Core Viewpoint - The military industry is experiencing a pullback, but recent technological advancements and funding activities indicate potential growth opportunities in the sector [1][2][3]. Group 1: Market Performance - On July 16, the three major indices collectively declined, with the Shanghai Composite Index down 0.03%, the Shenzhen Component Index down 0.22%, and the ChiNext Index down 0.22% [1]. - The aerospace and military sector continued to retreat, with the Guozheng Aerospace Index falling by 0.38%, where 20 stocks rose and 29 fell [1]. - The Aerospace ETF (159227) saw a decline of 0.37%, closing at 1.087 yuan, with a trading volume of 74.75 million yuan and a total scale of 589 million yuan, ranking first [1]. - The Aerospace ETF has recorded a net inflow of funds for 15 consecutive trading days, totaling over 351 million yuan [1]. Group 2: Technological Advancements - On July 16, China's military technology team publicly showcased the first flight of the new "Rainbow T1" drone, which utilizes ground-effect flight principles to target aircraft carrier battle groups [2]. - The first ship of the 076 amphibious assault ship, "Sichuan," completed testing of its electromagnetic catapult system, capable of carrying 27 fixed-wing drones and vertical take-off aircraft, with a command system that can control 200 drones for distributed strikes [2]. Group 3: Institutional Insights - According to Galaxy Securities, the military sector's overall valuation stands at 59.04x, which is in line with the historical average over the past 20 years, indicating room for growth [3]. - Mid-term catalysts are expected to increase in Q3, coinciding with the 80th anniversary of the victory in the Anti-Japanese War and World Anti-Fascist War, alongside positive earnings expectations for some companies in Q2 [3]. - Long-term prospects are bolstered by the India-Pakistan conflict highlighting China's military capabilities, with military equipment demand expected to rise, especially as the centenary of the military approaches in 2027 [3]. Group 4: Related Products - The Aerospace ETF (159227) closely tracks the Guozheng Aerospace Index, focusing on core areas of military aerospace, with a high concentration in the primary military industry at 98.2% [4]. - The ETF's component stocks have a weight of 66.5% in aerospace equipment, significantly surpassing the weights in the Zhongzheng Military and Zhongzheng National Defense indices [4]. - As an efficient tool for investing in leading "fighter jet stocks," this ETF is currently the largest product tracking the Guozheng Aerospace Index [4].

黄仁勋：华为芯片在AI训练中取代英伟达只是时间问题 7月16日，英伟达CEO黄仁勋在接受第一财经等媒体采访时，被问及AI训练时华为AI芯片能否取代英伟 达，他称这只是时间问题。"重点在于，我们已经做了30年，他们（华为）已经做了几年，而华为已经 能告诉大家他们有多强大了。现在没有一个人比我付出更多精力来建造（AI生态），我已经在极高的 水平、以难以执行的规模（在做这件事），而华为已经能和我们相提并论，这说明了一些问题。"黄仁 勋表示。（第一财经） 黄仁勋再度减持，套现3800万美元 【观网财经丨智能早报 7月17日】 米哈游成立无定谷科技公司，注册资本5亿 天眼查App显示，7月16日，上海米哈游无定谷科技有限公司成立，法定代表人为于晨曦，注册资本5亿 人民币，经营范围包括软件开发、动漫游戏开发、数字文化创意软件开发、人工智能应用软件开发等， 由上海米哈游网络科技股份有限公司全资持股。 SpaceX计划进行内部股份出售，估值攀升至约4000亿美元 7月16日，有知情人士表示，埃隆·马斯克旗下火箭和卫星制造商SpaceX正计划进行一轮内部股份出售， 对该公司的估值达到约4000亿美元。此次股份出售的价格为每股2 ...

Starlink Mini is designed to provide high-speed, low-latency internet on the go 🛰️⛰️Gilbert Flores (@GilbertFloresMD):Starlink Mini. Driving in the mountains of South America.@SpaceX @elonmusk https://t.co/aZrGupCVJU ...

