印度政府的诚信存在质疑,毕竟已有很多外资企业在印度折戈,甚至被印度政府用各种借口近乎杀鸡取卵。担忧马斯克步入后尘,希望马斯克不要和印度政府合作!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/201453227687960","repostId":"2353638913","repostType":2,"repost":{"id":"2353638913","kind":"news","pubTimestamp":1690207992,"share":"https://www.laohunote.com/m/news/2353638913?lang=zh_CN&edition=full","pubTime":"2023-07-24 22:13","market":"us","language":"zh","title":"特斯拉代表将赴印度谈判,讨论在印建厂2.4万美元新车计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2353638913","media":"新浪科技","summary":"北京时间7月24日晚间消息,据报道,两位知情人士今日称,$特斯拉 $的代表将于本月晚些时候会见印度商务部长,讨论建造汽车工厂事宜,以生产一款全新的价值2.4万美元的电动汽车。本月早些时候,又有报道称特斯拉准备在印度建造一家工厂,以生产2.4万美元的电动汽车。特斯拉觊觎印度市场已久。而这次会谈将是特斯拉和印度政府自6月份以来进行的最高级别的讨论。","content":"<html><head></head><body><p>北京时间7月24日晚间消息,据报道,两位知情人士今日称,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的代表将于本月晚些时候会见印度商务部长,讨论建造汽车工厂事宜,以生产一款全新的价值2.4万美元的电动汽车。</p><p>这两位知情人士称,特斯拉已表示有兴趣在印度建立一家汽车工厂,生产低成本电动汽车。该车型既在印度市场销售,也将出口到其他国家。本月晚些时候,特斯拉的代表将在新德里会见印度政府官员,包括商务部长Piyush Goyal,讨论建立电动汽车供应链和工厂土地分配等问题。</p><p>今年5月就有消息称,特斯拉已提议在印度建立一家汽车制造工厂,所生产汽车既在印度本土销售,也面向国际市场出口。本月早些时候,又有报道称特斯拉准备在印度建造一家工厂,以生产2.4万美元的电动汽车。</p><p>特斯拉觊觎印度市场已久。早在2021年2月,特斯拉就在印度注册了一家公司,向进军印度市场迈出了一步。据当时预计,特斯拉最快可能在2021年进入印度市场。但由于特斯拉与印度政府关于税收优惠的谈判迟迟未果,特斯拉进军进度市场的计划一直拖延至今。</p><p>而这次会谈将是特斯拉和印度政府自6月份以来进行的最高级别的讨论。上个月,特斯拉CEO埃隆·马斯克会见了印度总理莫迪,并表示计划在印度进行重大投资。</p><p>如果消息属实,2.4万美元的电动汽车将比特斯拉目前售价最低的Model 3车型便宜25%。当前,Model 3的售价略高于32200美元。</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>特斯拉代表将赴印度谈判,讨论在印建厂2.4万美元新车计划</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; 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class=\"title\">\n特斯拉代表将赴印度谈判,讨论在印建厂2.4万美元新车计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-24 22:13 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2023-07-24/doc-imzcvexm8639491.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间7月24日晚间消息,据报道,两位知情人士今日称,特斯拉的代表将于本月晚些时候会见印度商务部长,讨论建造汽车工厂事宜,以生产一款全新的价值2.4万美元的电动汽车。这两位知情人士称,特斯拉已表示有兴趣在印度建立一家汽车工厂,生产低成本电动汽车。该车型既在印度市场销售,也将出口到其他国家。本月晚些时候,特斯拉的代表将在新德里会见印度政府官员,包括商务部长Piyush Goyal,讨论建立电动汽车...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-07-24/doc-imzcvexm8639491.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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2063271972.USD":"富兰克林创新领域基金","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0719512351.SGD":"JPMorgan Funds - US Technology A 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ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-07-24/doc-imzcvexm8639491.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2353638913","content_text":"北京时间7月24日晚间消息,据报道,两位知情人士今日称,特斯拉的代表将于本月晚些时候会见印度商务部长,讨论建造汽车工厂事宜,以生产一款全新的价值2.4万美元的电动汽车。这两位知情人士称,特斯拉已表示有兴趣在印度建立一家汽车工厂,生产低成本电动汽车。该车型既在印度市场销售,也将出口到其他国家。本月晚些时候,特斯拉的代表将在新德里会见印度政府官员,包括商务部长Piyush Goyal,讨论建立电动汽车供应链和工厂土地分配等问题。今年5月就有消息称,特斯拉已提议在印度建立一家汽车制造工厂,所生产汽车既在印度本土销售,也面向国际市场出口。本月早些时候,又有报道称特斯拉准备在印度建造一家工厂,以生产2.4万美元的电动汽车。特斯拉觊觎印度市场已久。早在2021年2月,特斯拉就在印度注册了一家公司,向进军印度市场迈出了一步。据当时预计,特斯拉最快可能在2021年进入印度市场。但由于特斯拉与印度政府关于税收优惠的谈判迟迟未果,特斯拉进军进度市场的计划一直拖延至今。而这次会谈将是特斯拉和印度政府自6月份以来进行的最高级别的讨论。上个月,特斯拉CEO埃隆·马斯克会见了印度总理莫迪,并表示计划在印度进行重大投资。如果消息属实,2.4万美元的电动汽车将比特斯拉目前售价最低的Model 3车型便宜25%。当前,Model 3的售价略高于32200美元。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":6255,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101559114389140","authorId":"4101559114389140","name":"特斯拉股东","avatar":"https://static.tigerbbs.com/a63aee8c3f209633ecd5c81f118b636a","crmLevel":7,"crmLevelSwitch":0,"idStr":"4101559114389140","authorIdStr":"4101559114389140"},"content":"会不会是那些外企自己屁股不干净。。。小米vivo都被印度处罚了,可是三星没有,想都知道咋回事。","text":"会不会是那些外企自己屁股不干净。。。小米vivo都被印度处罚了,可是三星没有,想都知道咋回事。","html":"会不会是那些外企自己屁股不干净。。。小米vivo都被印度处罚了,可是三星没有,想都知道咋回事。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200439388164128,"gmtCreate":1689971656950,"gmtModify":1689977014092,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>相信神一样存在马斯克的巨大能力!特斯拉只是他诸多公司中的代表,而且是唯一能代表他水平的上市公司。不能只看Q2的每股收益降低,以及后续可能继续降价导致的收益降低。应该理解马斯克以价换量的英明决策,迅速攻城掠地、占据市场份额然后依靠后续服务赚钱……正在各地纷纷建造的蓄电池厂会在充电、住宅发电等服务上源源不断造血……相信不久的将来,马斯克定会率领特斯拉在世界范围替换掉燃油车、全面普及新能源汽车、甚至普及家庭、工厂、办公用电。特斯拉股价会越来越高,坚定长期持有! 几点建议: 1、请马斯克勿在推特上浪费太多精力,切勿发表任何政治倾向的言论; 2、希望特斯拉汽车能够持续创新,不仅注重外观,车内配置也要高端、新颖、舒适……高中低档车都有,适合各层次人选用; 3、请马斯克研发一种超低空小飞行器推向家庭,作为人们的日常短途出行工具迅速普及。 展望不久的将来:特斯拉汽车在地面道路奔忙行驶、特斯拉家庭通勤小飞行器在低空高楼大厦间往来穿梭……多么美好的画卷! 期待马斯克带领人类走向更高科技文明!!!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>相信神一样存在马斯克的巨大能力!特斯拉只是他诸多公司中的代表,而且是唯一能代表他水平的上市公司。不能只看Q2的每股收益降低,以及后续可能继续降价导致的收益降低。应该理解马斯克以价换量的英明决策,迅速攻城掠地、占据市场份额然后依靠后续服务赚钱……正在各地纷纷建造的蓄电池厂会在充电、住宅发电等服务上源源不断造血……相信不久的将来,马斯克定会率领特斯拉在世界范围替换掉燃油车、全面普及新能源汽车、甚至普及家庭、工厂、办公用电。特斯拉股价会越来越高,坚定长期持有! 几点建议: 1、请马斯克勿在推特上浪费太多精力,切勿发表任何政治倾向的言论; 2、希望特斯拉汽车能够持续创新,不仅注重外观,车内配置也要高端、新颖、舒适……高中低档车都有,适合各层次人选用; 3、请马斯克研发一种超低空小飞行器推向家庭,作为人们的日常短途出行工具迅速普及。 展望不久的将来:特斯拉汽车在地面道路奔忙行驶、特斯拉家庭通勤小飞行器在低空高楼大厦间往来穿梭……多么美好的画卷! 期待马斯克带领人类走向更高科技文明!!!","text":"$特斯拉(TSLA)$ 相信神一样存在马斯克的巨大能力!特斯拉只是他诸多公司中的代表,而且是唯一能代表他水平的上市公司。不能只看Q2的每股收益降低,以及后续可能继续降价导致的收益降低。应该理解马斯克以价换量的英明决策,迅速攻城掠地、占据市场份额然后依靠后续服务赚钱……正在各地纷纷建造的蓄电池厂会在充电、住宅发电等服务上源源不断造血……相信不久的将来,马斯克定会率领特斯拉在世界范围替换掉燃油车、全面普及新能源汽车、甚至普及家庭、工厂、办公用电。特斯拉股价会越来越高,坚定长期持有! 几点建议: 1、请马斯克勿在推特上浪费太多精力,切勿发表任何政治倾向的言论; 2、希望特斯拉汽车能够持续创新,不仅注重外观,车内配置也要高端、新颖、舒适……高中低档车都有,适合各层次人选用; 3、请马斯克研发一种超低空小飞行器推向家庭,作为人们的日常短途出行工具迅速普及。 展望不久的将来:特斯拉汽车在地面道路奔忙行驶、特斯拉家庭通勤小飞行器在低空高楼大厦间往来穿梭……多么美好的画卷! 期待马斯克带领人类走向更高科技文明!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/200439388164128","isVote":1,"tweetType":1,"viewCount":7127,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010315","authorId":"10000000000010315","name":"阿咕咕咕","avatar":"https://static.tigerbbs.com/2606e3cd397da8516df1376d1b260ebf","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010315","authorIdStr":"10000000000010315"},"content":"特斯拉的创新带来无限想象,期待马斯克带来更多令人振奋的发展噢","text":"特斯拉的创新带来无限想象,期待马斯克带来更多令人振奋的发展噢","html":"特斯拉的创新带来无限想象,期待马斯克带来更多令人振奋的发展噢"},{"author":{"id":"10000000000010317","authorId":"10000000000010317","name":"俯瞰繁华","avatar":"https://static.tigerbbs.com/3bf13db70d947837660ca66bb9b8e299","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010317","authorIdStr":"10000000000010317"},"content":"马斯克的创造力将推动特斯拉股价不断攀升!我要持股不放","text":"马斯克的创造力将推动特斯拉股价不断攀升!我要持股不放","html":"马斯克的创造力将推动特斯拉股价不断攀升!我要持股不放"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200401555873944,"gmtCreate":1689950992485,"gmtModify":1689951006509,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>坚定持有特斯拉!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>坚定持有特斯拉!","text":"$特斯拉(TSLA)$ 坚定持有特斯拉!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/200401555873944","isVote":1,"tweetType":1,"viewCount":3971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197656972120168,"gmtCreate":1689285789708,"gmtModify":1689285830426,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":"劝马斯克不要和印度人打交道,一个惯于杀鸡取卵的强盗政府是改不了本性的!别和烂人纠缠!","listText":"劝马斯克不要和印度人打交道,一个惯于杀鸡取卵的强盗政府是改不了本性的!别和烂人纠缠!","text":"劝马斯克不要和印度人打交道,一个惯于杀鸡取卵的强盗政府是改不了本性的!别和烂人纠缠!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197656972120168","repostId":"1102943687","repostType":2,"repost":{"id":"1102943687","kind":"news","pubTimestamp":1689243921,"share":"https://www.laohunote.com/m/news/1102943687?lang=zh_CN&edition=full","pubTime":"2023-07-13 18:25","market":"us","language":"zh","title":"马斯克妥协了?报道称特斯拉正商谈在印度建厂","url":"https://stock-news.laohu8.com/highlight/detail?id=1102943687","media":"华尔街见闻","summary":"年产能或达50万辆","content":"<html><head></head><body><p>作者:常嘉帅</p><p style=\"text-align: justify;\">历经2个月的谈判和满天飞的传闻之后,特斯拉进军印度的计划又见新眉目。</p><p style=\"text-align: justify;\">据印媒《印度时报》《经济时报》周四报道,特斯拉已开始与印度政府讨论在印度建厂事宜。报道指,计划中的特斯拉印度汽车工厂预计年产50万辆电动车,且印度版特斯拉起售价或为200万卢比(约17.46万人民币),这意味着特斯拉很有可能会在印度生产目前还未正式发布的廉价车型Model 2。</p><p style=\"text-align: justify;\">此外,若建厂传闻得到特斯拉证实,即意味着特斯拉CEO马斯克同莫迪政府妥协,放弃了此前一直要求的“先进口、再建厂”策略。</p><h2 id=\"id_4131083779\" style=\"text-align: start;\">特斯拉印度计划:尽量本地化生产 汽车出口印太国家</h2><p style=\"text-align: justify;\">印媒周四的报道还提及,特斯拉考虑将印度作为其出口基地,将生产的汽车销往印度-太平洋地区。</p><p style=\"text-align: justify;\">此外,特斯拉还和印度政府探讨了在印度建立汽车零部件供应链的可能性,以及相关财政激励和税收优惠。</p><p style=\"text-align: justify;\">据印度时报援引消息人士称:</p><blockquote>“特斯拉向我们提出了一个雄心勃勃的计划,我们相信这次的方向会是积极的,尤其是这个计划同时涉及本地制造和出口。商业和工业部正在主导谈判,政府希望在保持公平竞争的同时达成“良好协议”。</blockquote><p style=\"text-align: justify;\">印媒报道还称,印度政府试图说服特斯拉支持印度本土零部件制造商,强调印度拥有经验丰富的老牌企业。据《经济时报》,参与谈判的政府高官“敦促特斯拉考虑从印度的生态系统中采购”。</p><p style=\"text-align: justify;\">然而,<strong>考虑到印度相当薄弱的汽车工业基础,特斯拉很难实现彻底的本地化生产。</strong>经济时报报道指,特斯拉可能仅会从当地供应商那里采购结构简单的基础零部件。</p><p style=\"text-align: justify;\">此外,特斯拉高管近日在参与印度汽车制造商协会(SIAM)组织的行业会议时表示,该公司可能会将“特链”供应商引入印度,强调其生产依赖于一套特定的质量标准,而这套标准只能通过现有合作伙伴进行复制。</p><p style=\"text-align: justify;\"><a href=\"https://wallstreetcn.com/articles/3692969\" title=\"华尔街见闻此前介绍过\" class=\"\">华尔街见闻此前介绍过</a>,特斯拉墨西哥超级工厂也遭遇了类似的阻碍,马斯克低估了墨西哥本地化生产的难度,因此需要推动特链大迁徙,跟随其到墨西哥一同建厂。原定明年夏季竣工的计划无法完成,预计新工厂将在2025年一季度建成投产。</p><p style=\"text-align: justify;\">值得指出的是,全球几乎所有的大型车企都在墨西哥设厂,工业基础远比印度发达。即便如此,特斯拉完成墨西哥本地化生产目标都极为困难,何况是工业基础逊于墨西哥的印度。</p><h2 id=\"id_1754852272\" style=\"text-align: start;\">特斯拉进军印度,谈判一波多折</h2><p style=\"text-align: justify;\">特斯拉进军印度计划始于去年一季度。</p><p style=\"text-align: justify;\">当时,特斯拉希望让印度政府降低关税,先通过进口的方式在印度卖车,以测试印度市场的需求,但莫迪政府则坚持要求特斯拉在本地建一座超级工厂。</p><p style=\"text-align: justify;\">双方僵持不下,印度政府并不愿意退让。最终,去年5月,特斯拉彻底放弃了进入印度市场的计划。</p><p style=\"text-align: justify;\">直到今年5月,历经一年的停滞后,特斯拉才重启进军印度计划,派遣供应链副总裁Karn Budhiraj等人赴印度与当地官员谈判,彭博当时报道称,双方争议焦点仍是进口关税和建厂等议题,此间一直未传出突破性进展。</p><p style=\"text-align: justify;\">直到6月下旬莫迪访美并与马斯克会晤,特斯拉印度建厂计划才出现转机。</p><p style=\"text-align: justify;\">马斯克在莫迪访美期间,称自己是莫迪的“忠实粉丝”,并表示<a href=\"https://wallstreetcn.com/articles/3691646?keyword=%E7%89%B9%E6%96%AF%E6%8B%89++%E5%8D%B0%E5%BA%A6\" title=\"“特斯拉将很快进入印度”\" target=\"_blank\" class=\"\">“特斯拉将很快进入印度”</a>。</p><p style=\"text-align: justify;\">印度外交部发言人也发推表示,莫迪已邀请马斯克“探索在印度投资电动汽车和快速扩张的商业航天领域的机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ba8611bf7020eda1e5f53bf2b924681\" tg-width=\"554\" tg-height=\"627\"/></p><p style=\"text-align: justify;\">马斯克与莫迪会面几周后,即传出了特斯拉计划在印度建厂的消息。</p><h2 id=\"id_3398672039\" style=\"text-align: start;\">通用、小米、富士康等企业相继折戟印度,马斯克为何如此执着?</h2><p style=\"text-align: justify;\">印度并不是一个以营商环境友好闻名的国家。</p><p style=\"text-align: justify;\">前文提及,特斯拉初次进军印度谈判,遇到的关键阻力即是印度高昂的进口关税,按照印度关税体系,4万美元以下进口车关税为60%,4万美元以上的关税高达100%。</p><p style=\"text-align: justify;\">即使是最便宜的特斯拉Model 3,海外售价也超过4万美元,需要缴纳100%关税,超高关税会让特斯拉在印度本地车企面前没有任何竞争力。