科技股在财报季来临前集体刷新历史纪录，人工智能领域的投机押注持续升温。
图形芯片制造商英伟达股价飙升4%，年内累计涨幅突破20%，延续其全球市值最高科技企业的强势表现。苹果公司宣布向MP材料公司采购价值5亿美元的稀土磁体，此举既拓展了关键设备元件的美国供应链，亦回应了特朗普政府施加的供应链本土化压力。
多家科技巨头承诺投入数百亿美元加速宾夕法尼亚州人工智能研发进程。谷歌母公司Alphabet、AI企业Coreweave及投资公司黑石集团等机构将共同注资该项目。
尽管特朗普总统在社交媒体宣称本周为"加密货币周"，但众议院议员否决了一项关键程序性动议，导致加密货币相关法案的表决进程受阻。
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