Use wechat scan QR code to share with friends and circle of friends_ blank" href=" https://news.163.com/news/search?keyword=SpaceX "> SpaceX < / a > raised $850 million in new funding last week, with a current market value of $74 billion. Strong demand for the company's shares means that many investors believe the company's two ambitious projects will further boost valuations. < / P > < p > < / P > < p > Chris quilty, founder of quilty analytics, which focuses on research and investment in the satellite communications sector, explains that investors' enthusiasm comes from SpaceX's interstellar < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E9%A3%9E%E8%88%B9 "> spaceship < / a > and star chain project, which he described as" two parallel < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E6%9B%BC%E5%93%88%E9%A1%BF%E5%B7%A5%E7%A8%8B "> Manhattan Project < / a >". < / P > < p > among them, the starship is the next generation < a target = "being developed by SpaceX_ blank" href=" https://news.163.com/news/search?keyword=%E7%81%AB%E7%AE%AD "> the combination of rocket < / a > and spaceship is far more powerful than the Saturn V rocket that sent astronauts to the moon. The satellite chain is a global satellite internet network composed of tens of thousands of satellites, and SpaceX is beginning to use it to provide high-speed Internet services for customers. < / P > < p > Carissa Christensen, chief executive of Bryce space and technology, said: "the current valuation of SpaceX is based on the vision it can achieve in the future. The company's valuation is very high because the commercial launch market is measured in billions of dollars, and you need to focus on the star chain project. " < / P > < p > although investors may enter the market with an overvalued value of $74 billion, Sam Korus, an analyst at ark investment, believes that SpaceX itself may become a company with a market value of trillions of dollars. "To be honest, I don't know any company in the industry that can innovate as fast as SpaceX," he said < / P > < p > < b > how the Starship changes the launch mode < / b > < / P > < p > Greg Konrad, an analyst at Jefferies, an American investment bank, explained that the SpaceX Falcon 9 rocket "shook" the global market with its low cost and unprecedented launch speed. SpaceX has recovered 67 times, and reusing the Falcon 9 rocket booster is crucial for SpaceX to maintain low cost and fast launch. < / P > < p > Conrad said: "new competitors like blue origin are creating an entire ecosystem of launch vehicle suppliers who are providing cheaper solutions for the low-end market. But SpaceX wants to take a bigger step on the Starship. musk < / a > aims to make starships completely reusable, not just boosters, in a way similar to commercial flights, through recycling and reuse." < / P > < p > although SpaceX's recent starship test flight ended in an explosion, Morgan Stanley analyst Adam Jonas said each test represented an exciting step forward. "It's crazy to find something cooler than watching such a big rocket launch and land successfully. It's like an Apollo era scene," he said < / P > < p > so far, SpaceX has not disclosed how much money it spent on the Starship project, but musk previously estimated that it would take at least $5 billion to achieve the goal. Although the launch price of the Falcon 9 rocket is $62 million, the actual cost of each launch is about $28 million. Musk claims that the full reusability of the Starship will reduce the cost of each launch to $2 million, thus reducing the cost of entering low earth orbit by 10 times. < / P > < p > Christensen explained that SpaceX has occupied most of the U.S. launch market in the past few years, and the Falcon 9 rocket has won a bigger share. But the Starship vision is to seek help to make the cake bigger, whether it's building bigger spacecraft or spacecraft of different designs. < / P > < p > in addition to launching satellites, SpaceX also plans to use starships to put people into orbit, and even to the surface of the moon and Mars. Corus believes that although the cost of taking the manned dragon spacecraft into orbit is very high (US $200 million for four passengers), the Starship will "release an incredible opportunity" because it can be reused and the cost of traveling around the moon will be reduced to about US $100000. < / P > < p > < b > why investors are excited about the star chain < / b > < / P > < p > given that Tesla has subverted the automotive and battery industries, Jonas asked SpaceX this question: will musk also subvert the telecommunications industry? The development cost of < / P > < p > Star chain is expected to be higher than that of starship, which may cost more than $10 billion. So far, SpaceX has launched more than 1000 satellites, and has begun to provide early services to us and international customers through public beta. In addition, SpaceX estimates that the star chain network can generate as much as $30 billion a year, which is more than 10 times the annual revenue of its existing rocket business. < / P > < p > Christensen said: "the market has been established and star chain is seeking to enter this market, but its success is still an unproven question." Quilty estimates that the star chain needs to register 1 million or more users each year "in order to achieve the economies of scale needed to reduce costs and make it economically viable.". But the consensus among analysts is that Starlink has the opportunity to generate revenue several times that of SpaceX's rocket business. < / P > < p > Christensen pointed out that the global telecom market is trillions of dollars, and the demand for mobile Internet access is growing. Ark investment listed the satellite Internet as one of the "big ideas" for investors in 2021. According to Corus' estimation, the star chain has a potential market of US $10 billion in the United States alone every year, with a global scale of US $40 billion. The number of pure space companies available for investors to trade in the open market is limited, said Joseph Conrad, an analyst at Jefferies. "This gives investors a higher appetite for companies with higher growth rates," he said. People have an endless appetite for investment in space related businesses. Compared with the potential of space, this is a relatively untapped market. " < / P > < p > the space economy has been growing steadily, with an estimated value of more than $423 billion. However, several Wall Street companies predict that by the end of this century, the space economy will become a huge market with a value of more than $1 trillion.

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2023-03-22 10:04:28