海外科技周报：加密仍有空间，新增看多铀矿

Investment Rating - The report does not provide a specific investment rating for the nuclear power and uranium industry [3]. Core Insights - The report highlights a resurgence in global nuclear power planning, driven by the demand for energy to support the AI industry, with the U.S. needing 50GW by 2030 to compete with China [1][43]. - The U.S. aims to add 200GW of nuclear power by 2050, with a target of 35GW by 2035, as outlined in the latest nuclear roadmap released during COP29 [1][43]. - Russia's temporary restrictions on uranium exports to the U.S. may lead to increased demand for natural uranium due to potential supply shortages in enriched uranium [1][46]. Summary by Sections Section 1: Overseas AI - The report discusses the recent OpenAI blueprint for U.S. AI infrastructure, which includes leveraging naval nuclear expertise for civilian small modular reactors (SMRs) [1][43]. - The COP29 conference resulted in the U.S. announcing a nuclear roadmap to expand nuclear capacity significantly over the next 25 years [1][43]. - Russia's response to U.S. sanctions includes temporary restrictions on enriched uranium exports, potentially increasing the demand for natural uranium [1][46]. Section 2: Web3 and Cryptocurrency Market - The global cryptocurrency market capitalization rose to $2.92 trillion, reflecting a significant increase from $2.5 trillion the previous week [51]. - The cryptocurrency market sentiment is currently in an "Extreme Greed" phase, with a fear and greed index reading of 85 [51]. - The report notes strong performance among cryptocurrency-related stocks, with notable gains in companies like Canaan and Hut 8 Mining [56].