Group 1 - The satellite industry has seen significant market interest, with the satellite industry ETF (159218) accumulating a net inflow of approximately 2.72 billion yuan since the beginning of the year, and its fund size expanding by 152.46%, reaching a historical high, indicating unprecedented enthusiasm for the space economy sector [1][3] - Elon Musk has predicted that within the next 2-3 years, AI computing based in space will become the lowest-cost option, and plans to achieve the capability to launch 100GW of payloads into orbit annually within 4-5 years through Starship, providing a crucial economic anchor for various "space economy" concepts [3] - The satellite industry ETF (159218) tracks the CSI Satellite Industry Index and includes companies involved in satellite manufacturing, launching, and navigation communication applications, with a combined weight of at least 50% in satellite manufacturing and launch sectors, suggesting continued attraction for long-term investment as commercialization progresses [3]
马斯克：太空算力成本将“断崖式”下降，卫星产业ETF(159218)份额扩容152.46%，迭创历史新高
Sou Hu Cai Jing·2026-02-04 01:36