超 6000 万人收听,马斯克为特朗普办了一次宣讲会

深潮Published on 2024-08-13Last updated on 2024-08-13

两个多小时的对谈跑出了寿命 20 分钟的 meme 币。

整理:律动 BlockBeats

今日上午,马斯克与美国前总统唐纳德·特朗普在 X 平台上进行了一场 Space 对谈,对谈持续了两个多小时,X 界面显示最多有 120 万人在线,而马斯克在 Space 中表示有超 6000 万人收听,Space 对人数的显示有限制。

对谈期间,因为马斯克一直习惯性用「yeah」回应特朗普,新上线的 meme 币 YEAH 在 20 分钟内市值突破 200 万美元,但在之后迅速下跌。

在这场 Space 中,马斯克先是解释了推特遭遇了大规模服务器网络攻击,然后从特朗普遇刺未遂开始聊起,谈到了非法移民、边境安全、经济挑战、全球安全等各种社会政治问题。对谈没有提到加密货币行业发展问题,但谈到了美国现任政府需要加强对人工智能产业的重视。BlockBeats 将 Space 对谈重点简要总结如下:

特朗普谈刺杀事件

特朗普详细描述了他所经历的一次暗杀未遂事件,称这一经历既不愉快又超现实。当时他耳朵受伤,出血较多,但在那种情况下,伤势已算是最好的结果。让他躲过致命一击的是一张「非法移民图表」,当子弹发射时,他因为看向这张图表而转头,避免了更严重的伤害。这张图表通常只在演讲的结尾阶段使用,但这次在演讲开头被放置在右侧展示,意外地救了他的命。

一名特勤局狙击手在约 400 码外击毙了枪手。然而,当地警察和安全部队之间的协调不力,使得枪手能够登上屋顶,给安全带来了隐患。尽管如此,特勤局表现得非常勇敢,一名特工在危急时刻跳到特朗普身上进行保护,确保了他的安全。同时,现场的群众也未发生踩踏等混乱情况,这在类似事件中非常罕见。

移民问题

特朗普表示,在其任期内,非法移民数量达到了历史最低点,这得益于「留在墨西哥」和「在墨西哥抓捕后释放」等有效政策。然而,现任政府取消了这些政策,导致非法移民数量激增,对美国的安全构成了威胁。特朗普强调了支持合法移民和关闭非法移民通道的必要性,批评当前政府在边境安全方面不够强硬,允许未经审查的非法移民进入美国,进而引发了一系列犯罪问题。特朗普还表示,某些国家如委内瑞拉甚至向美国输送罪犯,以减轻其国内的犯罪压力。

通过在德克萨斯州鹰关的亲身观察,特朗普目睹了大量移民跨越边境,许多移民看起来并不友好,且来自世界各地,不仅限于墨西哥。他警告,开放边境可能会导致多达 5000 万到 6000 万移民涌入,这对美国将是不可持续的。

为应对非法移民问题,特朗普宣布了美国历史上最大规模的驱逐行动计划,并表示当前有国家正在向美国输送非生产性人口和罪犯。此外,特朗普批评现任民主党领导人的无能,认为他们未能对全球独裁者形成有效威慑,导致了一系列全球性问题。特朗普强调,与普京和金正恩等全球领导人保持良好关系对于维持全球稳定至关重要。

美国经济问题

特朗普表示,美国目前正面临严峻的经济挑战,包括通货膨胀显著增加和能源价格大幅上涨,这些问题使得许多家庭难以负担日常生活开支。他将这些经济困境归咎于现任政府的政策,特别是其不可持续的能源政策,认为这些政策加剧了当前的经济困难。

在国防和政府效率方面,特朗普强调了他在任内对军队的重建,认为这是保障国家安全的关键。他提到自己通过谈判削减了空军一号的成本 16 亿美元,并主张成立一个政府效率委员会,以确保纳税人的资金得到合理使用。此外,他批评现任政府的过度支出和缺乏明智的法规管理,认为这些是导致通货膨胀的主要原因。

特朗普还提出了一系列应对措施,包括通过增加石油开采来降低能源价格,并警告现任政府在应对人工智能发展带来的能源需求方面准备不足。他还呼吁继续推进放松管制,减少不必要的法规,同时改革教育体系,将教育控制权移交给各州,以提高教育质量和效率。这些措施,他认为,对于促进经济复苏至关重要。

