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SpaceX上市后首份财报 营收近翻倍但仍亏损

2026年8月5日 22:04 / 联合早报

SpaceX星舰飞船与第三代“超级重型”助推器7月24日从美国得克萨斯州星基地升空，展开第13次试飞。 （路透社）

美国太空探索技术公司SpaceX上市后公布首份季度业绩，第二季营收同比增长92%至78亿美元（近100亿新元），但仍录得5亿4100万美元净亏损。

美国广播公司报道，SpaceX星期二（8月4日）公布，截至6月底的第二季度净亏损较去年同期的约10亿美元收窄近一半；经调整息税折旧及摊销前利润则增长近两倍，达到35亿美元。

营收增长主要受星链卫星互联网及人工智能（AI）业务带动。星链所属的连接业务收入增长66%至42亿9100万美元，营业利润增加79%至16亿5600万美元；AI业务收入则激增逾两倍至25亿6100万美元。

不过，SpaceX仍大举投资AI数据中心、星舰研发及新一代星链网络，研发和资本开支持续攀升。公司第二季AI相关研发成本同比增加超过10亿美元，太空业务也因持续投入星舰研发而扩大亏损。

SpaceX股价星期二在常规交易时段上涨超过9%，但财报公布后盘后下跌逾6%，反映投资者虽看好营收增长，但仍关注公司何时实现盈利。SpaceX股价自6月上市后曾一度升至225美元，但随后大幅回落。

市场也关注SpaceX的上市锁定期星期四届满，届时超过9亿股内部人士持股将可进入市场交易，市场流通股增加，可能进一步加剧股价波动。

El-Sayed calls for unity after tight Michigan Senate race: “There’s a lot of healing to do after a hard-fought primary like this”

August 5, 2026 / 10:03 AM EDT / CBS News

Former Michigan health official Abdul El-Sayed, who is now projected to win the state’s Democratic Senate primary, said Wednesday that “there’s a lot of healing to do after a hard-fought primary like this.”

“But I have said that this is a big open movement. We welcome anybody and everybody who understands that we need a government of the people, by the people, and for the people,” El-Sayed said on “CBS Mornings.”

El-Sayed, 41, has been locked in a heated primary against Rep. Haley Stevens in the Great Lakes State for the Democratic nomination in a key Senate contest. El-Sayed’s campaign declared victory earlier Wednesday morning.

El-Sayed said he and Stevens had not had a chance to speak yet, adding, “We’ve got to bring the party together, and I know both she and I are committed to doing that.”

“We’ve only got 13 weeks to beat a guy who has no business being in the U.S. Senate, and so I’m looking forward to that conversation,” El-Sayed said. “I’m grateful for the hard-fought race that we had, and the things that united us, and the things that unify us are so much bigger than any of the things that divided us.”

The winner of the primary will face off against former Rep. Mike Rogers in November, who ran unopposed in the primary after narrowly losing to Sen. Elissa Slotkin in the 2024 race for Michigan’s other Senate seat. Michigan, traditionally a Democratic state which hasn’t elected a Republican to the Senate since 1994, has voted for President Trump twice. The seat is among a handful that Democrats are defending this cycle, which are crucial to determining the party that controls the chamber.

El-Sayed said his campaign set out from its start to “build a movement — to get money out of politics, put money in your pocket, pass Medicare for All.”

“Mike Rogers is a guy who wants to put more money in politics,” El-Sayed claimed. “So I think the things that bring us together are so much bigger. And the focus that we need to have to take on Mike Rogers and the Trumpism that he’s chosen to represent are the things that are going to bring us together.”

While El-Sayed, who ran on a leftist platform, secured the backing of prominent progressives in the Senate primary, his opponent was backed by many national Democrats, who pitched the more moderate candidate as more electable. Asked about his message to national Democrats who didn’t support him, El-Sayed said, “We have an opportunity right now to remember what it is that we’re up against,” citing the Trump administration.

