2月2日你需要知道的隔夜全球重要信息

Group 1: Federal Reserve and Economic Impact - President Trump nominated former Fed governor Kevin Walsh as the next Fed Chair, which is expected to pass Senate confirmation easily, leading to a collective drop in US stock indices and a rebound in the dollar and US Treasury yields [1][2] - The probability of the Fed maintaining interest rates in March is 84.7% [3] Group 2: Geopolitical Developments - The US government is partially shut down, with House Speaker Johnson expressing confidence in securing enough votes to end the shutdown by Tuesday [4] - Signals of negotiation between the US and Iran have emerged, with a potential meeting in Ankara later this week [5] - Iran's parliament speaker announced that European military forces would be considered terrorist organizations, while Iran's Supreme Leader warned that a US-led war would trigger regional conflict [6] Group 3: Market Reactions and Commodity Prices - Precious metals experienced a historic drop, with gold falling 9.45% to $4,865.35 per ounce, marking the largest single-day decline in nearly 40 years, and silver dropping 26.77% to $84.7 per ounce, the largest since 1980 [15] - Global exchanges have raised margin requirements for precious metal futures, with the CME Group increasing margins for gold and silver futures effective February 2 [16] - Major Chinese banks, including ICBC and CCB, have adjusted their gold accumulation business and issued investment risk warnings [17] Group 4: Corporate Developments - Apple completed a $2 billion acquisition of Israeli AI startup Q.ai, betting on the integration of "sensors + AI" technology [12] - Anta Group acquired a 29.06% stake in German sports brand Puma for €1.5 billion, becoming its largest single shareholder [13] - LVMH invested €1 billion to increase its stake in the Italian luxury brand Loro Piana to 94%, achieving full control over the brand [14] Group 5: Market Performance - The Indonesian Composite Index fell 6.94% from January 26 to 30, leading to the resignation of the president of the Indonesian Stock Exchange and the chairman of the Financial Services Authority [18] - Indian markets faced significant losses in metal stocks and precious metal ETFs, with the NIFTY metal index dropping over 5% and precious metal ETFs declining over 10% [19] - US stock index futures opened lower on February 2, with Nasdaq futures down over 1% and S&P 500 futures down 0.6% [20]