比特币橙子Trader|6月 12, 2026 08:00
Elon Musk's move to lift SpaceX onto the US stock market is a super reshuffle of global capital markets, traditional telecommunications giants, and even the existing cutting-edge artificial intelligence landscape.
Lao Ma crazily added AI attributes to SpaceX during the roadshow this time. He came up with an extremely crazy plan:
Directly building AI data centers into space will completely solve the dead end of current ground computing power clusters' power shortages, heat dissipation, and land scarcity.
The space sector has suffered a major loss: the logic of traditional "leading companies listing and flying concept stocks" has failed. Once SpaceX, a giant that devours computing power and capital, is launched, all global space concept stocks will face short-term blood loss and investment bank downgrades.
Traditional telecom naked running: The satellite direct connection function of Starlink to mobile phones has been implemented, bypassing the commercial loop of ground base stations directly. AT&T, these middlemen who make a profit by monopolizing ground infrastructure, have seen their stock prices pushed straight to the edge of a cliff.
AI foam referendum: this round of innovation has become the market's pay test of cutting-edge AI vision. Xin Laoma, the traditional AI and data center sectors on the ground will be diverted; If you don't believe in Lao Ma, the cost of breaking down will be borne by the basic market.
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