
一 | BANGKOK -- The first group of Thai workers evacuated from Israel after the past few days’ bloody events in southern Israel and Gaza arrived Thursday in the Thai capital of Bangkok, greeted by anxious relatives and senior officials.Hamas militants stormed through a border fence Saturday and killed hundreds of Israelis in their homes, on the streets and at an outdoor music festival. The Israelis have responded with punishing airstrikes and preparations for a possible ground invasion. The conflict has claimed at least 2,600 lives on both sides, including some Southeast Asian workers living in Israel.The 41 Thais who returned home on a commercial flight of the Israeli airline El Al included two men wounded in the violence who had to use wheelchairs to exit the aircraft.Farm laborers from Thailand seek work in more developed countries where there is a shortage of semi-skilled labor — at wages considerably higher than they can earn at home.Tens of thousands of workers in Israel from nations including Thailand and the Philippines send their earnings home to support their families. That money also helps to fire up their native countries’ economies.But the appearance of Thais and Filipinos on the lists of dead, wounded and missing in the past few days is a reminder that foreign workers toil in peril of their lives.About 30,000 Thais are working in Israel, according to the Thai Foreign Ministry, and about 5,000 of them live in the southern area near the border with Gaza.One of them, Katchakorn Pudtason, said his employer at the farm where he worked initially herded all his workers into a bunker when Saturday's attacks took place, but after they left it for lunch they could still hear shooting. As they were being driven back to their workplace, Katchakorn heard more gunshots and felt something hit his knee, he said.“I thought it was a rock but it went through. So I hit the truck and told the driver to drive away,” he said. He added that he was one of four people in the vehicle who suffered injuries that day. He was one of the two returnees who had to use a wheelchair.Thailand's Cabinet ministers for labor, defense and foreign affairs were at Bangkok's international airport for the evacuees' arrival. The government has vowed to look after the evacuees' physical and mental well-being.Foreign Minister Parnpree Bahiddha-Nukara said 5,990 Thais have registered to be evacuated and officials are working around the clock to accommodate them.“We need a Plan B to take out as many people as possible,” said Defense Minister Suthin Klangsaeng. “We will use military aircraft to evacuate people from the high-risk area to a third country, such as (the United Arab Emirates).”The number of Thais affected by the tragedy stood out in lists of non-Israeli nationals affected by the violence: Thailand’s foreign ministry Thursday said 21 Thais are believed dead and 14 wounded. Sixteen were believed to have been taken hostage.Survivor Chatree Chasri left his home in northeastern Thailand in 2019 to work in Israel as an agricultural laborer to pay off debts and provide for his wife and two children back home in Nakhon Phanom. Foreign work is a common path for Thais from the country’s economically disadvantaged rural areas, especially the northeast.Working under a government-to-government agreement, the 38-year-old has been farming tomatoes and cauliflower for the past four years in the southern Israeli town of Mivtahim, less than 10 kilometers (6 miles) away from Israel’s border with Gaza.Despite the occasional shelling and rocket attacks that sent him running for cover, his life at the farm had been OK until Saturday, he said from Israel in a phone interview with The Associated Press. Now he says he wants to come home, and never go back to Israel.Chatree was shot several times in his hip shortly after Hamas launched its rocket attacks and shock ground offensive into southern Israel, killing hundreds of people and capturing more than 100 who were hauled back to Gaza as hostages.Chatree was using a toilet at the farm where he works with other foreign laborers when he suddenly heard gunshots.“The sounds came closer and bullets went through the wall of the toilet,” he said, recalling the moment he was hit. He then saw two gunmen making their way into the workers' living quarters and open fire, so the workers fled outside to hide.Vibhavadi Vannachai, a Thai expatriate who has lived in Israel for nearly two decades and is coordinating with Israeli authorities to help the Thai workers, fears the number of victims may rise.Vibhavadi, originally from Nong Bua Lamphu province in Thailand’s northeast, works as an interpreter in a legal office whose cases mostly involve resolving disputes between Thai workers and their employers.She said abuse and violations of their rights are common, with many bound by years-long contracts but cheated of their wages. Many are forced to work long hours and are beaten if they refuse. Some have to live in “quarters that are not fit for human beings,” she said.Vibhavadi helped find temporary accommodations for Chatree and Padoong Bootmo, a 26-year-old Thai worker shot on Saturday who said the potato and yam farm where he works in Yesha was raided twice by gunmen and then burned down. Padoong said in a phone interview he had been able to send 40,000 baht ($1,100) home each month. He might under the best of circumstances make less than half that doing the same job in Thailand, but he said he doesn’t want to stay in Israel anymore.The killing of at least two Filipino foreign workers underscored the threats also faced by those workers in Israel. About 30,000 Filipinos live and work in the country many as caregivers who look after the elderly, the ill and those with physical disabilities, according to the Philippines' foreign ministry. The huge income they send back home, which last year amounted to an all-time high of $36.14 billion, has helped keep the country’s fragile economy afloat.One of the two Filipinos killed Saturday was a caregiver who was shot with her employer inside their house by Hamas gunmen, according to the Philippines Embassy in Israel. The other was killed under still-unclear circumstances.At least three Filipinos remain missing, embassy officials have said.Still, Foreign Undersecretary Eduardo de Vega said Wednesday that no Filipino has asked to be repatriated from Israel. Jeremiah Supan, a 34-year-old Filipino caregiver in Israel, told The Associated Press in a telephone interview Wednesday that he made it clear to Philippines officials he did not want to return home. As the family breadwinner, he sends his earnings home to enable his 10-year-old son to remain in school and sustain other loved ones."The rocket firings continue” Supan said. “But if I leave, all that assistance that I send to my family back home will be lost.”___Gomez reported from Manila. Associated Press writer Grant Peck contributed.。 财联社7月21日讯(编辑 李莹)SpaceX将公布其上市以来的首份财报。投资者需重点关注财报哪些核心指标?财报公布后解禁的股份会遭到市场抢购,还是出现抛售踩踏? SpaceX宣布将于2026年8月4日(周二)美股收盘后发布2026年第二季度财报。 这份二季度财报不仅是SpaceX登陆纳斯达克后,市场首次完整窥见公司真实财务基本面的官方窗口,财报落地还将触发金融史上规模巨大的一批内部限售股解禁。 据SpaceX分阶段限售协议,首批符合解禁条件的内部人士与全体员工所持股份中的20%(合计最高9.115亿股),将在本次二季度财报发布后的第二个交易日解除限售。

