歐洲央行行長拉加德近期指出：美國目前掌握全球約75%的AI算力：而歐洲僅約佔5%。若歐洲決心縮小這一巨大差距：所需的遠不止芯片與軟件——還將大規模建設數據中心、電網擴容、變電站以及配套電氣基礎設施。如果按照物理基礎設施故事：算力追趕最終要落到銅、鋁、白銀等實物金屬上：這些金屬因此可能成爲歐洲AI補課的間接受益品種。

A-share diversified financials spiked in a short-lived rally; Ruida Futures hit the daily limit, Huajin Capital gained over 5%, and Nanhua Futures, Hongye Futures and Aijian Group also rose.

Amazon Web Services said data access remains blocked for some Persian Gulf facilities damaged during the US‑Iran war. Data stored solely in AWS Bahrain data centers and in one UAE availability zone are currently inaccessible; damage at two Bahrain sites exceeded service design tolerances. AWS said most customers have recovered via backups or migration to data centers in other countries; engineers are repairing resources in two other UAE availability zones and the company expects a further update on Bahrain recovery early next year.