黄金闪耀，AI狂飙

Group 1 - The core viewpoint highlights the simultaneous rise of gold and AI in the capital markets, with gold maintaining its appeal as a safe haven amidst the AI boom [3] - Gold prices have surpassed $3,500 per ounce, leading to a market capitalization of the gold industry reaching $550 billion, which is more than three times its low point in 2022 [3] - The market share of gold in global equities is only 0.39%, significantly lower than the 0.71% level in 2011, suggesting potential for market capitalization to approach $1 trillion if it returns to previous levels [3] Group 2 - The Asia-Pacific region is emerging as a primary battleground for AI, with the global AI market expected to reach $1.2 trillion by 2030, of which approximately $1 trillion will flow into the Asia-Pacific [3] - China is leveraging its research and manufacturing strengths to build a self-sufficient ecosystem in AI, while countries like Japan and South Korea are using AI to enhance efficiency amid aging populations [3] - The U.S. faces fiscal challenges, with short-term tariff revenues alleviating deficits, but legal challenges and substantial debt remain significant concerns [3]