{"id":640555,"date":"2026-05-29T04:12:31","date_gmt":"2026-05-29T11:12:31","guid":{"rendered":"https:\/\/nai500.com\/?p=640555"},"modified":"2026-05-29T04:12:31","modified_gmt":"2026-05-29T11:12:31","slug":"spacex-1-8-blue-origin-amzn","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/05\/spacex-1-8-blue-origin-amzn\/","title":{"rendered":"SpaceX \u9996\u6b21\u516c\u5f00\u52df\u80a1\u4f30\u503c\u4e0b\u8c03\u81f3 1.8 \u4e07\u4ebf\u7f8e\u5143\uff1bBlue Origin \u7206\u70b8\u5f71\u54cd AMZN\uff1f"},"content":{"rendered":"

\u636e\u77e5\u60c5\u4eba\u58eb\u79f0\uff0cSpaceX \u5728 IPO \u4e2d\u7684\u76ee\u6807\u4f30\u503c\u5df2\u4e0b\u8c03\u81f3\u81f3\u5c11 1.8 \u4e07\u4ebf\u7f8e\u5143\uff0c\u6536\u7a84\u4e86\u6b64\u524d\u8d85\u8fc7 2 \u4e07\u4ebf\u7f8e\u5143\u7684\u66f4\u9ad8\u4f20\u95fb\u3002\u6b64\u6b21\u91cd\u65b0\u6821\u51c6\u6070\u9022 Jeff Bezos \u7684 Blue Origin \u906d\u9047\u4e00\u573a\u9ad8\u8c03\u5931\u5229\uff1a\u5468\u56db\u665a\u5728\u5361\u7eb3\u7ef4\u62c9\u5c14\u89d2\u8fdb\u884c\u9759\u6001\u70b9\u706b\u6d4b\u8bd5\u65f6\uff0c\u65b0\u683c\u4f26\u706b\u7bad\u53d1\u751f\u7206\u70b8\u5e76\u71c3\u6210\u706b\u7403\u3002Elon Musk \u7684\u56de\u5e94\u7b80\u77ed\u800c\u719f\u6089\u2014\u2014\u706b\u7bad\u5f88\u96be\u2014\u2014\u800c Bezos \u8868\u793a\u5c06\u91cd\u5efa\u3002\u5e02\u573a\u76ee\u524d\u9762\u4e34\u53cc\u91cd\u53d9\u4e8b\uff1a\u4eca\u5e74\u6700\u5927\u7684\u4e00\u7b14\u4e0a\u5e02\u4e0e\u76f4\u63a5\u7ade\u4e89\u5bf9\u624b\u7684\u91cd\u5927\u632b\u6298\u5e76\u5b58\uff0c\u8fd9\u5bf9 Amazon \u7684\u536b\u661f\u62b1\u8d1f\u548c\u53d1\u5c04\u5b9a\u4ef7\u6743\u6709\u6ea2\u51fa\u98ce\u9669\uff0c\u4e14\u5b9a\u4ef7\u6743\u6b63\u8fdb\u4e00\u6b65\u504f\u5411 SpaceX\u3002<\/p>\n

