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国际投行研究报告
·
09-25
马斯克：特斯拉上海的魔力来自于中国人，马斯克母亲：这被称为“中国速度”，去了马斯克推荐的兵马俑简直难以置信！
马斯克：特斯拉上海的魔力来自于中国人，马斯克母亲：这被称为“中国速度”，去了马斯克推荐的兵马俑简直难以置信！
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国际投行研究报告
·
09-18
SpaceX造富潮：4,400人套现离场！有夫妇辞职全球旅行每个月话2.5 万美元！一个服务"暴富员工"的新产业正在成形
SpaceX造富潮：4,400人套现离场，一个服务"暴富员工"的新产业正在成形 布莱恩·阿格雷（Brian Agre）在SpaceX干了十多年，做的是普通工程师做的普通工作。2026年6月，SpaceX完成上市，他的银行账户数字发生了质变。此后不久，他和妻子双双递交辞呈，以每月2.5万美元的预算开始环球旅行，称之为"疯狂之年"。 凌通社注意到，阿格雷并非孤例。SpaceX这场史上规模最大的科技IPO之一，在数周内制造了逾4,400名百万富翁，其中约400人跨入亿万富翁门槛。与此同时，一个专门服务"科技IPO暴富群体"的财富管理产业，正在硅谷悄然成形。 一、基本盘：这场IPO有多大 指标 数据 上市估值 约1.5万亿美元 股票代码 SPCX 员工百万富翁人数 逾4,400人 其中亿万级别 约400人 首批锁定期解禁规模 约1,230亿美元（2026年8月初） 锁定期（Lock-up）是理解这波套现潮的关键变量。Darrow Wealth Management及Investing.com披露，SpaceX员工股权分批解禁——2026年8月初首批约1,230亿美元规模股份到期，此后陆续释放。这意味着阿格雷们的"辞职套现"窗口，正是在首批解禁前后密集出现。 二、核心现象：工程师用脚投票 多家美国媒体确认，SpaceX IPO后出现明显的"工程师离职潮"。Business Model Analyst的分析标题直白：SpaceX Made Its Engineers Rich in Private. The IPO Let Them Leave.（SpaceX让工程师私下富裕，IPO让他们得以离开。） 这一现象揭示的深层逻辑：SpaceX在上市前长达十余年依靠"期权梦想"锁定人才——员工承受高强度工作，换取难以流通的股权激励。上市即流通，等于把十年的隐性合同兑现成现金，同时解除了那份心
SpaceX造富潮：4,400人套现离场！有夫妇辞职全球旅行每个月话2.5 万美元！一个服务"暴富员工"的新产业正在成形
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雪哥观澜
·
09-07
马斯克的商业诡计：把特斯拉从消费品变成了理财产品
以前买一辆油车，新车三十万，落地就只剩二十万。新能源车来了，更离谱：新车 30 万，开出 4S 店直接腰斩。 车一直是消费品。从你签完合同的那一天开始，它就在持续贬值。 更扎心的是，这件每天贬值的东西，你真正用它的时间极少。上班、下班、偶尔出趟远门——在它的生命周期里，大约只有两成时间在被消费，剩下八成在车库里吃灰、交停车费、交保险、掉价。 所以有人算过一笔账：买一辆车的钱，够你打车一辈子，还不用愁停车、保养、年检。城市里那些明明买得起车的白领，越来越选择不买，不是矫情，是算过了。 但如果车不再是消费品，而是变成理财产品，你还会买吗？ 特斯拉 Cybercab 打的就是这个算盘。不是把车卖得更便宜，而是把车的定义改掉：你买的不是代步工具，是一台可以自己出去接单、自己充电、自己回来分钱的资产。 一、Cybercab 吹了很久，这一次终于上街了 要讲清楚这盘棋，得先把时间线摊开。特斯拉的无人驾驶叙事，不是从 Cybercab 才开始的，它已经迟到了整整一代人的耐心。 2019年4月：马斯克在 Autonomy Day 上说，特斯拉将在 2020 年让一百万辆 Robotaxi 上路。那句话成了后来所有延迟的起点。全自动驾驶（FSD）一次次改名、一次次涨价、一次次被监管盯上，真正能让乘客付钱坐上去的无人车，直到 2025 年 6 月才以改造版 Model Y 的形式，出现在得州奥斯汀的限定区域里。 2024年10月10日：Cybercab 本身在“We, Robot”发布会上亮相：两座、蝴蝶门、没有方向盘、没有踏板、没有后视镜。马斯克当场给出两个数字——售价低于 3 万美元，2026 年或 2027 年前量产。那是一个专门为无人驾驶设计的车，不是把现有轿车拆掉方向盘。 此后节奏一直在往后挪： 2025年11月： 股东会量产被明确到 2026 年二季度。 2026年2月： 得州超级
马斯克的商业诡计：把特斯拉从消费品变成了理财产品
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国际投行研究报告
·
08-26
活出优雅！马斯克母子互动上海：老马称"上海是一座伟大的城市，强烈推荐去游览"
