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提督大人
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让美国再次伟大[微笑]
在超级IPO之前,SpaceX提醒投资者:颠覆正在到来
提督大人
01-16
破发么?
提督大人
01-15
$BitGo Holdings, Inc.(BTGO)$
PE多少?
提督大人
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破发?
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热度不高啊!破发吗?
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07:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SpaceX的首次公开募股(IPO)有望成为本世纪资本市场的标志性事件,打破多项纪录,并为投资者创造一家全新的万亿美元级公司,纳入其投资组合。</p><p>马斯克旗下的商业航天公司SpaceX,凭借其低成本的可重复使用火箭,已经对航天发射、通信领域产生颠覆性影响,并且未来还可能将颠覆人工智能计算。</p><p>这种颠覆能力在近期的无线频谱竞标中得到了体现。上周四,Federal Communications Commission 公布了即将举行的先进无线频谱(AWS-3)拍卖的申请状态。</p><p>SpaceX是竞标者之一,其他参与者还包括T-Mobile US、Verizon Communications、AT&T 等。</p><p>无线频谱——即无线通话和数据传输所依赖的频率——是一种有限资源,是每一家移动通信公司都不可或缺的。就像同一城市中的两个广播电台不能使用相同频率一样,AT&T、Verizon和T-Mobile等公司都需要频谱来承载用户的通话和数据业务。</p><p>2025年,SpaceX斥资约170亿美元,从EchoStar(股票代码:SATS)手中购买了一部分频谱资源。</p><p>花旗分析师Michael Rollins 在周五的一份报告中写道:“鉴于竞标者范围不仅限于全国性运营商,我们认为此次频谱拍卖的竞争将更加激烈,尤其考虑到该频谱与多种设备以及现有无线网络的广泛兼容性。”</p><p>他补充称,此次拍卖计划于6月2日启动,可能需要至少数周时间才能结束。</p><p>SpaceX很可能将重点关注“非配对频段”(unpaired blocks),这基本意味着其目标是将高速宽带直接传输到手机终端。</p><p>该公司的Starlink宽带产品基于由超过1万颗卫星组成的星座系统,目前已经实现盈利,并拥有超过1000万用户。高速“直连设备”(direct-to-device)的数据服务,是基于太空的通信系统进一步切入传统地面无线数据服务市场的又一例证。</p><p>Starlink是SpaceX在2025年底估值达到约8000亿美元的重要原因之一。而如今,受其在太空建设AI数据中心目标的推动,公司估值已升至约1.3万亿美元。</p><p>人工智能数据中心需要消耗大量电力,而太空中的能源几乎是无限的——得益于太阳能。当然,这一构想仍面临诸多技术挑战,但马斯克认为,在未来几年内,在轨道上运行数据中心的成本将低于地面。</p><p>SpaceX的IPO预计将在未来几周内完成。随着公司管理层开始对外发声,投资者将更清晰地了解其战略与增长路径,以及这些增长将对哪些行业和企业产生最大影响。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/3d3a01ccdd32ef8b2e4256b959cda1f0","relate_stocks":{"VCX":"Fundrise Innovation Fund LLC","DXYZ":"Destiny Tech100 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热度不高啊!破发吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478452873736320","isVote":1,"tweetType":1,"viewCount":1093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":548068526683864,"gmtCreate":1774829344593,"gmtModify":1774829347345,"author":{"id":"4219996422996762","authorId":"4219996422996762","name":"提督大人","avatar":"https://static.tigerbbs.com/7894428e987ec786c3e3964c89c293c3