“Whatever we may differ on, it is so much smaller than what we agree on,” he added. “So I’m looking forward to locking arms to defeat Mike Rogers and to beat Trumpism, to hold him accountable for the next several years, and to elect a president who believes in the value of democracy and wants to take on the responsibility of providing people healthcare and standing up for things like good schools and opportunity in our country.”

El-Sayed added, “I hope that today we can come together.”

联合国：强厄尔尼诺恐令4900万人陷粮食危机

2026年8月5日 22:30 / 联合早报

厄尔尼诺现象可能引发干旱、洪灾和气温波动，威胁全球农业生产与粮食供应。图为秘鲁瓦乔附近农场的蓝莓正值采收期。 （彭博社）

联合国世界粮食计划署警告，强厄尔尼诺现象可能在明年底前，使全球近4900万人新增陷入严重粮食不安全。届时，45个较脆弱国家面对严重缺粮的人数，恐增加22%，达到2亿7400万人。

路透社报道，世界粮食计划署星期三（8月5日）发布报告说，本轮厄尔尼诺发展成“非常强”事件的可能性达81%，太平洋海面温度已升至1982年以来最高水平。，强度甚至可能创1950年以来之最。

中美洲和南部非洲预计受影响最严重，粮食不安全人口可能分别增加83%和近75%。南部非洲、南美洲及加勒比地区预计各有逾1200万人新增陷入缺粮。

厄尔尼诺可能导致南部非洲干旱、亚洲部分地区季风延迟，并加剧其他地区降雨失常。东非、萨赫勒、中美洲和加勒比部分地区预计降雨不足，南亚和东南亚也可能面对干旱、季风不稳及局部洪灾，冲击农业生产。

世界粮食计划署呼吁各国及早准备，并扩大预警和援助。目前，相关计划已覆盖18个国家，今年已向超过130万人提供现金及其他援助。

联合国：强厄尔尼诺恐令4900万人陷粮食危机

2026年8月5日 22:30 / 联合早报

厄尔尼诺现象可能引发干旱、洪灾和气温波动，威胁全球农业生产与粮食供应。图为秘鲁瓦乔附近农场的蓝莓正值采收期。 （彭博社）

联合国世界粮食计划署警告，强厄尔尼诺现象可能在明年底前，使全球近4900万人新增陷入严重粮食不安全。届时，45个较脆弱国家面对严重缺粮的人数，恐增加22%，达到2亿7400万人。

路透社报道，世界粮食计划署星期三（8月5日）发布报告说，本轮厄尔尼诺发展成“非常强”事件的可能性达81%，太平洋海面温度已升至1982年以来最高水平。，强度甚至可能创1950年以来之最。

中美洲和南部非洲预计受影响最严重，粮食不安全人口可能分别增加83%和近75%。南部非洲、南美洲及加勒比地区预计各有逾1200万人新增陷入缺粮。

厄尔尼诺可能导致南部非洲干旱、亚洲部分地区季风延迟，并加剧其他地区降雨失常。东非、萨赫勒、中美洲和加勒比部分地区预计降雨不足，南亚和东南亚也可能面对干旱、季风不稳及局部洪灾，冲击农业生产。

世界粮食计划署呼吁各国及早准备，并扩大预警和援助。目前，相关计划已覆盖18个国家，今年已向超过130万人提供现金及其他援助。

美媒：美国增派情报人员 加大对古巴施压

2026-08-05 22:47 / 联合早报

消息称，美国近期向古巴增派间谍等情报“资产”，这是“可能为美国军事入侵铺路的关键战略步骤”。 （法新社）

知情人士称，美国近期向古巴增派情报人员，加大力度开展情报活动。此举引发外界对美国可能进一步加大对古巴施压力度的猜测。

美国《政治报》4日引述一名匿名知情人士称，美国近期向古巴增派情报人员及其他情报资源，这是“可能为美国军事行动铺路的关键战略步骤”。另一名匿名知情人士说，此举意味着美国中央情报局加强在古巴的“存在感”，美国“将动用包括情报界资源在内的所有常规工具”向古巴施压。

