RT NASA (@NASA)LIVE: Time to head to the @Space_Station! NASA's Jessica Meir and Jack Hathaway, @ESA's Sophie Adenot, and cosmonaut Andrey Fedyaev are set to launch on our @SpaceX Crew-12 mission at 5:15am ET (1015 UTC). Share your questions for our hosts with #AskNASA. https://t.co/Y5FUla6aZm ...

来源：环球网 【环球网科技综合报道】2月13日，据外媒TechCrunch报道，在SpaceX与xAI完成合并、计划推进IPO之 际，特斯拉CEO埃隆·马斯克为两家公司确立了全新愿景——打造"阿尔法月球基地"，以此替代搁置的 火星殖民计划，为AI与航天业务融合指明方向。这一愿景也成为xAI高管离职潮后的全新招聘筹码，马 斯克公开喊话："若月球质量驱动器的构想吸引你，就加入xAI。" 据悉，两家公司合并后的核心协同点的是在轨AI数据中心，而马斯克将这一构想进一步延伸：要突破 地球轨道数据中心的能量局限，就必须登陆月球，建造月球城市批量生产太空计算机，并通过磁悬浮列 车将AI卫星发射至深空，甚至利用太阳能的部分能量训练和运行AI模型。 外媒报道称，这一转变源于SpaceX对火星殖民计划的务实调整。此前九年，"火星殖民"一直是SpaceX 的核心招聘和融资叙事，但该计划因缺乏商业回报、技术成本过高难以推进，如今SpaceX已将重心转 向更具可行性的月球任务，包括执行NASA价值40亿美元的登月合同、构建月球经济生态。而阿尔法月 球基地，正是马斯克为融合xAI业务打造的全新叙事，区别于行业内千篇一律的AI研发方向。 ...

Core Insights - Elon Musk is shifting the focus of his newly merged business empire from Mars colonization to a vision of establishing a lunar base, termed "Moon Base Alpha," to attract talent and capital [1][2] - This new narrative aims to integrate SpaceX's launch capabilities with xAI's computational needs, leveraging lunar resources to drive AI satellite launches into deep space [2][3] Strategic Shift: From Mars to Lunar AI Hub - The new vision was revealed at an all-hands meeting for xAI employees, marking a departure from Musk's previous focus on Mars colonization [3] - Musk's plan includes establishing AI data centers in Earth orbit and utilizing lunar resources to overcome computational bottlenecks [3] - SpaceX has previously retreated from Mars colonization due to high costs and technical challenges, now focusing on more profitable short-term missions [3] Recruitment and Narrative Restructuring - The Mars colonization narrative has been a powerful recruitment tool for SpaceX, but with xAI's integration, a new story is needed to unify rocket manufacturing and AI [4] - Musk's reference to the "Kardashev Scale" provides a theoretical framework for this vision, aiming to reignite engineers' enthusiasm and give xAI a mission beyond traditional software companies [4] Business Logic and Market Response - While the lunar base concept may seem distant, there is a commercial rationale behind it, as demand for data centers on Earth is expected to rise significantly [5] - The acquisition of xAI and the potential construction of data centers in space could be a strategic bet on the future of computational infrastructure [5] - If the narrative resonates with retail investors, it could elevate the valuation of the merged entity, positioning SpaceX as a market hotspot [6]

融资50亿。 作者/吴琼 报道/投资界PEdaily 2 0 1 9年，星际荣耀双曲线一号遥一（SQX- 1 Y1）小型固体运载火箭在中国酒泉卫星发 射中心成功发射，按飞行时序将多颗卫星及有效载荷精确送入预定3 0 0公里圆轨道。值 得一提的是，这是中国民营商业航天运载火箭首次成功发射并高精度入轨。 震撼一幕。 投 资 界 获 悉 ， 商 业 火 箭 企 业 星 际 荣 耀 已 完 成 D+ + 轮 融 资 ， 融 资 金 额 达 5 0 . 3 7 亿 元 。 由 此，国内民营火箭最大单笔融资诞生。 值得一提的是，本轮融资投资人队伍豪华。由同创伟业和京铭资本领投。不仅获得诸多 老股东支持，还出现了十余家新鲜面孔。 目之所及，商业航天正迎来前所未有的上市潮——S p a c eX估值1 . 5万亿美元，将缔造史 上最大I PO；国内头部企业集体向I PO发起冲刺。此时此刻，这似乎是为数不多的上车 机会。 北航师兄带队 北京火箭独角兽崛起 星际荣耀背后，站着一位科班出身创始人——彭小波。 这是商业航天赛道独有的一幕，由于创业门槛极高，这一领域创业者基本都来自大院大 所 。 彭 小 波 也 不 例 外 ， 毕 业 ...

