太空，成为了AI基建新的必争之地。 最近一段时间，无论是在硅谷还是国内，太空数据中心都是热议的焦点之一。 而马斯克，更是凭一己之力扛起宣传大旗，—连几条推文无不与此相关。 先是确认SpaceX未来将在太空部署数据中心： 后又在谷歌宣布太空数据中心计划时留下"Interesting"这样的评论，明确肯定了谷歌的眼光。 同时在接受公开采访时表示： 地球只接收到太阳能量的20亿分之一，如果想要产生相比地球来说多几个数量级的能量，你必须进入太空。 未来4~5年内，在太空部署和运行大规模AI系统的成本可能比在地球上运行同类系统更具成本效益。 …… 是否在同一个群我们不知道，但如果真有的话，群主一定非马斯克莫属（doge）。 如开头所提，其相关言论最近可以追溯到SpaceX这家公司身上。 人们推测，这家可能明年就要进行IPO的公司炒作"太空数据中心"概念，正是马斯克造势的手段。 就像打造"特斯拉和Optimus"这对搭档一样，马斯克曾通过不断炒作Optimus人形机器人等项目来让特斯拉搭上投资者最热衷的AI叙事快车。 按下是否是炒作不表，我们来看马斯克要在太空建立数据中心的具体逻辑。 马斯克的判断，其实并不复杂，甚至可以 ...

| | | | | 前复权 つ ⊙ ① DXYZ Destiny Tech100 | | | | --- | --- | --- | --- | --- | --- | --- | | | | 40.980 | 41.090 | 37.960 + +0.960 +2.59% | | 收盘价 12/12 16:00 美克 | | | | | 37.960 | 39.880 + 1.920 +5.06% | | 雷前价 12/15 04:16 美奈 | | | | | 32.538 | 三 7 24 华 × 9 目 ♥ 自选 | | 快捷交易 | | | | | 28.262 | 最高价 40.980 开盘价 40.470 | | 成交量 757.72万 | | | | | 23.986 | 最低价 36.000 | 昨收价 37.000 | 成交额 2.95亿 | | | | | | 平均价 38.965 | 市空室 M 21.40 | 总市值 5.48亿 (--) | | | 19.711- | | 19.711 | 振 幅 13.46% | 市盈率(静) 23.69 | 总股本 1442.8万 | | | ...

太空，成为了 AI 基建新的必争之地。 显而易见，敢想敢拼的马斯克，正在将太空数据中心作为 AI 基建的下一块试验田。 不只是他。 包括亚马逊贝索斯、谷歌前 CEO 施密特等也在纷纷谈论和布局。 所以这太空数据中心究竟为何物？又为何吸引一众硅谷大佬的目光？ 来听他们是怎么说、怎么做的 —— 马斯克带头，硅谷刮起了"太空数据中心风" 最近一段时间，无论是在硅谷还是国内，太空数据中心都是热议的焦点之一。 而马斯克，更是凭一己之力扛起宣传大旗，一连几条推文无不与此相关。 先是确认 SpaceX 未来将在太空部署数据中心： 后又在谷歌宣布太空数据中心计划时留下"Interesting"这样的评论，明确肯定了谷歌的眼光。 同时在接受公开采访时表示： 地球只接收到太阳能量的 20 亿分之一，如果想要产生相比地球来说多几个数量级的能量，你必须进入太空。 未来 4~5 年内，在太空部署和运行大规模 AI 系统的成本可能比在地球上运行同类系统更具成本效益。 …… 关于硅谷最近刮起的"太空数据中心风"，The Information 是这样吐槽的： 每隔一段时间，科技界的知名人物就会开始如此积极地炒作同一个话题，以至于让人怀疑他 ...

最近一段时间，无论是在硅谷还是国内， 太空数据中心 都是热议的焦点之一。 而马斯克，更是凭一己之力扛起宣传大旗，—连几条推文无不与此相关。 先是确认SpaceX未来将在太空部署数据中心： 一水 发自 凹非寺 量子位 | 公众号 QbitAI 太空，成为了AI基建新的必争之地。 后又在谷歌宣布太空数据中心计划时留下"Interesting"这样的评论，明确肯定了谷歌的眼光。 同时在接受公开采访时表示： 地球只接收到太阳能量的20亿分之一，如果想要产生相比地球来说多几个数量级的能量，你必须进入太空。 未来4~5年内，在太空部署和运行大规模AI系统的成本可能比在地球上运行同类系统更具成本效益。 …… 显而易见，敢想敢拼的马斯克，正在将太空数据中心作为AI基建的下一块试验田。 不止是他。 包括亚马逊贝佐斯、谷歌前CEO施密特等也在纷纷谈论和布局。 所以这太空数据中心究竟为何物？又为何吸引一众硅谷大佬的目光？ 来听他们是怎么说、怎么做的—— 马斯克带头，硅谷刮起了"太空数据中心风" 关于硅谷最近刮起的"太空数据中心风"，The Information是这样吐槽的： 每隔一段时间，科技界的知名人物就会开始如此积极地炒作同 ...

