On Friday Aug 14, the Dow Jones Industrial Average opened down 102.25 points (-0.19%) at 53,737.74; the S&P 500 opened up 2.88 points (+0.04%) at 7,802.07; the Nasdaq Composite opened up 57.50 points (+0.21%) at 26,860.53.

重要新闻 1. 油价今晚下调，加满一箱油能少花9元。 2. 全球资金加速涌入，中国股票基金近一个月吸金逾500亿美元。 3. 据悉苹果告别纯“借力”，携手阿里训练中国市场专属大模型。 4. 江苏：到2028年有序推进若干个卫星星座建设，商业航天重点企业年产值力争达到600亿元。 个股新闻 1. 主力资金流向数据显示，亨通光电主力资金净流入32.73亿元居首位，长鑫科技、网宿科技、新易盛、中天科技获主力资金净流入居前；寒武纪主力资金净流出14.75亿元居首位，大唐发电、胜宏科技、东方财富、紫光股份主力资金净流出居前。 2. 中芯国际：第三季度出货量预计上升 价格保持稳定。 3. 林洋能源与马来西亚沙捞越SMD达成战略合作。 4. 冠盛股份旗下冠盛东驰与中核汇海签署战略合作框架协议，推进固液混合储能规模化落地。 5. 软通动力与广西电信签署战略协议，围绕产业智能化、AI基础设施等方向展开深度合作。 6. 永福股份签约阿尔及利亚1406.017MW燃机电站设计项目。 7. 天奇股份中标中国资环集团机动车拆解生产线项目。

Bill Gates, founder of TerraPower, held meetings on the 14th with SK Group and HD Hyundai leaders to discuss cooperation on small modular reactors (SMRs) and power supply for AI data centers. In talks with SK’s chairman he focused on addressing rising electricity demand from AI data centers, next‑generation nuclear industry development and potential U.S.-Korea nuclear cooperation. SK and SK Innovation jointly invested $250m in TerraPower in 2022 and are TerraPower’s second-largest shareholders; SK Innovation on the same day signed a cooperation deal with TerraPower on a sodium‑cooled SMR. Gates also met HD Hyundai’s chairman and the CEO of Hyundai Engineering to review progress on previously signed commercial agreements; in May the three firms agreed to jointly commercialize sodium‑cooled SMRs and establish a division of labor.