报道称，美国在对他国开展军事行动前，通常先加大情报活动力度。不过，上述知情人士强调，美国对古巴的军事入侵计划“还远未成形”。

此外，美国政府近期重点是解决伊朗问题，同时也加大了对古巴的施压，包括加强能源制裁。两名知情人士称，美国无需等伊朗问题解决后再对古巴采取行动，古巴是美国国务卿鲁比奥的“高度优先事项”。

报道还说，数十年来，美国一直在古巴开展情报活动。但近年来，美国中情局等情报机构在古巴的工作受阻，部分原因是所谓“哈瓦那综合征”事件导致在古巴人员缩减。

美国长期对古巴实施经济、金融封锁和贸易禁运。今年对委内瑞拉、伊朗发起军事行动后，美国总统特朗普威胁称，“下一个是古巴”。

Sen. Tammy Baldwin pushes Pentagon to release probe of Iranian attack that killed 6 U.S. troops in Kuwait

August 5, 2026 / 10:00 AM EDT / CBS News

By Michael Kaplan Reporter and Producer
Michael Kaplan is an award-winning reporter and producer for the CBS News Investigative Unit. He specializes in securing scoops and crafting long-form television investigations. His work has appeared on “60 Minutes,” CNN and in The New York Times.

Read Full Bio

For weeks, the Pentagon has refused to disclose the findings from the Army’s investigation into the deadliest attack against U.S. troops during the Iran War. Now, a key Senate Democrat is calling on military leaders to release the more than 350-page report stemming from the probe.

“I now request you immediately release the findings of that investigation publicly and provide Congress with a copy of the full investigation, all underlying documentation, and any additional classified review of the attack,” Democratic Sen. Tammy Baldwin of Wisconsin wrote to the head of U.S. Central Command in a letter obtained by CBS News.

Six Americans were killed and dozens more were injured in the March 1 strike at a U.S. command post in Kuwait, one of several U.S.-allied countries in the Persian Gulf region that was targeted by intense Iranian missile and drone attacks after the U.S. and Israel launched Operation Epic Fury.

In July, the Pentagon completed a monthslong review of the incident, and Army leaders briefed families of the fallen soldiers on their findings. Sources familiar with the briefing said military officials described the probe’s findings, but did not assign blame or comment on any decision-making mistakes.

Several soldiers told CBS News they hoped the investigation would include a performance review of the commanders of the Iowa-based 103rd Sustainment Command, whom they blamed for ordering the troops to deploy to the Kuwait command post weeks before Operation Epic Fury, despite what many of the soldiers believed were known concerns.

A Defense Department spokesperson did not respond to a request about when the Pentagon intended to release the report.

Even before the Army’s probe was underway, a CBS News investigation began shedding light on what several survivors of the attack described as “strategic failures” ahead of, during and after the strike.

One day after the deadly strike, Defense Secretary Pete Hegseth described the Iranian drone as a “squirter” — suggesting that the drone had managed to slip past the defenses of a fortified unit inside Kuwait.

In April, one of the injured soldiers told CBS News that “painting a picture that ‘one squeaked through’ is a falsehood.” The soldier said the unit was “unprepared to provide any defense for itself. It was not a fortified position.”

Other witnesses to the attack said there were multiple warnings related to force protection ahead of the unit’s February move to the Port of Shuaiba position. Soldiers later told CBS News that military leaders had seen intelligence showing Iran was targeting their position in Kuwait. Those reports sparked an investigation from Senate Democrats.

Wounded soldiers also told CBS News that military leaders ignored requests for additional medical supplies ahead of the attack, and they accused the Pentagon of downplaying their injuries in the aftermath. The Defense Department previously denied those claims.

