Sugon(SH:603019) Mei Ri Jing Ji Xin Wen·2025-09-07 23:17Group 1: Deep Space Economy - The concept framework of "Deep Space Economy" was introduced at the first Deep Space Economy and Industry Development Conference, predicting a global scale of $1 trillion by 2040 [1] - In the next 1-5 years, the aerospace industry is expected to complete large-scale low-orbit internet, navigation enhancement, and high-resolution Earth observation satellite constellations, providing convenient and stable space application services [1] - Over the next 5-10 years, the space industry will gradually expand from low-orbit to medium-high orbit and deep space, promoting the sustainable growth of the space economy through efficient utilization of space resources and energy [1] Group 2: AI Computing Architecture - The first domestic AI computing open architecture was launched at the 2025 World Intelligent Industry Expo, involving over 20 companies in the AI industry chain [3] - The AI supercluster system supports 96 acceleration cards per cabinet, achieving a hundred P-level AI computing power, with the potential for large-scale expansion up to one million cards [3] - This initiative aims to break down computing silos, lower development barriers, and accelerate the innovation and industrialization of applications like large models, enhancing China's autonomous AI computing infrastructure [3] Group 3: AI Market Trends - CITIC Securities indicated that the current "slow bull" market has entered a consolidation phase, with mild index corrections and a long consolidation period observed in previous bull markets [2] - The core logic of the current AI computing theme has not been disproven despite recent market fluctuations, suggesting continued investor interest in high-quality stocks aligned with industry trends [2] - Investors are advised to approach market volatility rationally and focus on opportunities during the consolidation phase [2]