</p><p style=\"text-align: justify;\">此外,从过往记录来看,印度政府常在课税等方面有意刁难外企,此前进入印度市场的知名企业,大都已经缩小规模,或退出印度市场。</p><p style=\"text-align: justify;\">2022年5月份,小米印度公司555.1亿卢比(约6.8亿美元)资产遭印度执法部门扣押,理由是小米印度此举涉嫌违反印度《外汇管理法》、非法汇款给外国实体。小米对执法部门该决议的申诉,也在今年4月遭印度法院驳回。</p><p style=\"text-align: justify;\">小米进入印度近10年,净利润恐怕都没有6.8亿美元,如果这笔钱要不回来,等于十年白干。</p><p style=\"text-align: justify;\">就在本周一,富士康也宣布<a href=\"https://wallstreetcn.com/articles/3692922\" title=\"退出\" target=\"_blank\" class=\"\">退出</a>规模高达195亿美元的印度芯片工厂计划。</p><p style=\"text-align: justify;\">据路透社援引知情人士透露,富士康与印度财团Vedanta合作建厂计划进展缓慢,印度政府允诺的财政补助一再延迟,且印度政府对合资工厂持股比例等细节提出了繁多的要求,因此富士康决定退出该合资企业。</p><p style=\"text-align: justify;\">印度政府和英企沃达丰之间,更上演过一场持续十余年、轰动国际社会的“虎口夺食”案。</p><p style=\"text-align: justify;\">2007年,英国电信巨头沃达丰以111亿美元收购李嘉诚旗下印度电信产业。交易未在印度进行、也不涉及印度公司。但印度监管部门却坚持要求沃丰达缴纳20亿美元转让所得税,最后<strong>甚至不惜修改法律</strong>,向沃丰达索要税款、罚款、滞纳金累计50亿美元。<strong>印度最高法院在相关判决中一面倒支持印度政府,令国际社会瞠目。案子最终打上海牙国际仲裁庭,印度政府被判败诉,才作罢。</strong></p><p style=\"text-align: justify;\"><strong>据不完全统计,2014年至2021年,共有2783家跨国公司关闭了印度公司或办事处。而印度总共大约只有1.2万家外企。近7年在印跨国企业的注册数量,已经从每年200家已经缩减到去年年底不到70家。</strong></p><p style=\"text-align: justify;\">包括老牌车企福特、连锁超市沃尔玛在内的大型跨国企业,都已在最近几年间相继退出印度。此外,谷歌、黑石、波音、豪瑞、苏格兰皇家银行等企业,在简单试水印度业务之后,纷纷选择彻底退出该市场。</p><p style=\"text-align: justify;\">如此多企业相继折戟印度,马斯克为何还如此执着?</p><p style=\"text-align: justify;\">答案可能和特斯拉的长远规划有关,即“牺牲利润尽可能占领更多的市场”。</p><p style=\"text-align: justify;\">4月份发布的一季度财报显示,特斯拉首季毛利率下滑至19.3%。马斯克在电话会上表示,他愿意在短期内牺牲特斯拉的利润,以积极争取市场份额,目的是在实现“完全自动驾驶”时赚更多的钱,并通过“无人驾驶出租车”(robotaxis)的运营赚取额外收入。</p><p style=\"text-align: justify;\"><strong>考虑到印度市场极低的电动车渗透率和庞大的潜在消费市场,如果特斯拉能成功在印度站稳脚跟,交付量有望在未来几年内大幅提升,也可为其自动驾驶技术贡献大量数据,推动特斯拉更快实现“完全自动驾驶”,推出无人驾驶出租车,占据市场先机。</strong></p></body></html>","source":"live_wallstreetcn","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>马斯克妥协了?报道称特斯拉正商谈在印度建厂</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; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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马斯克妥协了?报道称特斯拉正商谈在印度建厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-13 18:25 北京时间 <a href=https://wallstreetcn.com/articles/3693175><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:常嘉帅历经2个月的谈判和满天飞的传闻之后,特斯拉进军印度的计划又见新眉目。据印媒《印度时报》《经济时报》周四报道,特斯拉已开始与印度政府讨论在印度建厂事宜。报道指,计划中的特斯拉印度汽车工厂预计年产50万辆电动车,且印度版特斯拉起售价或为200万卢比(约17.46万人民币),这意味着特斯拉很有可能会在印度生产目前还未正式发布的廉价车型Model 2。此外,若建厂传闻得到特斯拉证实,即意味着...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3693175\">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/0dfd4f9904b8ca8047b9f762d3ec98b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3693175","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1102943687","content_text":"作者:常嘉帅历经2个月的谈判和满天飞的传闻之后,特斯拉进军印度的计划又见新眉目。据印媒《印度时报》《经济时报》周四报道,特斯拉已开始与印度政府讨论在印度建厂事宜。报道指,计划中的特斯拉印度汽车工厂预计年产50万辆电动车,且印度版特斯拉起售价或为200万卢比(约17.46万人民币),这意味着特斯拉很有可能会在印度生产目前还未正式发布的廉价车型Model 2。此外,若建厂传闻得到特斯拉证实,即意味着特斯拉CEO马斯克同莫迪政府妥协,放弃了此前一直要求的“先进口、再建厂”策略。特斯拉印度计划:尽量本地化生产 汽车出口印太国家印媒周四的报道还提及,特斯拉考虑将印度作为其出口基地,将生产的汽车销往印度-太平洋地区。此外,特斯拉还和印度政府探讨了在印度建立汽车零部件供应链的可能性,以及相关财政激励和税收优惠。据印度时报援引消息人士称:“特斯拉向我们提出了一个雄心勃勃的计划,我们相信这次的方向会是积极的,尤其是这个计划同时涉及本地制造和出口。商业和工业部正在主导谈判,政府希望在保持公平竞争的同时达成“良好协议”。印媒报道还称,印度政府试图说服特斯拉支持印度本土零部件制造商,强调印度拥有经验丰富的老牌企业。据《经济时报》,参与谈判的政府高官“敦促特斯拉考虑从印度的生态系统中采购”。然而,考虑到印度相当薄弱的汽车工业基础,特斯拉很难实现彻底的本地化生产。经济时报报道指,特斯拉可能仅会从当地供应商那里采购结构简单的基础零部件。此外,特斯拉高管近日在参与印度汽车制造商协会(SIAM)组织的行业会议时表示,该公司可能会将“特链”供应商引入印度,强调其生产依赖于一套特定的质量标准,而这套标准只能通过现有合作伙伴进行复制。华尔街见闻此前介绍过,特斯拉墨西哥超级工厂也遭遇了类似的阻碍,马斯克低估了墨西哥本地化生产的难度,因此需要推动特链大迁徙,跟随其到墨西哥一同建厂。原定明年夏季竣工的计划无法完成,预计新工厂将在2025年一季度建成投产。值得指出的是,全球几乎所有的大型车企都在墨西哥设厂,工业基础远比印度发达。即便如此,特斯拉完成墨西哥本地化生产目标都极为困难,何况是工业基础逊于墨西哥的印度。特斯拉进军印度,谈判一波多折特斯拉进军印度计划始于去年一季度。当时,特斯拉希望让印度政府降低关税,先通过进口的方式在印度卖车,以测试印度市场的需求,但莫迪政府则坚持要求特斯拉在本地建一座超级工厂。双方僵持不下,印度政府并不愿意退让。最终,去年5月,特斯拉彻底放弃了进入印度市场的计划。直到今年5月,历经一年的停滞后,特斯拉才重启进军印度计划,派遣供应链副总裁Karn Budhiraj等人赴印度与当地官员谈判,彭博当时报道称,双方争议焦点仍是进口关税和建厂等议题,此间一直未传出突破性进展。直到6月下旬莫迪访美并与马斯克会晤,特斯拉印度建厂计划才出现转机。马斯克在莫迪访美期间,称自己是莫迪的“忠实粉丝”,并表示“特斯拉将很快进入印度”。印度外交部发言人也发推表示,莫迪已邀请马斯克“探索在印度投资电动汽车和快速扩张的商业航天领域的机会”。马斯克与莫迪会面几周后,即传出了特斯拉计划在印度建厂的消息。通用、小米、富士康等企业相继折戟印度,马斯克为何如此执着?印度并不是一个以营商环境友好闻名的国家。前文提及,特斯拉初次进军印度谈判,遇到的关键阻力即是印度高昂的进口关税,按照印度关税体系,4万美元以下进口车关税为60%,4万美元以上的关税高达100%。即使是最便宜的特斯拉Model 3,海外售价也超过4万美元,需要缴纳100%关税,超高关税会让特斯拉在印度本地车企面前没有任何竞争力。此外,从过往记录来看,印度政府常在课税等方面有意刁难外企,此前进入印度市场的知名企业,大都已经缩小规模,或退出印度市场。2022年5月份,小米印度公司555.1亿卢比(约6.8亿美元)资产遭印度执法部门扣押,理由是小米印度此举涉嫌违反印度《外汇管理法》、非法汇款给外国实体。小米对执法部门该决议的申诉,也在今年4月遭印度法院驳回。小米进入印度近10年,净利润恐怕都没有6.8亿美元,如果这笔钱要不回来,等于十年白干。就在本周一,富士康也宣布退出规模高达195亿美元的印度芯片工厂计划。据路透社援引知情人士透露,富士康与印度财团Vedanta合作建厂计划进展缓慢,印度政府允诺的财政补助一再延迟,且印度政府对合资工厂持股比例等细节提出了繁多的要求,因此富士康决定退出该合资企业。印度政府和英企沃达丰之间,更上演过一场持续十余年、轰动国际社会的“虎口夺食”案。2007年,英国电信巨头沃达丰以111亿美元收购李嘉诚旗下印度电信产业。交易未在印度进行、也不涉及印度公司。但印度监管部门却坚持要求沃丰达缴纳20亿美元转让所得税,最后甚至不惜修改法律,向沃丰达索要税款、罚款、滞纳金累计50亿美元。印度最高法院在相关判决中一面倒支持印度政府,令国际社会瞠目。案子最终打上海牙国际仲裁庭,印度政府被判败诉,才作罢。据不完全统计,2014年至2021年,共有2783家跨国公司关闭了印度公司或办事处。而印度总共大约只有1.2万家外企。近7年在印跨国企业的注册数量,已经从每年200家已经缩减到去年年底不到70家。包括老牌车企福特、连锁超市沃尔玛在内的大型跨国企业,都已在最近几年间相继退出印度。此外,谷歌、黑石、波音、豪瑞、苏格兰皇家银行等企业,在简单试水印度业务之后,纷纷选择彻底退出该市场。如此多企业相继折戟印度,马斯克为何还如此执着?答案可能和特斯拉的长远规划有关,即“牺牲利润尽可能占领更多的市场”。4月份发布的一季度财报显示,特斯拉首季毛利率下滑至19.3%。马斯克在电话会上表示,他愿意在短期内牺牲特斯拉的利润,以积极争取市场份额,目的是在实现“完全自动驾驶”时赚更多的钱,并通过“无人驾驶出租车”(robotaxis)的运营赚取额外收入。考虑到印度市场极低的电动车渗透率和庞大的潜在消费市场,如果特斯拉能成功在印度站稳脚跟,交付量有望在未来几年内大幅提升,也可为其自动驾驶技术贡献大量数据,推动特斯拉更快实现“完全自动驾驶”,推出无人驾驶出租车,占据市场先机。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664135881,"gmtCreate":1667858610543,"gmtModify":1667870777184,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":"不希望马斯克浪费精力在推特的管理上、不要涉足政治!他一心一意搞他的星际探索、发明创造就好!否则,再伟大的科学家一旦政治思想意识不对,也会导致声誉受损甚至影响命运前途!!!","listText":"不希望马斯克浪费精力在推特的管理上、不要涉足政治!他一心一意搞他的星际探索、发明创造就好!否则,再伟大的科学家一旦政治思想意识不对,也会导致声誉受损甚至影响命运前途!!!","text":"不希望马斯克浪费精力在推特的管理上、不要涉足政治!他一心一意搞他的星际探索、发明创造就好!否则,再伟大的科学家一旦政治思想意识不对,也会导致声誉受损甚至影响命运前途!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/664135881","repostId":"1193477816","repostType":4,"isVote":1,"tweetType":1,"viewCount":6127,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000449","authorId":"9000000000000449","name":"洗头用漂柔","avatar":"https://static.tigerbbs.com/df289f2ed3e9dd16f17884a074e50cf8","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000449","authorIdStr":"9000000000000449"},"content":"我最希望看到马斯克帮助实现太空殖民,我们真能在他预期时间内前往火星吗?期待中……","text":"我最希望看到马斯克帮助实现太空殖民,我们真能在他预期时间内前往火星吗?期待中……","html":"我最希望看到马斯克帮助实现太空殖民,我们真能在他预期时间内前往火星吗?期待中……"},{"author":{"id":"10000000000010280","authorId":"10000000000010280","name":"爱旅行的萌妹子一枚","avatar":"https://static.tigerbbs.com/ebb0d05cf469c550f0f7655158007fc5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010280","authorIdStr":"10000000000010280"},"content":"虽说马斯克可以只管大方向,但这么多公司加起来,称得上重要事项的事情也绝不会少,他真的不会犯错吗?","text":"虽说马斯克可以只管大方向,但这么多公司加起来,称得上重要事项的事情也绝不会少,他真的不会犯错吗?","html":"虽说马斯克可以只管大方向,但这么多公司加起来,称得上重要事项的事情也绝不会少,他真的不会犯错吗?"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":593738734359248,"gmtCreate":1785972516730,"gmtModify":1785976544058,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":" 作者内心龌蹉、思想狭隘,用自己的功利思想去定义马斯克,作为科技新贵他仿佛只配谈科技。 每个人的心中肯定有自己最神圣的美好所在,就像我们从小仰慕七仙女个个仙姿卓越、美丽非凡一样,希腊经典神话故事人物也肯定是其心目中美好所在!现在很多外国导演对经典人物胡乱改,为表达政治正确甚至乱用黑人,如“白雪公主”、“人鱼公主”……说实话,看了这些黑人演经典美人,仿佛看到一坨坨大便💩,恶心至极!!!","listText":" 作者内心龌蹉、思想狭隘,用自己的功利思想去定义马斯克,作为科技新贵他仿佛只配谈科技。 每个人的心中肯定有自己最神圣的美好所在,就像我们从小仰慕七仙女个个仙姿卓越、美丽非凡一样,希腊经典神话故事人物也肯定是其心目中美好所在!现在很多外国导演对经典人物胡乱改,为表达政治正确甚至乱用黑人,如“白雪公主”、“人鱼公主”……说实话,看了这些黑人演经典美人,仿佛看到一坨坨大便💩,恶心至极!!!","text":"作者内心龌蹉、思想狭隘,用自己的功利思想去定义马斯克,作为科技新贵他仿佛只配谈科技。 每个人的心中肯定有自己最神圣的美好所在,就像我们从小仰慕七仙女个个仙姿卓越、美丽非凡一样,希腊经典神话故事人物也肯定是其心目中美好所在!现在很多外国导演对经典人物胡乱改,为表达政治正确甚至乱用黑人,如“白雪公主”、“人鱼公主”……说实话,看了这些黑人演经典美人,仿佛看到一坨坨大便💩,恶心至极!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593738734359248","repostId":"2657152292","repostType":2,"repost":{"id":"2657152292","kind":"highlight","weMediaInfo":{"introduction":"秦朔朋友圈是由中国著名媒体人、财经观察家秦朔牵头创立的一个新媒体与专业服务品牌,包括微信公众号、微博、视频节目、音频节目等。内容聚焦于经济、金融和商业领域,关注重点为全球和中国财经商业热点、企业家精神、创新与发明创造、商业文明探索等。","home_visible":1,"media_name":"秦朔朋友圈","id":"60","head_image":"https://static.tigerbbs.com/707686f07ebc41778130c729f4eea24e"},"pubTimestamp":1785945600,"share":"https://www.laohunote.com/m/news/2657152292?lang=zh_CN&edition=full","pubTime":"2026-08-06 00:00","market":"fut","language":"zh","title":"马斯克与诺兰:两种文明叙事的史诗大战","url":"https://stock-news.laohu8.com/highlight/detail?id=2657152292","media":"秦朔朋友圈","summary":"我并不是指马斯克或者诺兰或者历史教授,而是上千万人的大争论在网络世界形成的“带节奏”,这无疑是一股极为庞大的流量。回到马斯克和诺兰在线对战。因为马斯克是X这个平台的老板。回看这件事,马斯克和诺兰所谓“骂战”的背后,本质上根本就不是一场关于电影的争论,而是一场“科技与人文”的激烈交锋,更是一场到底“谁说了算”的全民争论。","content":"<html><body><div><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/a4487779380e4b33be09191be0cb148f\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><b><font face=\"宋体\"><span leaf=\"\" para=\"\"><span textstyle=\"\">马斯克和诺兰为什么吵起来了?</span></span></font></b></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">起因是,诺兰拍了一部新片《<a href=\"https://laohu8.com/S/OMEX\">奥德赛</a>》,没想到选角出来后,马斯克坐不住了,连发好几条帖子开炮,话说得特别难听:找了个黑人演员演海伦,是</span></font><font face=\"宋体\"><span leaf=\"\">“跪舔奥斯卡的评奖规则”,连“在荷马坟头撒尿”、骂人家是“蠕虫”都用上了。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/4cdfa8edbb9347ec9aa00c6081f08e90\"/></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">不过,最初诺兰没吭声,一个英国历史学家辩驳了几句,也被马斯克顺手骂了一顿。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">很多人的第一反应是,啊,两个完全不在一个频道的人,竟然隔空吵架。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一个是拍出了《记忆碎片》《蝙蝠侠》三部曲、《盗梦空间》《奥本海默》等一系列优秀电影的全球知名导演,另一个是造火箭、造汽车、搞人工智能、全球首富、知名大</span></font><font face=\"宋体\"><span leaf=\"\">V的科技新贵;一个在好莱坞扛摄像机,另一个在硅谷做算法,完全不搭边啊。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">表面看,这是科技圈和电影圈的一次意外碰撞。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">但我觉得,这不仅是科技与人文的交锋,更是未来谁掌握话语权的博弈。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">未来,谁有资格定义文化?是花费几年时间创作作品的人?还是掌握全球注意力入口的人?这才是马斯克和诺兰这场争论真正关注的地方。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/7b6b1b682fea4a4894bd3825f5bbc89f\" type=\"block\"/></span><span leaf=\"\">这场在线对喷有一点很尴尬,很多参战的人其实压根就没看过《奥德赛》!</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">电影没上映之前,大家就已经吵完了,吵的不是电影,是热搜标题。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一帧画面都没放出来,网上早已经吵翻天了,一半人说马斯克说得对,一半人站在诺兰的角度骂这就是找碴。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">尤其是咱们国内,实际上</span></font><font face=\"宋体\"><span leaf=\"\">8月中旬才正式公映,不看就喷仿佛成了约定俗成。为了写稿,我把将近3个小时的电影完整看了一遍,有史诗感那味儿,就是有点拖沓了,看到马特达蒙总会下意识觉得伯恩又要行动了,看到海伦不是传统选角时,也是有点震惊的。