海外科技周报：降息平稳落地风险资产反弹AI驱动核电重启重视铀矿

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies [3]. Core Insights - The report highlights a rebound in the technology sector, particularly in Hong Kong, with the Hang Seng Technology Index rising by 6.4% during the week [8]. - A significant event was the signing of a 20-year power purchase agreement between Microsoft and CEG, which will restart a nuclear power plant, adding approximately 835 MW of carbon-free energy to the grid and creating 3,400 jobs [17]. - The cryptocurrency market saw a total market capitalization increase to $2.20 trillion, with a total trading volume of $67.9 billion for the week, reflecting a 191.97% year-to-date increase in total trading volume [20][24]. Summary by Sections 1. Overseas AI - The technology sector in Hong Kong experienced a rebound, with the Hang Seng Technology Index closing at 3703.8, up 6.4% [8]. - Microsoft hosted the Microsoft 365 Copilot Wave 2 launch event, introducing new collaborative tools aimed at enhancing productivity [15]. 2. Web3 and Cryptocurrency Market - The total market capitalization of cryptocurrencies reached $2.20 trillion, up from $2.10 trillion the previous week, indicating a recovery in market sentiment [20]. - The report noted that the cryptocurrency market is currently in a neutral sentiment zone, with a fear and greed index of 49.76 [20]. - The report identified top-performing companies in the cryptocurrency sector, including SOS, Bit Digital, Core Scientific, TeraWulf, and 博雅互动, while also noting significant declines in others like BitFuFu and Cipher Mining [24]. 3. Key Events - The report mentions the significant power purchase agreement between Microsoft and CEG, which is expected to have long-term implications for the energy sector and job creation [17]. - It also highlights the performance of various stocks within the technology and cryptocurrency sectors, with notable gains in companies like CONSTELLATION ENERGY and VERTIV [11][13].