海外科技周报：美股温和反弹，等待下周利率决议-2025-03-16

Investment Rating - Investment rating: None [2] Core Insights - The US stock market experienced significant volatility this week, particularly in the technology sector, with the Nasdaq index dropping over 2.4% [3][6] - Concerns over a potential US economic recession, uncertainty regarding tariff policies, and rising bond yields have contributed to a shift in investor risk appetite [3][6] - The US is the largest consumer of uranium globally, with an annual demand of 47 million pounds, and the government is expected to push for domestic production to reduce reliance on foreign supplies [15] Market Performance - The Hang Seng Technology Index closed at 5880.8, down 2.6%, underperforming the Hang Seng Index by 1.5 percentage points [6][8] - The Philadelphia Semiconductor Index closed at 4598.8, down 0.7%, outperforming the Nasdaq 100 and S&P 500 indices [6][8] - Top gainers this week included Intel (+17%), NANO NUCLEAR ENERGY (+12%), and NUSCALE POWER (+12%), while top losers included Adobe (-12%), Bilibili (-11%), and Apple (-11%) [8][12] Uranium Market Insights - UEC reported a sales and service revenue of $49.75 million for FY2Q25, primarily from uranium inventory sales, with a net loss of approximately $10.23 million due to operational expenses [14] - The cumulative production shortfall for uranium is projected to reach approximately 43.5 million pounds by 2026 and over 1 billion pounds by 2040 [15] Cryptocurrency Market Overview - The total market capitalization of cryptocurrencies decreased to $2.71 trillion, down from $2.92 trillion the previous week [19] - The cryptocurrency market sentiment is currently in a state of extreme fear, with a Fear and Greed Index reading of 18 [21] - This week saw a significant net outflow of $921 million from core cryptocurrency ETFs, indicating a bearish trend in the market [24] Upcoming Events - Key upcoming earnings reports include Xiaomi Group on March 18, Tencent Holdings on March 19, and Micron Technology on March 20 [18] - In the cryptocurrency sector, Stronghold Digital Mining Inc is set to release its earnings forecast on March 19 [31]