深夜，暴涨！美联储，突爆大消息！

Core Viewpoint - The quantum computing sector has experienced a significant surge, with major stocks like Quantum Corporation and Quantum Computing seeing substantial increases, indicating a strong market interest and optimism in AI demand [1][2]. Group 1: Quantum Computing Sector - Quantum computing stocks collectively surged, with Quantum Corporation rising over 43% and Quantum Computing increasing over 26% [1]. - Rigetti Computing announced a three-year, $5.8 million research contract with the U.S. Air Force Research Laboratory, contributing to its stock rise of over 10% [2]. - IonQ Inc signed a memorandum of understanding with the U.S. Department of Energy to advance space quantum technology, leading to a stock increase of over 3% [2]. Group 2: Major Tech Stocks - Major tech stocks such as Apple, Amazon, and Tesla rose over 1%, while Nvidia, Microsoft, and Google saw slight increases, reflecting overall market strength [3]. - OpenAI plans to spend approximately $100 billion on renting cloud service providers' backup servers over the next five years, in addition to the previously estimated $350 billion by 2030 [3][4]. Group 3: Federal Reserve Insights - Minneapolis Fed President Kashkari indicated that the risk of a rapidly deteriorating labor market may outweigh the risk of significant inflation, predicting two more rate cuts this year [5][6]. - Kashkari raised the estimate for the neutral interest rate to 3.1% and warned that political interference could undermine the Fed's independence [6]. - New Fed Governor Stephen Milan expressed that he does not believe tariff policies will cause substantial inflation, supporting a low-rate outlook [6][7].