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千祥云集xyq

02-10 17:07

2026年的业绩增长指望它们，太乐观了点。

千祥云集xyq

02-09 11:10

大饼黄金。

千祥云集xyq

02-09 11:09

蓝图还是大饼？

千祥云集xyq

02-08 23:14

以前难以判断。

千祥云集xyq

02-07

这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动

巨头砸钱6500亿加剧担忧，黄仁勋“灭火”：AI需求火爆，庞大支出合理、可持续

千祥云集xyq

02-07

时候配件

中国央行黄金储备"十五连增"，1月环比增持4万盎司，增持节奏略有加快

千祥云集xyq

02-07

如椽之笔

发射100万颗卫星，马斯克要干什么？

千祥云集xyq

02-06

😀

千祥云集xyq

02-06

看看证券市场？

千祥云集xyq

02-04

太阳光伏能。

消息人士：马斯克团队近期秘密走访了中国多家光伏企业

千祥云集xyq

02-02

[财迷]

千祥云集xyq

02-02

航天算力，太阳能。

年赚80亿、估值冲击万亿美元：SpaceX走到IPO关键节点

千祥云集xyq

01-30

🌃🐮

千祥云集xyq

01-30

强强联合

异动解读 | SanDisk财报超预期，盘后大涨12.86%

千祥云集xyq

01-29

上到⛰️

千祥云集xyq

01-28

没有解决方案

千祥云集xyq

01-27

$特斯拉(TSLA)$ [财迷]

