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美国“星链”网络服务再次中断,乌克兰军方已无法使用
Mei Ri Jing Ji Xin Wen· 2025-09-15 10:42
据央视新闻,美国东部时间9月15日凌晨,太空探索技术公司(SpaceX)旗下卫星互联网服务"星链"再次发生网络服务中断现象。截至美东时间0时35 分,美国有43000多名用户受到影响。 "星链"是一套由马斯克的美国太空探索技术公司研发和运营的系统,通过大量低轨道卫星提供高速互联网连接。"星链"现已为130多个国家和地区提供移 动宽带互联网服务。该公司还计划发射超过12000颗卫星,继续完善其全球高速互联网网络。 在市场拓展上,截至2025年,星链全球用户数量已突破500万,业务范围广泛覆盖航空、海运以及偏远地区互联网接入等领域。 每经编辑|金冥羽 潘海福 有乌克兰媒体报道称,乌克兰军方也无法使用"星链"服务。"星链"的网站上发布消息称:"'星链'目前正在经历服务中断。我们的团队正在调查。" 据太空探索技术公司介绍,"星链"主要为网络连接不稳定、费用高昂或完全无法接入的地区提供高速宽带互联网服务。近来,"星链"已多次出现服务中断 情况。 这次中断进一步加剧了市场对"星链"长期稳定性的担忧。此前,美国宇航局曾在研究中警告太阳活动可能威胁到"星链"快速扩张的网络,因为太阳喷发引 发的地磁风暴正在令地球高层大气升温并 ...
天风证券:坚定看好AI产业链投资机会
Xin Lang Cai Jing· 2025-09-15 07:21
天风证券发布研报表示,海外算力产业链高景气度依旧,并未受到DeepSeek和贸易摩擦的冲击,反而 相关产业链的基本面共振更强,持续看好海外算力产业链投资机会。坚定看好AI行业作为年度投资主 线,国内方面,后续伴随着DeepSeek R2/V4等以及包括Agent、多模态方面相关进展,仍然看好AI行业 以及围绕AIDC产业链的持续高景气。整体上积极看好25年或成为国内AI基础设施竞赛元年以及应用开 花结果之年。中美AI均进展不断,同时推理端持续推进。建议持续关注AI产业动态及AI应用的投资机 会。此外,政府工作报告首次纳入"深海科技",海风看到25年开始明确不断改善趋势,积极关注海风海 缆产业链头部厂商。中长期建议持续重视"AI+出海+卫星"核心标的的投资机会:海外线AI核心方向如 光模块&光器件、液冷等领域值得重视,持续核心推荐;此外国产算力线如国产服务器,交换机, AIDC、液冷等方向核心标的建议积极关注。海风行业国内加速复苏,海外出海具备良好机遇,积极把 握产业变化,核心推荐海缆龙头厂商。近期看到卫星互联网产业国内动态进展呈现,看好后续产业受催 化拉动。 ...
A股收评:创业板指冲高回落涨1.52%,盘中一度站上3100点,游戏、猪肉概念走强
Ge Long Hui· 2025-09-15 07:10
Market Performance - Major A-share indices showed mixed results, with the Shanghai Composite Index down 0.26% to 3860 points, while the Shenzhen Component Index rose 0.63% and the ChiNext Index increased by 1.52%, briefly surpassing 3100 points [1] - Total trading volume for the day was 2.3 trillion yuan, a decrease of 245.2 billion yuan compared to the previous trading day, with nearly 3400 stocks declining across the market [1] Sector Performance - The gaming and esports sectors saw gains, with stocks like Xinghui Entertainment and Perfect World hitting the daily limit [1] - The pork and chicken sectors also performed well, with Aonong Biological and Delisi reaching their daily limit [1] - The CRO sector experienced upward movement, with Zhaoyan New Drug hitting the daily limit [1] - The battery sector initially surged but later retreated, with CATL's gains falling to 9% after peaking at over 14%, marking a historical high [1] - The laser radar sector was active, with Haon Electric rising nearly 12% [1] - Sectors such as precious metals, gold, and minor metals faced declines, with companies like Xiaocheng Technology and Huayu Mining dropping over 5% [1] - The satellite internet sector saw a downturn, led by Sanwei Communication [1] - Other sectors with notable declines included electronic chemicals, superconductors, and aerospace [1] Index Summary - Shanghai Composite Index: 3860.50, down 10.09 points (-0.26%) [1] - Shenzhen Component Index: 13005.77, up 81.64 points (+0.63%) [1] - ChiNext Index: 3066.18, up 45.76 points (+1.51%) [1] - Other indices such as the CSI 300 and CSI 500 showed slight variations, with the CSI 300 up 11.06 points (+0.24%) and the CSI 500 down 10.39 points (-0.15%) [1]
美国星链再断网
Zheng Quan Shi Bao Wang· 2025-09-15 06:03
人民财讯9月15日电,美国东部时间今天(9月15日)凌晨,太空探索技术公司(SpaceX)旗下卫星互 联网服务"星链"再次发生网络服务中断现象。截至美东时间零点35分,美国有43000多用户受到影响。 有乌克兰媒体报道称,乌克兰军方也无法使用"星链"服务。"星链"的网站上发布消息称:"'星链'目前正 在经历服务中断。我们的团队正在调查。"此外无更多细节。 转自:证券时报 ...
