卫星导航板块盘初冲高，上海港湾2连板

Group 1 - The satellite navigation sector experienced an initial surge, with Shanghai Port Bay achieving two consecutive trading limits, and Aerospace Hongtu rising over 10% [1] - Related ETFs showed positive performance, with the Communication Equipment ETF (159583) increasing by 0.55% and a trading volume of 7.85 million yuan, while the 5G Communication ETF (515050) had a trading volume of 15.10 million yuan [1] - According to Founder Securities, space-based data centers are expected to address AIDC energy bottlenecks due to their low operating costs, high power generation capacity, and rapid deployment speed, making them a key solution in the future [1] Group 2 - Huaxi Securities highlighted that the low-cost, resource-rich, and spacious characteristics of space computing provide a stable long-term profit model for commercial aerospace [1] - The industry is currently transitioning from "sky sensing and ground computing" to "sky computing in the sky," with plans for global coverage of space computing networks as network deployment progresses [1]