千祥云集xyq

01-26

🐱

高盛将首席执行官的年薪从3900万美元提高至4700万

千祥云集xyq

01-26

没能很好的平衡“轻薄”与“全能”之间的关系。

苹果三星超薄旗舰全部大降价：三星S25 Edge暴降2500元

千祥云集xyq

01-26

升产品的多样性和创新性，以满足市场多元需求。

去老虎APP查看更多动态

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05:37","market":"hk","language":"zh","title":"巨头砸钱6500亿加剧担忧，黄仁勋“灭火”：AI需求火爆，庞大支出合理、可持续","url":"https://stock-news.laohu8.com/highlight/detail?id=2609429512","media":"华尔街见闻","summary":"黄仁勋周五称，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动，AI已变得“非常有用且非常强大”，其采用率变得“极高”，只要人们继续为AI付费，英伟达盘中曾涨近9%。企业就能从中获利。周二软件股大跌后，他说，软件股抛售是“世界上最不合逻辑的事”，AI将使用软件这种工具，而不是重新发明。","content":"<html><head></head><body><blockquote><p>黄仁勋周五称，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动，AI已变得“非常有用且非常强大”，其采用率变得“极高”，只要人们继续为AI付费，英伟达盘中曾涨近9%。企业就能从中获利。周二软件股大跌后，他说，软件股抛售是“世界上最不合逻辑的事”，AI将使用软件这种工具，而不是重新发明。</p></blockquote><p>在科技巨头不断加大AI领域支出激化市场的泡沫担忧之际，英伟达CEO黄仁勋公开发声“灭火”，为动辄数千亿美元的投入背书。</p><p style=\"text-align: justify;\">美东时间2月6日周五，黄仁勋在接受采访时表示，科技行业激增的AI基础设施资本支出是合理、恰当且可持续的，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动。</p><p style=\"text-align: justify;\">黄仁勋作出上述表态当天，本周五AI概念股全线反弹。尾盘刷新日高时，英伟达股价涨至187美元，日内涨约8.8%，收涨近7.9%，扭转五连跌，摆脱周四所创去年12月17日以来收盘低谷，本周仍累跌约3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9828246cac6e0a6024adb932bb8ae38c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">黄仁勋讲话正值投资者对持续高投入下AI能否获得可观的回报产生严重质疑，并且由于Anthropic发布的新工具引发了AI颠覆传统软件商业模式的恐慌，科技股惨遭抛售。高盛分析师甚至悲观地将当前的软件业与本世纪初被互联网颠覆的报纸类比。</p><p style=\"text-align: justify;\">周五的报道指出，过去两周公布的最新财报和指引以及此前公开的计划显示，2026年，英伟达的关键客户Meta、亚马逊、谷歌和微软的计划资本支出将合计达到约6500亿美元，较2025年增长约60%。6000多亿美元的支出规模远超全球多个中等经济体的GDP，其中大部分资金将用于购买英伟达的芯片。</p><p style=\"text-align: justify;\">华尔街见闻稍早提到，过去一周，市场对AI投资效率的担忧引发剧烈抛售。据FactSet数据，微软、英伟达、亚马逊、谷歌母公司Alphabet、Meta及甲骨文等科技巨头的市值累计蒸发约1.35万亿美元。</p><p style=\"text-align: justify;\">上周四，公布第二财季资本支出超预期猛增66%后，微软股价收跌10%，市值一日蒸发3570亿美元，创美股史上第二大个股单日市值跌幅，本周四盘后公布预计2026年资本支出较上年增50%后，亚马逊周五逆市大跌，早盘刷新日低时跌约10%，收跌近5.6%。</p><h2 id=\"ai\">AI公司正盈利 支出将持续增长</h2><p style=\"text-align: justify;\">黄仁勋周五表示，所有这些科技公司的现金流将开始上升，AI基础设施的建设将持续七到八年。他强调，AI已经变得“非常有用且非常强大”，其采用率变得“极高”。</p><p style=\"text-align: justify;\">黄仁勋说：“只要人们继续为AI付费，AI公司能够从中获得利润，它们就会不断翻倍、翻倍、翻倍、翻倍。”</p><p style=\"text-align: justify;\">他援引具体案例说明英伟达客户如何利用AI盈利。Meta正在使用AI将原本在CPU上运行的推荐系统转变为使用生成式AI和智能体的系统；亚马逊云服务AWS对英伟达芯片的使用将影响这家零售巨头的产品推荐方式；微软将使用英伟达驱动的AI改进其企业软件。</p><p style=\"text-align: justify;\">黄仁勋特别称赞了OpenAI和Anthropic这两家领先的AI实验室，称它们都在&#34;赚大钱&#34;。英伟达去年向Anthropic投资100亿美元，黄仁勋本周早些时候还表示，将大举投资OpenAI的下一轮融资。他说：“如果它们能拥有两倍的算力，收入将增长四倍。”</p><p style=\"text-align: justify;\">他还指出，英伟达过去售出的所有图形处理器（GPU）——甚至包括六年前的A100芯片，目前都在被租用，反映出对AI算力的持续需求。黄仁勋认为，与互联网初期建设不同，现在没有闲置的基础设施。</p><h2 id=\"6500\">6500亿美元支出创纪录</h2><p style=\"text-align: justify;\">据周五报道，Alphabet、亚马逊、Meta和微软四家公司预计2026年的资本支出将达到约6500亿美元，这是本世纪以来无可比拟的投资热潮。每家公司今年的预算预计将接近或超过它们过去三年的总和，其中任何一家的支出都将创过去十年任一家公司单年资本支出的最高纪录。</p><p style=\"text-align: justify;\">具体而言，Meta表示全年资本支出将升至最多1350亿美元，同比可能跃升约87%。在截至2025年12月末的公司第二财季，微软的资本支出增长66%至375亿美元，分析师预计，在截至2026年6月的2026财年，微软的资本支出将接近1050亿美元。</p><p style=\"text-align: justify;\">Alphabet本周三公布的资本支出指引高端为1850亿美元，超出分析师预期以及美国大量行业的支出规模。亚马逊周四宣布计划2026年投入2000亿美元资本支出，同样导致股价暴跌。</p><p style=\"text-align: justify;\">媒体汇编数据显示，相比上述硅谷巨头，包括美国最大的汽车制造商、工程机械制造商、铁路公司、国防承包商、无线运营商、快递公司，以及埃克森美孚、英特尔、沃尔玛、通用电气分拆的子公司在内，21家公司2026年的合计支出预计仅为1800亿美元。</p><p style=\"text-align: justify;\">DA Davidson分析师Gil Luria表示，微软等前述四家科技巨头“将提供AI算力的竞争视为下一个赢家通吃或赢家拿走大部分的市场，它们都不愿输掉这场竞争”。</p><h2 id=\"d1dc0f22\">华尔街担忧投资效率与产能过剩</h2><p style=\"text-align: justify;\">华尔街对如此庞大的支出反应不一。Meta和Alphabet股价上涨，但亚马逊和微软遭到市场惩罚。四家公司自发布最新财报和展望以来，总市值已缩水超9500亿美元。</p><p style=\"text-align: justify;\">GAM Investments投资总监Paul Markham指出，当前市场正被“情绪传染效应”笼罩。他说：“围绕大语言模型建设所需的天量资本支出、最终回报周期，以及潜在的产能过剩疑虑，已成为持续压制市场情绪的结构性问题。”</p><p style=\"text-align: justify;\">Theory Ventures投资人Tomasz Tunguz表示，这些科技巨头曾是“现金制造机”，可“现在它们突然需要那些现金，而且需要更多，所以它们在借钱”。据媒体统计，2025年，与AI相关的公司和项目从债务市场筹集了至少2000亿美元，预计仅2026年的相关债券发行规模就将达到数千亿美元。</p><p style=\"text-align: justify;\">Tunguz曾发表博客文章将AI热潮与过去的投资狂潮进行比较，他说这些狂潮并不总是以好结局收场，但“在上升过程中，它们都是经济的巨大催化剂”。</p><p style=\"text-align: justify;\">帮助企业整合数据和软件的公司Boomi的CEO Steve Lucas表示：“我不会质疑AI的潜力，但我绝对会质疑其发展的时间框架，而且我会强烈质疑其经济效益。”</p><p style=\"text-align: justify;\">目前尚不清楚这些公司能否执行其宏大计划。随着数据中心建设升级，它们已在争夺有限的电工、水泥车和台积电工厂生产的英伟达芯片。Luria表示：“已经存在瓶颈，未来也会有。”</p><h2 id=\"9c79820e\">黄仁勋周二曾为软件股&#34;灭火&#34;</h2><p style=\"text-align: justify;\">这不是黄仁勋本周首次为市场焦虑“灭火”。周二晚间，在软件股遭遇抛售后，他在思科系统公司的活动上表示，本周软件股抛售是“世界上最不合逻辑的事”。</p><p style=\"text-align: justify;\">黄仁勋说，软件产品是工具，AI将使用这些工具，而不是重新发明它们。他反问：“有一种观念认为工具正在衰落、并被AI取代。你会使用螺丝刀还是发明一把新螺丝刀？”</p><p style=\"text-align: justify;\">他表示，英伟达自身已经广泛采用此类工具，因此员工能腾出时间更多地专注于公司擅长的事：设计半导体和计算机系统。</p><p style=\"text-align: justify;\">周二软件相关股票连续第二天下跌，投资者担心Anthropic等AI模型开发商发布的工具最终将使公司内部的大量工作实现自动化。一只美国软件股ETF当天跌幅达4.1%，至4月以来最低水平，AppLovin和Unity Software是板块最大跌幅股之一。</p><p style=\"text-align: justify;\">摩根大通分析师Toby Ogg表示，投资者投资科技的意愿仍然很低。他在报告中写道：“我们现在所处的环境是，该板块不仅在被证明无罪之前就有罪，而且现在在审判之前就被判刑了。”</p><p style=\"text-align: justify;\">不过一些分析师对抛售的严重程度提出质疑，称制造公司运营必需工具的软件公司很难被颠覆。Jefferies分析师Brent Thill表示，Intuit提供专有数据和帮助客户处理复杂美国税法的系统，相对于AI具有优势。</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>巨头砸钱6500亿加剧担忧，黄仁勋“灭火”：AI需求火爆，庞大支出合理、可持续</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巨头砸钱6500亿加剧担忧，黄仁勋“灭火”：AI需求火爆，庞大支出合理、可持续\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-07 05:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3765198><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黄仁勋周五称，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动，AI已变得“非常有用且非常强大”，其采用率变得“极高”，只要人们继续为AI付费，英伟达盘中曾涨近9%。企业就能从中获利。周二软件股大跌后，他说，软件股抛售是“世界上最不合逻辑的事”，AI将使用软件这种工具，而不是重新发明。在科技巨头不断加大AI领域支出激化市场的泡沫担忧之际，英伟达CEO黄仁勋公开发声“灭火”，为动辄...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765198\">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/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) 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INC"},"source_url":"https://wallstreetcn.com/articles/3765198","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2609429512","content_text":"黄仁勋周五称，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动，AI已变得“非常有用且非常强大”，其采用率变得“极高”，只要人们继续为AI付费，英伟达盘中曾涨近9%。企业就能从中获利。周二软件股大跌后，他说，软件股抛售是“世界上最不合逻辑的事”，AI将使用软件这种工具，而不是重新发明。在科技巨头不断加大AI领域支出激化市场的泡沫担忧之际，英伟达CEO黄仁勋公开发声“灭火”，为动辄数千亿美元的投入背书。美东时间2月6日周五，黄仁勋在接受采访时表示，科技行业激增的AI基础设施资本支出是合理、恰当且可持续的，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动。黄仁勋作出上述表态当天，本周五AI概念股全线反弹。尾盘刷新日高时，英伟达股价涨至187美元，日内涨约8.8%，收涨近7.9%，扭转五连跌，摆脱周四所创去年12月17日以来收盘低谷，本周仍累跌约3%。黄仁勋讲话正值投资者对持续高投入下AI能否获得可观的回报产生严重质疑，并且由于Anthropic发布的新工具引发了AI颠覆传统软件商业模式的恐慌，科技股惨遭抛售。高盛分析师甚至悲观地将当前的软件业与本世纪初被互联网颠覆的报纸类比。周五的报道指出，过去两周公布的最新财报和指引以及此前公开的计划显示，2026年，英伟达的关键客户Meta、亚马逊、谷歌和微软的计划资本支出将合计达到约6500亿美元，较2025年增长约60%。6000多亿美元的支出规模远超全球多个中等经济体的GDP，其中大部分资金将用于购买英伟达的芯片。华尔街见闻稍早提到，过去一周，市场对AI投资效率的担忧引发剧烈抛售。据FactSet数据，微软、英伟达、亚马逊、谷歌母公司Alphabet、Meta及甲骨文等科技巨头的市值累计蒸发约1.35万亿美元。上周四，公布第二财季资本支出超预期猛增66%后，微软股价收跌10%，市值一日蒸发3570亿美元，创美股史上第二大个股单日市值跌幅，本周四盘后公布预计2026年资本支出较上年增50%后，亚马逊周五逆市大跌，早盘刷新日低时跌约10%，收跌近5.6%。AI公司正盈利 支出将持续增长黄仁勋周五表示，所有这些科技公司的现金流将开始上升，AI基础设施的建设将持续七到八年。他强调，AI已经变得“非常有用且非常强大”，其采用率变得“极高”。黄仁勋说：“只要人们继续为AI付费，AI公司能够从中获得利润，它们就会不断翻倍、翻倍、翻倍、翻倍。”他援引具体案例说明英伟达客户如何利用AI盈利。Meta正在使用AI将原本在CPU上运行的推荐系统转变为使用生成式AI和智能体的系统；亚马逊云服务AWS对英伟达芯片的使用将影响这家零售巨头的产品推荐方式；微软将使用英伟达驱动的AI改进其企业软件。黄仁勋特别称赞了OpenAI和Anthropic这两家领先的AI实验室，称它们都在\"赚大钱\"。英伟达去年向Anthropic投资100亿美元，黄仁勋本周早些时候还表示，将大举投资OpenAI的下一轮融资。他说：“如果它们能拥有两倍的算力，收入将增长四倍。”他还指出，英伟达过去售出的所有图形处理器（GPU）——甚至包括六年前的A100芯片，目前都在被租用，反映出对AI算力的持续需求。黄仁勋认为，与互联网初期建设不同，现在没有闲置的基础设施。6500亿美元支出创纪录据周五报道，Alphabet、亚马逊、Meta和微软四家公司预计2026年的资本支出将达到约6500亿美元，这是本世纪以来无可比拟的投资热潮。每家公司今年的预算预计将接近或超过它们过去三年的总和，其中任何一家的支出都将创过去十年任一家公司单年资本支出的最高纪录。具体而言，Meta表示全年资本支出将升至最多1350亿美元，同比可能跃升约87%。在截至2025年12月末的公司第二财季，微软的资本支出增长66%至375亿美元，分析师预计，在截至2026年6月的2026财年，微软的资本支出将接近1050亿美元。Alphabet本周三公布的资本支出指引高端为1850亿美元，超出分析师预期以及美国大量行业的支出规模。亚马逊周四宣布计划2026年投入2000亿美元资本支出，同样导致股价暴跌。媒体汇编数据显示，相比上述硅谷巨头，包括美国最大的汽车制造商、工程机械制造商、铁路公司、国防承包商、无线运营商、快递公司，以及埃克森美孚、英特尔、沃尔玛、通用电气分拆的子公司在内，21家公司2026年的合计支出预计仅为1800亿美元。DA Davidson分析师Gil Luria表示，微软等前述四家科技巨头“将提供AI算力的竞争视为下一个赢家通吃或赢家拿走大部分的市场，它们都不愿输掉这场竞争”。华尔街担忧投资效率与产能过剩华尔街对如此庞大的支出反应不一。Meta和Alphabet股价上涨，但亚马逊和微软遭到市场惩罚。四家公司自发布最新财报和展望以来，总市值已缩水超9500亿美元。GAM Investments投资总监Paul Markham指出，当前市场正被“情绪传染效应”笼罩。他说：“围绕大语言模型建设所需的天量资本支出、最终回报周期，以及潜在的产能过剩疑虑，已成为持续压制市场情绪的结构性问题。”Theory Ventures投资人Tomasz Tunguz表示，这些科技巨头曾是“现金制造机”，可“现在它们突然需要那些现金，而且需要更多，所以它们在借钱”。据媒体统计，2025年，与AI相关的公司和项目从债务市场筹集了至少2000亿美元，预计仅2026年的相关债券发行规模就将达到数千亿美元。Tunguz曾发表博客文章将AI热潮与过去的投资狂潮进行比较，他说这些狂潮并不总是以好结局收场，但“在上升过程中，它们都是经济的巨大催化剂”。帮助企业整合数据和软件的公司Boomi的CEO Steve Lucas表示：“我不会质疑AI的潜力，但我绝对会质疑其发展的时间框架，而且我会强烈质疑其经济效益。”目前尚不清楚这些公司能否执行其宏大计划。随着数据中心建设升级，它们已在争夺有限的电工、水泥车和台积电工厂生产的英伟达芯片。Luria表示：“已经存在瓶颈，未来也会有。”黄仁勋周二曾为软件股\"灭火\"这不是黄仁勋本周首次为市场焦虑“灭火”。周二晚间，在软件股遭遇抛售后，他在思科系统公司的活动上表示，本周软件股抛售是“世界上最不合逻辑的事”。黄仁勋说，软件产品是工具，AI将使用这些工具，而不是重新发明它们。他反问：“有一种观念认为工具正在衰落、并被AI取代。你会使用螺丝刀还是发明一把新螺丝刀？”他表示，英伟达自身已经广泛采用此类工具，因此员工能腾出时间更多地专注于公司擅长的事：设计半导体和计算机系统。周二软件相关股票连续第二天下跌，投资者担心Anthropic等AI模型开发商发布的工具最终将使公司内部的大量工作实现自动化。一只美国软件股ETF当天跌幅达4.1%，至4月以来最低水平，AppLovin和Unity Software是板块最大跌幅股之一。摩根大通分析师Toby Ogg表示，投资者投资科技的意愿仍然很低。他在报告中写道：“我们现在所处的环境是，该板块不仅在被证明无罪之前就有罪，而且现在在审判之前就被判刑了。”不过一些分析师对抛售的严重程度提出质疑，称制造公司运营必需工具的软件公司很难被颠覆。Jefferies分析师Brent Thill表示，Intuit提供专有数据和帮助客户处理复杂美国税法的系统，相对于AI具有优势。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530184670737928,"gmtCreate":1770460568696,"gmtModify":1770460571296,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"时候配件","listText":"时候配件","text":"时候配件","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530184670737928","repostId":"1175619895","repostType":4,"repost":{"id":"1175619895","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1770430265,"share":"https://www.laohu8.com/m/news/1175619895?lang=zh_CN&edition=full","pubTime":"2026-02-07 10:11","market":"us","language":"zh","title":"中国央行黄金储备\"十五连增\"，1月环比增持4万盎司，增持节奏略有加快","url":"https://stock-news.laohu8.com/highlight/detail?id=1175619895","media":"老虎资讯综合","summary":"2月7日，中国央行数据显示，中国1月末黄金储备报7419万盎司，2025年12月末为7415万盎司，为连续第15个月增持黄金。","content":"<html><head></head><body><blockquote><p>国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。