下一轮AI革命主战场在太空？“重估叙市”引爆，卫星产业ETF(159218)盘中再创上市新高

Core Insights - The satellite industry ETF (159218) reached a new high on December 18, with an average daily trading volume of 190 million over the past five days, indicating strong market activity [1] - The market narrative has shifted from "global connectivity" to "aerospace AI infrastructure," highlighting a fundamental change in perception [1] - The successful in-orbit training of AI by Starcloud is rapidly validating the potential of low Earth orbit satellite constellations as global AI computing platforms [1] Industry Trends - The paradigm shift suggests that satellites need to evolve from "communication nodes" to "intelligent nodes," driving new demand for onboard chips, energy systems, and high-performance satellites [1] - The satellite industry ETF encompasses the entire industry chain, positioning it as a key tool for capital allocation in this transformative change [1]