‹ 目录

X日报 · 美股

2026-07-08 · 精选 2 条 · 数据池 352

⚡ 今日速览

  • SpaceX申请FCC批准10万颗卫星星座,构建AI时代全球连接网络
  • Micron半导体股价暴跌25%引发芯片股全面回调,Burry做空持仓曝光
  • SK Hynix赴美IPO规模超1800万股,成全球第三大IPO史
  • BlackRock推出纳斯达克100ETF(iShares Nasdaq-100)费率0.12%
  • 伊朗胁迫霍尔木兹遇 oil涨2% 标普500跌0.5%
  • Meta发布Muse Image AI图像生成模型,计划后续推出Muse Video
  • 三星Q2营收预期同比增19倍至580亿美元,AI需求爆发
  • 亚马逊寻求发行250亿美元债券支持2026年CAPEX超2000亿元

📋 今日综述

  • AI科技SpaceX提交10万颗卫星星座申请,构建AI时代全球连接网络基础设施
  • 科技产品Grok 4.5模型明日发布,Micron半导体股价暴跌25%引发芯片股全面回调
  • 芯片半导体SK Hynix赴美IPO规模超1800万股,成全球第三大IPO史
  • 公司财务亚马逊寻求发行250亿美元债券支持2026年CAPEX超2000亿元
  • 交易市场BlackRock推出纳斯达克100ETF费率0.12%,伊朗胁迫霍尔木兹油价涨2%
  • 产业分析Meta发布Muse Image AI图像生成模型,三星Q2营收预期同比增19倍至580亿美元

SpaceX提交10万颗卫星星座FCC申请 构建AI时代全球连接网络

SpaceX向美国联邦通讯委员会申请运行第三代卫星星座计划,总数达10万颗,将在极低地球轨道运行,旨在为全球消费者、企业和政府用户提供低延迟多吉比特对称吞吐量,支持AI驱动设备的大规模连接需求。

@elonmusk 原文 ↗

马斯克转发SpaceX官方公告,展示了公司雄心勃勃的卫星互联网基础设施规划,有望成为AI时代全球连接的关键基础设施。

我们需要一枚更大的火箭!

(Starship)
展开原文
We’re gonna need a bigger rocket!

(Starship)
@SawyerMerritt Falcon 9执行第17次Transporter搭载任务,成功向轋发射81颗有效载荷
SpaceX has officially requested FCC approval to launch and operate a third-generation satellite constellation of 100,000 satellites, designed to power human connectivity and AI-fueled progress.

"The artificial intelligence revolution promises a supersonic tsunami of progress with the capability to deliver transformative prosperity to billions and carry the light of human consciousness far into the future. The Gen3 system will include 100,000 satellites operating in very-low-Earth-orbit to deliver extremely low-latency and multi-gigabit symmetrical throughput for consumers, enterprises, and government users and billions of Al-powered devices around the world. To achieve this ambitious goal, the Gen3 system will put new spectrum and sharing frameworks to work for American consumers. Al requires massive uplink capacity to support high-definition."

The Gen3 system will consist of 100,000 satellites, configured in two bands of thin, closely stacked operational shells with nominal altitudes between 323 and 327.5 kilometers and 473 and 477.5 kilometers. SpaceX seeks flexibility to operate its Gen3 system with inclinations ranging from 26 degrees to 96.9 degrees (sun-synchronous orbit) to optimize coverage consistent with evolving demand.

This new filing is separate from SpaceX's previous application to operate a constellation of up to 1 million AI satellites. They are two distinct constellations.
❤ 1.9w · 🔁 2.9k · 💬 1.6k · 👁 186.5w
热门回复 4
@PReddy58540 @elonmusk 来自印度的 D.prakash reddy 🇮🇳♥
@elonmusk D.prakash reddy from India 🇮🇳♥
@meyer_shan39098 @elonmusk 需要一些帮助,帅哥……哈哈……❤️
@elonmusk Need some help Handsome.... LOL... ❤️
@Walterwhiteufuk @elonmusk 兄弟,看看这个特斯拉吧
@elonmusk Kardeş şu Tesla’ya da bak ya
@HooperSherri320 @elonmusk You will succeed

Grok 4.5模型明日发布 SpaceXAI高效Opus级模型

基于SpaceXAI beta测试用户的强烈正向反馈,Grok 4.5模型将于明日向公众开放,被描述为Opus级模型但速度更快、token效率更高、成本更低。

@elonmusk 原文 ↗

马斯克宣布Grok 4.5模型明日发布,这是基于用户反馈优化后的高性能AI模型,有望提升X平台AI能力竞争力。

基于我们 beta 测试计划中客户的强烈正面反馈,@SpaceXAI 将于明天向公众发布 Grok 4.5。

这是一款 Opus 级模型,但速度更快、token 效率更高且成本更低。
展开原文
Based on strong positive feedback from customers in our beta test program, @SpaceXAI will make Grok 4.5 available to the public tomorrow.

It is an Opus-class model, but faster, more token-efficient and lower cost.
❤ 2.9w · 🔁 3.0k · 💬 3.5k · 👁 262.0w
热门回复 4
@VarnerRants @elonmusk @SpaceXAI 太酷了!这也会在 GitHub Copilot 上可用吗?
@elonmusk @SpaceXAI Cool! Will this also be available on github copilot?
@iilllllij8l @elonmusk @SpaceXAI yes
@JuliusV12_4WD @elonmusk @SpaceXAI Grok 在 🌎 上再不会发生了,也许在火星上吧,一个智能 AI 🔥 @elonmusk
@elonmusk @SpaceXAI Grok will never happen again on 🌎 maybe on Mars, A smart AI 🔥 @elonmusk
@SammyMammy24938 @elonmusk @SpaceXAI 这比Claude差远了,你自己知道
@elonmusk @SpaceXAI Its crap compared to Claude and you know it