Group 1 - Trump stated that his goal to control Greenland "will never change" and did not rule out the possibility of using force to acquire it [2] - Akademiker Pension, a Danish pension fund, plans to sell all of its US Treasury holdings, totaling approximately $100 million, due to concerns over the US government's financial situation [2] - The US stock market experienced a significant decline, with the Dow Jones falling by 1.76%, the Nasdaq by 2.39%, and the S&P 500 by 2.06% [3][5] Group 2 - The yield on the 10-year US Treasury rose by 6.76 basis points to 4.2906%, while the 30-year yield increased by 7.92 basis points to 4.9158%, reaching a high not seen since early September [4] - The dollar index fell by over 0.7%, reaching a low of 98.25 during trading [4] - The US Supreme Court has not yet ruled on the legality of Trump's tariff policy, with further discussions expected after February 20 [8] Group 3 - Microsoft CEO Nadella emphasized that energy costs will determine which countries succeed in the AI race, warning that if AI benefits only a few, it could lead to a speculative bubble [9] - OpenAI signed a three-year partnership with ServiceNow to integrate its AI models into commercial software, aiming to enhance enterprise workflows [14] - Samsung Electronics and SK Hynix are expected to reduce NAND flash wafer production in 2026, with Samsung planning to produce 4.68 million wafers and SK Hynix 1.7 million wafers, both lower than their 2025 targets [13]
早报（01.21）| 恐慌抛售！美国股债汇三杀，金银暴涨；特朗普：不排除武力夺取格陵兰岛；微软CEO警示AI泡沫