二 | 按当前每股119.85美元的最新股价测算,本次一次性解禁股份对应的流通市值约1092亿美元,约为SpaceX基础IPO募资总额750亿美元的1.45倍;对比来看,本次新增可流通筹码体量超过IPO对外发行的全部公众流通股,潜在抛压巨大。

三 | 财报核心看点 SpaceX需向市场证明,公司在星舰迭代研发与AI算力基建上的数十亿美元巨额开支,可由星链与发射业务强劲的经营性现金流所覆盖,从而支撑自由现金流的动态平衡。 星链盈利能力与用户增长: 星链是SpaceX商业收入的核心增长引擎。

四 | 投资者重点应跟踪两大指标:全球新增用户总量与单用户平均收入(ARPU)。 由于星链业务向新兴市场低价下沉,ARPU 存在下滑压力,投资者需要验证:用户规模扩张带来的规模效应能否对冲单价下行,从而持续抬升星链业务的毛利率。 猎鹰9号发射业务与星舰研发投入: 猎鹰9号成熟的复用发射业务单机毛利率超70%,占据全球商业发射绝大部分份额,是公司稳定的“现金牛”。 然而,整体航天板块的自由现金流与净利润受星舰大额研发支出与资本开支拖累。评估重点在于区分猎鹰常规发射的经营性现金流造血能力,能否有效覆盖星舰的持续投入。 xAI算力基建资本投入:随着SpaceX于2月完成对xAI的收购,AI板块已成为集团当前最大的“现金消耗板块”。2026年一季度,AI 基础设施单季资本开支达77.2亿美元,占集团总资本投入的76%。 目前,市场亟需从财报与更新的招股书中厘清地面超算基地与卫星轨道算力配套的中长期资本支出节奏,并评估Grok大模型在企业级付费与商业化变现上的落地进度。 业绩指引与市场估值匹配度:当前该股估值处于行业高位区间,SpaceX必须交出亮眼的营收增速,同时给出清晰、可持续的现金流兑现路径,才能支撑长期估值逻辑。 业内指出,8月4日将成为SpaceX发展历程中的关键分水岭。若管理层交出强劲经营数据、明确长期业绩指引,且星链毛利率持续改善,市场买盘或足以消化员工与早期投资者集中抛售带来的海量新增流通筹码。

五 | 反之,若财报不及市场预期,基本面走弱叠加近1100亿美元新增可流通股份的双重压力,将持续拖累SpaceX整个夏末阶段的股价表现。

六 | 解禁安排细则 第一批次:2026年8月二季度财报发布后第二个交易日,员工与早期投资者所持股份的20%无条件解除限售。 该批次内,一定的价格条件会触发附加批次。若财报披露前连续10个交易日内,有5个交易日股价站稳175.50美元上方,可同步额外解禁10%股份(约4.558亿股)。

七 | 基于现在的股价情况,业内普遍推断较难触发该附加批次。 第二批次:自IPO上市后第70天(8月21日)起解禁7%股份(约3.2亿股)。 第三至第六批:2026 年下半年固定间隔分批解锁,分别为上市后 90/105/120/135 天,每批释放7%股份。 (财联社 李莹)。

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