太空光伏破局AI电力瓶颈商业航天扩容打开光伏新赛道

金证研01-26

2026年达沃斯世界经济论坛期间，特斯拉CEO马斯克表示，AI发展的最大制约将是电力供应而非芯片产能。而电力的终极解决方案是太空光伏，并可通过可复用火箭可解决太空准入成本问题。为破解AI发展的电力瓶颈，特斯拉与SpaceX已分别组建专项团队，目标3年内实现各年产100GW太阳能电池板的产能突破。马斯克对于光伏产量的指引超出市场预期。中长期来看，商业航天市场空间有望大幅扩容，随着火箭发射成本大幅下降...

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太空光伏破局AI电力瓶颈 商业航天扩容打开光伏新赛道

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太空光伏破局AI电力瓶颈商业航天扩容打开光伏新赛道