Deployment of 28 @Starlink satellites confirmed ...

③董事会面临压力：特斯拉董事会面临外界压力，投资者要求马斯克澄清其政治野心是否影响CEO职 责。 2. 关联产业亦受波及 ①Space X合同风险：特朗普威胁审查NASA和国防合同，可能延迟发射许可。 马斯克产业受到连锁冲击 1. 特斯拉陷入多重危机 ①股价暴跌：自马斯克涉政以来，特斯拉股价一度较历史最高价"腰斩"。成立美国党消息导致特斯拉周 一收盘跌近7%，年内累计下跌22%。 ②销量滑坡：特斯拉2025年Q2全球交付量同比下降13.5%，欧洲市场前4个月销量暴跌39%，市场份额 下降，且多地出现"抵制特斯拉"标语。 专家意见 1. 美国乔治敦大学政治历史与政治方法学教授诺埃尔表示，美国缺乏"允许多个第三方政党取得显著成 功的开放体制"，美国民众对现有政党已经产生依附感。 2. 美国前联邦选举委员会主席李·古德曼表示，除了时间和法律问题，竞选资金的筹备也是一大难题。 马斯克可能需要数千名捐款人共同来资助他的政党。 3. 美国资深选举律师卡佩尔表示，各州的法律明显偏向两大主要政党，将在很大程度上阻碍第三方政党 的崛起。马斯克绝无可能在2026年中期选举前建立一个全新的全国性政党。 （文章来源：金十数据） ②R ...

Watch Falcon 9 launch 28 @Starlink satellites to orbit from Florida https://t.co/JNpcumzo3U ...

Core Insights - The China Securities Regulatory Commission has expanded the listing standards for the Sci-Tech Innovation Board to include more cutting-edge technology sectors such as artificial intelligence and commercial aerospace, allowing unprofitable companies to access capital markets [1][4] - The commercial aerospace industry in China has evolved from government-led initiatives to market-driven exploration over the past decade, establishing a complete industrial chain covering satellite manufacturing, launch services, and ground applications [1][11] Group 1: Industry Development - The commercial aerospace sector is experiencing a "space gold rush," with multiple companies accelerating their securitization efforts across the entire industry chain, including satellite development and aerospace electronics [3][4] - Key enterprises are actively announcing financing progress or initiating listing procedures, indicating a wave of securitization in this strategic emerging industry [4][5] - By 2024, the number of commercial aerospace-related companies in China exceeded 546, nearly five times that of 2015, with a significant increase in registered companies [12][18] Group 2: Financing and Market Trends - In 2025, the commercial aerospace industry is expected to see a significant transformation, with a focus on technology paths, market trends, and geographic distribution [2][10] - Notable companies like Chengdu Guoxing Aerospace have submitted applications for IPOs, aiming to become the first commercial aerospace stock on the Hong Kong Stock Exchange [5][19] - The financing landscape is vibrant, with companies like Beijing Xingji Glory completing significant funding rounds to support their operational and technological advancements [8][22] Group 3: Technological Advancements - The industry is transitioning from high-cost research projects to predictable return industries, with a clear evolution in the commercial aerospace supply chain [10][11] - Key technologies are undergoing a transformation, moving from isolated communication to integrated networks, with a focus on standardization and industrialization [17][25] - The development of satellite internet is highlighted as a "killer application" in the commercial aerospace sector, supported by advancements in satellite manufacturing and communication technologies [11][12] Group 4: Regional Development and Policy Support - Various regions in China are competing to establish themselves as hubs for commercial aerospace, with Beijing, Shanghai, and Hainan leading the way [28][31] - Local governments are actively supporting the commercial aerospace industry through policies and funding, creating a collaborative environment for innovation and growth [29][33] - The G60 Starlink project in Shanghai exemplifies regional collaboration, aiming to complete a constellation deployment by 2025 [29][31]

