Welcome to Edition 8.31 of the Rocket Report! We have some late-breaking news this week with an update Thursday afternoon from Rocket Lab on the timing of its much-anticipated Neutron rocket. Following the failure of a first stage tank during testing, the company is pushing the medium-lift rocket's debut into the fourth quarter of this year. Effectively that probably means 2027 for the booster, which is disappointing because we all very much want to see another reusable rocket take flight.
变化二：存储器需求，正在分层周期失灵的背后，是存储芯片需求端的结构性重塑。
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新与旧的对抗不可避免，最终的胜利者，只会是那些在变革前夜，就已经在勇敢追逐的玩家。
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何杰：银行疑似无主金融账户的情形分为两类：第一类是身份不明账户。2000年4月，中国人民银行实施存款实名制，公民开立银行账户须提供有效身份证明材料，账户实名制成为一项金融基础制度。但此前开立的银行账户并未全量注销，也并未全量转成实名账户。如，我们调研发现，截至2025年12月末，南方某农商行身份不明客户账户数量为189.4万个，存款余额为13.39亿元，占比0.44%。其中账户权利人80岁以上者共50867户，存款余额6522.24万元，占比0.21%。