美股深夜集体拉升！中国资产，爆发

Group 1: Market Overview - US stock indices opened higher and continued to rise after the opening [1] - Nuclear power stocks surged, with Oklo and NuScale Power both rising over 10% following President Trump's announcement of significant nuclear energy development [3] - The storage sector also saw gains, with Micron up over 2%, SanDisk up over 3%, and Western Digital up nearly 2% after Citigroup raised target prices for SanDisk and Seagate Technology [3] Group 2: Company-Specific Developments - Intel's stock rose by up to 8% as it merged two departments responsible for traditional data centers and AI accelerators into one business unit [3] - Tesla's stock increased by over 1% after CEO Elon Musk announced the restart of the previously shelved supercomputer project, Dojo 3 [3] - Netflix's stock fell nearly 4% as its Q1 2026 revenue forecast of $12.16 billion and EPS of $0.76 fell short of analyst expectations [3][4] - Oracle's stock dropped nearly 2% due to a lawsuit from bondholders alleging undisclosed significant debt increases for AI infrastructure [4] Group 3: Industry Trends - Nasdaq China Golden Dragon Index rose over 2%, with Bilibili and Baidu Group both increasing over 6% [4] - Baidu's AI assistant, Wenxin Yiyan, surpassed 200 million monthly active users, integrating various services within the Baidu ecosystem [4] - iQIYI announced new revenue-sharing cooperation rules for its professional content production, covering multiple business segments [6] - Li Auto released an OTA 8.2 system update for its MEGA, L series, and i series vehicles, introducing 40 new features and 25 experience optimizations [6]