In her letter, Sen. Baldwin requested that CENTCOM provide “an explanation on why U.S. military medical care was not immediately available to soldiers.”

美媒：美国增派情报人员 加大对古巴施压

2026-08-05 22:47 / 联合早报

消息称，美国近期向古巴增派间谍等情报“资产”，这是“可能为美国军事入侵铺路的关键战略步骤”。 （法新社）

知情人士称，美国近期向古巴增派情报人员，加大力度开展情报活动。此举引发外界对美国可能进一步加大对古巴施压力度的猜测。

美国《政治报》4日引述一名匿名知情人士称，美国近期向古巴增派情报人员及其他情报资源，这是“可能为美国军事行动铺路的关键战略步骤”。另一名匿名知情人士说，此举意味着美国中央情报局加强在古巴的“存在感”，美国“将动用包括情报界资源在内的所有常规工具”向古巴施压。

报道称，美国在对他国开展军事行动前，通常先加大情报活动力度。不过，上述知情人士强调，美国对古巴的军事入侵计划“还远未成形”。

此外，美国政府近期重点是解决伊朗问题，同时也加大了对古巴的施压，包括加强能源制裁。两名知情人士称，美国无需等伊朗问题解决后再对古巴采取行动，古巴是美国国务卿鲁比奥的“高度优先事项”。

报道还说，数十年来，美国一直在古巴开展情报活动。但近年来，美国中情局等情报机构在古巴的工作受阻，部分原因是所谓“哈瓦那综合征”事件导致在古巴人员缩减。

美国长期对古巴实施经济、金融封锁和贸易禁运。今年对委内瑞拉、伊朗发起军事行动后，美国总统特朗普威胁称，“下一个是古巴”。

North Carolina Republican Edwards drops reelection bid after sexual harassment allegations

August 5, 2026 12:56 PM UTC / Reuters

U.S. Representative Chuck Edwards (R-NC) attends a hearing on the Trump administration’s 2027 budget request, on Capitol Hill in Washington, D.C., U.S., April 15, 2026. REUTERS/Evelyn Hockstein Purchase Licensing Rights, opens new tab

WASHINGTON, Aug 5 (Reuters) – Republican U.S. Representative Chuck Edwards of North Carolina said on Wednesday he was dropping his bid ​for reelection, after a House Ethics Committee recommended a ‌censure following allegations of sexual harassment.

“After much prayer and reflection, I’ve decided to withdraw from my re-election campaign. I will complete my ​current term,” Edwards wrote in an early morning ​X post that did not address the allegations ⁠or the committee report.

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His announcement followed an Ethics Committee ​report that found he had “engaged in persistent unprofessional and ​inappropriate conduct towards two young female staffers.”

That included giving them lavish gifts, making comments about their appearance, inviting them to intimate dinners ​and vacations.

While the committee found no evidence that Edwards ​had sexual relations or explicitly propositioned any women he employed, the ‌report ⁠said, his behavior led to rumors and innuendo and made the two staff members uncomfortable.

Edwards denied that his conduct was intended as sexual or romantic in nature, the ​committee said.

The ​staffers, it said, “were ⁠put in an untenable position by virtue of his status as their boss and ​a Member of Congress. Representative Edwards was ​at ⁠minimum blind to that reality, and at worst, dismissive of the impact his inappropriate conduct had on the careers ⁠and wellbeing ​of two women on his ​staff.”

It was not clear who would replace Edwards on the Republican ballot ​in November’s congressional election.

