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马斯克警告做空 SpaceX 的机构：存活概率极低_我的网站

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    Solar rooftop photovoltaic power generation facilities are seen on a building in Qingdao, East China's Shandong Province, on June 23, 2026. Photo: VCG
Some Western politicians have been smearing Chinese green products and even advocating for a "decoupling," but reality tells a different story. Recently, a mayor in New Zealand is reportedly pushing for a solar upgrade at energy-hungry public facilities after witnessing advanced green infrastructure during his China tour.
Christchurch Mayor Phil Mauger wants to turn some of the city's biggest power-hungry facilities into their own electricity generators, with a giant solar project at the wastewater treatment plant the first step in an ambitious plan inspired by a trip to China, the New Zealand Herald reported.
The mayor has ordered a report into whether solar panels could be suspended above the treatment plant in Bromley, creating a vast power-generating canopy capable of helping run one of the city's largest energy users. If successful, Mauger sees potential for similar installations at major facilities, where vast roofs and car parks could be harnessed to generate solar power.
Mauger's push for solar infrastructure was inspired by his recent visit to China, during which an innovative solar installation above a wastewater treatment plant caught his attention and sparked ideas for Christchurch, according to the New Zealand Herald.
Back in June, Mauger toured the wastewater treatment plant in Wuhan, Central China's Hubei Province, according to Hubei Daily. His itinerary included the central control station, solar-powered equipment room and sewage-treatment pools.
"What impressed us most were the solar panels mounted on the top, which supply electricity for the whole system. We have learned a great deal about its simple operation procedures and will hold relevant discussions afterwards," Mauger was quoted as saying in a local media report.
Chen Hong, a researcher at the Australian Studies Center at East China Normal University, told the Global Times on Wednesday Christchurch's planned project demonstrates that China-New Zealand cooperation can extend beyond conventional trade into city-level governance.
"Collaborative initiatives in clean-energy deployment, sewage treatment and waste disposal can create an innovative cooperation framework integrating technical solutions, engineering capacity and on-the-ground operational expertise," Chen said.
He added that this real-world case lays bare the fundamental divide between geopolitical narratives advocating so-called decoupling from China and the practical realities of local governance.
"If a Chinese solution actually works, ideological labels shouldn't get in the way. This case shows that the whole 'decoupling' talk is mostly political rhetoric. At the end of the day, economies run on cost, efficiency, and results," Chen said.
Global Times 
。    IT之家 7 月 21 日消息，埃隆 · 马斯克日前在社交平台 X 上发文警告称，长期持有 SpaceX 大量空头头寸的机构，“最终存活下来的概率非常低”。         这番表态正值 SpaceX 上市后股价出现波动之际。在被称为“史上最大 IPO”的上市五周后，SpaceX 股价较市值峰值已回落约 30%。此前，公司市值一度突破 2.6 万亿美元（IT之家注：现汇率约合 17.62 万亿元人民币），短暂超过微软和亚马逊。股价回调也让做空者获得了约 87 亿美元（现汇率约合 589.69 亿元人民币）的账面收益，但马斯克的最新回应表明，他依然对公司的长期前景充满信心。         马斯克的发言呼应了一份看多 SpaceX 的分析报告。该报告认为，随着“星舰”（Starship）持续降低发射成本，未来将催生一个规模达数万亿美元的太空经济。         报告预计，轨道太阳能发电、小行星采矿、轨道数据中心以及火星改造等项目，未来可能创造超过 100 万亿美元的新增市值。         按照这一设想，SpaceX 将成为整个太空经济的基础设施提供商，其角色类似于云计算领域的 AWS，通过火箭发射、载人运输以及太空数据传输等业务，占据近似垄断的市场地位，并获得持续增长的收入。         事实上，这并不是马斯克第一次公开抨击做空者。在特斯拉的发展过程中，马斯克曾多次表示，长期做空特斯拉的人最终将遭受重大损失。2024 年 7 月，他曾表示，一旦特斯拉实现完全自动驾驶，并实现 Optimus 人形机器人大规模量产，“任何仍然持有特斯拉空头仓位的人都会被彻底消灭，甚至包括比尔 · 盖茨。”          更早之前，2018 年，马斯克还曾嘲讽空头称，他们距离“空头仓位爆仓只剩大约三周时间”。随后，特斯拉股价确实迎来一轮大幅上涨。

B |          马斯克还曾公开表示，做空行为会“破坏价值”，甚至一度认为做空“应该被禁止”，因为在他看来，做空本质上是在押注创新和技术进步失败。         不过，批评者认为，马斯克的乐观预期往往带有较强的宣传色彩，尤其是在季度交付量、股价表现等短期指标不及市场预期时，这种说法更容易受到质疑。         尽管如此，马斯克始终坚持同一种观点：做空其旗下公司，本质上是低估了指数级技术进步所带来的长期价值。         对于 SpaceX 的空头而言，马斯克释放的信息十分明确：押注一家致力于实现多星球文明、并试图成为未来太空基础设施核心提供者的公司失败，最终可能让做空机构自身付出沉重代价。

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