另一项预言是中国的黄金储备超越美国，而且离岸人民币将局部以黄金支持；持有者可卖掉"黄金人民 币"换取实体黄金，这将助长人民币兑美元汇价。北京打造以亚洲为中心的新全球货币体系，对波湾产 油国和东南亚诸国央行提供"以黄金换人民币"的换汇额度。赢家除金价外，离岸人民币兑每美元将见 5，美债遭外资抛售，美元丧失独霸地位。 盛宝另一预言是AI发展将出差错，企业惊觉自动化隐藏的成本比预期高昂，一系列系统故障触发全面 危机，要耗费上万亿美元清理留下的烂摊子，导致负责系统修复、确保安全无虞、将程式编码化繁为简 的公司股价大涨。至于估值超高的自动化AI平台业者则承受压力。 格隆汇12月4日｜盛宝银行(Saxo Bank)每年会发布对来年的十大惊世预言，2025年预言命中两项：美元 贬值和英伟达股价大升。展望2026年，盛宝的头号惊世预言是： 量子电脑将飞速突破大多数数码标准，让电子邮件、银行转账、加密钱包和企业系统加密安全无虞的承 诺崩溃，使投资资金首先逃离加密币，其后恐惧扩散至传统金融业，银行客户纷纷提出存款，转进安全 资产如白银和黄金，金价将冲上1万美元。 ...

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies Core Insights - NVIDIA has announced the launch of NVQLink, a new architecture that connects quantum systems with classical computing systems, marking the beginning of the "quantum GPU computing era" [1][15] - The competition between NVIDIA and AMD has extended into the quantum computing domain, with NVIDIA collaborating with around 17 companies to develop NVQLink, while AMD has partnered with IBM to demonstrate quantum error correction on FPGA chips [2][16] - Nokia has re-emerged as a key player in the AI race due to NVIDIA's strategic investment, highlighting the importance of networking alongside computing power in building next-generation AI infrastructure [3][17][18] - Apple reported that iPhone 17 sales exceeded expectations, with strong momentum expected to continue into the next fiscal quarter, particularly in the Chinese market [4][19][20] - Chinese automakers, including BYD and XPeng, are rapidly deploying AI robots in manufacturing, focusing on enhancing production speed and efficiency to gain market share [7][21][22] - Hesai Technology has launched a low-cost LiDAR priced at $200, challenging the notion that reliance on LiDAR is doomed, and aims to make it a standard feature in vehicles [8][23][24] Summary by Sections Quantum Computing - NVIDIA's NVQLink architecture aims to interconnect quantum and classical computing systems, representing a significant advancement in quantum GPU computing [1][15] - AMD's collaboration with IBM has successfully demonstrated quantum error correction on FPGA chips, showcasing competitive advancements in the quantum domain [2][16] AI and Networking - NVIDIA's investment in Nokia signifies a strategic move to integrate computing and networking resources, emphasizing the growing importance of networking in AI infrastructure [3][17][18] Consumer Electronics - Apple's iPhone 17 has shown strong sales performance, with expectations of continued demand in the Chinese market, potentially impacting local smartphone brands [4][19][20] Automotive Industry - Chinese automakers are leading the deployment of AI robots in manufacturing, focusing on speed and efficiency to enhance production capabilities and market competitiveness [7][21][22] - Hesai Technology's introduction of a $200 LiDAR aims to challenge existing perceptions in the autonomous vehicle market and promote wider adoption [8][23][24]

Core Insights - Approximately 25% of Bitcoin may be exposed to quantum attack risks, potentially leading to losses in the hundreds of billions or even trillions of dollars if not transferred to quantum-resistant addresses before powerful quantum computers become operational [1] - Charles Edwards, founder of Capriole Investment and a long-time Bitcoin advocate, emphasizes that the threat from quantum computing is more imminent than commonly perceived and urges the community to establish a defense system by 2026 [1] - Edwards questions the motives of some investors who downplay the threat to maintain optimistic expectations and warns that being late in the quantum technology race could result in Bitcoin's value dropping to zero [1]

