海外科技周报：AI基建催化美国核电板块，特朗普就任引发加密巨波

Investment Rating - The report does not provide a specific investment rating for the industry [2] Core Insights - The recent inauguration of Trump as the 47th President of the United States has led to the signing of an executive order aimed at reviewing government actions that may hinder domestic energy resource development, particularly focusing on nuclear energy [3][12] - OpenAI's announcement of a $500 billion investment plan for AI infrastructure in the U.S. is expected to create significant demand for power resources, benefiting companies involved in small modular reactors (SMR) and uranium-related investments [3][13] - The performance of the nuclear power sector has been positively influenced by the OpenAI Stargate project, with notable stock price increases for companies like NANO NUCLEAR ENERGY (+80%) and OKLO (+61%) [3][4] Market Performance - The Hang Seng Technology Index rose by 4.0% this week, outperforming the Hang Seng Index by 1.5 percentage points, while the Philadelphia Semiconductor Index increased by 0.6% [6][7] - The total market capitalization of cryptocurrencies reached $3.58 trillion, reflecting an increase from $3.51 trillion the previous week, with a total trading volume of $205.68 billion [16][18] Key Events - The report highlights the significant fluctuations in cryptocurrency prices following Trump's inauguration, with core assets experiencing volatility but recovering after the announcement of supportive policies for blockchain technology [24] - The report notes that the sentiment in the cryptocurrency market is currently in the "Greed" zone, indicating a bullish outlook among investors [18] Investment Recommendations - The report suggests focusing on companies involved in small modular reactors (SMR) and uranium resources, such as OKLO, NNE, and LEU, as potential investment opportunities [3][13] - It is recommended to keep an eye on the performance of electric logic mining stocks, which have shown strong performance in the cryptocurrency market [19]