马斯克再画“大饼”：星链年收入有望超过1万亿美元_老虎社区_美港股上老虎

马斯克再画“大饼”：星链年收入有望超过1万亿美元

华尔街见闻08-09

硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。他预计，Starlink年营收规模有望达到约400亿美元，其中大部分将转化为自由现金流，年自由现金流可能达到300亿美元。对此，马斯克回应称：“远不止。”马斯克认为，AI和机器人将带来远超人类的海量数据传输需求...

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看看我的钱
·08-10
$SpaceX(SPCX)$ 少了，至少百万亿
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- 股市讨饭人回复哈莉奎亚:
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  08-12
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- 阿童木爱呆呆喵:
  真有傻子信这个也好啊，不然怎么做空赚钱呢
  08-11
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- 一只没有耳朵一只没有尾巴:
  他都没开户
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Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。对此，马斯克回应称：“远不止。”他表示，即便通信市场规模仅扩大一倍，Starlink也有望在中国以外市场取得至少25%的份额，对应年营收超过5000亿美元。马斯克进一步称，从长期来看，Starlink甚至可能承载超过50%的全球互联网流量，届时年收入有望超过1万亿美元。马斯克据此推算，整体带宽将达到现有第二代星链系统的100倍以上。","content":"<html><head></head><body><p style=\"text-align: left;\">硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下<strong>Starlink（星链）单独就可能成为一家万亿美元公司</strong>。他预计，Starlink年营收规模有望达到约400亿美元，其中大部分将转化为自由现金流，年自由现金流可能达到300亿美元。</p><p style=\"text-align: left;\">对此，马斯克回应称：<strong>“远不止。”</strong></p><p style=\"text-align: left;\">马斯克认为，AI和机器人将带来远超人类的海量数据传输需求，推动全球带宽市场大幅扩张。他表示，即便通信市场规模仅扩大一倍，Starlink也有望在中国以外市场取得至少25%的份额，<strong>对应年营收超过5000亿美元。</strong></p><p style=\"text-align: left;\">马斯克进一步称，<strong>从长期来看，Starlink甚至可能承载超过50%的全球互联网流量，届时年收入有望超过1万亿美元</strong>。他表示，目前来看，实现这一目标“没有明显的障碍”。</p><p style=\"text-align: left;\">与此同时，马斯克还披露了星链技术迭代的具体路线图。</p><p style=\"text-align: left;\">他表示，<strong>将由星舰（Starship）发射的第三代星链卫星V3，综合性能比目前依靠猎鹰火箭发射的V2卫星高出一个数量级</strong>，<strong>V2今年的年度经常性收入将达到200亿美元。</strong></p><p style=\"text-align: left;\">在V3之后，SpaceX还计划发射数量再提升一个数量级的V3及更新版本卫星，同时搭载V2及迭代款手机直连卫星。马斯克据此推算，<strong>整体带宽将达到现有第二代星链系统的100倍以上。</strong></p><p style=\"text-align: left;\">他进一步以极端情景作为参照：即便每千兆比特的营收缩水至当前水平的十分之一，SpaceX通信业务的年收入依然将突破2000亿美元。这一测算意在说明，即使单位带宽价格大幅下滑，规模扩张所带来的总量增长仍足以支撑收入的跨越式提升。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5f88036cae7028bba27b0ac64f742e56\" data-align=\"center\" tg-width=\"160\" tg-height=\"120\"/><span></span></p></body></html>","source":"lsy1762389672944","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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\" 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href=\"https://wallstreetcn.com/charts/41959543\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6a2d85f5e8cd12b5acb8ead395b91e6","relate_stocks":{"SPCQ":"2倍做空SpaceX ETF-Defiance","SPCX":"SPAC and New Issue ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SNK":"2倍做空SpaceX ETF-GraniteShares","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares","LOFF":"2倍做多SpaceX ETF-Direxion","SPAX":"2倍做多SPACEX ETF-T-REX","SPCG":"2倍做空SpaceX ETF-Tradr","SPCM":"2倍做多SpaceX ETF-Tradr","SPCU":"2倍做多SpaceX ETF-Defiance"},"source_url":"https://wallstreetcn.com/charts/41959543","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152785017","content_text":"硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David 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left;\">马斯克进一步称，<strong>从长期来看，Starlink甚至可能承载超过50%的全球互联网流量，届时年收入有望超过1万亿美元</strong>。