来源：环球市场播报 本次交易对TAE科技公司的股票估值为每股53.89美元，交易完成后，特朗普媒体集团与TAE科技公司的 股东将各持有合并后新公司约一半的股权。 北京时间12月18日晚间消息，美国总统特朗普旗下的媒体企业——特朗普媒体与科技集团，同意以全股 票交易方式与核聚变能源企业TAE科技公司合并，交易总价值超60亿美元。 两家公司于周四表示，此项交易旨在整合特朗普媒体与科技集团的资本渠道，以及TAE科技的核聚变技 术，从而为人工智能产业的蓬勃发展提供能源支持。 两家公司称，合并后的新企业将于明年启动一座50兆瓦商用级核聚变发电站的建设工作，并且计划后续 新建更多核聚变发电站，实现总计350至500兆瓦的供电规模。 交易完成后，该公司将成为"真相社交"（Truth Social）、"真相+"（Truth+）、"真相金 融"（Truth.FI）、TAE、TAE Power Solutions以及TAE Life Sciences的控股公司。 该笔交易预计将于2026年年中完成交割。 受此消息影响，特朗普媒体集团的股票在盘前交易中一度上涨近40%。 ...

智通财经APP获悉，中广核矿业(01164)午后跌近7%，截至发稿，跌6.51%，报2.87港元，成交额1.22亿 港元。 消息面上，12月15日，马斯克在社交平台上公开唱衰核聚变发电。他写道："在地球上建造小型核聚变 反应堆简直愚蠢至极。"马斯克指出，太阳本身已是天空中一个巨大的、免费的核聚变反应堆。在最新 的太空AI设想中，马斯克计划每年部署100GW的太阳能AI卫星，规模堪比美国全国电力的四分之一。 此外，哈萨克斯坦近期提出新政策，要求哈原工在与合资企业续签合同时，将会持有90%的合资企业股 份。招银国际发布研报称，新政策对中广核矿业的储量所有权影响轻微。但可能会给该行的目标倍数带 来不确定性。暂时维持目标估值不变，但将持续关注政策变化的进展。 ...

消息面上，12月15日，马斯克在社交平台上公开唱衰核聚变发电。他写道："在地球上建造小型核聚变 反应堆简直愚蠢至极。"马斯克指出，太阳本身已是天空中一个巨大的、免费的核聚变反应堆。在最新 的太空AI设想中，马斯克计划每年部署100GW的太阳能AI卫星，规模堪比美国全国电力的四分之一。 此外，哈萨克斯坦近期提出新政策，要求哈原工在与合资企业续签合同时，将会持有90%的合资企业股 份。招银国际发布研报称，新政策对中广核矿业的储量所有权影响轻微。但可能会给该行的目标倍数带 来不确定性。暂时维持目标估值不变，但将持续关注政策变化的进展。 中广核矿业(01164)午后跌近7%，截至发稿，跌6.51%，报2.87港元，成交额1.22亿港元。 ...

当地时间12月15日，欧洲多国及欧盟机构领导人联合声明，宣布组建"多国部队"支持乌克兰，将协助乌 重建武装、保障领空与海上安全，甚至在乌境内开展行动，明确乌军队规模目标为80万，并计划建立美 国主导的停火监督机制。同日，美国总统特朗普称与欧洲领导人、北约及普京深入磋商，宣称俄乌和平 协议"只差一步"，此前美乌柏林会谈取得进展，领土划分与扎波罗热核电站管控仍是核心分歧。 2. 纳斯达克申请5X23小时交易 纳斯达克计划于周一向美国SEC提交申请，将股票及ETP产品交易时间从每周5天16小时延长至23小 时。新模式分日间与夜盘时段，美东时间凌晨4点至晚8点为日间时段（保留常规交易钟点），晚9点至 次日凌晨4点为夜盘时段，交易周自周日晚9点至周五晚8点结束。此举旨在适配全球跨时区投资者需 求，应对行业竞争，目前仍待监管批准。 12月15日，外交部发言人郭嘉昆在例行记者会上披露，12日菲律宾有组织、有预谋纠集大量船只赴仙宾 礁海域挑衅，冲闯仙宾礁潟湖。菲方所谓"渔船"无视中方劝阻警告滞留潟湖，多次恶意转向，人员甚至 持刀威胁中方维权海警，行径严重侵犯中方主权。中方已采取合理合法、专业克制的处置措施，维护领 土主权与海 ...

