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SpaceX星舰第15次试飞成功返回海面,取消助推器回收

SpaceX Starship Launches on Key Test, Skipped Booster Catch

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SpaceX作为非上市巨头,其核心资产星舰的每一次重大试飞都直接影响其估值逻辑与IPO预期。本次试飞验证了分离与再入能力,同时明确了回收环节的失败,为投资者提供了关于公司技术进度与商业化时间表的关键事实,值得密切关注。

7654321. And we're now counting up with liftoff of the rocket just now clearing the tower. Ed, give us the play by play. At the launch of 33 Raptor engine. So far, everything's nominal. The next 90s Raptor chamber by a little bit. Uh oh. Uh, I think that's the moment where they're under the moment of a maximum aerodynamic pressure. You see that? Max queue for the eagle eyed? Of those of you looking on TV, it's where the air resistance is greatest.

7654321。随着火箭刚刚飞离发射塔,我们开始倒数升空。埃德,请给我们现场解说。33台猛禽发动机点火。到目前为止,一切正常。接下来的90秒内,猛禽燃烧室……哎呀。呃,我认为这就是他们承受最大气动压力的时刻。你看到了吗?给眼尖的朋友指一下。对于通过电视观看的各位来说,那就是空气阻力最大的时候。

Um, and then we'll get stage separation of those two parts of the starship system at around the two minute and 30 mark. Um, the real demonstration is about six minutes and 30s in part one, when the whole point of why we're observing this, they try and catch the booster, the first stage at the same tower, just lift it up with, uh, from it, with what they call the chopsticks. And then in 23 hours time, Joe, uh, after opening the, uh, um, and bringing it a very interesting trajectory and corridor over the Texas desert back to that same launchpad, the spacecraft two will try and be caught by by space.

嗯,然后我们将在星舰系统这两个部分大约两分三十秒时进行级间分离。真正的演示是在第一阶段的六分三十秒左右,这也是我们观察此次发射的主要原因:他们试图用所谓的“筷子”在同一个发射塔上捕获助推器(一级)。然后在23小时后,乔,呃,在经过一段非常有趣的轨迹和走廊飞越得克萨斯沙漠返回同一发射台后,飞船二将尝试被太空……

And what would be an absolute farce, no doubt. Yeah. Just incredible, uh, to think about the technical, logical advancement here. Of course. This is flight 15. Have they made any adjustments since flight 14 to better facilitate the attempt to catch, uh, both of these, uh, parts, or to make this all go smoother? Yeah, this is flight 15, but it's the 42nd iteration of the system. This is, uh, s 42, by the way. It's got the words Don't Panic Stenciled on the side desk and lifted from.

这无疑将是一场绝对的闹剧。是的。想到这里的技术和逻辑进步真是令人难以置信。当然。这是第15次飞行。自第14次飞行以来,他们是否对这两部分的捕获尝试或使整个过程更顺畅进行了任何调整?是的,这是第15次飞行,但这是该系统的第42次迭代。顺便说一下,这是S42。侧面印有“不要恐慌”的字样,并从……抬起。

I think given today, uh, that's about, uh, distribution and pain as we go through this process. If you guys are watching on Bloomberg Television, you'll see those, um, tiles right there on the left hand side of the screen. There are 18,000 of those ceramic heat proof tiles. And that really is each, um, mission. It's not just about going to be about, um, landing it safely, but the integrity of what is the heat shield.

我认为鉴于今天的情况,呃,这主要涉及我们在这一过程中的分布和痛苦。如果你们正在彭博电视台观看,你们会在屏幕左侧看到那些……瓷砖。有18,000块这种陶瓷耐热砖。而这确实每次任务……这不仅关乎安全着陆,还关乎热防护系统的完整性。

Those tiles make up the heat shield. That's a really big part of the engineering that goes into not just the rapid reusability. And we're about to have the stage separation. So I might pause for that. There we go. Can we hear the comms coming from. There we go. Successful stage separation hot stage. And we've got six ship raptors lit. We had a 32 engine boost back. We had one on the nominal But that is not going to be a concern for all of our landing maneuvers.

