狂人马斯克，1.25万亿巨无霸诞生 何以缔造这笔开年最大并购？ 透过SpaceX官网发布的内部信，马斯克表示，此次交易将打造地球上（以及地球之外）最具雄心的垂直整合创新引 擎，涵盖人工智能、火箭技术、天基互联网、直连移动设备通信，以及全球领先的实时信息与言论自由平台。 载入史册的一幕诞生。 投资界获悉，SpaceX正式发表声明，宣布已收购同属于马斯克旗下的人工智能企业xAI公司，后者同时也在社交平台 发文证明"加入SpaceX"。据悉，这笔交易规模为2500亿美元。 值得一提的是，SpaceX与xAI合并后的公司预计每股定价约527美元，估值将达1.25万亿美元。至此，史上最大独角兽 的估值被再度刷新。 现在，SpaceX将IPO计划提上日程，也意味着身后投资人将迎来一波超级回报。 "这不仅是SpaceX和xAI任务的新篇章，更是开启了全新的纪元：通过规模化扩张打造'有感知的太阳'，以理解宇宙， 并将意识之光延伸至群星！" 毫无疑问，SpaceX此次收购的核心目标直指太空数据中心。在马斯克看来，当前人工智能的发展依赖于大型地面数据 中心，而这些数据中心需要消耗大量的电力和冷却资源。即使在短期内，仅靠地面解决方 ...

马斯克旗下重大资源整合，刚刚官宣完成： 全力冲刺IPO的SpaceX，已收购xAI。 合并后的新公司被曝预计每股发行价为526.59美元，整体估值将达1.25万亿美元。 马斯克在当地时间周一发布内部备忘录，向员工们宣布了这一消息： 这笔交易将打造地球上（乃至地外）最具雄心、垂直整合程度最高的创新引擎，涵盖人工智能、火箭技术、太空互联网、直连移动设备的通 信……这不仅是SpaceX和xAI使命的下一章，更标志着新的征程：规模化发展以创造一颗有感知能力的"太阳"，从而理解宇宙，并将意识之光 播撒至群星！ 他还透露：完成收购后，SpaceX将推进在太空部署数据中心的计划。 1月份，xAI刚完成一轮融资，以2300亿美元的估值募集200亿美元资金。 这下马斯克左手倒右手，相当于给xAI找了一个更稳定的金主爸爸——亲生的那种（doge）。 关于"轨道数据中心"，马斯克还在内部信中给出了更完整的阐述。 他估算，随着星舰能力的不断完善升级，若每年发射百万吨级卫星，每吨卫星提供100kW的算力，则每年新增AI算力可达100GW，且无需后续运行或维 护成本。 这样一算，长远来看，每年1TW算力新增的目标亦非遥不可及。 （1TW ...

日前，市场监管总局会同中央空管办、国家发展改革委等十部门联合发布《低空经济标准体系建设指南 （2025年版）》，重点围绕低空航空器、低空基础设施、低空空中交通管理、安全监管和应用场景五大 核心领域建立标准体系。 近期，SpaceX向美国联邦通信委员会正式提交申请，计划发射超100万颗卫星构建全球首个"轨道数据 中心系统"，定位为太空AI计算基础设施，目标是通过激光星间链路与太空光伏供能，为全球提供低延 迟、低成本的推理与边缘计算服务。此外，马斯克旗下SpaceX与xAI计划合并，旨在整合星链卫星、火 箭运输、Grok大模型及X平台社交数据，打造"天地一体"的太空AI闭环生态。 中银证券认为，该合并不仅是"算力上太空"的关键落子，更将突破地面数据中心在能源与地域上的约 束，为AI提供真实广阔的太空应用场景，推动商业航天与人工智能融合进入新阶段；合并实体已成 立，且SpaceX与特斯拉已分别向xAI投资20亿美元，目标在6月推进SpaceX IPO。 国内方面，近日在沪召开的商业航天器及应用产业链共链行动大会介绍，我国将布局更多"太空+"未来 产业，中国航天科技集团明确我国商业航天将全面实施"155"战略，明确" ...

Core Insights - The merger between SpaceX and xAI is expected to create a new company with a share price of $526.59 and a total valuation of $1.25 trillion [2] - Elon Musk envisions this merger as a significant step towards creating a highly integrated innovation engine that spans artificial intelligence, rocket technology, and space internet [2][4] - The long-term goal is to deploy a million satellites to establish orbital data centers, which Musk believes is essential for scaling AI development and advancing human civilization [4][6] Company Overview - Following the acquisition, xAI will become a wholly-owned subsidiary of SpaceX, allowing it to operate with less financial pressure and focus on its AI development [9] - SpaceX is recognized as one of Musk's most successful and stable ventures, with profitable operations from its rocket launch and satellite internet businesses [10] - The merger is anticipated to enhance xAI's access to computational resources, enabling it to accelerate AI model training and technological advancements [10] Strategic Vision - Musk predicts that the deployment of AI in space will be the most cost-effective approach, leveraging solar energy and natural cooling advantages [4] - The plan includes launching a million satellites, which is not merely a concept but a concrete application that SpaceX has already applied for [8] - The projected annual increase in AI computing power could reach 1 terawatt (1TW), significantly impacting the future of AI applications [7][8]

美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 "特斯拉硅谷车主俱乐部"在X上晒出马斯克2021年的旧推文"SpaceX将把一枚真正的狗狗币送上真正的 月球"的截图，并询问"什么时候？" 马斯克回应称："可能是明年。" ...