马斯克母子上海互动：老马称"强烈推荐"，被赞"文旅大使" 凌通社注意到，马斯克母亲梅耶·马斯克（Maye Musk）8月24日在X平台发布"上海第二天"图集，配文"购物、用餐、看风景"，内容包括与巨型泰迪熊玩偶合影、外滩夜景陆家嘴天际线等。埃隆·马斯克在评论区回应称"上海是一座伟大的城市，强烈推荐前来游览"，引发中国网民热议，被部分网友称为"文旅大使"，有建议称上海市可考虑聘其为旅游宣传大使
活出优雅！马斯克母子互动上海：老马称"上海是一座伟大的城市，强烈推荐去游览"
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雪哥观澜
·
08-25
国会山股神佩洛西手把手教你买什么？！
💡点击上方“关注”，洞察美股热点与资本大佬最新动态！ 最近这行情上蹿下跳，前段时间存储是抄到底了，但来来回回也没有涨多少，中长线的持仓非常煎熬。 但短线玩的好的朋友这一个月仿佛进入了游乐园，高兴得不亦乐乎，波动越大越刺激。 每次写美股分析看的人都很少，经过我缜密的分析发现，大家并不喜欢看缜密的分析，只想知道最近的热点和机会。行，以后就少点分析，多点热点和机会。 📌本周 2 件核心大事： 周三：英伟达财报—— 决定半导体的走向 周五：美联储主席沃什讲话—— 决定大盘的走向 英伟达财报前7连阴，华尔街高喊350美元目标价 最近几次的达子财报后股价的表现都麻麻地，再加上鬼故事横行，英伟达已经从卖铲人变成了兜底人，大空头指名道姓做空，直呼英伟达循环融资。 这导致市场在财报前就率先悲观，连跌了 7 天，这已经是 2022 年以来英伟达最长连跌了，悲观预期提前释放完成。 图1：NVDA 英伟达走势图（连跌后悲观预期提前释放） 在 AI 行情如日中天的 2026 年，作为最核心的公司达子的股价几乎在原地打转，他的小弟们都已经涨上天了。 这个时候华尔街出来喊票，Cantor Fitzgerald 的分析师 C.J. Muse 给出了350 美元的目标价，称可以闭眼买入。 350 美元似乎有点高了，但英伟达在未来 1 年应该能到 300 美元。作为这个体量的巨无霸仍然在超高速增长，属于 21 世纪的经济奇迹之一。 未来掰掰脚趾头就知道仍然是星辰大海：AI 基建仍在加速，投资的各类小弟构建 AI 护城河，和 SpaceX 联手上太空。很可能这次财报后股价来个大惊喜，是下一波半导体行情的新起点。 国会山股神买入英特尔和 BE BE 感觉是小红书网红股，经常刷到它，风头不亚于两个月前的 NOK。 最近“国会山股神”佩洛西也建仓了，不知道是不是也是刷小红书看的。 佩洛西对 BE 的建仓细节： 建仓规
国会山股神佩洛西手把手教你买什么？！
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国际投行研究报告
·
08-11
马斯克母女代言中国：中国太棒了
马斯克母女代言中国：中国太棒了
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聪明投资人
·
08-17
重押200多亿美元的罗恩·巴伦，在SpaceX暴跌40%、2.7亿股卖空之际的深度分享，谈特斯拉、SpaceX和其他兴奋的投资机会……
“我做投资已经56年了。这56年里，我没有见过第二家公司像SpaceX。一家都没有。” “短期SpaceX这只股票会交易到什么价格？我完全不知道，但我们也不关心这个。” “我们拥有的是企业，而不是不停地买股票、卖股票。卓越需要时间，没有什么真正重要的事情是一夜之间发生的。” SpaceX上市后从高点一堆跌去超过40%、短短两三周被卖空2.7亿股的时候，被投资人当面问到“你担心吗”，巴伦资本创始人罗恩·巴伦的回答很干脆：我不担心。 这是巴伦最近与投资人一场交流中的场景，彼时SpaceX正趴在114元附近的低点。 先介绍一下这位老先生。 1970年，他还欠着1.5万美元，信用差到连电话都装不了；1982年创办巴伦资本时，起步的1000万美元全部来自那位叱咤风云的乔治·索罗斯——在替量子基金管钱的六位分析师里，几乎不做交易的他业绩最好。 到今年6月，巴伦资本管理规模690亿美元，累计替客户赚了超过700亿美元。他自己打趣，帮客户赚的钱比现在替客户管的还多。 而在马斯克身上，巴伦从2017年起累计投入SpaceX约30亿美元、如今值200多亿美元，加上特斯拉，是马斯克最重要的外部长期股东之一。 所以，这场交流的大部分时间，巴伦都在回答同一个问题：SpaceX到底值钱在哪里？ 前几天摩根士丹利的一场晚宴上，一桌聪明人花了四十多分钟讨论解禁后股价会怎么走，他听完只说，这是在浪费脑力。 他自己的拆法是另一条路——从可回收火箭讲起，一层一层讲到星链、太空算力、自建晶圆厂和Grok，也把自己那笔算到万亿美元量级的账摊开来看。 同样值得细读的还有两个桥段。一段是特斯拉：2010年第一次见马斯克时，他觉得成功概率很低，眼看股价涨了几倍才在2014年下手；而巴伦资本自有资金买入的那部分，40倍涨幅之后，他至今一股未卖。 另一段是问答里关于“为什么解禁了也不卖”的回答——讲的其实是一个资产管理人如何
