从火箭分离的搭载英伟达半导体的Starcloud的首颗卫星（11月、引自SpaceX官方网站） 在地面上大量建设AI数据中心会导致电力不足，进行冷却也需要大量水。而在太空，光伏 电池的发电效率最高可达地面的8倍，向太空释放废热也无需冷却水。美国科技巨头开始推 进太空数据中心构想…… 美国科技企业正在推进在太空建立用于AI的数据中心的构想。谷歌计划2027年发射人造卫星，SpaceX 和OpenAI也显示出兴趣。英伟达正在为发射搭载AI半导体的人造卫星的企业提供支援。太空数据中心 有可能替代正在激增的用于AI的地面基础设施。 在人造卫星设置服务器，24小时以太阳能供电 太空数据中心是在地球轨道上的人造卫星上设置服务器，在宇宙空间进行数据处理和存储的机制。各企 业正在描绘通过群控拥有计算和通信能力的人造卫星来替代地面数据中心的构想。 电力可以在宇宙空间利用光伏电池昼夜发电。由于地面数据中心在未来难以确保所需的大量电力和水， 太空数据中心作为未来基础设施的形态而迅速受到关注。 "这是在宇宙空间中扩大机器学习计算能力的大胆挑战"。谷歌在11月公布了太空数据中心项目"太阳捕 手"计划（Project Suncatche ...

Industry News - In 2025, China is set to achieve multiple breakthroughs in manned spaceflight, deep space exploration, and commercial aerospace, with a record 92 launches planned for the year, marking a significant milestone for the country's space ambitions [1] - The number of approved innovative drugs in China reached 76 in 2025, significantly surpassing the 48 approved in 2024, with a total transaction value of over $130 billion in licensing deals, also a record high [2] - The artificial intelligence industry is transitioning from a "model-driven" approach to a "data-driven" model, as evidenced by the successful trading of a "bodily intelligence dataset" in Jiangsu Province [2] Company News - Luxshare Precision announced that it is currently operating normally and is not affected by any unusual circumstances, addressing recent rumors that have caused market confusion [4] - Xiaomi reported delivering 410,000 cars in 2025, with its factory in Yizhuang receiving 130,000 visitors for tours and experiences [4]

夯实根基，需要保持历史耐心和战略定力。无论是建设现代化产业体系，还是全面推进乡村振兴；无论 是实现高水平科技自立自强，还是积极稳妥推进碳达峰碳中和，都难以毕其功于一役，都需要付出百倍 努力，来不得半点虚功、容不得丝毫马虎。要牢固树立和践行正确政绩观，保持"时时放心不下"的责任 感，增强只争朝夕的紧迫感，务实功、出实招、求实效，既做即期见效的显绩，更做打基础、增后劲、 利长远的潜绩。在工作中，坚决杜绝"把说了当做了、把做了当做成了、把做成了当做好了"，避免出现 不必要的"沉降"现象，给发展留下后遗症。 站在"十五五"规划开局之年，我们对"夯实基础"有着更深刻的理解。党的二十届四中全会指出，"十五 五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时期，在基本实现社会主义现代化进程 中具有承前启后的重要地位。 夯实基础，就是要更加关注对发展和安全具有基础性影响的事，巩固拓展优势、破除瓶颈制约、补强短 板弱项，使发展根基更稳、韧性更强。全面发力，就是要锚定目标，聚焦经济社会发展各领域协同发 力，实现系统性突破、整体性提升。 九层之台，起于累土。越是长久基业、长远大计，越是要从基础做起、从根本抓起。推进中国式现 ...

Group 1 - TSMC's 2nm production plan is progressing as scheduled, with plans to build three new factories to meet strong market demand. The risk trial production for TSMC's 1.4nm process is expected to start in 2027 [2] - Black Sesame Technology announced a strategic acquisition of Yizhi Electronics, which will result in Black Sesame holding 60% of Yizhi's shares. The core team of Yizhi has committed to achieving a cumulative revenue of no less than 1.2 billion yuan and a net profit of no less than 90 million yuan over the next three years [3] - Jin Feng Technology's subsidiary, Jianghan Asset, holds a 4.14% stake in Blue Arrow Aerospace, making it the sixth-largest shareholder as the company prepares for its IPO [4] Group 2 - The EAST nuclear fusion experiment in China has confirmed the existence of a density-free zone in the Tokamak, with results published in the journal "Science Advances" [5][6] - Data analysis indicates that micro-vacations at hot springs and ice and snow tourism will dominate consumer spending during the New Year holiday, with an 8% increase in visitor numbers to hot spring resorts compared to last year [7] - SAIC Audi announced a retail target of 47,258 units for the year 2025, representing a 23% year-on-year increase [8] Group 3 - TrendForce has downgraded the global laptop shipment forecast for 2026 to a 5.4% year-on-year decline, reflecting conservative attitudes among brands due to rising costs [9] - Samsung Electronics reported positive feedback from customers regarding the competitiveness of its HBM4 chips, with market shares of 35% for Samsung, 53% for SK Hynix, and 11% for Micron as of Q3 2025 [10] - The Robotex World Robot Competition Asian Finals has commenced in Shanghai, focusing on sustainable development goals and providing an international platform for youth technology talent [11] Group 4 - The U.S. apartment market is experiencing its worst performance in over a decade, with a 1.9% year-on-year decline in apartment prices, the largest drop since 2012 [12] - The cryptocurrency market faced significant turmoil, with Bitcoin dropping nearly 30% from its peak two months ago, leading to over 106,000 liquidations and a total liquidation amount of $121 million [14]

