JP Morgan lowers NONGFU SPRING's target price to 55 yuan, maintains "Overweight" rating

Citigroup raises Broadcom's target price to $480, driven by AI performance exceeding expectations

HSBC Holdings' HSBC UK will increase branch investment by about 30% next year

Nikkei falls 744 points or 1.5% in half a day; SoftBank and Kioxia rapidly decline, while bank stocks rise against the trend

Citigroup raises the target price of WASION HOLDINGS to 21 yuan as AIDC sees strong new orders

"Large Banks" Huayan raised MMG's target price to 9.1 yuan. Copper fundamentals have improved, but short-term upside potential is limited

Meituan announced the suspension of "Tuan Hao Huo," after years of attempting to drive e-commerce through food delivery

Citigroup raises Li Ning's target price to 20.6 yuan and lowers earnings forecasts for the next two years

NVIDIA CEO Jensen Huang has been selected as the Financial Times Person of the Year

HANG LUNG signed a contract with JiuBai Group for the commercial operation project at No. 1038 Nanjing West Road

<p>To address the surge in AI computing power demand and ground power bottlenecks, American tech giants are collectively turning to the concept of "space data centers." Google plans to launch prototype testing satellites in 2027, while companies like SpaceX and Blue Origin are also accelerating their layouts. This trend is being driven by the decrease in launch costs and the reshaping of capital narratives, pushing the field from a technological vision into the early validation stage</p>

- The explosive growth in AI's demand for computing power has led U.S. tech giants to explore the concept of "space data centers" to alleviate ground infrastructure bottlenecks.  
- Companies like Google and startups such as Starcloud are actively testing AI technologies in space, driven by the need for sustainable energy solutions and lower operational costs.  
- Despite concerns over radiation risks and maintenance challenges, the decreasing costs of rocket launches are making space data centers a viable commercial prospect, reshaping capital expenditure expectations in the hardware sector.

Wallstreetcn

Alphabet

Amazon

Destiny Tech100

NVIDIA

Tesla

Led by Musk, with Bezos and Jensen Huang joining in, the American tech circle suddenly has a "flood" of discussions about space data centers

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