光伏面临海外地面与太空光伏双重机遇，光伏ETF国泰（159864）盘中涨超2%，连续5日资金净流入

Core Insights - The photovoltaic equipment industry is facing dual opportunities in both terrestrial and space solar markets, with significant demand expected from Europe, Turkey, and Japan, potentially exceeding 70-90 GW in the long term, including approximately 40-50 GW from the U.S. market [1] - The global satellite launch numbers are increasing exponentially, leading to a demand for GW-level space photovoltaic solutions, with silicon-based HJT cells being the most optimal short-term solution due to their flexibility, lightweight, low cost, and independence from raw material constraints [1] - The construction of AIDC is causing a nonlinear increase in electricity demand in North America, resulting in a power supply-demand imbalance, which is creating a high prosperity cycle for industries such as gas turbines [1] - The Guotai Photovoltaic ETF (159864) tracks the photovoltaic industry index (931151), which selects listed companies involved in the photovoltaic industry chain, including silicon materials, cell pieces, components, and photovoltaic power stations, to reflect the overall performance of related listed securities [1]