【券商聚焦】中信建投:商业航天与AI产业共振

金吾财讯
Jan 12

金吾财讯 | 中信建投表示,中美太空竞赛再提速,卫星互联网已成为国家信息基础设施体系重要环节。基于卫星申报规则,远期我国年化卫星发射数量有望突破万颗。可回收火箭有望迎来密集试飞,助力发射成本降低与频率提升,更好满足激增卫星发射需求。当前AI产业动态密集,海外xAI、Anthropic陆续融资,国内“人工智能+制造政策”推出,智谱和MiniMax上市大涨,后续DeepSeek-V4推出有望引发新一轮AI应用热潮。随着模型能力不断提升,尤其是推理与长窗口成本的显著下降,AI下游应用场景正加速进入商业化验证阶段,重点关注搜索&营销、Coding、多模态、Agent、AI for Science领域,相关公司商业化进程有望进一步加速。

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