美国稀土(USAR.O)：此举正式确立了双方于2026年4月宣布的战略投资与商业合作框架。

截至2026年7月23日的数据显示，美盘开盘前15分钟成交量分位达到87%，高于近30天平均水平，处于偏高区间，体现出较强的开盘承接强度。同时，行情接力动能分位位于77%，同样高于近30天平均水平，表明行情的延续能力处于中等偏高水平。

CITIC Securities says AI agents will significantly lift CPU demand and prompt a revaluation of CPUs. In an upside scenario it forecasts a CPU-to-GPU ratio as high as 8:1 and a long-term addressable market of about USD 2 trillion, exceeding the current GPU market. 2026 could be the year Chinese-made CPUs accelerate commercial penetration, with domestic commercial share rising from single digits to double digits. The report advises monitoring domestic CPU and GPU leaders and key upstream/critical-node companies in the industry chain.