</p></blockquote><p style=\"text-align: justify;\"><strong>2月7日，中国央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/336665c8897455aff1b78bf9124145ac\" tg-width=\"297\" tg-height=\"402\"/></p><p style=\"text-align: justify;\"><strong>从近期增持节奏看，这种温和增持态势已持续数月。去年11月末和12月末，黄金储备分别环比增加3万盎司，今年1月份环比增持4万盎司，略有上升。</strong></p><p style=\"text-align: justify;\"><strong>国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。</strong></p><p style=\"text-align: justify;\">2026年1月，受主要经济体财政政策、货币政策及预期等因素影响，美元指数下跌，全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用，当月外汇储备规模上升。</p><p style=\"text-align: justify;\">我国经济运行稳中有进，发展韧性进一步彰显，为外汇储备规模保持基本稳定提供支撑。</p><p style=\"text-align: justify;\">本周黄金收报4961美元，累涨1.38%，较1月份的历史高点仍跌超11%。华尔街分析师认为近期的剧烈波动更像是长期上涨趋势中的暂时性回调。</p><p style=\"text-align: justify;\">机构策略师指出，支撑金价的地缘政治紧张、贸易政策不确定性以及对债务的担忧并未消散。多家投行分析显示，当前的下跌并未破坏长期投资逻辑，反而可能是这一轮历史性牛市中的买入机会。</p><p style=\"text-align: justify;\">AJ Bell投资总监Russ Mould在周一的报告中指出，黄金目前正处于自1971年以来的第三轮主要牛市中，而此前两次牛市都曾经历过多次大幅回调。</p><p style=\"text-align: justify;\">华泰报告指出，全球央行正持续增持黄金，预计2026-2030年每年新增需求约800吨，构成金价长期支撑。</p><p style=\"text-align: justify;\">若黄金在全球金融资产中的配置比例从当前约2.9%升至4.3%-4.8%，结合个人及机构投资存量增长与金融资产规模扩张，测算显示2026/2027/2028年金价预期值有望达到5463/6059/6848美元/盎司。</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>中国央行黄金储备\"十五连增\"，1月环比增持4万盎司，增持节奏略有加快</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中国央行黄金储备\"十五连增\"，1月环比增持4万盎司，增持节奏略有加快\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-07 10:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。</p></blockquote><p style=\"text-align: justify;\"><strong>2月7日，中国央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/336665c8897455aff1b78bf9124145ac\" tg-width=\"297\" tg-height=\"402\"/></p><p style=\"text-align: justify;\"><strong>从近期增持节奏看，这种温和增持态势已持续数月。去年11月末和12月末，黄金储备分别环比增加3万盎司，今年1月份环比增持4万盎司，略有上升。</strong></p><p style=\"text-align: justify;\"><strong>国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。</strong></p><p style=\"text-align: justify;\">2026年1月，受主要经济体财政政策、货币政策及预期等因素影响，美元指数下跌，全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用，当月外汇储备规模上升。</p><p style=\"text-align: justify;\">我国经济运行稳中有进，发展韧性进一步彰显，为外汇储备规模保持基本稳定提供支撑。</p><p style=\"text-align: justify;\">本周黄金收报4961美元，累涨1.38%，较1月份的历史高点仍跌超11%。华尔街分析师认为近期的剧烈波动更像是长期上涨趋势中的暂时性回调。</p><p style=\"text-align: justify;\">机构策略师指出，支撑金价的地缘政治紧张、贸易政策不确定性以及对债务的担忧并未消散。多家投行分析显示，当前的下跌并未破坏长期投资逻辑，反而可能是这一轮历史性牛市中的买入机会。</p><p style=\"text-align: justify;\">AJ Bell投资总监Russ Mould在周一的报告中指出，黄金目前正处于自1971年以来的第三轮主要牛市中，而此前两次牛市都曾经历过多次大幅回调。</p><p style=\"text-align: justify;\">华泰报告指出，全球央行正持续增持黄金，预计2026-2030年每年新增需求约800吨，构成金价长期支撑。</p><p style=\"text-align: justify;\">若黄金在全球金融资产中的配置比例从当前约2.9%升至4.3%-4.8%，结合个人及机构投资存量增长与金融资产规模扩张，测算显示2026/2027/2028年金价预期值有望达到5463/6059/6848美元/盎司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c307757575ffe3d6ca9295ced646627f","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175619895","content_text":"国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。2月7日，中国央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。从近期增持节奏看，这种温和增持态势已持续数月。去年11月末和12月末，黄金储备分别环比增加3万盎司，今年1月份环比增持4万盎司，略有上升。国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。2026年1月，受主要经济体财政政策、货币政策及预期等因素影响，美元指数下跌，全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用，当月外汇储备规模上升。我国经济运行稳中有进，发展韧性进一步彰显，为外汇储备规模保持基本稳定提供支撑。本周黄金收报4961美元，累涨1.38%，较1月份的历史高点仍跌超11%。华尔街分析师认为近期的剧烈波动更像是长期上涨趋势中的暂时性回调。机构策略师指出，支撑金价的地缘政治紧张、贸易政策不确定性以及对债务的担忧并未消散。多家投行分析显示，当前的下跌并未破坏长期投资逻辑，反而可能是这一轮历史性牛市中的买入机会。AJ Bell投资总监Russ Mould在周一的报告中指出，黄金目前正处于自1971年以来的第三轮主要牛市中，而此前两次牛市都曾经历过多次大幅回调。华泰报告指出，全球央行正持续增持黄金，预计2026-2030年每年新增需求约800吨，构成金价长期支撑。若黄金在全球金融资产中的配置比例从当前约2.9%升至4.3%-4.8%，结合个人及机构投资存量增长与金融资产规模扩张，测算显示2026/2027/2028年金价预期值有望达到5463/6059/6848美元/盎司。","news_type":1,"symbols_score_info":{"GCmain":2}},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530184448263016,"gmtCreate":1770460536908,"gmtModify":1770460539056,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"如椽之笔","listText":"如椽之笔","text":"如椽之笔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530184448263016","repostId":"1168542941","repostType":4,"repost":{"id":"1168542941","kind":"news","pubTimestamp":1770444835,"share":"https://www.laohu8.com/m/news/1168542941?lang=zh_CN&edition=full","pubTime":"2026-02-07 14:13","market":"us","language":"zh","title":"发射100万颗卫星，马斯克要干什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1168542941","media":"中国新闻周刊","summary":"SpaceX向美国FCC申请发射最多100万颗卫星，计划构建覆盖全球的轨道数据中心网络，实现“大模型上天”，通过在轨算力直接处理数据，减轻地面数据中心压力并提高效率。近日，有SpaceX股东向媒体回应，合并已获董事会批准。当地时间2月4日，FCC宣布正式受理该申请，开始征集公众意见。100万颗卫星布满天空，必然遇到发电效率的问题。前述航天科普专家表示，马斯克需要寻找低成本、抗辐射、高效率的光","content":"<html><head></head><body><blockquote><p>SpaceX向美国FCC申请发射最多100万颗卫星，计划构建覆盖全球的轨道数据中心网络，实现“大模型上天”，通过在轨算力直接处理数据，减轻地面数据中心压力并提高效率。专家指出，太空算力具备长期高强度太阳能供电和快速数据交换优势，但仍面临发电效率、散热、辐射防护、硬件可靠性、空间碎片及成本等挑战。</p></blockquote><p style=\"text-align: justify;\">马斯克又开始“左手倒右手”了。</p><p style=\"text-align: justify;\">2月3日，美国太空探索技术公司（SpaceX）创始人埃隆·马斯克在社交平台X上宣布，其创办的人工智能公司xAI将被SpaceX收购，从而打造“全球最具雄心的创新引擎”。近日，有SpaceX股东向媒体回应，合并已获董事会批准。</p><p style=\"text-align: justify;\">显然，这不是一次简单的商业合并。就在1月30日，SpaceX向美国联邦通信委员会（FCC）提交申请，计划发射“一个拥有前所未有计算能力的卫星星座”，用于支持AI大模型的在轨应用。这一星座最多将包含100万颗卫星，形成覆盖全球的轨道数据中心网络。当地时间2月4日，FCC宣布正式受理该申请，开始征集公众意见。</p><p style=\"text-align: justify;\"><strong>马斯克真正想要布局的是一个全新的增长点：太空计算。太空计算是指将计算资源部署在太空，通过卫星等基础设施实现数据处理和智能决策。马斯克曾公开表示，全球地面AI基建白热化，地球终将承载不了大模型所需算力，算力上天是必然选择。那么，他眼中“永远阳光明媚”、能够提供无限能源的太空，真的能成为大模型的未来温床吗？</strong></p><h2 id=\"id_1193982802\">发电效率依然是挑战</h2><p style=\"text-align: justify;\">这不是马斯克第一次大张旗鼓地做资产重组了。去年3月，刚成立两年的xAI 收购了社交平台X，形成了社交媒体与模型算力的闭环。</p><p style=\"text-align: justify;\">xAI与SpaceX的合并意味着前者将拥有稳定的发射能力，而后者则可拿到长期的卫星发射订单，从而形成“火箭发射+太空算力+AI大模型”的完整闭环。据SpaceX发布的文件，马斯克此次申请的星座将直接捕获太阳能，通过能源转换系统为轨道上的数据中心供电，从而供养大模型这一“吃电大户”。</p><p style=\"text-align: justify;\">这一构想有着诸多吸引力。据英国巴克莱银行研究团队2025年公布的数据，美国目前已规划的大型数据中心项目总容量超过45吉瓦，2030年将超过200吉瓦，占美国总发电量的40%。而高轨太空数据中心可长时间使用高强度太阳能，不受大气影响，发电效率可达地面太阳能的5倍。</p><p style=\"text-align: justify;\">“目前公认的太空计算应用是‘天数天算’。”国内资深航天专家雨广向《中国新闻周刊》介绍，以遥感卫星为例，其传统的工作模式是把遥感数据，例如卫星拍摄的照片用无线电传回地面，再处理形成数据产品加以利用，即“天数地算”。大模型的训练和推理都在地面，意味着大量算力仍部署在智算中心等核心枢纽。如果大模型能上天，这些数据能直接在太空被处理和分析，地面仅接收分析后的结果，就能解放地面设备占地。</p><p style=\"text-align: justify;\">这一应用前景国内外已成共识。在今年1月举办的“星算·智联”太空算力研讨会上，中国信息通信研究院总工程师何宝宏指出，打造太空算力体系，不仅能有效缓解星际数据的传输压力，提升遥感、通信、导航等空间信息服务的时效性，也有助于破解超大规模算力集群面临的能源供给等多重制约。</p><p style=\"text-align: justify;\">“天数天算”的核心优势是效率。雨广认为，大模型需要与数据库或其他大模型进行海量数据交换，若能与低轨的天基互联网卫星联网，通过微波或激光链路通信，其数据交换速度不逊于地面光纤网络。但同时，要实现数据全球覆盖，算力星座应是一个均匀的星座，不太可能都在同一轨道面上。</p><p style=\"text-align: justify;\">SpaceX此次申请并未公布太多技术细节，如卫星尺寸、质量等。其构想星座将在距地面500—2000公里的轨道范围内运行，轨道倾角30度，每个轨道层的高度跨度可达50公里，卫星之间采用激光通信。</p><p style=\"text-align: justify;\">100万颗卫星布满天空，必然遇到发电效率的问题。雨广指出，算力卫星理论上最适合的轨道——晨昏轨道，是一种特殊的太阳同步轨道，典型高度为距地面700—800公里。晨昏轨道卫星的轨道面与地球晨昏面大抵重合，使得卫星几乎一直能受到太阳照射。这一轨道上已有不少气象、科研卫星。而在其他轨道，卫星都会有一段时间进入地球阴影区。</p><p style=\"text-align: justify;\">显然，晨昏轨道只有一个轨道面，无法满足所有算力卫星的布设。“最坏的情况是，卫星在40%的运行时间里被地球遮蔽，无法通过太阳能发电，只能依靠配套的蓄电池，这会大大增加部署成本。就算SpaceX的可复用火箭‘星舰’今年实现了有效载荷上天，天上发电的成本依然显著高于地面。”雨广说。</p><p style=\"text-align: justify;\">此外，参考国际空间站，其拥有全球最大的太阳能帆板，总面积3000多平方米，相当于两个足球场大，最大发电功率约160千瓦。但雨广认为，以每平方米太阳能板的发电功率计算，要达到马斯克规划的吉瓦级别功率，太阳能板的总面积将以平方公里计，这对于材料和工程设计都是极大挑战。</p><h2 id=\"id_3263435524\">“账还算不过来”</h2><p style=\"text-align: justify;\">毋庸置疑的是，当前国内外企业都在加速推进太空计算的工程化落地。</p><p style=\"text-align: justify;\">去年11月，美国轨道数据中心初创企业Starcloud发射的Starcloud-1卫星成功运行了英伟达H100芯片，首次完成了大模型的在轨训练和推理任务。几乎同时，谷歌宣布启动“捕日者计划”，拟于2027年发射搭载自研大模型训练芯片的太阳能卫星。前述申请中，马斯克提出五年内实现“太空AI训练成本最低”的愿景，并规划每年部署100吉瓦的算力。</p><p style=\"text-align: justify;\">国内也有相应探索。去年5月，随着首批12颗计算卫星发射入轨，由浙江之江实验室牵头的“三体计算星座”正式进入组网阶段。该项目计划2030年建成，包含1000颗卫星，覆盖全球网络，是国内首个整轨互联的太空计算星座。据了解，“三体计算星座”将广泛应用于城市治理、应急救灾、环境监测等领域，在轨计算可将数据处理时间缩短至秒级。 </p><p style=\"text-align: justify;\">相比之下，对于“地数天算”这一更长远的应用，部分业内人士还持保留态度，因为人类社会绝大多数数据仍来源于地面，“地数天算”意味着将引入更大规模、更密集的在轨器件。北京星辰未来空间技术研究院院长张善从在前述太空算力研讨会上表示，太空算力仍面临安全等方面的挑战，包括辐射防护与硬件可靠性、空间碎片与自主避碰等。这依赖于关键技术突破，如超大规模姿轨协同控制、抗辐照芯片加固等。</p><p style=\"text-align: justify;\">雨广指出，大规模在轨器件受宇宙辐射的影响很大，芯片上天之后，高能粒子穿透芯片造成数据错误，使得大模型本身出错的概率提高，器件也更容易损坏。如果训练中途出错，整个训练过程可能都需要重来。即使只用于推理，一个频繁出错的商用大模型，也无法保证用户体验。</p><p style=\"text-align: justify;\">若加入防护和纠错设备，又将引入额外成本。有航天科普专家向《中国新闻周刊》表示，马斯克布局太空算力的野心，很大程度上来源于“星舰”提供的运力底气。SpaceX计划今年实现“星舰”的完全可重复使用，使太空进入成本骤降99%，每磅有效载荷的成本可降至100美元以下。SpaceX为“星链”项目申请了4.2万颗卫星许可，目前部署超9600颗，且仍在扩展。国内可重复使用运载火箭技术尚处于验证阶段，单次搭载卫星数量有限，“账还算不过来”。</p><p style=\"text-align: justify;\">散热也是个大问题。雨广指出，地面可以用水和空气等介质，靠对流散热把热量带走。而宇宙空间只有辐射散热一种散热形式，这意味着算力卫星可能需要非常大的散热板，同时不断调整姿态，一边获取太阳能，一边朝背对太阳的方向散热。</p><p style=\"text-align: justify;\">显然，马斯克也意识到了这些问题。<strong>据多家媒体报道，马斯克团队近期走访了中国多家光伏企业，考察设备、硅片、电池组件等全产业链环节。这次考察并非一时兴起。前述航天科普专家表示，马斯克需要寻找低成本、抗辐射、高效率的光伏组件，以支持其太空算力战略。</strong></p><p style=\"text-align: justify;\">雨广指出，即使有诸多困难和争议，算力上天仍是未来趋势。FCC对SpaceX本次申请的态度将持续牵动业内神经。而马斯克本人似乎信心满满，他在X推文的最后引用的“Ad Astra”，源于一句拉丁文格言“Per aspera, ad astra”，意为“循此苦旅，以抵繁星”。</p></body></html>","source":"inewsweek","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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发射100万颗卫星，马斯克要干什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-07 14:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/zwl9ScSQ6sPIiU-6dAnSRw><strong>中国新闻周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SpaceX向美国FCC申请发射最多100万颗卫星，计划构建覆盖全球的轨道数据中心网络，实现“大模型上天”，通过在轨算力直接处理数据，减轻地面数据中心压力并提高效率。专家指出，太空算力具备长期高强度太阳能供电和快速数据交换优势，但仍面临发电效率、散热、辐射防护、硬件可靠性、空间碎片及成本等挑战。马斯克又开始“左手倒右手”了。2月3日，美国太空探索技术公司（SpaceX）创始人埃隆·马斯克在社交平台...