人民财讯12月8日电，中银证券（601696）研报称，太空数据中心建设有望加快，催生新应用场景。通 过火箭可回收技术等新技术降低发射成本、实现规模化、高频次发射是加快卫星星座铺设速度的关键。 随着卫星向计算平台演进，星载计算芯片、存储设备和高带宽激光通信终端需求有望快速提升。太空算 力的发展有望创造新的应用场景和商业模式，太空数据中心的建设也对能源保障提出了更高要求。建议 关注佳缘科技（301117）、上海瀚讯（300762）、星图测控、中科星图、航天宏图、超图软件 （300036）、盛邦安全、开普云等。 ...

先说重点吧，SpaceX可能要从今年的四千亿窜到八千亿，同时还盯着明年下半年的IPO时间点，消息来得急促又实在，让人想知道后 面到底咋安排了； 这事儿关乎火箭、卫星、频谱和那些员工能不能赶上套现潮，细节里有股味道，后面慢慢说清楚，别着急。 开始后，先从时间线说起，十二月五日，有报道说SpaceX在和投资者谈一轮内部股份出售，目标估值传得很高，媒体把数字推到八千 亿； 为扩展通信服务，SpaceX还动了大手笔收购计划，最近同意跟EchoStar搞频谱交易，投入包含现金、股票和债务承诺在内超过二百亿 美元，目标是铺开手机直连卫星服务； EchoStar股价因此一度暴涨十八个百分点，市面上那股热度显示出对频谱资源的重视，之后涨幅回落到十%左右，说明市场也有疑问和 节奏； 这套打法意味着整体上市后，投资者能一次买下SpaceX的发射能力和星链网络，风格更像赌一个完整的产业链而不是单一业务，风险 和回报都更集中； 但也有人提醒，二级市场的内部股份发售细节随时可能变动，媒体上各种数字来回跳，最终成交价和估值仍不确定； 其实今年七月那会儿，SpaceX刚被估到四千亿，每股价格是212美元，到现在市场上有人把新一轮每股想到了 ...

【环球网科技综合报道】12月7日路透社报道，特斯拉CEO埃隆・马斯克通过个人社交平台发声，直接 驳斥了近期引发热议的 "SpaceX正以 8000 亿美元估值开展融资"的传闻，明确指出相关消息存在偏差， 引发行业广泛关注。 马斯克在声明中强调，SpaceX的核心财务优势在于"多年来持续保持现金流为正"，这一关键信息打消了 外界对其依赖融资维持运营的猜测。同时，他透露公司每年会开展两次定期股票回购，核心目的是为员 工和投资者提供流动性支持。这一操作既体现了公司对内部团队与早期投资者的权益保障，也从侧面印 证了其财务状况的稳健性——无需依赖外部融资，仅通过自身经营现金流即可支撑企业运转与股东回 报。（旺旺） 作为全球最具估值潜力的私营科技企业之一，SpaceX的融资动态与估值变化始终是资本市场的焦点。 此次8000亿美元估值的融资传闻一经流出，便迅速引发热议。这一估值若属实，将使SpaceX远超多家 科技巨头，成为全球估值最高的私营企业之一。然而，马斯克的及时辟谣打破了这一猜想，也让市场对 SpaceX的财务状况与发展策略重新聚焦。 ...

证券日报网讯12月4日，航天科技（000901）在互动平台回答投资者提问时表示，目前公司仅通过客户 配套商业航天相关领域的业务，不直接从事商业航天业务。 ...

人民财讯12月4日电，航天科技（000901）12月4日在互动平台表示，目前公司仅通过客户配套商业航天 相关领域的业务，不直接从事商业航天业务。 ...

格隆汇12月4日丨航天科技(000901.SZ)在投资者互动平台表示，目前公司仅通过客户配套商业航天相关 领域的业务，不直接从事商业航天业务。 ...

Group 1 - China's Aerospace Science and Technology Corporation has completed its first self-built commercial launch site in Jiuquan, marking a significant milestone in the country's commercial space endeavors [2] - Samsung Electronics has completed the development of its sixth-generation High Bandwidth Memory (HBM4) chips and is preparing for mass production, with samples sent to NVIDIA for quality testing [2] - The Zhuque-3 reusable rocket successfully launched but experienced an anomaly during the recovery phase, failing to achieve a soft landing; the team is conducting a thorough review to identify the cause and improve recovery strategies [2] Group 2 - The European Union is pushing for a "European manufacturing" requirement of 70% for key products, which could lead to an annual cost increase of over €10 billion for companies [2] - The Chengdu Woge project is set to enter the equipment debugging phase for the world's first 8.6-generation AMOLED glass processing line, expected to begin trial operations in January 2026, enhancing local supply chain efficiency [2]