Core Viewpoint - The article highlights the vigorous development of commercial spaceflight in China, with multiple rocket launches planned for 2025, marking a significant advancement in the country's space endeavors [1] Group 1: Commercial Space Development - In 2025, various commercial rockets will be launched, indicating a robust growth in China's commercial space sector [1] - The new blueprint for China's space program is being unveiled in the first year of the 14th Five-Year Plan [1] Group 2: Key Projects and Missions - The manned lunar landing project will initiate several experiments [1] - The Chang'e 7 mission is set to travel to the Moon's south pole to search for evidence of water ice [1] - Multiple new rockets will have their maiden flights and will challenge recovery technologies [1] Group 3: Strategic Goals - China is embarking on a new journey towards becoming a major space power [1]

Group 1: Space Exploration - In 2025, more spacecraft will be sent into space, with China's Tianwen-2 successfully launched to explore asteroid 2016HO3 and conduct scientific investigations on comet 311P [2] - The commercial space sector is accelerating, exemplified by the successful landing of the lunar lander "Blue Ghost" by American company Firefly Aerospace, which aims to support NASA's Artemis program [2] - The Artemis program faces delays, with the core launch vehicle, the Starship, experiencing multiple test flight failures in early 2025, although recent tests have met key objectives [2] Group 2: Gene Editing - A significant breakthrough in gene editing was marked by the first personalized gene editing therapy for a baby with a rare metabolic disease, showcasing the transition from concept to reality in customized treatments [3][4] - Chinese teams reported successful cases of organ transplantation from gene-edited pigs to brain-dead human patients, indicating advancements in xenotransplantation [3] - A kidney transplant from a gene-edited pig to a terminally ill patient maintained functionality for 271 days, setting a new record [3] Group 3: Artificial Intelligence - Chinese AI company DeepSeek released an open-source model, DeepSeek-R1, which lowers the resource cost for AI applications, helping to bridge the digital divide in developing countries [5] - Major AI firms, including OpenAI and Google's DeepMind, launched new versions of large models, achieving breakthroughs in text understanding and multi-modal generation [5] - AI's potential in research is highlighted by significant achievements, such as the development of AI tools for drug trials and advancements in quantum computing [5] Group 4: Energy Transition - The global shift towards renewable energy is recognized as a critical path for addressing climate change, with China being a key driver in this transition [6] - The UN climate change conference in Brazil achieved positive political outcomes, emphasizing international cooperation for green transformation [7] - Progress in fusion energy is marked by the completion of components for the world's largest superconducting magnet system, moving closer to controlled nuclear fusion [7] Group 5: Global Technology Governance - The rapid development of technology, particularly AI, brings risks such as misinformation and intellectual property infringement, prompting a consensus on the need for enhanced governance [8] - The UN has initiated global dialogues on AI governance, and China proposed the establishment of a World AI Cooperation Organization to promote beneficial AI development [8] - Experts emphasize the importance of stable research funding, international collaboration, and cross-disciplinary skills to ensure equitable and sustainable technological advancements [8]

Group 1: Space Exploration - In 2025, more spacecraft will be sent into space, with China's Tianwen-2 successfully launched to explore asteroid 2016HO3 and comet 311P, enhancing human research capabilities in the solar system [2] - The commercial space sector is accelerating, exemplified by the successful landing of the lunar lander "Blue Ghost" by American company Firefly Aerospace, which aims to gather critical data for NASA's Artemis program [2] - The Artemis program faces delays, with multiple task modules behind schedule and the core launch vehicle, the Starship, experiencing three failed test flights in early 2025, although two successful tests occurred in August and October [2] Group 2: Gene Editing - A breakthrough in gene editing is highlighted by the case of a U.S. infant, KJ Mardun, who received the world's first personalized gene editing therapy for a rare metabolic disease, marking a significant advancement in customized gene treatments [3][4] - Chinese teams reported successful cases of organ transplantation using gene-edited pigs, including the first successful liver and lung transplants into brain-dead patients, showcasing advancements in xenotransplantation [3] - A U.S. patient with end-stage kidney disease received a gene-edited pig kidney transplant, which maintained function for 271 days, setting a new record [3] Group 3: Artificial Intelligence - Chinese AI company DeepSeek released an open-source model, DeepSeek-R1, achieving top-tier performance at lower resource costs, which helps reduce barriers to AI adoption in various industries [5] - Major AI firms, including OpenAI and Google's DeepMind, launched new versions of large models in 2025, making significant advancements in text understanding and multi-modal generation capabilities [5] - AI's potential in research is evident, with DeepMind's Gemini model scoring at a gold medal level in an international math competition and OpenAI's GPT-5 achieving breakthroughs in combinatorial mathematics [5] Group 4: Energy Transition - The global renewable energy sector is experiencing rapid growth, with China recognized as a key driver in the transition to renewable energy, according to a report by Science magazine [6] - The UN climate change conference in November 2025 achieved positive political outcomes, demonstrating a commitment to green and low-carbon transitions despite the absence of the U.S. government [6] - In fusion energy, the completion of components for the world's largest superconducting electromagnet system for the "artificial sun" marks a significant step towards achieving controllable nuclear fusion energy [7] Group 5: Technology Governance - The rapid development of technology, particularly AI, has raised new risks, including misinformation and intellectual property infringement, prompting a global consensus on the need for enhanced governance [8] - The UN has initiated global dialogues on AI governance, and China proposed the establishment of a World AI Cooperation Organization to promote beneficial AI development [8] - Experts emphasize the importance of stable research funding, international collaboration, and cross-disciplinary cooperation to ensure equitable and sustainable technological advancements [8]