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/zwl9ScSQ6sPIiU-6dAnSRw\">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/8a22c2a7d7712e053c817fe8a7d09630","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/zwl9ScSQ6sPIiU-6dAnSRw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168542941","content_text":"SpaceX向美国FCC申请发射最多100万颗卫星，计划构建覆盖全球的轨道数据中心网络，实现“大模型上天”，通过在轨算力直接处理数据，减轻地面数据中心压力并提高效率。专家指出，太空算力具备长期高强度太阳能供电和快速数据交换优势，但仍面临发电效率、散热、辐射防护、硬件可靠性、空间碎片及成本等挑战。马斯克又开始“左手倒右手”了。2月3日，美国太空探索技术公司（SpaceX）创始人埃隆·马斯克在社交平台X上宣布，其创办的人工智能公司xAI将被SpaceX收购，从而打造“全球最具雄心的创新引擎”。近日，有SpaceX股东向媒体回应，合并已获董事会批准。显然，这不是一次简单的商业合并。就在1月30日，SpaceX向美国联邦通信委员会（FCC）提交申请，计划发射“一个拥有前所未有计算能力的卫星星座”，用于支持AI大模型的在轨应用。这一星座最多将包含100万颗卫星，形成覆盖全球的轨道数据中心网络。当地时间2月4日，FCC宣布正式受理该申请，开始征集公众意见。马斯克真正想要布局的是一个全新的增长点：太空计算。太空计算是指将计算资源部署在太空，通过卫星等基础设施实现数据处理和智能决策。马斯克曾公开表示，全球地面AI基建白热化，地球终将承载不了大模型所需算力，算力上天是必然选择。那么，他眼中“永远阳光明媚”、能够提供无限能源的太空，真的能成为大模型的未来温床吗？发电效率依然是挑战这不是马斯克第一次大张旗鼓地做资产重组了。去年3月，刚成立两年的xAI 收购了社交平台X，形成了社交媒体与模型算力的闭环。xAI与SpaceX的合并意味着前者将拥有稳定的发射能力，而后者则可拿到长期的卫星发射订单，从而形成“火箭发射+太空算力+AI大模型”的完整闭环。据SpaceX发布的文件，马斯克此次申请的星座将直接捕获太阳能，通过能源转换系统为轨道上的数据中心供电，从而供养大模型这一“吃电大户”。这一构想有着诸多吸引力。据英国巴克莱银行研究团队2025年公布的数据，美国目前已规划的大型数据中心项目总容量超过45吉瓦，2030年将超过200吉瓦，占美国总发电量的40%。而高轨太空数据中心可长时间使用高强度太阳能，不受大气影响，发电效率可达地面太阳能的5倍。“目前公认的太空计算应用是‘天数天算’。”国内资深航天专家雨广向《中国新闻周刊》介绍，以遥感卫星为例，其传统的工作模式是把遥感数据，例如卫星拍摄的照片用无线电传回地面，再处理形成数据产品加以利用，即“天数地算”。大模型的训练和推理都在地面，意味着大量算力仍部署在智算中心等核心枢纽。如果大模型能上天，这些数据能直接在太空被处理和分析，地面仅接收分析后的结果，就能解放地面设备占地。这一应用前景国内外已成共识。在今年1月举办的“星算·智联”太空算力研讨会上，中国信息通信研究院总工程师何宝宏指出，打造太空算力体系，不仅能有效缓解星际数据的传输压力，提升遥感、通信、导航等空间信息服务的时效性，也有助于破解超大规模算力集群面临的能源供给等多重制约。“天数天算”的核心优势是效率。雨广认为，大模型需要与数据库或其他大模型进行海量数据交换，若能与低轨的天基互联网卫星联网，通过微波或激光链路通信，其数据交换速度不逊于地面光纤网络。但同时，要实现数据全球覆盖，算力星座应是一个均匀的星座，不太可能都在同一轨道面上。SpaceX此次申请并未公布太多技术细节，如卫星尺寸、质量等。其构想星座将在距地面500—2000公里的轨道范围内运行，轨道倾角30度，每个轨道层的高度跨度可达50公里，卫星之间采用激光通信。100万颗卫星布满天空，必然遇到发电效率的问题。雨广指出，算力卫星理论上最适合的轨道——晨昏轨道，是一种特殊的太阳同步轨道，典型高度为距地面700—800公里。晨昏轨道卫星的轨道面与地球晨昏面大抵重合，使得卫星几乎一直能受到太阳照射。这一轨道上已有不少气象、科研卫星。而在其他轨道，卫星都会有一段时间进入地球阴影区。显然，晨昏轨道只有一个轨道面，无法满足所有算力卫星的布设。“最坏的情况是，卫星在40%的运行时间里被地球遮蔽，无法通过太阳能发电，只能依靠配套的蓄电池，这会大大增加部署成本。就算SpaceX的可复用火箭‘星舰’今年实现了有效载荷上天，天上发电的成本依然显著高于地面。”雨广说。此外，参考国际空间站，其拥有全球最大的太阳能帆板，总面积3000多平方米，相当于两个足球场大，最大发电功率约160千瓦。但雨广认为，以每平方米太阳能板的发电功率计算，要达到马斯克规划的吉瓦级别功率，太阳能板的总面积将以平方公里计，这对于材料和工程设计都是极大挑战。“账还算不过来”毋庸置疑的是，当前国内外企业都在加速推进太空计算的工程化落地。去年11月，美国轨道数据中心初创企业Starcloud发射的Starcloud-1卫星成功运行了英伟达H100芯片，首次完成了大模型的在轨训练和推理任务。几乎同时，谷歌宣布启动“捕日者计划”，拟于2027年发射搭载自研大模型训练芯片的太阳能卫星。前述申请中，马斯克提出五年内实现“太空AI训练成本最低”的愿景，并规划每年部署100吉瓦的算力。国内也有相应探索。去年5月，随着首批12颗计算卫星发射入轨，由浙江之江实验室牵头的“三体计算星座”正式进入组网阶段。该项目计划2030年建成，包含1000颗卫星，覆盖全球网络，是国内首个整轨互联的太空计算星座。据了解，“三体计算星座”将广泛应用于城市治理、应急救灾、环境监测等领域，在轨计算可将数据处理时间缩短至秒级。 相比之下，对于“地数天算”这一更长远的应用，部分业内人士还持保留态度，因为人类社会绝大多数数据仍来源于地面，“地数天算”意味着将引入更大规模、更密集的在轨器件。北京星辰未来空间技术研究院院长张善从在前述太空算力研讨会上表示，太空算力仍面临安全等方面的挑战，包括辐射防护与硬件可靠性、空间碎片与自主避碰等。这依赖于关键技术突破，如超大规模姿轨协同控制、抗辐照芯片加固等。雨广指出，大规模在轨器件受宇宙辐射的影响很大，芯片上天之后，高能粒子穿透芯片造成数据错误，使得大模型本身出错的概率提高，器件也更容易损坏。如果训练中途出错，整个训练过程可能都需要重来。即使只用于推理，一个频繁出错的商用大模型，也无法保证用户体验。若加入防护和纠错设备，又将引入额外成本。有航天科普专家向《中国新闻周刊》表示，马斯克布局太空算力的野心，很大程度上来源于“星舰”提供的运力底气。SpaceX计划今年实现“星舰”的完全可重复使用，使太空进入成本骤降99%，每磅有效载荷的成本可降至100美元以下。SpaceX为“星链”项目申请了4.2万颗卫星许可，目前部署超9600颗，且仍在扩展。国内可重复使用运载火箭技术尚处于验证阶段，单次搭载卫星数量有限，“账还算不过来”。散热也是个大问题。雨广指出，地面可以用水和空气等介质，靠对流散热把热量带走。而宇宙空间只有辐射散热一种散热形式，这意味着算力卫星可能需要非常大的散热板，同时不断调整姿态，一边获取太阳能，一边朝背对太阳的方向散热。显然，马斯克也意识到了这些问题。据多家媒体报道，马斯克团队近期走访了中国多家光伏企业，考察设备、硅片、电池组件等全产业链环节。这次考察并非一时兴起。前述航天科普专家表示，马斯克需要寻找低成本、抗辐射、高效率的光伏组件，以支持其太空算力战略。雨广指出，即使有诸多困难和争议，算力上天仍是未来趋势。FCC对SpaceX本次申请的态度将持续牵动业内神经。而马斯克本人似乎信心满满，他在X推文的最后引用的“Ad Astra”，源于一句拉丁文格言“Per aspera, ad astra”，意为“循此苦旅，以抵繁星”。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529723444851528,"gmtCreate":1770347898252,"gmtModify":1770347900152,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529723444851528","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529723302622560,"gmtCreate":1770347867319,"gmtModify":1770347869590,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"htmlText":"看看证券市场？","listText":"看看证券市场？","text":"看看证券市场？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529723302622560","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529171932692632,"gmtCreate":1770175934790,"gmtModify":1770175937153,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"太阳光伏能。","listText":"太阳光伏能。","text":"太阳光伏能。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/529171932692632","repostId":"1105017941","repostType":4,"repost":{"id":"1105017941","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1770172080,"share":"https://www.laohu8.com/m/news/1105017941?lang=zh_CN&edition=full","pubTime":"2026-02-04 10:28","market":"us","language":"zh","title":"消息人士：马斯克团队近期秘密走访了中国多家光伏企业","url":"https://stock-news.laohu8.com/highlight/detail?id=1105017941","media":"老虎资讯综合","summary":"有光伏企业证实此行程","content":"<html><head></head><body><p>据消息人士透露，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿技术路线的光伏企业。</p><p>有光伏企业证实此行程，称“与马斯克团队确实接触过，考察内容需要保密”。</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>消息人士：马斯克团队近期秘密走访了中国多家光伏企业</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消息人士：马斯克团队近期秘密走访了中国多家光伏企业\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-04 10:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据消息人士透露，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿技术路线的光伏企业。</p><p>有光伏企业证实此行程，称“与马斯克团队确实接触过，考察内容需要保密”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"159123":"光伏基金","159609":"光伏龙头","159857":"光伏ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105017941","content_text":"据消息人士透露，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿技术路线的光伏企业。有光伏企业证实此行程，称“与马斯克团队确实接触过，考察内容需要保密”。","news_type":1,"symbols_score_info":{"159123":2,"159609":2,"159857":2}},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"content":"继续努力跌宕起伏","text":"继续努力跌宕起伏","html":"继续努力跌宕起伏"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528338881754296,"gmtCreate":1770009889681,"gmtModify":1770009891759,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528338881754296","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528304034402816,"gmtCreate":1770001448185,"gmtModify":1770001450832,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"航天算力，太阳能。","listText":"航天算力，太阳能。","text":"航天算力，太阳能。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/528304034402816","repostId":"1114903885","repostType":4,"repost":{"id":"1114903885","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769999265,"share":"https://www.laohu8.com/m/news/1114903885?lang=zh_CN&edition=full","pubTime":"2026-02-02 10:27","market":"us","language":"zh","title":"年赚80亿、估值冲击万亿美元：SpaceX走到IPO关键节点","url":"https://stock-news.laohu8.com/highlight/detail?id=1114903885","media":"老虎资讯综合","summary":"IPO前夕，SpaceX或与xAI推进并购整合围绕SpaceX拟推进首次公开募股的消息，市场持续关注其资本运作节奏。最新信息显示，SpaceX正在评估与马斯克旗下人工智能公司xAI的潜在合并方案。xAI此前在融资中的估值高达2300亿美元，若在IPO前完成整合，将对SpaceX的估值结构、业务叙事及上市节奏产生显著影响。市场传闻称，SpaceX在IPO中可能寻求融资规模高达500亿美元，对应估值区间或上探至1.5万亿美元。若该进展成真，SpaceX有望成为美股历史上体量最大的IPO之一。","content":"<html><head></head><body><h3 id=\"id_421127763\">IPO前夕，SpaceX或与xAI推进并购整合</h3><p>围绕SpaceX拟推进首次公开募股（IPO）的消息，市场持续关注其资本运作节奏。最新信息显示，SpaceX正在评估与马斯克旗下人工智能公司xAI的潜在合并方案。</p><p>xAI此前在融资中的估值高达2300亿美元，若在IPO前完成整合，将对SpaceX的估值结构、业务叙事及上市节奏产生显著影响。</p><p>并购有助于强化“航天+AI算力基础设施”的整体叙事，同时也可能增加IPO筹备的复杂度与合规成本。</p><h3 id=\"id_729364098\">盈利能力首次曝光，财务基础支撑万亿美元估值预期</h3><p>据披露，SpaceX在2025年实现约150亿至160亿美元收入，对应约80亿美元的EBITDA利润（未包含资本性支出）。这一盈利能力在重资产航天行业中极为罕见，为其冲击超高估值提供了现实基础。</p><p>市场传闻称，SpaceX在IPO中可能寻求融资规模高达500亿美元，对应估值区间或上探至1.5万亿美元。若该进展成真，SpaceX有望成为美股历史上体量最大的IPO之一。</p><h3 id=\"id_2325620464\">Starlink成现金牛，商业模式逐步走向稳定化</h3><p>目前，SpaceX的主要收入来源来自Starlink卫星互联网业务，订阅用户数已在去年底达到约900万。</p><p>与此同时，商业发射服务及政府航天订单构成稳定补充收入来源。Starlink的订阅制模式正在逐步降低公司对单次发射订单波动的依赖，使整体现金流结构更具可预测性，为后续资本市场定价提供重要支撑。</p><h3 id=\"id_531430782\">申请发射百万颗卫星，构想“轨道数据中心”</h3><p>SpaceX已向美国监管机构申请许可，计划最多发射100万颗卫星，构建“轨道数据中心”网络，用于承载AI算力需求。</p><p>公司提出，太空环境具备接近连续的太阳能供电条件，并拥有更低的散热成本，有望在长期降低数据中心能耗与运维成本。</p><p>从历史数据看，人类迄今发射入轨卫星总量约为2.5万颗，该计划在规模上远超既有实践，技术可行性、轨道资源约束与商业化路径仍存在较大不确定性。</p><h3 id=\"id_1669507554\">AI叙事与资本运作协同，增强IPO想象空间</h3><p>将xAI纳入SpaceX体系，有助于构建“航天基础设施+AI算力平台”的整体故事线，使SpaceX从单一航天企业升级为“未来算力基础设施提供者”。</p><p>这一叙事有利于吸引成长型资金，并提升IPO阶段的市场关注度与估值溢价空间。</p><p>但从执行层面看，大规模并购、业务整合、技术落地仍面临周期长、资本开支高企等现实约束，短期内对盈利贡献有限。</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\" 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10:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_421127763\">IPO前夕，SpaceX或与xAI推进并购整合</h3><p>围绕SpaceX拟推进首次公开募股（IPO）的消息，市场持续关注其资本运作节奏。最新信息显示，SpaceX正在评估与马斯克旗下人工智能公司xAI的潜在合并方案。</p><p>xAI此前在融资中的估值高达2300亿美元，若在IPO前完成整合，将对SpaceX的估值结构、业务叙事及上市节奏产生显著影响。</p><p>并购有助于强化“航天+AI算力基础设施”的整体叙事，同时也可能增加IPO筹备的复杂度与合规成本。</p><h3 id=\"id_729364098\">盈利能力首次曝光，财务基础支撑万亿美元估值预期</h3><p>据披露，SpaceX在2025年实现约150亿至160亿美元收入，对应约80亿美元的EBITDA利润（未包含资本性支出）。这一盈利能力在重资产航天行业中极为罕见，为其冲击超高估值提供了现实基础。</p><p>市场传闻称，SpaceX在IPO中可能寻求融资规模高达500亿美元，对应估值区间或上探至1.5万亿美元。若该进展成真，SpaceX有望成为美股历史上体量最大的IPO之一。</p><h3 id=\"id_2325620464\">Starlink成现金牛，商业模式逐步走向稳定化</h3><p>目前，SpaceX的主要收入来源来自Starlink卫星互联网业务，订阅用户数已在去年底达到约900万。</p><p>与此同时，商业发射服务及政府航天订单构成稳定补充收入来源。Starlink的订阅制模式正在逐步降低公司对单次发射订单波动的依赖，使整体现金流结构更具可预测性，为后续资本市场定价提供重要支撑。</p><h3 id=\"id_531430782\">申请发射百万颗卫星，构想“轨道数据中心”</h3><p>SpaceX已向美国监管机构申请许可，计划最多发射100万颗卫星，构建“轨道数据中心”网络，用于承载AI算力需求。</p><p>公司提出，太空环境具备接近连续的太阳能供电条件，并拥有更低的散热成本，有望在长期降低数据中心能耗与运维成本。</p><p>从历史数据看，人类迄今发射入轨卫星总量约为2.5万颗，该计划在规模上远超既有实践，技术可行性、轨道资源约束与商业化路径仍存在较大不确定性。</p><h3 id=\"id_1669507554\">AI叙事与资本运作协同，增强IPO想象空间</h3><p>将xAI纳入SpaceX体系，有助于构建“航天基础设施+AI算力平台”的整体故事线，使SpaceX从单一航天企业升级为“未来算力基础设施提供者”。</p><p>这一叙事有利于吸引成长型资金，并提升IPO阶段的市场关注度与估值溢价空间。</p><p>但从执行层面看，大规模并购、业务整合、技术落地仍面临周期长、资本开支高企等现实约束，短期内对盈利贡献有限。