马斯克吸取特斯拉经验，对分拆星链IPO持谨慎态度

牛科技2021-06-24

对于马斯克来说，除了特斯拉与SpaceX，旗下的星链项目也是其庞大野心计划的重要部分。在目前全球已有的多家近地轨道卫星网络计划中，最出名的当属于马斯克Space X公司的Starlink卫星系统（也称星链计划），一旦最终建立完成，将成为整个卫星互联网中最庞大的存在。星链计划的目的是为了解决目前没有互联网覆盖地区的上网问题，或许马斯克认为，星链计划最终能够干掉5G和宽带。撒币100亿美元，星链...

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Comment（12）

Belle966
·2021-06-25
[微笑]
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古月厘儿
·2021-06-25
好
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jack1234
·2021-06-25
[驚訝]
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路小仙
·2021-06-25
好
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1
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- 路小仙:
  好
  2021-06-25
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SiewLeeT
·2021-06-25
好
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SiewLeeT
·2021-06-25
[微笑]
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Kiwiwilu
·2021-06-24
??
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- 古月厘儿:
  好
  2021-06-25
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cklee
·2021-06-24
好
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名字真难起
·2021-06-24
好
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钻石手蓝莲花
·2021-06-24
好贊
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猛逃
·2021-06-24
小偏??寸光也[吃瓜]
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Mingo6666
·2021-06-24
Hi
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在本周二表示，Starlink卫星系统（星链计划）预计将在今年9月份提供连续的全球覆盖。不过对于各国居民来说，想要使用Starlink卫星网络服务取决于该服务是否获得了所在国电信部门的批准。\n5月底，SpaceX猎鹰9号火箭将第29批星链卫星成功送入轨道并顺利返回，目前整个星链计划已经成功部署了约1800颗卫星，当9月份这些卫星顺利进入预定轨道后，就会带来持续的全球覆盖能力。\n此前，星链网络已经在美国、澳大利亚、新西兰和欧洲等11个国家和地区运营其测试版，官方收费标准显示，使用这项卫星宽带服务的月费为99欧元/美元。此前的文件显示，马斯克的最终目的是向近地轨道发射42000颗Starlink卫星，目前发射数量尚不及5%。\n即使有SpaceX发射技术的支持，部署庞大的Starlink卫星也将是一个夸张的成本，马斯克此前透露，星链计划的整个卫星网络部署成本大约为100亿美元。\nStarlink卫星网络服务能否最终服务全球，还取决于各国电信部门的态度。此外，在卫星网络项目上，马斯克也将面临更多的竞争对手。去年底，欧盟已经签署了一项类似于“星链”的近地轨道项目，他将为欧洲的政府相关机构提供安全的安全通信，此外还可以为偏远地区提供卫星网络服务。欧洲国家希望共同斥资60亿欧元（约73亿美元）来打造一个属于自己的“星链”卫星网络项目，以改变目前欧洲在卫星网络上落后的局面。\n超越5G、淘汰宽带？\nStarlink卫星网络服务速度能有多快？不久前一位用户在 Twitter 上分享了其在德国境内的测试结果，可知其下载速率飙到了649Mbps，超过了我们在美国看到的其它测速结果。649Mbps的速度对于私人用户来说确实比较可观，但对更多的数据分析之后，可知星链的平均下行速率还是在300 Mbps左右。\n对于星链和5G的关系，大众一直认为它们是互补的，5G主要服务与高密度的地区和群体，而星链计划提供的互联网主要服务于传统的移动通信公司接触不到的地区，从用户成本来说，Starlink卫星网络也要贵于宽带和移动网络。\n随着星链网络即将全球覆盖，马斯克对该项目的信心甚至超过了5G和宽带。但实际上，当前星链网络在技术上仍然无法达到5G和宽带的水平。\n首先在数量上，4万个Starlink卫星远远无法满足大规模的使用，而且在使用环境上，用户的设备并不能直接与卫星连通，还需要配套的接收转换设备。在5G基站数以百万计的时代，星链卫星即使能够全球覆盖，在使用人数上也有限制。至于无人驾驶、远程手术、工业互联网等更加苛刻的环境，几乎没有落地的可能。\n星链计划对于太空环境的威胁也不能忽视，此前哈弗大学史密森尼天体物理学中心天文学家乔纳森 · 麦克道威尔（Jonathan McDowell）表示，根据他的追踪研究，目前在SpaceX发射的“星链”互联网卫星中，只有97%的卫星推进器还在起作用，而大约有3%的星链网络中的卫星已经失效。而这些失效的卫星就像垃圾一样随意漂浮在太空中，将对其他的在轨设备产生无法预料的影响。\n\n烧钱不止，上市没那么简单\n在SpaceX上市之前，将星链（Starlink）分拆出来上市可能是马斯克目前的想法，而在去年，SpaceX总裁Gwynne Shotwell就提出了分拆星链进行IPO的思路，对于星链（Starlink）上市，财务可能是最大的障碍。\n6月24日，马斯克在回复推特网友问星链（Starlink）何时有上市计划时表示，IPO计划至少要在星链收入可以合理预测之前的几年，上市太早会很容易陷入痛苦，此外马斯克还称将给予特斯拉的长期股东购买星链股票的优先权。\n目前星链（Starlink）仍然是SpaceX旗下的项目，而SpaceX目前的财务仍然不见乐观，SpaceX每次的发射都要花费巨额的资金，贸然进行分拆，星链恐怕无法维持运营。\n根据最近一次公开的文件显示，星链网络拥有的客户刚刚超过1万个，这远不能覆盖星链卫星通信的成本，预计在相当长时间内，星链项目将很难实现盈利，也意味着马斯克要不断的烧钱才行。\n有了此前特斯拉的经验，对于SpaceX或者是星链（Starlink）IPO，马斯克显示出了前所未有的谨慎，只有当星链能够产生正现金流时，IPO才能为马斯克带来更多的收益。