千亿大单!巨头牵手!股价狂飙

Group 1 - OpenAI has signed a $38 billion (approximately 270.56 billion RMB) computing service agreement with Amazon's AWS, which will provide computational power for ChatGPT developers to train and upgrade models [3] - As part of the agreement, Amazon will expand its data centers in the coming years to build dedicated cloud service infrastructure for OpenAI [3] - Amazon's stock surged by 4% on the news, reaching a record closing high, while other chip stocks like NVIDIA and Micron also saw gains of 2.17% and 4.88% respectively, with Micron also hitting a record closing high [3] Group 2 - In Europe, travel and leisure stocks saw widespread gains, with Ryanair's Q2 fiscal year 2026 earnings report showing a 13% year-on-year revenue increase, exceeding expectations [5] - Concerns over the supply of automotive-grade chips eased, leading to a rise in automotive stocks, with Renault and Volkswagen both increasing by over 2% [5] - The three major European stock indices showed mixed results, with the UK and France down by 0.16% and 0.14% respectively, while Germany rose by 0.73% [5] Group 3 - OPEC+ decided to maintain an increase in production by 137,000 barrels per day in December but announced a pause in the production increase plan for the first three months of 2026 [7] - International oil prices experienced slight increases, with light crude oil futures closing at $61.05 per barrel, up 0.11%, and Brent crude futures at $64.89 per barrel, up 0.19% [7] Group 4 - The ongoing U.S. federal government shutdown and poor manufacturing economic data have led some investors to increase their gold holdings as a safe haven, resulting in a rise in international gold prices [8] - Gold futures closed at $4,014 per ounce, reflecting a 0.44% increase [8]