EU

337 atoms · 跨 66 天 · 首见 2026-04-16 · 最近 2026-07-03

三色: 🟦 fact 277 · 🟥 take 60 · stance ▲38/▼88/◆128

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 30

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 337

时态: fresh:318 · aging:17 · stale:2

标签: 好信源:238 · 好观点:68 · 好数字:38 · 好思考:18 · 好问题:6

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 8 位作者 (KOL8) vs ▼ 22 位作者 (KOL22)

⚖️ 空头 22/22 来自KOL

📄 广泛报道的事实 · 12 个

🔗 因果传导 (causal map)

*EU 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*

🏛 常设关系 (1) — 复发陈述晋升, 常驻

• 🔴 Qatar & The US · 供给挤压 🏛常设 · 3 次陈述 · 06-26→06-26
  Qatar & The US Warn EU Of Gas Crunch Over Methane Regulation

↓ 下游·近期陈述 (4)

• 🔴 铝废料市场 · 供给挤压 · 1 次陈述
  EU PLANS 15% TAX ON ALUMINIUM SCRAP EXPORTS - FT
• 🔴 特定商品进口商 · 政策影响 · 1 次陈述
  THE EU FEES SHOULD COME INTO FORCE ON SEPTEMBER 9 - FT
• 🟢 Pax Silica Alliance · 政策影响 · 1 次陈述
  EU Joins US-Led Pax Silica Alliance To Secure AI Supply Chains
• 🟢 EU AGI Fund · 政策影响 · 1 次陈述
  Tariff revenue goes into the EU AGI Fund which subsidizes domestic compute buildout

↑ 上游·近期陈述 (1)

• 🔴 US, Qatar, Nigeria, Algeria · 政策影响 · 1 次陈述
  US, Qatar, Nigeria, and Algeria urge the EU to amend methane rules, warning of risks to Natural Gas supplies and prices

🟦 客观事实 (facts) (30)

