海外科技周报：AI模型密集发布，MSTR被纳入纳斯达克100指数

Investment Rating - The report does not provide a specific investment rating for the industry [3] Core Insights - The cryptocurrency market is experiencing a bullish trend, with a significant increase in market capitalization and positive sentiment among investors. The total market capitalization reached $3.6 trillion, reflecting a slight increase from $3.59 trillion the previous week [36][41] - The launch of Google's new AI model, Gemini 2.0, has led to a surge in its stock price, indicating strong market interest in AI technologies [25][28] - The report highlights the entry of MicroStrategy into the Nasdaq 100 index, suggesting a growing recognition of cryptocurrency-related companies in mainstream markets [3][41] Summary by Sections 1. Overseas AI - The US tech stocks continued to rise, with the Philadelphia Semiconductor Index increasing by 1.7% and outperforming the Nasdaq 100 and S&P 500 indices [16][17] - Notable stock performances included Broadcom (+25%), Tesla (+12%), and Google (+9%) [17] 2. Web3 and Cryptocurrency Market - The cryptocurrency market sentiment is currently in the "greed" zone, with a fear and greed index of 78 as of December 13 [36] - The report notes that the cryptocurrency spot ETFs recorded a cumulative net inflow of $2.167 billion over five days, indicating strong investor interest [3] - The report suggests that the cryptocurrency market is entering a "golden age," with expectations of continuous growth in market capitalization due to favorable developments [3][41] 3. Important Events - Google's Gemini 2.0 was released, showcasing significant performance improvements over its predecessor, with capabilities in multimodal input and output [25][28] - The US Department of Energy has awarded contracts to six companies for low-enriched uranium procurement, aiming to boost domestic uranium production capabilities [29][32]