中科宇航择机开展火箭可回收试验,商业航天发展提速;氮化镓AI算力中心取得新突破,市场空间望加速打开——《投资早参》

Market News - US stock indices closed mixed, with the Dow Jones down 0.07%, Nasdaq up 0.22%, and S&P 500 up 0.11%. Notable tech stocks showed varied performance, with Nvidia rising over 2% and Amazon and Apple falling over 1%. Meta's CEO announced significant cuts to the "metaverse" project, previously seen as a key growth area for the company [1] - International gold prices slightly increased, with spot gold up 0.16% at $4209.45 per ounce. Silver prices fell over 3% at one point, closing down 2.35% at $57.1 per ounce. London base metals showed mixed results, with LME copper down 0.47% at $11434.00 per ton and LME lead up 0.85% at $2016.00 per ton [2] - International oil prices rose, with WTI crude oil up 1.32% at $59.73 per barrel and Brent crude oil up 1.04% at $63.32 per barrel. European stock indices all closed higher, with Germany's DAX up 0.87% at 23899.33 points [2] Industry Insights - China's aerospace sector is advancing with the successful ground test of the "Liqi" engine, which has completed a total of 140 seconds of testing. The company plans to conduct suborbital flight tests soon, marking the beginning of a new era for reusable rockets in China. The satellite internet sector is expected to grow significantly, with the satellite communication industry projected to reach 200-400 billion yuan by 2030, with a compound annual growth rate of 10%-28% [3] - The release of a new gallium nitride (GaN) power module by the Jiufengshan Laboratory is expected to save nearly 300 million kWh of electricity annually, translating to approximately 240 million yuan in cost savings. The GaN market is projected to grow from 3.228 billion yuan in 2024 to 50.142 billion yuan by 2028, with a compound annual growth rate of 92.3% from 2019 to 2028 [4] - The Ministry of Industry and Information Technology of China emphasized the importance of advancing industrial internet innovation, integrating it with AI, 5G, big data, and cloud computing. The core industry scale of the industrial internet is expected to reach 23 trillion yuan by 2025, with a compound annual growth rate of over 18%. By 2030, the overall market size may exceed 55 trillion yuan [6]

Addsino -中科宇航择机开展火箭可回收试验,商业航天发展提速;氮化镓AI算力中心取得新突破,市场空间望加速打开——《投资早参》 - Reportify