Core Viewpoint - The stock of Shunhao Co., Ltd. (002565) has seen a significant increase, rising over 130% in the last 12 trading days, but the company has issued a risk warning regarding its business collaboration with Beijing Rail Transit Technology Co., Ltd. [1] Group 1: Stock Performance - Shunhao Co., Ltd. hit a new high with a limit-up increase of approximately 8% on the 15th, before the limit was lifted [1] - The stock has accumulated a rise of over 130% in the past 12 trading days [1] Group 2: Business Risks - The company stated that its existing business does not have synergistic effects with the business of Beijing Rail Transit Technology Co., Ltd. [1] - The business of Beijing Rail Transit is subject to macroeconomic factors, industry policies, and market environment changes, which may lead to risks in industrialization and commercialization [1] - The "Tianshu Tiansuan" business may only have clear commercial value in the next five years, while the "Dishu Tiansuan" business may take five to ten years to compete with ground data centers [1] - The space data center faces significant challenges such as strong radiation, difficult orbital maintenance, debris hazards, and regulatory issues related to data governance and space traffic [1] Group 3: Financial Performance - For the first three quarters of 2025, the net profit attributable to shareholders of the listed company was 67.319 million yuan, a year-on-year increase of 20.29% [2] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 22.1344 million yuan, a year-on-year decrease of 61.12% [2]

随着人工智能行业对算力需求的爆炸式增长，美国科技巨头的目光正集体转向轨道空间，试图通过"太空数据中心"这一概念解决地面基础设施的 瓶颈。 这种曾经属于科幻范畴的构想，近期因SpaceX创始人马斯克、亚马逊创始人贝佐以及英伟达CEO黄仁勋等重量级人物的密集发声而成为市场焦 点。 在最新的行业动态中，这种热情已开始转化为实际行动。谷歌作为全球最大的云服务提供商之一，上月宣布计划在2027年发射原型卫星，以测试 其AI芯片在太空环境下的表现。与此同时，初创公司Starcloud本周宣布，已在一颗搭载英伟达GPU的演示卫星上成功训练了该领域首个太空大语 言模型。 这一趋势背后的逻辑并非仅限于技术愿景，更折射出美国本土数据中心面临严峻的电力短缺和监管阻力。行业领袖们认为，与其在地面应对日益 高昂的电力成本和社区反对，不如利用太空无尽的太阳能和天然冷却环境。 对投资者而言，这一叙事正在重塑这一硬件领域的资本支出预期，特别是在SpaceX筹备上市的背景下，将AI基础设施引入太空为火箭发射业务注 入了新的增长想象力。 尽管面临辐射风险和维护难题的质疑，但随着发射成本的结构性下降，太空数据中心正从理论走向早期的商业验证阶段。 ...

Major Announcements - Shunhao Co., Ltd. faces potential delays and lower-than-expected commercialization benefits for its space data center project due to strong radiation and other factors [1] - Pudong Jinqiao's chairman Wang Ying has left the company due to a job transfer [1] Investment Projects - Jiaze New Energy plans to invest approximately 3.557 billion yuan in a green hydrogen and aviation fuel chemical co-production project in Jixi City, Heilongjiang Province [2] - Zoli Pharmaceutical intends to acquire a multi-trace element injection asset group for a total price of 356 million yuan [2] Regulatory Approvals - Jiankang Medical's U.S. subsidiary received pre-market notifications from the FDA for its four-in-one and three-in-one testing kits for respiratory viruses [3] - Saiyi Information has been approved to lead a national major science and technology project focused on intelligent manufacturing systems and robotics [4] - Jinpan Technology has received approval from the China Securities Regulatory Commission for issuing convertible bonds to unspecified investors [2] Corporate Actions - Hason Co., Ltd. is adjusting its plan to acquire assets, now focusing solely on acquiring a 45% stake in Suzhou Langkes [5] - Yipin Hong's U.S. subsidiary Arthrosi Therapeutics is set to be acquired by Sobi USA for a total of up to 950 million USD [5] - Zhonghuan Environmental plans to raise no more than 300 million yuan through a private placement to supplement working capital and repay loans [6] Clinical Trials and Approvals - Junshi Biosciences has received FDA approval for clinical trials of its JS212 drug for treating advanced solid tumors [7]