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"RKLB":"Rocket Lab USA, Inc.","SIDU":"Sidus Space Inc.","DXYZ":"Destiny Tech100 Inc","LUNR":"Intuitive Machines","ASTS":"AST SpaceMobile, Inc.","SATS":"回声星通信","ALAB":"Astera Labs, Inc.","SPCE":"维珍银河","KULR":"KULR Technology Group, 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05:35","market":"sg","language":"zh","title":"异动解读 | SanDisk财报超预期，盘后大涨12.86%","url":"https://stock-news.laohu8.com/highlight/detail?id=1164266745","media":"异动解读","summary":"SanDisk Corp（股票代码：SNDK）今日盘后股价大幅上涨12.86%，引起了市场的广泛关注。消息面上，SanDisk发布了2026财年第二季度财报，其营收和每股净利润均大幅超过市场预期，同时公司对下一财季的营收指引也表现强劲，这显著提振了投资者信心，成为推动股价在盘后时段飙升的主要原因。具体而言，SanDisk第二财季营收达到30.3亿美元，远超分析师预估的26.7亿美元；调整后每股净利润为6.2美元。此外，公司预计第三财季营收将在44亿至48亿美元之间，展现出良好的增长前景。","content":"<p>SanDisk Corp（股票代码：SNDK）今日盘后股价大幅上涨12.86%，引起了市场的广泛关注。</p><p>消息面上，SanDisk发布了2026财年第二季度财报，其营收和每股净利润均大幅超过市场预期，同时公司对下一财季的营收指引也表现强劲，这显著提振了投资者信心，成为推动股价在盘后时段飙升的主要原因。</p><p>具体而言，SanDisk第二财季营收达到30.3亿美元，远超分析师预估的26.7亿美元；调整后每股净利润为6.2美元。此外，公司预计第三财季营收将在44亿至48亿美元之间，展现出良好的增长前景。</p>","source":"ai_movement_cn","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 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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异动解读 | SanDisk财报超预期，盘后大涨12.86%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-01-30 05:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SanDisk Corp（股票代码：SNDK）今日盘后股价大幅上涨12.86%，引起了市场的广泛关注。</p><p>消息面上，SanDisk发布了2026财年第二季度财报，其营收和每股净利润均大幅超过市场预期，同时公司对下一财季的营收指引也表现强劲，这显著提振了投资者信心，成为推动股价在盘后时段飙升的主要原因。</p><p>具体而言，SanDisk第二财季营收达到30.3亿美元，远超分析师预估的26.7亿美元；调整后每股净利润为6.2美元。此外，公司预计第三财季营收将在44亿至48亿美元之间，展现出良好的增长前景。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164266745","content_text":"SanDisk Corp（股票代码：SNDK）今日盘后股价大幅上涨12.86%，引起了市场的广泛关注。消息面上，SanDisk发布了2026财年第二季度财报，其营收和每股净利润均大幅超过市场预期，同时公司对下一财季的营收指引也表现强劲，这显著提振了投资者信心，成为推动股价在盘后时段飙升的主要原因。具体而言，SanDisk第二财季营收达到30.3亿美元，远超分析师预估的26.7亿美元；调整后每股净利润为6.2美元。此外，公司预计第三财季营收将在44亿至48亿美元之间，展现出良好的增长前景。","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526812016353912,"gmtCreate":1769643923401,"gmtModify":1769643925716,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"htmlText":"上到⛰️","listText":"上到⛰️","text":"上到⛰️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526812016353912","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526721799475856,"gmtCreate":1769567736855,"gmtModify":1769567739083,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"htmlText":"没有解决方案","listText":"没有解决方案","text":"没有解决方案","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526721799475856","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526322963928392,"gmtCreate":1769524597372,"gmtModify":1769524599180,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"<a 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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526322963928392","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525806976447224,"gmtCreate":1769397443237,"gmtModify":1769397445149,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"🐱","listText":"🐱","text":"🐱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525806976447224","repostId":"2605007084","repostType":2,"repost":{"id":"2605007084","kind":"news","pubTimestamp":1769199480,"share":"https://www.laohu8.com/m/news/2605007084?lang=zh_CN&edition=full","pubTime":"2026-01-24 04:18","market":"hk","language":"zh","title":"高盛将首席执行官的年薪从3900万美元提高至4700万","url":"https://stock-news.laohu8.com/highlight/detail?id=2605007084","media":"环球市场播报","summary":"高盛决定首席执行官大卫·所罗门2025年的总薪酬为4700万美元。\n　　2024年总薪酬为3900万美元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈钰嘉","content":"<html><body><div>\n<p>　　<span><a href=\"https://laohu8.com/S/GS\">高盛</a></span><span></span>决定首席执行官大卫·所罗门2025年的总薪酬为4700万美元。</p>\n<p>　　2024年总薪酬为3900万美元。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：陈钰嘉 </p>\n</div></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>高盛将首席执行官的年薪从3900万美元提高至4700万</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高盛将首席执行官的年薪从3900万美元提高至4700万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-24 04:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-01-24/doc-inhiiucn0599661.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛决定首席执行官大卫·所罗门2025年的总薪酬为4700万美元。\n　　2024年总薪酬为3900万美元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈钰嘉</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-01-24/doc-inhiiucn0599661.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4516":"特朗普概念","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4504":"桥水持仓","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) 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ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0106831901.USD":"贝莱德世界金融基金A2","BK4127":"投资银行业与经纪业","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-01-24/doc-inhiiucn0599661.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2605007084","content_text":"高盛决定首席执行官大卫·所罗门2025年的总薪酬为4700万美元。\n　　2024年总薪酬为3900万美元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈钰嘉","news_type":1,"symbols_score_info":{"GS":1.5}},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525806618805648,"gmtCreate":1769397430092,"gmtModify":1769397432227,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"没能很好的平衡“轻薄”与“全能”之间的关系。","listText":"没能很好的平衡“轻薄”与“全能”之间的关系。","text":"没能很好的平衡“轻薄”与“全能”之间的关系。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525806618805648","repostId":"2606258187","repostType":2,"repost":{"id":"2606258187","kind":"news","pubTimestamp":1769248687,"share":"https://www.laohu8.com/m/news/2606258187?lang=zh_CN&edition=full","pubTime":"2026-01-24 17:58","market":"us","language":"zh","title":"苹果三星超薄旗舰全部大降价：三星S25 Edge暴降2500元","url":"https://stock-news.laohu8.com/highlight/detail?id=2606258187","media":"快科技","summary":"快科技1月24日消息，苹果天猫官方旗舰店上线新年促销活动，旗下iPhone Air直降2000元，256GB标准版售价从7999元骤降至5999元。与此同时，三星Galaxy S25 Edge开启大降价，三星京东自营店直降2500元，叠加国补后的价格是4999元，比首发价便宜了3000元。对比iPhone Air，三星Galaxy S25 Edge多了一颗超广角摄像头，电池容量同样偏小，市场销量也没有达到预期。","content":"<html><body><p>快科技1月24日消息，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>天猫官方旗舰店上线新年促销活动，旗下iPhone Air直降2000元，256GB标准版售价从7999元骤降至5999元。叠加国家补贴后，用户实际支付价格是5499元。</p><p>与此同时，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>Galaxy S25 Edge开启大降价，<strong>三星<a href=\"https://laohu8.com/S/JD\">京东</a>自营店直降2500元，叠加国补后的价格是4999元，比首发价便宜了3000元。</strong></p><p><img src=\"https://x0.ifengimg.com/res/2026/4F15D82E050041B9913A95CFDF214CAB57B61148_size110_w600_h400.jpg\"/></p><p>和iPhone Air一样，Galaxy S25 Edge同样是一款超轻薄旗舰，其<strong>厚度只有5.8mm，重量只有163g，配备6.7英寸2K全面屏，支</strong>持120Hz智能刷新率，前置1200万像素，后置2亿主摄和1200万超广角，支持OIS防抖，电池是3900mAh。</p><p>对比iPhone Air，<strong>三星Galaxy S25 Edge多了一颗超广角摄像头，电池容量同样偏小，市场销量也没有达到预期。</strong></p><p>分析师指出，苹果三星超薄旗舰的销量都不算<a href=\"https://laohu8.com/S/LI\">理想</a>，主要问题在于产品定义与市场定位的错位，它们将“超轻薄”这一特性拔高到了顶级旗舰的价位，却没能很好的平衡“轻薄”与“全能”之间的关系。</p><p>为了极致轻薄牺牲了太多用户体验，产品力严重不足，用户会面临当主力机不够用，当备用机太昂贵的尴尬境地，虽然超薄旗舰有着很独特且吸引人的卖点和特色，但无法满足消费者对它的期待。</p><p><img src=\"https://x0.ifengimg.com/res/2026/734355E5F18429900F03F08325C531831A961174_size397_w600_h1320.jpg\"/></p></body></html>","source":"fenghuang_stock","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>苹果三星超薄旗舰全部大降价：三星S25 Edge暴降2500元</title>\n<style 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href=\"https://tech.ifeng.com/c/8qBBOyTV1AE\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","BK4507":"流媒体概念","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 不可能一直没有更新 对于哈哈哈","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 不可能一直没有更新 对于哈哈哈","text":"$特斯拉(TSLA)$ 不可能一直没有更新 对于哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/514083297436864","isVote":1,"tweetType":1,"viewCount":1346,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000202","authorId":"9000000000000202","name":"JaneWW","avatar":"https://static.tigerbbs.com/14a2ff8c5e89941e17edca25f99480f8","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000202","authorIdStr":"9000000000000202"},"content":"TSLA最近动静不大，等等看财报怎么说？","text":"TSLA最近动静不大，等等看财报怎么说？","html":"TSLA最近动静不大，等等看财报怎么说？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523363495886944,"gmtCreate":1768745800317,"gmtModify":1768745805561,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"htmlText":"没有交易就没有生活每天都是这样","listText":"没有交易就没有生活每天都是这样","text":"没有交易就没有生活每天都是这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/523363495886944","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519763972502256,"gmtCreate":1767916831661,"gmtModify":1767916833892,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"htmlText":"n能不能你举高高","listText":"n能不能你举高高","text":"n能不能你举高高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/519763972502256","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529171932692632,"gmtCreate":1770175934790,"gmtModify":1770175937153,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"太阳光伏能。","listText":"太阳光伏能。","text":"太阳光伏能。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/529171932692632","repostId":"1105017941","repostType":4,"repost":{"id":"1105017941","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1770172080,"share":"https://www.laohu8.com/m/news/1105017941?lang=zh_CN&edition=full","pubTime":"2026-02-04 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10:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据消息人士透露，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿技术路线的光伏企业。</p><p>有光伏企业证实此行程，称“与马斯克团队确实接触过，考察内容需要保密”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"159123":"光伏基金","159609":"光伏龙头","159857":"光伏ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105017941","content_text":"据消息人士透露，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿技术路线的光伏企业。