星际公民第一步,在地球表面解放三维空间?|低空观察家
Sou Hu Cai Jing· 2025-09-12 03:52
Group 1: Industry Overview - The concept of low-altitude economy is emerging as a new production force, with a projected market size of approximately 505.95 billion yuan in 2023, growing at an annual rate of 33.8% [14][17] - By 2026, the low-altitude economy market in China is expected to exceed 1 trillion yuan, and by 2035, it could reach 3.5 trillion yuan, indicating explosive growth [14] - The demand for digital infrastructure is becoming increasingly urgent as the low-altitude economy expands, similar to how ground transportation relies on mature infrastructure [16][17] Group 2: Technological Advancements - The "SkyPort" concept is being integrated into urban architecture, with new buildings featuring drone docking systems for efficient delivery services [2] - An AI-driven urban traffic management system, referred to as the "Sky Link Brain," is being developed to coordinate the flight paths of thousands of drones, optimizing routes in real-time [2] - The development of eVTOL (electric Vertical Take-Off and Landing) vehicles is anticipated to revolutionize urban transportation, with significant advancements expected in the coming years [10] Group 3: Market Dynamics - The satellite internet market in China is projected to reach nearly 100 billion yuan over the next five years, with global market estimates reaching trillions by 2040 [8] - The rapid expansion of the low-altitude economy is creating new job roles, such as drone swarm flight planners, which are essential for managing complex flight operations [17] - The low-altitude economy encompasses various sectors, including manufacturing, flight services, and application services, indicating a long industrial chain with strong growth potential [14][16]
【每日收评】创业板指涨超5%续创3年多新高,全市场超4200股飘红,AI算力方向持续大涨
Xin Lang Cai Jing· 2025-09-11 08:44
Market Overview - The market showed strong performance with major indices rebounding, with the ChiNext and Shenzhen Composite Index reaching new highs for the year [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.44 trillion, an increase of 459.6 billion compared to the previous trading day [1] - Over 4,200 stocks rose, indicating a broad-based market rally [1] Sector Performance - The computing hardware sector continued to strengthen, with stocks like Industrial Fulian hitting historical highs [2] - The satellite internet concept stocks maintained their momentum, with Dongfang Communication achieving consecutive gains [2] - Semiconductor stocks also saw significant gains, with Haiguang Information hitting the daily limit [2][3] - The demand for computing infrastructure is expected to grow due to the explosion of AI model requirements and the intelligent transformation across various industries [2] Individual Stock Highlights - Industrial Fulian achieved a consecutive gain and has a market capitalization exceeding 1.17 trillion [5] - OpenAI reportedly signed a deal to purchase $300 billion worth of computing power from Oracle over five years, leading to a 36% surge in Oracle's stock price [2] - The semiconductor sector is experiencing an upward demand cycle, driven by AI as a core growth engine [3] Future Market Analysis - The three major indices are showing upward momentum, with the ChiNext and Shenzhen Composite Index reaching new highs [7] - The trading volume has significantly increased, suggesting potential for further upward movement in the market [7] - The sustainability of this upward trend will depend on continued growth in trading volume and whether other sectors can take over leadership if the computing hardware sector experiences a correction [7] Key Market News - The State Council approved a two-year pilot program for market-oriented allocation reforms in ten key urban areas, including Beijing and the Guangdong-Hong Kong-Macau Greater Bay Area [10][11] - In the automotive sector, China's production and sales exceeded 20 million units for the first eight months of the year, with significant growth in new energy vehicle sales [11]
收评:创业板指涨超5%再创年内新高 CPO概念股爆发
Xin Hua Cai Jing· 2025-09-11 07:55
新华财经北京9月11日电 市场全天持续走强,三大指数强势反弹,创业板指和深成指双双再创年内新 高。截至收盘,沪指报3875.31点,涨1.65%,成交10168亿元;深证成指报12979.89点,涨3.36%,成交 14209亿元;创业板指报3053.75点,涨5.15%,成交7043亿元。沪沪深两市成交额2.44万亿元,较上一 个交易日放量4596亿元。 板块方面,CPO、PCB、液冷服务器等板块涨幅居前,贵金属、油气、旅游等板块跌幅居前。 盘面热点 盘面上,算力硬件板块全天走强,工业富联2连板创历史新高。卫星互联网概念股延续强势,东方通信2 连板。芯片概念股集体爆发,海光信息20cm涨停。下跌方面,影视院线概念股走势疲软,幸福蓝海大 跌。 个股涨多跌少,全市场超4200只个股上涨。 消息面上 中汽协:今年1至8月我国汽车产销量首次双超2000万辆同比分别增长12.7%和12.6% 据中国汽车工业协会11日发布数据显示,今年1至8月份,我国汽车产销量首次双超2000万辆。数据显 示,今年1至8月份,我国汽车产销量分别完成2105.1万辆和2112.8万辆,同比分别增长12.7%和12.6%。 其中,新能源汽 ...
