Watch LIVE as SpaceX launches 25 Starlink satellites aboard Falcon 9, to Sun-Synchronous Orbit from Space Launch Complex 4E (SLC-4E) at Vandenberg Space Force Base in California. #SpaceX #Falcon9 #Starlink Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consider becoming a The Launch Pad Member and go behind the scenes with early video access, behind the scenes live streams and more! SUBSCRIBE to The Launch Pad! https://www.youtube.c ...

Core Viewpoint - SpaceX's proposed IPO in 2026 is expected to be the largest in history, potentially raising $50 billion, but it may negatively impact other space stocks by overshadowing them and altering their perceived value [2][4][14]. Group 1: IPO Details - Elon Musk plans for SpaceX to go public in 2026, with a projected market capitalization of $1.5 trillion, which would still be less than major tech companies like Alphabet and Apple [1][2]. - The IPO is anticipated to raise up to $50 billion, surpassing Saudi Aramco's 2019 IPO, which raised $29.4 billion [2][4]. Group 2: Impact on Space Stocks - The IPO is likely to draw significant attention to space stocks, with companies like Rocket Lab, AST SpaceMobile, and Planet Labs seeing stock gains between 150% to 250% over the past year, compared to the S&P 500's 14% gain [5][8]. - A $1.5 trillion valuation for SpaceX would imply a valuation of over 60 times sales, making other space stocks appear undervalued, such as Firefly Aerospace and Planet Labs, which are valued at less than 30 times sales [9][10]. Group 3: Competitive Landscape - SpaceX's IPO could create a significant financial gap between it and smaller space companies, as the $50 billion raised will be used to fund ambitious projects, including AI data centers in orbit and the development of the Starship reusable rocket [12][13]. - The dominance of SpaceX post-IPO may lead to a sell-off in other space stocks, as investors may prefer to invest in SpaceX rather than smaller companies, potentially leading to a decrease in their stock prices [14][15].

Core Insights - Tesla's core electric vehicle (EV) business is facing stagnation, prompting the company to accelerate the development of various side projects [1][4] - The company plans to diversify its offerings by adding solar panels, advancing robotaxi technology, and introducing humanoid robots priced between $20,000 and $30,000 by the end of 2027 [2][3] Electric Vehicle Business Challenges - Tesla's average per-vehicle production costs have decreased, but this has not restored the profit margins seen before the EV price wars that began in early 2023 [5] - The net profit per vehicle has dropped to just over $4,000 as of the end of last year, down from more than $10,000 in 2022 [6] - Competitors like BYD, Volkswagen, and General Motors have captured the growth in the EV market, leaving Tesla with stagnant sales [8] Market Position and Brand Perception - Tesla, once the leading brand in the EV market, is losing its appeal, which is concerning as over 70% of its revenue still comes from battery-powered vehicles [9] - The company is exploring new markets, including robotics and solar energy, but faces significant competition from other players in these sectors [14] Future Prospects and Risks - The potential for solar energy and autonomous taxis is significant, with projections indicating a $190 billion market for robotaxis by 2034 [11] - However, there are concerns about Elon Musk's history of overpromising on timelines, which could affect the development of new technologies [15] - Tesla's stock is currently priced at over 200 times the expected earnings per share of $2.06, indicating that the market is expecting high growth that may not materialize [16][20] Conclusion - Tesla appears to be shifting focus from its core EV business to explore new opportunities, which may indicate underlying challenges in its primary revenue stream [19]

中国未来最大的"敌人"不是特朗普或者任何一位美国总统，而是手握近万亿美元的马斯克， 为什么这么说呢？马斯克又在哪些方面对中国造成"威胁"？ 财富爆表背后，是各项领域的较量 而这场"企业家型主权"的扩张，恰恰是中国眼前要认真思考、未来要正面应战的大方向，特朗普可以四年一换，马斯克却可能主导未来三十年。 现在问题来了：马斯克到底图啥？卖车发火箭那么多年，突然就成国家安全问题了？不是突然而是每一条赛道，他都压的正是别人不敢轻易碰的"要害地 带"。 比如电动车，他把特斯拉上海工厂直接建成全球交付的中枢，2024年，这个"超级工厂"一口气干出91.6万辆交付量，占全球一半。 更关键的是，这里除了快，还特能"喂数据"，目前特斯拉在中国收集的自动驾驶数据已超过30亿公里，几乎每天都增加120万公里。 这些数据有没有回传？谁能看？是否被用于训练FSD系统？这些都在一点点试探中国的数据主权红线。 今年2月初，马斯克搞了一个"合纵连横"的大事，他把自己旗下的AI公司xAI跟SpaceX合并了。 听起来像两家亲戚联姻，结果一查市值吓一跳，新公司估了1.25万亿美元，《福布斯》马上更新榜单，说这回马斯克成了历史首位个人财富过8000 ...

