信的人到火星没？_老虎社区_美港股上老虎 - 老虎社区

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畜牧教主马斯克
08-05

信的人到火星没？

马斯克首场业绩会：万亿收入将提前一年达成

马斯克在电话会上表示，今年12月的ARR将突破1000亿美元，公司内部对于实现万亿美元收入的时间预期已经提前，从此前预测的2031年提前至2030年，甚至不排除2029年实现的可能。在AI基础设施投入上，马斯克明确表态了对英伟达的支持。马斯克在电话会上称。高投入带来高增长，AI业务是SpaceX二季度增长最快的板块，收入达到26亿美元，同比增长247%。马斯克认为，按照当前技术进步速度，到明年年底，数字化领域可能已经不存在AI无法完成的任务。

马斯克首场业绩会：万亿收入将提前一年达成

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Rubin是最好的架构，也是最好的AI计算机。”</p><p>他表示，<strong>SpaceX非常重视与英伟达之间的合作关系，并预计明年将获得英伟达GPU供应中的“相当大比例”</strong>。</p><p>截至二季度末，SpaceX AI算力规模达到1.4GW，马斯克透露，SpaceX预计今年年底在线算力将超过2GW，到明年年底累计在线算力将进一步提升数倍，规模“可能更接近10GW，而不是5GW”。</p><p>SpaceX整体仍处于大规模投入AI基础设施阶段。第二季度，公司资本支出达到183.7亿美元，远高于去年同期的28.25亿美元，其中约158亿美元投入AI基础设施。同时，SpaceX首席财务官布雷特·约翰森在业绩电话会上表示，<strong>未来几个季度，公司资本支出仍将维持类似水平</strong>。</p><p>“SpaceX建设和部署AI算力的速度快于任何其他企业。”马斯克在电话会上称。</p><p>高投入带来高增长，AI业务是SpaceX二季度增长最快的板块，收入达到26亿美元，同比增长247%。管理层指出，该业务增长主要来自新增云服务协议，同时Grok和X订阅业务收入也有所提升。</p><p>马斯克在电话会上表示，<strong>AI开发节奏会显著加快，Grok 4.6预计在下周发布，Grok 4.7预计三到四周后推出，Grok 5则计划在今年年底前发布</strong>。</p><p>未来版本的Grok将进一步整合SpaceX自身积累的数据资源，“届时我们将把SpaceX的全部数据语料纳入训练，也就是SpaceX在过去约四分之一个世纪中产生的几乎全部数据。数据量非常庞大，我们认为这会让Grok成为迄今最强的工程师型AI。”</p><p>对于近期推进收购AI编程工具公司Cursor，马斯克透露，相关交易预计很快完成，期待Cursor团队加入SpaceX后，整合工程能力，并开始受益于整合后的销售协同。</p><p>在马斯克看来，AI能力提升的速度正在超过市场预期。“回看12个月前的发布的Claude 3.5，我当时认为它应被视为一个里程碑，Anthropic值得肯定，而那其实也只是大约一年前的事。如果回看两年前的AI，它已经像应该放进博物馆的东西。”</p><p>马斯克认为，按照当前技术进步速度，到明年年底，数字化领域可能已经不存在AI无法完成的任务。不过他判断，当前AI发展的关键限制因素正在从模型能力转向基础设施。</p><p><strong>“当前的限制因素是Memory（内存与存储供应）。”马斯克认为，存储产能每年增长约20%，已经是成熟行业中较快的增速，但AI需求增长速度远高于这一水平。</strong></p><p>除了AI业务，星链、星舰、机器人业务也在同步推进，马斯克在电话会上再次强调了星链未来的巨大潜力。</p><p>“我认为人们严重低估了Starlink（星链），这是一件大事，很多人很难真正理解它的规模。”</p><p>他认为，未来随着AI、人形机器人、自动驾驶以及大量智能设备的发展，全球对于带宽的需求将出现大幅增长，星链有望成为满足这一需求的基础设施。</p><p>二季度，星链全球消费者净增用户超过170万，创历史最高单季度增长纪录，较一季度新增140万进一步提升。目前，星链用户平均收入（ARPU）维持在每月66美元。</p><p>今年6月，SpaceX正式登陆纳斯达克，融资规模创下资本市场纪录，上市初期，公司股价一度突破225美元。但随后股价持续回落，截至美东时间8月4日美股收盘，公司股价收于125.33美元。</p><p>当日发布的SpaceX首份季度财报显示，公司第二季度营收达到78亿美元，同比增长92%；调整后息税折旧摊销前利润（EBITDA）达35亿美元，同比大增192%。盈利情况也有所改善，净亏损约5.4亿美元，同比收窄46%。</p><p>财报发布后，SpaceX盘后跌幅超过7%，巨额资本投入押注AI算力、机器人和太空基础设施后，对于SpaceX的盈利故事和回报周期，资本市场仍有疑虑。</p></body></html>","source":"lanjinger_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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href=https://www.lanjinger.com/d/1785912962134431479><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（图源：视觉中国）蓝鲸新闻8月5日讯（记者 卢思叶）8月5日凌晨，SpaceX举行上市后首次业绩交流会，也是创始人马斯克首次以上市公司管理层身份面对投资者。在近两个小时的电话会上，马斯克围绕AI算力、星链、Starship、Grok以及未来收入释放了多个关键信号。AI业务快速增长、星链业务扩张共同推动了业绩高增。马斯克在电话会上表示，今年12月的ARR将突破1000亿美元，公司内部对于实现万亿美元...</p>\n\n<a href=\"https://www.lanjinger.com/d/1785912962134431479\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","ESUM":"EVENTIDE US MARKET 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