马斯克“画饼”，“太空组合拳”带飞产业链，光伏板块集体狂欢

市场资讯02-09

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　来源：金融投资报　　马斯克的热点效应再次席卷资本市场。　　从最近一场长达3小时的深度访谈释放技术野心，到特斯拉被曝在美启动光伏产能选址，再到马斯克扬言SpaceX要在月球和火星上建城市，每一步动作都牵引着资本市场的神经。　　新能源与太空探索的双重叙事，在2月9日直接点燃A股市场行情，推动光伏板块集体走强。　　...

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　　来源：金融投资报\n　　马斯克的热点效应再次席卷资本市场。\n　　从最近一场长达3小时的深度访谈释放技术野心，到特斯拉被曝在美启动光伏产能选址，再到马斯克扬言SpaceX要在月球和火星上建城市，每一步动作都牵引着资本市场的神经。\n　　新能源与太空探索的双重叙事，在2月9日直接点燃A股市场行情，推动光伏板块集体走强。\n　　马斯克：是时候大规模重返月球了\n　　马斯克，这个名字已成为撬动资本市场预期的关键杠杆。特斯拉创始人兼首席执行官、SpaceX首席执行官兼首席技术官、OpenAI联合创始人，仅凭这三重身份，便足以牵动全球资本的敏感神经。\n　　当地时间2月8日，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，因为我们有望在10年内实现这一目标，而前往火星则需要20年以上。”\n　　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。\n　　北京时间2月8日，马斯克发帖表示，是时候大规模重返月球了。\n　　与此同时，马斯克在地球上的能源布局也同步提速。据报道，特斯拉正在评估美国多个选址，拟扩大太阳能电池制造业务，目标在未来三年内实现每年100吉瓦的太阳能制造能力。此前，其团队已低调访问中国太阳能设备制造商，被业内视为供应链筹备的关键一步。\n　　引爆光伏板块\n　　“太空城市”的愿景叙事，与地球产能的积极扩张，形成了奇妙的共振。\n　　受此一系列消息影响，资本市场迅速作出反应。2月9日，A股光伏概念股集体大爆发。开盘即涨停的个股不在少数，协鑫集成、爱旭股份、亚玛顿、拓日新能、聚和材料、晶科科技等十多只概念股直线拉升至涨停板。截至收盘，光伏设备、文化传媒、短剧游戏、BC电池等板块涨幅居前，板块内涨停或涨幅超过10%的个股接近30只。\n\n　　行业资金方面，截至收盘，半导体、通信设备、光伏设备等板块资金净流入排名靠前，其中半导体净流入53.19亿元。\n　　分析人士指出，今日光伏板块大涨主要受两大“利好”共振驱动：其一，马斯克旗下企业正加码光伏制造布局，市场预期中国具备高效迭代与快速响应能力的头部设备商，有望切入特斯拉及SpaceX供应链，为行业打开成长空间；其二，行业基本面呈现积极信号，多家一线厂商多次上调组件报价，叠加“反内卷”政策引导与产能出清预期，市场对供需格局边际改善的信心显著增强。\n　　“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。\n　　我国光伏产业在设备、材料方面全球领先。东方证券表示，太空光伏市场空间足够广大，假设全球每年需要发射8万颗卫星，按照单颗卫星100kW计算，全球每年跟随卫星上天的太空光伏规模可达到8GW。看好国内优势设备厂商获得增量订单，若马斯克光伏产能规划往上游硅料、硅片延伸，我国设备厂商的市场空间有望进一步提升。另外，其看好核心材料制造商对海外头部客户出货规模提升，推动利润增长。\n　　不难预见的是，从仰望火星到聚焦月球，从电动汽车到超级光伏产能，马斯克正将其庞大的产业帝国编织成一张协同效应与“含金量”兼具的密网。\n　　| 金融投资报记者 贺梦璐|\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨红卜","kind":"news","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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 Gecko; compatible; ClaudeBot/1.0; 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