Investment Rating - The industry investment rating is "Outperform" [1] Core Insights - The report highlights the emergence of space computing as a critical solution to the computational bottlenecks faced in the AI era, with significant advancements in technology and infrastructure [4][5] - Major global tech giants are actively competing in the space computing arena, with initiatives such as NVIDIA's H100 GPU deployment in space and SpaceX's plans for a space data center [5] - Domestic advancements in space computing are progressing well, with companies like ADASpace launching satellites equipped with AI chips, marking the practical application of space computing [6] Summary by Sections Industry Overview - The closing index is at 5224.25, with a 52-week high of 5841.52 and a low of 3963.29 [1] Relative Index Performance - The report includes a performance chart showing a range of percentage changes in the industry relative to the CSI 300 index over time, indicating fluctuations from -17% to +19% [3] Investment Recommendations - The report suggests focusing on companies such as Xingtum Control, Zhongke Xingtum, Aerospace Hongtu, and others as potential investment opportunities in the space computing sector [7]
太空算力：从地面到轨道，算力基建的“升维战争”
China Post Securities·2025-12-01 12:13