智通财经APP获悉，埃隆·马斯克周一在社交媒体平台X上回应投资者提问时明确表示，他反对将旗下人 工智能公司xAI与特斯拉(TSLA.US)进行合并。这一表态发生在马斯克此前一天宣布计划向特斯拉股东 征求投资xAI意向之后。去年，马斯克曾公开探讨特斯拉向xAI注资50亿美元的可能性，强调该提议仅 为试探市场反应，并特别澄清任何实质性投资均需经过特斯拉董事会及主要股东的正式批准程序。 然而，尽管Grok聊天机器人在技术上取得了显著进展，但其商业化进程仍面临挑战。Grok聊天机器人 2025年年化订阅收入为1698万美金，4月使用人数为2664万，相比之下，ChatGPT的同期数据为10亿美 金和5.46亿。此外，xAI因开发Grok等先进AI模型，在服务器集群与专用芯片等领域投入巨大，目前每 月资金消耗达10亿美元，全年烧钱规模预计将达130亿美元，而今年预估营收仅5亿美元，尽管2026年营 收预估增至20亿美元，但仍远低于开支增长速度。 据报道，xAI公司正准备通过一项交易从投资者那里筹集更多资金，这笔交易可能会使这家人工智能公 司的估值达到1800亿至2000亿美元，是其去年初估值的10倍。上述融资交易正在讨 ...

RT International Space Station (@Space_Station)Four #Ax4 crewmates from @Axiom_Space are preparing to enter the @SpaceX Dragon to depart the space station and undock at 7:05am ET today live on @NASA+. https://t.co/jloQFubXwf ...

Investment Rating - The report maintains an "Outperform" rating for the industry [1]. Core Insights - The global satellite internet construction is accelerating, with Starlink leading the industry. By June 2025, Starlink has launched nearly 9,000 satellites, serving over 5 million users across more than 100 countries. The project is expected to generate over $8 billion in revenue in 2024 and potentially exceed $11 billion in 2025 [2][20]. - China's satellite internet is entering a rapid development phase, with plans for three satellite constellations. Recent leadership changes in satellite internet companies indicate a push for technological breakthroughs and business model innovations [2][3]. Summary by Sections 1. Global Satellite Internet Acceleration - By June 2025, Starlink has launched nearly 9,000 satellites, with a user base surpassing 5 million and revenue projections of over $8 billion in 2024 and $11 billion in 2025 [2][20]. - China's satellite internet has initiated the deployment of multiple satellite constellations, with significant advancements in satellite launches and leadership changes in key companies [2][3]. 2. Business Models: Direct-to-Cell and Laser Communication - The Direct-to-Cell (DTC) model is set for large-scale application, with China Telecom planning to promote satellite direct connection services extensively by 2024. By May 2025, over 30 direct connection models are expected to be released, with annual sales projected to exceed 16 million units [3]. - Laser communication technology is anticipated to become a standard in satellite internet, with significant advancements already demonstrated by private companies in China [3]. 3. Rocket Breakthroughs - China's private rocket companies are rapidly iterating technologies, with notable advancements in reusable rockets and liquid propulsion systems. For instance, Blue Arrow Aerospace's "Zhuque-3" rocket is designed to match SpaceX's Falcon 9 in payload capacity [4]. 4. Investment Recommendations - The commercial space sector in China is poised for rapid growth, with the satellite internet market expected to reach nearly 100 billion yuan in the next five years. The private rocket market is projected to exceed 30 billion yuan [4]. Key companies to watch include those in the private rocket supply chain and satellite internet communication payload suppliers [4].

RT A. Pettit (@PettitFrontier)A view of the ISS from SpaceX Dragon.Amazing that videos like this can exist so casually on social media.https://t.co/vNxwJcOODz ...