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">支持诺兰的人认为:电影不是历史复印机,神话本身就是不断被重新解释的东西。</span></font></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/1d0ae7d7ce904d38bbd45d347c6ffc47\" type=\"block\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">反对诺兰的人认为:经典作品不能为了迎合时代而随意改变。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">说一个词,带节奏。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">我并不是指马斯克或者诺兰或者历史教授,而是上千万人的大争论在网络世界形成的</span></font><font face=\"宋体\"><span leaf=\"\">“带节奏”,这无疑是一股极为庞大的流量。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">现在一部电影、一个明星、一家店,能不能做得好,好像跟本身的能力、口味、口碑,没有太大关系,反而跟</span></span></font><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">“谁在带节奏”“谁带节奏更大”的关系越来越大。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">表面看没什么改变,真正改变的是流量逻辑,有个人手里握着喇叭,喇叭比手艺管用。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">在电影领域,有一个专业术语叫作:<span textstyle=\"\">分发权大于创作权</span>。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">早在</span></font><font face=\"宋体\"><span leaf=\"\">3年前,几乎跟《奥德赛》一样,《埃及艳后》同样陷入争议。当时Netflix找英国混血黑人演员饰演埃及艳后克利奥帕特拉,预告片发布后就遭到大量抨击,埃及方面甚至有律师发起法律诉讼,希望借此在埃及全境封禁Netflix。</span></font></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/495bd7c341874d1d837483ee236bbb0d\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/f4a7a60bcc874002b7393b96387b4487\" type=\"block\"/></span><span leaf=\"\">回到马斯克和诺兰在线对战。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">很多人喜欢把这场冲突理解成:科技理性 vs. </span></font><font face=\"宋体\"><span leaf=\"\">人文艺术。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">有这方面的分析,但不全是。为什么呢,确实,马斯克自己也展示了几分钟的</span></font><font face=\"宋体\"><span leaf=\"\">AI片段,做得不算完善,但是已经达到了普通平替的水准了,随着未来技术越来越好,AI成片也会越来越成熟,甚至以假乱真。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">只不过,马斯克在批评电影的时候,更多表达的其实不是技术语言,比如说这个镜头不符合物理规律,这个历史背景计算错误,并没有,他讨论的一直是:<span textstyle=\"\">经典有没有被尊重?改编有没有边界?谁有资格重新解释传统?</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">换句话说,讨论的是同一个领域,诺兰是导演,马斯克是观众。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">其中的区别是,诺兰在电影里表达观点,马斯克在平台上争夺观点。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">前者在生产内容,后者更直接,在控制注意力。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">要知道,互联网时代就是注意力经济,注意力本身就是一种权力。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一个热搜,一半人在骂,可仔细一看</span></font><font face=\"宋体\"><span leaf=\"\">——骂的人压根没看过完整视频,就瞅了一眼标题,事情还没查清楚呢,态度已经站好队了。</span></font><font face=\"宋体\"><span leaf=\"\">谁先抢到</span></font><font face=\"宋体\"><span leaf=\"\">“说话的位置”,谁就赢了一半,跟东西本身好不好,关系没那么大了。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">诺兰,拍电影的,花了两三年、砸了两亿多美元,这个叫</span></font><font face=\"宋体\"><span leaf=\"\">创作的本事</span></font><font face=\"宋体\"><span leaf=\"\">。马斯克,科技新贵,手握</span></font><font face=\"宋体\"><span leaf=\"\">X平台,自己就是全球网红,说白了就是超级大喇叭,全世界几亿人都能刷到他说话,这个叫表达</span></font><font face=\"宋体\"><span leaf=\"\">的本事</span></font><font face=\"宋体\"><span leaf=\"\">。</span></font></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/b677142389cf4037854f10f0ff246870\" type=\"block\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">以前谁厉害不好说,但至少在制作领域,肯定是创作者占据绝对主导,影片好不好,得观众买账,专业影评人看了,慢慢讨论出个结果来。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">现在完全不是这样了,电影还没上映呢,马斯克帖子一发,全世界都加入讨论,这已经不是电影拍得怎么样,而是马斯克说了啥。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">于是,喇叭干掉了手艺。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">所以我一直强调,这不仅是科技与人文的交锋,更是谁掌握话语权的博弈。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">马斯克最大的影响力,不是他懂不懂电影,而是他拥有</span></font><font face=\"宋体\"><span leaf=\"\">X,他可以绕过传统媒体、影评体系,直接面对数亿用户,能让上亿人迅速参与到某个热点话题中。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/9a71c8275a18410fad6fb3d0cff2dae4\" type=\"block\"/></span><span leaf=\"\">再往下挖,这件事的背后逻辑就非常清楚了。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一场平静的电影讨论,可能没有多少人关注。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">但一场</span></font><font face=\"宋体\"><span leaf=\"\">“世界首富怒批顶级导演”的冲突,会瞬间制造流量,评论增加了,转发增加了,讨论增加了,平台活跃度增加了,这场讨论的最大受益者是马斯克和X平台,它天然奖励争议。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">分析这件事,一定要分析马斯克这个人。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">他是最典型的未来主义者,火星,</span></font><font face=\"宋体\"><span leaf=\"\">AI,脑机接口,自动驾驶,尤其是他的形象一直是:打破旧世界,创造<a href=\"https://laohu8.com/S/600628\">新世界</a>。但这一次,他却站到了传统主义的位置。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">这几年,出现了一个很有意思的变化。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">很多科技巨头开始进入文化领域。越来越多的时候,一个拥有千万粉丝的人,一条帖子,就可以改变公众讨论方向,这不是简单的专家输了、网红赢了,因为专业体系面对算法时代,也确实遇到了挑战。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">马斯克这么积极地下场开喷,图什么?他最擅长的是造车、星链、当全球首富,手握</span></font><font face=\"宋体\"><span leaf=\"\">X这个超级平台的,但是有一点他一定不行,因为他不是历史学家,更不会拍电影,也不靠这部电影赚钱,那为什么这么做?</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">因为马斯克是</span></span></font><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">X这个平台的老板。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">背后是平台,是流量,是话语权,是争议热度。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">这事儿吵得越凶,大家在他这个平台上刷得越勤、吵得越欢,平台就越活跃,平台越活跃,广告费、估值这些跟他自己的钱包直接挂钩的东西,就会噌噌往上涨。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">说白了,他根本就不是路见不平拔刀相助,或者代表民意去质疑诺兰,他只是在自己家的平台上,点了一把火,挂上了足够量的诱饵,然后期待着愿者上钩,等双方吵架带来了泼天的流量,至少</span></font><font face=\"宋体\"><span leaf=\"\">1000万人次参与了这件事的讨论,平台就成了最大的受益者。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一条互动</span></font><font face=\"宋体\"><span leaf=\"\">1000万人次的讨论,试问全球有哪个平台、哪个个人能达到如此高的流量?应该是极少的。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">再往下说一个更让人后背发凉的事儿:话语权开始转移。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">就拿电影来说,以前一个东西好不好,得专家说了算,为什么?文化权威加</span></font><font face=\"宋体\"><span leaf=\"\">专业背书,这就足够了。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">现在这一套流程、这一套逻辑被彻底推翻了,马斯克说,别跟我谈什么历史,别跟我谈什么电影制作,别跟我谈什么情怀,他只需要对着上亿粉丝喊一下,就会吸引全球目光去关注,还真有一大堆人跟着说对对对,马斯克说得对。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">那个出来说公道话的历史学家呢?没人跟他好好辩论,直接被骂了一顿了事。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">专家说了不算,网红说了才算。</span></font></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/54e7f572b5a041d1973a07706b00d640\" type=\"block\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/22cf55ad6b404f4ea449c4187d53fabb\" type=\"block\"/></span><span leaf=\"\">回看这件事,马斯克和诺兰所谓</span><span><font face=\"宋体\"><span leaf=\"\">“骂战”的背后,本质上根本就不是一场关于电影的争论,而是一场“科技与人文”的激烈交锋,更是一场到底“谁说了算”的<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>争论。</span></font></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">电影本身,反而成了这场吵架里最不重要的东西</span></font><font face=\"宋体\"><span leaf=\"\">——还没上映,看都没看,就已经给了判断。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">说到底,这个时代最值钱的东西,已经不是把事儿做好,而是谁先抢到能让所有人都听见的喇叭。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">但是我依然觉得,任何时代最有价值的,依然是</span></font><font face=\"宋体\"><span leaf=\"\">“把事儿做好”,老板好好带领公司发展,导演拍一部好电影,作家写一本好小说,公交车司机好好开车,而不是一味的站在旁边瞎指挥、大声指责,甚至帮倒忙。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">至少下一次开喷之前,先把</span></font><font face=\"宋体\"><span leaf=\"\">3个小时的《奥德赛》看完吧。</span></font></p><p arial=\"\" center=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><b arial=\"\" center=\"\" gb=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span><b arial=\"\" center=\"\" gb=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" blinkmacsystemfont=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span leaf=\"\"><span textstyle=\"\"> —— · END · —— </span></span></strong></b></span></b></p><p arial=\"\" center=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">N</span><span leaf=\"\">o.7024 原</span><span leaf=\"\">创</span><span leaf=\"\">首</span><span leaf=\"\">发</span><span leaf=\"\">文章</span><span leaf=\"\">|</span><span leaf=\"\">作</span><span leaf=\"\">者 </span><span leaf=\"\"><span textstyle=\"\">锂铍硼</span></span></span></strong></b></p><p arial=\"\" center=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><b arial=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span><span arial=\"\" background-color:=\"\" border-box=\"\" both=\"\" box-sizing:=\"\" break-word=\"\" caret-color:=\"\" clear:=\"\" color:=\"\" font-family:=\"\" font-size:=\"\" font-style:=\"\" font-variant-caps:=\"\" font-variant-ligatures:=\"\" font-weight:=\"\" gb=\"\" justify=\"\" leaf=\"\" letter-spacing:=\"\" line-height:=\"\" margin:=\"\" max-width:=\"\" min-height:=\"\" neue=\"\" none=\"\" normal=\"\" orphans:=\"\" outline:=\"\" overflow-wrap:=\"\" padding:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" text-align:=\"\" text-decoration:=\"\" text-indent:=\"\" text-transform:=\"\" ui=\"\" visibility:=\"\" visible=\"\" white-space:=\"\" widows:=\"\" word-spacing:=\"\" yahei=\"\">作者简介:12年地产研究者,政经笔杆子,城市街溜子,影视爱好者。</span></span></span></strong></b></span></strong></b></p><p arial=\"\" center=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">开白名单 duanyu_H|投稿 to</span><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">ugao99999</span></span></strong></b></span></strong></b></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/15a04c22154e4fa6bbc78dbdcd1472d3\" type=\"block\"/></p><p><span><img src=\"https://static.tigerbbs.com/26af42af89ca4d778eeef74a2589f408\" type=\"block\"/></span></p><p><b arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><b arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\"> 欢迎</span><b arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" both=\"\" break-word=\"\" caret-color:=\"\" center=\"\" color:=\"\" font-family:=\"\" gb=\"\" inherit=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" outline:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" transparent=\"\" ui=\"\" visible=\"\" yahei=\"\"><i arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><font face=\"等线\"><b arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><font arial=\"\" border-box=\"\" both=\"\" break-word=\"\" center=\"\" gb=\"\" neue=\"\" none=\"\" normal=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" both=\"\" break-word=\"\" caret-color:=\"\" center=\"\" color:=\"\" font-family:=\"\" gb=\"\" inherit=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" outline:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" transparent=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\">点</span><font face=\"三极素纤简体\"><span