金吾财讯 | 商业航天板块今日普涨，中国技术集团(01725)涨4.76%，亚太卫星(01045)涨2.03%，蓝思科技(06613)涨1.07%，中航科工(02357)涨0.29%，金风科技(02208)跌1.27%。
开源证券研报指，近日，三角防务联合西测测试、陕西空天院等，合资成立西部航天科技公司，公司集卫星设计与制造、运载火箭研发制造发射、卫星测控与数据应用一体。英伟达于 GTC 大会发布了太空算力模块 Vera Rubin Space-1，专为太空直接运行 LLM 设计。同日，追觅旗下芯际穿越首个“瑶台”算力基站，搭载快舟十一号遥七运载火箭在酒泉卫星发射中心成功升空。3 月 20 日，武汉市卫星与应用产业创新联盟成立。21日，马斯克启动 Terafab 项目，该项目的目标是每年生产超过 1 太瓦（Terawatt，TW）的算力，包括逻辑、内存和封装，其中约 80%用于太空。研报认为商业航天受益于海内外资本及产业持续催化，行业高景气度有望高企。
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