马斯克于 2023 年初创立了 xAI 公司，而就在几个月前，OpenAI 通过推出 ChatGPT 引发了人工智能热 潮。此后，xAI 公司与社交媒体服务 X 进行了合并，马斯克称此次合并使这家人工智能初创公司估值 达到 800 亿美元，而社交媒体公司估值则达到 330 亿美元。 本月，马斯克透露，特斯拉将在车辆中采用Grok机器人技术——就在该机器人在推特上发布反犹太言 论的几天后。此次整合表明这两家公司之间的合作关系将进一步加深，而一些特斯拉投资者此前一直呼 吁加强这种合作关系，因为电动汽车的销量已经大幅下滑。 特斯拉在 4 月份透露，xAI 是其去年的一位客户，该初创公司因与这家汽车制造商签订的商业、咨询及 支持协议而产生了 1.983 亿美元的费用。其中大部分业务(1.91 亿美元)涉及 xAI 购买特斯拉的大型能源 存储电池，即所谓的"Megapack"。 据报道，随着合并后的实体 xAI 控股公司展开融资谈判，估值高达 2000 亿美元，潜在的投资机会也随 之浮现。马斯克正试图将自己公司的各个部门更紧密地整合在一起。 智通财经APP获悉，特斯拉(TSLA.US)首席执行官埃隆·马斯克表示，特斯拉 ...

Investment Rating - The report maintains an "Overweight" rating for the commercial aerospace industry, specifically focusing on satellite internet services [6]. Core Insights - The successful commercialization of Starlink is driven by three core factors: supply-side advantages in satellite launch and production capabilities, strong demand across consumer, industry, and government sectors, and comprehensive technological innovations that create a competitive moat [1][2][3]. Supply-Side Summary - Starlink has launched over 9,000 satellites, with more than 7,000 currently in orbit, establishing a global coverage network with a bandwidth capacity of approximately 350 Tbps [2][12]. - The launch capabilities are enhanced by self-developed rockets and reusable technology, allowing for low-cost and rapid network construction [2][18]. - Manufacturing capabilities are globally leading, with plans to produce 5,000 next-generation satellites annually, potentially reaching 10,000 units [28][32]. Demand-Side Summary - Starlink targets remote areas, with a significant user base growth in rural and island regions, and has over 6 million global users [1][3]. - The service is expanding into various sectors, including aviation, maritime, and government applications, with contracts for over 2,000 aircraft and 75,000 ships [3][42]. - The international market share is growing, with 41% of customers located outside North America and Europe, particularly in Southeast Asia and Africa [3][58]. Technology Analysis Summary - Starlink's technological edge comes from innovations in satellite manufacturing, communication networks, and terminal integration, achieving low latency of 20-40 ms [4][34]. - The satellite design incorporates high-capacity and lightweight features, while terminal technology has seen significant cost reductions, promoting user adoption [4][30]. Growth Potential Summary - Starlink's business is expected to grow rapidly, with projected revenues reaching $27.5 billion by 2030, reflecting a CAGR of 23% [5][58]. - The approval of an additional 22,000 satellites by the FCC and the operational launch of the Starship and Starlink V3.0 are key growth drivers [5][24]. - The competitive landscape is evolving with other low-Earth orbit satellite constellations entering the market, indicating a potential shift in industry dynamics [5][58].

特朗普对墨西哥和欧盟的输美产品征收30%的关税 据央视新闻报道，美国总统特朗普上周六宣布，自今年8月起对墨西哥和欧盟的输美产品征收 30%的关税。这一决定引发了多个国家和行业的困惑和担忧。 上周，特朗普已经向除欧盟以外的20多个个国家发送了新的关税函，声称对这些国家征收 20%到50%不等的关税，其中巴西被威胁征收50%的关税。其他未收到信函的国家则将被征 收15%至20%不等的关税。 据央视新闻报道，当地时间7月12日，墨西哥外交部和经济部在一份联合声明中表示，鉴于美 国宣布自8月1日起对墨西哥输美产品征收30%的新关税，墨西哥政府认为这是"不公平待 遇"，墨西哥已开始与美国进行谈判，以保护边境企业和就业。 声明称，自7月11日起，墨西哥代表团成立了"常设双边工作组"，以解决与美国的安全、移民 和经济问题。墨西哥政府在谈判中提到，美国对墨加征关税是不公平的，墨西哥不同意。 在谈判时双方一致认为，目前首要任务是在征收关税之前找到"一个能够保护边境两边企业和 就业的替代方案"。 欧盟委员会主席乌尔苏拉 ・ 冯德莱恩表示，欧盟将把针对美国的贸易反制措施暂停期延长至 8月1日，以便开展进一步谈判。 德银："鲍威尔被 ...