Core Viewpoint - The stock of Shuangliang Energy experienced a significant drop, reaching a daily limit down after regulatory scrutiny due to its attempt to capitalize on the commercial aerospace hype, resulting in a market value loss of over 2 billion yuan in one day [1][4]. Group 1: Stock Performance - On February 13, Shuangliang Energy opened down over 2% and subsequently hit the daily limit down, closing at 9.64 yuan per share, a drop of 10%, with a total market value of 19.36 billion yuan, losing more than 2 billion yuan in market capitalization [1][2]. - The stock had previously surged from a low of 9.42 yuan to a high of 10.71 yuan in a single day, indicating a volatile trading session [1][3]. Group 2: Company Announcements and Orders - On February 12, Shuangliang Energy announced it had secured three overseas orders for a total of 12 high-efficiency heat exchangers, intended for use in the SpaceX Starship launch facility expansion [2][3]. - The total value of these orders is approximately 13.92 million yuan, which represents only 0.11% of the company's audited revenue for the fiscal year 2024, indicating minimal impact on overall business performance [4][5]. Group 3: Regulatory Response - The Shanghai Stock Exchange issued a warning to Shuangliang Energy regarding its misleading communications about the orders, which did not adequately disclose the nature of the supply relationship with SpaceX and the limited impact on the company's operations [4][5]. - Following regulatory pressure, the company released a clarification stating that it is an indirect supplier for the project and does not have a direct partnership with SpaceX [5].

Core Viewpoint - The stock of Shuangliang Energy experienced significant volatility, initially surging to a limit up due to a self-reported "SpaceX order," but subsequently faced a regulatory warning leading to a limit down situation [3][10]. Group 1: Company Announcement and Stock Movement - On February 12, Shuangliang Energy announced via WeChat that it had secured three overseas orders for a total of 12 high-efficiency heat exchangers, intended for use in the SpaceX Starship launch facility expansion [5][8]. - Following this announcement, the stock price surged to its limit up within ten minutes, closing the day with a trading volume of 1.762 billion yuan and a total market capitalization of 21.5 billion yuan [8]. - However, the company later clarified that it does not have a direct partnership with SpaceX and is merely a non-exclusive indirect supplier for the project, which raised concerns about the accuracy of the initial announcement [10]. Group 2: Regulatory Response - The Shanghai Stock Exchange issued a regulatory warning to Shuangliang Energy and its responsible personnel, emphasizing the need for accurate and complete disclosures, especially regarding high-interest topics like "commercial aerospace" [11]. - The exchange noted that the company failed to adequately disclose the nature of the orders, their impact on overall operations, and the uncertainties surrounding future orders, which could mislead investors [11]. - As a result, the company was required to implement corrective measures and submit a report within one month [11]. Group 3: Financial Outlook - Shuangliang Energy previously forecasted a net loss of 780 million to 1.06 billion yuan for the year 2025, indicating ongoing financial challenges [14]. - The company primarily operates in energy-saving and water-saving systems, as well as new energy systems, with key products including heat exchangers and high-efficiency photovoltaic modules [13].

Core Viewpoint - The company Shuangliang Energy (600481) misled investors by announcing overseas orders related to SpaceX, leading to a rapid stock price increase, followed by regulatory warnings for inaccurate disclosures [1][2][3]. Group 1: Company Actions and Regulatory Response - On February 12, Shuangliang Energy announced three overseas orders for 12 heat exchanger units intended for SpaceX's fuel production system, which caused the stock to hit the daily limit [1][2]. - After regulatory intervention, the company clarified that the orders were signed on October 25, 2025, and January 9, 2026, totaling approximately RMB 13.92 million, representing about 0.11% of the audited revenue for 2024, indicating no significant impact on operations [2][3]. - The Shanghai Stock Exchange issued a regulatory warning to Shuangliang Energy for violating disclosure rules, emphasizing the need for accurate and complete information to avoid misleading investors [3][4]. Group 2: Market Context and Implications - The commercial space sector is currently a hot topic in the market, with significant investor interest, and companies must disclose information carefully to avoid misleading claims [3][5]. - Shuangliang Energy's main business includes energy-saving products and renewable energy equipment, with commercial space not being a primary application area [4]. - The company is projected to incur losses between RMB 780 million and RMB 1.06 billion in 2025, following a previous loss of RMB 2.134 billion, indicating ongoing challenges in the renewable energy sector [4]. Group 3: Industry Trends - The commercial space industry is experiencing rapid growth, with companies like SpaceX leading advancements in launch capabilities and supply chain opportunities [6][7]. - The commercial space index saw a peak increase of 62.08% within 20 days, reflecting strong market interest, although some recent corrections have occurred [7].

