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X @Elon Musk
Elon Musk· 2026-02-20 19:25
RT Dima Zeniuk (@DimaZeniuk)The size of Starship. Huge 🤯 https://t.co/SILSdgVASs ...
X @Bloomberg
Bloomberg· 2026-02-20 15:26
The biggest US troop deployment in the Middle East since the Iraq War is sending the black market price for Elon Musk’s Starlink terminals soaring in Iran https://t.co/bWAwPNsgpQ ...
美股今夜看点 特斯拉赛博卡车下线降价!PCE数据今夜定降息走向,三大股指期货齐跌
Jin Rong Jie· 2026-02-20 12:57
Market Overview - US stock index futures are all down, with Dow futures down 0.16%, S&P futures down 0.19%, and Nasdaq futures down 0.23% [1] - Major European stock indices are all up, with the Euro Stoxx 50 up 0.41%, FTSE 100 up 0.5%, CAC 40 up 0.83%, and DAX 30 up 0.27% [1] - WTI crude oil is down 0.39% at $66.14 per barrel, while Brent crude is down 0.32% at $71.04 per barrel [1] - Gold on the NYSE is up 0.8% at $5037.4 per ounce [1] Market News - The US special envoy confirmed active negotiations for selling Venezuelan oil to India, with Venezuelan oil set to return to India as a substitute for Russian oil [1] - US stock funds recorded the largest weekly inflow in five weeks, with a net purchase of $11.77 billion in US stock funds, while value funds were favored for the second consecutive week, and growth funds saw a net outflow of $2.28 billion [1] - The S&P 500 futures index turned down, hitting an intraday low [1] - WTI crude oil fell by 1.00% during the day, currently at $66.07 per barrel [1] - Eurozone's February composite PMI preliminary value reached 51.9, a three-month high, with manufacturing PMI at 50.8 indicating a return to expansion, and services PMI at 51.8 [1] Company News - Tesla's first Cybertruck autonomous vehicle has rolled off the production line, with a price set at approximately 173,000 yuan [1] - Apple's iPhone Air has encountered hardware issues with its self-developed C1X 5G baseband, causing some users to be unable to make calls [1] - Amazon Web Services experienced two AI tool-related outages in December, one of which was caused by Kiro AI, leading to a 13-hour system interruption [1] - Future Assets Securities' stock price has surged over 200% this year, viewed as an alternative to SpaceX's IPO, having invested over $400 million in SpaceX and xAI [1] - Elon Musk's xAI received a $3 billion investment from Saudi HUMAIN, which has become a significant minority shareholder, with equity conversion into SpaceX shares [1] Economic Data and Events - At 21:30 Beijing time, the US will release the December PCE price index and the annualized quarterly GDP growth rate for Q4, with expectations of moderate inflation recovery and resilient economic performance, which may impact the Federal Reserve's interest rate outlook [1]
美股今夜看点 | 特斯拉赛博卡车下线降价!PCE数据今夜定降息走向,三大股指期货齐跌
Jin Rong Jie· 2026-02-20 12:54
Market Overview - US stock index futures are all down, with Dow futures down 0.16%, S&P futures down 0.19%, and Nasdaq futures down 0.23% [1] - Major European stock indices are all up, with the Euro Stoxx 50 up 0.41%, FTSE 100 up 0.5%, CAC 40 up 0.83%, and DAX 30 up 0.27% [1] - WTI crude oil is down 0.39% at $66.14 per barrel, while Brent crude is down 0.32% at $71.04 per barrel [1] - Gold is up 0.8% at $5037.4 per ounce [1] Market News - The US is actively negotiating the sale of Venezuelan oil to India, with the Trump administration using oil as a means to cut off Russian funding and positioning Venezuelan oil as an alternative [1] - US stock funds recorded the largest weekly inflow in five weeks, with investors net buying $11.77 billion in US stock funds, while value funds have been favored for the second consecutive week, and growth funds saw a net outflow of $2.28 billion [1] - The S&P 500 futures index turned down, reaching an intraday low [1] - WTI crude oil fell by 1.00% during the day, currently at $66.07 per barrel [1] - Eurozone's February composite PMI preliminary value is at 51.9, a three-month high, with manufacturing PMI at 50.8 indicating a return to expansion, and services PMI at 51.8 [1] Company News - Tesla's first Cybertruck has rolled off the production line, with Elon Musk previously stating the vehicle is priced at approximately 173,000 yuan [1] - Apple’s iPhone Air has encountered hardware issues with its self-developed C1X 5G baseband, causing some users to be unable to make calls [1] - Amazon Web Services experienced two AI tool-related outages in December, one of which was caused by Kiro AI, leading to a 13-hour system interruption [1] - Future Assets' stock price has surged over 200% this year, viewed as an alternative to SpaceX's IPO, having invested over $400 million in SpaceX and xAI [1] - Elon Musk's xAI received a $3 billion investment from Saudi HUMAIN, which has become a significant minority shareholder, with equity conversion into SpaceX shares [1] Economic Data and Events - At 21:30 Beijing time, the US will release the December PCE price index and the annualized quarterly GDP growth rate for Q4, with the market expecting a moderate rebound in inflation and resilient economic performance, which may impact the Federal Reserve's interest rate outlook [1]
X @BSCN
BSCN· 2026-02-20 10:59
💵ELON MUSK CLAIMS HE WILL PAY OVER $500 BILLION IN TAXES BY THE TIME HE DIESTesla and SpaceX CEO Elon Musk (@elonmusk) has stated he expects to pay more than $500 billion in lifetime taxes to the U.S. government, a staggering figure that would eclipse that of any other taxpayer in history.Musk's estimate assumes continued wealth accumulation, asset appreciation, and eventual estate tax obligations on what is currently the world's largest private fortune.The statement comes amid ongoing debates over billiona ...
