中信证券：科技巨头争相布局，太空算力逐渐成为共识

Core Viewpoint - The report from CITIC Securities highlights the gradual advancement of the global industrialization process of computing satellites as a new infrastructure for computing power, with domestic policy details emerging to lead the way [1] Group 1: Global Trends - Technology giants are increasingly investing in space computing, indicating a growing consensus on the importance of space computing [1] - The acceleration of satellite constellation launches in China is contributing to the faster industrialization of computing power [1] Group 2: Domestic Policy - The National Space Administration of China has issued the "Action Plan for Promoting High-Quality and Safe Development of Commercial Space (2025-2027)", which further clarifies the details of the policy [1] - The report suggests paying attention to companies related to computing satellites in light of these developments [1]