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":126729605,"gmtCreate":1624585350907,"gmtModify":1703840984198,"author":{"id":"4087265557119580","authorId":"4087265557119580","name":"Belle966","avatar":"https://static.tigerbbs.com/977012b1c19ae8ed1ff665ed802bbde4","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"4087265557119580","authorIdStr":"4087265557119580"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126729605","repostId":2145824046,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":126713894,"gmtCreate":1624584367118,"gmtModify":1703840942617,"author":{"id":"3585776983663035","authorId":"3585776983663035","name":"古月厘儿","avatar":"https://static.tigerbbs.com/5b0dcefc7143a93df50b07b936341fe3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585776983663035","authorIdStr":"3585776983663035"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126713894","repostId":2145824046,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":126210450,"gmtCreate":1624574566970,"gmtModify":1703840508626,"author":{"id":"3576938493543528","authorId":"3576938493543528","name":"jack1234","avatar":"https://static.tigerbbs.com/d9ecf411613054111bd306aa63abaa56","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576938493543528","authorIdStr":"3576938493543528"},"htmlText":"[驚訝]&nbsp;","listText":"[驚訝]&nbsp;","text":"[驚訝]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126210450","repostId":2145824046,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":126620831,"gmtCreate":1624564646523,"gmtModify":1703840414677,"author":{"id":"3566968702415207","authorId":"3566968702415207","name":"路小仙","avatar":"https://static.tigerbbs.com/62cd061fb6259027d1b889c0c3ebee9e","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3566968702415207","authorIdStr":"3566968702415207"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/126620831","repostId":2145824046,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5001279,"gmtCreate":1624564856578,"gmtModify":1663229943129,"authorId":3566968702415207,"author":{"id":3566968702415207,"idStr":"3566968702415207","authorId":3566968702415207,"name":"路小仙","avatar":"https://static.tigerbbs.com/62cd061fb6259027d1b889c0c3ebee9e","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":126620831,"type":1,"supId":0,"prevId":0,"content":"好","text":"好","html":"好"}],"langContent":"CN"},{"id":126888792,"gmtCreate":1624551146616,"gmtModify":1703840256641,"author":{"id":"4087482429616730","authorId":"4087482429616730","name":"SiewLeeT","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4087482429616730","authorIdStr":"4087482429616730"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126888792","repostId":2145824046,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":126881443,"gmtCreate":1624551104482,"gmtModify":1703840254843,"author":{"id":"4087482429616730","authorId":"4087482429616730","name":"SiewLeeT","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4087482429616730","authorIdStr":"4087482429616730"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126881443","repostId":2145824046,"repostType":4,"isVote":1,"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