• <a id="atom-69c65bbe76c26c24"></a>🟦 2026-06-22 X·@grok ⭐ · 夏季热浪 GDP 影响 · 宏观/地缘政治
  EU 严重热浪年份 GDP 影响 0.3-0.5%
  tags: 好数字·好信源 · → daily
  value: qty=0.3-0.5% · unit=GDP · date=严重年份
• <a id="atom-9a8e095bc058cb71"></a>🟦 2026-06-22 X·@grok ⭐ · 2022 年生产力损失 · 生产力/宏观
  2022 年 EU 因热浪的生产力损失 86 亿欧元
  tags: 好数字·好信源 · → daily
  value: qty=€8.6B
• <a id="atom-e8fae8398f8cb75e"></a>🟦 2026-06-13 X·@moninvestor · AI资本承诺 · 资本开支/主权AI
  The EU committed €20 billion to build AI gigafactories
  tags: 好数字·好信源 · → daily
  value: qty=€20亿
  [图: 主权AI基础设施2025年至2035年市场规模预测柱状图（单位：十亿美元） — 2025年市场规模: $15.00 Billion; 2030年市场规模: $51.54 Billion; 2035年市场规模: $177.09 Billion]
  📷 原图
• <a id="atom-2a5f538876335a45"></a>🟦 2026-05-04 X·@POLITICOEurope · 宣布 AI 计算中心计划金额 · 资本开支/数据中心算力
  The EU will announce a €20 billion plan this spring to build massive AI computing hubs
  tags: 好数字·好信源 · → daily
  value: qty=€20 billion · date=this spring
• <a id="atom-5465564e685185d0"></a>🟦 2026-06-17 X·@FT · new powers to impose tariffs swiftly on China · 关税/地缘政治
  Germany and other countries have backed a French proposal for new EU powers to impose tariffs swiftly on China
  tags: 好信源·好观点 · → daily
  value: direction=approval
  📷 原图
• <a id="atom-adb124373c7d6693"></a>🟦 2026-05-06 X·@yicaichina · 损失金额 · 地缘政治/供应链
  EU Face Losses of USD432.4 Billion If New Cybersecurity Rules Force Chinese Supplies Out
  tags: 好数字·好思考 · → daily
  value: qty=432.4B · currency=USD
• <a id="atom-c8a16093e9f1c792"></a>🟦 2026-05-04 X·@pstAsiatech · recommends member states to not use Huawei, ZTE in connectivity infrastructure · 出口管制/监管政策
  EU recommends member states to not use Huwaei, ZTE in connectivity infrastructure
  tags: 好信源·好观点 · → daily
• <a id="atom-421f26b74168d296"></a>🟦 2026-06-23 X·@Techmeme · 关税政策 · 关税
  The EU is set to impose a €3 duty on non-EU items under €150 from July 1
  tags: 好数字 · → daily
  value: qty=€3 · date=July 1
• <a id="atom-d57cf2cd6b3d25e3"></a>🟦 2026-06-11 X·@zerohedge · 计划推出 1000 亿欧元项目 · 资本开支
  EU Plans €100 Billion Project To Bring African Sunlight To Power Europe's Electric Revolution
  tags: 好数字 · → daily
  value: qty=€100 Billion · date=unspecified
• <a id="atom-5fc1ffa40d00ec02"></a>🟦 2026-07-03 X·@Brad_Setser · 对中国的汽车(HS 8703)贸易顺差现状 · 贸易顺差/关税
  EU now runs a deficit with China in 8407 by the way -- standard non diesel combustion egines
  tags: 好数字 · → daily
• <a id="atom-c00477f991965376"></a>🟦 2026-07-03 X·@Brad_Setser · 对中国的汽车零部件(不含锂电池)贸易逆差 · 贸易逆差/关税
  and the EU data on parts excluding lithium ion batteries (in hs 85); both now register deficits tho obviously bigger in finished cars now
  tags: 好数字 · → daily
  📷 原图
• <a id="atom-734ce3c2f1b22ed3"></a>🟦 2026-07-01 X·@vonderleyen · customs duties on e-commerce parcels ≤€150 entering the EU · 关税
  From today, customs duties apply to e-commerce parcels worth up to €150 entering the EU.
  tags: 好信源 · → daily
  value: date=2026-07-01
• <a id="atom-5074fc8d4fee22c7"></a>🟦 2026-06-27 X·@zerohedge · joins US-led Pax Silica Alliance · 供应链
  EU Joins US-Led Pax Silica Alliance To Secure AI Supply Chains
  tags: 好信源 · → daily
• <a id="atom-403a311a510e6f06"></a>🟦 2026-06-25 X·@zerohedge · 贸易协议状态 · 关税
  The EU’s trade deal with the US is set to go into effect after the bloc gave its final sign-off
  tags: 好信源 · → daily
  value: text=trade deal with the US set to go into effect
• <a id="atom-0f0209387bf25d6c"></a>🟦 2026-06-23 X·@zerohedge · 天然气供应风险 · 能源
  The Trump administration and Qatar have warned the EU that it faces a gas supply crunch that would force up prices unless Brussels rewrites planned rules on methane emissions
  tags: 好信源 · → daily
• <a id="atom-4b1e20b57ccf86bb"></a>🟦 2026-06-17 X·@thorstenbenner · proposal for new trade defence powers · 关税