这些瓷砖构成了热防护系统。这是工程设计中非常重要的一部分,不仅是为了快速重复使用。我们即将进行级间分离。所以我可能会为此暂停一下。好了。我们能听到来自……的通讯吗?好了。成功完成级间分离,热级分离。我们有六艘飞船的猛禽发动机点火。我们有一台32发动机进行助推返回。我们有一台处于正常状态。但这不会成为我们所有着陆机动的问题。

So looking good there. That boost back burn is going to continue, uh, for just a couple of more seconds and we've got that shut down. So the booster has done its boost back shut down. It is now on its way back to us here at Star Base. Reminder there's the booster and the tower going to continue to do these automated checks. Make sure everything looks good. We do have the manual. Operator status is set to go for a booster return.

看起来状态不错。助推器的返航点火还将持续几秒钟,随后我们将执行关机程序。因此,助推器已完成其返航关机动作,目前正在返回位于星基地(Star Base)的我们这里。提醒一下,助推器和发射塔将继续进行这些自动化检查,以确保一切正常。我们已准备好手动操作,操作员状态已设置为执行助推器回收任务。

So we are currently expecting a super heavy booster in just about three minutes from now to hopefully come back here. We do have six Raptor engines lit on Starship. They're hopefully going to go for about another 4.5 minutes until they shut down power and turn on the space. All right. So we did have a couple of moments here, uh, before the main moment. I'm watching SpaceX shares in after hours trading. Uh, how important is success of this mission to the future, near-term future of this stock?

目前预计超级重型助推器将在大约三分钟后返回。我们希望星舰上的六台猛禽发动机继续燃烧约4.5分钟,直到它们关闭动力并转入太空模式。好的,在主阶段之前,我们有几个时刻要关注。我正在观察SpaceX股票在盘后交易中的表现。这次任务的成功对其股票在近期的未来有多重要?

Everything that SpaceX wants to do is predicated on Starship working and Starship being rapidly and fully reusable. So, you know, in the first instance, um, what SpaceX outlined in its IPO was, uh, a constellation of data centers in the form of satellites around the, uh. And Starship is, frankly, the only system that is capable of delivering that payload to orbit. Um, and again, this is, you know, Joe, I, I, uh, a lot of the audience may not be familiar with SpaceX, and they might say, what are you talking about, man?

SpaceX想要做的所有事情都取决于星舰的运作以及星舰能否实现快速且完全的可重复使用。因此,你知道的,SpaceX在其IPO中概述的首要事项是,构建一个由卫星组成的数据中心星座。而星舰,坦率地说,是唯一能够将这种有效载荷送入轨道的系统。再次强调,乔,我想很多观众可能不熟悉SpaceX,他们可能会问:你在说什么呢?

When I say, you know, the founding principle of this company was to make humankind a multi planetary species. And they really believe that. So whatever their commercial ambitions are for data centers in space and I. Elon Musk and his colleagues also do believe that Starship is the vehicle that gets humans to Mars. Um, so so its ability to work is important from that standpoint. They're also on the hook with NASA, right?

当我提到这家公司的创始原则是让人类成为多行星物种时,他们是真心相信这一点的。所以无论他们在太空数据中心方面的商业野心如何,埃隆·马斯克及其同事也坚信星舰是将人类送往火星的载具。因此,从这个角度来看,其工作能力至关重要。此外,他们还欠NASA的人情,对吧?

You know, the taxpayers should pay attention and look at what, um, SpaceX is obligated to provide for NASA in the United States in getting humans back to the moon. Um, because they sort of this people also play a role. Well, just about a minute away from this potential capture. Kaylee. Yeah. Of course. Uh, we're expected to see, uh, the heavy, uh, landing burn start in just about, I believe. 50s, uh, just after six minutes into this, uh, flight.