arial=\"\" border-box=\"\" both=\"\" break-word=\"\" caret-color:=\"\" center=\"\" color:=\"\" font-family:=\"\" gb=\"\" inherit=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" outline:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" transparent=\"\" ui=\"\" visible=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span leaf=\"\">看</span></strong><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span leaf=\"\">【</span></strong></span></strong></span></font></span></font><font arial=\"\" border-box=\"\" both=\"\" break-word=\"\" center=\"\" gb=\"\" neue=\"\" none=\"\" normal=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\">秦</span></font><font arial=\"\" border-box=\"\" both=\"\" break-word=\"\" center=\"\" face=\"宋体\" gb=\"\" neue=\"\" none=\"\" normal=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" both=\"\" break-word=\"\" caret-color:=\"\" center=\"\" color:=\"\" font-family:=\"\" gb=\"\" inherit=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" outline:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" transparent=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"三极素纤简体\"><span><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">朔</span></span></strong><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">朋</span></span></strong><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">友</span></span></strong></span></font><font face=\"三极素纤简体\"><span><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span leaf=\"\">圈</span></strong><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span leaf=\"\">】</span></strong></span></font></span></font></span></strong></b></font></i></span></b></span></strong></b></span></strong></b></span></strong></b></p></div></body></html>","source":"weixin_highlight","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>马斯克与诺兰:两种文明叙事的史诗大战</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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马斯克与诺兰:两种文明叙事的史诗大战\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/60\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/707686f07ebc41778130c729f4eea24e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">秦朔朋友圈 </p>\n<p class=\"h-time\">2026-08-06 00:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/a4487779380e4b33be09191be0cb148f\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><b><font face=\"宋体\"><span leaf=\"\" para=\"\"><span textstyle=\"\">马斯克和诺兰为什么吵起来了?</span></span></font></b></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">起因是,诺兰拍了一部新片《<a href=\"https://laohu8.com/S/OMEX\">奥德赛</a>》,没想到选角出来后,马斯克坐不住了,连发好几条帖子开炮,话说得特别难听:找了个黑人演员演海伦,是</span></font><font face=\"宋体\"><span leaf=\"\">“跪舔奥斯卡的评奖规则”,连“在荷马坟头撒尿”、骂人家是“蠕虫”都用上了。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/4cdfa8edbb9347ec9aa00c6081f08e90\"/></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">不过,最初诺兰没吭声,一个英国历史学家辩驳了几句,也被马斯克顺手骂了一顿。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">很多人的第一反应是,啊,两个完全不在一个频道的人,竟然隔空吵架。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一个是拍出了《记忆碎片》《蝙蝠侠》三部曲、《盗梦空间》《奥本海默》等一系列优秀电影的全球知名导演,另一个是造火箭、造汽车、搞人工智能、全球首富、知名大</span></font><font face=\"宋体\"><span leaf=\"\">V的科技新贵;一个在好莱坞扛摄像机,另一个在硅谷做算法,完全不搭边啊。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">表面看,这是科技圈和电影圈的一次意外碰撞。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">但我觉得,这不仅是科技与人文的交锋,更是未来谁掌握话语权的博弈。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">未来,谁有资格定义文化?是花费几年时间创作作品的人?还是掌握全球注意力入口的人?这才是马斯克和诺兰这场争论真正关注的地方。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/7b6b1b682fea4a4894bd3825f5bbc89f\" type=\"block\"/></span><span leaf=\"\">这场在线对喷有一点很尴尬,很多参战的人其实压根就没看过《奥德赛》!</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">电影没上映之前,大家就已经吵完了,吵的不是电影,是热搜标题。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一帧画面都没放出来,网上早已经吵翻天了,一半人说马斯克说得对,一半人站在诺兰的角度骂这就是找碴。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">尤其是咱们国内,实际上</span></font><font face=\"宋体\"><span leaf=\"\">8月中旬才正式公映,不看就喷仿佛成了约定俗成。为了写稿,我把将近3个小时的电影完整看了一遍,有史诗感那味儿,就是有点拖沓了,看到马特达蒙总会下意识觉得伯恩又要行动了,看到海伦不是传统选角时,也是有点震惊的。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">支持诺兰的人认为:电影不是历史复印机,神话本身就是不断被重新解释的东西。</span></font></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/1d0ae7d7ce904d38bbd45d347c6ffc47\" type=\"block\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">反对诺兰的人认为:经典作品不能为了迎合时代而随意改变。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">说一个词,带节奏。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">我并不是指马斯克或者诺兰或者历史教授,而是上千万人的大争论在网络世界形成的</span></font><font face=\"宋体\"><span leaf=\"\">“带节奏”,这无疑是一股极为庞大的流量。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">现在一部电影、一个明星、一家店,能不能做得好,好像跟本身的能力、口味、口碑,没有太大关系,反而跟</span></span></font><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">“谁在带节奏”“谁带节奏更大”的关系越来越大。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">表面看没什么改变,真正改变的是流量逻辑,有个人手里握着喇叭,喇叭比手艺管用。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">在电影领域,有一个专业术语叫作:<span textstyle=\"\">分发权大于创作权</span>。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">早在</span></font><font face=\"宋体\"><span leaf=\"\">3年前,几乎跟《奥德赛》一样,《埃及艳后》同样陷入争议。当时Netflix找英国混血黑人演员饰演埃及艳后克利奥帕特拉,预告片发布后就遭到大量抨击,埃及方面甚至有律师发起法律诉讼,希望借此在埃及全境封禁Netflix。</span></font></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/495bd7c341874d1d837483ee236bbb0d\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/f4a7a60bcc874002b7393b96387b4487\" type=\"block\"/></span><span leaf=\"\">回到马斯克和诺兰在线对战。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">很多人喜欢把这场冲突理解成:科技理性 vs. </span></font><font face=\"宋体\"><span leaf=\"\">人文艺术。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">有这方面的分析,但不全是。为什么呢,确实,马斯克自己也展示了几分钟的</span></font><font face=\"宋体\"><span leaf=\"\">AI片段,做得不算完善,但是已经达到了普通平替的水准了,随着未来技术越来越好,AI成片也会越来越成熟,甚至以假乱真。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">只不过,马斯克在批评电影的时候,更多表达的其实不是技术语言,比如说这个镜头不符合物理规律,这个历史背景计算错误,并没有,他讨论的一直是:<span textstyle=\"\">经典有没有被尊重?改编有没有边界?谁有资格重新解释传统?</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">换句话说,讨论的是同一个领域,诺兰是导演,马斯克是观众。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">其中的区别是,诺兰在电影里表达观点,马斯克在平台上争夺观点。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">前者在生产内容,后者更直接,在控制注意力。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">要知道,互联网时代就是注意力经济,注意力本身就是一种权力。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一个热搜,一半人在骂,可仔细一看</span></font><font face=\"宋体\"><span leaf=\"\">——骂的人压根没看过完整视频,就瞅了一眼标题,事情还没查清楚呢,态度已经站好队了。</span></font><font face=\"宋体\"><span leaf=\"\">谁先抢到</span></font><font face=\"宋体\"><span leaf=\"\">“说话的位置”,谁就赢了一半,跟东西本身好不好,关系没那么大了。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">诺兰,拍电影的,花了两三年、砸了两亿多美元,这个叫</span></font><font face=\"宋体\"><span leaf=\"\">创作的本事</span></font><font face=\"宋体\"><span leaf=\"\">。马斯克,科技新贵,手握</span></font><font face=\"宋体\"><span leaf=\"\">X平台,自己就是全球网红,说白了就是超级大喇叭,全世界几亿人都能刷到他说话,这个叫表达</span></font><font face=\"宋体\"><span leaf=\"\">的本事</span></font><font face=\"宋体\"><span leaf=\"\">。</span></font></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/b677142389cf4037854f10f0ff246870\" type=\"block\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">以前谁厉害不好说,但至少在制作领域,肯定是创作者占据绝对主导,影片好不好,得观众买账,专业影评人看了,慢慢讨论出个结果来。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">现在完全不是这样了,电影还没上映呢,马斯克帖子一发,全世界都加入讨论,这已经不是电影拍得怎么样,而是马斯克说了啥。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">于是,喇叭干掉了手艺。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">所以我一直强调,这不仅是科技与人文的交锋,更是谁掌握话语权的博弈。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">马斯克最大的影响力,不是他懂不懂电影,而是他拥有</span></font><font face=\"宋体\"><span leaf=\"\">X,他可以绕过传统媒体、影评体系,直接面对数亿用户,能让上亿人迅速参与到某个热点话题中。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/9a71c8275a18410fad6fb3d0cff2dae4\" type=\"block\"/></span><span leaf=\"\">再往下挖,这件事的背后逻辑就非常清楚了。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一场平静的电影讨论,可能没有多少人关注。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">但一场</span></font><font face=\"宋体\"><span leaf=\"\">“世界首富怒批顶级导演”的冲突,会瞬间制造流量,评论增加了,转发增加了,讨论增加了,平台活跃度增加了,这场讨论的最大受益者是马斯克和X平台,它天然奖励争议。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">分析这件事,一定要分析马斯克这个人。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">他是最典型的未来主义者,火星,</span></font><font face=\"宋体\"><span leaf=\"\">AI,脑机接口,自动驾驶,尤其是他的形象一直是:打破旧世界,创造<a href=\"https://laohu8.com/S/600628\">新世界</a>。但这一次,他却站到了传统主义的位置。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">这几年,出现了一个很有意思的变化。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">很多科技巨头开始进入文化领域。越来越多的时候,一个拥有千万粉丝的人,一条帖子,就可以改变公众讨论方向,这不是简单的专家输了、网红赢了,因为专业体系面对算法时代,也确实遇到了挑战。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">马斯克这么积极地下场开喷,图什么?他最擅长的是造车、星链、当全球首富,手握</span></font><font face=\"宋体\"><span leaf=\"\">X这个超级平台的,但是有一点他一定不行,因为他不是历史学家,更不会拍电影,也不靠这部电影赚钱,那为什么这么做?</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">因为马斯克是</span></span></font><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">X这个平台的老板。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\"><span textstyle=\"\">背后是平台,是流量,是话语权,是争议热度。</span></span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">这事儿吵得越凶,大家在他这个平台上刷得越勤、吵得越欢,平台就越活跃,平台越活跃,广告费、估值这些跟他自己的钱包直接挂钩的东西,就会噌噌往上涨。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">说白了,他根本就不是路见不平拔刀相助,或者代表民意去质疑诺兰,他只是在自己家的平台上,点了一把火,挂上了足够量的诱饵,然后期待着愿者上钩,等双方吵架带来了泼天的流量,至少</span></font><font face=\"宋体\"><span leaf=\"\">1000万人次参与了这件事的讨论,平台就成了最大的受益者。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">一条互动</span></font><font face=\"宋体\"><span leaf=\"\">1000万人次的讨论,试问全球有哪个平台、哪个个人能达到如此高的流量?应该是极少的。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">再往下说一个更让人后背发凉的事儿:话语权开始转移。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">就拿电影来说,以前一个东西好不好,得专家说了算,为什么?文化权威加</span></font><font face=\"宋体\"><span leaf=\"\">专业背书,这就足够了。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">现在这一套流程、这一套逻辑被彻底推翻了,马斯克说,别跟我谈什么历史,别跟我谈什么电影制作,别跟我谈什么情怀,他只需要对着上亿粉丝喊一下,就会吸引全球目光去关注,还真有一大堆人跟着说对对对,马斯克说得对。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">那个出来说公道话的历史学家呢?没人跟他好好辩论,直接被骂了一顿了事。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">专家说了不算,网红说了才算。