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X @SpaceX
SpaceX· 2026-02-26 22:08
The first Starship V3 has left the build site to begin prelaunch testing https://t.co/DMZVMuRQVl ...
微软股价年内跌19.4%逼近关键技术位,与星链合作覆盖近3亿人
Xin Lang Cai Jing· 2026-02-26 21:23
Core Viewpoint - Microsoft's stock has recently underperformed, becoming the largest decliner among the "Big Seven" in the U.S. stock market, with a cumulative decline of 28% since reaching a record closing high of $539.82 on October 28, 2025, and a year-to-date drop of 19.4% as of February 26, 2026 [1] Group 1: Stock Performance - The current stock price is approaching the critical technical support level of the 200-week moving average, approximately $375.80, being only about 3.5% above this level [1] - Historical data indicates that when the stock price is within 3% of the 200-week moving average, a rebound often occurs, as seen with a 14.9% rebound in January 2023 [1] - Despite a broader market rebound on February 24 due to better-than-expected economic data and interest rate cut expectations, Microsoft's stock only increased by 1.18%, underperforming the sector [1] Group 2: Recent Developments - Microsoft announced a partnership with SpaceX's Starlink at the 2026 Mobile World Congress (MWC) to expand internet access in rural and remote areas, achieving a global network coverage of 299 million, exceeding its target of 250 million, with Africa contributing 124 million [2] - On February 26, Microsoft appointed Asha Sharma as the new CEO of its gaming division, succeeding the retiring Phil Spencer, signaling a strategic integration of gaming with Azure cloud and AI ecosystems to enhance generative AI applications in game development [2] Group 3: Analyst Insights - Technical analysts highlight that Microsoft's stock nearing the 200-week moving average represents a critical turning point, with potential for a technical rebound if this support is maintained [3] - Some market participants believe that the current pessimism is excessive, with Northwestern Mutual analyst Matt Stucky suggesting that Microsoft's investment in internal projects to maintain customer relationships may offer more long-term strategic value than merely reselling through Azure [3] - Regulatory risks are a concern, as the U.S., EU, and Japan are intensifying scrutiny over Microsoft's bundling of cloud and AI services, which could impact business synergies [3]
X @Arkham
Arkham· 2026-02-26 19:33
LINKEDIN FOUNDER IS LONG ETHReid Hoffman, the Founder of LinkedIn, is ALL IN on $ETH - he currently holds $6.1M in his known address, alongside a Cryptopunk he acquired for 150 ETH late last year.However, his former colleague from PayPal, Elon Musk, is betting on $BTC - with Tesla and SpaceX holding a combined $1.3 Billion. Who do you think will outperform? ...
X @SpaceX
SpaceX· 2026-02-26 17:07
Separation confirmed! Dragon is performing four departure burns to move away from the @Space_Station. Splashdown later tonight off the coast of California https://t.co/xP1UJq0ekz ...
X @SpaceX
SpaceX· 2026-02-26 16:52
@Space_Station While docked, Dragon performed six reboosts providing a total of 9.034 m/s of velocity to the station during its mission ...
X @SpaceX
SpaceX· 2026-02-26 16:52
This Dragon spacecraft introduced a new capability to help the @Space_Station maintain its current altitude using an independent propellant system and two Draco engines in the spacecraft’s modified trunk ...
X @SpaceX
SpaceX· 2026-02-26 16:51
All cargo is loaded, the hatch is closed, and Dragon is ready for an on-time departure from the @Space_Station at 12:05 p.m. ET ...
X @SpaceX
SpaceX· 2026-02-26 16:46
RT NASA (@NASA)LIVE: Tune in to watch an uncrewed @SpaceX Dragon spacecraft leave the @Space_Station, bringing science from the station with it down to Earth. Undocking of the spacecraft is scheduled for 12:05pm ET (1705 UTC). https://t.co/nKpNI56UAr ...
Microsoft Is Teaming up With Starlink. What Does That Mean for MSFT Stock?
Yahoo Finance· 2026-02-26 14:00
Core Viewpoint - Microsoft Corporation (MSFT) has experienced a significant stock decline of approximately 17.16% year-to-date, highlighting the challenges even major companies face despite advancements in artificial intelligence [1] Group 1: Stock Performance - Microsoft shares gained 1.2% on February 24 after announcing a partnership with SpaceX's Starlink to enhance global internet access, indicating a strategic approach amidst external disputes [2] - Over the past 52 weeks, MSFT stock has seen a marginal increase of 0.68%, but year-to-date, it has declined by 17.17%, with a deeper drawdown of 20.56% over six months and 14.03% in the past month [6] Group 2: Strategic Initiatives - The partnership with Starlink aims to connect 540 community hubs in Kenya, showcasing Microsoft's commitment to expanding its reach into underserved markets [3] - By integrating low-Earth orbit satellite coverage with local deployment models, Microsoft is enhancing Azure's accessibility, which could accelerate digital adoption and increase recurring revenue over time [4] Group 3: Company Overview - Microsoft, headquartered in Redmond, Washington, has a market capitalization of approximately $2.9 trillion and operates across various sectors including productivity platforms, intelligent cloud services, and personal computing [5] - The company’s ecosystem includes Azure, LinkedIn, enterprise software, Windows, gaming, and digital advertising, reflecting its diverse business model [5] Group 4: Valuation Metrics - MSFT stock is currently trading at 23.48 times forward adjusted earnings and 8.81 times sales, which are above industry averages but below the company's own five-year average multiples, suggesting a potentially favorable entry point for long-term investors [9]
马斯克不讲武德!月球造卫星工厂,OpenAICEO:十年内绝不可能!
Sou Hu Cai Jing· 2026-02-26 11:16
Group 1 - The core idea revolves around Elon Musk's ambitious "Moon Electromagnetic Catapult AI Satellite Plan," which aims to establish a massive electromagnetic catapult on the Moon to launch satellites into Earth's orbit, potentially creating a network of one million satellites [1][3] - Musk claims that deploying AI data centers in space could reduce costs by ten times compared to Earth, addressing the growing demand for computational power while overcoming the limitations of terrestrial resources [3] - The challenges of building such infrastructure on the Moon are significant, including the need for advanced electromagnetic catapults and the transportation of equipment from Earth, which raises concerns about feasibility and cost [3][5] Group 2 - Concurrently, SpaceX's Starlink has announced a drastic reduction in hardware costs and subscription fees, aiming to capture market share ahead of an impending IPO, with projections indicating Starlink could contribute $15 billion in revenue by 2025, accounting for 90% of the company's total income [5][7] - The competition in satellite internet is intensifying, with Amazon's Kuiper project and other telecom giants entering the market, prompting Musk to adopt aggressive pricing strategies to secure users [5][7] - Musk's Moon plan is not just about profit; it aims to establish SpaceX's dominance in space governance and resource allocation, positioning the company to control future space resources and potentially reshape international regulations [7][9] Group 3 - The Moon plan could democratize access to space-based resources, allowing individuals in remote areas to benefit from high-speed internet and enabling various applications such as satellite-based agriculture monitoring [9] - However, there are inherent risks, including potential financial instability for SpaceX if the Moon project fails and concerns over communication security if Starlink monopolizes space networks [9] - Ultimately, Musk's Moon initiative represents a bold attempt to redefine power dynamics through technology, with the potential to usher humanity into a new era of "space civilization" [9]