软银清仓，英伟达跌近3%！

Group 1 - SoftBank has completely sold its stake in NVIDIA, resulting in a nearly 3% drop in NVIDIA's stock price [7][9][10] - The technology sector faced pressure, leading to a collective decline in tech stocks, with the Nasdaq index ultimately closing down [5][8] - AMD's CEO Lisa Su stated that the AI data center market is expected to exceed $1 trillion by 2030, although AMD's stock fell by 2.65% on the same day [12][13] Group 2 - Novo Nordisk's stock surged by 7% following positive Phase II clinical trial results for its experimental drug coramitug [15][16] - The company also announced effective results for semaglutide in treating metabolic-associated fatty liver disease [16] - In the Chinese stock market, the Nasdaq Golden Dragon Index fell by 0.06%, with mixed performances among major Chinese stocks [18][19] Group 3 - The U.S. Senate passed a budget bill to end the government shutdown, contributing to a rise in the Dow Jones index, which reached a historical high [5][6] - The ADP report indicated a deterioration in U.S. employment conditions, leading to a significant drop in the dollar index and a "V" shape reversal in international gold prices [3][21][22] - Google announced a €5.5 billion (approximately $6.4 billion) investment in Germany for data center construction and operations [26] - Microsoft plans to invest $10 billion in AI infrastructure in Portugal, marking one of the largest AI investment projects in Europe [27]