SpaceX

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X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-06-30 15:45
.@SpaceX is pushing humanity forward with reusable rockets, global Starlink, and the mission to reach Mars https://t.co/M2CQsvvrpC ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-06-30 15:42
Grateful beyond words for the incredible SpaceX team. The passion, brilliance, and hard work of these people are pushing humanity to the stars and shaping the future of space https://t.co/zUXOWFhS2F ...
X @mert | helius.dev
mert | helius.dev· 2025-06-30 11:10
so you can trade public stocks on solana via xstocksyou can soon IPO onchain with superstateand you can buy private shares of spacex (and other private companies) with republicinternet capital markets on solanaxStocks (@xStocksFi):xStocks are going LIVEAvailable today on @krakenfx, @Bybit_Official and being rolled out on @solana, this is the next step for internet capital markets.Real assets, real value, for real people. https://t.co/NQ1dKEfNjD ...
全球LEO抗辐射IC总体规模及主要厂商占有率和排名
QYResearch· 2025-06-30 09:52
Core Viewpoint - The LEO radiation-resistant IC industry is rapidly emerging due to the growth of commercial space and satellite constellations, focusing on integrated circuits designed to operate reliably in low Earth orbit environments [2][4]. Global LEO Radiation-Resistant IC Market Overview - The global LEO radiation-resistant IC market is projected to reach $367.23 million by 2031, with a compound annual growth rate (CAGR) of 8.5% from 2025 to 2031 [8]. - In 2024, the market size is expected to be $214.25 million, with China accounting for approximately 18.35% of the global market at $39.32 million [9][8]. Market Dynamics - The deployment of satellite constellations is stimulated by lower launch costs, enhancing internet access and Earth observation capabilities [4]. - LEO satellites offer advantages such as low latency, low radiation exposure, and cost-effectiveness, making them suitable for various applications including mobile communications [4]. Key Players and Market Share - Major global players include Texas Instruments, STMicroelectronics, Analog Devices, Renesas, and AMD, with the top five companies holding about 61.19% of the international market share in 2024 [10]. - In the Chinese market, leading companies include航天智装, 航宇微, and 臻镭科技, with the top five firms capturing approximately 64.95% of the domestic market [11]. Product and Application Insights - Ceramic packaging is expected to dominate the market, reaching a share of 74.62% by 2031 [14]. - The satellite application segment is projected to account for about 94.74% of the market in 2024, with a CAGR of 8.58% in the coming years [14]. Industry Trends and Innovations - The industry is focusing on enhancing radiation resistance and optimizing power consumption, with advancements in semiconductor technology improving performance and reducing costs [18][21]. - North America remains a dominant production center, while China is rapidly catching up due to increasing local demand and government support for domestic chip development [19]. Competitive Landscape - The market is characterized by high concentration among leading firms, with significant vertical integration in supply chains to reduce costs and enhance capabilities [20]. - The industry is driven by the increasing demand for LEO satellite communications, technological advancements, and supportive policies aimed at standardizing and promoting the sector [21][22].
X @Elon Musk
Elon Musk· 2025-06-30 08:03
RT ApoStructura (@ApoStructura)@ScottLikedSLS pointed out that there is an issue with Starship’s height, I’ve found and corrected the logic flow (related not to the height limit, but to a width component which is how I missed it). It made starship appear 107m high instead of 121m.Here’s the correct version: https://t.co/UKelredFkV ...
要求访华中国未回应,美国要加100%关税,投千亿美元搞“金穹”
Sou Hu Cai Jing· 2025-06-30 07:51
Group 1 - The US-China trade war has temporarily eased following the Geneva agreement, where the US canceled 91% of tariffs and China reciprocated, leading to a rise in global stock indices and increased shipping activity [4][6] - Despite the temporary resolution, the US Trade Representative's office is considering imposing a 100% tariff on Chinese-made cranes and additional tariffs on other loading equipment, which could significantly impact US ports [6][7] - The US does not produce large cranes domestically, relying heavily on Chinese manufacturers, raising questions about the US's contradictory stance of wanting to sanction China while being dependent on its manufacturing capabilities [9] Group 2 - The issue of rare earth exports from China remains unresolved, with China controlling 60% of global rare earth mining and 90% of refining capabilities, which are critical for US high-tech products [13][15] - The US is actively seeking alternative sources for rare earths, but establishing new mines is a lengthy process, and current US technology for rare earth separation is still in the experimental stage [15][16] - The urgency for US military companies to reduce reliance on Chinese rare earths is evident, but achieving this in a short timeframe is unrealistic, suggesting a need for negotiations with China to address tariff issues and rare earth supply [16][18] Group 3 - President Trump's announcement of a $175 billion investment in the "Iron Dome" missile defense system, now referred to as "Gold Dome," reflects ongoing US concerns about perceived threats from China [20][22] - The project aims to integrate space interception technology and is positioned as a response to the challenges posed by China, although experts warn of significant technical hurdles [22][25] - The contradictory actions of the US, such as expressing willingness to engage with China while simultaneously planning tariffs and military investments, highlight the complexities of US-China relations [25]
SpaceX估值2.6万亿背后!Baillie Gifford美股增长基金经理细谈重仓逻辑……
聪明投资者· 2025-06-30 06:52
"在整个组合中,我认为没有哪家公司比SpaceX的竞争护城河更深。" Baillie Gifford 美股 增长信托联席基金经理加里 ·鲁宾逊(Gary Robinson) 在今年 4月4日的内部 节目对话中 这样评价 SpaceX。 6月26日的 《 2025年 全球独角兽榜》 中, SpaceX登顶第一,估值达到2.6万亿元人民币(约合 3586亿美元),年内增长了1.2万亿元。 在 AI、金融科技和生物医药激烈角逐的创投世界里,这家公司靠"造火箭"和"连卫星"杀出重围。 谈到 SpaceX鲁宾逊用了 好 几个关键词:主导地位 、 压倒性优势 、 做别人做不到的事 ……据他透 露, 目前 SpaceX 在其组合中占比 11%左右 ,妥妥的第一重仓。 这个美股增长信托是个比较特别的封闭式基金, 投资范围可以覆盖 上市与非上市 的 美国公司 , 并 允许非上市资产最高占组合的 50% 。 该 产品 在成立后第一年(即 2018–2019年间)便介入SpaceX投资,并在随后连续增持 。 鲁宾逊 在 2003年拿到牛津大学生物化学硕士学位后 加入 Baillie Gifford,2008年起管理美国股票增 长组 ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-06-29 19:24
Starship is first ever designed rocket to take us to Mars. Each test flight gets us closer to Mars. https://t.co/tLRpThZ9lp ...
X @Elon Musk
Elon Musk· 2025-06-29 19:02
RT Dima Zeniuk (@DimaZeniuk)The next step for SpaceX is catching the ship — something they haven’t done yetA test is expected later this year https://t.co/Xh1sjb5OUj ...