Reporting by Doina Chiacu; editing by Deepa Babington

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中国出台多项对美反制措施 分析：中美摩擦升级空间有限

2026年8月5日 23:16 / 联合早报

中国商务部8月5日宣布，即日起加强无人机及其关键零部件和技术对美出口管制，逐案从严审核。图为今年4月，美国新泽西州公交公司操作一架大疆无人机进行应急响应演习，为美加墨世界杯做准备。 （路透档案照）

美国政府过去一周接连出手制裁中国企业后，中国商务部星期三（8月5日）宣布一系列反制措施，包括加强无人机相关物项对美出口管制、将七家美国实体列入反制清单等。但受访学者预计，在下月的两国元首峰会召开前，中美经贸摩擦进一步升级的空间有限。

美国联邦通信委员会（FCC）7月28日将中国具领导地位的机器人和电力逆变器等产品，纳入进口管制清单。三天后的7月31日，美国国土安全部又将43家中企列入《防止强迫维吾尔人劳动法》实体清单，是这份黑名单历来规模最大的扩增。

中国商务部星期三宣布，即日起加强无人机及其关键零部件和技术对美出口管制，逐案从严审核；将应用DNA科学公司等六家“协助支持美国涉疆非法制裁”的美国实体，以及协助支持FCC采取“涉华消极措施”的美国合规性测试公司（Compliance Testing LLC）列入反制清单，禁止中国境内组织或个人与他们交易或合作。

中国商务部还对装有外国系统软件的进口打印复印办公设备发起对外贸易国家安全调查，这是中国首例外贸国安调查。此外，官方也暂停中国强制性产品认证（CCC认证）指定机构委托在美认证机构实施的工厂跟踪检查。

中国商务部以新闻发言人答记者问形式发表声明，谴责FCC持续泛化国家安全概念，“一而再、再而三出台涉华限制性措施”；并指美国“置中方多次交涉于不顾”，在7月30日中美经贸牵头人视频通话之后，又将40余家中国实体列入实体清单；中国只能采取必要反制措施予以回应。

发言人强调，中国的反制措施“总体上是克制的”，要求美国立即撤销有关措施，停止错误做法，回归通过协商和合作解决分歧的轨道。“如美方执意出台新的对华限制性措施，中方将进一步反制。”

彭博社本周引述消息人士报道，FCC正起草一份新禁令，禁止美国进口新机型的中国数据中心组件，包括利用光纤技术来传输和接收数据的光收发模块。

美国众议院中国问题特设委员会星期二（8月4日）发布报告，指美国电信运营商与中国电信企业间存在未受监管的连接路径，这一漏洞将美国电信系统暴露于网络安全风险中。路透社引述知情人士称，FCC的新禁令被视为对上述报告的回应。

消息引发中国A股光模块概念股星期三盘中震荡，全球最大光模块供应商之一的中际旭创股价一度下跌14%，全天滑落7.3%；另一家光模块龙头新易盛盘中跌破10%，最终收跌5.3％。

新加坡管理大学李光前商学院金融学副教授傅方剑向《联合早报》分析，中国本轮反制力度属于“可进可退”；无人机出口管制等措施将对美国造成实质性打击，“但中国会不会严格执行，要看美国接下来的反应”。

南洋理工大学拉惹勒南国际研究院副教授李明江受访时指出，中国没有祭出稀土管制等对美国威胁性更大的措施，表明北京并不希望事态升级，尤其是在中美元首峰会前夕。

李明江研判，本轮经贸摩擦不会对9月的中美高层互动产生太大负面影响。“当前中美关系就是在竞争框架下尽量管控矛盾和摩擦升级，而元首峰会是最有效的管控机制。”

傅方剑也预计，中国国家主席习近平下月底访美前，中美经贸团队还将持续谈判，为两国元首峰会达成协议铺路。“但谈判过程往往充满博弈和斗争，双方的制裁和反制也是博弈的筹码。”

Progressive Abdul El-Sayed will win Michigan Democratic Senate primary

10:07 AM EDT, Wed August 5, 2026 / CNN

Abdul El-Sayed’s narrow victory in the Michigan Democratic Senate primary over Rep. Haley Stevens deals a blow to the party establishment and hands progressives a major primary win in a battleground state critical to the party’s chances of taking back control of the upper chamber of Congress.

1:36 • Source: CNN