怎么看 SpaceX 申请部署 100 万颗卫星？20260202 摘要 Multi book 拥有约 150 万 AI 用户，通过 Cloud Bot 调用 Skills 接入平 台，形成流量并支持商业模式发展，类似贴吧或小红书的社交互动。 腾讯元宝作为 AI 社交工具，通过派对和群组进行互动，无法添加个人好 友，集体活动便捷，是腾讯在新一代 AI 社交领域的重要探索。 SpaceX 猎鹰 9 号火箭在 2025 年全年执行 165 次发射任务，总运送载 荷约 2,500 吨，并部署了 9,000 颗 Starlink 卫星，其中 2/3 为带有激 光载荷的二代星。 商业航天行业受益于 AI 需求增长和地面能源紧张，低轨道卫星互联网逐 渐受数据中心和大型企业重视，北美大型企业每年地面通信花费约 400- 500 亿美元。 商业航天产业链中，星上载荷是具有最高收入弹性的领域，尤其是在导 航和通信方面，预计下一轮卫星互联网建设将实现显著增长。 国内商业航天供应链在新一轮卫星互联网建设中，有望通过导航、通信 等关键技术实现显著增长，侧重于星上载荷、地面终端以及火箭制造等 环节。 AI 时代背景下，Agent 数量 ...

Core Points - A significant outage occurred at Cloudflare on November 18, 2025, affecting major internet services globally, including ChatGPT, X (Twitter), and Spotify [1][13]. - The incident is described as a notable event in the history of internet disasters, warranting detailed documentation [2]. Incident Timeline - At 19:05, Cloudflare engineers deployed a change related to ClickHouse database access control [5]. - The change took effect at 19:28, initiating the outage [6]. - By 22:24, the team stopped generating new error configurations and rolled back to the previous stable version [7]. - The core outage lasted approximately 3 hours, with full recovery taking about 6 hours [8]. Impact and Scope - The outage had a global impact, affecting nearly half of internet services, including social media, AI platforms, online tools, and gaming services [13]. - Users experienced various errors, such as 500 errors and "Internal Server Error" messages, particularly noticeable during peak usage hours in China [15]. Technical Details - The root cause was identified as an internal database permission change that triggered a latent bug, leading to abnormal growth in bot management configuration files and subsequent software crashes across global nodes [8][14]. - The Cloudflare team began investigating the issue between 19:32 and 21:05, with the core problem identified by 21:37 [8]. Service Level Agreement (SLA) and Compensation - Cloudflare has not yet announced a compensation plan, but it offers SLA credit for Business and Enterprise plan customers if availability falls below 99.9%, which could result in a partial refund for the outage duration [19].

RT Pipe Network (@pipenetwork)Pipe Network went live on mainnet this week!⚡️The world's fastest CDN, powered by @solana is finally here.Minting address: 7s9MoSt7VV1J3jVNnw2AyocsQDBdCkPYz5apQDPKy9i5Check out these stats since launch: https://t.co/tB7CS47fJA ...

Group 1: Solid-State Battery Industry - The solid-state battery sector is experiencing significant catalysts, and the industry chain is recommended for continued investment [1][13]. Group 2: Stock Market Performance - On the previous Thursday, the U.S. stock market showed mixed results, with the Dow Jones increasing by 0.65% to 42,322.75 points, and the S&P 500 rising by 0.41% to 5,916.93 points, while the Nasdaq fell by 0.18% to 19,112.32 points [2][3]. - Major technology stocks experienced declines, with notable drops including Amazon at -2.42% and Tesla at -1.4%, while NetEase saw a significant increase of 14.61% [2][3]. Group 3: Alibaba Financial Results - Alibaba reported a revenue of 236.45 billion yuan for the fourth quarter of fiscal year 2025, reflecting a year-on-year increase of 7% [8]. - The net profit attributable to ordinary shareholders was 12.382 billion yuan (approximately 1.706 billion USD), with a substantial year-on-year growth of 1203% [8]. Group 4: Netease Financial Results - Netease announced a net revenue of 28.8 billion yuan for the first quarter, marking a year-on-year growth of 7.4% [9]. - The net profit attributable to the company's shareholders was 10.3 billion yuan, up from 7.63 billion yuan in the same period last year [9]. Group 5: Corporate Announcements - Zhuoyue Technology announced that 12.48% of its shares held by the controlling shareholder will be subject to judicial auction, which may lead to a change in actual control of the company [10]. - Jingyuan Environmental Protection signed a contract for a computing cluster construction project worth 365 million yuan [11].

Market Overview - The three major stock indices opened lower, with the Shanghai Composite Index at 3398.43 points, down 0.16%, the Shenzhen Component Index at 10324.84 points, down 0.28%, and the ChiNext Index at 2076.04 points, down 0.34% [2] Guest Insights - Recent market conditions show structural adjustments, with significant divergence in index performance. The Shanghai 50 and CSI 300 indices are performing notably better than the CSI 500 and CSI 1000 indices. Certain sectors still hold short-term allocation value, and from a long-term investment perspective, these sectors remain worthy of attention [3] - The technology sector, particularly internet leaders like Alibaba and Tencent, shows promising investment opportunities. Recent financial reports indicate significant growth in capital expenditure and revenue in the AI sector for these companies, suggesting strong future allocation value in the tech growth sector [3] - The performance of the Sci-Tech 50 index is significantly better than that of the ChiNext index, indicating a market style divergence. This suggests that the upcoming market trends may continue to be led by specific sectors, which will require fundamental support for sustained performance [4] Brokerage Perspectives - Open Source Securities highlights the rapid development of AI applications, particularly in modules, controllers, and CDN sectors. Advances in AI technologies are accelerating the development of AI toys, which require intelligent computing and communication modules. The demand for intelligent computing modules and controllers is expected to rise as AI applications drive the need for millisecond-level responses [7] - Huatai Securities recommends continued focus on the solid-state battery industry chain, noting that the CIBF 2025 conference will feature extensive discussions on solid-state batteries and related technologies. The upcoming product launches from lithium battery companies are expected to significantly impact the solid-state battery sector [8]