
10月20日:SpaceX股东想知道这家火箭制造商何时将与特斯拉合并,将埃隆·马斯克旗下两家最大的公司结合在一起,这是投资者长期以来一直在猜测的联姻。
Oct 20 : SpaceX shareholders want to know when the rocket maker will merge with Tesla, bringing together two of Elon Musk's biggest companies in a union that investors have long speculated about.

“SpaceX何时将与特斯拉合并?”是投资者在周二第三季度财报网络直播前提交给SpaceX管理层的问题中,获得点赞数第二多的问题——获得了26个赞。同一个问题在特斯拉投资者关系网站上获得了128个赞。
"When will SpaceX merge with Tesla?" was the second-most upvoted question — drawing 26 upvotes — submitted by investors to SpaceX management ahead of its third-quarter earnings webcast on Tuesday. The same question received 128 upvotes on the Tesla investor relations site.
巴克莱银行上周建议,交易可能会在特斯拉年度股东大会前宣布,SpaceX更有可能成为收购方,尽管两家公司及马斯克均未正式承诺倾向于达成交易。
Barclays suggested last week that a deal could be announced before Tesla's annual meeting, with SpaceX the likelier acquirer, though neither company nor Musk has officially committed to favoring a deal.
月球着陆器进展受质疑 获得最高票数的问题(38个赞)是关于星舰月球着陆器硬件的进展,该问题列表显示,散户投资者关注星舰,而分析师和机构股东则追问人工智能收入和支出的细节。
LUNAR LANDER PROGRESS QUESTIONED The top-voted question, with 38 upvotes, was on the progress of Starship's lunar lander hardware, in a list that showed retail investors were focused on Starship while analysts and institutional shareholders pressed for detail on AI revenue and spending.
SpaceX在星舰测试方面取得了进展,但将这枚巨型火箭转变为月球着陆器所需的关键技术,包括在轨加注燃料,尚未得到充分验证。该公司盈利的卫星互联网服务“星链”正在为芯片、地面数据中心和Grok的巨额支出提供资金支持,但人工智能业务的亏损已大幅膨胀。
SpaceX has made progress testing Starship, but key technologies needed to turn the giant rocket into a lunar lander, including refueling it in orbit, have yet to be fully demonstrated. The company's profitable satellite internet service, Starlink, is helping bankroll heavy spending on chips, terrestrial data centers and Grok, but losses at the AI businesses have ballooned.
而在8月第二季度财报前的投资者提问列表中,排名靠前的多为轻松幽默、由梗文化驱动的提交,本季度的热门问题则更倾向于公司规划,新奇类条目大多排在底部。
While the investor questions list ahead of its second-quarter earnings in August was topped by lighthearted, meme-driven submissions, this quarter's top questions leaned more toward corporate plans, with novelty entries mostly near the bottom.
目前不清楚高管们将在网络直播开始时(美国东部时间下午4:30,格林尼治标准时间20:30)回答哪些问题。
It was not clear which questions executives would take when the webcast starts at 4:30 p.m. EDT (2030 GMT).
“目前有多大比例的AI收入处于多年承诺之下?是什么让管理层有信心AI能以不低于公司整体的速度增长数年?”一位潜在投资者提问,未获任何点赞。SpaceX的AI收入来自少数客户,包括Alphabet旗下的Google和AI实验室Anthropic,且算力合同可在约90天通知期后终止。
"What share of AI revenue is now under multi-year commitments, and what gives management confidence AI can grow at or above the company's overall rate for several years?" a prospective investor asked, earning no upvotes. SpaceX's AI revenue comes from a handful of customers, including Alphabet's Google and AI lab Anthropic, and the compute contracts can be terminated on about 90 days' notice.
一位机构投资者询问,如果法院叫停田纳西州孟菲斯市Colossus 2数据中心的燃气轮机,Google已签约的产能还能有多少保持可用。另一人询问Google是否已接受其云协议下的全部产能,以及SpaceX是否预期能赚取全额合同月费率。
One institutional investor asked how much contracted Google capacity would stay available if a court halted gas turbines at the Colossus 2 data center in Memphis, Tennessee. Another asked whether Google had accepted the full capacity under its cloud agreement and whether SpaceX expected to earn the full contractual monthly rate.
一位分析师关于Starlink卫星产能、发射优先级和资本支出的六部分提问未获任何点赞。
alyst's six-part question on Starlink satellite capacity, launch priorities and capital spending drew no upvotes.
较轻松的提问散见于列表中。一位用户询问SpaceX是否会将一辆Tesla Roadster——一款配备火箭推进器、可在空中短距离跳跃的跑车——送上月球,并补充道:“(那)太酷了。”
Lighter submissions were scattered through the list. One user asked whether SpaceX would land a Tesla Roadster — a sports car with rocket thrusters for short jumps in the air — on the moon, adding, "(it) would be awesome."