SpaceX IPO \u7684\u4f30\u503c\u4e0e\u5e02\u573a\u6df1\u5ea6<\/h3>\n

\u5373\u4fbf\u4ee5 1.8 \u4e07\u4ebf\u7f8e\u5143\u8ba1\uff0cSpaceX \u4e0a\u5e02\u9996\u65e5\u4ecd\u5c06\u6210\u4e3a\u5730\u7403\u4e0a\u6700\u6709\u4ef7\u503c\u7684\u4e0a\u5e02\u516c\u53f8\u4e4b\u4e00\uff0c\u9996\u65e5\u4f30\u503c\u8d85\u8fc7\u5927\u591a\u6570\u5927\u578b\u9f99\u5934\u3002\u8be5\u76ee\u6807\u53cd\u6620\u4e86\u4e24\u91cd\u73b0\u5b9e\uff1a\u6295\u8d44\u8005\u5bf9\u4e3b\u5bfc\u578b\u57fa\u7840\u8bbe\u65bd\u8d44\u4ea7\u7684\u6301\u7eed\u5f3a\u52b2\u9700\u6c42\uff0c\u4ee5\u53ca\u5f53\u5355\u4e00 IPO \u53ef\u80fd\u83b7\u5f97\u6570\u767e\u4ebf\u7f8e\u5143\u914d\u552e\u65f6\uff0c\u4ef7\u683c\u53d1\u73b0\u7684\u5b9e\u9645\u9650\u5236\u3002\u4ea4\u6613\u52a8\u529b\u5728\u6b64\u5904\u8d77\u51b3\u5b9a\u6027\u4f5c\u7528\u3002\u8d26\u7c3f\u4e3b\u7ba1\u9700\u8981\u4e00\u4e2a\u673a\u6784\u4e70\u5bb6\u80fd\u591f\u627f\u53d7\u4e14\u4e0d\u4f1a\u627c\u6740\u4e8c\u7ea7\u5e02\u573a\u6d41\u52a8\u6027\u7684\u4f30\u503c\u3002\u65e9\u671f\u5173\u4e8e\u8d85\u8fc7 2 \u4e07\u4ebf\u7f8e\u5143\u7684\u8c08\u8bba\u66f4\u50cf\u662f\u5728\u80dc\u5229\u5f0f\u70ab\u8000\u3002\u4ee5 1.8 \u4e07\u4ebf\u7f8e\u5143\u8ba1\uff0c\u516c\u53f8\u4ecd\u8d85\u51fa\u4f20\u7edf\u4f30\u503c\u500d\u6570\uff0c\u4f46\u7ed9\u4e88\u7ec4\u5408\u7ecf\u7406\u5728\u4e0d\u89e6\u53ca\u98ce\u63a7\u4e0a\u9650\u7684\u524d\u63d0\u4e0b\u53c2\u4e0e\u7684\u7a7a\u95f4\u3002<\/p>\n

\u6295\u8d44\u8005\u5b9e\u9645\u4e0a\u5728\u627f\u4fdd\u7684\u662f\u5bf9\u4e09\u5927\u8d44\u672c\u5bc6\u96c6\u3001\u53ef\u80fd\u5f62\u6210\u5784\u65ad\u7684\u6218\u7565\u63a7\u5236\u6743\uff1a\u901a\u8fc7 Starlink \u7684\u5bbd\u5e26\u3001\u901a\u8fc7 Starship \u4e0e Falcon \u7684\u91cd\u578b\u53d1\u5c04\uff0c\u4ee5\u53ca SpaceX \u6240\u79f0\u7684\u8f68\u9053 AI\u3002\u4f46\u516c\u53f8\u7684\u62db\u80a1\u4e66\u4e5f\u52fe\u52d2\u51fa\u8d26\u9762\u53e6\u4e00\u9762\u3002\u5728\u5176 S-1 \u4e2d\uff0cSpaceX \u8b66\u544a\u79f0\u65e0\u6cd5\u91c7\u8d2d\u5230\u8db3\u591f\u7684\u9ad8\u7aef AI \u82af\u7247\u4ee5\u6ee1\u8db3\u5185\u90e8\u9700\u6c42\uff0c\u5199\u660e\u5176\u6240\u9700\u8fdc\u8d85\u5f53\u524d\u53ef\u5f97\u6570\u91cf\u3002\u5b83\u8fd8\u8b66\u793a TeraFab\uff08\u4e00\u4e2a\u96c4\u5fc3\u52c3\u52c3\u7684\u5185\u90e8\u5236\u9020\u82af\u7247\u9879\u76ee\uff09\u53ef\u80fd\u65e0\u6cd5\u6210\u529f\u3002Neither Tesla (TSLA) nor Intel (INTC) \u672a\u5bf9\u8be5\u9879\u76ee\u627f\u62c5\u5408\u7ea6\u4e49\u52a1\uff0c\u8fd9\u63d0\u9192\u4eba\u4eec Musk \u7684\u8de8\u516c\u53f8\u751f\u6001\u65e2\u6709\u5229\u4e5f\u6709\u5f0a\u3002\u4e3a\u7eb5\u5411\u4e00\u4f53\u5316\u4e70\u5355\u7684\u6295\u8d44\u8005\uff0c\u540c\u6837\u5728\u627f\u53d7\u4f9b\u5e94\u94fe\u6469\u64e6\u548c\u5728\u4e00\u4e2a\u4ee5\u4e25\u82db\u8457\u79f0\u7684\u884c\u4e1a\u4e2d\u6267\u884c\u98ce\u9669\u7684\u8d4c\u6ce8\u3002<\/p>\n