他表示，目前来看，实现这一目标“没有明显的障碍”。</p><p style=\"text-align: left;\">与此同时，马斯克还披露了星链技术迭代的具体路线图。</p><p style=\"text-align: left;\">他表示，<strong>将由星舰（Starship）发射的第三代星链卫星V3，综合性能比目前依靠猎鹰火箭发射的V2卫星高出一个数量级</strong>，<strong>V2今年的年度经常性收入将达到200亿美元。</strong></p><p style=\"text-align: left;\">在V3之后，SpaceX还计划发射数量再提升一个数量级的V3及更新版本卫星，同时搭载V2及迭代款手机直连卫星。马斯克据此推算，<strong>整体带宽将达到现有第二代星链系统的100倍以上。</strong></p><p style=\"text-align: left;\">他进一步以极端情景作为参照：即便每千兆比特的营收缩水至当前水平的十分之一，SpaceX通信业务的年收入依然将突破2000亿美元。这一测算意在说明，即使单位带宽价格大幅下滑，规模扩张所带来的总量增长仍足以支撑收入的跨越式提升。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5f88036cae7028bba27b0ac64f742e56\" data-align=\"center\" tg-width=\"160\" tg-height=\"120\"/><span></span></p></body></html>","source":"lsy1762389672944","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。他预计，Starlink年营收规模有望达到约400亿美元，其中大部分将转化为自由现金流，年自由现金流可能达到300亿美元。对此，马斯克回应称：“远不止。”马斯克认为，AI和机器人将带来远超人类的海量数据传输需求...</p>\n\n<a href=\"https://wallstreetcn.com/charts/41959543\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6a2d85f5e8cd12b5acb8ead395b91e6","relate_stocks":{"SPCQ":"2倍做空SpaceX ETF-Defiance","SPCX":"SPAC and New Issue ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SNK":"2倍做空SpaceX ETF-GraniteShares","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares","LOFF":"2倍做多SpaceX ETF-Direxion","SPAX":"2倍做多SPACEX ETF-T-REX","SPCG":"2倍做空SpaceX ETF-Tradr","SPCM":"2倍做多SpaceX ETF-Tradr","SPCU":"2倍做多SpaceX ETF-Defiance"},"source_url":"https://wallstreetcn.com/charts/41959543","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152785017","content_text":"硅谷投资人、Founders Fund合伙人、及《All-In播客》联合主持人David Friedberg近日表示，SpaceX旗下Starlink（星链）单独就可能成为一家万亿美元公司。他预计，Starlink年营收规模有望达到约400亿美元，其中大部分将转化为自由现金流，年自由现金流可能达到300亿美元。对此，马斯克回应称：“远不止。”马斯克认为，AI和机器人将带来远超人类的海量数据传输需求，推动全球带宽市场大幅扩张。他表示，即便通信市场规模仅扩大一倍，Starlink也有望在中国以外市场取得至少25%的份额，对应年营收超过5000亿美元。马斯克进一步称，从长期来看，Starlink甚至可能承载超过50%的全球互联网流量，届时年收入有望超过1万亿美元。他表示，目前来看，实现这一目标“没有明显的障碍”。与此同时，马斯克还披露了星链技术迭代的具体路线图。他表示，将由星舰（Starship）发射的第三代星链卫星V3，综合性能比目前依靠猎鹰火箭发射的V2卫星高出一个数量级，V2今年的年度经常性收入将达到200亿美元。在V3之后，SpaceX还计划发射数量再提升一个数量级的V3及更新版本卫星，同时搭载V2及迭代款手机直连卫星。马斯克据此推算，整体带宽将达到现有第二代星链系统的100倍以上。他进一步以极端情景作为参照：即便每千兆比特的营收缩水至当前水平的十分之一，SpaceX通信业务的年收入依然将突破2000亿美元。这一测算意在说明，即使单位带宽价格大幅下滑，规模扩张所带来的总量增长仍足以支撑收入的跨越式提升。","news_type":1,"symbols_score_info":{"SNK":0.6,"SPCF":0.6,"SPCM":0.6,"SPCQ":0.6,"SPCU":0.6,"LOFF":0.6,"SPCH":0.6,"SPAX":0.6,"SPCX":2,"SPAL":0.6,"SPCG":0.6,"SSPC":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":6,"commentSize":2,"repostSize":2,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}