美股芯片股强势上涨推动下，美股芯片股基准指数、被视为"全球芯片股风向标"的费城证券交易所半导 体指数周二再度收涨0.3%，录得连续九个交易日上涨，创下自2017年以来持续时间最长的连涨。 借此东风，更多人工智能（AI）相关企业竞相谋求首次公开募股（IPO），甚至调高了上市目标价。 费城半导体指数创8年最长连涨 AI云基础设施公司Boost Run同意通过与SPAC公司Willow Lane Acquisition Corp合并在纳斯达克上市。 该交易对Boost Run 的估值为6.14亿美元。上市后，在股东赎回前，预计该SPAC信托账户可为公司提供 超过1.12亿美元的现金收益，以加速增长，扩展到新的数据中心，并继续软件开发。 Boost Run是越来越多的云基础架构提供商之一，根据其官网介绍，为客户提供使用数据中心设施中托 管的英伟达图形处理单元的服务器，这些服务器支持高性能培训和推理。除了英伟达，其供应商、合作 伙伴和分销渠道还包括联想、Tierpoint和Carahsoft。 Boost Run首席执行官卡罗斯（Andy Karos）表示："对计算的需求正在从依赖少数主要提供商转向支持 提供安全、可扩 ...

Market Overview - The three major U.S. indices rose, with the S&P 500 and Nasdaq approaching historical highs. The Dow Jones increased by 404.41 points (0.94%) to 43,386.84 points, the Nasdaq rose by 194.36 points (0.97%) to 20,167.91 points, and the S&P 500 gained 48.86 points (0.80%) to 6,141.02 points [1] - European markets showed mixed results, with Germany's DAX30 up by 138.48 points (0.59%) to 23,646.43 points, while France's CAC40 fell by 0.85 points (0.01%) to 7,557.31 points [2] - In the Asia-Pacific region, the Nikkei 225 index rose by 1.65%, while the KOSPI index in South Korea fell by 0.92% [3] Currency and Commodities - The U.S. dollar index fell by 0.18% to 97.679. The euro strengthened to 1.1661 USD, and the British pound rose to 1.3663 USD [3] - Crude oil prices increased, with light crude for August delivery rising by 32 cents (0.49%) to 65.24 USD per barrel, and Brent crude up by 5 cents (0.07%) to 67.73 USD per barrel [3] - Gold prices slightly decreased, with spot gold at 3,328.32 USD per ounce, and COMEX gold futures at 3,341.6 USD per ounce [4] Corporate News - Meta has hired influential OpenAI researcher Trapit Bansal to strengthen its AI reasoning model efforts, indicating a significant investment in AI talent [10] - CoreWeave is in talks to acquire Core Scientific, with potential for a deal in the coming weeks, highlighting the ongoing consolidation in the AI and digital infrastructure sectors [11] - Morgan Stanley analysts have raised Microsoft's target price to 530 USD, citing its advantageous position in the upcoming generative AI innovation cycle due to successful investments in OpenAI [12]