SpaceX收购xAI，太空光伏持续加速，光伏50ETF（159864）大涨超5%

Group 1 - SpaceX has acquired xAI, aiming to accelerate the deployment of data centers in space and is preparing for an IPO [1] - The FCC documents indicate that SpaceX plans to launch and operate up to 1 million satellites, which will support large-scale AI reasoning and data center applications [1] - The satellite constellation will operate at altitudes between 500 to 2000 km, powered by solar energy, and will connect to the existing Starlink network via laser links [1] Group 2 - Elon Musk has proposed that SpaceX and Tesla will build a total of 200 GW of photovoltaic capacity in the U.S. over the next three years, with each company contributing 100 GW [1] - The demand for photovoltaic equipment is expected to surge due to the need for solar power for ground data centers and space AI satellites [1] - The low Earth orbit satellite and space computing advancements are pushing the space photovoltaic industry into a verification phase, requiring higher efficiency and flexibility [1]