当地时间7月9日，美国亿万富豪马斯克在X上进行了一轮清理行动，取关了多名与美国总统特朗普关系密切的盟友，包括美国司法部长帕姆·邦迪、众议院议 长迈克·约翰逊、国会议员南希·梅斯、能源部长克里斯·赖特，以及"让美国再次伟大（MAGA）"运动的坚定支持者斯科特·普雷斯勒等。 美国政治博主詹妮弗·韦尔奇：现在他取关了所有MAGA账号，一共有1、2、3、4······9个账号。 救灾！马斯克旗下"星链"服务得州洪灾 值得一提的是，马斯克宣布成立"美国党"的日子恰好在7月4日美国独立日第二天，而特朗普则在独立日这天签署"大而美"法案，两人利用特定时刻热门话题 攫取关注度的做法几乎一模一样。 近期，随着美国亿万富豪马斯克宣布成立新政党"美国党"，他和美国总统特朗普之间的"分手大戏"也被推向新的高潮。有美媒直言，二人的关系彻底走向公 开"决裂"。然而，马斯克旗下的"星链"在得州洪灾中发挥的作用，也展现出了其与美政府一种微妙的"共生关系"。特朗普的传记作家表示："我们还没有看 到这个故事的结局"。 取关！ 马斯克"清理"9名特朗普盟友 记者：当前背景下，外界关心，白宫或总统本人是否对马斯克在担任政府效率部顾问期间推动的削减行 ...

Core Points - Tesla's CEO Elon Musk announced that the company will hold a shareholder vote regarding an investment in his AI company, xAI [1][2] - Musk confirmed that SpaceX is looking to invest $2 billion into xAI, pending board and shareholder approval [3] - xAI has previously leveraged its connections to Musk's businesses to attract investments, with a reported valuation of $50 billion after raising over $12 billion in funding [10] Investment Details - Musk stated that xAI raised over $12 billion during its Series A, B, and C funding rounds last year [10] - In March, xAI acquired X (formerly Twitter) in an all-stock deal, valuing xAI at $80 billion and X at $33 billion after accounting for $12 billion in debt [10] - Last month, Morgan Stanley reported that xAI raised $10 billion in debt and equity, with the proceeds aimed at developing xAI's data centers and Grok chatbot [11]

而在 Grok 引用的 64 个参考来源中，有 54 个都与马斯克有关。 外媒 TechCrunch 的测试进一步验证了这一现象。当被问及关于美国堕胎法案和移民政策的立场时，Grok 不仅在思维链中明确写道「正在搜索马斯克的看 法」，还直接引用了他在 X 上的相关发言。 什么样的 AI，才配被称为「地球上最聪明」？Grok 4 的答案或许是，在敏感问题上，先查查老板说了什么。 据 The Verge 报道，Grok 4 在回答关于以色列与巴勒斯坦冲突、美国移民政策、堕胎等敏感问题时，会优先联网查找马斯克本人的公开表态作为参考依 据。 这一行为是否出于系统设定，目前尚无定论。 大量 X 用户发布的实测结果也显示确实存在这一倾向，比如在数据科学家 Jeremy Howard 发布的一段视频中，Grok 在思维链中明确表示，正在考虑马斯 克的观点。 在回应中，只要观点有充分依据，就不应回避提出政治上不正确的主张。 向左更多内容 有开发者认为，这种行为未必是系统刻意设定的结果。程序员 Simon Willison 在 Grok 4 的系统提示词中发现了一些线索。 他指出，这可能只是模型在处理模糊问题时自动寻找「最安全 ...