周二市场消息分享：
一、英伟达向momentum和coherent分别投资20亿美元都是光通信，目前涨幅一个7个点，一个13个点，同时英伟达目前涨幅两个多点，反包美股低开高走；
二、白银目前回落8个多点，黄金回落1个多点，原油有所回落，但走势还算稳定，目前涨幅11个多点；
三、外围欧美军军股上涨，欧洲增加防护开支，英国宇航系统股价最高上涨8.3%，创纪录新高达索航空涨4.3%，泰雷兹涨6.2%，莱茵金属涨6%；
四、十五五规划方面，关注脑机接口、核聚变、量子科技、核聚变、商业航天、低空消息的刺激。
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