</span></font></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/54e7f572b5a041d1973a07706b00d640\" type=\"block\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\"><img src=\"https://static.tigerbbs.com/22cf55ad6b404f4ea449c4187d53fabb\" type=\"block\"/></span><span leaf=\"\">回看这件事,马斯克和诺兰所谓</span><span><font face=\"宋体\"><span leaf=\"\">“骂战”的背后,本质上根本就不是一场关于电影的争论,而是一场“科技与人文”的激烈交锋,更是一场到底“谁说了算”的<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>争论。</span></font></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">电影本身,反而成了这场吵架里最不重要的东西</span></font><font face=\"宋体\"><span leaf=\"\">——还没上映,看都没看,就已经给了判断。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">说到底,这个时代最值钱的东西,已经不是把事儿做好,而是谁先抢到能让所有人都听见的喇叭。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">但是我依然觉得,任何时代最有价值的,依然是</span></font><font face=\"宋体\"><span leaf=\"\">“把事儿做好”,老板好好带领公司发展,导演拍一部好电影,作家写一本好小说,公交车司机好好开车,而不是一味的站在旁边瞎指挥、大声指责,甚至帮倒忙。</span></font></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"宋体\"><span leaf=\"\">至少下一次开喷之前,先把</span></font><font face=\"宋体\"><span leaf=\"\">3个小时的《奥德赛》看完吧。</span></font></p><p arial=\"\" center=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><b arial=\"\" center=\"\" gb=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span><b arial=\"\" center=\"\" gb=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" blinkmacsystemfont=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span leaf=\"\"><span textstyle=\"\"> —— · END · —— </span></span></strong></b></span></b></p><p arial=\"\" center=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">N</span><span leaf=\"\">o.7024 原</span><span leaf=\"\">创</span><span leaf=\"\">首</span><span leaf=\"\">发</span><span leaf=\"\">文章</span><span leaf=\"\">|</span><span leaf=\"\">作</span><span leaf=\"\">者 </span><span leaf=\"\"><span textstyle=\"\">锂铍硼</span></span></span></strong></b></p><p arial=\"\" center=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><b arial=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span><span arial=\"\" background-color:=\"\" border-box=\"\" both=\"\" box-sizing:=\"\" break-word=\"\" caret-color:=\"\" clear:=\"\" color:=\"\" font-family:=\"\" font-size:=\"\" font-style:=\"\" font-variant-caps:=\"\" font-variant-ligatures:=\"\" font-weight:=\"\" gb=\"\" justify=\"\" leaf=\"\" letter-spacing:=\"\" line-height:=\"\" margin:=\"\" max-width:=\"\" min-height:=\"\" neue=\"\" none=\"\" normal=\"\" orphans:=\"\" outline:=\"\" overflow-wrap:=\"\" padding:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" text-align:=\"\" text-decoration:=\"\" text-indent:=\"\" text-transform:=\"\" ui=\"\" visibility:=\"\" visible=\"\" white-space:=\"\" widows:=\"\" word-spacing:=\"\" yahei=\"\">作者简介:12年地产研究者,政经笔杆子,城市街溜子,影视爱好者。</span></span></span></strong></b></span></strong></b></p><p arial=\"\" center=\"\" gb=\"\" neue=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">开白名单 duanyu_H|投稿 to</span><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">ugao99999</span></span></strong></b></span></strong></b></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/15a04c22154e4fa6bbc78dbdcd1472d3\" type=\"block\"/></p><p><span><img src=\"https://static.tigerbbs.com/26af42af89ca4d778eeef74a2589f408\" type=\"block\"/></span></p><p><b arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><b><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><b arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\"> 欢迎</span><b arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" both=\"\" break-word=\"\" caret-color:=\"\" center=\"\" color:=\"\" font-family:=\"\" gb=\"\" inherit=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" outline:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" transparent=\"\" ui=\"\" visible=\"\" yahei=\"\"><i arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><font face=\"等线\"><b arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" neue=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><font arial=\"\" border-box=\"\" both=\"\" break-word=\"\" center=\"\" gb=\"\" neue=\"\" none=\"\" normal=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" both=\"\" break-word=\"\" caret-color:=\"\" center=\"\" color:=\"\" font-family:=\"\" gb=\"\" inherit=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" outline:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" transparent=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\">点</span><font face=\"三极素纤简体\"><span arial=\"\" border-box=\"\" both=\"\" break-word=\"\" caret-color:=\"\" center=\"\" color:=\"\" font-family:=\"\" gb=\"\" inherit=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" outline:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" transparent=\"\" ui=\"\" visible=\"\" yahei=\"\"><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span leaf=\"\">看</span></strong><strong arial=\"\" gb=\"\" helvetica=\"\" letter-spacing:=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span leaf=\"\">【</span></strong></span></strong></span></font></span></font><font arial=\"\" border-box=\"\" both=\"\" break-word=\"\" center=\"\" gb=\"\" neue=\"\" none=\"\" normal=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span leaf=\"\">秦</span></font><font arial=\"\" border-box=\"\" both=\"\" break-word=\"\" center=\"\" face=\"宋体\" gb=\"\" neue=\"\" none=\"\" normal=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" both=\"\" break-word=\"\" caret-color:=\"\" center=\"\" color:=\"\" font-family:=\"\" gb=\"\" inherit=\"\" letter-spacing:=\"\" neue=\"\" none=\"\" normal=\"\" outline:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" transparent=\"\" ui=\"\" visible=\"\" yahei=\"\"><font face=\"三极素纤简体\"><span><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">朔</span></span></strong><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">朋</span></span></strong><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span leaf=\"\">友</span></span></strong></span></font><font face=\"三极素纤简体\"><span><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span leaf=\"\">圈</span></strong><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span leaf=\"\">】</span></strong></span></font></span></font></span></strong></b></font></i></span></b></span></strong></b></span></strong></b></span></strong></b></p></div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://mp.weixin.qq.com/s?__biz=MzA3ODI5NDg0Mw==&mid=2654258819&idx=2&sn=2467b32b1a276c2ef6f32275b21d06f1&chksm=856bfa47862e7a58672f0b41fa20c43ade32a34a74921e666d490d4a062caad612bb14e41df7&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2657152292","content_text":"马斯克和诺兰为什么吵起来了?起因是,诺兰拍了一部新片《奥德赛》,没想到选角出来后,马斯克坐不住了,连发好几条帖子开炮,话说得特别难听:找了个黑人演员演海伦,是“跪舔奥斯卡的评奖规则”,连“在荷马坟头撒尿”、骂人家是“蠕虫”都用上了。不过,最初诺兰没吭声,一个英国历史学家辩驳了几句,也被马斯克顺手骂了一顿。很多人的第一反应是,啊,两个完全不在一个频道的人,竟然隔空吵架。一个是拍出了《记忆碎片》《蝙蝠侠》三部曲、《盗梦空间》《奥本海默》等一系列优秀电影的全球知名导演,另一个是造火箭、造汽车、搞人工智能、全球首富、知名大V的科技新贵;一个在好莱坞扛摄像机,另一个在硅谷做算法,完全不搭边啊。表面看,这是科技圈和电影圈的一次意外碰撞。但我觉得,这不仅是科技与人文的交锋,更是未来谁掌握话语权的博弈。未来,谁有资格定义文化?是花费几年时间创作作品的人?还是掌握全球注意力入口的人?这才是马斯克和诺兰这场争论真正关注的地方。这场在线对喷有一点很尴尬,很多参战的人其实压根就没看过《奥德赛》!电影没上映之前,大家就已经吵完了,吵的不是电影,是热搜标题。一帧画面都没放出来,网上早已经吵翻天了,一半人说马斯克说得对,一半人站在诺兰的角度骂这就是找碴。尤其是咱们国内,实际上8月中旬才正式公映,不看就喷仿佛成了约定俗成。为了写稿,我把将近3个小时的电影完整看了一遍,有史诗感那味儿,就是有点拖沓了,看到马特达蒙总会下意识觉得伯恩又要行动了,看到海伦不是传统选角时,也是有点震惊的。支持诺兰的人认为:电影不是历史复印机,神话本身就是不断被重新解释的东西。反对诺兰的人认为:经典作品不能为了迎合时代而随意改变。说一个词,带节奏。我并不是指马斯克或者诺兰或者历史教授,而是上千万人的大争论在网络世界形成的“带节奏”,这无疑是一股极为庞大的流量。现在一部电影、一个明星、一家店,能不能做得好,好像跟本身的能力、口味、口碑,没有太大关系,反而跟“谁在带节奏”“谁带节奏更大”的关系越来越大。表面看没什么改变,真正改变的是流量逻辑,有个人手里握着喇叭,喇叭比手艺管用。在电影领域,有一个专业术语叫作:分发权大于创作权。早在3年前,几乎跟《奥德赛》一样,《埃及艳后》同样陷入争议。当时Netflix找英国混血黑人演员饰演埃及艳后克利奥帕特拉,预告片发布后就遭到大量抨击,埃及方面甚至有律师发起法律诉讼,希望借此在埃及全境封禁Netflix。回到马斯克和诺兰在线对战。很多人喜欢把这场冲突理解成:科技理性 vs. 人文艺术。有这方面的分析,但不全是。为什么呢,确实,马斯克自己也展示了几分钟的AI片段,做得不算完善,但是已经达到了普通平替的水准了,随着未来技术越来越好,AI成片也会越来越成熟,甚至以假乱真。只不过,马斯克在批评电影的时候,更多表达的其实不是技术语言,比如说这个镜头不符合物理规律,这个历史背景计算错误,并没有,他讨论的一直是:经典有没有被尊重?改编有没有边界?谁有资格重新解释传统?换句话说,讨论的是同一个领域,诺兰是导演,马斯克是观众。其中的区别是,诺兰在电影里表达观点,马斯克在平台上争夺观点。前者在生产内容,后者更直接,在控制注意力。要知道,互联网时代就是注意力经济,注意力本身就是一种权力。一个热搜,一半人在骂,可仔细一看——骂的人压根没看过完整视频,就瞅了一眼标题,事情还没查清楚呢,态度已经站好队了。谁先抢到“说话的位置”,谁就赢了一半,跟东西本身好不好,关系没那么大了。诺兰,拍电影的,花了两三年、砸了两亿多美元,这个叫创作的本事。马斯克,科技新贵,手握X平台,自己就是全球网红,说白了就是超级大喇叭,全世界几亿人都能刷到他说话,这个叫表达的本事。以前谁厉害不好说,但至少在制作领域,肯定是创作者占据绝对主导,影片好不好,得观众买账,专业影评人看了,慢慢讨论出个结果来。现在完全不是这样了,电影还没上映呢,马斯克帖子一发,全世界都加入讨论,这已经不是电影拍得怎么样,而是马斯克说了啥。于是,喇叭干掉了手艺。所以我一直强调,这不仅是科技与人文的交锋,更是谁掌握话语权的博弈。马斯克最大的影响力,不是他懂不懂电影,而是他拥有X,他可以绕过传统媒体、影评体系,直接面对数亿用户,能让上亿人迅速参与到某个热点话题中。再往下挖,这件事的背后逻辑就非常清楚了。一场平静的电影讨论,可能没有多少人关注。但一场“世界首富怒批顶级导演”的冲突,会瞬间制造流量,评论增加了,转发增加了,讨论增加了,平台活跃度增加了,这场讨论的最大受益者是马斯克和X平台,它天然奖励争议。分析这件事,一定要分析马斯克这个人。他是最典型的未来主义者,火星,AI,脑机接口,自动驾驶,尤其是他的形象一直是:打破旧世界,创造新世界。但这一次,他却站到了传统主义的位置。这几年,出现了一个很有意思的变化。很多科技巨头开始进入文化领域。越来越多的时候,一个拥有千万粉丝的人,一条帖子,就可以改变公众讨论方向,这不是简单的专家输了、网红赢了,因为专业体系面对算法时代,也确实遇到了挑战。马斯克这么积极地下场开喷,图什么?他最擅长的是造车、星链、当全球首富,手握X这个超级平台的,但是有一点他一定不行,因为他不是历史学家,更不会拍电影,也不靠这部电影赚钱,那为什么这么做?因为马斯克是X这个平台的老板。背后是平台,是流量,是话语权,是争议热度。这事儿吵得越凶,大家在他这个平台上刷得越勤、吵得越欢,平台就越活跃,平台越活跃,广告费、估值这些跟他自己的钱包直接挂钩的东西,就会噌噌往上涨。说白了,他根本就不是路见不平拔刀相助,或者代表民意去质疑诺兰,他只是在自己家的平台上,点了一把火,挂上了足够量的诱饵,然后期待着愿者上钩,等双方吵架带来了泼天的流量,至少1000万人次参与了这件事的讨论,平台就成了最大的受益者。一条互动1000万人次的讨论,试问全球有哪个平台、哪个个人能达到如此高的流量?应该是极少的。再往下说一个更让人后背发凉的事儿:话语权开始转移。就拿电影来说,以前一个东西好不好,得专家说了算,为什么?文化权威加专业背书,这就足够了。现在这一套流程、这一套逻辑被彻底推翻了,马斯克说,别跟我谈什么历史,别跟我谈什么电影制作,别跟我谈什么情怀,他只需要对着上亿粉丝喊一下,就会吸引全球目光去关注,还真有一大堆人跟着说对对对,马斯克说得对。那个出来说公道话的历史学家呢?没人跟他好好辩论,直接被骂了一顿了事。专家说了不算,网红说了才算。回看这件事,马斯克和诺兰所谓“骂战”的背后,本质上根本就不是一场关于电影的争论,而是一场“科技与人文”的激烈交锋,更是一场到底“谁说了算”的全民争论。电影本身,反而成了这场吵架里最不重要的东西——还没上映,看都没看,就已经给了判断。说到底,这个时代最值钱的东西,已经不是把事儿做好,而是谁先抢到能让所有人都听见的喇叭。但是我依然觉得,任何时代最有价值的,依然是“把事儿做好”,老板好好带领公司发展,导演拍一部好电影,作家写一本好小说,公交车司机好好开车,而不是一味的站在旁边瞎指挥、大声指责,甚至帮倒忙。至少下一次开喷之前,先把3个小时的《奥德赛》看完吧。 —— · END · —— No.7024 原创首发文章|作者 锂铍硼作者简介:12年地产研究者,政经笔杆子,城市街溜子,影视爱好者。开白名单 duanyu_H|投稿 tougao99999 欢迎点看【秦朔朋友圈】","news_type":1,"symbols_score_info":{"FDRV":0.6,"LIT":0.6,"TSLY":0.6,"TSYY":0.6,"TLA":0.6,"07766":0.6,"TEST":0.6,"TSLG":0.6,"TSLR":0.6,"TESL":0.6,"TSLS":0.6,"TSLL":0.6,"09366":0.6,"SMOG":0.6,"TSL":0.6,"07366":0.6,"CRSH":0.6,"IDRV":0.6,"TSLQ":0.6,"09766":0.6,"TSLI":0.6,"TSLA":1.85,"TSLW":0.6,"TSLZ":0.6,"WATS":0.6,"TSII":0.6,"TSLT":0.6,"TSLP":0.6,"X":1.82,"WANT":0.6,"TSLO":0.6,"TSDD":0.6}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200439388164128,"gmtCreate":1689971656950,"gmtModify":1689977014092,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>相信神一样存在马斯克的巨大能力!特斯拉只是他诸多公司中的代表,而且是唯一能代表他水平的上市公司。不能只看Q2的每股收益降低,以及后续可能继续降价导致的收益降低。应该理解马斯克以价换量的英明决策,迅速攻城掠地、占据市场份额然后依靠后续服务赚钱……正在各地纷纷建造的蓄电池厂会在充电、住宅发电等服务上源源不断造血……相信不久的将来,马斯克定会率领特斯拉在世界范围替换掉燃油车、全面普及新能源汽车、甚至普及家庭、工厂、办公用电。