每日机构分析：1月13日

Group 1 - The independence of the Federal Reserve is crucial for maintaining the United States' AA+ sovereign rating, as highlighted by Fitch, which will continue to monitor governance developments and potential political interference [2] - S&P emphasizes that the credibility of the Federal Reserve is a core advantage for the U.S. sovereign rating, supporting the dollar's reserve currency status and monetary policy flexibility. Continued political pressure that undermines the central bank's independence could lead to downward pressure on the U.S. sovereign rating [2] - BlackRock's survey indicates that by 2026, investors are shifting their focus from U.S. tech giants to energy and infrastructure sectors for AI investments, with over half of EMEA institutions favoring data center power suppliers [2] Group 2 - Analysts from Rabobank warn that the Bank of England may cut interest rates in March, which could lead to further declines in the GBP/EUR exchange rate, suggesting that the current exchange rate is undervalued [3] - Swiss Bank economists note that the Japanese yen's movement is decoupling from interest rate trends, reflecting market concerns over the new government's expansionary fiscal policies and high public debt, leading to a downward revision of the yen's forecast against the dollar [2]