SpaceX 财报电话会：Grok Bot 付费周活达 80 万

Herbert Ong @herbertong原推发布于 2026.10.27

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SpaceX just guided to a $35B quarter! The CFO sees $33B to $37B in Q1 2027 revenue, up from $14.6B this quarter. That's more than double in just two quarters. • SI revenue was $7.56B, up 830%, and it's now bigger than Starlink • 13 GW of compute expected by the end of 2027 • Grok Bot has 800K paid weekly users, more than doubling in a month • Starship Flight 15 will try to catch both stages in mid-November • Starlink is in talks for 80,000+ US cell sites So why did $SPCX stock drop? 👇