Group 1 - The core focus of the agreement is on collaboration in rapidly developing technology fields such as artificial intelligence, quantum computing, and civil nuclear energy [1] - Major US tech companies, including Microsoft, Google, NVIDIA, and OpenAI, have committed to invest £31 billion (approximately $42 billion) to enhance the UK's AI infrastructure and advanced technologies [1] - Microsoft announced its largest investment commitment in the UK, pledging £22 billion (approximately $30 billion) for AI infrastructure development and operations [1] Group 2 - The Northeast region of England is expected to become a new AI growth area, potentially creating over 5,000 jobs and attracting billions of dollars in private investment [2] - NVIDIA plans to deploy 120,000 advanced GPU chips across various UK enterprises, marking its largest deployment in Europe to date [1] - Google is set to open a data center in Hertfordshire as part of its £5 billion investment plan in the UK over two years [1]

Group 1 - The US and UK signed the "Tech Prosperity Agreement," focusing on collaboration in rapidly developing technology fields such as artificial intelligence, quantum computing, and civil nuclear energy [1][5][6] - Major US tech companies, including Microsoft, Google, NVIDIA, and OpenAI, committed to investing £31 billion (approximately $42 billion) to enhance the UK's AI infrastructure and advanced technologies, covering data centers, computer chips, and processing capabilities [1][5][6] - Microsoft announced a £22 billion (approximately $30 billion) investment for AI infrastructure in the UK, marking its largest investment commitment in the country to date [1][5][6] Group 2 - NVIDIA plans to deploy 120,000 advanced GPU chips across various UK enterprises, representing its largest deployment in Europe to date [1][5] - Google will establish a data center in Hertfordshire as part of its £5 billion investment plan in the UK over two years [1][5][6] - The Northeast of England is expected to become a new AI growth area, potentially creating over 5,000 jobs and attracting billions in private investment [6]

Group 1: Report Industry Investment Rating - There is no information provided in the report regarding the industry investment rating. Group 2: Core Viewpoints of the Report - The Fed cut interest rates by 25bp in September as expected, and gold initially rallied but then fell back. The market remains uncertain about the subsequent interest - rate cut path [1][3]. - The medium - term upward logic of gold remains unchanged. If the interest - rate cut is confirmed to enter a continuous cycle or there are signs of interference with the Fed's independence, it will stimulate safe - haven buying. If the cut is seen as a preventive measure and the dollar rebounds in the short term, the gold price may be briefly pressured [3]. - Geopolitical risks continue to provide downside support for gold. Once the risk sentiment deteriorates, the price correction may be quickly absorbed by buyers [7]. Group 3: Summary by Relevant Catalogs 1. Key Information - The Fed cut interest rates by 25 basis points and hinted at steadily reducing borrowing costs for the rest of the year to address concerns about the weakening job market. Most governors appointed by President Trump also supported this move [2]. - Russia's Transneft warned producers that they might have to cut production after Ukraine launched drone attacks on important Russian export ports and refineries [2]. - The UK and the US reached a technical agreement to strengthen cooperation in AI, quantum computing, and civil nuclear energy. Top US companies led by Microsoft promised to invest £31 billion ($42 billion) in the UK [2]. 2. Price Logic - The Fed cut interest rates by 25bp to 4.00% - 4.25% in September, the first cut since December last year. Only the new governor Miran advocated a 50bp cut, which may ease market concerns about the Fed's independence [3]. - The dot - plot shows a median expectation of a further 50bp rate cut this year. The Fed members' focus on interest - rate forecasts has shifted downward overall, while Miran expects a significant rate cut in 2025 [3]. - The GDP forecasts for 2025 - 2026 were raised, the unemployment rate forecast was lowered, and the core PCE was raised to 2.6%, indicating stronger inflation stickiness. However, the FOMC still chose to cut rates, reflecting a more dovish policy reaction function [3]. - Gold has been volatile around the Fed's interest - rate cut, then rallied and fell back. It has risen by more than 9% since Jackson Hole in August, facing short - term profit - taking pressure. Historically, the gold price mostly shows small increases or remains flat in the week after a Fed rate cut, and the average returns after one month and three months are significantly positive [3]. 3. Market Performance - The US Treasury bond yield first fell and then rose. The 10 - year yield briefly fell below 4% and then returned to the upper end of the range, still below the key moving average. The US dollar index hit its lowest level since 2022, indicating that the market is betting on a decline in real interest rates [4]. - US stocks first fell and then recovered some losses. Risk assets are still in the "soft landing + loose liquidity" sweet spot [4]. 4. Geopolitical Situation - The Russia - Ukraine conflict has escalated again, with the Ukrainian army attacking large refineries in Russia at night and the Russian army seizing villages in the Dnipropetrovsk region. In the Middle East, Israel has advanced its ground offensive deeper into Gaza City, increasing the intensity of the conflict [7]. 5. Outlook - The weekly range for spot London gold is expected to be between $3,500 and $3,800, and for spot London silver, it is expected to be between $39 and $45 [7]. 6. Commodity Index - The comprehensive index is not detailed. Among the special indices, the commodity index is 2245.98, down 0.33%; the commodity 20 index is 2515.59, down 0.45%; and the industrial products index is 2270.66, up 0.04% [44]. - For the precious metals index on September 17, 2025, the daily change was - 1.19%, the change in the past 5 days was + 0.70%, the change in the past month was + 8.54%, and the change since the beginning of the year was + 31.72% [46].

