According to the CITIC Construction Investment Research Report, it continues to be bullish on AI and commercial aerospace. On the space side, SpaceX is actively promoting the listing process and plans to absorb the XAI integration business; at the same time, SpaceX submitted an application for one million AI satellites to the FCC, aiming to create a constellation of space computing power satellites; Apple and SpaceX plan to jointly promote direct mobile phone satellite services, and the field of downstream commercial space applications is expected to expand. On the AI side, Keling 3.0 is being tested ahead of schedule, and the image and video models are being upgraded simultaneously; Ant continues to open source four artificial smart models this week. Google Genie 3 was officially launched, and the world model iteration is expected to accelerate the progress of AGI; in addition, major Internet companies are competing for AI product promotion traffic during the Spring Festival through red envelopes, and AI product penetration rates may continue to increase.

According to the CITIC Construction Investment Research Report, it continues to be bullish on AI and commercial aerospace. On the space side, SpaceX is actively promoting the listing process and plans to absorb the XAI integration business; at the same time, SpaceX submitted an application for one million AI satellites to the FCC, aiming to create a constellation of space computing power satellites; Apple and SpaceX plan to jointly promote direct mobile phone satellite services, and the field of downstream commercial space applications is expected to expand. On the AI side, Keling 3.0 is being tested ahead of schedule, and the image and video models are being upgraded simultaneously; Ant continues to open source four artificial smart models this week. Google Genie 3 was officially launched, and the world model iteration is expected to accelerate the progress of AGI; in addition, major Internet companies are competing for AI product promotion traffic during the Spring Festival through red envelopes, and AI product penetration rates may continue to increase.