10年造月球城市、100吉瓦光伏，马斯克又引爆A股！

格隆汇02-09

周末商业航天、AI算力、太空光伏又迎利好。马斯克近期在社交平台上的一则动态引发了航天界的广泛关注。他表示，SpaceX将把重心转向在月球和火星上建设城市，其中优先级将倾向月球。另一个备受关注的消息是，特斯拉正在加速太阳能制造，力争实现“年产100吉瓦太阳能电池”的目标。据外媒报道，特斯拉正在评估扩产光伏产能的多个选项。今日商业航天、太空光伏、BC电池等相关赛道全线大涨。个股上，聚和材料、协鑫集成、...

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again!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CRSH":0.6,"002506":1.87,"TSLO":0.6,"TSII":0.6,"002129":1.86,"TSL":0.6,"TSLZ":0.6,"TSLG":0.6,"TSDD":0.6,"TSLY":0.6,"TSLP":0.6,"TSLW":0.6,"TESL":0.6,"UFO":0.6,"TSLA":1.91,"TSLQ":0.6,"TSLR":0.6,"TSLL":0.6,"07766":0.6,"TSLS":0.6,"TSLI":0.6,"TSLT":0.6,"TSYY":0.6},"content_text":"周末商业航天、AI算力、太空光伏又迎利好。马斯克近期在社交平台上的一则动态引发了航天界的广泛关注。他表示，SpaceX将把重心转向在月球和火星上建设城市，其中优先级将倾向月球。另一个备受关注的消息是，特斯拉正在加速太阳能制造，力争实现“年产100吉瓦太阳能电池”的目标。据外媒报道，特斯拉正在评估扩产光伏产能的多个选项。今日商业航天、太空光伏、BC电池等相关赛道全线大涨。个股上，聚和材料、协鑫集成、TCL中环、苏州固锝等多股涨停。马斯克：用10年时间建一座月球城市马斯克在社交平台X发帖称，SpaceX已经将重心转移至在月球上建造一座可自我扩张的城市上，他表示这一目标可以在不到10年的时间内实现，而前往火星则需要20年以上。马斯克补充表示，前往火星的时机仅限于每26个月一次的行星连珠（航程6个月），而登月发射周期可缩短至每10天一次（航程2天）。他表示，这意味着月球城市的建设迭代速度远快于火星城市。“不过，SpaceX也会致力于在5到7年内开始建造火星城市，但最重要的优先事项是确保人类文明的未来，而月球则是实现这一目标的更快途径。”马斯克说道。据悉，SpaceX正在奥斯汀和西雅图招聘工程师，以开发人工智能卫星和太空数据中心。马斯克转发相关帖子并回复称：是真的。马斯克发帖表示，是时候大规模重返月球了。此番言论与《华尔街日报》周五报道相呼应，该报道称，SpaceX已告知投资者，未来将优先开展登月计划，随后再实施火星任务，目标是在2027年3月实现无人月球着陆。此前，SpaceX已完成对xAI的收购，这笔交易使合并后的公司估值达到1.25万亿美元（其中，SpaceX估值约1万亿美元，xAI估值约2500亿美元）。有分析认为，马斯克合并这两家前沿技术企业，是布局“星际AI”的关键一步。特斯拉拟扩大光伏产能周末还有另一则消息引市场关注。特斯拉正加速推进太阳能制造，以落实马斯克提出的“年产100吉瓦太阳能电池”目标。据外媒报道，特斯拉正在评估扩产光伏产能的多个选项，包括扩大纽约州布法罗工厂的产能至10吉瓦，以及在纽约州、亚利桑那或爱达荷州建设额外的工厂。上个月，马斯克在特斯拉财报电话会上表示：“太阳能的机会被低估了。”此外，在近日一场长达3小时的深度访谈中，马斯克指出，随着地球上的电力增长受阻，太空将成为AI部署的最佳场所，他预测，三年内（36个月内或30个月内），在太空部署AI将成为成本最低的选择，而且这个优势会越来越大。“在地面扩大电力规模，比在太空扩大更困难。”马斯克说，太空没有昼夜交替、季节性变化、云层和大气干扰，太阳能板的效率是地面的5倍，且无需昂贵的电池储能系统。综合算下来，太空部署的成本优势将是数量级的。机构看好赛道增长潜力近期马斯克旗下团队走访了数家中国光伏企业，据接近马斯克团队的消息人士透露，他们正在考虑采购 HJT 电池生产线，”因为 HJT 电池产线的自动化程度比较高，需要的人工比较少，适合在美国生产”。  这意味着，马斯克此次的策略可能是：从中国采购设备，在美国建厂生产。这既能享受美国《通胀削减法案》对本土光伏制造业的补贴支持，又可依托中国设备的技术与成本优势。中信证券表示，太空光伏需求有望迎来指数级增长。马斯克下注光伏制造，为轨道算力和AI供电铺路。中国头部光伏设备厂商具备极强的高效迭代和快速响应能力，有望跻身特斯拉和SpaceX等相关设备供应链，并收获高额订单，打开全新成长空间。此外，太空光伏设备或具备明显通胀效应，价值量或将实现跃迁式提升。重点推荐具备技术、产品和份额优势的光伏各环节设备龙头厂商。“随着SpaceX推进卫星发射及相关在轨应用布局，轨道AI数据中心的探索趋势逐步显现。”国泰海通在研报中指出，作为太空场景的重要能源供给方式，光伏有望在轨道数据中心建设过程中获得更多应用机会，相关光伏设备厂商将持续受益。开年以来，马斯克的每一次发声都牵动市场神经，成为市场最亮眼的风景。目前，太空光伏+商业航天仍是马斯克概念的主线。马年炒股跟着马斯克走已成共识，但需警惕概念炒作后的回调风险。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like 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