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← @oragnes

$SPCX

BEARISH2026-08-07
Price around the call
↓ 2026-08-07
By horizonMaturing · ~0 trading days to go
1d
✓ -3.6%
5d
✗ +5.4%
21d
…
Original post
比特币橙子Trader · 2026-08-07

🔥 Starlink 正在从“飞机上的免费 Wi-Fi”,变成航空公司争夺高端商务客户的武器。 CNBC 主持人 Andrew 在体验美联航 Starlink 后: 未来几年往返纽约和洛杉矶,只要面对“有 Starlink”和“没有 Starlink”两种选择,乘客大概率会直接选择前者。 纽约—洛杉矶这类高价值商务航线,乘客最缺的不是一顿飞机餐,而是六小时稳定在线的工作能力。过去机上网络只是附加服务,现在已经开始影响用户选择哪家航空公司。 美联航目前已为超过300架支线飞机安装 Starlink。到2026年美国独立日期间,接近40%的每日航班已经能够提供高速、免费的 Starlink 网络。 背后的商业循环: 乘客开始主动寻找 Starlink 航班 航空公司为了留住高价值客户被迫接入 更多飞机转化为长期设备和网络服务收入 没有 Starlink 的竞争对手继续跟进 因此,Starlink 短期是美联航的差异化优势,长期却未必是美联航独有的护城河。 真正拥有护城河的是 SpaceX。 $SPCX 的故事,或许才刚从“发射火箭”进入“出售全球连接能力”的阶段。

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