Core Viewpoint - Japanese automakers are collaborating with major semiconductor manufacturers to share critical information about automotive chips to enhance supply chain resilience against geopolitical conflicts and natural disasters [1] Group 1: Industry Collaboration - Approximately 20 semiconductor suppliers, including Renesas Electronics, Rohm, and Infineon Technologies, will participate in this initiative, covering 80%-90% of the chips used by Japanese automakers [1] - The collaboration aims to register product specifications, production timelines, and origins to help automakers quickly identify potential supply risks [1] Group 2: Technology and Implementation - The system will utilize blockchain technology to prevent information leakage to competitors [1] - The database is being promoted by the Japan Automobile Manufacturers Association (including Toyota and Honda) and the Japan Automobile Parts Industry Association, with a target completion date set for April this year [1] - The operation of the database will be managed by the Automotive and Battery Traceability Center [1]

他们表示，各国央行"已开始通过传统ETF投资方式，与私营部门投资者争夺有限的实物黄金供应"。 分析师Daan Struyven等人在报告中写道，将2026年12月的目标价从此前的每盎司4,900美元上调，预计各国央行今年每月将购买60吨黄金，同时随着美联储 降息，ETF黄金持仓将继续扩大。 1月22日，高盛集团将其年底金价预测上调至每盎司5,400美元，理由是来自私人投资者和各国央行的需求持续增强。 ...

瑞银董事总经理兼高级投资组合经理迈克尔·津恩（Michael Zinn）表示，地缘政治和宏观经济方面的恐 慌正在将主权债券收益率推向危险的高位，黄金是主要受益者，而大宗商品、小盘股和国际股票很可能 在美国中期选举前抢走大型科技股的风头。 津恩还指出，今年秋季的美国中期选举是波动性增加的驱动力，也是投资者需要保持谨慎的另一个原 因。 "波动性更大了，"他说。"在四年周期中，今年通常是平均回报最差的一年——这是季节性分析，当然 不能保证。但我们看到，随着美国国内对可负担性的推动，存在很多相互矛盾的趋势，我们显然注意到 关于信用卡及其可收取利率水平的讨论。上周，电力生产商被单独点名，他们现在在讨论采用一种不同 的拍卖方式，而大型数据中心超大规模企业可能需要自己出资建设发电厂来供电。我认为存在一些潜在 政策，更多民粹主义的猛烈举措可能会扰乱市场。" 津恩在周二接受BNN Bloomberg采访时，被问及他对美国对格陵兰岛的威胁持续影响市场有多担心时， 他表示市场似乎更关注日本的固定收益债券收益率。 "这似乎将是一个充满政策不确定性的一年，而这只是其中的又一个例子，"他说。"今年是美国的中期 选举年。我想说，这在一两周 ...

特朗普：股市下跌微不足道，股市将翻倍 瑞典养老金巨头清仓大部分美债 国投白银LOF：1月22日开市起停牌至收市 男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 特朗普将很快宣布新美联储主席人选，但担心其上任后就"不忠" 格陵兰岛潜在协议曝光：小块割地供美军建基地 美国最高法院或拒绝特朗普罢免美联储理事库克的请求 黄仁勋被曝计划1月下旬访华 市场盘点 周三，特朗普称已就格陵兰岛问题形成了未来协议的框架，不会征收原定于2月1日生效的关税，美元指数突破横盘走势，最终收涨0.23%，报98.77；基准的 10年期美债收益率最终收报4.245%，对美联储政策利率敏感的2年期美债收益率收报3.597%。 现货黄金延续周二涨势，但因特朗普透露格陵兰岛问题似乎迎来转机，黄金涨幅收窄，最终收涨1.38%，报4828.90美元/盎司；现货白银由涨转跌，最终收 跌1.57%，报93.09美元/盎司。 消息称，哈萨克斯坦两个油田将再暂停生产七至十天，国际油价因供应趋紧上涨。WTI原油最终收涨1.98%，报60.81美元/桶；布伦特原 ...

Group 1 - President Trump stated he would not use military force to acquire Greenland, which led to a short-term drop in gold prices by nearly $40 before a rebound [1][3] - Trump emphasized the strategic importance of Greenland, describing it as a vast, largely uninhabited territory that could be developed for the benefit of both Europe and the U.S. [3][4] - Danish and Greenland officials have made it clear that the U.S. cannot own Greenland, asserting that the U.S. can achieve its national security goals without ownership [4] Group 2 - Trump expressed concerns about territorial shrinkage leading to a decrease in wealth, advocating for U.S. ownership and property rights over Greenland rather than a mere "license agreement" [4] - During the speech, Trump mistakenly referred to Greenland as Iceland, indicating a potential lack of focus on the details of the discussion [5] - Trump suggested that the ongoing conflict in Ukraine is primarily a European issue that should be resolved by Europe, distancing the U.S. from direct involvement [5]

Group 1 - UK Prime Minister Starmer criticizes US President Trump for pressuring the UK on security issues related to Greenland, indicating a potential strain in the transatlantic alliance [1] - Trump threatens to impose tariffs on goods from the UK and seven other European countries unless a deal to purchase Greenland is reached, with tariffs set to increase from 10% to 25% if no agreement is made [2] - Starmer aims to de-escalate tensions by rejecting suggestions for the UK to respond to US tariffs, emphasizing the negative impact of a trade war on the working population and businesses [2] Group 2 - Starmer's shift towards a more critical stance against Trump may be politically motivated, as he faces low approval ratings and potential leadership challenges within his party [3] - The ongoing international crisis may deter internal challengers to Starmer's leadership, while Farage's support for Trump is questioned due to the pressure being exerted on the UK [3]

