Workflow
Aerospace
icon
Search documents
41个机会项目将撬动逾亿投资
Nan Fang Du Shi Bao· 2026-02-01 23:10
罗湖城景。 企业带来了超过百项前沿产品。 1月29日,2026"深港同心·罗湖创景"场景创新大会在深圳罗湖云启国际科技金融中心举行,罗湖以"先 锋罗湖,场景沃土"为引领,进一步发挥罗湖在深港合作中的"桥头堡"作用,推动两地场景资源互通、 协同创新,集中力量资源打造"场景城区"。大会吸引了近200位来自深港两地的政府部门代表、创新企 业负责人参与,共商场景创新路径,共谋产业合作未来。 超百项创新成果集中亮相 十大示范性标杆场景揭晓 清单涵盖人工智能等六大领域 首批12个场景合伙人签约 大会当天,一份涵盖41个项目、预计撬动投资超亿元的"创新机会清单"面向全球发布。2026罗湖区首 批"创新机会清单"聚焦开源鸿蒙/RISC-V、空天技术、人工智能等六大前沿领域,本质上是一份"需求说 明书"——清晰告知创新企业:罗湖需要什么、愿意为什么样的解决方案买单。 该清单是罗湖区围绕区域特色与前沿赛道锚定的新目标,涵盖了开源鸿蒙/RISC-V、空天、人工智能、 生命健康、安全节能环保、智慧生活六大核心领域,这些场景不仅是罗湖产业升级与民生改善的突破 口,更是罗湖为全球创新企业搭建的"应用试验场"和"成果转化台"。 本次大会还 ...
X @Elon Musk
Elon Musk· 2026-02-01 22:02
RT Shay Boloor (@StockSavvyShay)SpaceX just filed with the FCC to launch up to 1M satellites designed to function as solar-powered orbital data centers creating massive AI compute capacity in space.Elon wants to use Starship’s low launch costs and laser-linked satellites to scale AI compute without stressing Earth’s power grid. ...
Moog Flying High On Exceptional Growth And Sector Popularity
Seeking Alpha· 2026-02-01 16:31
Group 1 - The aerospace and defense sectors have gained popularity over the past year, driven by a bullish market outlook [1] - There is an expectation of improving build rates from original equipment manufacturers (OEMs) such as Airbus and Boeing [1] - Strong ongoing aftermarket demand is contributing to the positive sentiment in the industry [1]
Rare SpaceX Bet Turns $1.1 Billion Fund Into a Retail Magnet
Yahoo Finance· 2026-02-01 13:00
In the exclusive world of private-company ownership, Kevin Moss is a rare gatekeeper — offering everyday investors exposure to tech giants before they go public. Elon Musk’s SpaceX is the star attraction. It’s the name that pulls in investors — and the fund’s biggest swing. As of December, Moss’s Private Shares Fund had 13.68% of its $1.1 billion in the aerospace firm, a $151 million stake that made it the fund’s largest holding and, percentage-wise, a bigger bet than the one made by Cathie Wood. Most R ...
X @TechCrunch
TechCrunch· 2026-01-31 21:29
SpaceX seeks federal approval to launch 1 million solar-powered satellite data centers https://t.co/aW8HXB60cE ...
Here is what caused the wild swings in our 34-stock portfolio last week
CNBC· 2026-01-31 18:24
Market Overview - The S&P 500 closed lower on Friday but was slightly higher for the week, with a 0.34% gain for the week and a 1.37% gain for January, briefly topping 7,000 for the first time ever [1] - The Nasdaq was flat for the week and gained 0.95% for January [1] Tech Earnings - Meta Platforms reported earnings that exceeded estimates, leading to a nearly 9% increase in its stock, while Microsoft saw an 8% drop due to disappointing results from its cloud computing business [1] - Apple broke an eight-week losing streak with a strong quarter driven by a 23% increase in iPhone sales, but concerns over memory shortages impacted its stock [1] - GE Vernova and Corning reached all-time highs, with Corning's stock rising after a $6 billion deal with Meta [1] Non-Tech Companies - Starbucks shares fell over 6% despite a promising quarter and a bullish Investor Day, indicating potential for a buying opportunity if the decline continues [1] - Honeywell shares reached an all-time high following a strong earnings report and news of accelerated aerospace spinoff plans, gaining nearly 3% for the week [1] - Dover's stock fell over 2% due to profit-taking after a strong earnings report, while Danaher and Boeing closed lower for the week [1] Software Sector - The software sector faced significant sell-offs, with Salesforce dropping 7% and ServiceNow falling 10% despite better-than-expected results [1] - Concerns over AI-driven disruptions led to a revaluation of SaaS companies, compressing price-to-earnings ratios [1] - Cybersecurity stocks like Palo Alto Networks and CrowdStrike also declined, but were viewed as buying opportunities [1] Federal Reserve Developments - The Federal Reserve held interest rates steady after three consecutive rate cuts, with Chairman Jerome Powell noting solid economic activity and stabilization in the unemployment rate [1] - President Trump nominated Kevin Warsh to succeed Powell, which is seen as a more hawkish move, impacting gold and silver prices negatively [1]
X @BBC News (World)
BBC News (World)· 2026-01-31 16:47
Musk's SpaceX applies to launch 1m satellites into orbit https://t.co/1UE1pH9fL2 ...
X @Elon Musk
Elon Musk· 2026-01-31 14:23
RT Ezra Feilden (@ezrafeilden)Awesome detail from the SpaceX orbital datacenter filing - heliocentric disposal of satellites at their end of life. This is necessary long term and is something we've been talking about for a while. You can't re-enter that amount of mass without causing problems. https://t.co/wuPN7EarDR ...
The $1.2 Trillion Aerospace And Defense Supercycle
Seeking Alpha· 2026-01-31 12:30
Core Insights - Aerospace and defense stocks have recently experienced a surge in demand for equipment and services, driven by both commercial and defense markets [1] Group 1: Industry Overview - The aerospace and defense sector is currently witnessing one of its busiest earnings weeks for the quarter [1] - The demand for aerospace and defense equipment and services is increasing significantly, indicating strong growth prospects in the industry [1] Group 2: Analyst Background - Dhierin-Perkash Bechai is an experienced analyst in the aerospace, defense, and airline sectors, with a background in aerospace engineering [1] - The analyst provides data-informed analysis to identify investment opportunities within the aerospace, defense, and airline industries [1]
X @Elon Musk
Elon Musk· 2026-01-31 07:44
RT Nic Cruz Patane (@niccruzpatane)SpaceX says it aims to deploy up to 1 million orbital satellite data centers in space to provide enough compute power for large-scale AI inference and training.• Satellites will get constant power in space.• No batteries are needed.• No glass framing required, which makes the solar panels cheaper to produce.• Passive Radiative coolingElon says space will be the lowest-cost place to put AI within 3 years. ...