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 ...

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 ...

Group 1 - Tesla's CEO Elon Musk is seeking shareholder opinions on whether to invest in xAI, with a previous proposal of $5 billion under consideration [1] - SpaceX is reportedly preparing to invest $2 billion in the Grok chatbot software developer, indicating a significant financial commitment [1] - xAI, founded by Musk, has seen its valuation rise to $80 billion following a merger with social media service X, which itself is valued at $33 billion [1] Group 2 - Tesla plans to integrate Grok technology into its vehicles, enhancing collaboration between the two companies amid declining electric vehicle sales [2] - xAI was a client of Tesla last year, generating $198.3 million in fees primarily from purchasing Tesla's large energy storage batteries, known as "Megapack" [2]

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 ...