“曲线投资”SpaceX IPO,这家韩国券商股年内暴涨200%!
Hua Er Jie Jian Wen· 2026-02-20 09:00
Core Viewpoint - The stock price of Mirae Asset Securities has surged nearly twofold this year, driven by investor speculation regarding the upcoming IPO of SpaceX, highlighting global enthusiasm for the space exploration giant's market debut [1][4]. Group 1: Stock Performance and Market Context - Mirae Asset is the best-performing stock in the MSCI global equity index this year, indicating strong investor interest in gaining exposure to the anticipated merger of SpaceX and xAI, which is estimated to be valued at $1.25 trillion [4]. - The stock's unique holding structure, with over $400 million invested in SpaceX and its sister company xAI, positions it as a scarce asset for investors, benefiting from both the local stock market's strength and its association with Elon Musk's business empire [4][5]. - The overall Kospi index has been buoyed by optimism surrounding AI chip demand and governance reforms initiated by President Yoon Suk-yeol, making it one of the best-performing stock indices globally [5]. Group 2: Dual Value Drivers and Industry Performance - The fundamental performance of Mirae Asset is improving due to the robust Korean stock market, while its holdings in SpaceX provide an additional catalyst, allowing investors to capture value from two sources simultaneously [5]. - Other brokerage stocks, such as SK Securities and Hanwha Investment & Securities, have also seen significant gains, with SK Securities rising approximately 200% and Hanwha exceeding 100% this year [5]. Group 3: Diversified AI Holdings and Revenue Growth - Mirae Asset benefits from a $7.5 billion investment portfolio with substantial exposure to the space and AI sectors, including investments in U.S. AI startup Perplexity AI Inc. and Chinese drone manufacturer DJI Technology [6]. - The company has reported significant growth in its core business, with brokerage revenue projected to reach a record high in 2025, reflecting a 43% increase from the previous year [6]. Group 4: Valuation Concerns - Despite the impressive stock performance, concerns about overvaluation are emerging, with the stock's forward P/E ratio at 21 times, three times its five-year average [8]. - Analysts warn that the stock price may have detached from its fundamentals, with much of the profit growth stemming from unrealized gains in the merger fund, leading to uncertainty regarding the conversion of valuation gains into shareholder returns [8].
巨头竞逐全球卫星市场 亚马逊获批4500颗卫星部署对抗星链
Core Viewpoint - Amazon has received approval from the FCC to deploy an additional 4,500 satellites, expanding its total to approximately 7,700 satellites as part of its second-generation Leo satellite internet project, aiming to compete more effectively with SpaceX's Starlink [2][3]. Group 1: Amazon's Satellite Deployment - The FCC requires Amazon to complete 50% of the new satellite launches by February 2032 and all deployments by February 2035 [3]. - Amazon's first generation of 1,600 satellites has been delayed from July 2026 to July 2028 [3]. - The new satellites will enhance coverage and spectrum utilization, particularly in polar regions, which is crucial for expanding services in Arctic areas and energy sectors [3]. Group 2: Competitive Landscape - SpaceX's Starlink remains the largest player in the low Earth orbit satellite market, with thousands of satellites launched and a significant market share, covering over 100 countries and generating annual revenues in the billions [6]. - OneWeb, known as the European version of Starlink, has completed the deployment of its first generation of approximately 600 satellites and is experiencing rapid revenue growth in its low Earth orbit business [6]. - China's low Earth orbit satellite deployment is accelerating, with significant government support and strategic initiatives, including the "StarNet" project and the "Qianfan Constellation," which aim to deploy thousands of satellites by 2030 [7][8]. Group 3: Market Dynamics and Future Outlook - The global low Earth orbit satellite market is expected to grow rapidly, with increasing competition among major players like SpaceX, Amazon, and Chinese companies [4][6]. - Analysts suggest that Amazon's entry into the market is strategically aimed at capturing growth opportunities in the satellite internet sector, despite the challenges of high investment and long payback periods [4]. - The competition is intensifying, with the U.S. focusing on commercial viability while China aims for technological advancements and global standards in satellite deployment [8].
X @Tesla Owners Silicon Valley
RT Tesla Owners Silicon Valley (@teslaownersSV)"Elon always takes the high road. He will always do the hard things.”@nikitabier breaks down what makes @elonmusk the greatest operator alive:“At an Elon company—it’s a very flat organization.”“A large number of people direct report to Elon. Everyone has an incredible amount of agency.”“We come up with an idea, build it in a week, and it’s out. At Facebook, things would take months for approvals.”“I’ve never seen an executive with his amount of responsibility w ...
X @Elon Musk
Elon Musk· 2026-02-20 06:22
RT SpaceX (@SpaceX)Falcon 9 lands on the Just Read the Instructions droneship off the coast of The Bahamas https://t.co/h5Ju4ndXSj ...
X @Tesla Owners Silicon Valley
RT Tesla Owners Silicon Valley (@teslaownersSV)"Elon always takes the high road. He will always do the hard things.”@nikitabier breaks down what makes @elonmusk the greatest operator alive:“At an Elon company—it’s a very flat organization.”“A large number of people direct report to Elon. Everyone has an incredible amount of agency.”“We come up with an idea, build it in a week, and it’s out. At Facebook, things would take months for approvals.”“I’ve never seen an executive with his amount of responsibility w ...