能源问题

特朗普还谈到了气候变化问题,他对气候变化持温和态度,主张在不妖魔化石油和天然气行业的情况下,推动可持续能源的发展,同时认识到化石燃料的必要性。他认为核能作为安全电力来源被低估了,值得重新考虑,而核扩散则是一个重大担忧,需要强有力的领导来防止。关于福岛核事故,特朗普表示,加州对核安全的担忧被夸大了,并提到向福岛捐赠了一个太阳能水处理系统以支持核安全改进。

现任政府

特朗普批评现任政府在多个方面的表现。他指责拜登政府利用法律诉讼和地方检察官对政治对手进行前所未有的打压,并对拜登的身体和精神健康表示担忧,同时批评卡马拉·哈里斯的极左政策和过往记录。他还表示,欧盟在贸易上利用美国,美国在北约中承担了不成比例的费用,并对乌克兰局势和财政贡献提出了讨论。

在技术进步方面,特朗普提到了一些潜在项目,如月球基地、火星任务和城市高速连接,同时强调了拉斯维加斯隧道项目的进展和对先进交通系统的需求。他还讨论了监管改革,批评 FDA 药物审批流程过于缓慢,强调「尝试权」立法的成功。

特朗普还对美国的安全和犯罪现状提出批评,指责骚乱和移民犯罪导致民众感到不安全,并表示暴力罪犯常常被无保释释放,而他本人却受到起诉。他认为这种不公正还导致了纽约正在失去企业。

Related Reads

Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

Morgan Stanley raised its price target for SanDisk (SNDK) from $1100 to $1750 on June 22, maintaining an Overweight rating. The upgrade is driven by AI inference demand reshaping the NAND market, particularly for KV Cache and context window storage in cloud data centers. These cloud clients exhibit price inelasticity and sign long-term contracts, granting SanDisk significant pricing power. SanDisk's New Business Model (NBM) agreements, covering over one-third of FY27 bit shipments with 3-5 year terms and fixed price/price collar structures, are crucial. They are projected to sustain gross margins around 80% even at floor prices, providing a buffer against cyclical downturns. Morgan Stanley forecasts gross margins to surge from 30.3% in FY25 to 86.7% in FY27e. With NAND supply expected to remain tight into 2026/2027 and cloud/data centers becoming the largest end-market, SanDisk holds supply-side pricing power. The company targets 15-19% bit growth via technology transitions, not capacity expansion. Revenue is projected to grow ~6.6x from FY25 to FY27, with EPS rising from $2.74 to $14.73, driven by high-margin cloud business. Key upside catalysts include faster enterprise SSD adoption and edge AI growth. Downside risks involve slower industry growth, competitor capex increases, market share loss, and competition from Chinese players like YMTC. The investment thesis rests on AI-driven structural demand, NBM's margin protection, and sustained supply tightness. The $1750 target implies ~28x FY27e P/E.

marsbit5m ago

Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

marsbit5m ago

A Threefold Performance Leap! NEAR Achieves 200ms Physical Block Time Limit with SPICE

NEAR's core development team, Near One, has announced its next major protocol evolution: SPICE (Separation of Consensus and Execution). Currently in development, SPICE represents the most significant upgrade before the full implementation of Nightshade 3.0. Its core innovation is decoupling the consensus layer, responsible for ordering transactions, from the execution layer, which processes them. This allows the consensus layer to run at full speed without waiting for transaction execution to complete. Once deployed, SPICE is projected to triple NEAR's block production speed, achieving a 200ms block time, which is considered the physical limit due to the speed of light and network latency. This leap will dramatically reduce transaction latency and finality, with transactions confirming in roughly 0.4 seconds—faster than a typical card payment. The upgrade also enables more complex, long-running transactions and significantly improves user experience for applications like NEAR Intents and near.com. Beyond raw speed, SPICE enhances network scalability and security. It enables deeper parallelism, efficiently distributing workload across shards and improving resource utilization. The simpler block structure and lighter contracts also facilitate formal verification and security auditing. Furthermore, SPICE lays the critical groundwork for future Nightshade 3.0 features, most notably atomic cross-shard transactions, which would simplify complex contract logic and eliminate development hurdles caused by asynchronous execution. The Near One team is actively developing SPICE, targeting deployment in the coming months.

Foresight News1h ago

A Threefold Performance Leap! NEAR Achieves 200ms Physical Block Time Limit with SPICE

Foresight News1h ago

Trading

Spot
Futures
活动图片