大家好，我是小圆！金融圈和科技圈最近可能都在热议一个词：史上最大。这个词不是形容手机屏幕， 也不是形容购物节折扣，而是指向一家你可能既熟悉又觉得有些遥远的公司——埃隆·马斯克旗下的太 空探索技术公司（SpaceX）。据多家外媒报道，这家以回收火箭和"星链"互联网闻名世界的公司，正在 紧锣密鼓地推进其首次公开募股（IPO）计划。 这次上市如果成真，其规模之巨，足以载入史册：目标估值据说高达约1.5万亿美元，计划融资超过300 亿美元。 第一个支柱，也是当下最核心的现金牛和增长极，是"星链"卫星互联网业务。简单说，就是通过发射成 千上万颗近地轨道卫星，组建一个覆盖全球的高速互联网星座。这项服务已经为数以百万计偏远地区、 海上、航空的用户提供了网络接入，收入增长迅猛。 但"星链"更大的想象空间在于其"直连手机"的蓝图。想象一下，未来普通的智能手机不需要改造，就能 直接通过卫星进行通信和上网，这将彻底打破地面基站的地理限制，其潜在市场空间被极大地拓宽了。 一场瞄准纪录的资本盛宴 让我们先来感受一下这组数字带来的直观冲击。1.5万亿美元的估值是什么概念？这大约相当于两个多 特斯拉目前的市值，与全球最赚钱的石油公司沙特阿 ...

Core Viewpoint - The article discusses the emerging competition in the space of AI data centers, driven by tech billionaires like Elon Musk and Jeff Bezos, who are exploring the potential of deploying AI computing capabilities in orbit to address the growing energy consumption challenges on Earth [4][6]. Group 1: Industry Trends - The trend of moving data centers to space aims to overcome physical limitations on Earth, particularly the significant power requirements for AI model training and inference [6]. - Supporters envision a future where satellites equipped with AI chips operate in orbit, powered by abundant solar energy, and transmit processed data back to Earth [6]. - The potential for space-based data centers is highlighted by the fact that satellites can harness solar energy at a rate 30% stronger and up to six times more total energy than on Earth, while also benefiting from near-zero temperatures for cooling [7]. Group 2: Key Players - Elon Musk's SpaceX plans to utilize upgraded Starlink satellites for AI computing, potentially valuing the company at $800 billion [4]. - Jeff Bezos's Blue Origin is also developing technology for orbital AI data centers, with significant progress on the New Glenn rocket project [8]. - Other tech leaders, including OpenAI's Sam Altman and Google's executives, are exploring opportunities in this space, with Google planning to deploy test satellites carrying AI chips by early 2027 [9][10]. Group 3: Challenges and Considerations - Despite the promising outlook, there are significant engineering challenges and cost-effectiveness questions regarding the deployment of data centers in space [5][11]. - Technical hurdles include temperature management, radiation protection, and the transmission of large data volumes back to Earth without delays [11]. - The skepticism surrounding the feasibility of space-based data centers is rooted in concerns about whether they can compete with terrestrial facilities, especially as ground-based power limitations are alleviated [12].

Core Insights - SpaceX is preparing for an IPO with a fundraising target exceeding $30 billion and a valuation goal of approximately $1.5 trillion, which would make it the largest IPO in history [2][3] Group 1: IPO Details - The IPO is driven by the strong growth of the Starlink satellite internet service and advancements in the development of the Starship rocket for lunar and Mars missions [3] - Part of the funds raised from the IPO is expected to be used for developing space data centers, including the purchase of necessary chips [3] Group 2: Market Impact - Following the news of SpaceX's IPO plans, stock prices of other aerospace companies increased, with EchoStar rising by 12% before closing up 6%, and Rocket Lab gaining 3.6% [4] Group 3: Valuation and Financial Performance - SpaceX's valuation has seen rapid growth, reaching approximately $800 billion, and is competing with OpenAI for the title of the most valuable private company [5] - The company's valuation has doubled from $180 billion at the end of 2023 to $400 billion in July 2023, and again to $800 billion in a short span [5] - Despite a high valuation, SpaceX's expected revenue for this year is $15 billion, which is less than a quarter of Tesla's nearly $98 billion revenue last year [6]