Tesla - 特斯拉可能在 1-2 个月内在湾区推出 Robotaxi 服务，地理围栏区域可能很大 [1] - 马斯克预告年底将有一场“最史诗级”的展示，可能涉及全新车款、现有产品升级或新技术，例如 Optimus V3 或飞行汽车 Roadster [1] - 特斯拉的技术核心可归纳为输入位流、反馈、输出位流，车辆已能做到前两步，还能生成真实世界的视频 [1] - 特斯拉拥有海量的真实世界数据，对训练 AI 模型来说是无价之宝 [1] - 特斯拉可能投资 xAI，但需经过股东投票 [1] - 特斯拉 RoboTaxi 的资本支出加上运算需求的投资负担较重，但如果 RoboTaxi 和 Optimus 机器人能带来强劲现金流，特斯拉完全有能力支撑 [1] xAI - xAI 正在打造一家多智能体 AI 软件公司，其 AI 工具 Grok 能生成数百个专门的 agent，负责编码、图像生成、视频生成和理解 [1] - xAI 的技术可能像一把利刃，帮游戏业界砍掉多余的成本，2024 年全球游戏市场规模高达 1877 亿美元，2025 年预计接近 2000 亿美元 [1] - SpaceX 将投资 20 亿美元给 xAI，这是 xAI 近期 50 亿美元股权融资的一部分，将让 xAI 与 X 平台合并后的估值高达 1130 亿美元 [1] - xAI 计划建造一个具有 1 million 个 GPU 的超级电脑，总成本可能在 250 亿至 300 亿美元之间 [2] - xAI 以全股票交易的方式收购了社交平台 X，两家公司分别估值 800 亿美元和 330 亿美元 [2]

Dragon is GO to undock from the @Space_Station https://t.co/MBSlD8HgFE ...

Dragon is now targeted to undock at ~7:15 a.m. ET https://t.co/fnp0XWiBe2 ...

Tesla CEO Elon Musk has suggested in a new post on X that the EV maker shareholders will be polled on whether to invest in AI. This is after reporting that SpaceX X might make an investment in A. I.Bloomberg Tech Europe anchor Tom Mackenzie joins us now. Tom, what is this all about. Yeah, Dani, as you say, Elon Musk getting onto the platform and saying and responding to a post saying, look, we could put this to shareholders, to a poll for shareholders at Tesla as to whether or not they want to invest in X A ...

Watch Dragon depart the @Space_Station and return to Earth with the Ax-4 astronauts https://t.co/B4xanmDG8j ...

NASA gave SpaceX billions. Now it can’t send people to space without Elon Musk. https://t.co/fJW0BDXjtK ...

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 ...