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219996422996762","idStr":"4219996422996762"},"themes":[],"title":"","htmlText":"让美国再次伟大[微笑] ","listText":"让美国再次伟大[微笑] ","text":"让美国再次伟大[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548068526683864","repostId":"1140260775","repostType":2,"repost":{"id":"1140260775","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":1774827296,"share":"https://www.laohu8.com/m/news/1140260775?lang=zh_CN&edition=full","pubTime":"2026-03-30 07:34","market":"hk","language":"zh","title":"在超级IPO之前,SpaceX提醒投资者:颠覆正在到来","url":"https://stock-news.laohu8.com/highlight/detail?id=1140260775","media":"老虎资讯综合","summary":"SpaceX的首次公开募股有望成为本世纪资本市场的标志性事件,打破多项纪录,并为投资者创造一家全新的万亿美元级公司,纳入其投资组合。马斯克旗下的商业航天公司SpaceX,凭借其低成本的可重复使用火箭,已经对航天发射、通信领域产生颠覆性影响,并且未来还可能将颠覆人工智能计算。2025年,SpaceX斥资约170亿美元,从EchoStar手中购买了一部分频谱资源。Starlink是SpaceX在2025年底估值达到约8000亿美元的重要原因之一。SpaceX的IPO预计将在未来几周内完成。","content":"<html><head></head><body><p>SpaceX的首次公开募股(IPO)有望成为本世纪资本市场的标志性事件,打破多项纪录,并为投资者创造一家全新的万亿美元级公司,纳入其投资组合。</p><p>马斯克旗下的商业航天公司SpaceX,凭借其低成本的可重复使用火箭,已经对航天发射、通信领域产生颠覆性影响,并且未来还可能将颠覆人工智能计算。</p><p>这种颠覆能力在近期的无线频谱竞标中得到了体现。上周四,Federal Communications Commission 公布了即将举行的先进无线频谱(AWS-3)拍卖的申请状态。</p><p>SpaceX是竞标者之一,其他参与者还包括T-Mobile US、Verizon Communications、AT&T 等。</p><p>无线频谱——即无线通话和数据传输所依赖的频率——是一种有限资源,是每一家移动通信公司都不可或缺的。就像同一城市中的两个广播电台不能使用相同频率一样,AT&T、Verizon和T-Mobile等公司都需要频谱来承载用户的通话和数据业务。</p><p>2025年,SpaceX斥资约170亿美元,从EchoStar(股票代码:SATS)手中购买了一部分频谱资源。</p><p>花旗分析师Michael Rollins 在周五的一份报告中写道:“鉴于竞标者范围不仅限于全国性运营商,我们认为此次频谱拍卖的竞争将更加激烈,尤其考虑到该频谱与多种设备以及现有无线网络的广泛兼容性。”</p><p>他补充称,此次拍卖计划于6月2日启动,可能需要至少数周时间才能结束。</p><p>SpaceX很可能将重点关注“非配对频段”(unpaired blocks),这基本意味着其目标是将高速宽带直接传输到手机终端。</p><p>该公司的Starlink宽带产品基于由超过1万颗卫星组成的星座系统,目前已经实现盈利,并拥有超过1000万用户。高速“直连设备”(direct-to-device)的数据服务,是基于太空的通信系统进一步切入传统地面无线数据服务市场的又一例证。</p><p>Starlink是SpaceX在2025年底估值达到约8000亿美元的重要原因之一。而如今,受其在太空建设AI数据中心目标的推动,公司估值已升至约1.3万亿美元。</p><p>人工智能数据中心需要消耗大量电力,而太空中的能源几乎是无限的——得益于太阳能。当然,这一构想仍面临诸多技术挑战,但马斯克认为,在未来几年内,在轨道上运行数据中心的成本将低于地面。</p><p>SpaceX的IPO预计将在未来几周内完成。随着公司管理层开始对外发声,投资者将更清晰地了解其战略与增长路径,以及这些增长将对哪些行业和企业产生最大影响。