持续关注AI Infra及商业航天——招商计算机周观察20260301

计算机ABC03-01

本篇报告梳理了过去一周科技相关热点，建议持续关注AI Infra及商业航天。OpenAI完成新一轮融资估值达到7300亿美元；英伟达发布FY26Q4业绩，营收与利润创历史新高，数据中心贡献超九成；SpaceX正加快推进史上最大规模IPO计划，预计估值将达到1.75万亿美元；中国Token调用量首超美国，算力云服务是最确定方向。OpenAI宣布完成新一轮1100亿美元融资，公司整体估值达到7300...

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Infra及商业航天。OpenAI完成新一轮融资估值达到7300亿美元；英伟达发布FY26Q4业绩，营收与利润创历史新高，数据中心贡献超九成；SpaceX正加快推进史上最大规模IPO计划，预计估值将达到1.75万亿美元；中国Token调用量首超美国，算力云服务是最确定方向。OpenAI宣布完成新一轮1100亿美元融资，公司整体估值达到7300亿美元。2月27日，OpenAI表示，亚马逊作为本轮融资的核心参与者，承诺投资500亿美元，其中150亿美元为初始投资，剩余350亿美元将在未来数月满足特定条件后陆续到位。软银集团与英伟达各出资300亿美元共同参与本轮融资。OpenAI与亚马逊同步宣布建立多年期战略合作伙伴关系，合作涵盖多个层面：一是联合开发适用于企业级AI应用的有状态运行时环境；二是由AWS独家分发OpenAI企业级平台OpenAI Frontier；三是OpenAI承诺通过AWS基础设施采购约2GW的Trainium算力。此外，双方还将联合开发定制模型，为亚马逊面向消费者的产品提供支持。英伟达发布FY26Q4财报，营收与利润创历史新高。美东时间2月25日周三，英伟达公布，在截至2026年1月31日的公司2026财年第四财季，公司营收达创纪录的681亿美元，同比大增约七成，贡献超九成营收的核心业务数据中心也创单季收入新高，均较分析师预期水平高逾3%。四季度英伟达的盈利同样强劲，非GAAP口径下，调整后的每股收益（EPS）同比增长超八成，较分析师预期高约5.9%，毛利率也超预期攀升至75.2%，创一年半来新高。业绩指引方面，英伟达公布，一季度营收预计为780亿美元，上下浮动2%，即764.4亿至795.6亿美元。以营收指引中值计算，相当于英伟达预计一季度营收将同比增长76.9%，较四季度的增速73%进一步加快。数据中心算力增长企稳，网络接棒加速。四季度英伟达的数据中心业务录得营收623.14亿美元，同比增长75%，增速高于前一季度同比增长66%，高于分析师预期603.6亿美元。其中，数据中心计算（Compute）收入513.34亿美元，同比增长58%，增速略高于三季度的56%；数据中心网络（Networking）收入109.80亿美元，同比增长263%，增速远超三季度的162%。英伟达将网络收入的爆发归功于面向GB200与GB300系统的NVLink compute fabric“推出并持续爬坡”，同时以太网与InfiniBand平台继续增长。SpaceX正加快推进史上最大规模IPO计划。据彭博社消息，马斯克旗下SpaceX最快将于3月向美国证券交易委员会（SEC）秘密提交IPO注册草案，目标今年6月完成上市，拟募资规模高达500亿美元，将刷新全球IPO募资纪录。据彭博报道，SpaceX此次IPO的目标估值可能超过1.75万亿美元。今年2月，SpaceX完成对人工智能初创公司xAI的收购，交易完成后合并实体的估值已达1.25万亿美元。中国AI模型的Token调用量首次超越美国。据全球最大API聚合平台OpenRouter的数据，2月9日-15日当周：中国模型调用量4.12万亿Token，美国2.94万亿，完成首次逆转；2月16日-22日当周：中国模型进一步增至5.16万亿Token（三周内增长127%），而美国模型回落至2.7万亿Token。在全球调用量排名前五的模型中，中国占据四席：MiniMax的M2.5、月之暗面的Kimi K2.5、智谱的GLM-5以及DeepSeek的V3.2，这四款模型合计贡献了Top5总调用量的85.7%。我们认为性价比、模型架构、工作模式变化是中国大模型实现反超的主要原因。风险提示：AI技术发展不及预期；行业竞争加剧。一、一周科技热点更新1、OpenAI完成新一轮融资OpenAI宣布完成新一轮1100亿美元融资，公司整体估值达到7300亿美元。2月27日，OpenAI表示，亚马逊作为本轮融资的核心参与者，承诺投资500亿美元，其中150亿美元为初始投资，剩余350亿美元将在未来数月满足特定条件后陆续到位。