  Germany and other countries have backed a French proposal for new EU powers to impose tariffs swiftly on China.
  tags: 好信源 · → daily
• <a id="atom-5e4b1463f63b16d9"></a>🟦 2026-06-15 X·@zerohedge · 讨论降低对霍尔木兹依赖 · 地缘政治
  VON DER LEYEN: WILL DISCUSS REDUCING DEPENDENCY ON HORMUZ
  tags: 好信源 · → daily
• <a id="atom-e8cd0b1a0ea110da"></a>🟦 2026-06-14 X·@Techmeme [老化中] · 审视美国限制Anthropic模型的后果 · 监管政策/地缘政治
  EU says it is looking at the practical consequences of US restricting Anthropic's models
  tags: 好信源 · → daily
• <a id="atom-417ed44a5bb33d21"></a>🟦 2026-06-09 X·@Techmeme · 声明 Apple 决定不在欧盟推出 Siri AI · 监管政策/产品发布
  The EU says Apple decided not to roll out Siri AI in the EU after it had unsuccessfully requested to be exempted from interoperability obligations for the tool
  tags: 好信源 · → daily
  value: date=2026-06-09
• <a id="atom-b7b6929bc16fe637"></a>🟦 2026-06-02 X·@Techmeme · €20B AI数据中心投资计划状态 · 数据中心算力
  Sources: the EU's €20B investment plan for five AI data centers is floundering, with delays and funding issues alienating some potential partners (Bloomberg)
  tags: 好信源 · → daily
  value: qty=€20B · date=2026-06-02
• <a id="atom-a67c66f7b4083449"></a>🟦 2026-06-01 X·@AIStockSavvy · 拟立法影响云服务竞标 · 监管政策
  Draft EU cloud computing law would complicate Amazon, Google, Microsoft bids for 'very critical' cloud computing services in Europe - Reuters
  tags: 好信源 · → daily
• <a id="atom-f7f5c9529e0920fd"></a>🟦 2026-05-28 X·@zerohedge · seeks crisis powers to seize control of chip supplies · 监管政策/供应链
  EU Wants Crisis Powers To Seize Control Of Chip Supplies, Seeks Restrictions On Chinese Imports
  tags: 好信源 · → daily
  value: date=2026-05-28
• <a id="atom-9ff7af639eaadff6"></a>🟦 2026-05-27 X·@Techmeme · 考虑禁止华为等中国供应商 · 监管政策/地缘政治
  Sources: Germany and Spain are leading opposition to EU plans to ban Chinese suppliers like Huawei from telecom networks as part of new cybersecurity rules
  tags: 好信源 · → daily
• <a id="atom-f1923f360c7abb8a"></a>🟦 2026-05-22 X·@Brad_Setser · 要求汽车制造商从多个供应商采购芯片 · 供应链/监管政策
  EU set to force carmakers to source chips from multiple suppliers after the Nexperia crisis exposed dangerous dependence on a single Chinese-linked provider. #EuropeNews
  tags: 好信源 · → daily
  value: date=未来
• <a id="atom-253c2a745901e7cd"></a>🟦 2026-05-21 X·@Techmeme · 将提议暂时解除制裁 · 监管政策/地缘政治
  欧盟将提议暂时解除4月实施的对一家主要中国半导体供应商的制裁
  tags: 好信源 · → daily
  value: direction=解除 · date=未来
• <a id="atom-6162c1e293f0e91f"></a>🟦 2026-05-19 X·@Sino_Market · EU-US 贸易协议立法达成临时协议 · 关税/地缘政治
  🇪🇺🇺🇸EU REACHES PROVISIONAL AGREEMENT ON LEGISLATION RELATED TO EU-US TRADE DEAL- CYPRUS PRESIDENCY OF THE COUNCIL OF THE EU 2026
  tags: 好信源 · → daily
  value: date=2026-05-20
  📷 原图
• <a id="atom-ea51e88f7ef7cc27"></a>🟦 2026-05-11 X·@zerohedge · 准备与普京谈判 · 地缘政治
  @zerohedge: EU Prepares For 'Potential' Talks With Putin As US Slowly Reduces Troops On Continent
  tags: 好信源 · → daily
  value: date=2026-05-11
• <a id="atom-c4a9b04d494b3d13"></a>🟦 2026-05-08 X·@Techmeme · warns that VPNs are being used to bypass online age-verification systems · 监管政策
  EU warns that VPNs are being used to bypass online age-verification systems, calling their use 'a loophole in the legislation that needs closing'
  tags: 好信源 · → daily
• <a id="atom-f45508b36d760fc4"></a>🟦 2026-05-05 X·@pstAsiatech · 对关键中国太阳能部件的资金支持态度 · 监管政策
  EU blocks funds for key Chinese solar energy parts
  tags: 好信源 · → daily
  value: direction=负面
• <a id="atom-9f1bce809c6be03c"></a>🟦 2026-05-04 X·@Reuters · recommends member states to not use Huawei, ZTE in connectivity infrastructure · 监管政策/地缘政治
  EU recommends member states to not use Huwaei, ZTE in connectivity infrastructure
  tags: 好信源 · → daily

