特朗普再掀贸易摩擦！黄金白银大涨，全球股市承压

Market Performance - Major global indices mostly declined on Monday due to renewed trade tensions initiated by US President Trump, with the US stock market closed for Martin Luther King Jr. Day [1] - The WTI crude oil futures rose by 0.19% to $59.43 per barrel, while Brent crude oil futures increased by 0.08% to $64.18 per barrel [2] - COMEX gold futures surged by 1.77% to $4,676.7 per ounce, and COMEX silver futures jumped by 6.49% to $94.28 per ounce [2] Geopolitical Developments - President Trump refused to clarify whether he would use military force to acquire Greenland, stating "no comment" and criticizing European leaders for opposing the acquisition [3] - Denmark's Defense Minister and Greenland's Foreign Minister expressed their desire to maintain dialogue with the US regarding Greenland and NATO's role in the Arctic [4] - NATO Secretary-General emphasized the importance of the Arctic region for collective security and discussed Denmark's investment in key capabilities [5] Trade Relations - France plans to convene a G-7 meeting to address Trump's threats of tariffs against allies opposing the acquisition of Greenland [6] - The EU will hold an emergency summit to discuss Trump's tariff threats and evaluate potential countermeasures, emphasizing the need for communication rather than escalation [7] Corporate Developments - Federal Reserve Chairman Jerome Powell is set to attend a Supreme Court hearing regarding Trump's attempt to dismiss Fed Governor Lisa Cook [8] - Israel's military is prepared for multi-front threats and has heightened readiness to protect civilian lives amid potential large-scale attacks [9] - The North American Aerospace Defense Command (NORAD) will deploy aircraft to the US base in Greenland to support defense cooperation with Denmark and Canada [10] Industry Insights - Israel's Prime Minister Netanyahu opposes the inclusion of Qatar and Turkey in a proposed Gaza "peace committee," asserting that their military presence is unacceptable [11][12] - The UK Foreign Secretary stated that imposing tariffs on Europe lacks justification and could have counterproductive effects, emphasizing the need for cooperation in Arctic security [13] - Moldova has initiated legal procedures to exit the Commonwealth of Independent States (CIS), reflecting its shift towards European integration [14] Economic Policies - The French government is bypassing parliamentary votes to pass the 2026 budget, indicating sufficient support to avoid potential no-confidence motions [15] - Germany has reintroduced electric vehicle purchase subsidies, offering up to €6,000 to promote domestic electric vehicle production [16] Technological Advancements - OpenAI plans to launch its first hardware device in the second half of 2026, with further details expected later this year [17] - BHP expects its annual copper production to be between 1.9 million and 2 million tons, an increase from the previous estimate of 1.8 million to 2 million tons [18][19] - Google's Gemini AI model sales have surged, with API calls increasing over 100% to 85 billion and enterprise subscriptions reaching 8 million, potentially boosting Google Cloud revenue [20]