寒武纪大跌 今天上午，寒武纪大跌，摩尔线程、沐曦股份跟随下跌。 | 寒武纪-U | | --- | | 688256 創 融 沪股通 L | | 1 0 0 0 1 12 1.16 11 4 0 0 1 0 0 1 0 0 4 00 | | -159.91 -12.88% 开 1255.00 市盈 243.13 额 178.27亿 | | 同花顺 异动解读：资金流出＋竞品出货+回应传闻。1.. ● × | | 分时 日K 周Ｋ 月Ｋ 五日 更多、 | | 均价: 1137.66 最新: 1082.09 -159.91 -12.88% | | 1421.00 14.41% 成交 | | 卖 4 1084.51 | | 1083.22 卖3 | | 1083.14 英2 2 | | M | | 1082.05 孟1 | | 1063.00 -14.41% 21 买2 | | 09:30 11:30 15:00 | | 1063.00 流通 4526.9亿 换 3.75% 保 | | 博梯 | | 五档 明细 | | 大单 1085.00 | | 卖5 1084.99 2 | | 2 | | 0 -242.00 - ...

隔夜美股存储芯片板块大涨，韩国股市的SK海力士、三星电子上午均大涨。市场担忧情绪消散，A股存储芯片板块早盘强势反弹，带动科技股情绪回暖。 不过，盘中又发生新变化，寒武纪上午跌超12%。市场担心，公司2026年一季度业绩或低于市场预期。此外，腾讯控股、阿里巴巴等个股大跌。 人气主线商业航天板块大涨，个股掀起涨停潮，并带动军工、3D打印、光伏设备等板块上涨。 截至上午收盘，上证指数上涨0.38%，深证成指上涨0.93%，创业板指上涨0.76%。 科技股领域，利空传言频频来袭。 昨天，受相关市场消息影响，存储芯片板块大跌，进而引发对半导体产业链叙事逻辑的担忧，科技股昨天集体受挫。 今天上午，商业航天板块上涨，海兰信、帝科股份等个股大涨。 | | | 商业航天 2488.37 3.26% | | € | | --- | --- | --- | --- | --- | | 成分股 | 基金 | 资金 | 板块分析 | 新闻 | | 5 展开分析 | | 最新 | 涨幅 ◆ | 流通市值 | | 海兰信 融 300065 | | 29.42 | 19.98% | 193亿 | | 首板涨停 最终涨停 11:19 | | ...

尼采："那些杀不死我的，使我更强大；那些看不懂我的，终会被我超越。" 刚刚看到SpaceX收购xAI的新闻，我第一反应不是"哇又是马斯克的大新闻"，而是——这才是2026最危险的信号！所有人都在讨论1.25万亿美 元的估值，讨论七月的IPO，但你们知道吗？这根本不是一场收购，这是一场改变人类文明维度的战争前奏。我刚从投资人饭局上回来，今天必 须把我看到的真相告诉你们。 全网分析全错了：这不是套现，是隔靴搔痒 网上主流观点都在说什么？说马斯克这是"左手倒右手"套现，说xAI烧钱太快需要输血，说这是为了IPO讲更好的故事。兄弟们，这些分析全是隔 靴搔痒。 ▲ 戳蓝 色字关注我们！ 两个数字惊掉下巴：马斯克要建太空算力帝国 我先给你们捋一个关键数字——100万颗卫星。就在2月1号，SpaceX向FCC提交申请，要发射100万颗轨道数据中心卫星。什么概念？现在全 球在轨卫星加起来才一万多颗，星链也才部署了六千多颗。马斯克要把这个数字直接乘以一百！ 再给你个数字——每颗卫星100千瓦算力，100万颗就是每年新增100吉瓦AI算力。现在全球最大的AI数据中心是多少？OpenAI的顶多几百兆 瓦。马斯克这是在规划一个能量级 ...

证券研究报告 科技 重视供需反转下的光纤光缆板块 华泰研究 2026 年 2 月 02 日│中国内地 行业周报（第五周） 本周观点 市场方面，上周通信（申万）指数上涨 5.83%，同期上证综指下跌 0.44%， 深证成指下跌 1.62%。2026 年 1 月，中国 G.652.D 单模光纤价格创下近七 年来的新高，平均价格来到 35 元/芯公里以上。涨价主因行业供需格局发生 变化：1）需求端，全球 AI 数据中心与无人机对光纤需求高增，Meta 与康 宁新签 60 亿美金 AI 数据中心光缆大单；2）供给端，光纤上游关键物料光 纤预制棒产能或无法在短期内快速提升。综上，我们建议重点关注光纤光缆 板块的业绩增长与估值修复机遇。 周专题：全球下游需求高景气，重视光纤光缆板块 2026 年 1 月，中国市场 G.652.D 单模光纤价格创下近七年来的新高，平均 价格来到35元/芯公里以上。我们认为涨价主因行业供需格局发生重要变化： 1）需求端，全球 AI 数据中心对光纤需求高增，上周 Meta 与康宁签订 60 亿美金 AI 数据中心光缆大单，该订单体量与 25 年全年康宁光通信业务收入 相当，此外俄乌冲突影响下， ...

