Today, the three major A-share indices collectively rose, with the technology sector performing strongly. In terms of sectors, storage chips, batteries, power grid equipment, photovoltaic equipment, semiconductors, and others led the gains. The AI AIETF (515070) rose 0.22% during the session, with its holding stock Ingenic surging over 9%. Stocks such Shenzhen SDG A, CAS StarMap, Kunlun Tech, and Montage Technology also advanced.
On the news front, global tech giants have recently accelerated their布局 in the space computing power arena, shifting AI competition from the ground to space. Google launched Project Suncatcher, planning to launch a satellite prototype equipped with TPUs in early 2027; SpaceX announced the construction of a space data center, and Amazon founder Jeff Bezos predicted the emergence of gigawatt-level orbital data centers within 10-20 years. Meanwhile, Chinese companies are making rapid progress. Guoxing Aerospace's "Star Computing" Plan 02 constellation has been officially released, and its new-generation computing satellite "Libra-10" with single-satellite computing power exceeding 10 POPS is scheduled for launch in 2026. Leveraging advantages such as nearly unlimited solar energy supply, high energy efficiency, and global coverage, space computing power is becoming a new path to solve the energy consumption and bandwidth bottlenecks of AI computing power.
Guosheng Securities analysis points out that space computing power is moving from the proof-of-concept stage to engineering implementation, with its core value lying in breaking through the physical limitations of ground-based computing power in terms of energy, heat dissipation, and land. As low-orbit launch costs continue to decline, with SpaceX's Starship expected to reduce costs to below $150/kg, the economics of space data centers will significantly improve. The institution believes that companies possessing key technologies such as onboard computing power deployment, inter-satellite laser communication, and radiation-hardened chips are expected to benefit first.
The AI AIETF (515070) tracks the CSI Artificial Intelligence Theme Index (930713). Its constituent stocks are selected from companies providing technology, basic resources, and application-side solutions for artificial intelligence, focusing on the upstream and midstream of the AI industry chain. It is commonly known as the "creator of the robot's brain" and the "foundation of the Internet of Everything." Its top ten holdings include domestic tech leaders such as InnoLight, Eoptolink, Cambricon, Sugon, iFlytek, Will Semiconductor, Hikvision, Montage Technology, Kingsoft Office, and Unisplendour.
Related Products: AI AIETF (515070), CHINAAMC ChiNext AI ETF (159381), CHINAAMC STAR AI ETF (589010).