收评:创业板指涨超5%再创年内新高 超4200只个股上涨
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-11 07:36
Core Viewpoint - The market experienced a strong rebound on September 11, with all three major indices rising significantly, indicating a positive sentiment among investors [1] Market Performance - The Shanghai Composite Index rose by 1.65%, the Shenzhen Component Index increased by 3.36%, and the ChiNext Index surged by 5.15% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.44 trillion yuan, an increase of 459.6 billion yuan compared to the previous trading day [1] - Over 4,200 stocks in the market saw gains, reflecting a broad-based rally [1] Sector Performance - The computing hardware sector showed strong performance, with Industrial Fulian achieving a historical high after two consecutive trading days of gains [1] - Satellite internet concept stocks continued their strong trend, with Dongfang Communication also gaining for two consecutive days [1] - Chip concept stocks collectively surged, highlighted by Haiguang Information hitting the daily limit of a 20% increase [1] - In contrast, the film and cinema sector struggled, with Xifeng Blue Sea experiencing a significant decline [1] - The top-performing sectors included CPO, PCB, and liquid cooling servers, while precious metals, oil and gas, and tourism sectors faced declines [1]
A股超4200股上涨,富时中国A50指数飙升
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-11 07:30
Group 1 - A-shares indices showed strong rebound with the ChiNext and Shenzhen Composite Index reaching new highs for the year, with a total trading volume of 2.46 trillion yuan, an increase of 460.6 billion yuan from the previous trading day [1] - The computing hardware sector performed strongly, with Industrial Fulian (601138) achieving a historical high after two consecutive trading days of gains, while satellite internet concept stocks continued to show strength [1] - Chip concept stocks experienced a collective surge, with Haiguang Information hitting the daily limit of 20% [1] Group 2 - Kaisa International's stock rose over 110% in the afternoon, with a trading volume of nearly 25 million Hong Kong dollars, following the announcement of a strategic layout in the trading card game market in collaboration with the globally renowned IP Pokémon [4] Group 3 - FTSE China A50 index futures saw a rapid increase, with gains exceeding 2%, amid a recovering stock market and growing margin financing balances [5] - Huayin Securities (002945) raised its credit business total scale limit from 6.2 billion yuan to 8 billion yuan, marking a nearly 29% increase, reflecting the accelerated layout of margin financing by securities firms [5] - As of September 9, the A-share margin financing balance surpassed 2.3 trillion yuan, reaching a historical high of 23.197 billion yuan [5] Group 4 - Morgan Stanley reported that U.S. investors' interest in the Chinese market has reached its highest level in three years, with over 90% of investors expressing willingness to increase exposure to the Chinese market [6] - Factors driving this trend include China's leadership in advanced fields such as humanoid robots and biotechnology, as well as gradual economic stabilization measures from policymakers [6] - Investor interest is expanding beyond internet and ADR sectors to include Hong Kong and onshore A-shares, focusing on areas like artificial intelligence, semiconductors, and new consumption [6]
A股收评:创业板指涨超5%再创年内新高,算力硬件板块走强
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-11 07:30
Market Performance - The market showed strong performance throughout the day, with the three major indices rebounding significantly. The Shanghai Composite Index rose by 1.65%, the Shenzhen Component Index increased by 3.36%, and the ChiNext Index surged by 5.15% [1] - Over 4,200 stocks in the market experienced gains, indicating a broad-based rally [1] Sector Highlights - The computing hardware sector performed well, with Industrial Fulian achieving a historical high after two consecutive trading days of gains [1] - Satellite internet concept stocks continued their strong performance, with Dongfang Communication also recording two consecutive days of gains [1] Chip Sector - Chip concept stocks collectively surged, with Haiguang Information hitting the daily limit up of 20% [2] Declining Sectors - The film and cinema sector showed weakness, with Xifeng Blue Sea experiencing a significant decline [3] Trading Volume - The total trading volume of the Shanghai and Shenzhen stock exchanges reached 2.44 trillion yuan, an increase of approximately 459.6 billion yuan compared to the previous trading day. The Shanghai Stock Exchange accounted for 1.02 trillion yuan, while the Shenzhen Stock Exchange had a volume of 1.42 trillion yuan [3] Top Trading Stocks - The top trading stock was Shenghong Technology, with a trading volume of 29.1 billion yuan, followed by Zhongji Xuchuang, Xinyisheng, Hanwujing-U, and Dongfang Caifu, with trading volumes of 27.8 billion yuan, 27.7 billion yuan, 26 billion yuan, and 18.9 billion yuan respectively [3]