尽管性能领先，马斯克坦言Grok 4仍存在"致命缺陷"——图像理解能力不足。他解释称，当前版本的 Grok在处理抽象图像、复杂场景和动态视觉信息时，准确率较文本任务低40%以上，例如难以识别手绘 草图中的隐喻含义，或区分照片中微小物体的功能属性。 "这就像一个天才数学家看不懂漫画书。"马斯克比喻道，"我们需要为Grok植入更强大的'视觉大 脑'。"据xAI技术团队透露，改进方案包括升级多模态大模型架构、引入3D空间感知算法，并扩充包含 10亿张高分辨率图像的专用训练集。马斯克承诺，新版本将于"一个月内"完成部署，届时Grok将实现文 本、图像、视频的跨模态无缝交互。 2025年7月10日，智通财经电——在今日举行的xAI直播活动中，特斯拉与SpaceX创始人埃隆·马斯克公 开表示，其旗下人工智能公司xAI开发的聊天机器人Grok已在"大多数领域展现出超越人类的智能水 平"，但当前版本的Grok 4仍存在图像理解盲区，需通过改进后的图像训练模块优化，预计问题将在一 个月内解决。 马斯克在直播中直言："Grok 4在逻辑推理、多模态交互和复杂任务处理上已显著优于普通人类，甚至 在部分专业领域接近顶尖专家水平。"他 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 投资市场新闻 2. Musk称霸太空与AI 3.Tesla Diner 到底有多酷？ 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 先说特斯拉的股票 周三收盘是295.88% 全天下跌了1.93% 美元 跌幅是0.65% 美国三大股指 纳指上涨0.93% 道指上涨0.48% 标普上涨0.6% Tesla的股价全年 已经下跌超过25% 这波跌势 让不少人捏把冷汗 但RBC Capital Markets的 分析师汤姆·纳拉扬 Tom Narayan却说 别慌！ 他认为这次 卖压有点过头了 他对Tesla股票 依然给出了 优于大盘的评级 还把目标价格 从307美元 调高到319美元 暗示还有7%左右 的上涨空间 这到底是买进的好时机 还是该继续观望？ 让我们来拆解一下！ 先来看看Tesla股价 为什么跌得这么惨 2025年第二季度 Tesla的销量掉了13.5% 卖出384 122辆车 相比去年同期 可谓惨淡 全球的几个重要的市场 电动车的需求 似乎在放缓 尤其是来自中国的 竞争对手BYD和小米等 从价格功能等多个方面 对特斯拉展开攻势 ...

以下文章来源于李东阳朋友圈 ，作者李东阳 李东阳朋友圈 . 李东阳，500万粉丝营销博主、《首席营销官》主理人。聊营销、说品牌，欢迎志同道合的朋友围观。 永远思考，永远保持怀疑。+V：ldy8963 一起探讨商业，挖掘营销底层逻辑。 马斯克和特朗普的"二人传"进入全新的阶段。 还记得一个多月前，马斯克宣布从美国政坛辞职，投资者和真爱粉吃下了一颗定心丸，人们开始期待 那个无所不能的"钢铁侠"再次回归。 毕竟马斯克闯荡政坛的日子里，不但在全球范围内的声誉极速下降，连带着特斯拉等企业也沦为了众 矢之的，销量端的下滑惩戒就是最好说明。 可惜好景不长，随着特朗普"大而美"法案的通过，马斯克报复性的宣布成立"美国党"，再次高调介入 政治的特斯拉CEO马斯克让投资者们感到"疲惫"。 来源 丨 李东阳朋友圈（ID：LDYMarketing） 作者 丨 李东阳 图源 丨 Mi djourney 此时此刻，我仿佛听到了特斯拉心碎的声音，前车之鉴还摆在眼前。 毕竟当商业领袖的宏大愿景遭遇政治现实的铜墙铁壁，所谓"革命"往往沦为一场代价高昂的幻灭。 图源 ：微博@环球网 马斯克，再次化身"政治狂人" 在商业世界，企业家一旦沦为政治符 ...

