欧盟强化数字竞争力纸黄金保持韧性

Group 1 - The European digital economy is heavily reliant on external sources, with significant deficiencies in infrastructure and industrial capabilities, hindering its digital sovereignty efforts [2] - European cloud infrastructure providers hold only about 15% market share in their local market, dominated by American companies like Amazon, Microsoft, and Google, making it difficult for local competitors to catch up [2] - In the artificial intelligence sector, Europe has a limited number of local large models and lags behind the US and China in innovation and deployment [2] Group 2 - The EU plans to launch an "AI Super Factory" project in 2026, aiming to establish up to five large computing centers to address its technological shortcomings [2] - The EU's proposed digital regulatory reforms in November 2025 aim to ease regulations on the AI Act and General Data Protection Regulation to reduce costs and enhance competitiveness [3] - Despite these reforms, there are concerns that they may not resolve the structural roots of transatlantic tensions [3] Group 3 - The price of paper gold is currently trading around 1003.45 CNY per gram, showing a slight increase of 0.35% and maintaining an upward trend [4] - Key support and resistance levels for paper gold are identified at 1000.00 CNY and between 1009-1012 CNY, respectively, with strong linkage to Shanghai Gold Exchange prices [4] - Market activity remains robust with stable positions, supported by central bank gold purchases and expectations of Federal Reserve interest rate cuts, although short-term risks may arise from upcoming CPI data [4]