软银集团与英伟达各出资300亿美元共同参与本轮融资。OpenAI与亚马逊同步宣布建立多年期战略合作伙伴关系，合作涵盖多个层面：一是联合开发适用于企业级AI应用的有状态运行时环境；二是由AWS独家分发OpenAI企业级平台OpenAI Frontier；三是OpenAI承诺通过AWS基础设施采购约2GW的Trainium算力。此外，双方还将联合开发定制模型，为亚马逊面向消费者的产品提供支持。2、英伟达发布最新财报美东时间2月25日周三，英伟达公布，在截至2026年1月31日的公司2026财年第四财季，公司营收达创纪录的681亿美元，同比大增约七成，贡献超九成营收的核心业务数据中心也创单季收入新高，均较分析师预期水平高逾3%。四季度英伟达的盈利同样强劲，非GAAP口径下，调整后的每股收益（EPS）同比增长超八成，较分析师预期高约5.9%，毛利率也超预期攀升至75.2%，创一年半来新高。业绩指引方面，英伟达公布，一季度营收预计为780亿美元，上下浮动2%，即764.4亿至795.6亿美元。以营收指引中值计算，相当于英伟达预计一季度营收将同比增长76.9%，较四季度的增速73%进一步加快。英伟达的营收指引中值不但高于分析师预期中值727.8亿美元，还超过了乐观预期740亿至750亿美元。英伟达指出，该指引不含中国市场的数据中心计算收入。数据中心算力增长企稳，网络接棒加速。四季度英伟达的数据中心业务录得营收623.14亿美元，同比增长75%，增速高于前一季度同比增长66%，高于分析师预期603.6亿美元。其中，数据中心计算（Compute）收入513.34亿美元，同比增长58%，增速略高于三季度的56%；数据中心网络（Networking）收入109.80亿美元，同比增长263%，增速远超三季度的162%。英伟达将网络收入的爆发归功于面向GB200与GB300系统的NVLink compute fabric“推出并持续爬坡”，同时以太网与InfiniBand平台继续增长。客户结构方面，英伟达披露，四季度来自超大规模云厂商（hyperscaler）的收入在整个数据中心业务的收入中占比略超50%，仍是最大客户类别，但当季的收入增长更多来自其他的数据中心客户，显示收入来源在扩散、集中度风险边际缓解。3、SpaceX上市进程加快SpaceX正加快推进史上最大规模IPO计划。据彭博社消息，马斯克旗下SpaceX最快将于3月向美国证券交易委员会（SEC）秘密提交IPO注册草案，目标今年6月完成上市，拟募资规模高达500亿美元，将刷新全球IPO募资纪录。据彭博报道，SpaceX此次IPO的目标估值可能超过1.75万亿美元。今年2月，SpaceX完成对人工智能初创公司xAI的收购，交易完成后合并实体的估值已达1.25万亿美元。4、中国AI模型Token调用量首超美国中国AI模型的Token调用量首次超越美国。据全球最大API聚合平台OpenRouter的数据，2月9日-15日当周：中国模型调用量4.12万亿Token，美国2.94万亿，完成首次逆转；2月16日-22日当周：中国模型进一步增至5.16万亿Token（三周内增长127%），而美国模型回落至2.7万亿Token。在全球调用量排名前五的模型中，中国占据四席：MiniMax的M2.5、月之暗面的Kimi K2.5、智谱的GLM-5以及DeepSeek的V3.2，这四款模型合计贡献了Top5总调用量的85.7%。我们认为性价比、模型架构、工作模式变化是中国大模型实现反超的主要原因。二、市场表现回顾2026年2月第4周，计算机板块上涨0.62%，涨幅最大的个股为海联讯、ST迪威讯、杰创智能、友车科技、华胜天成。AI-Big data-Cloud刘玉萍liuyuping@cmschina.com.cn周翔宇zhouxiangyu@cmschina.com.cn孟   林menglin@cmschina.com.cn鲍淑娴（研究助理）baoshuxian@cmschina.com.cn扫描下方二维码关注“招商计算机团队”微信公众号","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,"symbols":[],"gpt_button":0,"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 Gecko; compatible; ClaudeBot/1.0; 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