Group 1 - The best-performing asset class in 2025 is gold, with an annual increase of 70%, rising from $2,600/ounce to $4,500/ounce, which has shocked macroeconomic researchers [1] - The rapid rise in gold prices reflects a severe crisis of confidence in the dollar-based credit system, indicating deep-seated risks [1] - The future trajectory of gold will depend on whether solutions can be found for the core issues supporting dollar credit, and the current outlook is not optimistic [1] Group 2 - The focus of the global economy is on the dollar, which is now heavily tied to the "full bet on AI" narrative, transitioning into a new phase [1] - The U.S. is struggling to fulfill its role in the AI revolution due to a lack of a strong manufacturing base, becoming primarily a technology blueprint exporter [1] - The responsibility for realizing the AI industrial revolution now falls on major Eastern countries, particularly China, as they are better positioned to implement these technological advancements [1]
中国首席经济学家论坛理事刘煜辉：东风压倒西风，中国将从AI产业革命胜出
Zhong Guo Jing Ying Bao·2026-01-10 09:30