A股盘前播报 | AI调用超美国！国产算力迎井喷

Group 1: AI Industry - In February, China's AI model invocation volume experienced explosive growth, surpassing that of the United States for the first time, with four Chinese models ranking in the global top five [1] - Token invocation volume is highlighted as a key indicator reflecting the usage intensity, user stickiness, and commercial value of AI models, indicating a significant increase in domestic computing power demand [1] Group 2: Aerospace Industry - The China Manned Space Engineering Office announced plans for two manned flight missions and one cargo supply mission in 2026, with astronauts from Hong Kong and Macau expected to participate in space station missions this year [2] - The lunar exploration program is progressing steadily, aiming for China's first manned moon landing by 2030 [2] Group 3: Market Reactions - Nvidia's stock fell over 5% following its earnings report, resulting in a market capitalization loss of 1.77 trillion yuan, which negatively impacted the Nasdaq index [3] - Despite strong revenue performance, Nvidia failed to alleviate investor concerns regarding its competitive moat and did not provide a clear strategy for evolving computing power dynamics [3] Group 4: US-China Trade Relations - The Ministry of Commerce expressed a willingness to maintain communication through the US-China economic and trade consultation mechanism, aiming for healthy and stable development of bilateral trade relations [4]