以色列总理内塔尼亚胡将加入美国总统特朗普的"和平委员会"，这是一个有争议的新组织，特朗普曾暗 示该组织可能取代联合国。 以色列总理办公室周三表示，内塔尼亚胡将加入其他"世界领导人"的行列，但未说明该国是否会支付保 证永久会员资格的10亿美元费用。 以色列加入了包括阿联酋、摩洛哥、越南、白俄罗斯、匈牙利、哈萨克斯坦和阿根廷在内的国家行列， 而特朗普正在等待俄罗斯总统普京的答复，普京正在"研究邀请的所有细节"。埃及外交部周三表示，总 统塞西也将加入。 如果普京接受邀请，他将与内塔尼亚胡一起，成为第二位签约的被海牙国际刑事法院（ICC）以战争罪 通缉的世界领导人。 特朗普对普京的邀请加深了欧洲对该提议的担忧，该提议似乎赋予了特朗普对该机构的巨大权力，包括 对和平委员会决定的否决权，以及创建、修改或解散附属实体的"专属权力"。 匈牙利的亲MAGA总理欧尔班是迄今为止唯一接受邀请的欧盟领导人，特朗普向白俄罗斯独裁者卢卡 申科形容这是"巩固中东和平的历史性且宏伟的努力"。 大多数欧盟国家拒绝了邀请。法国总统马克龙表示他不会参加，因为担心委员会的职权范围，而德国政 府表示其参与的"先决条件"是该机构必须"与现有的国际法律框 ...

此前一天，丹麦养老基金Akademiker Pension也宣布将抛售其持有的约1亿美元美国国债，理由是对美国财政可持续性及政策方向引发的信用 风险日益担忧。 白宫对美欧贸易战引发的美股、美元波动不以为意，但中期选举年美债收益率飙升对特朗普政府堪称致命打击。这是否会像去年4月"解放 日"关税风波后那样迫使特朗普让步，仍是悬而未决的问题，也让美债投资者与政府面临更高风险。 周三，据瑞典每日工业报报道，瑞典最大养老基金Alecta已抛售其持有的绝大部分美国国债，此次出售规模约为700亿至800亿瑞典克朗（77亿 至88亿美元）。Alecta证实已出售"大部分持仓"，并将其归因于美国政策风险和不可预测性的增加。 去年春季特朗普首轮关税引发的金融动荡迅速平息，全球投资者误以为最终总能达成协议，且欧洲盟友不愿破坏对美关系。然而，特朗普为 获取丹麦自治领地格陵兰岛而威胁加征关税，让欧洲领导人猛然醒悟，去年贸易妥协反而助长其将贸易武器用于更重大领土和军事目标。 路透社专栏作家迈克·多兰（Mike Dolan）指出，任何欧洲国家直接抛售美国国债都可能成为重大催化剂——尤其是如果涉及处于格陵兰争端 中心的北欧大型基金，比如挪威 ...

Group 1 - The market environment is currently unfavorable for buying risk assets, especially with a high valuation in US stocks and a significant number of bullish investors compared to bearish ones [1] - Despite recent market volatility, Wall Street strategists believe the foundation for continued market growth remains solid, citing historical resilience of risk assets during geopolitical crises [1][2] - The S&P 500 index experienced a significant drop of 2.1%, marking its largest single-day decline in October, with the VIX index surpassing the 20 mark, indicating increased market volatility [3] Group 2 - Corporate earnings are expected to support bullish sentiment, with projections of approximately 9% growth in S&P 500 earnings for Q4 of the previous year and double-digit growth anticipated in 2026 [2] - Approximately 70% of S&P 500 constituents are trading above their 200-day moving average, and the Russell 2000 index has reached a historical high, indicating strong market performance [2] - 73% of companies reporting earnings in the first week of the earnings season exceeded analyst expectations, which is above the historical average of 68% [3] Group 3 - The potential for President Trump to backtrack on aggressive policies could lead to market stabilization, as seen in previous instances where threats of tariffs were retracted shortly after being announced [4] - Analysts maintain a bullish stance on the stock market while acknowledging the potential for increased volatility due to aggressive government policies [5] - Strong macroeconomic fundamentals, improving earnings growth, and a trend towards easing trade tensions are cited as reasons to remain optimistic about the market outlook [5]

Group 1 - The World Economic Forum in Davos has evolved into an urgent meeting for global elites to address the dual threats of the trade war led by President Trump and the K-shaped economy, which highlights the widening wealth gap since 2020 [1] - The K-shaped economy indicates that while the pandemic affected everyone, the recovery has diverged, with the wealthy becoming richer and the poor becoming poorer, leading to an expanding gap between the top and bottom of the economic spectrum [1] - Despite a decrease in vacationing Americans, luxury hotel bookings remain strong, illustrating the stark contrast in economic experiences, with a housing affordability crisis on one end and soaring property values on the other [1] Group 2 - The disconnect between the wealthy and the lower classes has been exacerbated by the pandemic, leading to reduced interactions and a growing awareness of the disparities [2] - Larry Fink, CEO of BlackRock, highlighted the core tension of the forum, noting that those most affected by the discussions rarely attend, which raises questions about the effectiveness of the elite gathering [2] - Historical misjudgments by the Davos crowd regarding global events, such as Brexit and the rise of populism, indicate a pattern of failing to recognize significant societal shifts [3] Group 3 - The severe inequality present in society is inherently destructive, with historical examples demonstrating that such disparities can lead to significant unrest, as seen in Iran [3] - Experts suggest that the wealthy must acknowledge the potential consequences of maintaining extreme levels of wealth, as increasing vulnerabilities could lead to explosive societal reactions [4]