转自：新华社 其中，微软宣布将为英国人工智能基础设施建设及运营投资220亿英镑（约合300亿美元），这是微软迄今在英国做出的最大一笔投资承诺；英伟达将携手 英国各地企业，在英国部署12万块先进GPU芯片，这是该公司迄今在欧洲规模最大的部署；谷歌宣布在赫特福德郡开设数据中心，这是该公司在英为期两 年50亿英镑总投资计划的一部分。 此外，英国公司Nscale与英伟达和OpenAI达成协议，打造英国版"星际之门"项目，并与微软建立合作伙伴关系，在洛顿打造英国最大的AI超级计算机。 公报说，英格兰东北部地区将成为新的人工智能增长区，有望创造超过5000个就业岗位及数十亿美元的私人投资。 新华财经伦敦9月18日电（记者 郭爽）美国总统特朗普16日晚到访英国后，英美签署《科技繁荣协议》。该协议重点聚焦人工智能、量子计算和民用核能 等飞速发展的技术领域合作。 英国政府在16日发布的一份新闻公报中说，签署这份跨大西洋协议是特朗普此次对英国进行国事访问的一部分，内容涵盖多个前沿技术领域的合作。 公报说，微软、谷歌、英伟达、OpenAI和"核心编织"等美国顶尖科技和人工智能公司承诺斥资310亿英镑（约合420亿美元），用于提升英 ...

Group 1 - The semiconductor industry is experiencing significant growth, with companies like Haiguang Information and Zhongke Shuguang reaching historical highs in stock prices and market capitalization [1] - Quantum computing is highlighted as a transformative force in addressing AI computing power bottlenecks, with the market size for quantum computing expected to exceed $800 billion by 2035 [1] - Domestic AI chip applications are expanding, particularly in large internet companies, which are driving revenue growth for related firms [2] Group 2 - The domestic computing power sector is seeing increased support from major companies like Tencent, which is diversifying its supply channels for inference chips [3] - Various ETFs tracking the STAR Market are showing strong performance, with significant gains in stocks like GuoDun Quantum and Zhongke FeiCe [2][4] - The STAR Market ETFs are designed to provide exposure to leading technology companies, with specific focuses on large-cap, mid-cap, and high-growth firms [4]

Group 1 - The Computer ETF (159998) showed strong performance with a 1.76% increase and a trading volume of 160 million yuan, leading in net subscriptions of 28.8 million shares and a premium trading rate of 0.04% [1] - Key stocks in the Computer ETF include Donghua Software, Dahua Technology, Tuobang Technology, Zhongke Shuguang, and Deep Technology, with Donghua Software hitting the daily limit [1] - The Cloud Computing ETF (517390) also performed well, rising 1.20% with a trading volume exceeding 29 million yuan and a turnover rate over 6%, indicating active trading [1] Group 2 - The Cloud Computing ETF (517390) closely tracks the CSI Hong Kong-Shanghai Cloud Computing Industry Index and includes major stocks like Tencent Holdings and Zhongke Shuguang [2] - Huawei's recent announcement highlighted AGI as a transformative force for the next decade, emphasizing the evolution of AI from tools to decision-making partners [2] - China Mobile launched the "Wuji No. 1" ion trap quantum computing device and established an innovation consortium to promote quantum computing in Beijing [2] Group 3 - Global investment in computing power remains robust, with Oracle reporting $455 billion in orders and Microsoft signing a $17.4 billion agreement with Nebius [3] - There is an increasing trend towards outsourcing AI training and inference, indicating significant market potential for non-self-built cloud computing solutions [3] - The focus is on diverse supply trends in third-party AI infrastructure and the demand for upstream equipment, with a recommendation to monitor customer concentration and contract fulfillment [3]