🟥 多头 takes (bullish) (14)

• <a id="atom-449d2475e5aa323d"></a>🟥 2026-05-11 X·@Dorialexander [老化中] · compute situation vs China · 数据中心算力/出口管制
  In comparison with China, compute situation is not so bad (and we don't have to deal with Nvidia sell restrictions).
  tags: 好观点·好信源 · → daily
  value: direction=less bad
• <a id="atom-1529ade0d53d0849"></a>🟥 2026-06-13 X·@Alex_Intel_ · may buy output of a new fab for EU designed AI chips · 合作客户/供应链
  There's a chance the EU would buy the output of a new fab for EU designed AI chips.
  tags: 好思考 · → daily
• <a id="atom-cc89d8a172ab2503"></a>🟥 2026-05-20 X·@Brad_Setser · 有能力规模化自身EV和电池产业 · 供给产能/技术路线
  Why cann't europe scale up its own EV and battery industry? German tech here is pretty good actually. Some work to do an batteries but there is a third way
  tags: 好思考 · → daily
• <a id="atom-cb1b69e8a656a146"></a>🟥 2026-06-27 X·@teortaxesTex · 市场规模 · 订单需求
  The EU is an objectively big market for services and knowledge work.
  tags: 好观点 · → daily
  value: qty=big · context=services and knowledge work
• <a id="atom-1279e75d0a89e8a4"></a>🟥 2026-06-25 X·@teortaxesTex · upstream supply chain leverage is an issue of political will, not fake · 地缘政治/竞争格局
  it's not fake, it's an issue of political will. We see that China gets concessions with REE threats, because they can credibly issue them and the US is not confident to call the bluff. If the EU could get its act together like this, it could also use upstream leverage.
  tags: 好观点 · → daily
• <a id="atom-0e34841cc8bf9af8"></a>🟥 2026-06-15 X·@TheRegister · 主权AI发展 · 技术路线
  sends EU sovereignty surge into overdrive
  tags: 好观点 · → daily
  value: direction=surge
• <a id="atom-c83b85dddfcb4876"></a>🟥 2026-06-12 X·@Brad_Setser · need to raise tariffs on China · 贸易政策
  I do believe that the EU will need to selectively close some sectors of its economy (raise tariffs etc) if China doesn't start to adjust soon.
  tags: 好观点 · → daily
• <a id="atom-22943dbaf617c6f0"></a>🟥 2026-06-12 X·@Brad_Setser · safeguards rationale for China · 贸易政策
  the old fashioned case for safeguards in the face of a surge in imports is a strong one
  tags: 好观点 · → daily
• <a id="atom-b7572cb91579eea4"></a>🟥 2026-06-05 X·@teortaxesTex · GDP per capita相对于俄罗斯的倍数 · 地缘政治
  the EU is stagnant and lame, yes, but they're stagnant and lame at 2-3x or higher GDP per capita
  tags: 好观点 · → daily
  value: qty=2-3x · direction=higher
  📷 原图
• <a id="atom-cba86081aae196bb"></a>🟥 2026-05-26 X·@TheRegister · 数字主权项目受影响 · 监管政策
  EU's digital sovereignty boo-boo may be the best thing to ever happen to the project
  tags: 好观点 · → daily
• <a id="atom-0b425772c5af1233"></a>🟥 2026-05-24 X·@ErikFossing [老旧] · 应更强硬应对欺凌政策 · 地缘政治/监管政策
  Europe can - and should - react more forcefully to the bullying, and coercive policies, by the US, China and Russia.
  tags: 好观点 · → daily
• <a id="atom-440b4b8ea9257cee"></a>🟥 2026-05-11 X·@CSxAI [老化中] · strategic independence need for sovereign AI · 技术路线/地缘政治
  if you think about strategic independence (e.g. with regard to US) then its important to have own models with capabilities similar to Mythos or OpenAI's cyber models.
  tags: 好观点 · → daily
  value: direction=important
• <a id="atom-f8e79d41e1cb34bb"></a>🟥 2026-06-28 X·@Miles_Brundage · fusion energy strategy · 能源/技术路线
  Why doesn’t Europe just go all in on fusion
  tags: 好问题 · → daily
• <a id="atom-2498e03fca280353"></a>🟥 2026-06-28 X·@Miles_Brundage · robotics strategy · 技术路线/产品发布
  Why doesn’t Europe just go all in on ... robotics?
  tags: 好问题 · → daily

🟥 空头 takes (bearish) (30)

