马斯克（左）在 瑞士达沃斯举办的世界经济论坛二○二六年年会上发言 新华社 发 新华社瑞士达沃斯1月23日电 就在美国总统特朗普21日在瑞士达沃斯发表演讲、支持使用化石能源的第 二天，美国企业家埃隆·马斯克突然现身世界经济论坛2026年年会，向特朗普批评可再生能源、拒绝绿 色转型"开火"。 硅谷对华盛顿能源政策的焦虑，源于残酷的发展现实。英伟达首席执行官黄仁勋在达沃斯将人工智能描 述为一个"五层蛋糕"，从下至上分别是：能源、芯片和计算基础设施、云数据中心、AI模型以及应用 层。其中，能源是基石。 黄仁勋的这一比喻形象地揭示了硅谷的担忧：如果作为"地基"的能源层只能依赖价格波动大、环境成本 高的化石燃料，或者是受到政策限制的清洁能源，那么上层的芯片计算和模型应用将失去稳定性。 能源路径的"根本分歧" 特朗普一直公开批评清洁能源，鼓励石油巨头开采更多石油和天然气。在世界经济论坛年会发表讲话 时，他更是大谈化石能源产业，质疑可再生能源的可行性。 然而，这种否定新能源的态度在硅谷巨头眼中却"不合时宜"。就在特朗普发表演讲的第二天，马斯克临 时决定前往达沃斯发表演讲。在22日的讲话中，马斯克针锋相对地表示，制约AI部署的 ...

Group 1: SpaceX Developments - SpaceX aims to achieve fully reusable rockets through its "Starship" technology this year, potentially reducing the cost of space access by 99%, bringing it below $100 per pound [1][3] - SpaceX has demonstrated the ability to capture rocket boosters at the launch pad but has not yet attempted to reuse the Starship spacecraft [4] - Elon Musk predicts that the deployment of AI in space will be the most cost-effective, expected to be realized within two to three years [5][12] Group 2: Tesla Innovations - Tesla plans to start selling its humanoid robot, Optimus, to the public by the end of next year [5] - The Robotaxi service is expected to be widely deployed across the U.S. by the end of this year, with operations already underway in Austin, Texas [5][14] - Musk envisions that AI will surpass human intelligence by the end of this year or early next year [5][14] Group 3: Domestic Commercial Aerospace Policy - The Jiuquan Municipal Government has released the "Jiuquan Commercial Aerospace Industry Development Plan (2026-2035)", focusing on establishing a national commercial aerospace launch base and other key facilities [6][15] - The plan outlines a strategic vision for developing the commercial aerospace sector, emphasizing the importance of park support, cluster development, and system innovation [7][16] - By 2030, the domestic aerospace industry is projected to contribute 1.3 trillion yuan in related output value, indicating a broad market space across the entire industry chain [7][16] Group 4: Investment Opportunities in Commercial Aerospace - The commercial aerospace industry is entering a golden era of dual growth from both demand and supply sides, with a focus on satellite launches and manufacturing [8][17] - The rapid development of private rocket companies suggests a shift from national to commercial aerospace, highlighting opportunities for structural component suppliers [8][17] - Current low-orbit satellites are concentrated in space and ground infrastructure, with a short-term focus on satellite manufacturing expected to benefit upstream and midstream sectors [8][17]