节点：下游（终端消费/应用）位置：下游情绪：利好参考度：4/10
全球算力需求持续高涨，地面数据中心依赖模式瓶颈逐步显现，太空算力成为卫星领域新兴应用场景。其核心价值在于突破地面能源约束，通过太阳翼提供持续稳定的高密度清洁能源，太空光伏发电量较地面提升数倍。据Starcloud白皮书，太空部署40MW数据中心（10年运行）总成本约820万美元，较地面数据中心1.67亿美元降低95%。
SpaceX正于美国建设100GW级光伏产能，预计3-4年完成；蓝色起源、谷歌及中日欧等行业龙头亦加速布局。广发证券指出，AI巨头群雄逐鹿背景下，“算力上天”已...
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