格隆汇1月28日｜据英国金融时报，SpaceX权衡在6月IPO，公司正寻求以约1.5万亿美元的估值筹集高达 500亿美元。 ...

消息面上，SpaceX首席执行官埃隆·马斯克在社交平台上发文宣布，星舰V3版本（第三代星舰）的首次 飞行测试将于六周后在得克萨斯州博卡奇卡的Starbase发射场进行。此次任务的核心目标是将新一代星 链V3卫星送入轨道，同时验证星舰V3的多项关键技术能力。 中信建投证券认为，商业航天产业的蓬勃发展，尤其是以SpaceX为代表的公司推动可回收火箭技术和 大规模星座部署，压缩发射成本，使得万颗级卫星组网成为可能，拉动了卫星互联网、物联网等多元化 需求，未来还将产生太空算力等广阔市场。相关领域领军企业积极探索新技术与产品在星间、星地通信 中的应用，有望受益于商业航天产业发展带来的卫星通信增量市场。 截至2026年1月28日 11:30，国证航天航空行业指数(CN5082)成分股方面涨跌互现，振芯科技领涨 3.82%，长盈通上涨2.83%，洪都航空上涨1.90%；广联航空领跌。航空航天ETF(159227)最新报价1.48 元。 流动性方面，航空航天ETF盘中换手9.46%，成交2.97亿元。拉长时间看，截至1月27日，航空航天ETF 近1月日均成交7.40亿元。规模方面，航空航天ETF近1周规模增长2.13亿元。 ...

Elon Musk's SpaceX is weighing a mid-June 2026 initial public offering, aiming to raise as much as $50 billion at a valuation of roughly $1.5 trillion, the Financial Times reported, citing people familiar with the matter. ...

Jan 28 (Reuters) - Elon Musk's SpaceX is weighing a mid-June initial public offering, aiming to raise as much as $50 billion at a valuation ​of roughly $1.5 trillion, the Financial Times said on Wednesday, citing people ‌familiar with the matter. Reuters could not immediately verify the report. SpaceX did not respond to a Reuters ‌request for comment. SpaceX was most recently valued at about $800 billion in a secondary share sale last month, positioning the rocket and satellite company's listing among ...

证券研究报告 | 策略专题研究 | 中国策略 马年看"马"：马斯克概念股票池及主题指数 ——AI、机器人、无人驾驶、商业航天、脑机接口、新能源 核心观点 埃隆·马斯克（Elon Musk）的科技版图已延伸至包括人工智能、机器人、无人驾驶、 商业航天、脑机接口及新能源在内的六大前沿赛道，这些领域代表了未来十年最具颠 覆性的技术方向。本报告即旨在深度梳理马斯克的科技版图布局、展望其在 2026 年的 关键投资机遇。我们从 8 大维度对马斯克概念主题进行综合评分，得分为 95 分，并选 取 78 个相关受益标的组成马斯克概念股票池，构建了马斯克概念指数，该指数 2025 年初至 2026 年 1 月 23 日相较于 Wind 全 A 的超额收益达到 127.44%，其中自 2025 年 4 月 9 日至 2026 年 1 月 23 日，该指数相较于 Wind 全 A 的超额收益达到 157.35%， 超额收益显著。 ❑ 马斯克投资板块布局：六大支柱构筑科技帝国 埃隆·马斯克通过 Tesla、xAI、SpaceX、Neuralink 等公司实体，系统性地布局 了影响人类未来的六大关键技术领域——AI、机器人、无人驾驶 ...

Core Viewpoint - The commercial space industry is experiencing significant developments, particularly with SpaceX's upcoming Starship V3 test and the European Union's satellite communication initiatives [1][3][8]. Group 1: SpaceX Developments - SpaceX CEO Elon Musk announced that the first test of the Starship V3 rocket will occur in six weeks, aiming to launch the next-generation Starlink V3 satellites into orbit [1][3]. - The Starship V3 features a lighter yet stronger stainless steel design, increased height by approximately 1.5 meters compared to V2, and enhanced payload capacity, allowing for longer mission durations [3][4]. - The Starlink V3 satellites will have a data transmission speed of up to 1 Tbps and a latency of less than 20 milliseconds, making them suitable for high-demand applications like finance and gaming [4][6]. Group 2: European Union Initiatives - The EU has launched its governmental satellite communication project, GOVSATCOM, which provides secure satellite communication for member states, focusing on military and government use [8][9]. - GOVSATCOM integrates existing military and commercial satellite capabilities and is expected to expand its bandwidth and coverage through partnerships [9][10]. - The IRIS2 satellite internet system, consisting of nearly 290 satellites, is anticipated to begin initial services by 2029, with the Ka military frequency already in use [10][11].

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 开源项目Clawdbot爆火，开发者爆料开发内幕：100%AI开发 近日，个人AI助手ClawdBot掀起讨论热潮。开源项目Clawdbot可在Mac mini上运行，兼具本地AI智能体 和聊天网关双重身份，可本地运行并接入WhatsApp、Telegram、GitHub等工具，已获超3万GitHub星 标。Clawdbot能记住两周前的对话，还会主动推送邮件、日程提醒，并可直接操控电脑执行任务。其幕 后开发者Peter Steinberger称，该项目几乎是100%用AI写出来的，并且认为国产大模型MiniMax 2.1是目 前最"Agentic"的一个大模型。Steinberger目前就在自己的Mac Studio上使用MiniMax 2.1本地跑 Clawdbot。 发布13年仍在维护，苹果向iPhone 5S推送iOS 12.5.8系统更新 1月27日，苹果向iPhone 5S、iPhone 6系列推送了iOS 12.5.8系统更新。其 ...

