智通财经APP获悉，华西证券发布研报称，当前时点，面临全球地缘政治冲突、中美科技博弈、海外对AI投资的疑问以及美联储议息会议临近，预计市场仍将保持震荡，板块建议相对谨慎，中性配置。长期看包括TMT行业的6G产业趋势、国产替代、自主可控以及军工等发展具有阶段性影响，从而催化包括算力租赁、卫星通信、通信军工以及6G等市场机会。中长期该行仍坚定看好相关行业的高成长与大空间。
该行认为，国家加速推动商业航天建设，有望助力包括手机直连卫星、北斗短信等应用加速普及。卫星物联网商用试验将加速推动包括运营商、卫星、模组与芯片厂商等产业协同，在海洋、应急、能源、交通、农业等行业构建广域连接能力。卫星网络作为6G网络建设基础，当前时点符合6G标准及建设时间。自8月以来相关部门表示会发放卫星互联网牌照，我国卫星互联网商业运营迈出关键的第一步，牌照的发放有望推动全产业链向规模化加速迈进。伴随可回收火箭预研阶段开启首个发射项目，商业航天进入加速落地阶段，卫星互联网发展势头迅猛，星座常态化发射，实现通信容量增大，时延降低，同时有望看到手机宽带直连卫星与低轨卫星网联智能驾驶系统的相关应用快速落地。
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