至午间收盘时，上证指数报3878.99点，涨幅0.08%，成交额约4075亿元；深证成指报13057.09点，涨幅 0.39%，成交额约5852亿元；创业板指报3082.05点，涨幅0.47%，成交额约2682亿元；科创综指报 1572.02点，涨幅0.43%，成交额约1085亿元；北证50指数报1393.75点，涨幅0.47%，成交额约69.2亿 元。 机构观点 中信证券：继续看好互联网板块顺周期属性叠加AI的向上趋势，巨头在AI趋势中攻防兼备。若AI技术 超预期，大概率由互联网巨头及合作方产生；若悲观情景AI泡沫破裂，扎实资产负债表和现金流可作 为避风港。选股维度，当前的模型能力差距尚未带来真正的基本面分化，股价波动主导因素更多是AI 叙事，而叙事则有随时变化的可能性，因此在真正颠覆式创新出现前，建议推荐逆向思维、逢低配置。 中信建投：朱雀三号实现成功入轨，标志着我国两大星座组网新增一个较低成本的选择，产业迎来重大 拐点。后续天龙三号、力箭二号、长十二系列、智神星一号等火箭还将陆续首飞，并开展回收试验，有 望进一步打通产业瓶颈环节，带动卫星星座建设加速，进而带来应用端爆发，全产业链逻辑都将理顺。 中国银河 ...

人民财讯12月5日电，中共湖北省委关于制定全省国民经济和社会发展第十五个五年规划的建议发布， 其中提到，推动新兴产业培育壮大。巩固提升光电子信息产业"独树一帜"领先地位，打造世界存储之 都，高质量建设"世界光谷"。着力推动集成电路、北斗、人工智能、工业母机、低空经济、新能源、新 材料、高端医疗器械、生物医药等新兴产业规模化跃升。做大做强武汉国家航天产业基地，建设航天强 省。发展壮大智能经济，加快智能网联汽车、智能手机、智能家电、智能穿戴等智能终端产业发展。强 化算力、算法、数据等高效供给，争创国家数据标注基地，推动自主安全计算产业创新发展，培育数据 产业集聚区。实施"人工智能+"行动，促进实数融合、数智融合，全方位赋能千行百业，打造全国数智 经济发展高地。 ...

Core Insights - OpenAI's CEO Sam Altman is planning a potentially disruptive acquisition or partnership with a commercial rocket company to compete directly with SpaceX [1] - The motivation behind this move is the exponential growth in AI's demand for computing power, which may exceed Earth's energy supply and environmental capacity [2] - OpenAI is currently facing significant challenges, including competition from Google's Gemini and financial pressures due to a nearly $60 billion future computing resource procurement agreement [3] Group 1: Strategic Moves - Altman has initiated discussions with Stoke Space Company, exploring equity cooperation with the aim of OpenAI eventually gaining controlling interest through multiple rounds of investment, expected to reach several billion dollars [1] - Google has already begun actions in this domain, partnering with Planet Labs to launch a test satellite equipped with its AI chips by 2027, marking the first step towards building a "space-based computing" network [2] Group 2: Competitive Landscape - If the collaboration with the rocket company is successful, it will expand the competitive landscape between Altman and Elon Musk across at least four fronts: space launches, AI, brain-machine interface technology, and a potential social network project that could challenge Musk's X (formerly Twitter) [4][5] - OpenAI's internal "red alert" mechanism has been activated due to competitive pressures, leading to delays in other product plans to focus resources on immediate challenges [3] Group 3: Industry Challenges - The aerospace industry presents significant challenges, including high capital investment, long development cycles, and stringent regulations, making it fundamentally different from the fast-paced internet sector [6] - Even with OpenAI's potential funding and technical support, it may take a decade or longer for new rocket designs to achieve reliable commercial launch capabilities, making it difficult to disrupt SpaceX's market dominance in the short term [6]

扬子晚报网12月5日讯(记者范晓林)今天是周五，昨天高乐股份（002348）4连板，太阳电缆（002300）、安记食品（603696）3连板，睿能科技 （603933）6天5板，航天机电（600151）5天3板。市场探底回升，创业板指涨超1%，早盘一度跌超0.5%。沪深两市成交额1.55万亿，较上一个交易日缩 量1210亿。板块方面，机器人、商业航天等板块涨幅居前。马斯克在社交平台X转发特斯拉擎天柱(Optimus)团队发布的一段"擎天柱"人形机器人跑步的短 视频。受此利好提振下，机器人概念全天表现强势，恒而达（300946）、海昌新材（300885）、睿能科技等多股涨停。 A.利好精选 | 新股名称 昂瑞微 | 申购日期 2025-12-05 | | --- | --- | | 申购代码 787790 | 上市地点 上海证券交易所 | | 发行价格 83.06 | 所属板块 模拟芯片设计 | | ■ 厨房日 | 中签公布 2025-12-09 | 3连板太阳电缆：第三大股东象屿集团及其一致行动人拟合计减持不超3%股份 太阳电缆(002300.SZ)公告称，持股5%以上股东象屿集团及其一致行动人博创15号计划 ...