将投中网设为"星标⭐"，第一时间收获最新推送 这些BP的曝光到底会给项目带来什么样的影响？ 作者丨 蒲凡 来源丨 投中网 今天的话题，要从今年大火的 AI Agent 产品 Manus 聊起。 自从今年 3 月顺利接棒 Deepseek 带来的全民狂热，关于 Manus 母公司 " 蝴蝶效应 " 拿到融资的消息一直都没有中断过。在这些传闻组成的世界线 里， Manus 的融资目标从最初的 5000 万美元一路上涨到 1 亿美元，头部机构们排队问价，估值也一路攀升到了 15 亿美元以上。最新的消息出现 在 5 月，有人说 Manus 远赴海外寻求机会，找到了 1 亿美元，投资方是著名的 Bencnmark 。 当然，这些传闻都没有得到过蝴蝶效应的正式确认。舆论也没有表现得过于惊讶：毕竟当下的一级市场，还能看得到 β 的赛道已经不多了，这种带有强 烈共识的项目必然会受到追捧。 但最近，事情似乎往奇怪的方向发展。我的同事意外结识了一位投资人，声称表示自己正在帮助 MANUS 融资，目前已经十分接近敲定。为了证明自己 所言非虚，该投资人向我们展示了两份 BP ， 据说一份是面向美元基金的，另一份是面向人民币基金的 。 ...

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 在马斯克周末扬言要建立美国第三政党"美国党"后，特斯拉(TSLA.O)股价周一暴跌近7%，这位全球首 富的净资产一天内蒸发约150亿美元。投资者担心其公司可能因与特朗普的冲突而失去联邦补贴，进而 面临更多阻碍。 组建政党只是马斯克与特朗普之间公开不和的又一动作。马斯克作为特斯拉和SpaceX等公司的CEO， 曾在2024年总统大选期间至少向特朗普阵营捐赠了2.77亿美元。 马斯克成立"美国党"被一些观察家视为将公众不满转化为政治资本的尝试。据悉他已经与美籍华裔政治 人物杨安泽就组党事宜进行了接触。杨安泽是"前进党"创始人，曾竞选美国总统。 虽然"美国党"可能仍将影响美国的政治动态，但它对投资者情绪的直接影响无疑是负面的。目前，市场 信息很明确：利益相关者更希望这位世界首富避开国会山，将注意力重新放在工厂车间。 彭博亿万富翁指数显示，仅一天时间，马斯克的个人净资产就缩水了150亿美元，几乎相当于特斯拉竞 争对手Rivian的总市值。 而根据福布斯的估计，随着特斯拉市值的下跌，马斯克的个人财富目前为3910亿美元，低于前一天的 4050亿美元。尽管有所下降 ...

🚨 NEW: Robinhood’s OpenAI and SpaceX stock tokens face EU scrutiny as Lithuania’s central bank seeks clarity after OpenAI warned the tokens aren’t actual equity. https://t.co/wN6TIiVMS5 ...

Core Viewpoint - Robinhood is facing regulatory scrutiny in the EU for offering tokenized equities of OpenAI, which the AI startup has disavowed any association with [1][3]. Regulatory Scrutiny - The central bank of Lithuania, Robinhood's main regulator in the EU, has requested clarification on the structure of OpenAI and SpaceX tokens to assess their legality and compliance [2]. - The Bank of Lithuania has contacted Robinhood and is awaiting further information regarding these stock tokens [2]. Company Position - OpenAI has warned investors to be cautious about the tokens issued by Robinhood, stating that these tokens do not represent OpenAI equity and that they did not partner with Robinhood [3]. - OpenAI emphasized that any transfer of its equity requires its approval, which has not been granted for these tokens [3]. Product Offering - Robinhood's Stock Tokens, launched on June 30, are derivatives recorded on the blockchain that track the prices of publicly traded stocks and ETFs, providing investors with exposure to the U.S. market [4]. - Investors are purchasing tokenized contracts that follow share prices rather than actual shares, and while they can buy, sell, or hold these tokens, they cannot transfer them to other wallets or platforms [4]. Market Context - OpenAI and SpaceX are not publicly traded, but their equity may be available in the secondary market for pre-IPO shares [5]. - Robinhood has stated that it offered a "limited Stock Token giveaway" for OpenAI and SpaceX to eligible European customers, providing retail investors with indirect exposure to private markets [5].

RT Tesla Owners Silicon Valley (@teslaownersSV)Biggest Tesla & SpaceX Event of the Year!!X Takeover 2025July 26th 🗓️ | San Mateo, CA 📍Get Your Tickets Today 👉🏼 https://t.co/T5sY3Z9t2o https://t.co/CGOPm1lLsY ...

RT Jared Isaacman (@rookisaacman)A bit of clarification--though I don’t think my circumstances are particularly interesting or consequential. That said, and regardless of the points below, the President is entitled to assemble the leadership team he believes will best serve his administration.I have been relatively apolitical--a right-leaning moderate--and my political donations across both parties (though 10x more to Republicans) were disclosed in writing, with rationale, before my nomination was ever subm ...