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干嘛呢哥们儿
✅ 正面：AI 业务已成第一大收入来源，Q3 净利润 44 亿美元，公司正式扭亏。Starlink 用户达 1360 万，消费者月均收入提升至 69 美元。
⚠️ 隐忧：资本支出单季 196 亿美元，自由现金流仍承受巨大压力。分析师预计其资本投资将从今年约 700 亿暴增至 2028 财年的 1974 亿美元，债务从 2025 年的 507 亿飙升至 2029 年的 3500 亿美元。这意味着利润表好看，但现金流表依然很重。#SpaceXQ3营收大增161%，AI业务成增长主力
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