现货黄金跌破4000美元/盎司，日内跌0.82%。

Jack Selby, head of venture firm Copper Sky, warned Anthropic’s large, high-profile IPO may mark the peak of AI investment and that expiry of the initial lock-up could spark a chain sell-off in the AI sector. He said a disappointing IPO showing would likely be a key catalyst for a broad AI market correction and questioned claims of “unlimited” AI demand. Selby added that, if conditions permit, he would take large long positions in China AI, arguing Anthropic cannot compel all customers to use U.S.-based models and customer migration to non-U.S. models could create arbitrage opportunities.

Refinitiv interviews with more than a dozen EU diplomats and officials show growing private caution about Ukraine's EU accession, saying both Kyiv and the EU must overcome substantial hurdles. Gerald Knaus, chair of the European Stability Initiative, said: In many countries, politicians do not expect Ukraine to join the EU within the next 10 years. Polling cited showed 57% in France and Poland oppose Ukraine joining in the coming years; Germany is 59% opposed. A diplomat added that a wave of national elections across Europe next year could leave governments with little bandwidth to campaign for enlargement.