Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies [3]. Core Insights - The cryptocurrency market has seen a significant increase in core asset prices, surpassing $65,000, influenced by global liquidity and stimulus measures from China [5][20]. - Meta has launched its first AR glasses prototype, Orion, integrating AI and AR into daily life, which is expected to lead the next generation of computing technology [3][16]. - The Hang Seng Tech Index rose over 20% this week, indicating strong performance in the tech sector [8][9]. Summary by Sections 1. Overseas AI - The Hang Seng Tech Index closed at 4453.2, with a weekly increase of 20.2%, outperforming the Hang Seng Index by 7.2 percentage points [8]. - The Philadelphia Semiconductor Index rose by 4.3%, closing at 5217.2, also outperforming the Nasdaq 100 and S&P 500 indices [8]. 2. Web3 and Cryptocurrency Market - The total market capitalization of cryptocurrencies reached $2.32 trillion as of September 28, 2024, up from $2.20 trillion the previous week [20]. - The total trading volume for cryptocurrencies was $77 billion, accounting for 3.31% of the total market capitalization [20]. - Year-to-date, the total trading volume for cryptocurrencies has accumulated to $21.70 trillion, reflecting a year-on-year growth of 192.25% [20]. - The sentiment in the cryptocurrency market is currently neutral, with the Fear and Greed Index at 56.67 [20]. 3. Key Events in the Cryptocurrency Market - This week, core asset spot ETFs in the cryptocurrency market recorded net inflows, totaling $1.107 billion for the week [25]. - Significant individual stock performances included Cipher Mining (+42%), BitFuFu (+26%), and Microstrategy (+22%) [23][24].
海外科技周报:Meta发布首款AR眼镜原型机,加密核心资产价格持续上涨
Hua Yuan Zheng Quan·2024-10-07 01:30