Core Points - The signing of the "Tech Prosperity Agreement" between the US and UK focuses on collaboration in rapidly developing technology fields such as artificial intelligence, quantum computing, and civil nuclear energy [1] - Major US tech companies, including Microsoft, Google, Nvidia, and OpenAI, have committed to invest £31 billion (approximately $42 billion) to enhance the UK's AI infrastructure and advanced technologies [1] - Microsoft announced its largest investment commitment in the UK, pledging £22 billion (approximately $30 billion) for AI infrastructure development and operations [1] - Nvidia plans to deploy 120,000 advanced GPU chips across UK businesses, marking its largest deployment in Europe to date [1] - Google is set to open a data center in Hertfordshire as part of its £5 billion investment plan in the UK over two years [1] - The Northeast region of England is expected to become a new AI growth area, potentially creating over 5,000 jobs and attracting billions in private investment [2]

此外，英国公司Nscale与英伟达和OpenAI达成协议，打造英国版"星际之门"项目，并与微软建立合作伙 伴关系，在洛顿打造英国最大的AI超级计算机。 公报说，英格兰东北部地区将成为新的人工智能增长区，有望创造超过5000个就业岗位及数十亿美元的 私人投资。 公报说，微软、谷歌、英伟达、OpenAI和"核心编织"等美国顶尖科技和人工智能公司承诺斥资310亿英 镑（约合420亿美元），用于提升英国的人工智能基础设施和前沿技术，涵盖数据中心、计算机芯片以 及人工智能背后的处理能力等。 其中，微软宣布将为英国人工智能基础设施建设及运营投资220亿英镑（约合300亿美元），这是微软迄 今在英国做出的最大一笔投资承诺；英伟达将携手英国各地企业，在英国部署12万块先进GPU芯片，这 是该公司迄今在欧洲规模最大的部署；谷歌宣布在赫特福德郡开设数据中心，这是该公司在英为期两年 50亿英镑总投资计划的一部分。 美国总统特朗普16日晚到访英国后，英美签署《科技繁荣协议》。该协议重点聚焦人工智能、量子计算 和民用核能等飞速发展的技术领域合作。 美国总统特朗普当地时间16日晚抵达英国，开始对英国进行国事访问。英国白金汉宫说，特朗普定 ...

Core Points - The signing of the "Tech Prosperity Agreement" between the US and UK focuses on collaboration in rapidly developing technology fields such as artificial intelligence, quantum computing, and civil nuclear energy [1][2] - Major US tech companies, including Microsoft, Google, NVIDIA, and OpenAI, have committed to invest £31 billion (approximately $42 billion) to enhance the UK's AI infrastructure and advanced technologies [1] - The agreement is part of President Trump's state visit to the UK, which includes meetings with King Charles III and Prime Minister Starmer [2] Investment Commitments - Microsoft announced a £22 billion (approximately $30 billion) investment in AI infrastructure in the UK, marking its largest investment commitment in the country to date [1] - NVIDIA plans to deploy 120,000 advanced GPU chips across UK businesses, representing its largest deployment in Europe [1] - Google will establish a data center in Hertfordshire as part of a £5 billion investment plan in the UK over two years [1] Regional Development - The Northeast region of England is set to become a new AI growth area, expected to create over 5,000 jobs and attract billions of dollars in private investment [2]

转自：北京日报客户端 美国总统特朗普当地时间16日晚抵达英国，开始对英国进行国事访问。英国白金汉宫说，特朗普定于17 日至18日分别与英国国王查尔斯三世和首相斯塔默会见会晤。 来源：北京日报客户端 其中，微软宣布将为英国人工智能基础设施建设及运营投资220亿英镑（约合300亿美元），这是微软迄 今在英国做出的最大一笔投资承诺；英伟达将携手英国各地企业，在英国部署12万块先进GPU芯片，这 是该公司迄今在欧洲规模最大的部署；谷歌宣布在赫特福德郡开设数据中心，这是该公司在英为期两年 50亿英镑总投资计划的一部分。 此外，英国公司Nscale与英伟达和OpenAI达成协议，打造英国版"星际之门"项目，并与微软建立合作伙 伴关系，在洛顿打造英国最大的AI超级计算机。 公报说，英格兰东北部地区将成为新的人工智能增长区，有望创造超过5000个就业岗位及数十亿美元的 私人投资。 美国总统特朗普16日晚到访英国后，英美签署《科技繁荣协议》。该协议重点聚焦人工智能、量子计算 和民用核能等飞速发展的技术领域合作。 英国政府在16日发布的一份新闻公报中说，签署这份跨大西洋协议是特朗普此次对英国进行国事访问的 一部分，内容涵盖多个前 ...