Blue Origin \u632b\u8d25\u8003\u9a8c Amazon \u7684\u65f6\u95f4\u8868<\/h3>\n

Blue Origin \u786e\u8ba4\u65b0\u683c\u4f26\u7206\u70b8\u5c5e\u4e8e\u5f02\u5e38\u4e8b\u4ef6\uff0c\u5e76\u79f0\u6240\u6709\u4eba\u5458\u5df2\u6e05\u70b9\u5b8c\u6bd5\u3002Bezos \u8868\u73b0\u51fa\u575a\u5b9a\u53e3\u543b\uff1a\u76ee\u524d\u5224\u65ad\u6839\u672c\u539f\u56e0\u4e3a\u65f6\u8fc7\u65e9\uff0c\u4f46\u6211\u4eec\u5df2\u7ecf\u5728\u52aa\u529b\u67e5\u660e\u3002\u975e\u5e38\u7cdf\u7cd5\u7684\u4e00\u5929\uff0c\u4f46\u6211\u4eec\u4f1a\u91cd\u5efa\u4e00\u5207\u9700\u8981\u91cd\u5efa\u7684\uff0c\u5e76\u6062\u590d\u98de\u884c\u3002\u6b64\u6b21\u7206\u70b8\u53d1\u751f\u5728\u56db\u6708\u4e00\u6b21\u4efb\u52a1\u4e4b\u540e\uff0c\u5f53\u65f6\u65b0\u683c\u4f26\u7684\u4e0a\u9762\u7ea7\u672a\u80fd\u8fdb\u5165\u8f68\u9053\uff0c\u5bfc\u81f4 FAA \u6682\u505c\u5176\u98de\u884c\u8bb8\u53ef\u3002\u7d2f\u79ef\u5f71\u54cd\u5728 Blue \u7684\u8fdb\u5ea6\u8868\u4e0a\u7559\u4e0b\u4e86\u4e00\u4e2a\u5de8\u5927\u574e\uff0c\u6070\u597d\u5728\u5176\u9700\u8981\u4ece\u627f\u8bfa\u8f6c\u5411\u4ea4\u4ed8\u7684\u5173\u952e\u65f6\u523b\u3002<\/p>\n

\u5546\u4e1a\u5229\u5bb3\u5173\u7cfb\u5bf9 Amazon (AMZN) \u6700\u4e3a\u660e\u663e\u3002\u65b0\u683c\u4f26\u662f Project Kuiper \u957f\u671f\u90e8\u7f72\u8ba1\u5212\u7684\u652f\u67f1\uff0c\u65e8\u5728\u90e8\u7f72\u6570\u5343\u9897\u536b\u661f\u4ee5\u4e0e Starlink \u7ade\u4e89\u3002Amazon \u5df2\u91c7\u53d6\u5bf9\u51b2\u63aa\u65bd\u2014\u2014\u5411 ULA \u7684 Vulcan \u548c Arianespace \u7684 Ariane 6 \u4e0b\u4e86\u5927\u989d\u8ba2\u5355\uff0c\u751a\u81f3\u4e5f\u5728 SpaceX \u90a3\u91cc\u6709\u540e\u671f\u9884\u8ba2\u2014\u2014\u4f46 Blue \u7684\u8282\u594f\u5bf9\u4ee5\u5177\u6709\u7ade\u4e89\u529b\u6210\u672c\u5b9e\u73b0\u89c4\u6a21\u81f3\u5173\u91cd\u8981\u3002\u82e5\u518d\u6b21\u505c\u98de\u5e76\u9700\u91cd\u5efa\u53d1\u5c04\u53f0\uff0c\u4f1a\u63a8\u8fdf\u65f6\u95f4\u8868\uff0c\u540c\u65f6\u4fdd\u9669\u548c\u878d\u8d44\u6210\u672c\u4e0a\u5347\u3002\u5982\u679c Amazon \u5c06\u66f4\u591a Kuiper \u6709\u8f7d\u8377\u8f6c\u79fb\u7ed9\u5176\u4ed6\u4f9b\u5e94\u5546\uff0cSpaceX \u5c06\u83b7\u5f97\u5b9a\u4ef7\u6760\u6746\uff1b\u82e5 Amazon \u9009\u62e9\u7b49\u5f85\uff0cKuiper \u7684\u670d\u52a1\u5c55\u5f00\u53ef\u80fd\u8fdb\u4e00\u6b65\u5ef6\u540e\uff0c\u4f7f\u5176\u4e0e Starlink \u7684\u7ade\u4e89\u5dee\u8ddd\u4ee4\u4eba\u4e0d\u5b89\u5730\u6269\u5927\u3002<\/p>\n

