风险提醒

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      "A short note: 风险提醒\n\n别碰商业航空。\nxspace上市如果万亿估值，高估。\n\n马斯克说的占全球90%航天货运不..."
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  "content": "风险提醒\n\n别碰商业航空。\nxspace上市如果万亿估值，高估。\n\n马斯克说的占全球90%航天货运不假，它的星链要14000颗，稳定后每年会更替4000颗，占了运力需求大头。\n\n国内没这场景，也就没这市场。\n\n唯一可能参与的太空算力，也因为这个仅能辐射散热的项目不符合物理常识，可行性小而概率不大。 https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/f7b22750bf90e4280dda6ed5007b24c87fff46e4d4b73e46aa87ad2f679b03d2.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/b06496761aa346e5fc56b822a841dda00544e5e29a936d9bb5f8edb90a7886c2.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/34f7c2389ca7f2d153aed6e1ad33fe0652a020b9b20059fd9e163bbcdd3f60c3.webp",
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