• <a id="atom-b8a8521fff66c070"></a>🟥 2026-06-04 X·@zerohedge · 就业岗位损失 · 地缘政治/就业
  EU Could Lose 1.3 Million Jobs Due To Energy Price Surge From Iran War
  tags: 好数字 · → daily
  value: qty=1.3M · direction=loss
• <a id="atom-59f566a77a5ce801"></a>🟥 2026-06-09 X·@Dimillian · 科技相关性 · 技术路线/地缘政治
  As a EU citizen, I'm really worried that the EU will disappear and be technology irrelevant.
  tags: 好观点·好思考 · → daily
• <a id="atom-a3766f1b87958347"></a>🟥 2026-06-09 X·@Techmeme · warns AI-boosted chemical synthesis helps European drug gangs develop new designer drug precursors that evade existing blacklists · 监管政策/技术路线
  The EU warns that AI-boosted chemical synthesis is helping European drug gangs develop new 'designer' drug precursors that evade existing product blacklists
  tags: 好信源 · → daily
• <a id="atom-29efb82c65c63e8d"></a>🟥 2026-06-03 X·@dmjk001 · 准备与中国展开贸易博弈 · 地缘政治
  彭博：欧盟别无选择，准备与中国展开贸易博弈
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-99618cc6c704d1f8"></a>🟥 2026-06-03 X·@dmjk001 · 正准备向其公民和企业发出与华潜在贸易战的警告 · 地缘政治
  欧盟正准备向其公民和企业发出与华潜在贸易战的警告
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-cbbcb22aa65bb792"></a>🟥 2026-06-27 X·@KuittinenPetri · 可能丧失AI/芯片主权 · 地缘政治/市场竞争
  Will Europeans have AI or chip sovereignty or will American AI companies harvest and train on their data, will US-based companies build data centers on local subsidies and rent the cloud services on profit
  tags: 好思考·好问题 · → daily
  📷 原图
• <a id="atom-3b46ecfc09e3c113"></a>🟥 2026-05-31 X·@zerohedge · 无人机事件 · 地缘政治
  More Mystery Drone Incidents In EU Skies As Putin Mocks: 'The Russians Are Coming!'
  tags: 好观点 · → daily
• <a id="atom-c4bf6457d11ac97d"></a>🟥 2026-06-27 X·@teortaxesTex · 芯片技术自主化的主要障碍 · 地缘政治
  the fundamental blocker is 1) brainwormed Atlanticist ideology and 2) reasonable fear of American retaliation. The technical blocker is ASML's US dependencies
  tags: 好观点 · → daily
• <a id="atom-b8fcc8a3fd91ba13"></a>🟥 2026-06-20 X·@Techmeme · 经济政治稳定性风险场景 · 地缘政治
  A speculative scenario titled "Europe 2031" projects economic and political instability in the EU if it fails to keep pace with the US and China in the AI race
  tags: 好思考 · → daily
• <a id="atom-16e4335d910fd660"></a>🟥 2026-06-15 X·@Brad_Setser · EU share of China's exports flat implies China's exports to EU growing faster than EU economy · 竞争格局/订单需求
  the flat EU share of China's exports implies that China's exports to the EU are growing much faster than the EU economy
  tags: 好思考 · → daily
• <a id="atom-fd7276c25a671e2d"></a>🟥 2026-05-28 X·@DavidHenigUK · 贸易政策走向 · 贸易政策/地缘政治
  Europe is increasingly talking itself into the high trade barriers of a different age
  tags: 好思考 · → daily
  value: direction=high barriers
• <a id="atom-23f2ca5ce161bb1c"></a>🟥 2026-05-21 X·@ftchina [老旧] · trade weaponry without political will status · 地缘政治/关税
  Europe’s trade weaponry is useless without political will
  tags: 好观点 · → daily
• <a id="atom-70c8cb7451de7849"></a>🟥 2026-05-20 X·@breadandposes · 立即行动或长期项目 · 竞争格局/供应链
  They can but will they do it immediately or is it a long term project? Every battery or EV car imported today reduces a dependency which is killing European industries ability to compete today.
  tags: 好思考 · → daily
• <a id="atom-c0708ebc8daf5047"></a>🟥 2026-05-20 X·@Brad_Setser · 进口电池和EV负面影响欧盟汽车产业 · 竞争格局/订单需求
  imported batteries and EVs negatively impact the EU auto industry, reducing demand for EU EVs and ICEs.
  tags: 好观点 · → daily
• <a id="atom-6a8293667633bd71"></a>🟥 2026-05-19 X·@Brad_Setser · goods surplus · 贸易顺差
  the EU's overall goods surplus more or less goes away if you take out the "fake" surplus from American firms exporting drugs from Ireland to avoid US corporate income tax
  tags: 好思考 · → daily
