中信建投表示，DeepSeek模型更新至V3.1版，新增支持FP8精度和国产芯片。此举有望推动国产算力生 态加速落地。腾讯业绩会上透露，公司推理芯片供应渠道多元化，国际供应链波动下，国产推理算力芯 片或成助力。华为昇腾芯片近期在政府、金融等行业的应用逐步扩大，进一步体现国产芯片的市场竞争 力正在提升。 市场昨日震荡调整，三大指数涨跌不一。沪深两市全天成交额2.42万亿，较上个交易日放量158亿，成 交额连续7个交易日超2万亿。板块方面，油气、数字货币、美容护理、银行等板块涨幅居前，稀土永 磁、PEEK材料、液冷服务器、CPO等板块跌幅居前。截至昨日收盘，沪指涨0.13%，深成指跌0.06%， 创业板指跌0.47%。 在今天的券商晨会上，中信建投指出，DeepSeek-V3.1发布，国产算力板块迎催化；国金证券认为，AI 服务器出货量带动电子氟化液需求快速提升；银河证券表示，商业航天产业规模预计将持续高增。 中信建投：DeepSeek-V3.1发布，国产算力板块迎催化 银河证券指出，当前广东、上海、北京等地已经出现集群化效应，可回收火箭、低成本卫星以及星间链 路等关键技术也在逐步的取得突破。根据蓝箭航天预测，预 ...

（文章来源：第一财经） 中国银河证券指出，当前广东、上海、北京等地已经出现集群化效应，可回收火箭、低成本卫星以及星 间链路等关键技术也在逐步的取得突破。根据蓝箭航天预测，预计在来3年内，中国商业航天将迎来高 光时刻，可回收火箭技术成熟，运输成本降至每公斤3万元以下，已逐步接近海外竞争对手的技术能 力；同时，卫星的载荷能力以及火箭的运力成本也在逐步优化，供给端发行数量预计将呈现高增态势。 需求端方面，本次广东省出台的政策措施将低空经济以及太空旅游纳入首批示范场景，技术发展的同时 应用端也在积极布局，应用场景的想象空间不断扩大。下游应用场景中低空经济在城市空中交通、工业 应用以及农林生产等方面已经取得较好突破，叠加未来太空旅游的需求增长，预计产业空间将进一步提 升。 ...

Core Insights - The article highlights the emergence of clustering effects in regions such as Guangdong, Shanghai, and Beijing, with significant advancements in key technologies like reusable rockets, low-cost satellites, and inter-satellite links [1] - According to Blue Arrow Aerospace, the Chinese commercial space industry is expected to experience a peak in the next three years, with reusable rocket technology maturing and transportation costs dropping below 30,000 yuan per kilogram, approaching the capabilities of overseas competitors [1] - The supply side is projected to see a high growth trend in the number of launches, while the demand side benefits from Guangdong's new policies that include low-altitude economy and space tourism as initial demonstration scenarios, expanding the application landscape [1] Industry Developments - The low-altitude economy has made significant breakthroughs in urban air traffic, industrial applications, and agricultural production, indicating a growing market potential [1] - The anticipated growth in space tourism demand is expected to further enhance the industry's market space [1]

作者｜黄楠 编辑｜彭孝秋 硬氪获悉，北京穿越者载人航天科技有限公司（以下简称"穿越者"）近日完成天使+轮超募融资，本轮由启迪之星创 投加投，这也是继彬复资本、中天汇富数千万天使+轮融资后，公司近一个月内获得的超募融资。 「穿越者」是硬氪长期关注的企业。公司成立于2023年1月，作为国内鲜少具备商业载人航天全方位、全流程研制、 开发和运营能力的企业，专注可重复使用载人飞船研制与太空旅游运营，致力于打造中国的"龙"飞船，实现为国家和 商业低成本送人送货。 当前，太空旅游的行业认知正经历结构性跃升。随着蓝色起源、维珍银河等国际企业持续增加发射频次、可重复使用 航天器的突破使单次飞行成本大幅下降，太空旅游正从富豪专属的奢侈体验逐步向更广阔的高端消费市场拓展。 其中就在本月，格林纳达籍华人孙宇晨完成亚轨道太空飞行，相关话题迅速登顶社交平台热搜，这种"名人效应"也在 加速市场教育进程。越来越多的个人消费者开始将太空旅行视为可实现的消费选择，行业进入"技术落地向市场爆发 过渡"的战略窗口期。 穿越者壹号（CYZ1）亚轨道载人飞船 目前，穿越者壹号（CYZ1）飞船已进入工程研制阶段，首艘试验舱开始投产，已完成中国商业航天首次 ...

Core Insights - Beijing ChuanYueZhe Manned Space Technology Co., Ltd. has completed a multi-million yuan angel round financing to accelerate the development of its CYZ1 suborbital manned spacecraft and its first test vessel [1][5] - The CYZ1 spacecraft aims to be fully reusable, achieving 99% reusability, and will incorporate advanced escape technology and high-precision landing capabilities [2][5] - The company plans to conduct key technical tests, including a full-size landing buffer test and zero-height escape tests, with a goal of commercial manned flights by 2028 [5][8] Company Overview - ChuanYueZhe was established on January 11, 2023, focusing on the development of reusable manned spacecraft and space tourism operations [1] - The company has made significant technological breakthroughs, including ground verification of active thermal protection technology and the development of an intelligent flight control computer [1][3] Industry Perspective - The commercial space industry is viewed as a trillion-yuan market, with significant growth potential in space tourism [7][8] - Investors believe that ChuanYueZhe's comprehensive capabilities in product definition, development, and commercial operation position it as a pioneer in China's commercial space sector [7][8] - The company aims to leverage its technological innovations to enhance China's competitiveness in the global commercial space market [8]

Virgin Galactic Holdings, Inc. (NYSE:SPCE) Q4 2024 Earnings Conference Call February 26, 2025 5:00 PM ET Company Participants Eric Cerny - Vice President, Investor Relations. Michael Colglazier - Chief Executive Officer Mike Moses - President, Spaceline Doug Ahrens - Chief Financial Officer Conference Call Participants Greg Konrad - Jefferies Michael Leshock - KeyBanc Capital Markets Myles Walton - Wolfe Research Tom Nass - TD Cowen Operator Good afternoon. My name is Louella, and I will be your conference ...