Watch LIVE as SpaceX launches NASA Crew 12 to the International Space Station in low-Earth orbit from SLC-40, Cape Canaveral Space Force Station, Florida. Crew 12 consists of NASA Astronauts Jack Hathaway (Commander), and Jessica Meir (Pilot), ESA Astronaut Sophie Adenot (Mission Specialist) ROSCOSMOS Cosmonaut Andrey Fedyaev (Mission Specialist). Booster B1101 on its 2nd flight on a 38 day turnaround will be landing at LZ-40, a new booster landing site constructed by SpaceX at SLC-40. C212 (Freedom) on Fli ...

Core Viewpoint - The article discusses the recent stock price volatility of Shuangliang Energy (600481.SH) following its announcement of overseas orders related to SpaceX, highlighting regulatory scrutiny due to incomplete disclosure of information [2][5]. Group 1: Company Announcement and Stock Reaction - On February 12, Shuangliang Energy announced three overseas orders for a total of 12 high-efficiency heat exchangers, intended for a fuel production system at a SpaceX launch site, which initially caused the stock to surge [2][4]. - Following the stock's rapid increase, the Shanghai Stock Exchange intervened, citing the company's failure to provide complete and accurate information regarding the orders and their impact on overall operations [5]. Group 2: Regulatory Response and Clarification - The Shanghai Stock Exchange issued a regulatory warning to Shuangliang Energy for the misleading nature of the announcement, which lacked details on supply methods, sales scale, and the overall impact on the company's operations [5]. - In a subsequent announcement, Shuangliang Energy clarified that the total value of the three overseas orders is approximately RMB 13.92 million, accounting for about 0.11% of the audited revenue for 2024, indicating no significant impact on the company's performance [5]. Group 3: Company Financial Performance and Industry Context - Shuangliang Energy's main products include energy-saving and water-saving products, new energy equipment, and photovoltaic products, with commercial aerospace not being a primary application area [6]. - The company is projected to incur a loss of between RMB 780 million and RMB 1.06 billion in 2025, following a previous loss of RMB 2.134 billion, attributed to ongoing adjustments in the photovoltaic sector and pressures on the entire supply chain [6].

【文/观察者网 柳白】 随着梦舟载人飞船成功实施最大动压逃逸并在海上安全溅落，我国载人登月计划突破关键节点。 香港英文媒体《南华早报》2月12日注意到，在SpaceX与蓝色起源竞相为美国提供月球着陆器之际，中 国此次成功试验被美国业内人士普遍视作"重要里程碑"，中美在登月竞赛中可谓并驾齐驱，在2030年前 实现载人登月的目标对双方而言都已具备现实可行性。 报道指出，在这场时长约8分钟的飞行试验中，中国成功测试了载人登月系统的两大关键部分：梦舟载 人飞船空中逃逸技术，以及登月火箭芯级的完整发射、再入与溅落回收。 观察者网专栏作者流纹岩提到，尽管火箭溅落时有一对格栅舵并未打开，长征十号甲试验箭仍然精确的 溅落在回收船一侧，而且距离瞄准点偏差不到10米，展示了其控制系统的巨大余量和强大的实时动态调 整能力。 在美国怀俄明州航空航天工程师、航天政策分析师兰德·辛伯格看来，此次试验是"中国登月计划的重要 里程碑"，他表示中国"现在大概率已具备载人登月条件"。 太空史学家、前哈佛大学天文学家乔纳森·麦克道尔认为，在同一次飞行中同时测试火箭与载人飞船， 是一次大胆举措，彰显出中国对该系统的高度自信。 长征十号甲验证箭在回收 ...