• <a id="atom-61f0ac5a1ef351c1"></a>🟥 2026-05-11 X·@Dorialexander [老化中] · lack of private tech sector and training skills · 技术路线/竞争格局
  Bigger issue is more lack of an actual private tech sector and building up training skills.
  tags: 好观点 · → daily
  value: direction=worse
• <a id="atom-f5c1ace8a9288b2c"></a>🟥 2026-05-11 X·@Dorialexander [老化中] · R&D autonomy concern for industry · 技术路线/竞争格局
  actually the thing that preoccupy me the most is r&d autonomy for EU industry at large.
  tags: 好观点 · → daily
  value: direction=preoccupying
• <a id="atom-3c65dc77151dfdf9"></a>🟥 2026-06-25 X·@wolfejosh · economic crisis + decline of currency + decline of markets + rise of far-right strongmen · 地缘政治/宏观利率
  You get an economic crisis in the EU, you have a decline of currency, a decline of markets, and you have panic. You get a rise of the sort of far-right strongmen
  tags: 好观点 · → daily
• <a id="atom-8ffef8bf1463bf02"></a>🟥 2026-06-21 X·@Dorialexander · 技术主权声明 · 技术主权
  You actively undermined EU tech sovereignty.
  tags: 好观点 · → daily
  value: direction=undermined
  📷 原图
• <a id="atom-7647888964c30353"></a>🟥 2026-06-20 X·@BrianMcDonaldIE · reliance on US tech companies · 竞争格局
  The EU, with far more money and a much larger market, mostly relies on the likes of Google, Apple, Amazon, Microsoft, Meta and Uber and essentially functions as a digital colony of the United States.
  tags: 好观点 · → daily
• <a id="atom-ff4a2c0f3b2e12a0"></a>🟥 2026-06-17 X·@ev1lmancrybaby · 地缘政治表现 · 地缘政治
  EU would be much better if Mediterranean euros were in charge, so far having Germans and Slavs run it have been a disaster geopolitically
  tags: 好观点 · → daily
• <a id="atom-0ac6530985c12722"></a>🟥 2026-06-13 X·@fabianstelzer · ability to hinder US chip reshoring · 地缘政治
  they’re 100% able to severely hinder all US chip reshoring efforts via these
  tags: 好观点 · → daily
  value: direction=severely
• <a id="atom-e2e24a8b641898f7"></a>🟥 2026-06-11 X·@SackboyFX · trying to prevent Apple from holding a monopoly via Siri AI · 监管政策
  this is what the EU is trying to prevent apple from doing, hold a monopoly
  tags: 好观点 · → daily
• <a id="atom-f1ff8578bf068f0d"></a>🟥 2026-06-05 X·@teortaxesTex · 无法资本化技术优势 · 资本开支/竞争格局
  The EU has black magic tech and no balls to capitalize on it to conjure a stake in the future. They run these companies like some damn grocery shops.
  tags: 好观点 · → daily
• <a id="atom-68e6274af2a26dcd"></a>🟥 2026-05-22 X·@euronews · regulatory action · 供应链/监管政策
  EU set to force carmakers to source chips from multiple suppliers after the Nexperia crisis exposed dangerous dependence on a single Chinese-linked provider
  tags: 好观点 · → daily
  value: direction=force
  📷 原图
• <a id="atom-dd2a0ba3efd63d81"></a>🟥 2026-05-21 X·@rorygreen5 · 贸易投诉被中国严肃对待的可能性 · 地缘政治
  One reason Beijing struggles to take EU trade complaints seriously
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-aa0035d2214d026a"></a>🟥 2026-05-17 X·@fbermingham · 与中国的贸易关系 · 地缘政治/关税
  A sinking ship? Why the EU and China could be heading for a trade war
  tags: 好观点 · → daily
  value: direction=恶化
• <a id="atom-2ed30d5ab3e1fc6c"></a>🟥 2026-05-11 X·@doctorscm [老化中] · compute availability for frontier AI training · 数据中心算力/竞争格局
  Not sure there is enough compute to train frontier in Europe to the level of USA or China.
  tags: 好观点 · → daily
  value: direction=insufficient
• <a id="atom-25e8145f555c28c2"></a>🟥 2026-05-04 X·@pstAsiatech [老化中] · AI computing spending · 资本开支/竞争格局
  EU accused of wasting €20B on AI computing dreams
  tags: 好观点 · → daily
  value: qty=€20B · direction=wasted
• <a id="atom-76cb06428b9ba57d"></a>🟥 2026-04-16 X·@chatgpt21 [老化中] · blamed for Claude unavailability · 监管政策
  It’s the eus fault not OpenAI
  tags: 好观点 · → daily
  value: direction=negative

