海外科技周报：特朗普当选叠加11月降息，加密牛市主升浪开启

Investment Rating - The report does not provide a specific investment rating for the industry [3]. Core Insights - The cryptocurrency market is experiencing a significant surge, with core asset prices reaching historical highs due to the election of Trump and a 25 basis point interest rate cut by the Federal Reserve [4][3]. - The total market capitalization of the global cryptocurrency market has increased to $2.5 trillion as of November 8, 2024, up from $2.33 trillion the previous week [17][4]. - The sentiment in the cryptocurrency market is currently in the "Greed" zone, with a Fear and Greed Index reading of 72 [17][20]. Summary by Sections 1. Overseas AI - The U.S. election results have led to a rise in tech stocks, with the Hang Seng Tech Index up 4.1% and the Philadelphia Semiconductor Index up 5.8% for the week [8][9]. - Key companies that saw significant stock price increases include Tesla (+29%), Xpeng Motors (+26%), and GlobalFoundries (+20%) [8][9]. 2. Web3 and Cryptocurrency Market - The cryptocurrency market has shown substantial growth, with a total trading volume of $132.06 billion on November 8, 2024, representing 5.28% of the total market capitalization [17]. - The top five companies in the cryptocurrency sector that experienced the highest stock price increases this week include Coinbase Global (+48%), Cipher Mining (+36%), and Riot Blockchain (+36%) [21]. - The report highlights the potential of Small Modular Reactors (SMR) as a more attractive power supply solution for data centers, with major companies like Amazon investing significantly in SMR technology [12][13].