重押200多亿美元的罗恩·巴伦，在SpaceX暴跌40%、2.7亿股卖空之际的深度分享，谈特斯拉、SpaceX和其他兴奋的投资机会……
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钛媒体APP
·
08-14
吊打SpaceX，史上最大IPO要来了？
（本文作者为 融中财经，钛媒体经授权发布） 文 | 融中财经 8月13日，一笔60亿美元的潜在收购，把一家成立近三年的AI公司推到了聚光灯下。 据彭博社、路透社等外媒披露，Anthropic正在洽谈收购以色列AI初创公司Decart，潜在交易金额约60亿美元（约405亿元人民币）。 同时，金融时报又放出了一则消息：6名Anthropic投资人预计，公司最快可能在今年10月上市，并认为届时估值有可能冲到2万亿美元甚至更高——一旦成真，Anthropic将超过今年6月以约1.77万亿美元估值上市的SpaceX，成为史上IPO估值最高的公司。 Anthropic想要收购的Decart 2023年才成立。今年5月，Decart刚完成3亿美元融资，估值接近40亿美元；不到三个月后，Anthropic已经愿意把潜在收购价开到60亿美元。 DeCart的CEO Dean Leitersdorf 23岁就拿下以色列理工学院计算机博士学位；他的弟弟Orian Leitersdorf后来以21岁完成博士学业，刷新了哥哥留下的纪录，如今担任Decart CTO；联合创始人Moshe Shalev则走了另一条路——他成长于以色列极端正统派家庭，23岁参军后进入以色列国防军8200部队，并在那里工作了13年。 创业近三年，他们已经坐上了60亿美元的并购谈判桌。 Anthropic究竟看中了什么？ IPO前，Anthropic到底想买什么？ Anthropic现在最不缺的是增长。 今年2月，Anthropic完成300亿美元G轮融资，投后估值3800亿美元，当时披露的年化收入为140亿美元；4月，其年化收入就被爆出已斩获300亿美元；到了5月底，公司完成650亿美元H轮融资，投后估值达到9650亿美元，年化收入进一步超过470亿美元。短短三个多月，估值翻了不止一倍，年化收入也增长超两倍。 6月1日，A
吊打SpaceX，史上最大IPO要来了？
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钛媒体APP
·
08-14
马斯克与腾讯，踏进了同一条河流
（本文作者为 深流研究所，钛媒体经授权发布） 文 | 深流研究所，作者 | 刘思仁 在成立三年、烧钱无数之后，Grok终于活成马斯克想要的样子。 昨天凌晨，SpaceXAI发布Grok 4.6。Artificial Analysis的独立评测显示，Grok 4.6的智能指数61分，已经追平ChatGPT-5.6 Sol，紧跟Fable 5 Max的62分，且每任务成本0.84美元，比起Sol（约1.23美元）和Opus 5（约2.34美元），成本优势明显。 马斯克显然很兴奋，两小时里转了十几条推文，最后放话说，综合考虑智能、速度和成本，Grok 4.6 客观上是第一名，而且Grok 4.7将会超越当前所有模型。 很难想象就在5个月前，Grok差点就要吃散伙饭了。 1、Cursor治好了马斯克的AI内耗 今年3月是马斯克的AI至暗时刻，当时Grok 4.3远远落后硅谷御三家，更麻烦的是，xAI的11位联合创始人，除了老马本人，其他10人全部离职，马斯克公开承认，“xAI的第一次构建失败了，我们必须重新来过”。随后Grok被并入即将IPO的SpaceX中，变成SpaceXAI。 AI城头变幻大王旗。仅仅五个月，御三家中的谷歌陷入了模型掉队和人事震荡的泥淖中，Gemini被戏称为美国豆包，Grok却像SpaceX的猎鹰火箭般一飞冲天。 治好马斯克AI内耗的，是他花了600亿美元收购的Cursor，一个AI代码编辑器。 3月12日，就在xAI创始团队清零的同一天，两位Cursor的高级产品工程负责人Andrew Milich和Jason Ginsberg宣布加入xAI，直接向马斯克汇报。 4月，SpaceX和Cursor签署算力与联合开发协议。6月16日，在刚完成有史以来最大规模IPO的四天后，SpaceX宣布行使收购Cursor母公司的选择权，同时还宣布，过去几个月，SpaceX
马斯克与腾讯，踏进了同一条河流
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钛媒体APP
·
08-14
Grok 4.6上了牌桌，马斯克还差一部《奥德赛》
