国泰海通|计算机:12月研究观点: 中美战略部署太空算力,AI科技应用加速突破

国泰海通证券研究
Nov 30, 2025

报告导读:中美加速布局太空算力,美国发布基础科研新计划,“千问”一周内下载突破1000万次,DeepSeek在数学推理领域取得突破,国内外AI竞争格局持续深化。投资建议:中美太空算力竞争加速,马斯克提出太空AI卫星计划,北京同步启动千兆瓦级太空数据中心建设;美国"创世纪计划"整合17个国家实验室资源攻坚基础科研;中国企业实现应用与理论双突破,阿里千问App下载破千万,DeepSeek开源数学模型达...

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