特斯拉股价会越来越高,坚定长期持有! 几点建议: 1、请马斯克勿在推特上浪费太多精力,切勿发表任何政治倾向的言论; 2、希望特斯拉汽车能够持续创新,不仅注重外观,车内配置也要高端、新颖、舒适……高中低档车都有,适合各层次人选用; 3、请马斯克研发一种超低空小飞行器推向家庭,作为人们的日常短途出行工具迅速普及。 展望不久的将来:特斯拉汽车在地面道路奔忙行驶、特斯拉家庭通勤小飞行器在低空高楼大厦间往来穿梭……多么美好的画卷! 期待马斯克带领人类走向更高科技文明!!!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>相信神一样存在马斯克的巨大能力!特斯拉只是他诸多公司中的代表,而且是唯一能代表他水平的上市公司。不能只看Q2的每股收益降低,以及后续可能继续降价导致的收益降低。应该理解马斯克以价换量的英明决策,迅速攻城掠地、占据市场份额然后依靠后续服务赚钱……正在各地纷纷建造的蓄电池厂会在充电、住宅发电等服务上源源不断造血……相信不久的将来,马斯克定会率领特斯拉在世界范围替换掉燃油车、全面普及新能源汽车、甚至普及家庭、工厂、办公用电。特斯拉股价会越来越高,坚定长期持有! 几点建议: 1、请马斯克勿在推特上浪费太多精力,切勿发表任何政治倾向的言论; 2、希望特斯拉汽车能够持续创新,不仅注重外观,车内配置也要高端、新颖、舒适……高中低档车都有,适合各层次人选用; 3、请马斯克研发一种超低空小飞行器推向家庭,作为人们的日常短途出行工具迅速普及。 展望不久的将来:特斯拉汽车在地面道路奔忙行驶、特斯拉家庭通勤小飞行器在低空高楼大厦间往来穿梭……多么美好的画卷! 期待马斯克带领人类走向更高科技文明!!!","text":"$特斯拉(TSLA)$ 相信神一样存在马斯克的巨大能力!特斯拉只是他诸多公司中的代表,而且是唯一能代表他水平的上市公司。不能只看Q2的每股收益降低,以及后续可能继续降价导致的收益降低。应该理解马斯克以价换量的英明决策,迅速攻城掠地、占据市场份额然后依靠后续服务赚钱……正在各地纷纷建造的蓄电池厂会在充电、住宅发电等服务上源源不断造血……相信不久的将来,马斯克定会率领特斯拉在世界范围替换掉燃油车、全面普及新能源汽车、甚至普及家庭、工厂、办公用电。特斯拉股价会越来越高,坚定长期持有! 几点建议: 1、请马斯克勿在推特上浪费太多精力,切勿发表任何政治倾向的言论; 2、希望特斯拉汽车能够持续创新,不仅注重外观,车内配置也要高端、新颖、舒适……高中低档车都有,适合各层次人选用; 3、请马斯克研发一种超低空小飞行器推向家庭,作为人们的日常短途出行工具迅速普及。 展望不久的将来:特斯拉汽车在地面道路奔忙行驶、特斯拉家庭通勤小飞行器在低空高楼大厦间往来穿梭……多么美好的画卷! 期待马斯克带领人类走向更高科技文明!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/200439388164128","isVote":1,"tweetType":1,"viewCount":7127,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010315","authorId":"10000000000010315","name":"阿咕咕咕","avatar":"https://static.tigerbbs.com/2606e3cd397da8516df1376d1b260ebf","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010315","authorIdStr":"10000000000010315"},"content":"特斯拉的创新带来无限想象,期待马斯克带来更多令人振奋的发展噢","text":"特斯拉的创新带来无限想象,期待马斯克带来更多令人振奋的发展噢","html":"特斯拉的创新带来无限想象,期待马斯克带来更多令人振奋的发展噢"},{"author":{"id":"10000000000010317","authorId":"10000000000010317","name":"俯瞰繁华","avatar":"https://static.tigerbbs.com/3bf13db70d947837660ca66bb9b8e299","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010317","authorIdStr":"10000000000010317"},"content":"马斯克的创造力将推动特斯拉股价不断攀升!我要持股不放","text":"马斯克的创造力将推动特斯拉股价不断攀升!我要持股不放","html":"马斯克的创造力将推动特斯拉股价不断攀升!我要持股不放"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664135881,"gmtCreate":1667858610543,"gmtModify":1667870777184,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":"不希望马斯克浪费精力在推特的管理上、不要涉足政治!他一心一意搞他的星际探索、发明创造就好!否则,再伟大的科学家一旦政治思想意识不对,也会导致声誉受损甚至影响命运前途!!!","listText":"不希望马斯克浪费精力在推特的管理上、不要涉足政治!他一心一意搞他的星际探索、发明创造就好!否则,再伟大的科学家一旦政治思想意识不对,也会导致声誉受损甚至影响命运前途!!!","text":"不希望马斯克浪费精力在推特的管理上、不要涉足政治!他一心一意搞他的星际探索、发明创造就好!否则,再伟大的科学家一旦政治思想意识不对,也会导致声誉受损甚至影响命运前途!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/664135881","repostId":"1193477816","repostType":4,"isVote":1,"tweetType":1,"viewCount":6127,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000449","authorId":"9000000000000449","name":"洗头用漂柔","avatar":"https://static.tigerbbs.com/df289f2ed3e9dd16f17884a074e50cf8","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000449","authorIdStr":"9000000000000449"},"content":"我最希望看到马斯克帮助实现太空殖民,我们真能在他预期时间内前往火星吗?期待中……","text":"我最希望看到马斯克帮助实现太空殖民,我们真能在他预期时间内前往火星吗?期待中……","html":"我最希望看到马斯克帮助实现太空殖民,我们真能在他预期时间内前往火星吗?期待中……"},{"author":{"id":"10000000000010280","authorId":"10000000000010280","name":"爱旅行的萌妹子一枚","avatar":"https://static.tigerbbs.com/ebb0d05cf469c550f0f7655158007fc5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010280","authorIdStr":"10000000000010280"},"content":"虽说马斯克可以只管大方向,但这么多公司加起来,称得上重要事项的事情也绝不会少,他真的不会犯错吗?","text":"虽说马斯克可以只管大方向,但这么多公司加起来,称得上重要事项的事情也绝不会少,他真的不会犯错吗?","html":"虽说马斯克可以只管大方向,但这么多公司加起来,称得上重要事项的事情也绝不会少,他真的不会犯错吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201453227687960,"gmtCreate":1690209669081,"gmtModify":1690211380037,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":"对印度政府的诚信存在质疑,毕竟已有很多外资企业在印度折戈,甚至被印度政府用各种借口近乎杀鸡取卵。担忧马斯克步入后尘,希望马斯克不要和印度政府合作!","listText":"对印度政府的诚信存在质疑,毕竟已有很多外资企业在印度折戈,甚至被印度政府用各种借口近乎杀鸡取卵。担忧马斯克步入后尘,希望马斯克不要和印度政府合作!","text":"对印度政府的诚信存在质疑,毕竟已有很多外资企业在印度折戈,甚至被印度政府用各种借口近乎杀鸡取卵。担忧马斯克步入后尘,希望马斯克不要和印度政府合作!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/201453227687960","repostId":"2353638913","repostType":2,"repost":{"id":"2353638913","kind":"news","pubTimestamp":1690207992,"share":"https://www.laohunote.com/m/news/2353638913?lang=zh_CN&edition=full","pubTime":"2023-07-24 22:13","market":"us","language":"zh","title":"特斯拉代表将赴印度谈判,讨论在印建厂2.4万美元新车计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2353638913","media":"新浪科技","summary":"北京时间7月24日晚间消息,据报道,两位知情人士今日称,$特斯拉 $的代表将于本月晚些时候会见印度商务部长,讨论建造汽车工厂事宜,以生产一款全新的价值2.4万美元的电动汽车。本月早些时候,又有报道称特斯拉准备在印度建造一家工厂,以生产2.4万美元的电动汽车。特斯拉觊觎印度市场已久。而这次会谈将是特斯拉和印度政府自6月份以来进行的最高级别的讨论。","content":"<html><head></head><body><p>北京时间7月24日晚间消息,据报道,两位知情人士今日称,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的代表将于本月晚些时候会见印度商务部长,讨论建造汽车工厂事宜,以生产一款全新的价值2.4万美元的电动汽车。</p><p>这两位知情人士称,特斯拉已表示有兴趣在印度建立一家汽车工厂,生产低成本电动汽车。该车型既在印度市场销售,也将出口到其他国家。本月晚些时候,特斯拉的代表将在新德里会见印度政府官员,包括商务部长Piyush Goyal,讨论建立电动汽车供应链和工厂土地分配等问题。</p><p>今年5月就有消息称,特斯拉已提议在印度建立一家汽车制造工厂,所生产汽车既在印度本土销售,也面向国际市场出口。本月早些时候,又有报道称特斯拉准备在印度建造一家工厂,以生产2.4万美元的电动汽车。</p><p>特斯拉觊觎印度市场已久。早在2021年2月,特斯拉就在印度注册了一家公司,向进军印度市场迈出了一步。据当时预计,特斯拉最快可能在2021年进入印度市场。但由于特斯拉与印度政府关于税收优惠的谈判迟迟未果,特斯拉进军进度市场的计划一直拖延至今。</p><p>而这次会谈将是特斯拉和印度政府自6月份以来进行的最高级别的讨论。上个月,特斯拉CEO埃隆·马斯克会见了印度总理莫迪,并表示计划在印度进行重大投资。</p><p>如果消息属实,2.4万美元的电动汽车将比特斯拉目前售价最低的Model 3车型便宜25%。当前,Model 3的售价略高于32200美元。</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>特斯拉代表将赴印度谈判,讨论在印建厂2.4万美元新车计划</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; 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class=\"title\">\n特斯拉代表将赴印度谈判,讨论在印建厂2.4万美元新车计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-24 22:13 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2023-07-24/doc-imzcvexm8639491.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间7月24日晚间消息,据报道,两位知情人士今日称,特斯拉的代表将于本月晚些时候会见印度商务部长,讨论建造汽车工厂事宜,以生产一款全新的价值2.4万美元的电动汽车。这两位知情人士称,特斯拉已表示有兴趣在印度建立一家汽车工厂,生产低成本电动汽车。该车型既在印度市场销售,也将出口到其他国家。本月晚些时候,特斯拉的代表将在新德里会见印度政府官员,包括商务部长Piyush Goyal,讨论建立电动汽车...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-07-24/doc-imzcvexm8639491.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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2063271972.USD":"富兰克林创新领域基金","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0719512351.SGD":"JPMorgan Funds - US Technology A 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ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-07-24/doc-imzcvexm8639491.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2353638913","content_text":"北京时间7月24日晚间消息,据报道,两位知情人士今日称,特斯拉的代表将于本月晚些时候会见印度商务部长,讨论建造汽车工厂事宜,以生产一款全新的价值2.4万美元的电动汽车。这两位知情人士称,特斯拉已表示有兴趣在印度建立一家汽车工厂,生产低成本电动汽车。该车型既在印度市场销售,也将出口到其他国家。本月晚些时候,特斯拉的代表将在新德里会见印度政府官员,包括商务部长Piyush Goyal,讨论建立电动汽车供应链和工厂土地分配等问题。今年5月就有消息称,特斯拉已提议在印度建立一家汽车制造工厂,所生产汽车既在印度本土销售,也面向国际市场出口。本月早些时候,又有报道称特斯拉准备在印度建造一家工厂,以生产2.4万美元的电动汽车。特斯拉觊觎印度市场已久。早在2021年2月,特斯拉就在印度注册了一家公司,向进军印度市场迈出了一步。据当时预计,特斯拉最快可能在2021年进入印度市场。但由于特斯拉与印度政府关于税收优惠的谈判迟迟未果,特斯拉进军进度市场的计划一直拖延至今。而这次会谈将是特斯拉和印度政府自6月份以来进行的最高级别的讨论。上个月,特斯拉CEO埃隆·马斯克会见了印度总理莫迪,并表示计划在印度进行重大投资。如果消息属实,2.4万美元的电动汽车将比特斯拉目前售价最低的Model 3车型便宜25%。当前,Model 3的售价略高于32200美元。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":6255,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101559114389140","authorId":"4101559114389140","name":"特斯拉股东","avatar":"https://static.tigerbbs.com/a63aee8c3f209633ecd5c81f118b636a","crmLevel":7,"crmLevelSwitch":0,"idStr":"4101559114389140","authorIdStr":"4101559114389140"},"content":"会不会是那些外企自己屁股不干净。。。小米vivo都被印度处罚了,可是三星没有,想都知道咋回事。","text":"会不会是那些外企自己屁股不干净。。。小米vivo都被印度处罚了,可是三星没有,想都知道咋回事。","html":"会不会是那些外企自己屁股不干净。。。小米vivo都被印度处罚了,可是三星没有,想都知道咋回事。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200401555873944,"gmtCreate":1689950992485,"gmtModify":1689951006509,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>坚定持有特斯拉!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>坚定持有特斯拉!","text":"$特斯拉(TSLA)$ 坚定持有特斯拉!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/200401555873944","isVote":1,"tweetType":1,"viewCount":3971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574506137207384,"gmtCreate":1781274164633,"gmtModify":1781274310240,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a>盯着快1个小时了,到底几点才能开始买卖?","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a>盯着快1个小时了,到底几点才能开始买卖?","text":"$SpaceX(SPCX)$ 盯着快1个小时了,到底几点才能开始买卖?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574506137207384","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568889291408568,"gmtCreate":1779893270917,"gmtModify":1779894060100,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":"拿捏🤏特朗普政府,马斯克牛逼!!!","listText":"拿捏🤏特朗普政府,马斯克牛逼!!!","text":"拿捏🤏特朗普政府,马斯克牛逼!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568889291408568","repostId":"2638154002","repostType":2,"repost":{"id":"2638154002","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1779827195,"share":"https://www.laohunote.com/m/news/2638154002?lang=zh_CN&edition=full","pubTime":"2026-05-27 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":{"TSLS":"1倍做空TSLA ETF-Direxion","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","TSLT":"2倍做多TSLA ETF-T-Rex","BK4588":"碎股","BK4550":"红杉资本持仓","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","TSLW":"TSLA周配息ETF-Roundhill","LU2063271972.USD":"富兰克林创新领域基金","LU0823411888.USD":"法巴消费创新基金 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ETF-GraniteShares","SG9999015978.USD":"利安颠覆性创新基金A"},"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":{"TLA":0.6,"TEST":0.6,"TESL":0.6,"DXYZ":1.71,"09766":0.6,"TSLA":1.75,"TSLT":0.6,"07766":0.6,"TSLZ":0.6,"09366":0.6,"TSDD":0.6,"TSLO":0.6,"TSLS":0.6,"CRSH":0.6,"TSLR":0.6,"TSYY":0.6,"TSLP":0.6,"TSLG":0.6,"TSLL":0.6,"TSLI":0.6,"TSL":0.6,"07366":0.6,"UFO":0.6,"TSLQ":0.6,"TSII":0.6,"TSLW":0.6,"TSLY":0.6}},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551238873560728,"gmtCreate":1775601663175,"gmtModify":1775613130909,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":"伟大的马斯克,牛逼!","listText":"伟大的马斯克,牛逼!","text":"伟大的马斯克,牛逼!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551238873560728","repostId":"2625554049","repostType":2,"repost":{"id":"2625554049","kind":"news","pubTimestamp":1775568131,"share":"https://www.laohunote.com/m/news/2625554049?lang=zh_CN&edition=full","pubTime":"2026-04-07 21:22","market":"sh","language":"zh","title":"从“马斯克信仰”到商业航天狂欢! SpaceX超级IPO引爆太空股投资狂潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2625554049","media":"智通财经","summary":"“马斯克信仰”把SpaceX估值抬至天际美国银行汇编的一篮子美国太空股票——这些公司是太空竞赛中的关键参与者和潜在受益者——今年已大幅上涨23%,相比之下,标普500指数下跌3.4%,纳斯达克100指数下跌4.2%。