European equities opened higher on Sep 21 (Mon): France's CAC 40 up 43.60 pts (+0.54%) at 8108.62; Euro Stoxx 50 up 46.80 pts (+0.75%) at 6283.00; Spain's IBEX 35 up 93.20 pts (+0.48%) at 19607.00; Italy's FTSE MIB up 280.25 pts (+0.54%) at 51825.50;

1. OpenAI expects to burn through nearly $280 billion in cash over the next five years, with revenue growing tenfold. 2. Yu Yuan Tan Tian: Anthropic has handed over global user data to US intelligence agencies after revising its user privacy agreement 13 times in 3 years. 3. Xin Guobin, Vice Minister of the Ministry of Industry and Information Technology: Vigorously develop open-source foundation models and vertical models to solidify the software and hardware foundation for next-generation intelligent manufacturing. 4. Sources: Anthropic's IPO may be postponed until after the US midterm elections. 5. Gemini experienced its first incident of autonomously accessing external systems; Google claims no actual damage was caused. 6. US media: Anthropic, OpenAI, and other AI giants face conspiracy charges for calling for a coordinated slowdown in AI development. 7. Trump says he will not restrict AI development but will establish an "AI Czar" to oversee it. 8. Beijing: Promote model and chip adaptation and optimization, support breakthroughs in technologies such as dedicated inference chips, lightweight models, and edge deployment. 9. DeepSeek V4.1-Flash tops the list of China's largest AI model usage for 21 consecutive weeks, with a 219% increase compared to the previous week. 10. Qwen-Image-2.1 Open Source: Lightweight and High-Performance, Integrated Creation and Editing. 11. JPMorgan Chase: Custom AI ASIC Market Size to Reach $60-70 Billion by 2026. 12. Zhipu Responds to Data Privacy Controversy: ZCode to be Officially Open Source Soon and Security Audits to Begin. 13. Ministry of Agriculture and Rural Affairs: Vigorously Promote "AI+" Agriculture, Expanding Application Scenarios such as Drones and the Internet of Things. 14. Ministry of Industry and Information Technology: Vigorously Develop Open Source Base Models and Vertical Models to Solidify the Software and Hardware Foundation for Next-Generation Intelligent Manufacturing.

The yield on German 10-year government bonds fell 4 basis points to 3.48% following the state elections and a drop in oil prices.