</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>在超级IPO之前,SpaceX提醒投资者:颠覆正在到来</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在超级IPO之前,SpaceX提醒投资者:颠覆正在到来\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\">2026-03-30 07:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SpaceX的首次公开募股(IPO)有望成为本世纪资本市场的标志性事件,打破多项纪录,并为投资者创造一家全新的万亿美元级公司,纳入其投资组合。</p><p>马斯克旗下的商业航天公司SpaceX,凭借其低成本的可重复使用火箭,已经对航天发射、通信领域产生颠覆性影响,并且未来还可能将颠覆人工智能计算。</p><p>这种颠覆能力在近期的无线频谱竞标中得到了体现。上周四,Federal Communications Commission 公布了即将举行的先进无线频谱(AWS-3)拍卖的申请状态。</p><p>SpaceX是竞标者之一,其他参与者还包括T-Mobile US、Verizon Communications、AT&T 等。</p><p>无线频谱——即无线通话和数据传输所依赖的频率——是一种有限资源,是每一家移动通信公司都不可或缺的。就像同一城市中的两个广播电台不能使用相同频率一样,AT&T、Verizon和T-Mobile等公司都需要频谱来承载用户的通话和数据业务。</p><p>2025年,SpaceX斥资约170亿美元,从EchoStar(股票代码:SATS)手中购买了一部分频谱资源。</p><p>花旗分析师Michael Rollins 在周五的一份报告中写道:“鉴于竞标者范围不仅限于全国性运营商,我们认为此次频谱拍卖的竞争将更加激烈,尤其考虑到该频谱与多种设备以及现有无线网络的广泛兼容性。”</p><p>他补充称,此次拍卖计划于6月2日启动,可能需要至少数周时间才能结束。</p><p>SpaceX很可能将重点关注“非配对频段”(unpaired blocks),这基本意味着其目标是将高速宽带直接传输到手机终端。</p><p>该公司的Starlink宽带产品基于由超过1万颗卫星组成的星座系统,目前已经实现盈利,并拥有超过1000万用户。高速“直连设备”(direct-to-device)的数据服务,是基于太空的通信系统进一步切入传统地面无线数据服务市场的又一例证。</p><p>Starlink是SpaceX在2025年底估值达到约8000亿美元的重要原因之一。而如今,受其在太空建设AI数据中心目标的推动,公司估值已升至约1.3万亿美元。</p><p>人工智能数据中心需要消耗大量电力,而太空中的能源几乎是无限的——得益于太阳能。当然,这一构想仍面临诸多技术挑战,但马斯克认为,在未来几年内,在轨道上运行数据中心的成本将低于地面。</p><p>SpaceX的IPO预计将在未来几周内完成。随着公司管理层开始对外发声,投资者将更清晰地了解其战略与增长路径,以及这些增长将对哪些行业和企业产生最大影响。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/3d3a01ccdd32ef8b2e4256b959cda1f0","relate_stocks":{"VCX":"Fundrise Innovation Fund LLC","DXYZ":"Destiny Tech100 Inc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140260775","content_text":"SpaceX的首次公开募股(IPO)有望成为本世纪资本市场的标志性事件,打破多项纪录,并为投资者创造一家全新的万亿美元级公司,纳入其投资组合。马斯克旗下的商业航天公司SpaceX,凭借其低成本的可重复使用火箭,已经对航天发射、通信领域产生颠覆性影响,并且未来还可能将颠覆人工智能计算。这种颠覆能力在近期的无线频谱竞标中得到了体现。上周四,Federal Communications Commission 公布了即将举行的先进无线频谱(AWS-3)拍卖的申请状态。SpaceX是竞标者之一,其他参与者还包括T-Mobile US、Verizon Communications、AT&T 等。无线频谱——即无线通话和数据传输所依赖的频率——是一种有限资源,是每一家移动通信公司都不可或缺的。就像同一城市中的两个广播电台不能使用相同频率一样,AT&T、Verizon和T-Mobile等公司都需要频谱来承载用户的通话和数据业务。2025年,SpaceX斥资约170亿美元,从EchoStar(股票代码:SATS)手中购买了一部分频谱资源。花旗分析师Michael Rollins 在周五的一份报告中写道:“鉴于竞标者范围不仅限于全国性运营商,我们认为此次频谱拍卖的竞争将更加激烈,尤其考虑到该频谱与多种设备以及现有无线网络的广泛兼容性。”他补充称,此次拍卖计划于6月2日启动,可能需要至少数周时间才能结束。SpaceX很可能将重点关注“非配对频段”(unpaired 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