有光伏企业证实此行程，称“与马斯克团队确实接触过，考察内容需要保密”。","news_type":1,"symbols_score_info":{"159123":2,"159609":2,"159857":2}},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"content":"继续努力跌宕起伏","text":"继续努力跌宕起伏","html":"继续努力跌宕起伏"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518519284663104,"gmtCreate":1767620920159,"gmtModify":1767620922128,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06082\">$壁仞科技(06082)$ </a> 继续输液继续捂。","listText":"<a href=\"https://laohu8.com/S/06082\">$壁仞科技(06082)$ </a> 继续输液继续捂。","text":"$壁仞科技(06082)$ 继续输液继续捂。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/518519284663104","isVote":1,"tweetType":1,"viewCount":2525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528304034402816,"gmtCreate":1770001448185,"gmtModify":1770001450832,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"航天算力，太阳能。","listText":"航天算力，太阳能。","text":"航天算力，太阳能。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/528304034402816","repostId":"1114903885","repostType":4,"repost":{"id":"1114903885","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769999265,"share":"https://www.laohu8.com/m/news/1114903885?lang=zh_CN&edition=full","pubTime":"2026-02-02 10:27","market":"us","language":"zh","title":"年赚80亿、估值冲击万亿美元：SpaceX走到IPO关键节点","url":"https://stock-news.laohu8.com/highlight/detail?id=1114903885","media":"老虎资讯综合","summary":"IPO前夕，SpaceX或与xAI推进并购整合围绕SpaceX拟推进首次公开募股的消息，市场持续关注其资本运作节奏。最新信息显示，SpaceX正在评估与马斯克旗下人工智能公司xAI的潜在合并方案。xAI此前在融资中的估值高达2300亿美元，若在IPO前完成整合，将对SpaceX的估值结构、业务叙事及上市节奏产生显著影响。市场传闻称，SpaceX在IPO中可能寻求融资规模高达500亿美元，对应估值区间或上探至1.5万亿美元。若该进展成真，SpaceX有望成为美股历史上体量最大的IPO之一。","content":"<html><head></head><body><h3 id=\"id_421127763\">IPO前夕，SpaceX或与xAI推进并购整合</h3><p>围绕SpaceX拟推进首次公开募股（IPO）的消息，市场持续关注其资本运作节奏。最新信息显示，SpaceX正在评估与马斯克旗下人工智能公司xAI的潜在合并方案。</p><p>xAI此前在融资中的估值高达2300亿美元，若在IPO前完成整合，将对SpaceX的估值结构、业务叙事及上市节奏产生显著影响。</p><p>并购有助于强化“航天+AI算力基础设施”的整体叙事，同时也可能增加IPO筹备的复杂度与合规成本。</p><h3 id=\"id_729364098\">盈利能力首次曝光，财务基础支撑万亿美元估值预期</h3><p>据披露，SpaceX在2025年实现约150亿至160亿美元收入，对应约80亿美元的EBITDA利润（未包含资本性支出）。这一盈利能力在重资产航天行业中极为罕见，为其冲击超高估值提供了现实基础。</p><p>市场传闻称，SpaceX在IPO中可能寻求融资规模高达500亿美元，对应估值区间或上探至1.5万亿美元。若该进展成真，SpaceX有望成为美股历史上体量最大的IPO之一。</p><h3 id=\"id_2325620464\">Starlink成现金牛，商业模式逐步走向稳定化</h3><p>目前，SpaceX的主要收入来源来自Starlink卫星互联网业务，订阅用户数已在去年底达到约900万。</p><p>与此同时，商业发射服务及政府航天订单构成稳定补充收入来源。Starlink的订阅制模式正在逐步降低公司对单次发射订单波动的依赖，使整体现金流结构更具可预测性，为后续资本市场定价提供重要支撑。</p><h3 id=\"id_531430782\">申请发射百万颗卫星，构想“轨道数据中心”</h3><p>SpaceX已向美国监管机构申请许可，计划最多发射100万颗卫星，构建“轨道数据中心”网络，用于承载AI算力需求。</p><p>公司提出，太空环境具备接近连续的太阳能供电条件，并拥有更低的散热成本，有望在长期降低数据中心能耗与运维成本。</p><p>从历史数据看，人类迄今发射入轨卫星总量约为2.5万颗，该计划在规模上远超既有实践，技术可行性、轨道资源约束与商业化路径仍存在较大不确定性。</p><h3 id=\"id_1669507554\">AI叙事与资本运作协同，增强IPO想象空间</h3><p>将xAI纳入SpaceX体系，有助于构建“航天基础设施+AI算力平台”的整体故事线，使SpaceX从单一航天企业升级为“未来算力基础设施提供者”。</p><p>这一叙事有利于吸引成长型资金，并提升IPO阶段的市场关注度与估值溢价空间。</p><p>但从执行层面看，大规模并购、业务整合、技术落地仍面临周期长、资本开支高企等现实约束，短期内对盈利贡献有限。</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\" 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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年赚80亿、估值冲击万亿美元：SpaceX走到IPO关键节点\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-02 10:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_421127763\">IPO前夕，SpaceX或与xAI推进并购整合</h3><p>围绕SpaceX拟推进首次公开募股（IPO）的消息，市场持续关注其资本运作节奏。最新信息显示，SpaceX正在评估与马斯克旗下人工智能公司xAI的潜在合并方案。</p><p>xAI此前在融资中的估值高达2300亿美元，若在IPO前完成整合，将对SpaceX的估值结构、业务叙事及上市节奏产生显著影响。</p><p>并购有助于强化“航天+AI算力基础设施”的整体叙事，同时也可能增加IPO筹备的复杂度与合规成本。</p><h3 id=\"id_729364098\">盈利能力首次曝光，财务基础支撑万亿美元估值预期</h3><p>据披露，SpaceX在2025年实现约150亿至160亿美元收入，对应约80亿美元的EBITDA利润（未包含资本性支出）。这一盈利能力在重资产航天行业中极为罕见，为其冲击超高估值提供了现实基础。</p><p>市场传闻称，SpaceX在IPO中可能寻求融资规模高达500亿美元，对应估值区间或上探至1.5万亿美元。若该进展成真，SpaceX有望成为美股历史上体量最大的IPO之一。</p><h3 id=\"id_2325620464\">Starlink成现金牛，商业模式逐步走向稳定化</h3><p>目前，SpaceX的主要收入来源来自Starlink卫星互联网业务，订阅用户数已在去年底达到约900万。</p><p>与此同时，商业发射服务及政府航天订单构成稳定补充收入来源。Starlink的订阅制模式正在逐步降低公司对单次发射订单波动的依赖，使整体现金流结构更具可预测性，为后续资本市场定价提供重要支撑。</p><h3 id=\"id_531430782\">申请发射百万颗卫星，构想“轨道数据中心”</h3><p>SpaceX已向美国监管机构申请许可，计划最多发射100万颗卫星，构建“轨道数据中心”网络，用于承载AI算力需求。</p><p>公司提出，太空环境具备接近连续的太阳能供电条件，并拥有更低的散热成本，有望在长期降低数据中心能耗与运维成本。</p><p>从历史数据看，人类迄今发射入轨卫星总量约为2.5万颗，该计划在规模上远超既有实践，技术可行性、轨道资源约束与商业化路径仍存在较大不确定性。</p><h3 id=\"id_1669507554\">AI叙事与资本运作协同，增强IPO想象空间</h3><p>将xAI纳入SpaceX体系，有助于构建“航天基础设施+AI算力平台”的整体故事线，使SpaceX从单一航天企业升级为“未来算力基础设施提供者”。</p><p>这一叙事有利于吸引成长型资金，并提升IPO阶段的市场关注度与估值溢价空间。</p><p>但从执行层面看，大规模并购、业务整合、技术落地仍面临周期长、资本开支高企等现实约束，短期内对盈利贡献有限。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"RKLB":"Rocket Lab USA, Inc.","SIDU":"Sidus Space Inc.","DXYZ":"Destiny Tech100 Inc","LUNR":"Intuitive Machines","ASTS":"AST SpaceMobile, Inc.","SATS":"回声星通信","ALAB":"Astera Labs, Inc.","SPCE":"维珍银河","KULR":"KULR Technology Group, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114903885","content_text":"IPO前夕，SpaceX或与xAI推进并购整合围绕SpaceX拟推进首次公开募股（IPO）的消息，市场持续关注其资本运作节奏。最新信息显示，SpaceX正在评估与马斯克旗下人工智能公司xAI的潜在合并方案。xAI此前在融资中的估值高达2300亿美元，若在IPO前完成整合，将对SpaceX的估值结构、业务叙事及上市节奏产生显著影响。并购有助于强化“航天+AI算力基础设施”的整体叙事，同时也可能增加IPO筹备的复杂度与合规成本。盈利能力首次曝光，财务基础支撑万亿美元估值预期据披露，SpaceX在2025年实现约150亿至160亿美元收入，对应约80亿美元的EBITDA利润（未包含资本性支出）。这一盈利能力在重资产航天行业中极为罕见，为其冲击超高估值提供了现实基础。市场传闻称，SpaceX在IPO中可能寻求融资规模高达500亿美元，对应估值区间或上探至1.5万亿美元。若该进展成真，SpaceX有望成为美股历史上体量最大的IPO之一。Starlink成现金牛，商业模式逐步走向稳定化目前，SpaceX的主要收入来源来自Starlink卫星互联网业务，订阅用户数已在去年底达到约900万。与此同时，商业发射服务及政府航天订单构成稳定补充收入来源。Starlink的订阅制模式正在逐步降低公司对单次发射订单波动的依赖，使整体现金流结构更具可预测性，为后续资本市场定价提供重要支撑。申请发射百万颗卫星，构想“轨道数据中心”SpaceX已向美国监管机构申请许可，计划最多发射100万颗卫星，构建“轨道数据中心”网络，用于承载AI算力需求。公司提出，太空环境具备接近连续的太阳能供电条件，并拥有更低的散热成本，有望在长期降低数据中心能耗与运维成本。从历史数据看，人类迄今发射入轨卫星总量约为2.5万颗，该计划在规模上远超既有实践，技术可行性、轨道资源约束与商业化路径仍存在较大不确定性。AI叙事与资本运作协同，增强IPO想象空间将xAI纳入SpaceX体系，有助于构建“航天基础设施+AI算力平台”的整体故事线，使SpaceX从单一航天企业升级为“未来算力基础设施提供者”。这一叙事有利于吸引成长型资金，并提升IPO阶段的市场关注度与估值溢价空间。但从执行层面看，大规模并购、业务整合、技术落地仍面临周期长、资本开支高企等现实约束，短期内对盈利贡献有限。","news_type":1,"symbols_score_info":{"LUNR":2,"RKLB":2,"DXYZ":2,"ALAB":2,"ASTS":2,"SATS":2,"SIDU":2,"SPCE":2,"KULR":2}},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"content":"抓好实施。抓好实施。","text":"抓好实施。抓好实施。","html":"抓好实施。抓好实施。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530184710764136,"gmtCreate":1770460592791,"gmtModify":1770460595385,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动","listText":"这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动","text":"这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530184710764136","repostId":"2609429512","repostType":4,"repost":{"id":"2609429512","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":1770413875,"share":"https://www.laohu8.com/m/news/2609429512?lang=zh_CN&edition=full","pubTime":"2026-02-07 05:37","market":"hk","language":"zh","title":"巨头砸钱6500亿加剧担忧，黄仁勋“灭火”：AI需求火爆，庞大支出合理、可持续","url":"https://stock-news.laohu8.com/highlight/detail?id=2609429512","media":"华尔街见闻","summary":"黄仁勋周五称，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动，AI已变得“非常有用且非常强大”，其采用率变得“极高”，只要人们继续为AI付费，英伟达盘中曾涨近9%。企业就能从中获利。周二软件股大跌后，他说，软件股抛售是“世界上最不合逻辑的事”，AI将使用软件这种工具，而不是重新发明。","content":"<html><head></head><body><blockquote><p>黄仁勋周五称，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动，AI已变得“非常有用且非常强大”，其采用率变得“极高”，只要人们继续为AI付费，英伟达盘中曾涨近9%。企业就能从中获利。周二软件股大跌后，他说，软件股抛售是“世界上最不合逻辑的事”，AI将使用软件这种工具，而不是重新发明。</p></blockquote><p>在科技巨头不断加大AI领域支出激化市场的泡沫担忧之际，英伟达CEO黄仁勋公开发声“灭火”，为动辄数千亿美元的投入背书。</p><p style=\"text-align: justify;\">美东时间2月6日周五，黄仁勋在接受采访时表示，科技行业激增的AI基础设施资本支出是合理、恰当且可持续的，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动。</p><p style=\"text-align: justify;\">黄仁勋作出上述表态当天，本周五AI概念股全线反弹。尾盘刷新日高时，英伟达股价涨至187美元，日内涨约8.8%，收涨近7.9%，扭转五连跌，摆脱周四所创去年12月17日以来收盘低谷，本周仍累跌约3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9828246cac6e0a6024adb932bb8ae38c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">黄仁勋讲话正值投资者对持续高投入下AI能否获得可观的回报产生严重质疑，并且由于Anthropic发布的新工具引发了AI颠覆传统软件商业模式的恐慌，科技股惨遭抛售。高盛分析师甚至悲观地将当前的软件业与本世纪初被互联网颠覆的报纸类比。</p><p style=\"text-align: justify;\">周五的报道指出，过去两周公布的最新财报和指引以及此前公开的计划显示，2026年，英伟达的关键客户Meta、亚马逊、谷歌和微软的计划资本支出将合计达到约6500亿美元，较2025年增长约60%。6000多亿美元的支出规模远超全球多个中等经济体的GDP，其中大部分资金将用于购买英伟达的芯片。</p><p style=\"text-align: justify;\">华尔街见闻稍早提到，过去一周，市场对AI投资效率的担忧引发剧烈抛售。据FactSet数据，微软、英伟达、亚马逊、谷歌母公司Alphabet、Meta及甲骨文等科技巨头的市值累计蒸发约1.35万亿美元。</p><p style=\"text-align: justify;\">上周四，公布第二财季资本支出超预期猛增66%后，微软股价收跌10%，市值一日蒸发3570亿美元，创美股史上第二大个股单日市值跌幅，本周四盘后公布预计2026年资本支出较上年增50%后，亚马逊周五逆市大跌，早盘刷新日低时跌约10%，收跌近5.6%。</p><h2 id=\"ai\">AI公司正盈利 支出将持续增长</h2><p style=\"text-align: justify;\">黄仁勋周五表示，所有这些科技公司的现金流将开始上升，AI基础设施的建设将持续七到八年。他强调，AI已经变得“非常有用且非常强大”，其采用率变得“极高”。</p><p style=\"text-align: justify;\">黄仁勋说：“只要人们继续为AI付费，AI公司能够从中获得利润，它们就会不断翻倍、翻倍、翻倍、翻倍。”</p><p style=\"text-align: justify;\">他援引具体案例说明英伟达客户如何利用AI盈利。Meta正在使用AI将原本在CPU上运行的推荐系统转变为使用生成式AI和智能体的系统；亚马逊云服务AWS对英伟达芯片的使用将影响这家零售巨头的产品推荐方式；微软将使用英伟达驱动的AI改进其企业软件。</p><p style=\"text-align: justify;\">黄仁勋特别称赞了OpenAI和Anthropic这两家领先的AI实验室，称它们都在&#34;赚大钱&#34;。英伟达去年向Anthropic投资100亿美元，黄仁勋本周早些时候还表示，将大举投资OpenAI的下一轮融资。他说：“如果它们能拥有两倍的算力，收入将增长四倍。”</p><p style=\"text-align: justify;\">他还指出，英伟达过去售出的所有图形处理器（GPU）——甚至包括六年前的A100芯片，目前都在被租用，反映出对AI算力的持续需求。黄仁勋认为，与互联网初期建设不同，现在没有闲置的基础设施。</p><h2 id=\"6500\">6500亿美元支出创纪录</h2><p style=\"text-align: justify;\">据周五报道，Alphabet、亚马逊、Meta和微软四家公司预计2026年的资本支出将达到约6500亿美元，这是本世纪以来无可比拟的投资热潮。每家公司今年的预算预计将接近或超过它们过去三年的总和，其中任何一家的支出都将创过去十年任一家公司单年资本支出的最高纪录。</p><p style=\"text-align: justify;\">具体而言，Meta表示全年资本支出将升至最多1350亿美元，同比可能跃升约87%。在截至2025年12月末的公司第二财季，微软的资本支出增长66%至375亿美元，分析师预计，在截至2026年6月的2026财年，微软的资本支出将接近1050亿美元。</p><p style=\"text-align: justify;\">Alphabet本周三公布的资本支出指引高端为1850亿美元，超出分析师预期以及美国大量行业的支出规模。亚马逊周四宣布计划2026年投入2000亿美元资本支出，同样导致股价暴跌。</p><p style=\"text-align: justify;\">媒体汇编数据显示，相比上述硅谷巨头，包括美国最大的汽车制造商、工程机械制造商、铁路公司、国防承包商、无线运营商、快递公司，以及埃克森美孚、英特尔、沃尔玛、通用电气分拆的子公司在内，21家公司2026年的合计支出预计仅为1800亿美元。</p><p style=\"text-align: justify;\">DA Davidson分析师Gil Luria表示，微软等前述四家科技巨头“将提供AI算力的竞争视为下一个赢家通吃或赢家拿走大部分的市场，它们都不愿输掉这场竞争”。</p><h2 id=\"d1dc0f22\">华尔街担忧投资效率与产能过剩</h2><p style=\"text-align: justify;\">华尔街对如此庞大的支出反应不一。Meta和Alphabet股价上涨，但亚马逊和微软遭到市场惩罚。四家公司自发布最新财报和展望以来，总市值已缩水超9500亿美元。