沸腾了，AI大爆发！

Group 1: Market Performance - The US stock market indices reached new highs, with the Dow Jones up 0.34% to 47,706.37 points, the Nasdaq up 0.8% to 23,827.49 points, and the S&P 500 up 15.73 points to 6,890.89 points [2] - Nvidia's stock price increased by 4.98% to $201.03, resulting in a market capitalization increase of $231.8 billion (approximately 164.56 billion RMB) [5][6] - Apple became the third US company to surpass a market capitalization of $4 trillion (approximately 28.4 trillion RMB), with a stock price increase of 0.07% [5][6] Group 2: Company Developments - Nvidia announced the launch of the new BlueField-4 processor and plans to integrate AI supercomputing with quantum computing through the NVQLink interconnect system [5] - Microsoft shares rose by 1.98%, with a market cap also reaching $4 trillion, following a new agreement with OpenAI for an additional $250 billion in Azure services [5] - Tesla's stock increased by 1.80%, as the company is considering internal candidates for CEO succession in light of Elon Musk's potential departure [8] Group 3: Semiconductor Sector - The semiconductor sector saw a rise, driven by Nvidia's performance, with Intel, Broadcom, Cirrus Logic, and TSMC also experiencing stock price increases of 5.03%, 3.02%, 1.65%, and 1.10% respectively [6][7] - Nvidia's CEO dismissed concerns about an AI bubble, projecting that the company's latest chips will generate $500 billion in revenue over the next five quarters [6] Group 4: Gold Market - The international gold market has been in a correction phase for a week, with the COMEX gold index nearing $3,900 per ounce [13] - The Bank of Korea plans to consider increasing its gold reserves from a medium to long-term perspective, monitoring market dynamics for timing and scale of purchases [13]