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【試聽】XEP25 - SpaceX 上市前夕分析:應該如何理解這家公司?樂觀、悲觀、瘋狂情境下到底值多少?

May 22, 2026 · 17 min

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訂閲【科技浪 Pro】收聽本集完整版:https://open.firstory.me/join/techwav
Apple Podcast ”訂閲“與收聽專屬集數教學:https://youtube.com/shorts/UInyH51Pcs0?si=QLw3rTjOv5FUSlqs
Apple Podcast “已訂閲“收聽專屬集數教學:https://youtube.com/shorts/7LyIOhgJGOw?si=DuQvwuoVagTcuKXV
訂閲有問題請來信:[email protected]
本集筆記與精修逐字稿:https://open.firstory.me/user/techwav/posts/xep25-gs9gfkgbvbwh
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00:00 SpaceX 上市
03:34 哈利的分析方法
07:43 SpaceX 的業務
09:20 Starlink
14:08 發射業務
15:41 太空資料中心
24:41 xAI
28:26 X(Twitter)
30:49 悲觀情境
35:24 一般情境
46:48 樂觀情境
52:28 結語
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商業合作:[email protected](請先參考:https://www.techwavpod.com/%E5%95%86%E6%A5%AD%E5%90%88%E4%BD%9C)
哈利的IG:harryspeaks_



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