2025 年 12 月 – 第 3 页

Europe’s Sovereign AI Race: Investment Opportunities in the Push for Tech Independence

As Europe accelerates its sovereign AI initiatives, governments and private firms are investing heavily in domestic tech infrastructure. This shift creates new opportunities across semiconductors, cloud computing, and cybersecurity—while posing unique risks for investors.

admin 2025年12月1日

Inflation & Interest Rate Trends

Mortgage Stress in Europe: How Rising Housing Costs Are Reshaping Consumer Spending and Markets

European households are increasingly strained by rising mortgage costs, forcing cuts in discretionary spending. This shift is affecting retail, hospitality, and fintech sectors, while posing challenges for central banks balancing inflation control with household resilience.

admin 2025年12月1日

Regulatory Updates (US/EU)

航运业脱碳之路：如何平衡环保与全球经济？

随着国际海事组织将碳排放征税提案推迟至2026年，航运脱碳进程面临挑战。本文探讨绿色航运投资、减排技术与政策协调，分析如何在不损害全球经济的前提下实现可持续转型。

admin 2025年12月1日