Core Viewpoint - SpaceX has acquired Elon Musk's AI company xAI for $250 billion, aiming to create the world's most valuable private enterprise by integrating rocket, satellite internet, AI technology, and social media platforms [2][12]. Group 1: Acquisition Details - The acquisition price of $250 billion is based on xAI's recent funding round of $20 billion [2]. - Musk's statement emphasizes the goal of creating a vertically integrated innovation engine for ambitious projects both on Earth and in space [2][3]. Group 2: AI Development Strategy - Musk highlights the need for AI computing capabilities to transition to space to meet global energy demands sustainably, as current ground-based solutions are insufficient [3][6]. - SpaceX plans to launch a constellation of 1 million satellites to create an orbital data center, utilizing near-constant solar energy, which will significantly reduce operational costs [6]. Group 3: Technical Roadmap - The plan includes launching 100 tons of satellites annually, each generating 100 kilowatts of computing power, which would add 100 gigawatts of AI computing capacity each year [6]. - Musk predicts that within 2 to 3 years, space will become the most cost-effective method for generating AI computing power, enabling unprecedented speed and scale in AI model training [6]. Group 4: Starship's Role - The Starship rocket is identified as a critical tool for deploying the necessary satellites for the space data center [7]. - Musk anticipates that Starship will significantly increase payload capacity, with plans to deliver millions of tons of cargo to orbit annually [8]. Group 5: Long-term Vision - Musk envisions using Starship to establish a permanent research and manufacturing base on the Moon, which could produce satellites for deeper space deployment [9]. - The potential exists to send 500 to 1000 terawatts of AI satellites into deep space annually through lunar manufacturing [9]. Group 6: Business Integration - This acquisition marks Musk's third major corporate restructuring, following the merger of xAI with X last year [10][11]. - The integration of SpaceX, xAI's Grok chatbot, and social media platform X creates a highly valuable private enterprise, with Musk's companies operating as a cohesive unit [12][15].

SHERY: THIS IS THE ASIAN TRADE. PAUL: THE TOP STORIES THIS HOUR, ASIA STOCKS LOOKING FOR GAINS AFTER SOLID U.S. FACTORY DATA LIFTED WALL STREET. GOLD AND SILVER MODERATING AS BONDS FALL.INDIA AND THE U.S. STRICKING A TRADE DEAL TO CUT TARIFFS TO 18% AS PRIME MINISTER MODI AGREES TO STOP BUYING RUSSIAN OIL. ALSO, ELON MUSK MERGING SPACEX AND XAI FOR A MEGA IPO, VALUING THE COMPANY AT $1.25% TRILLION. AVRIL: LEADERS AND GLOBAL AEROSPACE AND DEFENSE ARE GATHERING FOR THE 10TH EDITION OF ONE OF THE WORLD'S MOST ...

Core Insights - The A-share market is experiencing increased volatility, but the aerospace sector is seeing active trading and capital inflow, indicating a trend towards high-growth sectors through ETFs [1][5][6] Group 1: ETF Performance - The Aerospace ETF (563380) has seen a net inflow of 155 million yuan and an average daily trading volume of 148 million yuan over the past week, with its total assets and shares reaching new highs of 900 million yuan and 742 million shares since its inception on October 29, 2015 [1][6] - The ETF is the only one tracking the CSI Aerospace Index, making it a key tool for investors looking to capitalize on opportunities in the aerospace industry [2][7] Group 2: Industry Fundamentals - Strong fundamentals support the popularity of the Aerospace ETF, driven by increasing competition in space resources, exemplified by SpaceX's application to deploy a satellite constellation of up to 1 million satellites [2][7] - Major economies like the U.S. and Germany are planning to increase defense spending by 2026, which is expected to elevate global security priorities and potentially unlock significant growth in the military trade sector [2][7] Group 3: Index Composition - The CSI Aerospace Index focuses on the aerospace sector, with significant allocations in aerospace equipment (62.8%), space equipment (18.0%), and military electronics (16.0%), covering key areas such as aircraft, satellites, and aerospace engines [2][7][8] - The ETF includes leading companies across various segments of the aerospace supply chain, providing broad exposure to emerging fields like commercial space and low-altitude economy [2][7]