IT之家 2 月 15 日消息，今日，马斯克发文回应 SpaceX 将重心转移至月球。他表示，公司仍将推进火星计划，此次调整对火星城市实现自主发展的时间影 响不超过五年，甚至可能会加速火星计划的实施。 IT之家注意到，马斯克 2 月 9 日在社交平台 X 发文称，"SpaceX 已经将重点转移到在月球上建造一个自我发展的城市，因为我们有可能在不到 10 年的时间 内实现这一目标，而火星则需要 20 年以上。"与此同时，SpaceX 仍将努力建造一座火星城市，并将在大约 5 到 7 年内启动。"但压倒一切的优先事项是确保 文明的未来，月球更快。" 就在本月早些时候，SpaceX 被曝已推迟原计划于今年进行的火星任务，转而专注于承诺已久的美国宇航局 (NASA) 登月飞行上。当前，该公司的目标是在 2027 年 3 月进行一次无人登月。 ...

RT NASA Administrator Jared Isaacman (@NASAAdmin)Crew-12 is now aboard the @Space_Station, advancing research, discovery, and operational excellence in the demanding environment of low-Earth orbit.Human spaceflight is a major team effort and requires immense competence, precision and discipline. Credit to the @NASA flight controllers guiding Dragon to station and overseeing ISS operations, the mission and payload teams delivering world-class science, our international partners, and @SpaceX for safely carryi ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：有研识泰山 过去我们习惯了 "唱空中国"，如今又流行起"唱衰美国"，预测华尔街何时崩盘。2024年，我也曾是其中的一员，认为华 尔街风险高企，道指、纳指高得离谱。2025年，英伟达股价从140美元暴跌至80美元的"雪崩"，似乎印 证了这种担忧。然而，短暂的风暴过后，道指与纳指却再创历史新高。 这不禁让我们反思：为什么我们会觉得股市太高？人性中有畏高和从众的心理，但资本市场往往是反人 性的，甚至反常识。华尔街有一条百年铁律：在很多时候，股价越贵，反而越安全。因为那里凝聚着最 优质的资产、最强大的信心和最前沿的未来。 如今，全球呈现几大奇观：不倒的华尔街、不倒的巴菲特、不倒的黄金，还有疯狂的马斯克、自大的川 普，以及半疯半傲的黄仁勋。尽管2026年1月29日黄金也曾"雪崩"，但历史告诉我们，它是否会像2025 年的华尔街一样，在暴跌后昂扬而去？ 当我们透视华尔街与A股时，习惯从"中美博弈"或"国运之争"的角度切入。这固然重要，但这些维度都 潜藏着"此消彼长"、"输赢对决"的预设。但如果我们将视野拉高，跳出地球的局限，抽离历史的惯性， ...

马斯克：如果你需要学术机构或颁奖组织来认可你的工作，那说明你的工作并没那么出色。 凯茜·伍德称："根据ARKInvest的研究，开发人形机器人要比开发机器人出租车复杂20万倍。鉴于埃隆· 马斯克秉持的第一原则和坚定决心，我们预测特斯拉的擎天柱机器人将在2028/2029年开始改变工厂生 活，进而改变家庭生活。" 对此，马斯克回应称："它将在2027年开始改变现状，到2028年影响将显而易见，到2029年将产生巨大 的影响。" 美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 马斯克2025年的一条帖子说，SpaceX 在火箭和卫星技术进步方面所做的前沿研究，比地球上所有大学 实验室加起来都更有意义。 "但我们不使用'研究员'这个虚伪且缺乏问责性的词。只用'工程师'。""如果你需要学术机构或颁奖组织 来认可你的工作，那说明你的工作并没有那么出色。尼古拉·特斯拉、艾萨克·牛顿或伽利略获得过什么 奖项并不重要。无关紧要。" ...

Tesla and SpaceX were started with a 10% of success rate. Elon Musk took a risk on the hardest and most capital intensive industries and he succeeded. Success is hard work. Never give up.https://t.co/slATA4dDSP ...

Core Viewpoint - SpaceX is shifting its focus from Mars to the Moon, planning to establish a self-sustaining city on the Moon within the next decade, which raises questions about the rationale behind this strategic change [1]. Group 1 - Elon Musk clarified that the Mars program will continue, and this adjustment will not delay the timeline for developing a self-sustaining city on Mars by more than five years, potentially even accelerating the Mars development process [3].