据知情人士透露,SpaceX的上市最早可能于6月进行,此前该公司已秘密提交IPO申请,并将目标估值提高到2万亿美元以上。SpaceX计划发射惊人的100万颗卫星,这些卫星将充当分布式太空级别云计算超级服务器系统。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>掌舵者兼全球首富埃隆·马斯克旗下的全球太空探索领军者SpaceX即将上市,引发全球资金涌向那些经营规模相比于SpaceX而言较小的那些与广义上商业<a href=\"https://laohu8.com/S/000901\">航天</a>领域密切相关联的最前沿太空探索企业,<strong>全球股票市场投资者们急于寻找能够搭上这家可能成为股票史上最大规模IPO上市交易的“顺风车”的方式。</strong></p><p>根据机构汇编的一项统计数据,市值约4.15亿美元的<a href=\"https://laohu8.com/S/UFO\">Procure Space ETF</a>(美股市场ETF代码:UFO)在今年第一季度吸引了近1.75亿美元资金流入,创下其自2019年成立以来的最大规模资金流入纪录。<strong>随着投资者们寻找切入SpaceX——这家从事太空探索、卫星通信和前沿人工智能技术科技巨头且已成为近年来最受期待的首次公开募股公司的投资途径,这股创纪录资金流涌入随之而来。</strong></p><p>“围绕着有可能参与一家万亿美元级IPO的那种特殊亢奋情绪,确实正在产生一系列影响。”来自Osaic Holdings的首席市场策略师Philip Blancato表示。Osaic Holdings是该ETF的第15大机构类型ETF持有者。他还表示,他所在的投资顾问公司正看到投资者们对于获得SpaceX投资与长期配置敞口的无比强劲需求。</p><p><img src=\"https://img.zhitongcaijing.com/image/20260407/1775568192706664.png\" title=\"1775568192706664.png\"/></p><p>如上图所示,Procure Space ETF季度资金流入飙升至创纪录高位附近。</p><p>Blancato表示,即便是在五年前,投资这家UFO ETF在他看来也会是一个“彻底疯狂”的想法。不过,他补充称,随着全球政府刺激举措预计将推动商业<a href=\"https://laohu8.com/S/00031\">航天</a>领域加速发展,这种情况已经发生了显著变化。</p><p><strong>“马斯克信仰”把SpaceX估值抬至天际</strong></p><p>美国银行汇编的一篮子美国太空股票——这些公司是太空竞赛中的关键参与者和潜在受益者——今年已大幅上涨23%,相比之下,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数下跌3.4%,纳斯达克100指数下跌4.2%。</p><p><img src=\"https://img.zhitongcaijing.com/image/20260407/1775568207839037.png\" title=\"1775568207839037.png\"/></p><p>如上图所示,年初至今,一篮子的太空股衡量指数大幅跑赢标普与纳指。</p><p>在美国银行这篮子股票中,<strong>涨幅百分比最大的是太空探索企业<a href=\"https://laohu8.com/S/SATL\">Satellogic</a> Inc.。这家公司利用卫星绘制地球地图,获得了史蒂文·姆努钦旗下Liberty Strategic Capital以及Cantor Fitzgerald LP的资金支持——后者是由美国商务部长霍华德·卢特尼克的子女掌管的美国投资银行。该股今年已大幅飙升近280%</strong>。其他大涨个股还包括卫星通信公司Iridium Communications Inc.以及Planet Labs PBC。</p><p>据知情人士透露,SpaceX的上市最早可能于6月进行,此前该公司已秘密提交IPO申请,并将目标估值提高到2万亿美元以上。</p><p>投资埃隆·马斯克所创立的科技公司——无论是特斯拉、SpaceX还是已经与SpaceX合并的xAI,与其说是押注财务基本面表现跑赢市场,不如说是在为他本人对未来的增长愿景投下信任票。<strong>当前最典型的“马斯克信仰”案例正是SpaceX,投资者们通过特斯拉以及<a href=\"https://laohu8.com/S/DXYZ\">Destiny</a> Tech 100ETF蜂拥布局与SpaceX相关联的资产,并不只是今天的卫星宽带<a href=\"https://laohu8.com/S/00776\">帝国</a>与火箭发射业务,而是在为“100万颗卫星、超大规模太空云服务器、太阳能驱动的太空轨道AI算力体系、甚至月球卫星工厂”,乃至卡尔达舍夫II型文明这样的远期蓝图支付高额溢价。</strong></p><p>随着全球AI数据中心的最大瓶颈正在从“AI芯片”转向“电力系统与部署”,SpaceX叙事系统里“把数据中心送上太空轨道、用太阳能供电”的构想,<strong>正在进入工程化试错期,资本市场迫切需要规模更大、更稳定的资本池与更统一的组织边界。在马斯克的AI算力基础设施规划中,随着人工智能热潮开始受到越来越大规模的基础设施和能源供应的瓶颈,人工智能的下一次重大飞跃可能不会发生在陆地上,而是在太空上。</strong></p><p>SpaceX计划发射惊人的100万颗卫星,这些卫星将充当分布式太空级别云计算超级服务器系统。这些位于太空的轨道数据中心据称将利用太阳能来处理天量级别的人工智能工作负载。<strong>马斯克认为,为了实现这一目标,未来迫切需要在月球上建一座超级卫星工厂,在月球实现月球电磁弹射AI超级卫星。毫无疑问,他的这些类似好莱坞科幻大片的天马行空般愿景将需要大量现金——而潜在的SpaceX首次公开募股(IPO)正是庞大资金来源所在。</strong></p><p>SpaceX考虑在6月(马斯克生日附近)上市,融资额可能高达500亿美元,或成为史上规模最大的IPO。预计估值最高有望达到惊人的2万亿美元,超过特斯拉当前的约1.3万亿美元。而特斯拉、SpaceX以及xAI“三合一”铸就“马斯克超级商业帝国”,可能是马斯克创立的这三家公司的最终宿命。</p><p>随着马斯克近期频繁释放出关于太空AI数据中心、大规模储能、人工智能、完全自动驾驶(FSD)、Robotaxi以及革新式的“擎天柱”(Optimus)人形机器人方面的积极进展,<strong>这位世界首富似乎在把“商业航天系统+星链卫星通信+太空AI算力系统/AI大模型+能源/储能+电动汽车+自动驾驶+机器人制造”串成一条可融资、可讲清楚的“超级垂直一体化资产链”,以便在资本市场与产业端同时放大杠杆。能把“AI、通信、航天、能源、机器人”这些全球最热门投资主题或者叙事统一成一个“全栈超级前沿科技基础设施平台”,对超大规模的SpaceX IPO定价、拔高特斯拉估值、前中期IPO路演、投资者结构无疑都有重大帮助</strong>。</p><p><strong>太空竞赛2.0时代到来!</strong></p><p>“每年发射1百万吨级的卫星,每颗卫星配备100千瓦的功率,即可每年新增100吉瓦的人工智能计算能力,且无需任何运营或维护成本,并通过高带宽激光器连接到星链<a href=\"https://laohu8.com/S/STZ\">星座</a>。<strong>更进一步,可以在月球上建造卫星工厂,并使用质量驱动器(电磁轨道炮)将人工智能卫星加速到月球逃逸速度,而无需火箭。这将使人工智能计算能力达到每年超过100太瓦,并推动人类向卡尔达舍夫II型文明(Kardashev II civilization)迈出重要一步。”马斯克近期在X上的一份帖子中向粉丝们回应道。</strong></p><p>此次上市正值全球股票市场对太空探索的热情猛烈升温之际。搭载4名宇航员的NASA“阿尔忒弥斯II”飞船进行了50多年来首次飞向月球的个人航行轨迹。截至当地时间周一,他们在太空中飞行的距离超过了历史上任何宇航员。</p><p><strong>与此同时,美国和中国政府都在投入数十亿美元级别的天量资金,试图将人类重新送上月球并且竭尽全力支持所有规模的商业航天类科技企业积极探索太空,从而推动整个商业航天领域的投资规模大幅升温。</strong></p><p>美国云计算与电商领军者<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>公司最近获得美国联邦通信委员会批准,可在其计划中的卫星星座基础上再增加约4500颗卫星——使总数增至仅仅略低于8000颗。目前已发射约200颗卫星,整个卫星群预计将在2029年前全部投入卫星网络运营服务。与此同时,中国也在打造自己的两个超大规模低地球轨道网络:一个用于政府和安全用途,另一个面向国际市场客户,计划中的卫星总数则达到数万颗。</p><p>尽管SpaceX上市时将在卫星通信与潜在的太空AI数据中心领域形成一种实质性的垄断,但其资金雄厚的对手拥有侵蚀马斯克护城河的能力与资源。比如中国的商业航天计划得到多个国家关联实体支持,这应会增强其成功概率。就亚马逊而言,其用户终端的设计以低生产成本为导向,如果它把这些节省下来的成本转嫁给消费者们,从而以更低价格挑战Starlink,它就可能获得市场立足点。</p><p>“<strong>我们眼下确实正在经历一场真正的全球太空竞赛2.0时代,争夺的是谁将率先开始在月球上建立永久的太空基础设施体系。</strong>”管理UFO ETF的ProcureAM首席执行官Andrew Chanin表示。通过查理·埃尔根旗下卫星和互联网服务提供商EchoStar Corp.,该基金已经对SpaceX拥有一定规模配置敞口,后者持有这家马斯克旗下太空探索企业的一小部分股份。</p><p>Chanin表示,尽管太空旅游——包括亚马逊公司创始人杰夫·贝索斯旗下Blue Origin以及理查德·布兰森创立的Virgin Galactic Holdings Inc.所做出的高调尝试在几年前曾吸引了一些投资者的浓厚兴趣,但市场对于太空企业的关注点已经转向卫星通信,以及太空级别的超大规模AI数据中心和月球基础设施等新兴领域。</p><p><strong>此外,这个行业还与另一个近年来稳步成为投资者宠儿的板块存在重大重叠——国防军工领域。</strong></p><p><strong>“你现在打造的已不再是枪炮和炸弹,”Blancato表示。“你打造的是一整套基于卫星的太空基础设施和高端无人机,这与我们过去所做的非常不同。”</strong></p><p>NASA“阿尔忒弥斯II”登月任务的主要承包商包括波音公司、洛克希德·马丁公司、诺斯罗普·格鲁曼公司以及<a href=\"https://laohu8.com/S/LHX\">L3Harris Technologies Inc</a>.——它们同时也是美国军方的最主要国防军工系统承包商。</p><p>不过,市场观察人士们普遍指出,SpaceX即将登陆公开市场,以及马斯克的个人明星效应,才是推动投资者对该板块兴趣激增的最核心驱动因素。</p><p>“全球最有钱的这位富豪正在积极投资太空探索领域这一重大事实,正赋予全球商业航天行业数十年来未曾拥有过的史无前例关注度。”Miller Tabak + Co.首席市场策略师Matt Maley表示。</p><p>毋庸置疑的是,<strong>马斯克信仰能制造极强的估值扩张与筹资能力,但股价能否走成长期超级牛市,最终仍取决于愿景能否不断转化为新的可验证里程碑。</strong>SpaceX当前面临的“投资者忠诚与耐久性测试”就很典型:亚马逊Kuiper以及亚马逊正就收购卫星通信运营巨头<a href=\"https://laohu8.com/S/GSAT\">全球星</a>(GSAT.US)展开谈判、中国低轨卫星网络、欧洲主权替代方案都在侵蚀Starlink的准垄断地位;根据初步的估值测算,若Starlink对应约7000亿美元估值,<strong>则到2030年可能需要实现约390亿美元EBITDA才能较充分支撑这一估值,明显高于一些乐观预测。也就是说,信仰可以先把估值送上天,但业绩和竞争会决定它能不能持续留在天上</strong>。</p></body></html>","source":"stock_zhitongcaijing","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>从“马斯克信仰”到商业航天狂欢! SpaceX超级IPO引爆太空股投资狂潮</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; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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从“马斯克信仰”到商业航天狂欢! SpaceX超级IPO引爆太空股投资狂潮\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-07 21:22 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1425599.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,特斯拉掌舵者兼全球首富埃隆·马斯克旗下的全球太空探索领军者SpaceX即将上市,引发全球资金涌向那些经营规模相比于SpaceX而言较小的那些与广义上商业航天领域密切相关联的最前沿太空探索企业,全球股票市场投资者们急于寻找能够搭上这家可能成为股票史上最大规模IPO上市交易的“顺风车”的方式。根据机构汇编的一项统计数据,市值约4.15亿美元的Procure Space ETF(美股...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1425599.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1425599.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2625554049","content_text":"智通财经APP获悉,特斯拉掌舵者兼全球首富埃隆·马斯克旗下的全球太空探索领军者SpaceX即将上市,引发全球资金涌向那些经营规模相比于SpaceX而言较小的那些与广义上商业航天领域密切相关联的最前沿太空探索企业,全球股票市场投资者们急于寻找能够搭上这家可能成为股票史上最大规模IPO上市交易的“顺风车”的方式。根据机构汇编的一项统计数据,市值约4.15亿美元的Procure Space ETF(美股市场ETF代码:UFO)在今年第一季度吸引了近1.75亿美元资金流入,创下其自2019年成立以来的最大规模资金流入纪录。随着投资者们寻找切入SpaceX——这家从事太空探索、卫星通信和前沿人工智能技术科技巨头且已成为近年来最受期待的首次公开募股公司的投资途径,这股创纪录资金流涌入随之而来。“围绕着有可能参与一家万亿美元级IPO的那种特殊亢奋情绪,确实正在产生一系列影响。”来自Osaic Holdings的首席市场策略师Philip Blancato表示。Osaic Holdings是该ETF的第15大机构类型ETF持有者。他还表示,他所在的投资顾问公司正看到投资者们对于获得SpaceX投资与长期配置敞口的无比强劲需求。如上图所示,Procure Space ETF季度资金流入飙升至创纪录高位附近。Blancato表示,即便是在五年前,投资这家UFO ETF在他看来也会是一个“彻底疯狂”的想法。不过,他补充称,随着全球政府刺激举措预计将推动商业航天领域加速发展,这种情况已经发生了显著变化。“马斯克信仰”把SpaceX估值抬至天际美国银行汇编的一篮子美国太空股票——这些公司是太空竞赛中的关键参与者和潜在受益者——今年已大幅上涨23%,相比之下,标普500指数下跌3.4%,纳斯达克100指数下跌4.2%。如上图所示,年初至今,一篮子的太空股衡量指数大幅跑赢标普与纳指。在美国银行这篮子股票中,涨幅百分比最大的是太空探索企业Satellogic Inc.。这家公司利用卫星绘制地球地图,获得了史蒂文·姆努钦旗下Liberty Strategic Capital以及Cantor Fitzgerald LP的资金支持——后者是由美国商务部长霍华德·卢特尼克的子女掌管的美国投资银行。该股今年已大幅飙升近280%。其他大涨个股还包括卫星通信公司Iridium Communications Inc.以及Planet Labs PBC。据知情人士透露,SpaceX的上市最早可能于6月进行,此前该公司已秘密提交IPO申请,并将目标估值提高到2万亿美元以上。投资埃隆·马斯克所创立的科技公司——无论是特斯拉、SpaceX还是已经与SpaceX合并的xAI,与其说是押注财务基本面表现跑赢市场,不如说是在为他本人对未来的增长愿景投下信任票。当前最典型的“马斯克信仰”案例正是SpaceX,投资者们通过特斯拉以及Destiny Tech 100ETF蜂拥布局与SpaceX相关联的资产,并不只是今天的卫星宽带帝国与火箭发射业务,而是在为“100万颗卫星、超大规模太空云服务器、太阳能驱动的太空轨道AI算力体系、甚至月球卫星工厂”,乃至卡尔达舍夫II型文明这样的远期蓝图支付高额溢价。随着全球AI数据中心的最大瓶颈正在从“AI芯片”转向“电力系统与部署”,SpaceX叙事系统里“把数据中心送上太空轨道、用太阳能供电”的构想,正在进入工程化试错期,资本市场迫切需要规模更大、更稳定的资本池与更统一的组织边界。在马斯克的AI算力基础设施规划中,随着人工智能热潮开始受到越来越大规模的基础设施和能源供应的瓶颈,人工智能的下一次重大飞跃可能不会发生在陆地上,而是在太空上。SpaceX计划发射惊人的100万颗卫星,这些卫星将充当分布式太空级别云计算超级服务器系统。这些位于太空的轨道数据中心据称将利用太阳能来处理天量级别的人工智能工作负载。马斯克认为,为了实现这一目标,未来迫切需要在月球上建一座超级卫星工厂,在月球实现月球电磁弹射AI超级卫星。毫无疑问,他的这些类似好莱坞科幻大片的天马行空般愿景将需要大量现金——而潜在的SpaceX首次公开募股(IPO)正是庞大资金来源所在。SpaceX考虑在6月(马斯克生日附近)上市,融资额可能高达500亿美元,或成为史上规模最大的IPO。预计估值最高有望达到惊人的2万亿美元,超过特斯拉当前的约1.3万亿美元。而特斯拉、SpaceX以及xAI“三合一”铸就“马斯克超级商业帝国”,可能是马斯克创立的这三家公司的最终宿命。随着马斯克近期频繁释放出关于太空AI数据中心、大规模储能、人工智能、完全自动驾驶(FSD)、Robotaxi以及革新式的“擎天柱”(Optimus)人形机器人方面的积极进展,这位世界首富似乎在把“商业航天系统+星链卫星通信+太空AI算力系统/AI大模型+能源/储能+电动汽车+自动驾驶+机器人制造”串成一条可融资、可讲清楚的“超级垂直一体化资产链”,以便在资本市场与产业端同时放大杠杆。能把“AI、通信、航天、能源、机器人”这些全球最热门投资主题或者叙事统一成一个“全栈超级前沿科技基础设施平台”,对超大规模的SpaceX IPO定价、拔高特斯拉估值、前中期IPO路演、投资者结构无疑都有重大帮助。太空竞赛2.0时代到来!“每年发射1百万吨级的卫星,每颗卫星配备100千瓦的功率,即可每年新增100吉瓦的人工智能计算能力,且无需任何运营或维护成本,并通过高带宽激光器连接到星链星座。更进一步,可以在月球上建造卫星工厂,并使用质量驱动器(电磁轨道炮)将人工智能卫星加速到月球逃逸速度,而无需火箭。这将使人工智能计算能力达到每年超过100太瓦,并推动人类向卡尔达舍夫II型文明(Kardashev II civilization)迈出重要一步。”马斯克近期在X上的一份帖子中向粉丝们回应道。此次上市正值全球股票市场对太空探索的热情猛烈升温之际。搭载4名宇航员的NASA“阿尔忒弥斯II”飞船进行了50多年来首次飞向月球的个人航行轨迹。截至当地时间周一,他们在太空中飞行的距离超过了历史上任何宇航员。与此同时,美国和中国政府都在投入数十亿美元级别的天量资金,试图将人类重新送上月球并且竭尽全力支持所有规模的商业航天类科技企业积极探索太空,从而推动整个商业航天领域的投资规模大幅升温。美国云计算与电商领军者亚马逊公司最近获得美国联邦通信委员会批准,可在其计划中的卫星星座基础上再增加约4500颗卫星——使总数增至仅仅略低于8000颗。目前已发射约200颗卫星,整个卫星群预计将在2029年前全部投入卫星网络运营服务。与此同时,中国也在打造自己的两个超大规模低地球轨道网络:一个用于政府和安全用途,另一个面向国际市场客户,计划中的卫星总数则达到数万颗。尽管SpaceX上市时将在卫星通信与潜在的太空AI数据中心领域形成一种实质性的垄断,但其资金雄厚的对手拥有侵蚀马斯克护城河的能力与资源。比如中国的商业航天计划得到多个国家关联实体支持,这应会增强其成功概率。就亚马逊而言,其用户终端的设计以低生产成本为导向,如果它把这些节省下来的成本转嫁给消费者们,从而以更低价格挑战Starlink,它就可能获得市场立足点。“我们眼下确实正在经历一场真正的全球太空竞赛2.0时代,争夺的是谁将率先开始在月球上建立永久的太空基础设施体系。”管理UFO ETF的ProcureAM首席执行官Andrew Chanin表示。通过查理·埃尔根旗下卫星和互联网服务提供商EchoStar Corp.,该基金已经对SpaceX拥有一定规模配置敞口,后者持有这家马斯克旗下太空探索企业的一小部分股份。Chanin表示,尽管太空旅游——包括亚马逊公司创始人杰夫·贝索斯旗下Blue Origin以及理查德·布兰森创立的Virgin Galactic Holdings Inc.所做出的高调尝试在几年前曾吸引了一些投资者的浓厚兴趣,但市场对于太空企业的关注点已经转向卫星通信,以及太空级别的超大规模AI数据中心和月球基础设施等新兴领域。此外,这个行业还与另一个近年来稳步成为投资者宠儿的板块存在重大重叠——国防军工领域。“你现在打造的已不再是枪炮和炸弹,”Blancato表示。“你打造的是一整套基于卫星的太空基础设施和高端无人机,这与我们过去所做的非常不同。”NASA“阿尔忒弥斯II”登月任务的主要承包商包括波音公司、洛克希德·马丁公司、诺斯罗普·格鲁曼公司以及L3Harris Technologies Inc.——它们同时也是美国军方的最主要国防军工系统承包商。不过,市场观察人士们普遍指出,SpaceX即将登陆公开市场,以及马斯克的个人明星效应,才是推动投资者对该板块兴趣激增的最核心驱动因素。“全球最有钱的这位富豪正在积极投资太空探索领域这一重大事实,正赋予全球商业航天行业数十年来未曾拥有过的史无前例关注度。”Miller Tabak + Co.