Core Insights - The article discusses the ongoing negotiations led by U.S. Special Envoy Steve Witkoff regarding the Ukraine conflict, emphasizing a business-oriented approach to resolving geopolitical issues [1][3][20] - Witkoff's meetings with Russian officials, including President Putin, aim to establish a peace plan that is perceived as favoring Russian interests, referred to as the "28-point plan" [1][3][20] - The discussions also involve potential economic collaborations between the U.S. and Russia, particularly in the energy and mineral sectors, which could reshape bilateral relations [3][10][29] Group 1: Negotiation Dynamics - Witkoff, a businessman and close associate of Trump, is seen as a key figure in facilitating U.S.-Russia dialogue, leveraging his commercial background to propose mutually beneficial solutions [3][20] - The meetings have not yielded substantial results yet, but they reflect a shift in U.S. strategy towards viewing Russia as an opportunity rather than a threat [10][25] - Witkoff's approach includes utilizing frozen Russian assets for U.S.-Russia investment projects, indicating a focus on economic incentives to achieve political goals [10][25] Group 2: Economic Implications - The article highlights the potential for U.S. companies to benefit from Russian resources, particularly in the Arctic and energy sectors, as part of a broader strategy to normalize relations [29][30] - Witkoff and Russian officials have discussed significant projects, including oil and gas exploration, which could lead to substantial economic partnerships [29][30] - The U.S. is seeking to enhance its independence in rare earth supplies, with Russia offering to supply large quantities of aluminum and other resources if markets are reopened [26][27] Group 3: Political Context - The negotiations are framed within the context of Trump's administration's broader geopolitical strategy, which prioritizes business interests over traditional diplomatic frameworks [20][28] - Critics argue that this approach lacks mechanisms to protect Ukraine from future aggression and may inadvertently reward Russia for its actions [28] - The discussions reflect a significant departure from conventional U.S. foreign policy, emphasizing economic collaboration as a means to achieve peace [10][28]

Core Points - The New Zealand Trade and Investment Minister Todd McClay announced the appointment of board members for InvestNZ during a policy launch event in Auckland [1] - InvestNZ aims to provide customized services to international investors, positioning New Zealand as a globally competitive investment destination [3] - The focus is on attracting investment projects ranging from NZD 100 million to NZD 1 billion, prioritizing six key sectors: private infrastructure, renewable energy, data infrastructure, digitalization and AI, technology (including agri-tech, health tech, and space tech), and advanced manufacturing and processing facilities [3] Group 1 - The establishment of InvestNZ is intended to enhance New Zealand's appeal to foreign investors [3] - The targeted investment range is between NZD 100 million and NZD 1 billion, indicating a strategic focus on substantial projects [3] - The six priority sectors for investment highlight New Zealand's commitment to innovation and sustainability [3] Group 2 - The Consul Wang Chengguang from the Auckland Consulate attended the event and engaged in discussions with Charles Finny, the Chairman of the New Zealand Trade and Enterprise [5] - Finny reflected on the significant contributions of the New Zealand-China Free Trade Agreement and its upgrade protocol to bilateral trade cooperation [5] - There is an expectation for progress in the negotiations regarding the negative list for trade services under the agreement [5]

Core Insights - The Harbin Institute of Technology (HIT) is actively engaging students in aerospace through its Aerospace Museum, showcasing significant achievements like the "Dongfanghong-1" satellite and the Tianhe module of the Chinese space station [1][2] - The "Astro Friendship" microsatellite, developed by HIT students, demonstrates innovative technology and teamwork, highlighting the challenges faced during its launch and operation [2] Group 1: Aerospace Education and Inspiration - The Aerospace Museum at HIT serves as a source of inspiration for students, with exhibits like the "Dongfanghong-1" satellite model sparking interest in aerospace careers [1] - Students like Lin Chenyang express a deep emotional connection to the history of Chinese space exploration, motivated by the achievements of past scientists [1] Group 2: Student Projects and Innovations - The "Astro Friendship" microsatellite, weighing under 16 kilograms, is a product of collaborative efforts from nearly 50 HIT students, showcasing advancements in microsatellite technology [2] - During the satellite's launch, the team faced a critical issue with solar panel deployment, which was resolved through innovative problem-solving and teamwork, ensuring the satellite's functionality [2] Group 3: Research and Development - HIT students are involved in various aspects of satellite development, including power systems and electronic subsystems, reflecting a hands-on approach to aerospace engineering [2] - The commitment to preserving the spirit of innovation and courage from previous generations is emphasized by students like Yu Zhuowei, who aim to continue this legacy in their work [2]