Group 1 - Maserati's significant price reduction for the Grecale model has led to rapid sales, with low-spec versions selling out nationwide, indicating a strong demand and a strategy to clear inventory due to overlapping new model launches [4] - OpenAI has adjusted its compensation policy by eliminating the vesting cliff for new employees, allowing them to receive stock options sooner, which aims to attract talent and encourage risk-taking [7] - The wedding of Zhang Junjie, CEO of Bawang Tea, and Gao Haichun, a prominent figure in the solar energy sector, highlights the intersection of business and personal milestones in the industry [8] Group 2 - Li Guoqing has announced his return to the e-commerce sector with a new high-end membership brand, "Li Xiang Life," focusing on quality products and limited membership [10] - Wanda Group has transferred its stake in a subsidiary, indicating a strategic shift in its real estate management approach [13] - The recruitment announcement by Pang Donglai for 60 technical positions with salaries ranging from 100,000 to 250,000 yuan reflects the company's growth and investment in talent [13] Group 3 - Coca-Cola's potential sale of Costa Coffee is facing challenges due to pricing negotiations, which could lead to the abandonment of the sale [14] - McDonald's has increased prices on select menu items by 0.5 to 1 yuan, indicating a response to inflationary pressures [14] - Elon Musk has publicly criticized nuclear fusion power, advocating for solar energy solutions instead, with plans to deploy solar AI satellites [16] Group 4 - Meituan has decided to suspend its "Tuan Hao Huo" e-commerce business to focus on exploring new retail formats, reflecting the evolving landscape of online shopping [17][18] - Netflix remains committed to acquiring assets from Warner Bros despite external pressures, indicating confidence in its strategic direction [18] - Zhiyuan Robotics is set to launch a rental platform for robots, showcasing innovation in the robotics sector [18] Group 5 - Ford is scaling back its electric vehicle investments, anticipating a special project charge of approximately $19.5 billion, which marks a significant shift in its business strategy [23] - BMW has launched a battery recycling facility in Bavaria, emphasizing sustainability and resource recovery in the automotive industry [23] - TaoTao Automotive's subsidiary plans to acquire a 100% stake in Racka brand company for $15 million, expanding its brand portfolio [23] Group 6 - Japan is increasingly recruiting caregivers from India to address its aging population and caregiver shortages, reflecting demographic challenges [23] - Volkswagen is closing its first factory in Germany, transitioning the site to a research park focused on AI and robotics, marking a significant operational shift [23] - Junji Gene has completed nearly 100 million yuan in Series A financing to enhance its automated gene technology capabilities [24] Group 7 - SenseTime has launched the Seko2.0 model, which integrates with domestic AI chips, showcasing advancements in AI technology [25] - Vivo has released the S50 series smartphones, featuring high-capacity batteries and advanced camera technology, indicating competitive positioning in the smartphone market [25] - China's first L3 autonomous driving vehicles have received approval for commercial testing, marking a milestone in the automotive industry's technological advancement [27] Group 8 - Heytea has entered the top ten of the global restaurant value rankings, reflecting its significant market presence and growth potential [30] - The report highlights that McDonald's and Starbucks lead the global restaurant industry in value, with significant representation from Chinese companies [30]

核聚变发电有望重塑规模达数万亿美元的能源市场，但首先，初创企业必须证明其设计方案切实可行且 成本可控。这两项任务都绝非易事，尤其是考虑到许多核聚变装置设计中使用的巨型磁体和激光器，安 装精度需达到毫米级甚至更高。 核聚变初创企业Thea能源公司表示，其受像素技术启发设计的反应堆，搭配专属控制软件，无需达到同 等精度标准即可实现发电。 "我们的设备无需从一开始就做到尽善尽美，" Thea能源联合创始人兼首席执行官布莱恩・贝尔津在接 受《科技创业》采访时表示，"我们有办法在后端环节修正设备的缺陷。" 这一误差容忍度或将为Thea 能源在竞争中抢占先机。 这一创新设计具备多项优势。首先，它让Thea能源得以快速迭代优化磁体设计。贝尔津透露，过去两年 间，公司已对磁体设计方案调整了 60 余次。"大多数核聚变企业所使用的磁体、激光器或楔形部件，体 积堪比一辆汽车。如此一来，单个部件的成本高达 2000 万美元，生产周期更是长达两年。" 其次，该设计使公司能够通过软件控制系统，弥补磁体在制造或安装过程中产生的误差。为测试初代控 制系统性能，Thea能源搭建了一个由 9 个磁体组成的 3×3 阵列，并在阵列中配备了传感器 ...