Group 1 - SpaceX plans an internal share sale, with a valuation rising to approximately $400 billion, marking it as the most valuable private startup globally [2] - The share price for this transaction is set at $212 per share, significantly higher than the previous valuation of $350 billion at $185 per share [2] - Zhong Xuegao, a popular ice cream brand, has been filed for bankruptcy due to inability to pay debts, with only a few flavors remaining for sale [2] Group 2 - MiniMax is seeking to complete a new financing round of nearly $300 million, which will push its valuation above $4 billion [6] - The company is also pursuing an A-share listing [6] - Xiaobai Group has launched a "Phoenix Returns" partnership program aimed at transforming outstanding employees into business partners [6] Group 3 - Nvidia's CEO Huang Renxun praised China's rapid innovation in AI, highlighting the contributions of various Chinese companies [7] - Xiaopeng Motors has increased its recruitment plan for the year from 6,000 to 8,000 employees, focusing on fresh graduates in smart driving and AI fields [9] - Nvidia has resumed sales of its H20 chip to China, leading to increased inquiries from distributors [9] Group 4 - ByteDance has denied reports of applying for the purchase of Nvidia's H20 chip [11] - The company Thinking Machines Lab, founded by OpenAI's former CTO, has completed a $2 billion financing round [16] - Faraday Future announced it has secured $105 million in funding to accelerate the launch of its new model FX Super One [16] Group 5 - Tesla is set to launch the Model Y L, a six-seat luxury electric SUV, in the fall with an expected price around 400,000 yuan [9] - The Model 3+ long-range version is anticipated to be available by September, priced at approximately 270,000 yuan [17][18] - BMW's 7 Series is undergoing a mid-cycle facelift, featuring redesigned split headlights [20] Group 6 - Amazon Web Services has launched Kiro, an integrated development environment designed for AI agents [22] - The Zunyi District Catering Industry Association has retracted a proposal urging food delivery platforms to stop excessive subsidies [12] - Meta has recruited two top researchers from OpenAI to bolster its new superintelligence lab [12]

X Takeover 2025, an event so powerful that our microphones can't even handle it 🔊Get your tickets for the BIGGEST Tesla & SpaceX event of the year 👉🏼 https://t.co/NG85c1bIZoJuly 26th 🗓️ | San Mateo, CA 📍 ...

Mission & Community - The Launch Pad's mission is to inform and inspire future space explorers, emphasizing collaboration in space exploration [1] - The Launch Pad encourages viewers to join their Discord community [1] - The Launch Pad offers membership for exclusive content like early video access and behind-the-scenes live streams [1] Launch Details - SpaceX is launching more Starlink satellites aboard Falcon 9 from Cape Canaveral Space Force Station [1] Platform & Content - The Launch Pad provides live launch coverage [1] - The Launch Pad operates multiple YouTube channels, including "The Launch Pad" and "TLP Space News" [1] - The Launch Pad maintains a website and is active on social media platforms like X (formerly Twitter) and Facebook [1]

LIVE! Watch LIVE as SpaceX launches TRACERS (NASA's Tandem Reconnection and Cusp Electrodynamics Reconnaissance Satellites, Bard (PExt Demo), Athena EPIC AND real satellites aboard Falcon 9, to low-Earth orbit from Space Launch Complex 4E (SLC-4E) at Vandenberg Space Force Base in California. Total payload of 5 satellites. Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consider becoming a The Launch Pad Member and go behind the scen ...

Mission Overview - SpaceX launched 2 O3b mPower satellites for SES-owned O3b Networks aboard Falcon 9 [1] - The launch occurred from Space Launch Complex 40 (SLC-40) at Cape Canaveral Space Force Station in Florida [1] - The satellites were launched to low-Earth orbit [1] Community Engagement - The Launch Pad has a community Discord server [1] - The Launch Pad offers a membership program with benefits like early video access and behind-the-scenes live streams [1] Media & Information - The Launch Pad encourages viewers to subscribe to their YouTube channels: The Launch Pad and TLP Space News [1] - The Launch Pad's mission is to inform and inspire the explorers of tomorrow [1] - The Launch Pad can be found on X (formerly Twitter) and Facebook [1]

Space X is planning an insider share sale that would value the company at about $400 billion. That's according to our sources. The per share price is $212, and that's up substantially from the $185 set in the prior transaction.That was December. This deal marks a rapidly climbing value for Musk's rocket and satellite maker, which is now the most valuable private startup in the world. ...

Core Viewpoint - The FAA has not considered replacing telecommunications systems with Elon Musk's Starlink in air traffic control systems [1] Group 1 - The FAA administrator informed Congress that there are no current plans to integrate Starlink into the aviation control system [1]