纳斯达克中国金龙指数收涨2.08%；商业航天高景气延续，卫星互联网建设与发射节奏全面提速——《投资早参》

Market News - The three major US stock indices closed higher, with the Dow Jones up 1.04%, S&P 500 up 0.32%, and Nasdaq up 0.14%, with Nasdaq and S&P 500 reaching new historical highs [1] - Major tech stocks mostly declined, with Microsoft, Netflix, and Meta down over 1%, while AMD rose over 5% and Intel, Apple, and Amazon increased by over 1% [1] - Chinese stocks saw a majority increase, with the Nasdaq Golden Dragon China Index up 2.08%, and notable gains from Niu Technologies and Pony.ai [1] - International precious metal futures generally rose, with COMEX gold futures up 0.24% at $3407.00 per ounce and silver futures up 1.44% at $38.55 per ounce [1] - International oil prices fell, with WTI crude down 0.68% at $62.74 per barrel and Brent crude down 0.54% at $65.76 per barrel [1] - European stock indices closed higher, with Germany's DAX up 0.67%, France's CAC40 up 0.66%, and the UK's FTSE 100 up 0.19% [1] Industry Insights - China's commercial space sector is experiencing rapid growth, with a market size projected to increase from 9.2 billion yuan in 2020 to 310 billion yuan by 2024, reflecting a compound annual growth rate (CAGR) exceeding 100% [3] - The successful launch of multiple low-orbit satellite internet missions indicates a significant leap in China's satellite networking capabilities, with the Long March series rockets achieving a total of 588 flights [2][3] - The humanoid robotics industry is expected to see significant advancements, with a global humanoid robot competition scheduled in Beijing, showcasing 500 robots across various events [4] - The market for embodied intelligence, a branch of artificial intelligence, is projected to grow significantly, potentially exceeding 1 trillion yuan by 2026 [4] - A new superconducting quantum computing collaboration plan has been initiated in China, focusing on various cutting-edge research areas, with the potential for significant advancements in quantum technology [5][6] - The quantum technology market is expected to exceed $800 billion by 2035, with a CAGR of 59%, indicating a strong potential for growth in quantum communication and computing sectors [6]