BREAKING: In a historic first for any Elon Musk company, SpaceX just dropped its debut Super Bowl ad for @Starlink 🚀📺 https://t.co/eWF0SkzDIsElon Musk (@elonmusk):Starlink Super Bowl ad!Affordable Internet anywhere.https://t.co/Q1VvqV5G0ihttps://t.co/szhJMG4LaZ ...

I sat down with @jvisserlabs to discuss why bitcoin is selling off, why software multiples are compressing, and how capital is shifting toward scarce, physical assets.We cover data centers, AI, energy, and semiconductors, plus insights on Elon Musk, Tesla, SpaceX, and what it all means for markets.Enjoy!YouTube: https://t.co/33wAyfyLoKSpotify: https://t.co/NYjjl1w0y3Apple: https://t.co/uLEblCkIunTIMESTAMPS:0:00 – Intro0:50 – Why is bitcoin crashing?3:01 – The big crypto utility shift & why software multiple ...

航天动力：母公司航天六院曾为长征二号F运载火箭提供主推力及姿轨控发动机、热控分系统及生命保 障系统泵阀等产品，并配套了返回舱、推进舱、推进子系统和泵阀产品。 九丰能源：2026年1月16日，长征十二号乙运载火箭（四米级可重复使用火箭）静态点火成功，试验所 需的液氧、液氮、氦气等产品均由公司独家供应保障。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 据央视新闻报道，2月7日我国在酒泉卫星发射中心使用长征二号F运载火箭，成功发射一型可重复使用 试验航天器。试验航天器将按计划开展可重复使用试验航天器技术验证，为和平利用太空提供技术支 撑。 另据新华社报道，美国联邦航空局于当地时间2月6日宣布已完成对SpaceX猎鹰9号火箭任务异常的调查 工作，并批准该型火箭恢复飞行。 山西证券表示，我国火箭在单箭运力和发射频率上与SpaceX差距较大，国内面向商业发射服务的中大 型可回收复用液体火箭正加速攻关。2026年我国还有多款可重复使用火箭将尝试首次入轨发射。2025年 下半年开始，中国火箭发射显著提速，达到56次（大幅高于2024年下半年的38次），未来为了支持国网 星座和千帆星座的高 ...

Core Insights - Elon Musk aims to achieve "orbital AI delivery to space" within three years, focusing on building a space AI empire supported by solar energy [1] - Musk's team is exploring partnerships with Taiwanese solar manufacturers, including Yuanjing, Zhongmei, and United Renewable, to integrate them into the space AI supply chain [1] - The development of perovskite solar cells is crucial for space AI, with Taiwanese companies actively working on this technology to capitalize on market opportunities [2] Group 1 - Musk's vision includes deploying economically efficient AI facilities in space, predicting that by 2028, the number of AI facilities in space will exceed those on Earth [1] - The collaboration with Taiwanese solar firms is aimed at understanding their progress in developing and mass-producing next-generation perovskite solar cells [2] - Zhongmei has indicated that its solar products are being validated for use with American low-orbit satellite clients, likely referring to SpaceX [1] Group 2 - Perovskite solar cells are recognized for their high heat resistance, radiation tolerance, and conversion efficiency, making them ideal for space applications [2] - Taiwanese solar manufacturers are actively developing perovskite solar cells and applying for patents, with expectations of commercialization in the coming years [2] - Zhongmei is conducting research on perovskite technology and is open to strategic partnerships to accelerate market entry [2]

RT Starlink (@Starlink)Fast, affordable internet. Available all around the world!Order in less than 2 minutes by visiting https://t.co/VvFvTR8D5a or, if you live in the US, by calling 1-888-GO-STARLINK to get connected with the Starlink service plan that works best for you 🛰️🌎❤️ ...

