中信证券：空间算力进一步打开行业天花板 为相关产业链带来巨大的发展契机

Core Viewpoint - OpenAI is seeking to establish, invest in, or acquire a rocket company to compete in the space computing sector against Elon Musk [1] Industry Summary - Major US tech giants are beginning to invest in space computing, recognizing its significant commercial value [1] - The entry of China's StarNet and G60 Qianfan constellation into mass launch phases, along with the operationalization of Hainan's commercial space launch site and commercial launch vehicles, is leading to a new era in commercial aerospace characterized by high capacity and low costs [1] - The space computing sector is poised to unlock a trillion-dollar market opportunity, presenting substantial growth prospects for the related industry chain [1]