Hua Yuan Zheng Quan·2025-07-28 06:47Investment Rating - Investment rating: None [4] Core Insights - The White House released the "AI Action Plan" aimed at accelerating the development of artificial intelligence in the U.S. by easing regulations and expanding energy supply for data centers. The plan focuses on three pillars: accelerating innovation, building AI infrastructure domestically, and establishing U.S. hardware and software as the global standard for AI innovation [4][15][17] - The plan includes a threefold energy strategy to prevent the premature closure of key power plants, upgrade existing transmission systems to enhance capacity, and utilize emerging technologies such as enhanced geothermal energy, nuclear fission, and nuclear fusion to expand the grid. This emphasizes the need for a reliable and dispatchable energy foundation to support AI infrastructure [16][17] - The nuclear power sector is expected to gain from this plan, as stable power supply capabilities will become increasingly important in the future energy structure, benefiting related uranium resources and supply chain enterprises [4][17] Summary by Sections 1. Overseas AI 1.1 Market Performance Review - Hong Kong tech stocks continued to rise, with the Hang Seng Tech Index closing at 5677.9, up 2.5%, outperforming the Hang Seng Index by 0.2 percentage points [7][8] - The Philadelphia Semiconductor Index closed at 5645.9, down 1.5%, underperforming the Nasdaq 100 and S&P 500 indices [7][8] 1.2 Recent Important Events Review - The "AI Action Plan" was released, focusing on easing regulations and expanding energy supply for AI development [15] - The plan emphasizes the upgrade of the power grid as a core component of AI infrastructure [16][17] 1.3 Upcoming Important Events - Key earnings reports from major companies such as VERTIV, ARM, Qualcomm, and others are scheduled for July 30, 2025 [18] 2. Web3 and Cryptocurrency Market 2.1 Cryptocurrency Market Performance Review - The total market capitalization of cryptocurrencies remained stable at $3.86 trillion as of July 25, 2025, with a total trading volume of $202.46 billion, accounting for 5.25% of the total market cap [19][27] - The market sentiment is currently in the "greed" zone, with a fear and greed index of 66 [23] 2.2 Recent Important Events Review - The core assets of cryptocurrency ETFs recorded a net inflow of $0.72 billion this week [28] 2.3 Upcoming Important Events - Earnings reports from companies like Ebang International Holdings, Microstrategy, and Coinbase Global are scheduled for late July and early August 2025 [34]