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CNBC AI · 2026/8/5 08:20:46

SpaceX dives 10% after AI spending surge rattles investors
AI 中文解读
SpaceX股价周三暴跌10%,原因是公司公布的人工智能相关支出激增,让投资者感到不安。尽管这家太空公司交出了超预期的季度成绩单,但资本支出同比暴增6倍至184亿美元,直接吓退了市场。CEO马斯克试图安抚情绪,将年收入达到1万亿美元的时间表从2031年提前到2030年,但市场显然更关心眼前的烧钱速度。
简单来说,SpaceX在AI领域的投入像开了“疯狂加速模式”,就像一个人突然把每月开销从1万块涨到6万块,虽然声称未来能赚更多,但眼下钱包瘪得让人心慌。投资者担心的是,这种大手笔投入何时能换来真金白银的回报,尤其是在AI竞争白热化的背景下。
对普通人来说,这则新闻短期内不会直接影响你的生活,但长期看,SpaceX的AI投入可能会加速卫星互联网、太空旅行等技术的商业化进程。如果公司能扛过这段“烧钱期”,未来你或许能用上更便宜的星链服务,甚至体验太空旅行。但眼下,市场用脚投票,说明大家对这种激进策略的耐心是有限的。
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TechSpaceX dives 10% after AI spending surge rattles investorsPublished Wed, Aug 5 20264:06 AM EDTUpdated 7 Min AgoArjun Kharpal@/in/arjunkharpal/@ArjunKharpalWATCH LIVEKey PointsSpaceX shares fell on Wednesday after the company's jump in spending rattled investors. Space X said its capital expenditures jumped sixfold to $18.4 billion in the second quarter. CEO Elon Musk said SpaceX would hit $1 trillion in annual revenue in 2030 versus a previous forecast of 2031, as he tried to allay investor fears.In this articleNVDASPCXTSLAFollow your favorite stocksCREATE FREE ACCOUNTA live feed shows SpaceX CEO Elon Musk on the day of SpaceX's initial public offering (IPO) at the Nasdaq MarketSite, in New York City, U.S., June 12, 2026. Jeenah Moon | ReutersSpaceX shares plunged on Wednesday after a surge in AI spending rattled investors and clouded an otherwise expectation-beating quarter.The stock was down over 10% in premarket trading. In SpaceX's first earnings report as a public company on Tuesday, Elon Musk's space firm said its capital expenditures jumped sixfold to $18.4 billion in the second quarter. This figure was ahead of analyst expectations, with the majority of the spending going towards AI.The company's stock closed at just over $125 on Tuesday, sitting below its $135 IPO price. It is well off its more than $200 all-time high that was hit shortly after its listing. Stock Chart IconStock chart iconSpaceX shares over the past five days.Investors have been on edge this earnings season as concerns rise about whether large tech companies can prove their multibillion-dollar investments are yielding returns. While SpaceX's own models are seen as behind OpenAI and Anthropic, the company is positioning itself as an alternative cloud player by renting out the computing capacity that it is building with Nvidia chips. SpaceX's CFO Bret Johnsen looked to allay investor fears over c
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