（本文作者为 AIX财经，钛媒体经授权发布） 文 | AIX财经，作者 | 陈丹，编辑 | 魏佳 马斯克想让Grok在今年年底前拍完一部《奥德赛》。 这听起来像一个典型的马斯克式Flag：用AI挑战诺兰、好莱坞和2.5亿美元制作预算。但真正值得关注的，并不是Grok能不能在五个月里生成几千个镜头，而是它是否已经拥有把一项复杂任务从头做到尾的能力。 Grok 4.6发布后，这个问题有了更具体的答案。 在最新一轮模型竞争中，它已经挤进美国大模型的第一梯队：能力接近OpenAI和Anthropic的旗舰模型，编程成绩甚至在部分榜单领先，API价格却明显更低。与此同时，它在长链条Agent任务上的短板依然存在——会理解问题、会搭框架、会快速启动，却还不够稳定地收尾。 这恰好也是眼下大模型竞争的缩影。 当能力差距缩小、Token越来越便宜，真正决定商业价值的，已经不只是“模型有多聪明”，还要看一次任务能否稳定完成，以及完成一次到底要花多少钱。 对于一年向AI投入上百亿美元资本开支的马斯克来说，Grok也不能只是偶尔冲上一次榜单。它必须持续留在第一牌桌，并把算力、数据和分发真正变成收入。 01.Grok 4.6上了牌桌，但还拍不了《奥德赛》 诺兰的《奥德赛》上映前，马斯克已经骂了这部电影好几轮。骂选角，骂改编，骂诺兰为了奥斯卡“亵渎荷马”。电影上映后，他干脆在X上立了一个Flag，今年年底前，Grok Imagine要做出一部“符合历史、忠于荷马艺术”的完整《奥德赛》。 马斯克转发的三分钟《奥德赛》短片确实不错。盔甲、海岸、人物特写都有电影预告片的质感，但三分钟精修短片和九十分钟长片之间，还隔着几千个镜头，以及一群AI演员。 趁着Grok 4.6发布，我们没有再测试视频，而是给它出了两道更适合语言模型的题。第一道，看它能不能读懂荷马。第二道，看它能不能搭出一套把三分钟样片扩展成九十分钟
Grok 4.6上了牌桌，马斯克还差一部《奥德赛》
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Destiny Tech100 Inc
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NYSE
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http://www.destiny.xyz/tech100
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Destiny Tech100 Inc.是一家非多元化、封闭式管理投资公司。 该公司成立于2020年11月18日，总部位于德克萨斯州奥斯汀。
08-14
超过5%披露
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
2025-07-16
关联方拟减持公告
Form 144 | Destiny Tech100高管 Sohail Prasad 拟减持409500股，总价约1411万美元
Form 144 | Destiny Tech100高管 Sohail Prasad 拟减持409500股，总价约1411万美元
2025-07-11
SEC问询函
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2025-06-14
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2025-05-20
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2024-06-25
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2023-12-21
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2023-09-26
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2023-08-26
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2023-07-13
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2023-06-06
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2023-02-14
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2022-12-01
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2022-12-01
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2022-07-09
SEC问询函
Form CORRESP - Correspondence
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31.19
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30.69
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