A股CPO概念持续拉升，光迅科技涨停，此前剑桥科技、光库科技、世嘉科技、永鼎股份等多股涨停。

Bernstein rates SpaceX Outperform with a $239 PT but says the valuation hinges less on rockets than on whether AI compute can move to orbit. Its model assumes about 3,600 launches a year by 2031, roughly 170,000 satellites and about 20 GW of orbital compute. The thesis: terrestrial data centres face rising constraints on power, land and cooling; if Starship achieves rapid two‑stage reusability and sharply cuts launch costs, orbit could become a compute venue. Bernstein flags new bottlenecks — chip supply, satellite thermal management, radiation hardening, communications and regulation — and notes the scale it models would demand about 2.8 mln wafers a year, or the equivalent of roughly five dedicated fabs. Conclusion: ground AI data centres remain the primary revenue stream this decade; orbital compute is a long‑dated option.

美国中央司令部发布了一张图片，图片显示一名陆军伞兵正在中东某处未公开地点参加实弹演习。