Musk \u7684\u4f18\u52bf\u6269\u5927\uff0c\u4f46\u53d7\u5236\u7ea6\u4e0e\u76d1\u7ba1\u98ce\u9669\u5e76\u5b58<\/h3>\n

\u8868\u9762\u4e0a\u770b\u5f88\u76f4\u63a5\uff1aSpaceX \u6b63\u671d\u7740\u4e00\u573a\u91cd\u78c5\u4e0a\u5e02\u524d\u8fdb\uff0c\u800c\u5176\u5728\u7f8e\u6700\u63a5\u8fd1\u7684\u7ade\u4e89\u5bf9\u624b\u6b63\u5904\u4e8e\u6545\u969c\u5206\u6790\u4e4b\u4e2d\u3002\u8fd9\u589e\u5f3a\u4e86 SpaceX \u5728\u91c7\u8d2d\u8c08\u5224\u548c\u653f\u5e9c\u7ade\u6807\u4e2d\u7684\u7b79\u7801\u3002\u7136\u800c\uff0c\u4e3b\u5bfc\u5730\u4f4d\u4e5f\u4f1a\u5f15\u6765\u5ba1\u67e5\u3002FAA \u5df2\u662f Starship \u8282\u594f\u7684\u6838\u5fc3\uff1b\u4efb\u4f55\u4e8b\u6545\u3001\u73af\u5883\u6311\u6218\u6216\u788e\u7247\u4e8b\u4ef6\u90fd\u53ef\u80fd\u653e\u6162\u8be5\u9879\u76ee\u8fdb\u7a0b\u3002Starlink \u7684\u5168\u7403\u5e03\u5c40\u8ba9 SpaceX \u9762\u4e34\u4e00\u7cfb\u5217\u51fa\u53e3\u7ba1\u5236\u548c\u9891\u8c31\u4e89\u7aef\u3002\u5728 S-1 \u62ab\u9732\u7684\u82af\u7247\u77ed\u7f3a\u5e76\u975e\u9644\u6ce8\u2014\u2014\u5b83\u662f\u8f68\u9053\u8ba1\u7b97\u548c\u4e0b\u4e00\u4ee3\u536b\u661f\u7684\u6838\u5fc3\u74f6\u9888\u3002TeraFab \u53ef\u80fd\u964d\u4f4e\u6b64\u7c7b\u98ce\u9669\uff0c\u4f46\u6240\u9700\u8d44\u672c\u5de8\u5927\u4e14\u5408\u4f5c\u65b9\u5e76\u672a\u9501\u5b9a\u3002<\/p>\n

