大家好我是大魚 Tesla 的 超充網路 即將迎來 史上最大轉折 V3 正式停產 紐約工廠 全面轉向 V4 怪物級充電樁！ 這不是小改款 而是充電的 成本暴降 部署速度翻倍 功率密度 暴增三倍的 革命性升級 從此告別高峰期 降速的痛點 真正解鎖 EV 爆發增長的瓶頸 V4 單櫃 供電 8 個樁 最高 500kW 未來幾個月 將全面爆發 這波升級 會讓你的 充電體驗 徹底翻轉嗎？ 大家不要錯過 今天的精彩內容 OK let‘s go 第一部分 V4 充電 王者來襲 Tesla 的 超充網路 過去七年 全靠 V3 撐場面 現在它 終於要退場了 這不只是 更換個硬體 簡直是充電革命 V3超充從 2019 年上線 Tesla 在紐約工廠 一共生產了超過 15000 個 撐了七年 這玩意兒當初 是革命性躍進 能給四個攤位 分享 250kW 功率 讓 Tesla 的 充電網像病毒 一樣擴張全球 但現在看來 它就有點 像個老古董了 功率分享嚴重 高峰期一堆車 擠在一起 充電速度 就會往下掉 而且V3的 部署成本高 占地大 這直接影響 擴張速度 資源砸進去 卻跟不上 EV 爆炸式成長 Tesla 宣布 紐約工廠 從今以後只生 ...

RT SpaceX (@SpaceX)Falcon 9 lifts off from pad 4E in California and delivers 25 @Starlink satellites to low-Earth orbit https://t.co/xPvMJNSqmy ...

Investment Rating - The report rates the commercial aerospace industry as "Outperform" [2] Core Insights - The commercial aerospace index experienced a decline of 2.54% during the week of March 9 to March 13, 2026, with a current PE ratio at the 35.94% percentile over the past three months [2] - The report highlights the acceleration of satellite manufacturing and launch demand in China, driven by advancements in commercial remote sensing technology and the "Qianfan Constellation" satellite launch progress [2][17] - The report emphasizes the decreasing unit launch costs of SpaceX's Starship, which is expected to enhance commercial demand for large space facilities [2][17] Summary by Sections Industry Overview - The commercial aerospace sector is witnessing a shift from technology validation to scaling, with significant developments in satellite constellations and launch capabilities [2][17] - The report notes that the "Qianfan Constellation" has launched 108 satellites, with plans for global coverage by 2026, indicating a scaling release of satellite manufacturing and launch services [2][17] Market Performance - The report identifies the top-performing companies in the commercial aerospace sector, including Okai Yi (+21.59%), China Power Construction (+20.64%), and Dinggu Jichuang (+19.78%) [2][13] - Conversely, the companies with the largest declines include Aerospace Technology (-18.44%), Qiaoyuan Co. (-17.45%), and Taijia Co. (-16.33%) [2][13] Future Catalysts - The report anticipates an acceleration in China's commercial aerospace launch cadence, with the successful testing of the "Liyuan No. 1" rocket expected to validate multi-satellite launch capabilities [2][17] - The ongoing validation of heavy-lift rocket capabilities, particularly SpaceX's Starship, is expected to enhance the feasibility of large-scale satellite deployments and infrastructure development in the commercial aerospace sector [2][17] Investment Recommendations - The report suggests focusing on companies such as Western Materials (300124), Guoji Precision (002046), and Huazhu High-Tech (688433) as potential investment opportunities within the commercial aerospace sector [2][17]

@Starlink Up next: watch Falcon 9 launch 29 @Starlink satellites from pad 40 in Florida → https://t.co/9XhHriLC20 ...

Falcon 9 lifts off from pad 4E in California and delivers 25 @Starlink satellites to low-Earth orbit https://t.co/xPvMJNSqmy ...

RT Sawyer Merritt (@SawyerMerritt)NEWS: @SpaceX has officially crossed 10,000 active Starlink satellites in orbit tonight!Over two-thirds (66%) of all satellites currently in orbit are now a SpaceX satellite.Falcon 9 lifted off from Vandenberg in California moments ago with 29 Starlink Satellites onboard. Total Starlink satellites now in orbit: 10,019 ...

Investment Rating - The report rates the commercial aerospace industry as "Outperform" [2] Core Insights - The commercial aerospace index experienced a decline of 2.54% during the week of March 9 to March 13, 2026, while the overall sector remains in a volatile pattern. The current PE ratio is at a 35.94% percentile over the past three months [2] - In China, the demand for satellite manufacturing and launching is entering an accelerated phase, driven by advancements in commercial remote sensing technology and the progress of the "Qianfan Constellation" satellite network [2] - Globally, SpaceX's Starship is moving towards commercialization, with a significant reduction in unit payload costs, which is expected to drive demand for large space infrastructure [2] Summary by Sections Industry Performance - The commercial aerospace index has shown a downward trend, with notable companies like Okai Yi (+21.59%), China Power Construction (+20.64%), and Dinggu Jichuang (+19.78%) leading in gains, while companies like Aerospace Technology (-18.44%) and Qiaoyuan Co. (-17.45%) faced significant losses [2][13] Market Dynamics - The report highlights that the commercial remote sensing technology is continuously evolving, enhancing high-resolution and collaborative observation capabilities. The first Shanghai Commercial Aerospace Conference showcased new high-resolution optical remote sensing satellites [2] - The "Qianfan Constellation" has launched 108 satellites, with approximately 87 currently operational, aiming for global coverage by 2026, indicating a scaling up of satellite manufacturing and launch demand [2] Future Catalysts - The pace of commercial aerospace launches in China is expected to accelerate, with the successful testing of the Lijian-1 rocket and its capability to launch multiple satellites simultaneously [2] - SpaceX's Starship is set to validate its heavy-lift capabilities, which could enhance the feasibility of large-scale satellite deployments and infrastructure development in the commercial aerospace sector [2] Investment Recommendations - The report suggests focusing on companies such as Western Materials (300124), Guoji Precision (002046), and Huazhu High-Tech (688433) as potential investment opportunities in the commercial aerospace sector [2]

Deployment of 25 @Starlink satellites confirmed ...

Watch Falcon 9 launch 25 @Starlink satellites to orbit from California https://t.co/UOarP0wbQN ...

RT Doge Tipping (@Dogetothemoon)Back in the day, you could get very close to those huge rockets and boosters at the Rocket Garden.It was year-end 2023, me and @teslaownersSV before Starship's second flight. You could clearly hear them working on the rockets late into the night.Lowkey hope SpaceX can open it back to public again.🚀Thank you @elonmusk @SpaceX for the hard work. ...