Group 1 - The core point of the news is the launch of the "Genesis Project" by the Trump administration, aimed at transforming scientific research through artificial intelligence (AI) [1][3] - The initiative will involve the Department of Energy creating an AI experimental platform that integrates U.S. supercomputers and unique data assets to support scientific foundational models and robotic laboratories [3] - The project is seen as equally important as historical initiatives like the Manhattan Project or the space race, emphasizing the urgency of the AI competition [3] Group 2 - In January, the Trump administration announced a collaboration with OpenAI, SoftBank, and Oracle to invest $500 billion in AI infrastructure development in the U.S. [4] - Major technology stocks, including Tesla and Google, experienced significant gains, with Tesla rising over 6% [5][7] - Amazon announced a $500 billion investment to expand its AWS AI and high-performance computing capabilities for U.S. government clients, set to begin construction in 2026 [10][11] Group 3 - Google signed a multi-million dollar cloud services agreement with NATO to provide secure sovereign cloud services, indicating a growing trend in AI and cloud collaboration [9] - The semiconductor sector saw strong performance, with Broadcom's stock rising 11%, marking its largest increase since April [12] - Chinese stocks also surged, with the Nasdaq Golden Dragon China Index rising 2.82%, driven by significant gains in companies like Baidu and Alibaba [14]
凌晨,特朗普签令,“创世纪计划”启动!美股强劲反弹,芯片巨头大涨,中国资产爆发,黄金重回4100美元