【研报行业】阿里、理想、三星、Meta纷纷入局！这个AI端侧赛道迎来巨头混战，供应链投资机会浮现

Core Insights - The establishment of a dedicated regulatory body for the commercial aerospace industry in China marks a significant development for the sector [1] - The commercial rocket industry chain has seen an overall increase of approximately 5%, with specific stocks like Aerospace Power and Aerospace Electronics rising around 10% [1] Group 1: Commercial Aerospace - The National Space Administration has recently set up a Commercial Aerospace Department, indicating a move towards specialized regulation in the commercial aerospace sector [1] - The establishment of this department is expected to facilitate the growth and development of the commercial aerospace industry in China [1] Group 2: AI and Supply Chain Opportunities - Major companies such as Alibaba, Li Auto, Samsung, and Meta are entering the AI terminal market, leading to increased competition in the AI edge computing sector [1] - This competition is expected to create investment opportunities within the supply chain [1] Group 3: Non-ferrous Metals Sector - The prices of gold, copper, and aluminum are experiencing a synchronized increase, suggesting an optimal time for investment in the non-ferrous metals sector [1] - Institutions are predicting a year-end rally for gold and copper, supported by three core logical factors and a list of four key investment targets [1]