人工智能加速迭代 新华社北京1月2日电 题：拓展认知 改变生活——2025年全球科研发展回眸 新华社记者 2025年，全球科研取得多项成果，在航天探索、生命科学、人工智能、新能源等领域的进展持续拓展人 类认知疆界、改变人们生活状态。一批新兴技术迅猛发展，在赋能千行百业的同时也带来风险和挑战， 国际社会探讨通过多种途径加强治理。 太空探索任重道远 2025年，人类将更多航天器送入太空。中国天问二号探测器在5月成功发射，主要任务目标是对小行星 2016HO3进行探测、取样并返回地球，再对主带彗星311P开展科学探测，国际专家评价该探测器将拓展 人类研究太阳系天体的能力。 商业航天提速成为带动航天业发展的新引擎。美国"萤火虫"航空航天公司研发的月球着陆器"蓝色幽 灵"3月成功登陆月球表面，旨在为美国"阿耳忒弥斯"登月计划采集关键数据。 然而，"阿耳忒弥斯"计划的多个任务模块进度滞后，时间表一再更改。该计划核心运载工具——新一代 重型运载火箭"星舰"在2025年上半年遭遇试飞三连败，8月和10月实施的两次试飞实现了核心目标，包 括有效载荷部署演示、助推器着陆方案调整等，接下来还要攻克在轨燃料补给、飞船回收等技术难点。 ...

Group 1 - The end of Jerome Powell's era as Federal Reserve Chairman is anticipated by 2026, with speculation about his political legacy and the economic environment he will leave behind [3] - The upcoming SpaceX IPO is expected to be a significant event, potentially marking the largest IPO in history, providing Elon Musk with additional funding for his ambitions [6] - The success of SpaceX could mitigate any negative impacts from potential delays in the anticipated rollout of Tesla's Robotaxi in 2026 [6] Group 2 - Despite discussions about an AI bubble, major tech companies continue to thrive due to their profitable businesses in advertising, e-commerce, software, and cloud services, which provide a buffer for their investments in unprofitable AI models [2] - The growth of prediction markets, exemplified by Coinbase's partnership with Kalshi, reflects a novel way to gauge public sentiment, although it has sparked concerns about gambling and the influence of new financial tools [4] - The expansion of the "Musk trade" is expected to continue, with the SpaceX IPO providing shareholders another avenue to support Musk, even as it may dilute excitement around Tesla [5][6]

Core Viewpoint - The article discusses the potential IPOs of three major tech unicorns: SpaceX, OpenAI, and Anthropic, which could lead to a historic capital market event, significantly impacting Wall Street and the broader investment landscape [4][5]. Group 1: IPO Potential and Market Impact - If any of the three companies successfully go public this year, the single transaction size could surpass the total fundraising of approximately 200 IPOs in the U.S. in 2025 [5][14]. - SpaceX is reportedly planning a secondary market stock sale with a valuation of up to $800 billion, aiming for an IPO within the next 12 months [7]. - OpenAI's current valuation stands at $500 billion, with discussions for a new funding round targeting $750 billion or higher [8]. - Anthropic has officially engaged a law firm to prepare for its IPO and is negotiating a funding round with a target valuation exceeding $300 billion [9][10]. Group 2: Historical Context and Economic Drivers - The IPO market in 2026 is attempting to recover from a challenging previous year, where major tech IPOs were hindered by external factors, resulting in a total fundraising of just over $30 billion in the first nine months of 2025 [13]. - The successful IPOs of these companies could lead to substantial returns for early investors, with notable firms like Founders Fund and Khosla Ventures holding significant stakes in SpaceX and OpenAI, respectively [12]. - The article highlights that these companies are seen as macroeconomic drivers, with their IPO decisions not merely reactive to market conditions but indicative of their strong market positions [15][16].