新京报贝壳财经讯 （记者袁秀丽）12月3日，蓝箭航天的可重复使用火箭朱雀三号首飞，实现了二级入 轨，但一级回收阶段出现失利。 作为年度商业航天"大事件"，不仅引发了A股市场商业航天板块的波 动，也引发市场对蓝箭航天股权投资方的关注。12月4日，得到知情人士确认，曾投资蓝箭航天的碧桂 园已不再持有的任何权益。 值得关注的是，12月3日，碧桂园股东特别大会通过多项债务重组议案，涉及发行强制性可转换债券 等，为其境外债务重组扫清关键障碍。 编辑 杨娟娟 校对 赵琳 蓝箭航天成立于2015年，是中国最早一批成立的商业航天企业。据天眼查信息显示，蓝箭航天的实控人 为蓝箭航天创始人张昌武，其对蓝箭航天的直接持股比例达到13.8776%。通过股权穿透显示，张昌武 为蓝箭航天的实际控制人，受益股份约46%。 早在2015年，碧桂园创投通过旗下的广州碧蓝企业管理合伙企业（有限合伙）持股蓝箭航天，股权比例 为18.4783%。不过，今年4月25日，碧桂园公告称，2025年4月通过两次交易完成对蓝箭航天11.063%股 份的出售，共计13.05亿元。此次交易完成后，碧桂园将不再持有蓝箭航天的任何权益。目前这一事实 也得到知情人士确 ...

Group 1: Gallium Nitride (GaN) - GaN power modules developed by Jiufengshan Laboratory can save nearly 300 million kWh of electricity annually, equivalent to approximately 240 million yuan in electricity costs [1] - The GaN market is expected to grow significantly, with a projected market size of approximately 3.228 billion yuan in 2024, representing an 83.4% year-on-year increase, and reaching 50.142 billion yuan by 2028 [1] Group 2: Tungsten Prices - Tungsten prices have been rising, with 65% black tungsten concentrate priced at 350,000 yuan/ton, up 3,000 yuan/ton, a 144.8% increase since the beginning of the year [2] - The market is influenced by supply-side constraints and sentiment, with expectations for continued high prices depending on downstream demand and macroeconomic conditions [2] Group 3: Future Network Experiment Facility - China's first major national technology infrastructure in information and communication, the Future Network Experiment Facility (CENI), has been officially accepted and is now operational [3] - CENI aims to support intelligent scheduling and collaborative use of computing resources across regions, addressing key challenges in high-precision remote control and smart manufacturing [3] Group 4: Industrial Internet - The Ministry of Industry and Information Technology emphasizes the need for innovation in the industrial internet, integrating it with AI, 5G, big data, and cloud computing [4] - The core industry scale of the industrial internet is expected to reach 2.3 trillion yuan by 2025, with a compound annual growth rate of over 18% [4] Group 5: Chlorosulfonic Acid - Chlorosulfonic acid prices have surged, increasing by 9.87% to 2,382 yuan/ton, a 66.69% rise from the previous month [6] - The demand for chlorosulfonic acid is boosted by its role as a key intermediate in lithium battery electrolyte production, alongside tightening environmental regulations affecting supply [6] Group 6: Commercial Space - The successful test of the domestic largest pin-style liquid oxygen kerosene engine marks a significant milestone in China's commercial space sector [7] - The upcoming flight tests aim to validate key technologies for payload recovery and precision landing control [7] Group 7: AI Mobile Phones - The launch of Doubao mobile phone has generated significant market interest, with the initial batch of 30,000 units sold out [8] - The development of the second-generation product is underway, expected to be released by the end of 2026 [8]

