GREAT MICROWAVE(SH:688270) Sou Hu Cai Jing·2025-12-09 05:57Group 1 - The satellite sector is experiencing significant activity, with the satellite industry ETF (159218) rising by 0.15%, marking its fourth consecutive increase [1] - Key component stocks such as Xinlei Energy, Zhenlei Technology, and Tianyin Electromechanical have shown notable gains [1] - The ETF has seen a net inflow of approximately 39 million over the past three days, with a total net inflow exceeding 490 million since the beginning of the year, bringing its latest scale to over 700 million, making it the largest in its category in the market [1] Group 2 - Key technological breakthroughs are accelerating the large-scale deployment of satellite internet, while the global narrative of "Aerospace AI" is opening new imaginative possibilities for the industry [3] - Elon Musk has proposed deploying AI computing satellites with an annual capacity of one million tons in low Earth orbit and is exploring the possibility of establishing satellite factories on the Moon, aiming to overcome the constraints of Earth's energy and resources on AI development [3] - This vision aligns with the strategies of tech giants like Google and Amazon, collectively pushing "Aerospace Computing Power" to the forefront of global technological competition, leading to a systematic reassessment of the long-term development potential and strategic value of the satellite industry [3]