突发！白宫改口，暴涨！芯片，重大利好！住建部，房地产“新模式”

Market Overview - US stock indices collectively rose, with the Dow Jones up 1.21%, Nasdaq up 1.18%, and S&P 500 up 1.16% following the White House's exclusion of military action in Greenland and cancellation of tariffs on Europe [1] - The storage sector saw significant gains, with SanDisk rising over 10% and a year-to-date increase of over 111% [1] - The Nasdaq Golden Dragon China Index increased by 2.21% [1] Commodity Market - International oil prices saw a slight increase, while natural gas prices surged due to a winter storm threat to US exports and declining temperatures in Europe and Asia, with US natural gas futures rising 29% and a cumulative increase of 62% for the week [1] - European natural gas benchmark prices surpassed 40 euros per megawatt-hour for the first time since June [1] Semiconductor Industry - South Korea's semiconductor exports reached $10.73 billion (approximately 74.7 billion yuan) in the first 20 days of the year, marking a year-on-year increase of over 70%, indicating strong global semiconductor demand driven by AI [1] - Samsung Electronics' stock price surged, reflecting the positive sentiment in the storage chip sector [1] Financial Sector - Mitsui Sumitomo Financial Group has shifted its focus back to Japanese bonds due to reduced overseas returns, which may pressure assets in other countries [2] - Citigroup warned that risk parity funds may need to sell up to one-third of their current risk positions, potentially leading to $130 billion in bond sell-offs in the US alone [2] Real Estate Sector - The Ministry of Housing and Urban-Rural Development emphasized the need to establish a new model for real estate development, focusing on a stable transition from old to new models [6] - The policy aims to support demand for housing and improve market expectations, promoting long-term development in the real estate sector [6] 6G Technology Development - China has made significant progress in 6G research, completing the first phase of technical testing and accumulating over 300 key technology reserves, with the second phase of testing recently initiated [7] - The integration of 6G with various industries is expected to drive a new wave of growth in the digital economy, with predictions of the global 6G market exceeding $1 trillion by 2030 [7] Energy Sector - The National Energy Administration reported that electricity demand in China reached a winter record high, with the maximum load hitting 1.168 billion kilowatts, a 12.2% increase from last year's peak [9] - The International Energy Agency has raised its global oil demand growth forecast for 2026 from 2.4 million barrels per day to 2.5 million barrels per day due to economic stabilization [10]