每经记者｜郑雨航 每经编辑｜程鹏 兰素英 ① 【三大期指齐涨】道指期货涨0.40%、标普500指数期货涨0.42%、纳指期货涨0.44%。 ② 【黄金、白银齐涨】截至发稿，现货黄金报4344美元/盎司，日内上涨0.99%；现货白银报63.79/盎司，日内上涨2.88%。 ③ 【太空概念股走高，SpaceX据悉启动投行遴选】太空概念股盘前走高。截至发稿，DXYZ、回声星通信涨近4%，Rocket Lab涨近2%。 消息面上，据媒体报道，马斯克旗下火箭制造商SpaceX的高管们正开始着手遴选华尔街投行，为其首次公开募股（IPO）提供咨询服务。据上周报道， SpaceX正寻求明年进行IPO，拟融资规模将远超300亿美元，有望缔造史上最大IPO，目标估值约1.5万亿美元。 ④ 【无安全员、无乘员，特斯拉启动Robotaxi无人驾驶测试】特斯拉副总裁陶琳发文确认：在美国得州奥斯汀，取消了安全员的特斯拉无人驾驶网约车正 进行测试。 ⑤ 【欧洲委员会预计撤销2035年内燃机汽车禁售令】据媒体报道，欧洲委员会预计将于本周二撤销欧盟对2035年起禁售新型内燃机汽车的规定。截至发 稿，Stellantis盘前上涨1.7%，福特上 ...

Group 1 - Major stock indices are showing positive movements, with Dow futures up 0.40%, S&P 500 futures up 0.42%, and Nasdaq futures up 0.44% [1] - Gold and silver prices have increased, with spot gold at $4344 per ounce, up 0.99%, and spot silver at $63.79 per ounce, up 2.88% [1] - SpaceX is reportedly selecting investment banks for its upcoming IPO, aiming to raise over $30 billion, with a target valuation of approximately $1.5 trillion [1] - iRobot, the pioneer of robotic vacuum cleaners, has filed for bankruptcy protection, with its assets and liabilities estimated between $100 million and $500 million [1] Group 2 - The European Commission is expected to withdraw the ban on new internal combustion engine vehicles starting in 2035, positively impacting automakers like Stellantis, Ford, and General Motors [2] - Elon Musk has publicly criticized nuclear fusion power, suggesting that building small fusion reactors on Earth is impractical, while proposing a plan to deploy solar-powered AI satellites [2] - JetBlue Airways has reported a near-collision incident involving a military aircraft crossing its flight path, leading to a slight decline in its stock [2] - NVIDIA is hosting a closed-door summit to address the power shortage issues facing data centers, which could hinder AI development [2] Group 3 - Several companies, including Allergan, Ferrovia, Insmed, Monolithic Power Systems, Seagate Technology, and Western Digital, will be added to the Nasdaq 100 index [3]

来源：科创板日报 在马斯克最新的太空AI设想中，其计划每年部署100GW的太阳能AI卫星，规模堪比美国全国电力的四 分之一。 他强调，随着计算集群的增长，对电力供应和冷却的综合需求会升级到地面基础设施难以跟上的地步。 为达到每年200GW至300GW的持续算力容量，就需要建造规模庞大且造价昂贵的发电厂，因为一座典 型的核电站的持续发电量约为1GW。 "在太空中，你可以利用持续的太阳能，实际上你不需要电池，因为太空永远阳光充足，而且太阳能电 池板实际上会更便宜，因为你不需要玻璃或框架，冷却也只是辐射冷却。"他解释称。 中信证券指出，由于太空环境中无法接入任何地面电网，而传统化石能源的补给成本极高，因此光伏几 乎成为太空算力卫星使用的唯一高效长期的能源供给形式。此外，太阳能帆板可折叠发射后在轨展开， 易于根据算力需求扩展面积。 就在马斯克为太阳能持续站台之际，特斯拉旗下光伏业务正重整旗鼓。今年10月，特斯拉宣布已开始在 位于纽约州布法罗市的超级工厂生产其自主研发的新型太阳能电池板。首批产品预计将于2026年第一季 度交付。而在去年，公司光伏安装量跌至谷底，一度停止对外公布相关数据。 马斯克指出，太阳本身已是天空中 ...

Core Viewpoint - Elon Musk publicly criticized the construction of small nuclear fusion reactors, deeming it economically foolish compared to the energy provided by the sun, which he describes as a massive, free nuclear fusion reactor [1]. Group 1: Nuclear Fusion Critique - Musk stated that building small nuclear fusion reactors on Earth is "extremely foolish" [1]. - He emphasized that the energy produced by the sun can meet the energy demands of the entire solar system [1]. Group 2: Solar Energy Initiative - Musk's latest proposal includes deploying 100 GW of solar energy AI satellites annually, which would equate to about a quarter of the total electricity consumption of the United States [1].