根据英伟达官网，太空计算公司Starcloud在今年11月发射一颗载有英伟达H100 GPU的卫星进入太空， 这是先进数据中心GPU首次进入外太空。另根据新华网，5月，我国已发射全球首个太空计算卫星星 座，率先开启算力卫星组网。 中信证券表示，算力卫星作为算力新基建，全球产业化进程逐步推进，国内政策细则出台引领。海外来 看，科技巨头争相布局，太空算力逐渐成为共识。国内来看，算力星座发射加速，产业化进程加快。国 家政策来看，国家航天局印发《国家航天局推进商业航天高质量安全发展行动计划（2025—2027 年）》，细则进一步明确。建议关注算力卫星相关标的。 ...

Group 1 - The integration of space and AI is accelerating, showcasing significant commercial potential and impacting daily life [1][2] - The "Star Computing Plan" aims to establish a global "space-based computing network" using 2,800 satellites, breaking the limitations of ground-based computing [2][3] - The first batch of satellites launched in May has a total computing power of 5 petaflops (POPS), equivalent to a large data center in space, enabling real-time data processing and analysis [3] Group 2 - The "Star Computing Plan" has already attracted its first commercial user, demonstrating rapid commercialization in the transportation sector [5] - The application of space computing extends beyond transportation to urban planning, emergency response, and other fields, indicating a broad market potential [7] - The demand for AI computing power is expected to grow significantly, with projections indicating a market size of $19 billion in 2024 for AI computing in China [8] Group 3 - The competition in AI infrastructure is intensifying, with the U.S. "Star Gate" project and China's "Star Computing Plan" representing two different approaches to building AI capabilities [9] - The "Star Computing Plan" offers a differentiated strategy by leveraging space-based resources to overcome current computing limitations, potentially allowing for a competitive edge in the AI sector [9]