这个周末，市场消息面可谓是冰火两重天，让人心跳加速。 一边是国际黄金白银价格上演"高台跳水"，一夜之间暴跌超过10%，让持有资源股的投资者心头 一紧。 另一边，飞天茅台的批发价却悄悄实现了"三连涨"，每瓶价格反弹了100元，给冰冷的大消费板块带来了一丝暖意。 12 and manufa 3 113 still be berger read An 0 更引人关注的是，特斯拉的老板埃隆·马斯克又扔下了一个重磅炸弹：他的SpaceX公司正在申请发射一个由多达100万颗卫星组成的超级星座。 与此同时， 国内也有三件大事需要面对：最新的制造业PMI数据不及市场预期，显示经济复苏的根基仍需夯实；中国移动、中国联通、中国电信三大运营商集体发布公 告，自2026年起，部分业务的增值税税率将从6%上调至9%；而距离农历春节，只剩下最后的10个交易日。 这一连串的消息，究竟哪个影响最大？ 它们是把市场推向更深的调整，还是在恐慌中埋下了新的机会？ 我们梳理了每一个关键信息，试图为你呈现一个清 晰的节前市场图景。 上周五，纽约商品交易所的黄金期货价格跌破了每盎司4800美元的重要关口。 这不仅仅是普通的下跌，单日跌幅超过了10%。 ...

📰 #AscendEX Daily Updates🔷The stablecoin trading volume exceeded $1 trillion in January.🔷U.S. Bureau of Labor Statistics: The January employment report will be delayed due to the government shutdown.🔷SpaceX merges with xAI, with a valuation of $1.25 trillion.#AscendEX #Crypto #CryptoNews ...

Core Viewpoint - SpaceX has acquired AI company xAI for $250 billion, aiming to integrate rocket, satellite internet, AI technology, and social media platforms, positioning itself as a leading private enterprise in the industry [2][3][4]. Group 1: Acquisition Details - The acquisition price of $250 billion is based on xAI's recent funding round of $20 billion [4]. - Musk's statement emphasizes the goal of creating "the most ambitious vertically integrated innovation engine on Earth and beyond" [4]. - The acquisition is part of Musk's broader strategy to restructure his business empire, following the previous merger of xAI with X [5][17]. Group 2: AI Data Center Strategy - Musk plans to establish a space-based AI data center, utilizing solar energy from space to meet global AI power demands without burdening communities and the environment [5][10]. - The strategy involves launching a constellation of 1 million satellites, which will generate significant AI computing power, estimated at 100 gigawatts annually [11]. - Musk predicts that within 2 to 3 years, space will become the most cost-effective method for generating AI computing capabilities [11]. Group 3: Starship's Role - The success of the space data center relies on the capabilities of the Starship rocket, which is expected to significantly increase payload capacity compared to current Falcon rockets [13][14]. - Starship will facilitate the launch of next-generation satellites, enhancing global connectivity and supporting the deployment of AI satellites into deeper space [13][14]. Group 4: Market Reactions and IPO Plans - Following the announcement of the merger, shares of EchoStar, a major shareholder in SpaceX, dropped nearly 12%, reflecting investor concerns about the complexity of the IPO process [6][7]. - SpaceX is planning an IPO that could raise up to $50 billion, with a projected valuation of approximately $1.5 trillion [6]. Group 5: Integration of Musk's Business Empire - This acquisition marks Musk's third significant corporate restructuring in recent years, further consolidating his various ventures into a cohesive business model [16][20]. - Musk's approach involves reallocating resources and personnel across his companies, which include Tesla, SpaceX, xAI, Boring Company, and Neuralink, creating a unified operational strategy [18][19].

>> INDIA MANAGES TO GET A TRADE DEAL WITH THE U.S. AFTER MONTHS OF PAINFUL NEGOTIATIONS. IF NEW DELHI CAN DO IT IS JAKARTA NEXT IN LINE. FROM THE INDONESIAN ECONOMIC SUMMIT, THIS IS INSIGHT WITH HASLINDA AMIN.WE WILL BE SPEAKING TO THE PERSON LEADING THE TALKS. THE INDONESIAN'S PRESIDENT'S WILL BE JOINING US WITH THE LATEST. WE HAVE SOME INTERVIEWS COMING UP FROM THE SINGAPORE AIR SHOW.ASIAN MARKETS STABILIZING AFTER POSTING THEIR STEEPEST TWO DAY DROP SINCE APRIL. STOCKS GETTING A LIFT WITH KOREA RECOVERIN ...

具体来看： 光伏设备板块走强，泽润新能、帝科股份等多股涨停，连城数控涨超18%，晶盛机电、微导纳米、欧普 泰等多股跟涨。 2月3日，A股三大指数早盘走低，午后集体走高；截至收盘，沪指涨1.29%报4067点，深证成指涨 2.19%，创业板指涨1.86%，北证50指数涨3.27%。全市场成交额2.57万亿元，较前一交易日缩量410亿 元，超4800股上涨。 | 名称 | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | | 上证指数 | 4067.74 | +51.99 | +1.29% | | 000001 | | | | | 深证成指 | 14127.11 | +302.75 | +2.19% | | 399001 | | | | | 创业板指 | 3324.89 | +60.78 | +1.86% | | 399006 | | | | | 北证50 | 1549.51 | +49.08 | +3.27% | | 899050 | | | | | 科创20 | 1471.07 | +20.17 | +1.39% | | 000688 | | | 더해줄[ | 盘面上，光 ...