The research report released by CITIC Securities highlighted that on June 12, SpaceX made a triumphant debut on the NASDAQ stock exchange, with its share price skyrocketing by approximately 19% on the very first day of trading. The initial public offering (IPO) successfully raised around US$75 billion, setting a new record as the largest global IPO to date. This substantial influx of capital is anticipated to significantly propel the iterative advancements of SpaceX's rocket and satellite technologies, while also paving the way for the exploration of novel AI frontiers, such as space-based computing power. Despite fluctuations in the launch tempo of domestic reusable rockets and other related aspects, attributable to the inherent characteristics of commercial rockets, the industry is poised for exponential growth once breakthroughs in reusable technology are achieved. The space-based computing power sector boasts immense potential, and it is imperative to direct attention towards 'core assets' and 'inflation-linked' opportunities.