央行:降准降息还有一定空间;中国航天科技集团:2026年要全力突破重复使用火箭技术,大力发展商业航天等新产业——《投资早参》

Important Market News - The People's Bank of China will introduce eight policy measures to support economic structural transformation, including a 0.25 percentage point reduction in various structural monetary policy tool rates and an increase in re-lending quotas for agriculture and small enterprises by 500 billion yuan [1] - U.S. stock indices closed higher, with the Dow Jones up 0.6%, S&P 500 up 0.26%, and Nasdaq up 0.25%. Notable gains were seen in TSMC and semiconductor stocks, while Chinese concept stocks mostly declined [1] Industry Insights - China Aerospace Science and Technology Corporation held a meeting to discuss its 2026 work plan, emphasizing the importance of advancing major aerospace projects and technology transformation to build a strong aerospace nation [3] - The satellite internet industry is expected to become a new sector in the space economy, with the satellite communication market projected to reach 200 to 400 billion yuan by 2030, growing at an annual compound rate of 10% to 28% [4] - The State Grid's investment plan for the 14th Five-Year Plan period is set at 4 trillion yuan, focusing on green transformation and the construction of a new power system, with a projected 30% increase in cross-regional transmission capacity [6] - Alibaba's strategy for its AI product "Qianwen" aims to enhance its capabilities in real-life scenarios, marking a shift in the AI industry from technical competition to practical application [6]