纳税人应该关注并审视SpaceX在美国承诺为NASA提供的服务,即帮助人类重返月球。因为在这个过程中,他们也扮演着一定的角色。嗯,距离潜在的捕获还有大约一分钟。凯莉。是的。当然。我们预计将看到重型助推器的着陆点火即将开始,我认为是在飞行开始后大约6分50秒左右。

And then they will catch it between the two chopsticks, as Ed has described for us. All of this, of course, Ed was launched from. And this landing will happen at Starbase, uh, in Boca Chica, Texas. With the aftermath of the midterms and Elon Musk not getting the candidates, uh, to victory he wanted in Texas, is there any conversation about Space X's future operations at this physical location, or should we expect that all of this is going to be coming from here in Cape Canaveral for the time being?

然后他们会像埃德为我们描述的那样,用两根筷子夹住它。当然,这一切都源于埃德的发射。这次着陆将发生在得克萨斯州博卡奇卡的星基地(Starbase)。鉴于中期选举的余波以及埃隆·马斯克未能让他在得克萨斯州支持的候选人获胜,我们是否有关于 SpaceX 在该物理地点未来运营的讨论?或者我们应该期待目前所有这些操作都将来自卡纳维拉尔角?

Yeah. You know, space. See, by what it would say, is it massively job creating enterprise, right. Not just in Texas but in Florida. They've just, uh, completed, uh, adjacent to their existing facilities, a new launch pad at Kennedy Space Center, um, where we're really. Well, there's the break. Yeah, I'll pause here and so we can see what happens. How about that? Once again, we are doing the. Yeah. Let's listen to the divert amazing 13 engines down to the five.

是的。你知道,太空事业。你看,根据它的说法,这是一个创造大量就业的企业,对吧。不仅在得克萨斯州,在佛罗里达州也是如此。他们刚刚在肯尼迪航天中心现有的设施旁边完成了一个新的发射台,嗯,在那里我们真的……好吧,这里有个停顿。是的,我会在这里暂停一下,以便看看接下来会发生什么。怎么样?再一次,我们正在做……是的。让我们听听那惊人的13台发动机减至5台的过程。

Now it'll drop down to three here shortly. Great. And we just got the sonic boom. Wow. Landing bird shut down. Wow. And successful splashdown of the super heavy booster back into the water off the coast. Everything looking great on the ship. Oh, wow. We could feel the rumble of that splash down there. So we'd add Ludlow. That was not a catch between the chopsticks and the water. And there was a sonic boom. Is that nowhere close?

现在它将很快降至三台。太棒了。我们刚刚听到了音爆。哇。着陆器关闭了。哇。超重型助推器成功溅落在海岸外的水中。船上的情况看起来都很棒。哦,哇。我们能感觉到那次溅落引起的震动。所以我们要加上卢德洛。那不是在筷子和水面之间夹住的。而且有一个音爆。这离得很近吗?

We're close to the end of the program, so answer Joe's original question. Why are we looking at the stock in after hours down 2%? Yeah, I don't know the technical reason, but they scrubbed the attempt to catch the booster because some technical reason. But there were obviously contingencies in place for a safe splashdown in the Gulf. And Bloomberg's Lauren Gross, she's on site, by the way, at Starbase, just sent me a message saying, wow, it just exploded in front of us.

我们接近项目的尾声,所以回答乔最初的问题。为什么我们在盘后交易中看到股价下跌了2%?是的,我不知道技术原因,但他们因为某些技术原因取消了尝试捕获助推器的行动。但显然已经制定了在墨西哥湾安全溅落的应急预案。顺便说一下,彭博社的劳伦·格罗斯就在星基地现场,她刚给我发了一条消息说,哇,它就在我们面前爆炸了。

So obviously there's a bit of disappointment here reflected in that late Friday after hours trade. Um, but now I guess we need to find out if they will try and attempt to catch the Starship spacecraft, which they've not yet ever done. You know, not attempt to back from a deorbit that was due to take place about 22 hours from now.

所以很明显,这种失望情绪反映在周五晚些时候的盘后交易中。嗯,但现在我想我们需要弄清楚他们是否会尝试捕获星舰飞船,因为他们从未这样做过。你知道,没有尝试从预计将在大约22小时后进行的离轨返回中回收。

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