软银清仓，英伟达跌近3%！

Group 1 - SoftBank has completely sold its stake in NVIDIA, resulting in a nearly 3% drop in NVIDIA's stock price [1][3] - The U.S. Senate passed a budget bill to end the government shutdown, leading to a new high for the Dow Jones index, which rose by 1.18% to 47,927.96 points [1][2] - AMD's CEO Lisa Su stated that the AI data center market is expected to exceed $1 trillion by 2030, although AMD's stock fell by 2.65% on the same day [5][2] Group 2 - CoreWeave, a cloud computing company invested in by NVIDIA, saw its stock drop by 16% after lowering its revenue forecast for 2025 from a maximum of $5.35 billion to between $5.05 billion and $5.15 billion due to slow data center construction [3] - Novo Nordisk's experimental drug coramitug showed a 48% reduction in NT-proBNP levels at a 60 mg/kg dose in Phase II trials, leading to a 7% increase in its stock price [8] - Google announced a €5.5 billion ($6.4 billion) investment in data centers in Germany, while Microsoft plans to invest $10 billion in AI infrastructure in Portugal [14]