Rare earth, quantum, AI chips, new energy vehicles—today's several sectors that are rising against the trend are just right to correspond with both policy and industry trend dual drives.

The three major U.S. stock indices opened lower: the Dow Jones down 0.27%, the S&P down 0.39%, and the Nasdaq down 0.5%. Microsoft rose 1.1%, with reports that Anthropic is in talks to use its AI chips. U.S. rare earths increased by 2.7%, selected for the U.S. Department of Energy's pilot rare earth processing project. IBM rose 3%, set to receive $1 billion in government funding to promote quantum computing. NIO rose 5%, with first-quarter revenue up 112.2% year-over-year.