</p><p style=\"text-align: justify;\">GAM Investments投资总监Paul Markham指出，当前市场正被“情绪传染效应”笼罩。他说：“围绕大语言模型建设所需的天量资本支出、最终回报周期，以及潜在的产能过剩疑虑，已成为持续压制市场情绪的结构性问题。”</p><p style=\"text-align: justify;\">Theory Ventures投资人Tomasz Tunguz表示，这些科技巨头曾是“现金制造机”，可“现在它们突然需要那些现金，而且需要更多，所以它们在借钱”。据媒体统计，2025年，与AI相关的公司和项目从债务市场筹集了至少2000亿美元，预计仅2026年的相关债券发行规模就将达到数千亿美元。</p><p style=\"text-align: justify;\">Tunguz曾发表博客文章将AI热潮与过去的投资狂潮进行比较，他说这些狂潮并不总是以好结局收场，但“在上升过程中，它们都是经济的巨大催化剂”。</p><p style=\"text-align: justify;\">帮助企业整合数据和软件的公司Boomi的CEO Steve Lucas表示：“我不会质疑AI的潜力，但我绝对会质疑其发展的时间框架，而且我会强烈质疑其经济效益。”</p><p style=\"text-align: justify;\">目前尚不清楚这些公司能否执行其宏大计划。随着数据中心建设升级，它们已在争夺有限的电工、水泥车和台积电工厂生产的英伟达芯片。Luria表示：“已经存在瓶颈，未来也会有。”</p><h2 id=\"9c79820e\">黄仁勋周二曾为软件股&#34;灭火&#34;</h2><p style=\"text-align: justify;\">这不是黄仁勋本周首次为市场焦虑“灭火”。周二晚间，在软件股遭遇抛售后，他在思科系统公司的活动上表示，本周软件股抛售是“世界上最不合逻辑的事”。</p><p style=\"text-align: justify;\">黄仁勋说，软件产品是工具，AI将使用这些工具，而不是重新发明它们。他反问：“有一种观念认为工具正在衰落、并被AI取代。你会使用螺丝刀还是发明一把新螺丝刀？”</p><p style=\"text-align: justify;\">他表示，英伟达自身已经广泛采用此类工具，因此员工能腾出时间更多地专注于公司擅长的事：设计半导体和计算机系统。</p><p style=\"text-align: justify;\">周二软件相关股票连续第二天下跌，投资者担心Anthropic等AI模型开发商发布的工具最终将使公司内部的大量工作实现自动化。一只美国软件股ETF当天跌幅达4.1%，至4月以来最低水平，AppLovin和Unity Software是板块最大跌幅股之一。</p><p style=\"text-align: justify;\">摩根大通分析师Toby Ogg表示，投资者投资科技的意愿仍然很低。他在报告中写道：“我们现在所处的环境是，该板块不仅在被证明无罪之前就有罪，而且现在在审判之前就被判刑了。”</p><p style=\"text-align: justify;\">不过一些分析师对抛售的严重程度提出质疑，称制造公司运营必需工具的软件公司很难被颠覆。Jefferies分析师Brent Thill表示，Intuit提供专有数据和帮助客户处理复杂美国税法的系统，相对于AI具有优势。</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>巨头砸钱6500亿加剧担忧，黄仁勋“灭火”：AI需求火爆，庞大支出合理、可持续</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巨头砸钱6500亿加剧担忧，黄仁勋“灭火”：AI需求火爆，庞大支出合理、可持续\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-07 05:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3765198><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黄仁勋周五称，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动，AI已变得“非常有用且非常强大”，其采用率变得“极高”，只要人们继续为AI付费，英伟达盘中曾涨近9%。企业就能从中获利。周二软件股大跌后，他说，软件股抛售是“世界上最不合逻辑的事”，AI将使用软件这种工具，而不是重新发明。在科技巨头不断加大AI领域支出激化市场的泡沫担忧之际，英伟达CEO黄仁勋公开发声“灭火”，为动辄...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765198\">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/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) 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INC"},"source_url":"https://wallstreetcn.com/articles/3765198","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2609429512","content_text":"黄仁勋周五称，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动，AI已变得“非常有用且非常强大”，其采用率变得“极高”，只要人们继续为AI付费，英伟达盘中曾涨近9%。企业就能从中获利。周二软件股大跌后，他说，软件股抛售是“世界上最不合逻辑的事”，AI将使用软件这种工具，而不是重新发明。在科技巨头不断加大AI领域支出激化市场的泡沫担忧之际，英伟达CEO黄仁勋公开发声“灭火”，为动辄数千亿美元的投入背书。美东时间2月6日周五，黄仁勋在接受采访时表示，科技行业激增的AI基础设施资本支出是合理、恰当且可持续的，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动。黄仁勋作出上述表态当天，本周五AI概念股全线反弹。尾盘刷新日高时，英伟达股价涨至187美元，日内涨约8.8%，收涨近7.9%，扭转五连跌，摆脱周四所创去年12月17日以来收盘低谷，本周仍累跌约3%。黄仁勋讲话正值投资者对持续高投入下AI能否获得可观的回报产生严重质疑，并且由于Anthropic发布的新工具引发了AI颠覆传统软件商业模式的恐慌，科技股惨遭抛售。高盛分析师甚至悲观地将当前的软件业与本世纪初被互联网颠覆的报纸类比。周五的报道指出，过去两周公布的最新财报和指引以及此前公开的计划显示，2026年，英伟达的关键客户Meta、亚马逊、谷歌和微软的计划资本支出将合计达到约6500亿美元，较2025年增长约60%。6000多亿美元的支出规模远超全球多个中等经济体的GDP，其中大部分资金将用于购买英伟达的芯片。华尔街见闻稍早提到，过去一周，市场对AI投资效率的担忧引发剧烈抛售。据FactSet数据，微软、英伟达、亚马逊、谷歌母公司Alphabet、Meta及甲骨文等科技巨头的市值累计蒸发约1.35万亿美元。上周四，公布第二财季资本支出超预期猛增66%后，微软股价收跌10%，市值一日蒸发3570亿美元，创美股史上第二大个股单日市值跌幅，本周四盘后公布预计2026年资本支出较上年增50%后，亚马逊周五逆市大跌，早盘刷新日低时跌约10%，收跌近5.6%。AI公司正盈利 支出将持续增长黄仁勋周五表示，所有这些科技公司的现金流将开始上升，AI基础设施的建设将持续七到八年。他强调，AI已经变得“非常有用且非常强大”，其采用率变得“极高”。黄仁勋说：“只要人们继续为AI付费，AI公司能够从中获得利润，它们就会不断翻倍、翻倍、翻倍、翻倍。”他援引具体案例说明英伟达客户如何利用AI盈利。Meta正在使用AI将原本在CPU上运行的推荐系统转变为使用生成式AI和智能体的系统；亚马逊云服务AWS对英伟达芯片的使用将影响这家零售巨头的产品推荐方式；微软将使用英伟达驱动的AI改进其企业软件。黄仁勋特别称赞了OpenAI和Anthropic这两家领先的AI实验室，称它们都在\"赚大钱\"。英伟达去年向Anthropic投资100亿美元，黄仁勋本周早些时候还表示，将大举投资OpenAI的下一轮融资。他说：“如果它们能拥有两倍的算力，收入将增长四倍。”他还指出，英伟达过去售出的所有图形处理器（GPU）——甚至包括六年前的A100芯片，目前都在被租用，反映出对AI算力的持续需求。黄仁勋认为，与互联网初期建设不同，现在没有闲置的基础设施。6500亿美元支出创纪录据周五报道，Alphabet、亚马逊、Meta和微软四家公司预计2026年的资本支出将达到约6500亿美元，这是本世纪以来无可比拟的投资热潮。每家公司今年的预算预计将接近或超过它们过去三年的总和，其中任何一家的支出都将创过去十年任一家公司单年资本支出的最高纪录。具体而言，Meta表示全年资本支出将升至最多1350亿美元，同比可能跃升约87%。在截至2025年12月末的公司第二财季，微软的资本支出增长66%至375亿美元，分析师预计，在截至2026年6月的2026财年，微软的资本支出将接近1050亿美元。Alphabet本周三公布的资本支出指引高端为1850亿美元，超出分析师预期以及美国大量行业的支出规模。亚马逊周四宣布计划2026年投入2000亿美元资本支出，同样导致股价暴跌。媒体汇编数据显示，相比上述硅谷巨头，包括美国最大的汽车制造商、工程机械制造商、铁路公司、国防承包商、无线运营商、快递公司，以及埃克森美孚、英特尔、沃尔玛、通用电气分拆的子公司在内，21家公司2026年的合计支出预计仅为1800亿美元。DA Davidson分析师Gil Luria表示，微软等前述四家科技巨头“将提供AI算力的竞争视为下一个赢家通吃或赢家拿走大部分的市场，它们都不愿输掉这场竞争”。华尔街担忧投资效率与产能过剩华尔街对如此庞大的支出反应不一。Meta和Alphabet股价上涨，但亚马逊和微软遭到市场惩罚。四家公司自发布最新财报和展望以来，总市值已缩水超9500亿美元。GAM Investments投资总监Paul Markham指出，当前市场正被“情绪传染效应”笼罩。他说：“围绕大语言模型建设所需的天量资本支出、最终回报周期，以及潜在的产能过剩疑虑，已成为持续压制市场情绪的结构性问题。”Theory Ventures投资人Tomasz Tunguz表示，这些科技巨头曾是“现金制造机”，可“现在它们突然需要那些现金，而且需要更多，所以它们在借钱”。据媒体统计，2025年，与AI相关的公司和项目从债务市场筹集了至少2000亿美元，预计仅2026年的相关债券发行规模就将达到数千亿美元。Tunguz曾发表博客文章将AI热潮与过去的投资狂潮进行比较，他说这些狂潮并不总是以好结局收场，但“在上升过程中，它们都是经济的巨大催化剂”。帮助企业整合数据和软件的公司Boomi的CEO Steve Lucas表示：“我不会质疑AI的潜力，但我绝对会质疑其发展的时间框架，而且我会强烈质疑其经济效益。”目前尚不清楚这些公司能否执行其宏大计划。随着数据中心建设升级，它们已在争夺有限的电工、水泥车和台积电工厂生产的英伟达芯片。Luria表示：“已经存在瓶颈，未来也会有。”黄仁勋周二曾为软件股\"灭火\"这不是黄仁勋本周首次为市场焦虑“灭火”。周二晚间，在软件股遭遇抛售后，他在思科系统公司的活动上表示，本周软件股抛售是“世界上最不合逻辑的事”。黄仁勋说，软件产品是工具，AI将使用这些工具，而不是重新发明它们。他反问：“有一种观念认为工具正在衰落、并被AI取代。你会使用螺丝刀还是发明一把新螺丝刀？”他表示，英伟达自身已经广泛采用此类工具，因此员工能腾出时间更多地专注于公司擅长的事：设计半导体和计算机系统。周二软件相关股票连续第二天下跌，投资者担心Anthropic等AI模型开发商发布的工具最终将使公司内部的大量工作实现自动化。一只美国软件股ETF当天跌幅达4.1%，至4月以来最低水平，AppLovin和Unity Software是板块最大跌幅股之一。摩根大通分析师Toby Ogg表示，投资者投资科技的意愿仍然很低。他在报告中写道：“我们现在所处的环境是，该板块不仅在被证明无罪之前就有罪，而且现在在审判之前就被判刑了。”不过一些分析师对抛售的严重程度提出质疑，称制造公司运营必需工具的软件公司很难被颠覆。Jefferies分析师Brent Thill表示，Intuit提供专有数据和帮助客户处理复杂美国税法的系统，相对于AI具有优势。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530184670737928,"gmtCreate":1770460568696,"gmtModify":1770460571296,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"时候配件","listText":"时候配件","text":"时候配件","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530184670737928","repostId":"1175619895","repostType":4,"repost":{"id":"1175619895","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1770430265,"share":"https://www.laohu8.com/m/news/1175619895?lang=zh_CN&edition=full","pubTime":"2026-02-07 10:11","market":"us","language":"zh","title":"中国央行黄金储备\"十五连增\"，1月环比增持4万盎司，增持节奏略有加快","url":"https://stock-news.laohu8.com/highlight/detail?id=1175619895","media":"老虎资讯综合","summary":"2月7日，中国央行数据显示，中国1月末黄金储备报7419万盎司，2025年12月末为7415万盎司，为连续第15个月增持黄金。","content":"<html><head></head><body><blockquote><p>国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。</p></blockquote><p style=\"text-align: justify;\"><strong>2月7日，中国央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/336665c8897455aff1b78bf9124145ac\" tg-width=\"297\" tg-height=\"402\"/></p><p style=\"text-align: justify;\"><strong>从近期增持节奏看，这种温和增持态势已持续数月。去年11月末和12月末，黄金储备分别环比增加3万盎司，今年1月份环比增持4万盎司，略有上升。</strong></p><p style=\"text-align: justify;\"><strong>国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。</strong></p><p style=\"text-align: justify;\">2026年1月，受主要经济体财政政策、货币政策及预期等因素影响，美元指数下跌，全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用，当月外汇储备规模上升。</p><p style=\"text-align: justify;\">我国经济运行稳中有进，发展韧性进一步彰显，为外汇储备规模保持基本稳定提供支撑。</p><p style=\"text-align: justify;\">本周黄金收报4961美元，累涨1.38%，较1月份的历史高点仍跌超11%。华尔街分析师认为近期的剧烈波动更像是长期上涨趋势中的暂时性回调。</p><p style=\"text-align: justify;\">机构策略师指出，支撑金价的地缘政治紧张、贸易政策不确定性以及对债务的担忧并未消散。多家投行分析显示，当前的下跌并未破坏长期投资逻辑，反而可能是这一轮历史性牛市中的买入机会。</p><p style=\"text-align: justify;\">AJ Bell投资总监Russ Mould在周一的报告中指出，黄金目前正处于自1971年以来的第三轮主要牛市中，而此前两次牛市都曾经历过多次大幅回调。</p><p style=\"text-align: justify;\">华泰报告指出，全球央行正持续增持黄金，预计2026-2030年每年新增需求约800吨，构成金价长期支撑。</p><p style=\"text-align: justify;\">若黄金在全球金融资产中的配置比例从当前约2.9%升至4.3%-4.8%，结合个人及机构投资存量增长与金融资产规模扩张，测算显示2026/2027/2028年金价预期值有望达到5463/6059/6848美元/盎司。</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>中国央行黄金储备\"十五连增\"，1月环比增持4万盎司，增持节奏略有加快</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中国央行黄金储备\"十五连增\"，1月环比增持4万盎司，增持节奏略有加快\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-07 10:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。</p></blockquote><p style=\"text-align: justify;\"><strong>2月7日，中国央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/336665c8897455aff1b78bf9124145ac\" tg-width=\"297\" tg-height=\"402\"/></p><p style=\"text-align: justify;\"><strong>从近期增持节奏看，这种温和增持态势已持续数月。去年11月末和12月末，黄金储备分别环比增加3万盎司，今年1月份环比增持4万盎司，略有上升。</strong></p><p style=\"text-align: justify;\"><strong>国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。</strong></p><p style=\"text-align: justify;\">2026年1月，受主要经济体财政政策、货币政策及预期等因素影响，美元指数下跌，全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用，当月外汇储备规模上升。</p><p style=\"text-align: justify;\">我国经济运行稳中有进，发展韧性进一步彰显，为外汇储备规模保持基本稳定提供支撑。</p><p style=\"text-align: justify;\">本周黄金收报4961美元，累涨1.38%，较1月份的历史高点仍跌超11%。华尔街分析师认为近期的剧烈波动更像是长期上涨趋势中的暂时性回调。</p><p style=\"text-align: justify;\">机构策略师指出，支撑金价的地缘政治紧张、贸易政策不确定性以及对债务的担忧并未消散。多家投行分析显示，当前的下跌并未破坏长期投资逻辑，反而可能是这一轮历史性牛市中的买入机会。</p><p style=\"text-align: justify;\">AJ Bell投资总监Russ Mould在周一的报告中指出，黄金目前正处于自1971年以来的第三轮主要牛市中，而此前两次牛市都曾经历过多次大幅回调。</p><p style=\"text-align: justify;\">华泰报告指出，全球央行正持续增持黄金，预计2026-2030年每年新增需求约800吨，构成金价长期支撑。</p><p style=\"text-align: justify;\">若黄金在全球金融资产中的配置比例从当前约2.9%升至4.3%-4.8%，结合个人及机构投资存量增长与金融资产规模扩张，测算显示2026/2027/2028年金价预期值有望达到5463/6059/6848美元/盎司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c307757575ffe3d6ca9295ced646627f","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175619895","content_text":"国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。2月7日，中国央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄金。从近期增持节奏看，这种温和增持态势已持续数月。去年11月末和12月末，黄金储备分别环比增加3万盎司，今年1月份环比增持4万盎司，略有上升。国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升幅为1.23%。2026年1月，受主要经济体财政政策、货币政策及预期等因素影响，美元指数下跌，全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用，当月外汇储备规模上升。