🟥 中性 takes (neutral) (6)

• <a id="atom-6a7beebf27f01faf"></a>🟥 2026-06-29 X·@Brad_Setser · 进口自中国金额 · 贸易依赖/地缘政治
  EU's EUR 500b in imports from China
  tags: 好数字·好观点 · → daily
  value: qty=EUR 500b · date=基于上下文为近期估算
  📷 原图
• <a id="atom-e017d75e6350eefc"></a>🟥 2026-04-29 X·@Sino_Market [老化中] · 公共采购措施 · 地缘政治/监管政策
  CHINESE DIPLOMAT SAYS EU SHOULD ELIMINATE MEASURES INCLUDING ON PUBLIC PROCUREMENT AND ORIGIN REQUIREMENTS
  tags: 好信源 · → daily
  value: date=未指定
• <a id="atom-ad9957b854dbc305"></a>🟥 2026-06-27 X·@xeophon · 必须开始认真进行AI训练并开发自研模型 · 竞争格局
  muss die EU anfangen, KI Training ernst zu nehmen und eigene Modelle zu entwickeln
  tags: 好观点 · → daily
• <a id="atom-9f27840281d26ae0"></a>🟥 2026-06-13 X·@fabianstelzer · ability to impose ACI around ASML/Zeiss exports · 出口管制
  the EU could prep ACI around ASML / Zeiss exports
  tags: 好观点 · → daily
  value: direction=could
• <a id="atom-1d901bfd9d02c905"></a>🟥 2026-05-27 X·@ZSchneeweiss · 政策建议 · 出口管制/关税
  Germany's Reiche tells EU to avoid harming exports to China
  tags: 好观点 · → daily
  value: direction=avoid
  📷 原图
• <a id="atom-1a3328a156a8b2b0"></a>🟥 2026-05-05 X·@Brad_Setser [老化中] · policy consideration on Chinese EVs · 监管政策
  Markets (like the EU) considering forcing Chinese EVs be sold at a minimum price (in other words, no price wars to gain market share)
  tags: 好观点 · → daily

🟦 新闻流 (squawk · 40)

⏱ 时间轴 (近 20)

• 🟦 2026-07-03 · fact · approve Savings and Investment Union · → daily
• 🟦 2026-07-03 · fact · 储蓄与投资联盟批准计划 · → daily
• 🟦 2026-07-03 · fact · budget approval timeline · → daily
• 🟦 2026-07-03 · fact · 补充反对声明新证据 · → daily
• 🟦 2026-07-03 · fact · has previously issued a statement of objections in this case · → daily
• 🟦 2026-07-03 · fact · plans to establish a European Housing Alliance · → daily
• 🟦 2026-07-03 · fact · status on Israeli settlement expansion · → daily
• 🟦 2026-07-03 · fact · 对华接触立场 · → daily
• 🟦 2026-07-03 · position · 对华政策选项 · → daily
• 🟦 2026-07-03 · narrative · diversify supplies away from China · → daily
• 🟦 2026-07-03 · fact · 对中国的汽车(HS 8703)贸易顺差现状 · → daily
• 🟦 2026-07-03 · fact · 对中国的汽车零部件(不含锂电池)贸易逆差 · → daily
• 🟦 2026-07-02 · fact · 拟放松数据中心气候法规 · → daily
• 🟦 2026-07-02 · fact · 将提议制裁更多俄罗斯实体 · → daily
• 🟦 2026-07-02 · fact · 宣布贸易自由化措施 · → daily
• 🟦 2026-07-02 · narrative · 声称波黑未来在欧盟 · → daily
• 🟦 2026-07-01 · fact · tariff-free steel import limit · → daily
• 🟦 2026-07-01 · fact · customs duties on e-commerce parcels ≤€150 entering the EU · → daily
• 🟦 2026-06-30 · narrative · 钢源追溯新规 · → daily
• 🟦 2026-06-30 · fact · 进口钢铝关税配额削减 · → daily

← 实体目录 · 系统日志