Core Points - President Trump is set to visit the UK for the second time since 2019, with significant ceremonial arrangements planned by the British royal family [1][2] - Despite expectations of economic cooperation, investor confidence in the UK stock market remains low, with a notable bearish sentiment [1][5] Group 1: Investment Agreements - A series of cooperation and investment agreements will be signed during Trump's visit, including a landmark technology agreement focusing on AI, semiconductors, telecommunications, and quantum computing [3] - The UK is expected to receive over £1.25 billion in investments from major US financial firms such as PayPal, Bank of America, Citigroup, and S&P [3] - A total of over $10 billion in trade agreements is anticipated to be announced, with prominent business leaders from the US accompanying Trump [3] Group 2: Economic Challenges - Despite the planned cooperation, economic tensions persist between the US and UK, particularly regarding tariff issues and the regulation of US tech companies in the UK [4] - Investor sentiment towards the UK stock market has turned pessimistic, with a significant drop in stock allocations, marking the largest outflow of funds since 2004 [5][6] - The UK economy is facing challenges such as impending tax increases and sluggish growth, compounded by uncertainties related to post-Brexit adjustments [6][7] Group 3: Market Sentiment - The sentiment among fund managers regarding the UK stock market has deteriorated, with allocations dropping to a net underweight of 20%, a significant decline from a previous 2% underweight [5] - The FTSE 250 index has only risen 5% this year, lagging behind broader stock benchmarks, while global stock allocations have increased, favoring regions like Germany, Spain, and Italy [7]

Group 1 - The core point of the news is that President Trump is visiting the UK for the second time since 2019, with a focus on signing investment agreements and enhancing economic cooperation between the two countries [1][5] - The UK royal family has organized a grand ceremony for Trump's visit, including a state banquet and military flyovers, which highlights the significance of the visit [2][4] - During the visit, the US and UK plan to sign a series of cooperation and investment agreements, including a landmark technology agreement focusing on AI, semiconductors, telecommunications, and quantum computing [5] Group 2 - Despite the anticipated economic cooperation, investor confidence in the UK stock market is low, with a significant bearish sentiment observed [2][8] - A recent survey indicated that UK stock allocations have dropped to a net underweight level of 20%, marking the largest capital outflow since 2004 [8] - The pessimism surrounding the UK stock market is attributed to upcoming tax increases and sluggish economic growth, compounded by uncertainties related to post-Brexit adjustments [9][10] Group 3 - The UK government aims to leverage Trump's visit to negotiate concessions on tariffs, particularly concerning steel and aluminum quotas, and to address regulatory concerns affecting US tech companies [6] - The investment commitments from US firms, while substantial, raise questions about their immediate impact on the UK's economic fundamentals [10] - In contrast to the UK, other regions are seeing increased stock allocations, with investors favoring countries like Germany, Spain, and Italy due to more favorable fiscal policies and economic growth prospects [10]

Core Insights - NVIDIA plans to build 20 AI factories in Europe and establish the world's first "industrial AI cloud" in the region [1] - The AI computing capacity in Europe is expected to increase tenfold within two years [1] - Quantum computing technology is at a turning point, with potential applications to solve significant global issues in the coming years [1] Group 1: AI Infrastructure Development - NVIDIA's CEO Jensen Huang announced the construction of 20 AI factories in Europe [1] - The first industrial AI cloud, equipped with 10,000 GPUs, will be established in Germany [1] - NVIDIA is forming alliances with various European companies, including the French startup Mistral AI [1] Group 2: Quantum Computing Advancements - Huang expressed optimism about the rapid advancement of quantum computing technology, which has been in development for decades [1] - Quantum computers can process information at speeds significantly higher than traditional computers due to their ability to perform parallel computations [1] - Following Huang's positive outlook, stocks of companies involved in quantum technology saw a rise, with Quantum Computing stocks increasing by 12.5% [1]