我国经济运行稳中有进，发展韧性进一步彰显，为外汇储备规模保持基本稳定提供支撑。本周黄金收报4961美元，累涨1.38%，较1月份的历史高点仍跌超11%。华尔街分析师认为近期的剧烈波动更像是长期上涨趋势中的暂时性回调。机构策略师指出，支撑金价的地缘政治紧张、贸易政策不确定性以及对债务的担忧并未消散。多家投行分析显示，当前的下跌并未破坏长期投资逻辑，反而可能是这一轮历史性牛市中的买入机会。AJ Bell投资总监Russ Mould在周一的报告中指出，黄金目前正处于自1971年以来的第三轮主要牛市中，而此前两次牛市都曾经历过多次大幅回调。华泰报告指出，全球央行正持续增持黄金，预计2026-2030年每年新增需求约800吨，构成金价长期支撑。若黄金在全球金融资产中的配置比例从当前约2.9%升至4.3%-4.8%，结合个人及机构投资存量增长与金融资产规模扩张，测算显示2026/2027/2028年金价预期值有望达到5463/6059/6848美元/盎司。","news_type":1,"symbols_score_info":{"GCmain":2}},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530184448263016,"gmtCreate":1770460536908,"gmtModify":1770460539056,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"如椽之笔","listText":"如椽之笔","text":"如椽之笔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530184448263016","repostId":"1168542941","repostType":4,"repost":{"id":"1168542941","kind":"news","pubTimestamp":1770444835,"share":"https://www.laohu8.com/m/news/1168542941?lang=zh_CN&edition=full","pubTime":"2026-02-07 14:13","market":"us","language":"zh","title":"发射100万颗卫星，马斯克要干什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1168542941","media":"中国新闻周刊","summary":"SpaceX向美国FCC申请发射最多100万颗卫星，计划构建覆盖全球的轨道数据中心网络，实现“大模型上天”，通过在轨算力直接处理数据，减轻地面数据中心压力并提高效率。近日，有SpaceX股东向媒体回应，合并已获董事会批准。当地时间2月4日，FCC宣布正式受理该申请，开始征集公众意见。100万颗卫星布满天空，必然遇到发电效率的问题。前述航天科普专家表示，马斯克需要寻找低成本、抗辐射、高效率的光","content":"<html><head></head><body><blockquote><p>SpaceX向美国FCC申请发射最多100万颗卫星，计划构建覆盖全球的轨道数据中心网络，实现“大模型上天”，通过在轨算力直接处理数据，减轻地面数据中心压力并提高效率。专家指出，太空算力具备长期高强度太阳能供电和快速数据交换优势，但仍面临发电效率、散热、辐射防护、硬件可靠性、空间碎片及成本等挑战。</p></blockquote><p style=\"text-align: justify;\">马斯克又开始“左手倒右手”了。</p><p style=\"text-align: justify;\">2月3日，美国太空探索技术公司（SpaceX）创始人埃隆·马斯克在社交平台X上宣布，其创办的人工智能公司xAI将被SpaceX收购，从而打造“全球最具雄心的创新引擎”。近日，有SpaceX股东向媒体回应，合并已获董事会批准。</p><p style=\"text-align: justify;\">显然，这不是一次简单的商业合并。就在1月30日，SpaceX向美国联邦通信委员会（FCC）提交申请，计划发射“一个拥有前所未有计算能力的卫星星座”，用于支持AI大模型的在轨应用。这一星座最多将包含100万颗卫星，形成覆盖全球的轨道数据中心网络。当地时间2月4日，FCC宣布正式受理该申请，开始征集公众意见。</p><p style=\"text-align: justify;\"><strong>马斯克真正想要布局的是一个全新的增长点：太空计算。太空计算是指将计算资源部署在太空，通过卫星等基础设施实现数据处理和智能决策。马斯克曾公开表示，全球地面AI基建白热化，地球终将承载不了大模型所需算力，算力上天是必然选择。那么，他眼中“永远阳光明媚”、能够提供无限能源的太空，真的能成为大模型的未来温床吗？</strong></p><h2 id=\"id_1193982802\">发电效率依然是挑战</h2><p style=\"text-align: justify;\">这不是马斯克第一次大张旗鼓地做资产重组了。去年3月，刚成立两年的xAI 收购了社交平台X，形成了社交媒体与模型算力的闭环。</p><p style=\"text-align: justify;\">xAI与SpaceX的合并意味着前者将拥有稳定的发射能力，而后者则可拿到长期的卫星发射订单，从而形成“火箭发射+太空算力+AI大模型”的完整闭环。据SpaceX发布的文件，马斯克此次申请的星座将直接捕获太阳能，通过能源转换系统为轨道上的数据中心供电，从而供养大模型这一“吃电大户”。</p><p style=\"text-align: justify;\">这一构想有着诸多吸引力。据英国巴克莱银行研究团队2025年公布的数据，美国目前已规划的大型数据中心项目总容量超过45吉瓦，2030年将超过200吉瓦，占美国总发电量的40%。而高轨太空数据中心可长时间使用高强度太阳能，不受大气影响，发电效率可达地面太阳能的5倍。</p><p style=\"text-align: justify;\">“目前公认的太空计算应用是‘天数天算’。”国内资深航天专家雨广向《中国新闻周刊》介绍，以遥感卫星为例，其传统的工作模式是把遥感数据，例如卫星拍摄的照片用无线电传回地面，再处理形成数据产品加以利用，即“天数地算”。大模型的训练和推理都在地面，意味着大量算力仍部署在智算中心等核心枢纽。如果大模型能上天，这些数据能直接在太空被处理和分析，地面仅接收分析后的结果，就能解放地面设备占地。</p><p style=\"text-align: justify;\">这一应用前景国内外已成共识。在今年1月举办的“星算·智联”太空算力研讨会上，中国信息通信研究院总工程师何宝宏指出，打造太空算力体系，不仅能有效缓解星际数据的传输压力，提升遥感、通信、导航等空间信息服务的时效性，也有助于破解超大规模算力集群面临的能源供给等多重制约。</p><p style=\"text-align: justify;\">“天数天算”的核心优势是效率。雨广认为，大模型需要与数据库或其他大模型进行海量数据交换，若能与低轨的天基互联网卫星联网，通过微波或激光链路通信，其数据交换速度不逊于地面光纤网络。但同时，要实现数据全球覆盖，算力星座应是一个均匀的星座，不太可能都在同一轨道面上。</p><p style=\"text-align: justify;\">SpaceX此次申请并未公布太多技术细节，如卫星尺寸、质量等。其构想星座将在距地面500—2000公里的轨道范围内运行，轨道倾角30度，每个轨道层的高度跨度可达50公里，卫星之间采用激光通信。</p><p style=\"text-align: justify;\">100万颗卫星布满天空，必然遇到发电效率的问题。雨广指出，算力卫星理论上最适合的轨道——晨昏轨道，是一种特殊的太阳同步轨道，典型高度为距地面700—800公里。晨昏轨道卫星的轨道面与地球晨昏面大抵重合，使得卫星几乎一直能受到太阳照射。这一轨道上已有不少气象、科研卫星。而在其他轨道，卫星都会有一段时间进入地球阴影区。</p><p style=\"text-align: justify;\">显然，晨昏轨道只有一个轨道面，无法满足所有算力卫星的布设。“最坏的情况是，卫星在40%的运行时间里被地球遮蔽，无法通过太阳能发电，只能依靠配套的蓄电池，这会大大增加部署成本。就算SpaceX的可复用火箭‘星舰’今年实现了有效载荷上天，天上发电的成本依然显著高于地面。”雨广说。</p><p style=\"text-align: justify;\">此外，参考国际空间站，其拥有全球最大的太阳能帆板，总面积3000多平方米，相当于两个足球场大，最大发电功率约160千瓦。但雨广认为，以每平方米太阳能板的发电功率计算，要达到马斯克规划的吉瓦级别功率，太阳能板的总面积将以平方公里计，这对于材料和工程设计都是极大挑战。</p><h2 id=\"id_3263435524\">“账还算不过来”</h2><p style=\"text-align: justify;\">毋庸置疑的是，当前国内外企业都在加速推进太空计算的工程化落地。</p><p style=\"text-align: justify;\">去年11月，美国轨道数据中心初创企业Starcloud发射的Starcloud-1卫星成功运行了英伟达H100芯片，首次完成了大模型的在轨训练和推理任务。几乎同时，谷歌宣布启动“捕日者计划”，拟于2027年发射搭载自研大模型训练芯片的太阳能卫星。前述申请中，马斯克提出五年内实现“太空AI训练成本最低”的愿景，并规划每年部署100吉瓦的算力。</p><p style=\"text-align: justify;\">国内也有相应探索。去年5月，随着首批12颗计算卫星发射入轨，由浙江之江实验室牵头的“三体计算星座”正式进入组网阶段。该项目计划2030年建成，包含1000颗卫星，覆盖全球网络，是国内首个整轨互联的太空计算星座。据了解，“三体计算星座”将广泛应用于城市治理、应急救灾、环境监测等领域，在轨计算可将数据处理时间缩短至秒级。 </p><p style=\"text-align: justify;\">相比之下，对于“地数天算”这一更长远的应用，部分业内人士还持保留态度，因为人类社会绝大多数数据仍来源于地面，“地数天算”意味着将引入更大规模、更密集的在轨器件。北京星辰未来空间技术研究院院长张善从在前述太空算力研讨会上表示，太空算力仍面临安全等方面的挑战，包括辐射防护与硬件可靠性、空间碎片与自主避碰等。这依赖于关键技术突破，如超大规模姿轨协同控制、抗辐照芯片加固等。</p><p style=\"text-align: justify;\">雨广指出，大规模在轨器件受宇宙辐射的影响很大，芯片上天之后，高能粒子穿透芯片造成数据错误，使得大模型本身出错的概率提高，器件也更容易损坏。如果训练中途出错，整个训练过程可能都需要重来。即使只用于推理，一个频繁出错的商用大模型，也无法保证用户体验。</p><p style=\"text-align: justify;\">若加入防护和纠错设备，又将引入额外成本。有航天科普专家向《中国新闻周刊》表示，马斯克布局太空算力的野心，很大程度上来源于“星舰”提供的运力底气。SpaceX计划今年实现“星舰”的完全可重复使用，使太空进入成本骤降99%，每磅有效载荷的成本可降至100美元以下。SpaceX为“星链”项目申请了4.2万颗卫星许可，目前部署超9600颗，且仍在扩展。国内可重复使用运载火箭技术尚处于验证阶段，单次搭载卫星数量有限，“账还算不过来”。</p><p style=\"text-align: justify;\">散热也是个大问题。雨广指出，地面可以用水和空气等介质，靠对流散热把热量带走。而宇宙空间只有辐射散热一种散热形式，这意味着算力卫星可能需要非常大的散热板，同时不断调整姿态，一边获取太阳能，一边朝背对太阳的方向散热。</p><p style=\"text-align: justify;\">显然，马斯克也意识到了这些问题。<strong>据多家媒体报道，马斯克团队近期走访了中国多家光伏企业，考察设备、硅片、电池组件等全产业链环节。这次考察并非一时兴起。前述航天科普专家表示，马斯克需要寻找低成本、抗辐射、高效率的光伏组件，以支持其太空算力战略。</strong></p><p style=\"text-align: justify;\">雨广指出，即使有诸多困难和争议，算力上天仍是未来趋势。FCC对SpaceX本次申请的态度将持续牵动业内神经。而马斯克本人似乎信心满满，他在X推文的最后引用的“Ad Astra”，源于一句拉丁文格言“Per aspera, ad astra”，意为“循此苦旅，以抵繁星”。</p></body></html>","source":"inewsweek","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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发射100万颗卫星，马斯克要干什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-07 14:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/zwl9ScSQ6sPIiU-6dAnSRw><strong>中国新闻周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SpaceX向美国FCC申请发射最多100万颗卫星，计划构建覆盖全球的轨道数据中心网络，实现“大模型上天”，通过在轨算力直接处理数据，减轻地面数据中心压力并提高效率。专家指出，太空算力具备长期高强度太阳能供电和快速数据交换优势，但仍面临发电效率、散热、辐射防护、硬件可靠性、空间碎片及成本等挑战。马斯克又开始“左手倒右手”了。2月3日，美国太空探索技术公司（SpaceX）创始人埃隆·马斯克在社交平台...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/zwl9ScSQ6sPIiU-6dAnSRw\">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/8a22c2a7d7712e053c817fe8a7d09630","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/zwl9ScSQ6sPIiU-6dAnSRw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168542941","content_text":"SpaceX向美国FCC申请发射最多100万颗卫星，计划构建覆盖全球的轨道数据中心网络，实现“大模型上天”，通过在轨算力直接处理数据，减轻地面数据中心压力并提高效率。专家指出，太空算力具备长期高强度太阳能供电和快速数据交换优势，但仍面临发电效率、散热、辐射防护、硬件可靠性、空间碎片及成本等挑战。马斯克又开始“左手倒右手”了。2月3日，美国太空探索技术公司（SpaceX）创始人埃隆·马斯克在社交平台X上宣布，其创办的人工智能公司xAI将被SpaceX收购，从而打造“全球最具雄心的创新引擎”。近日，有SpaceX股东向媒体回应，合并已获董事会批准。显然，这不是一次简单的商业合并。就在1月30日，SpaceX向美国联邦通信委员会（FCC）提交申请，计划发射“一个拥有前所未有计算能力的卫星星座”，用于支持AI大模型的在轨应用。这一星座最多将包含100万颗卫星，形成覆盖全球的轨道数据中心网络。当地时间2月4日，FCC宣布正式受理该申请，开始征集公众意见。马斯克真正想要布局的是一个全新的增长点：太空计算。太空计算是指将计算资源部署在太空，通过卫星等基础设施实现数据处理和智能决策。马斯克曾公开表示，全球地面AI基建白热化，地球终将承载不了大模型所需算力，算力上天是必然选择。那么，他眼中“永远阳光明媚”、能够提供无限能源的太空，真的能成为大模型的未来温床吗？发电效率依然是挑战这不是马斯克第一次大张旗鼓地做资产重组了。去年3月，刚成立两年的xAI 收购了社交平台X，形成了社交媒体与模型算力的闭环。xAI与SpaceX的合并意味着前者将拥有稳定的发射能力，而后者则可拿到长期的卫星发射订单，从而形成“火箭发射+太空算力+AI大模型”的完整闭环。据SpaceX发布的文件，马斯克此次申请的星座将直接捕获太阳能，通过能源转换系统为轨道上的数据中心供电，从而供养大模型这一“吃电大户”。这一构想有着诸多吸引力。据英国巴克莱银行研究团队2025年公布的数据，美国目前已规划的大型数据中心项目总容量超过45吉瓦，2030年将超过200吉瓦，占美国总发电量的40%。而高轨太空数据中心可长时间使用高强度太阳能，不受大气影响，发电效率可达地面太阳能的5倍。“目前公认的太空计算应用是‘天数天算’。”国内资深航天专家雨广向《中国新闻周刊》介绍，以遥感卫星为例，其传统的工作模式是把遥感数据，例如卫星拍摄的照片用无线电传回地面，再处理形成数据产品加以利用，即“天数地算”。大模型的训练和推理都在地面，意味着大量算力仍部署在智算中心等核心枢纽。如果大模型能上天，这些数据能直接在太空被处理和分析，地面仅接收分析后的结果，就能解放地面设备占地。这一应用前景国内外已成共识。在今年1月举办的“星算·智联”太空算力研讨会上，中国信息通信研究院总工程师何宝宏指出，打造太空算力体系，不仅能有效缓解星际数据的传输压力，提升遥感、通信、导航等空间信息服务的时效性，也有助于破解超大规模算力集群面临的能源供给等多重制约。“天数天算”的核心优势是效率。雨广认为，大模型需要与数据库或其他大模型进行海量数据交换，若能与低轨的天基互联网卫星联网，通过微波或激光链路通信，其数据交换速度不逊于地面光纤网络。但同时，要实现数据全球覆盖，算力星座应是一个均匀的星座，不太可能都在同一轨道面上。SpaceX此次申请并未公布太多技术细节，如卫星尺寸、质量等。其构想星座将在距地面500—2000公里的轨道范围内运行，轨道倾角30度，每个轨道层的高度跨度可达50公里，卫星之间采用激光通信。100万颗卫星布满天空，必然遇到发电效率的问题。雨广指出，算力卫星理论上最适合的轨道——晨昏轨道，是一种特殊的太阳同步轨道，典型高度为距地面700—800公里。晨昏轨道卫星的轨道面与地球晨昏面大抵重合，使得卫星几乎一直能受到太阳照射。这一轨道上已有不少气象、科研卫星。而在其他轨道，卫星都会有一段时间进入地球阴影区。显然，晨昏轨道只有一个轨道面，无法满足所有算力卫星的布设。“最坏的情况是，卫星在40%的运行时间里被地球遮蔽，无法通过太阳能发电，只能依靠配套的蓄电池，这会大大增加部署成本。就算SpaceX的可复用火箭‘星舰’今年实现了有效载荷上天，天上发电的成本依然显著高于地面。”雨广说。此外，参考国际空间站，其拥有全球最大的太阳能帆板，总面积3000多平方米，相当于两个足球场大，最大发电功率约160千瓦。但雨广认为，以每平方米太阳能板的发电功率计算，要达到马斯克规划的吉瓦级别功率，太阳能板的总面积将以平方公里计，这对于材料和工程设计都是极大挑战。“账还算不过来”毋庸置疑的是，当前国内外企业都在加速推进太空计算的工程化落地。去年11月，美国轨道数据中心初创企业Starcloud发射的Starcloud-1卫星成功运行了英伟达H100芯片，首次完成了大模型的在轨训练和推理任务。几乎同时，谷歌宣布启动“捕日者计划”，拟于2027年发射搭载自研大模型训练芯片的太阳能卫星。前述申请中，马斯克提出五年内实现“太空AI训练成本最低”的愿景，并规划每年部署100吉瓦的算力。国内也有相应探索。去年5月，随着首批12颗计算卫星发射入轨，由浙江之江实验室牵头的“三体计算星座”正式进入组网阶段。该项目计划2030年建成，包含1000颗卫星，覆盖全球网络，是国内首个整轨互联的太空计算星座。据了解，“三体计算星座”将广泛应用于城市治理、应急救灾、环境监测等领域，在轨计算可将数据处理时间缩短至秒级。 相比之下，对于“地数天算”这一更长远的应用，部分业内人士还持保留态度，因为人类社会绝大多数数据仍来源于地面，“地数天算”意味着将引入更大规模、更密集的在轨器件。北京星辰未来空间技术研究院院长张善从在前述太空算力研讨会上表示，太空算力仍面临安全等方面的挑战，包括辐射防护与硬件可靠性、空间碎片与自主避碰等。这依赖于关键技术突破，如超大规模姿轨协同控制、抗辐照芯片加固等。雨广指出，大规模在轨器件受宇宙辐射的影响很大，芯片上天之后，高能粒子穿透芯片造成数据错误，使得大模型本身出错的概率提高，器件也更容易损坏。如果训练中途出错，整个训练过程可能都需要重来。即使只用于推理，一个频繁出错的商用大模型，也无法保证用户体验。若加入防护和纠错设备，又将引入额外成本。有航天科普专家向《中国新闻周刊》表示，马斯克布局太空算力的野心，很大程度上来源于“星舰”提供的运力底气。SpaceX计划今年实现“星舰”的完全可重复使用，使太空进入成本骤降99%，每磅有效载荷的成本可降至100美元以下。SpaceX为“星链”项目申请了4.2万颗卫星许可，目前部署超9600颗，且仍在扩展。国内可重复使用运载火箭技术尚处于验证阶段，单次搭载卫星数量有限，“账还算不过来”。散热也是个大问题。雨广指出，地面可以用水和空气等介质，靠对流散热把热量带走。而宇宙空间只有辐射散热一种散热形式，这意味着算力卫星可能需要非常大的散热板，同时不断调整姿态，一边获取太阳能，一边朝背对太阳的方向散热。显然，马斯克也意识到了这些问题。据多家媒体报道，马斯克团队近期走访了中国多家光伏企业，考察设备、硅片、电池组件等全产业链环节。这次考察并非一时兴起。前述航天科普专家表示，马斯克需要寻找低成本、抗辐射、高效率的光伏组件，以支持其太空算力战略。雨广指出，即使有诸多困难和争议，算力上天仍是未来趋势。FCC对SpaceX本次申请的态度将持续牵动业内神经。而马斯克本人似乎信心满满，他在X推文的最后引用的“Ad Astra”，源于一句拉丁文格言“Per aspera, ad astra”，意为“循此苦旅，以抵繁星”。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}