Core Insights - The article discusses the potential for a shift in U.S. Federal Reserve policy under the new chair, with expectations of interest rate cuts before any balance sheet reduction, which may exceed market expectations [2] - There is a notable interest in Chinese assets from global investors, with several foreign institutions expressing optimism about their performance [1] Market Analysis - The Dow Jones Industrial Average has historically surpassed the 50,000 mark, indicating a shift in market sentiment from growth stocks to value stocks, with increased allocations to high-dividend and defensive consumer staples [1] - Citic Securities suggests that February will see high volatility in the market, with a tilt towards risk assets, making equity assets a more favorable choice [1] Sector Research - Guotai Junan highlights the commercial aerospace industry, particularly the potential of SpaceX's plans to launch a million satellites, which could lower operational costs and make space a viable option for AI computing [7] - Huaxia Fund notes that the transformer industry is entering a high-growth cycle due to surging demand from AI data centers and global grid upgrades, with a focus on solid-state transformers as the next generation [8] - HSBC Jintrust emphasizes the attractiveness of the Hong Kong tech sector, despite recent adjustments influenced by external factors rather than fundamentals [9] Macro and Fixed Income - Tianfeng Securities anticipates that short-term deposit rates will remain stable, with potential downward pressure following the end of the quarter [14] - Morgan Stanley believes that changes in the Federal Reserve's leadership will not significantly alter the policy response function, with potential rate cuts later in the year [15] Asset Allocation - Guotai Fund advises a diversified asset allocation strategy, including A-shares, Hong Kong stocks, U.S. stocks, commodities, and bonds, with a focus on both growth and cash flow assets [3] - The article suggests a continued emphasis on "outbound + technology" strategies, particularly in sectors benefiting from cyclical recovery and AI [18]

Core Insights - The article discusses the rapid rise of AI applications, particularly highlighting the success of the OpenClaw AI agent and its implications for the future of AI technology and investment opportunities in 2026 [1][2]. AI and Embodied Intelligence - AI is viewed as a key market trend, with expectations for breakthroughs in multi-modal AI and biomedical fields over the next 2-3 years [1][2]. - OpenClaw, an open-source AI agent, has gained significant traction, indicating a shift towards practical AI applications that can perform tasks on behalf of users [2]. - Investment interest is focused on the emergence of super platforms and applications, with predictions of a surge in user engagement and revenue for AI-native applications by 2026 [2][3]. Hardware and Robotics - The AI application market is transitioning from infrastructure investment to commercial value realization, with a focus on cash flow-generating applications [3]. - There is potential for explosive growth in hardware, particularly in smart devices like smartphones and smart homes, driven by AI integration [3]. - The field of embodied intelligence, particularly humanoid robots, is expected to advance significantly, with predictions of breakthroughs in model efficiency and operational capabilities in real-world environments by 2026 [4][5]. Commercial Space Industry - The commercial space sector is identified as a significant growth area, with expectations for major developments, including the potential IPO of SpaceX, which could establish a new commercial model for the industry [5][6]. - The Chinese commercial space sector is anticipated to achieve milestones in rocket recovery and satellite internet, marking a critical point for rapid development [5][6]. Future Industry Breakthroughs - Emerging technologies such as quantum computing, biomanufacturing, and brain-computer interfaces are expected to see significant advancements by 2026, contributing to new economic growth points [7][8]. - The article highlights the potential for Chinese pharmaceutical companies to achieve significant milestones in drug development and clinical applications, particularly in AI-driven drug discovery and brain-computer interface technologies [8][9].

周恒 制图 ◎记者 刘怡鹤 10万颗、20万颗、100万颗……这些数字不是天上星星的数量，而是全球计划发射的卫星数量。 尽管这些卫星大多仍处于申报阶段，却一次次刷新了人们对商业航天产业的认识和想象。为何卫星部署 规模呈现爆发式增长？近地轨道空间能否容纳？从普通人的生活到地球生态，大量卫星又将带来哪些改 变？ 上海证券报记者采访专家了解到，在各国锁定太空资源和卫星技术普及化的趋势下，大规模卫星申报和 部署成为必然趋势，奠定广阔卫星应用的基础。未来，"+卫星""卫星+"将如同"互联网+""+互联网"，培 育出繁荣的服务生态。不过，在部署更多卫星的同时，既要打通卫星应用"最后一公里"的商业化堵点， 也要关注尚未被充分认识的潜在影响。 卫星申请数量屡创新高 锁定稀缺太空资源 当地时间2月4日，美国联邦通信委员会（FCC）主席布伦丹·卡尔（Brendan Carr）发布SpaceX轨道数据 中心受理及征求意见公告。他在社交媒体平台上表示："FCC欢迎SpaceX公司提交的轨道数据中心申 请，并开始就此征求意见。" 1月30日，SpaceX向FCC提交了上述申请，内容为"一个拥有前所未有的计算能力的卫星星座，可为先进 的 ...

@NASA @Space_Station https://t.co/JT9N1C4WaD ...

Every child born in the United States forever more will start life off with an investment account seated with a thousand dollars in the S&P 500. They'll own a little bit of SpaceX. They'll own a little bit of Open AI. They'll own a little bit of Nvidia.That is what we need to do is just a first step in making sure we can hold this experiment together for the next 250 years. Right. When we have this rate of change, the president said something on stage last week.In 15 to 20 years, we will have $4 trillion do ...