\u5bf9 Musk \u800c\u8a00\uff0cBlue Origin \u7684\u5931\u8d25\u5e76\u4e0d\u662f\u80dc\u5229\u6e38\u884c\u3002\u5b83\u63d0\u9192\u6295\u8d44\u8005\uff0c\u822a\u5929\u4ecd\u662f\u4e00\u4e2a\u6982\u7387\u6e38\u620f\uff0c\u5373\u4fbf\u662f\u6d4b\u8bd5\u91cc\u7a0b\u7891\u4e5f\u53ef\u80fd\u60ca\u4eba\u5730\u53cd\u566c\u3002Rockets are hard \u4e0d\u662f\u72c2\u8a00\uff1b\u5b83\u662f\u57fa\u672c\u524d\u63d0\u3002SpaceX \u7684\u9886\u5148\u5efa\u7acb\u5728\u5feb\u901f\u8fed\u4ee3\u548c\u9ad8\u53d1\u5c04\u91cf\u4e4b\u4e0a\uff0c\u8fd9\u79cd\u98de\u8f6e\u6548\u5e94\u5728\u7ade\u4e89\u5bf9\u624b\u51fa\u73b0\u5931\u8bef\u65f6\u4f1a\u6269\u5927\u62a4\u57ce\u6cb3\u3002\u4f46\u540c\u6837\u7684\u901f\u5ea6\u4f9d\u8d56\u4e8e\u8fc5\u901f\u7684\u76d1\u7ba1\u6279\u51c6\u3001\u6269\u5927\u7684\u82af\u7247\u4f9b\u5e94\u4ee5\u53ca\u6301\u7eed\u8fdb\u5165\u8d44\u672c\u5e02\u573a\u2014\u2014\u800c\u8fd9\u4e9b\u53d8\u91cf\u53ef\u80fd\u5728\u4e00\u4e2a\u65b0\u95fb\u5468\u671f\u5185\u6536\u7d27\u3002<\/p>\n

\u5de8\u578b IPO \u7684\u6d41\u52a8\u6027\u8ba1\u7b97<\/h3>\n

\u73b0\u5728\u7684\u95ee\u9898\u4e0d\u518d\u662f\u662f\u5426\u5b58\u5728\u9700\u6c42\uff0c\u800c\u662f IPO \u4f1a\u5bf9\u5176\u4f59\u5e02\u573a\u4ea7\u751f\u4ec0\u4e48\u5f71\u54cd\u30021.8 \u4e07\u4ebf\u7f8e\u5143\u7684\u9996\u6b21\u6302\u724c\u53ef\u80fd\u5728\u5b9a\u4ef7\u4e0e\u7a33\u5b9a\u671f\u95f4\u5438\u8d70\u5927\u91cf\u673a\u6784\u5173\u6ce8\u3002\u5bf9\u627f\u9500\u5546\u800c\u8a00\uff0c\u597d\u6d88\u606f\u662f\u7f8e\u56fd\u5e02\u573a\u8db3\u591f\u6df1\u539a\uff0c\u80fd\u5728\u4e0d\u5d29\u76d8\u7684\u60c5\u51b5\u4e0b\u6d88\u5316\u5b83\u3002\u5bf9\u7ec4\u5408\u7ecf\u7406\u800c\u8a00\u7684\u590d\u6742\u6027\u5728\u4e8e\uff1a\u6bcf\u6d41\u5165 SpaceX \u7684\u589e\u91cf\u8d44\u91d1\u90fd\u662f\u5f53\u5468\u4e0d\u53bb\u8ffd\u9010\u4e0b\u4e00\u4e2a AI \u534a\u5bfc\u4f53\u6216\u8f6f\u4ef6\u4ea4\u6613\u7684\u8d44\u91d1\u3002\u9884\u8ba1\u4f1a\u6709\u5173\u4e8e\u6324\u51fa\u6548\u5e94\u7684\u8ba8\u8bba\uff0c\u5373\u4fbf\u6700\u7ec8\u8d44\u91d1\u6d41\u4f1a\u5728\u4e00\u4e2a\u5b63\u5ea6\u5185\u81ea\u884c\u5206\u914d\u3002<\/p>\n

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\u5982\u679c\u65b0\u683c\u4f26\u7ee7\u7eed\u505c\u98de\uff0cAmazon \u7684\u6743\u8861<\/h3>\n

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\u63a5\u4e0b\u6765 AMZN\u3001TSLA\u3001INTC \u9700\u8981\u5173\u6ce8\u7684\u70b9<\/h3>\n

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