Core Viewpoint - The article discusses the evolving competition between Jeff Bezos's Blue Origin and Elon Musk's SpaceX in the satellite internet sector, particularly focusing on Blue Origin's ambitious TeraWave satellite network plan, which aims to deploy 5,408 satellites to provide high-speed data services, potentially surpassing SpaceX's Starlink [6][7][9]. Group 1: Company Strategies - Blue Origin's TeraWave will deploy 5,408 satellites, offering up to 6 Tbps symmetrical data speeds, targeting enterprise, data center, and government clients, while excluding ordinary consumers [6][9][12]. - SpaceX's Starlink currently has over 9,400 satellites in orbit, aiming for a total of 12,000 to 50,000, providing broadband services to over 9 million users with speeds of 100-200 Mbps, potentially increasing to 1 Tbps [9][11]. - The strategic positioning of TeraWave in the high-end market contrasts with Starlink's mass-market approach, reflecting the differing business philosophies of Bezos and Musk [11][12][14]. Group 2: Market Dynamics - The competition between Blue Origin and SpaceX is characterized by a strategic choice to avoid direct confrontation in areas where each company excels, with Blue Origin focusing on high-quality services for enterprises and SpaceX on large-scale consumer access [14][16]. - Amazon's satellite project, Amazon Leo, aims to compete directly with Starlink by providing broadband services to consumers and businesses, further diversifying Bezos's approach in the satellite internet market [16][17]. Group 3: Historical Context - The rivalry between Musk and Bezos dates back to their early ventures in space exploration, with notable tensions arising from competitive bids and public criticisms over the years [18][22][26]. - Their relationship has evolved from direct competition to a more collaborative stance, particularly in light of shared political interests and mutual respect for each other's technological advancements [29][32]. Group 4: Industry Challenges - The satellite internet sector faces significant challenges, including risks of space debris and collision, as well as potential interference with astronomical observations due to the increasing number of satellites [37][38]. - The lack of effective regulatory oversight in the satellite internet industry raises concerns about the sustainability of space operations and the potential for chaotic competition among nations and companies [38].

国泰海通证券也认为，随着低轨卫星进入密集发射期+太空算力商业化趋势明显，有效驱动了光伏扩产需求，核心设备厂商有望率先受 益。 近期，受太空太阳能及商业航天发展的乐观情绪带动，A股光伏行业指数表现大幅跑赢大市。光伏ETF博时(认购代码：560313)于2026 年1月26日正式发售，认购期至2月6日，助力投资者一键布局光伏产业链优质龙头。 消息面上，2025年12月中国向国际电信联盟（ITU）提交了共计20.3万颗卫星的频率与轨道资源申请，旨在抢占宝贵的轨道资源。作为 地外飞行器重要的能源供应方式，太空光伏有望受益于全球商业航天热潮。马斯克表示SpaceX和特斯拉正在提升太阳能产能，目标是 每年达到100GW。 数据显示，2026年我国已注册1.55万家光伏相关企业。企业存量方面，我国光伏相关企业存量已于2024年突破百万家，截至1月27日， 我国现存126.3万家光伏相关企业。 开源证券认为，伴随百GW级太空算力市场释放，叠加太空光伏电池高单位价值量，将为光伏行业开辟全新增长空间。 光伏ETF博时(认购代码：560313)紧密跟踪光伏产业指数，中证光伏产业指数从主营业务涉及光伏产业链上、中、下游的上市公司证券 ...

资本洞察 安踏体育拟15亿欧元收购彪马29.06%股权 DeepWay深向完成11.77亿元Pre-IPO轮融资 据悉，DeepWay深向宣布，于近日完成11.77亿元Pre-IPO轮融资。据悉，本轮融资由普华资本领投，ABC Impact、欣旺达、前海淏天、 瀚棠置业等参投，为自动驾驶新能源重卡赛道历史最大单笔融资。 图灵量子再获数亿B轮投资 据悉，光量子计算企业图灵量子宣布完成数亿元B轮融资。这是继半年内连续完成两轮数亿元级融资后的又一融资，本轮融资汇聚一线 市场化国有资本，以及四川省产业振兴集团、深投控、复星资本、商汤等多家战略投资方。 虚之实完成A+轮超5000万元投资 据悉，AI医疗创新企业虚之实宣布，已于2025年底完成A+轮融资，融资金额超过5000万元。本轮融资由浙商资本、相泰资本和梅花创 投三家机构联合投资，将重点用于脑部专病AI算法体系建设、多模态神经数据建模、物理AI训练数据积累以及XR类脑机接口硬件研 发。虚之实进一步表示，公司B轮融资目前已在积极准备过程中，预计春节后将正式启动。 科技前瞻 马斯克：星舰V3版6周后发射 送新一代星链卫星上天 1月27日，安踏体育用品有限公司（0202 ...