Core Viewpoint - The European Commission has announced a new policy framework aimed at enhancing the EU's economic security and resilience in response to increasing external economic threats, marking a shift from a passive to a more proactive approach in economic policy [1][3]. Group 1: Key Initiatives - The flagship proposal under this framework is the "RESourceEU" plan, which aims to reduce Europe's dependence on critical raw materials and semiconductors [1][4]. - The EU will focus on six priority areas, including reducing strategic dependencies on key goods and services, attracting safer investments, supporting critical industrial sectors, ensuring leadership in key technologies, protecting sensitive information, and maintaining the stability of critical infrastructure [3][6]. - Additional initiatives are in various stages of preparation and implementation, including the Security Act, Industrial Acceleration Act, Cloud and AI Development Act, Chips 2.0 Act, Net Zero Industry Act, Critical Raw Materials Act, and the Startup and Scale-Up Strategy [3][4]. Group 2: Economic Projections and Challenges - The EU's economy is projected to grow by 1.4% in 2025, an improvement from the previous forecast of 1.1%, although major economies like Germany, France, and Italy are expected to experience sluggish growth [6]. - The European Commission acknowledges the need for decisive action to unlock internal growth amidst a challenging external environment, emphasizing the importance of simplifying regulations and promoting innovation [6]. - There are internal challenges to the policy shift, including complex coordination mechanisms, industry barriers, and difficulties in fostering a mature venture capital environment [2][6].

Group 1: Institutional Trading Insights - On the institutional trading leaderboard, 30 stocks were listed, with 16 experiencing net buying and 14 facing net selling [1] - The top three stocks with the highest net buying by institutions were Heertai (330 million), Chuling Information (82.61 million), and Aerospace Power (58.52 million) [1][2] Group 2: Robotics Industry Developments - The U.S. Secretary of Commerce, Gina Raimondo, has been actively meeting with CEOs in the robotics industry, indicating strong governmental support for the sector's development [4] - Huawu Co. has initiated the development of ultra-thin electromagnetic brakes suitable for humanoid robots, with the product currently in the prototype testing phase [5] - Haichang New Materials has established connections with leading domestic and international humanoid robot companies, completing sample testing for key components such as planetary gear reducers and MIM parts [6] Group 3: Space Computing and Commercial Aerospace - OpenAI CEO Sam Altman is exploring funding options to acquire or collaborate with a rocket company, previously discussing the potential of establishing a rocket company and building data centers in space [7] - Sichuan Jinding's subsidiary, Kaiwu Xingkong, has developed a supercomputing chip that has passed aerospace-level testing, with the chip successfully launched on the "Kaiwu Constellation 01" for real-time data processing [8]

某种意义上，埃隆·马斯克可能是最能推动当今美国科技进步的人之一。不仅仅因为他自己创办的企业，更因为他与其他人的竞争和矛盾催生了许多同行 业的有力对手。 杰夫·贝索斯的蓝色起源部分源于与马斯克在太空领域的较量，他最近创办的 AI 企业也被视为对马斯克 xAI 的回应。而马斯克与山姆·奥特曼的恩怨不止 催生了马斯克的 xAI，也催生了奥特曼的脑机接口公司 Merge Labs，如今似乎又促使奥特曼意图进入太空行业。 图丨拉普萨和汤姆·费尔德曼（来源：Stoke Space） 根据《华尔街日报》12 月 3 日的报道，OpenAI 首席执行官奥特曼今年夏天曾接触火箭制造商 Stoke Space，探讨通过一系列股权投资最终获得控股权的可 能性。这项投资的总规模可能达到数十亿美元。 虽然据接近 OpenAI 的人士透露，相关讨论目前已不再活跃，但这一消息仍然引发了广泛关注，因为它意味着奥特曼正在认真考虑进入太空发射领域，与 马斯克的 SpaceX 形成直接竞争。 Stoke Space 成立于 2019 年，由两位蓝色起源的前工程师安迪·拉普萨（Andy Lapsa）和汤姆·费尔德曼（Tom Feldman）创立。这 ...

Core Viewpoint - The European Commission has announced a new policy framework aimed at enhancing the EU's economic security and resilience in response to increasing external economic threats, marking a shift from a passive to a more proactive approach in economic policy [1][4]. Group 1: Key Initiatives - The flagship proposal under this new framework is the "RESourceEU" plan, which aims to reduce Europe's dependence on external sources for critical raw materials and semiconductors [1][5]. - The EU will focus on six priority areas, including reducing strategic dependence on key goods and services, attracting safer investments, supporting critical industrial sectors, ensuring leadership in key technologies, protecting sensitive information, and maintaining the stability of critical infrastructure [4][6]. - The EU plans to utilize existing policy tools more strategically and may introduce new policies, including the "Security Bill," "Industrial Acceleration Bill," and "Chip 2.0 Bill," among others [4][5]. Group 2: Economic Projections and Challenges - The EU's economic growth is projected to be 1.4% in 2025, an improvement from earlier estimates, but major economies like Germany, France, and Italy are expected to experience sluggish growth [6]. - The European Commission acknowledges the need for decisive action to stimulate internal growth, such as simplifying regulations and promoting innovation [6]. - There are internal challenges to the EU's policy shift, including complex coordination mechanisms and difficulties in fostering a mature venture capital environment [2][6].