首席市场策略师Matt Maley表示。毋庸置疑的是,马斯克信仰能制造极强的估值扩张与筹资能力,但股价能否走成长期超级牛市,最终仍取决于愿景能否不断转化为新的可验证里程碑。SpaceX当前面临的“投资者忠诚与耐久性测试”就很典型:亚马逊Kuiper以及亚马逊正就收购卫星通信运营巨头全球星(GSAT.US)展开谈判、中国低轨卫星网络、欧洲主权替代方案都在侵蚀Starlink的准垄断地位;根据初步的估值测算,若Starlink对应约7000亿美元估值,则到2030年可能需要实现约390亿美元EBITDA才能较充分支撑这一估值,明显高于一些乐观预测。也就是说,信仰可以先把估值送上天,但业绩和竞争会决定它能不能持续留在天上。","news_type":1,"symbols_score_info":{"TSLP":0.6,"TSL":0.6,"TSLL":0.6,"DXYZ":1.85,"TSLQ":0.6,"TSLO":0.6,"UFO":1.91,"CRSH":0.6,"TSLS":0.6,"TSLT":0.6,"TSYY":0.6,"TSLR":0.6,"TSLI":0.6,"TESL":0.6,"07766":0.6,"TSLW":0.6,"TSLA":1.87,"TLA":0.6,"TSLG":0.6,"TSII":0.6,"TEST":0.6,"TSDD":0.6,"TSLY":0.6,"TSLZ":0.6}},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263702167290008,"gmtCreate":1705416184076,"gmtModify":1705465591680,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>坚定看好特斯拉,逢低买入。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>坚定看好特斯拉,逢低买入。","text":"$特斯拉(TSLA)$ 坚定看好特斯拉,逢低买入。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/263702167290008","isVote":1,"tweetType":1,"viewCount":2992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197656972120168,"gmtCreate":1689285789708,"gmtModify":1689285830426,"author":{"id":"3575976626277268","authorId":"3575976626277268","name":"天使不堕落","avatar":"https://static.tigerbbs.com/2e5a00be19677cc4772861f7426642d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575976626277268","authorIdStr":"3575976626277268"},"themes":[],"title":"","htmlText":"劝马斯克不要和印度人打交道,一个惯于杀鸡取卵的强盗政府是改不了本性的!别和烂人纠缠!","listText":"劝马斯克不要和印度人打交道,一个惯于杀鸡取卵的强盗政府是改不了本性的!别和烂人纠缠!","text":"劝马斯克不要和印度人打交道,一个惯于杀鸡取卵的强盗政府是改不了本性的!别和烂人纠缠!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197656972120168","repostId":"1102943687","repostType":2,"repost":{"id":"1102943687","kind":"news","pubTimestamp":1689243921,"share":"https://www.laohunote.com/m/news/1102943687?lang=zh_CN&edition=full","pubTime":"2023-07-13 18:25","market":"us","language":"zh","title":"马斯克妥协了?报道称特斯拉正商谈在印度建厂","url":"https://stock-news.laohu8.com/highlight/detail?id=1102943687","media":"华尔街见闻","summary":"年产能或达50万辆","content":"<html><head></head><body><p>作者:常嘉帅</p><p style=\"text-align: justify;\">历经2个月的谈判和满天飞的传闻之后,特斯拉进军印度的计划又见新眉目。</p><p style=\"text-align: justify;\">据印媒《印度时报》《经济时报》周四报道,特斯拉已开始与印度政府讨论在印度建厂事宜。报道指,计划中的特斯拉印度汽车工厂预计年产50万辆电动车,且印度版特斯拉起售价或为200万卢比(约17.46万人民币),这意味着特斯拉很有可能会在印度生产目前还未正式发布的廉价车型Model 2。</p><p style=\"text-align: justify;\">此外,若建厂传闻得到特斯拉证实,即意味着特斯拉CEO马斯克同莫迪政府妥协,放弃了此前一直要求的“先进口、再建厂”策略。</p><h2 id=\"id_4131083779\" style=\"text-align: start;\">特斯拉印度计划:尽量本地化生产 汽车出口印太国家</h2><p style=\"text-align: justify;\">印媒周四的报道还提及,特斯拉考虑将印度作为其出口基地,将生产的汽车销往印度-太平洋地区。</p><p style=\"text-align: justify;\">此外,特斯拉还和印度政府探讨了在印度建立汽车零部件供应链的可能性,以及相关财政激励和税收优惠。</p><p style=\"text-align: justify;\">据印度时报援引消息人士称:</p><blockquote>“特斯拉向我们提出了一个雄心勃勃的计划,我们相信这次的方向会是积极的,尤其是这个计划同时涉及本地制造和出口。商业和工业部正在主导谈判,政府希望在保持公平竞争的同时达成“良好协议”。</blockquote><p style=\"text-align: justify;\">印媒报道还称,印度政府试图说服特斯拉支持印度本土零部件制造商,强调印度拥有经验丰富的老牌企业。据《经济时报》,参与谈判的政府高官“敦促特斯拉考虑从印度的生态系统中采购”。</p><p style=\"text-align: justify;\">然而,<strong>考虑到印度相当薄弱的汽车工业基础,特斯拉很难实现彻底的本地化生产。</strong>经济时报报道指,特斯拉可能仅会从当地供应商那里采购结构简单的基础零部件。</p><p style=\"text-align: justify;\">此外,特斯拉高管近日在参与印度汽车制造商协会(SIAM)组织的行业会议时表示,该公司可能会将“特链”供应商引入印度,强调其生产依赖于一套特定的质量标准,而这套标准只能通过现有合作伙伴进行复制。</p><p style=\"text-align: justify;\"><a href=\"https://wallstreetcn.com/articles/3692969\" title=\"华尔街见闻此前介绍过\" class=\"\">华尔街见闻此前介绍过</a>,特斯拉墨西哥超级工厂也遭遇了类似的阻碍,马斯克低估了墨西哥本地化生产的难度,因此需要推动特链大迁徙,跟随其到墨西哥一同建厂。原定明年夏季竣工的计划无法完成,预计新工厂将在2025年一季度建成投产。</p><p style=\"text-align: justify;\">值得指出的是,全球几乎所有的大型车企都在墨西哥设厂,工业基础远比印度发达。即便如此,特斯拉完成墨西哥本地化生产目标都极为困难,何况是工业基础逊于墨西哥的印度。</p><h2 id=\"id_1754852272\" style=\"text-align: start;\">特斯拉进军印度,谈判一波多折</h2><p style=\"text-align: justify;\">特斯拉进军印度计划始于去年一季度。</p><p style=\"text-align: justify;\">当时,特斯拉希望让印度政府降低关税,先通过进口的方式在印度卖车,以测试印度市场的需求,但莫迪政府则坚持要求特斯拉在本地建一座超级工厂。</p><p style=\"text-align: justify;\">双方僵持不下,印度政府并不愿意退让。最终,去年5月,特斯拉彻底放弃了进入印度市场的计划。</p><p style=\"text-align: justify;\">直到今年5月,历经一年的停滞后,特斯拉才重启进军印度计划,派遣供应链副总裁Karn Budhiraj等人赴印度与当地官员谈判,彭博当时报道称,双方争议焦点仍是进口关税和建厂等议题,此间一直未传出突破性进展。</p><p style=\"text-align: justify;\">直到6月下旬莫迪访美并与马斯克会晤,特斯拉印度建厂计划才出现转机。</p><p style=\"text-align: justify;\">马斯克在莫迪访美期间,称自己是莫迪的“忠实粉丝”,并表示<a href=\"https://wallstreetcn.com/articles/3691646?keyword=%E7%89%B9%E6%96%AF%E6%8B%89++%E5%8D%B0%E5%BA%A6\" title=\"“特斯拉将很快进入印度”\" target=\"_blank\" class=\"\">“特斯拉将很快进入印度”</a>。</p><p style=\"text-align: justify;\">印度外交部发言人也发推表示,莫迪已邀请马斯克“探索在印度投资电动汽车和快速扩张的商业航天领域的机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ba8611bf7020eda1e5f53bf2b924681\" tg-width=\"554\" tg-height=\"627\"/></p><p style=\"text-align: justify;\">马斯克与莫迪会面几周后,即传出了特斯拉计划在印度建厂的消息。</p><h2 id=\"id_3398672039\" style=\"text-align: start;\">通用、小米、富士康等企业相继折戟印度,马斯克为何如此执着?</h2><p style=\"text-align: justify;\">印度并不是一个以营商环境友好闻名的国家。</p><p style=\"text-align: justify;\">前文提及,特斯拉初次进军印度谈判,遇到的关键阻力即是印度高昂的进口关税,按照印度关税体系,4万美元以下进口车关税为60%,4万美元以上的关税高达100%。</p><p style=\"text-align: justify;\">即使是最便宜的特斯拉Model 3,海外售价也超过4万美元,需要缴纳100%关税,超高关税会让特斯拉在印度本地车企面前没有任何竞争力。</p><p style=\"text-align: justify;\">此外,从过往记录来看,印度政府常在课税等方面有意刁难外企,此前进入印度市场的知名企业,大都已经缩小规模,或退出印度市场。</p><p style=\"text-align: justify;\">2022年5月份,小米印度公司555.1亿卢比(约6.8亿美元)资产遭印度执法部门扣押,理由是小米印度此举涉嫌违反印度《外汇管理法》、非法汇款给外国实体。小米对执法部门该决议的申诉,也在今年4月遭印度法院驳回。</p><p style=\"text-align: justify;\">小米进入印度近10年,净利润恐怕都没有6.8亿美元,如果这笔钱要不回来,等于十年白干。</p><p style=\"text-align: justify;\">就在本周一,富士康也宣布<a href=\"https://wallstreetcn.com/articles/3692922\" title=\"退出\" target=\"_blank\" class=\"\">退出</a>规模高达195亿美元的印度芯片工厂计划。</p><p style=\"text-align: justify;\">据路透社援引知情人士透露,富士康与印度财团Vedanta合作建厂计划进展缓慢,印度政府允诺的财政补助一再延迟,且印度政府对合资工厂持股比例等细节提出了繁多的要求,因此富士康决定退出该合资企业。</p><p style=\"text-align: justify;\">印度政府和英企沃达丰之间,更上演过一场持续十余年、轰动国际社会的“虎口夺食”案。</p><p style=\"text-align: justify;\">2007年,英国电信巨头沃达丰以111亿美元收购李嘉诚旗下印度电信产业。交易未在印度进行、也不涉及印度公司。但印度监管部门却坚持要求沃丰达缴纳20亿美元转让所得税,最后<strong>甚至不惜修改法律</strong>,向沃丰达索要税款、罚款、滞纳金累计50亿美元。<strong>印度最高法院在相关判决中一面倒支持印度政府,令国际社会瞠目。案子最终打上海牙国际仲裁庭,印度政府被判败诉,才作罢。</strong></p><p style=\"text-align: justify;\"><strong>据不完全统计,2014年至2021年,共有2783家跨国公司关闭了印度公司或办事处。而印度总共大约只有1.2万家外企。近7年在印跨国企业的注册数量,已经从每年200家已经缩减到去年年底不到70家。</strong></p><p style=\"text-align: justify;\">包括老牌车企福特、连锁超市沃尔玛在内的大型跨国企业,都已在最近几年间相继退出印度。此外,谷歌、黑石、波音、豪瑞、苏格兰皇家银行等企业,在简单试水印度业务之后,纷纷选择彻底退出该市场。</p><p style=\"text-align: justify;\">如此多企业相继折戟印度,马斯克为何还如此执着?</p><p style=\"text-align: justify;\">答案可能和特斯拉的长远规划有关,即“牺牲利润尽可能占领更多的市场”。</p><p style=\"text-align: justify;\">4月份发布的一季度财报显示,特斯拉首季毛利率下滑至19.3%。马斯克在电话会上表示,他愿意在短期内牺牲特斯拉的利润,以积极争取市场份额,目的是在实现“完全自动驾驶”时赚更多的钱,并通过“无人驾驶出租车”(robotaxis)的运营赚取额外收入。</p><p style=\"text-align: justify;\"><strong>考虑到印度市场极低的电动车渗透率和庞大的潜在消费市场,如果特斯拉能成功在印度站稳脚跟,交付量有望在未来几年内大幅提升,也可为其自动驾驶技术贡献大量数据,推动特斯拉更快实现“完全自动驾驶”,推出无人驾驶出租车,占据市场先机。</strong></p></body></html>","source":"live_wallstreetcn","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>马斯克妥协了?报道称特斯拉正商谈在印度建厂</title>\n<style 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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马斯克妥协了?报道称特斯拉正商谈在印度建厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-13 18:25 北京时间 <a href=https://wallstreetcn.com/articles/3693175><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:常嘉帅历经2个月的谈判和满天飞的传闻之后,特斯拉进军印度的计划又见新眉目。据印媒《印度时报》《经济时报》周四报道,特斯拉已开始与印度政府讨论在印度建厂事宜。报道指,计划中的特斯拉印度汽车工厂预计年产50万辆电动车,且印度版特斯拉起售价或为200万卢比(约17.46万人民币),这意味着特斯拉很有可能会在印度生产目前还未正式发布的廉价车型Model 2。此外,若建厂传闻得到特斯拉证实,即意味着...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3693175\">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/0dfd4f9904b8ca8047b9f762d3ec98b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3693175","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1102943687","content_text":"作者:常嘉帅历经2个月的谈判和满天飞的传闻之后,特斯拉进军印度的计划又见新眉目。据印媒《印度时报》《经济时报》周四报道,特斯拉已开始与印度政府讨论在印度建厂事宜。报道指,计划中的特斯拉印度汽车工厂预计年产50万辆电动车,且印度版特斯拉起售价或为200万卢比(约17.46万人民币),这意味着特斯拉很有可能会在印度生产目前还未正式发布的廉价车型Model 2。此外,若建厂传闻得到特斯拉证实,即意味着特斯拉CEO马斯克同莫迪政府妥协,放弃了此前一直要求的“先进口、再建厂”策略。特斯拉印度计划:尽量本地化生产 汽车出口印太国家印媒周四的报道还提及,特斯拉考虑将印度作为其出口基地,将生产的汽车销往印度-太平洋地区。此外,特斯拉还和印度政府探讨了在印度建立汽车零部件供应链的可能性,以及相关财政激励和税收优惠。据印度时报援引消息人士称:“特斯拉向我们提出了一个雄心勃勃的计划,我们相信这次的方向会是积极的,尤其是这个计划同时涉及本地制造和出口。商业和工业部正在主导谈判,政府希望在保持公平竞争的同时达成“良好协议”。印媒报道还称,印度政府试图说服特斯拉支持印度本土零部件制造商,强调印度拥有经验丰富的老牌企业。据《经济时报》,参与谈判的政府高官“敦促特斯拉考虑从印度的生态系统中采购”。然而,考虑到印度相当薄弱的汽车工业基础,特斯拉很难实现彻底的本地化生产。经济时报报道指,特斯拉可能仅会从当地供应商那里采购结构简单的基础零部件。此外,特斯拉高管近日在参与印度汽车制造商协会(SIAM)组织的行业会议时表示,该公司可能会将“特链”供应商引入印度,强调其生产依赖于一套特定的质量标准,而这套标准只能通过现有合作伙伴进行复制。华尔街见闻此前介绍过,特斯拉墨西哥超级工厂也遭遇了类似的阻碍,马斯克低估了墨西哥本地化生产的难度,因此需要推动特链大迁徙,跟随其到墨西哥一同建厂。原定明年夏季竣工的计划无法完成,预计新工厂将在2025年一季度建成投产。值得指出的是,全球几乎所有的大型车企都在墨西哥设厂,工业基础远比印度发达。即便如此,特斯拉完成墨西哥本地化生产目标都极为困难,何况是工业基础逊于墨西哥的印度。特斯拉进军印度,谈判一波多折特斯拉进军印度计划始于去年一季度。当时,特斯拉希望让印度政府降低关税,先通过进口的方式在印度卖车,以测试印度市场的需求,但莫迪政府则坚持要求特斯拉在本地建一座超级工厂。双方僵持不下,印度政府并不愿意退让。最终,去年5月,特斯拉彻底放弃了进入印度市场的计划。直到今年5月,历经一年的停滞后,特斯拉才重启进军印度计划,派遣供应链副总裁Karn Budhiraj等人赴印度与当地官员谈判,彭博当时报道称,双方争议焦点仍是进口关税和建厂等议题,此间一直未传出突破性进展。直到6月下旬莫迪访美并与马斯克会晤,特斯拉印度建厂计划才出现转机。马斯克在莫迪访美期间,称自己是莫迪的“忠实粉丝”,并表示“特斯拉将很快进入印度”。印度外交部发言人也发推表示,莫迪已邀请马斯克“探索在印度投资电动汽车和快速扩张的商业航天领域的机会”。马斯克与莫迪会面几周后,即传出了特斯拉计划在印度建厂的消息。通用、小米、富士康等企业相继折戟印度,马斯克为何如此执着?印度并不是一个以营商环境友好闻名的国家。前文提及,特斯拉初次进军印度谈判,遇到的关键阻力即是印度高昂的进口关税,按照印度关税体系,4万美元以下进口车关税为60%,4万美元以上的关税高达100%。即使是最便宜的特斯拉Model 3,海外售价也超过4万美元,需要缴纳100%关税,超高关税会让特斯拉在印度本地车企面前没有任何竞争力。此外,从过往记录来看,印度政府常在课税等方面有意刁难外企,此前进入印度市场的知名企业,大都已经缩小规模,或退出印度市场。2022年5月份,小米印度公司555.1亿卢比(约6.8亿美元)资产遭印度执法部门扣押,理由是小米印度此举涉嫌违反印度《外汇管理法》、非法汇款给外国实体。小米对执法部门该决议的申诉,也在今年4月遭印度法院驳回。小米进入印度近10年,净利润恐怕都没有6.8亿美元,如果这笔钱要不回来,等于十年白干。就在本周一,富士康也宣布退出规模高达195亿美元的印度芯片工厂计划。据路透社援引知情人士透露,富士康与印度财团Vedanta合作建厂计划进展缓慢,印度政府允诺的财政补助一再延迟,且印度政府对合资工厂持股比例等细节提出了繁多的要求,因此富士康决定退出该合资企业。印度政府和英企沃达丰之间,更上演过一场持续十余年、轰动国际社会的“虎口夺食”案。2007年,英国电信巨头沃达丰以111亿美元收购李嘉诚旗下印度电信产业。交易未在印度进行、也不涉及印度公司。但印度监管部门却坚持要求沃丰达缴纳20亿美元转让所得税,最后甚至不惜修改法律,向沃丰达索要税款、罚款、滞纳金累计50亿美元。印度最高法院在相关判决中一面倒支持印度政府,令国际社会瞠目。案子最终打上海牙国际仲裁庭,印度政府被判败诉,才作罢。据不完全统计,2014年至2021年,共有2783家跨国公司关闭了印度公司或办事处。而印度总共大约只有1.2万家外企。近7年在印跨国企业的注册数量,已经从每年200家已经缩减到去年年底不到70家。包括老牌车企福特、连锁超市沃尔玛在内的大型跨国企业,都已在最近几年间相继退出印度。此外,谷歌、黑石、波音、豪瑞、苏格兰皇家银行等企业,在简单试水印度业务之后,纷纷选择彻底退出该市场。如此多企业相继折戟印度,马斯克为何还如此执着?答案可能和特斯拉的长远规划有关,即“牺牲利润尽可能占领更多的市场”。4月份发布的一季度财报显示,特斯拉首季毛利率下滑至19.3%。马斯克在电话会上表示,他愿意在短期内牺牲特斯拉的利润,以积极争取市场份额,目的是在实现“完全自动驾驶”时赚更多的钱,并通过“无人驾驶出租车”(robotaxis)的运营赚取额外收入。考虑到印度市场极低的电动车渗透率和庞大的潜在消费市场,如果特斯拉能成功在印度站稳脚跟,交付量有望在未来几年内大幅提升,也可为其自动驾驶技术贡献大量数据,推动特斯拉更快实现“完全自动驾驶”,推出无人驾驶出租车,占据市场先机。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}