A股三大指数集体上涨，截至午间收盘，沪指涨0.38%报4031.07点，深成指涨0.93%，创业板指涨 0.76%，北证50指数涨2.16%。 消息面上，埃隆?马斯克旗下的太空探索技术公司（SpaceX）收购人工智能公司xAI ，这笔交易承载着 这位亿万富翁在人工智能和太空探索领域谋求主导地位、且成本日益攀升的雄心。该交易由马斯克署 名，在太空探索技术公司官网发布的一份声明中正式公布，同时也印证了媒体此前的相关报道。 知情人士透露，此次交易让太空探索技术公司的估值达到1万亿美元，xAI 的估值则为2500亿美元。另 有部分知情人士早前表示，公司已于周一在一份内部备忘录中向员工公布，合并后企业的整体估值为 1.25万亿美元。 沪深京三市半日成交额16169亿元，较上日缩量400亿元，超4400只个股上涨。 商业航天概念爆发，航空航天ETF、航天ETF、航空航天ETF万家、航空航天ETF天弘、航空航天ETF涨 超4%；通用航空ETF易方达、通用航空ETF、通用航空ETF、通用航空ETF南方、航空ETF汇添富、航 空ETF、通用航空ETF基金、通用航空ETF华夏、通用航空ETF鹏华、通用航空ETF华宝涨超3%。 航 ...

Core Insights - SpaceX has officially acquired AI startup xAI to enhance its vertical integration strategy, driven by the demand for AI data centers in space [1][3] - The merger aims to create a "vertical integration innovation engine" that combines AI, rocket technology, satellite internet, and real-time information platforms [1][3] - The acquisition is expected to enable the construction of a "star-level" AI computing infrastructure utilizing space-based energy networks [1][3] Company Developments - SpaceX, founded in 2002, is the largest commercial rocket launch service provider globally, with capabilities in manufacturing, launching, recovering, and reusing rockets [3] - xAI, established in 2023, focuses on AI development and has launched its first large language model, Grok-1, showcasing unique real-time information processing capabilities [3][4] - The merger positions the combined entity as a trillion-dollar non-public giant, with SpaceX's valuation reaching approximately $800 billion and xAI's post-funding valuation exceeding $230 billion [4][6] Strategic Vision - Elon Musk emphasizes the need for space-based AI data centers to meet the growing global power demands of AI, which cannot be satisfied by terrestrial solutions [6][7] - Musk predicts that within 2 to 3 years, space will become the most cost-effective location for AI computing power, enabling unprecedented model training scales [7][8] - The plan includes launching a million satellites to create an orbital data center, which could generate significant AI computing capacity without ongoing operational costs [7][8] Future Plans - SpaceX aims to establish a permanent base on the Moon to utilize its resources for satellite manufacturing and deep space launches [8] - The company has submitted a proposal to the FCC to deploy up to 1 million satellites with advanced computing capabilities for AI model operations [8][9] - SpaceX's revenue for 2025 is projected to be between $15 billion and $16 billion, with a net profit of $8 billion, positioning the company for a potential IPO with a fundraising target exceeding $50 billion [9]

"用火箭帮助AI融资。"北大新闻传播学院教授胡泳评价xAI与SpaceX的合并，"基本上是讲资本故事， 我称之为'科幻金融化'"。 2026年2月3日，xAI与SpaceX以迅雷不及掩耳之势完成合并，距离相关传闻不到一周时间，合并后的实 体估值1.25万亿美元，一个太空算力的叙事完成闭环。 外媒援引知情人士的消息，称交易金额为2500亿美元。 合并传闻之前，市场讨论最多的即2026年SpaceX上市——计划通过IPO融资规模高达500亿美元，估值 约1.5万亿美元。 "单纯的'火箭'+'卫星'公司很贵。"先后投资了SpaceX、Neuralink、Anthropic和xAI的私募机构Brilliant Phoenix Al合伙人芦义说。 芦义认为，这种合并在叙事上更加性感，更有想象力。 "加入xAI和Grok后，立刻变成'太空+AI+全球通信+宇宙理解'的超级故事。" 作为马斯克旗下最重要的两家私营公司，xAI负责人工智能业务，SpaceX则规划了移民火星的愿景，两 家公司都有探索人类未来的远大目标，不过现阶段共同面临着单一叙事难以为继的问题。 在人工智能市场与OpenAI、Anthropic等独角兽以及谷歌 ...