Core Insights - SpaceX is reportedly discussing financing and internal share sales, with a valuation of approximately $400 billion, up from $350 billion at the end of last year, indicating a growth of $50 billion in six months [1] - SpaceX's vertical integration model positions it as a formidable competitor in the global commercial space industry, especially in the current geopolitical climate [1] Group 1: Rocket Manufacturing and Launch - SpaceX's Falcon 9 rocket launch cost has decreased to approximately $50 million per launch, with a record of 29 reuses for a single rocket [1] - In comparison, China's Long March 2D has a unit launch price of 28,200 RMB/kg, while Falcon 9's unit price is only 8,700 RMB/kg, making China's price approximately 224% higher [2][6] - The development of SpaceX's Starship, a heavy reusable rocket, has made progress, with the first generation completing six test flights [6] Group 2: Satellite Platform Payload - SpaceX has deployed over 7,900 Starlink satellites since the first launch in 2019, establishing the largest low Earth orbit internet constellation globally [7] - The current Starlink satellites have been optimized for performance, with plans for a third generation to further enhance capabilities [8] Group 3: Terminal Equipment and Commercial Operations - SpaceX launched the Starlink Mini terminal, weighing only 2 kg, suitable for extreme environments, marking its penetration into traditional industries like agriculture [10] - Starlink's services have expanded beyond home broadband, now serving aviation, military, and agriculture sectors, with significant installations on commercial ships [10] Group 4: Global Expansion - Starlink has accelerated its global expansion, with partnerships for satellite direct mobile services and operations in over 140 countries, reaching over 6 million users [11] - The service is set to cover 600 million people in India, marking a significant market opportunity [11] Group 5: Domestic Satellite Internet Development - The domestic satellite internet industry faces challenges in vertical integration and technological advancements compared to SpaceX [13] - Recommendations include enhancing collaboration across the supply chain and focusing on key technology breakthroughs to improve competitiveness [14]

Company Performance Concerns - Investors are concerned about the feud between Elon Musk and President Trump and its potential impact on Tesla [2] - Tesla's regulatory credits are becoming less valuable, negatively impacting the company's bottom line [2] - Tesla's Q2 sales are declining as consumers switch to competitors with better products from legacy automakers [3] Market Dynamics & Competition - The elimination of EV tax credits in the new BBB bill is a concern for Tesla [2] - Increased competition from legacy automakers is contributing to Tesla's declining sales [3] Potential Opportunities - Investors should focus on Tesla's other offerings, such as robotics, which may be more profitable than the motor company itself [4] External Factors & Risks - The Musk-Trump feud could create problems for SpaceX's relationship with NASA [2] - Demand issues are adding to the challenges faced by Tesla [2]

We're looking at maybe a little bit of M&A coming to bear. We're seeing phenomenal valuations on the public market with a new $4 trillion company. If we can retain it back for NVIDIA and that $400 billion private valuation of space X, can we sustain these sorts of valuation.Scott. Hey, Carolina. You don't like long hair short.Yes, I think we can. And the reason why we probably can is because these companies are growing into the valuations that the market is placing upon them. This is not like, you know, kin ...

Company Overview - AST SpaceMobile (ASTS) has successfully deployed its initial set of five commercial satellites named Bluebird in low earth orbit, featuring over 5,600 cells within the premium low-band spectrum [1] - The company plans to launch its next generation of commercial "Block 2 BlueBird (BB) satellites" in the second half of 2025, which will include communication arrays of up to 2,400 square feet [1] Financial Performance - AST SpaceMobile trades at a forward price-to-sales ratio of 67.86, significantly higher than the industry average, indicating a premium valuation that may warrant caution among investors [2] - The company's research and development costs surged by 67.6% during the first quarter of 2025, contributing to margin pressure in a volatile macroeconomic environment [5][9] - Earnings estimates for 2025 have increased by 3.85% to a projected loss of $1, while estimates for 2026 have decreased by 9.76% to a loss of 90 cents [10] Competitive Landscape - ASTS operates in a highly competitive mobile satellite services market, facing competition from established players like SpaceX's Starlink and Globalstar, which are also developing satellite communications technology using LEO constellations [6] - Globalstar, a key competitor, trades at a forward price-to-sales ratio of 11.79, while Viasat, Inc. (VSAT) is investing in its ViaSat-3 broadband communications platform and trades at a forward price-to-sales ratio of 0.44 [6][7] Market Performance - Over the past year, shares of AST SpaceMobile have increased by 262.8%, outperforming the industry's growth of 37.7% [8]

SpaceX is not just reaching for the stars it’s shaping the future of humanity. https://t.co/UPQV1Ue0bU ...

RT SpaceX (@SpaceX)With each launch of the @Starlink V2 Mini satellites, ~2.7 Tbps of capacity is added to the constellation, enabling Starlink to connect more people with high-speed internet all around the world while continuing to improve customers' speeds and overall experience https://t.co/XhNQUmXuwI ...

RT SpaceX (@SpaceX)Installing the redesigned fuel transfer tube into the first next generation Super Heavy booster.Roughly the same size as the first stage of a Falcon 9 rocket, the new transfer tube is responsible for channeling cryogenic fuel from Super Heavy's main tank to its 33 Raptor engines and will enable faster, more reliable flip maneuvers and the ability for simultaneous engine startup ...