2月6日外盘头条：比特币暴跌 亚马逊预计今年资本支出将达2000亿美元 交易员料美联储将比预期...

Group 1: Middle East Negotiations - Multiple Middle Eastern countries urgently lobbied the Trump administration to resume the US-Iran nuclear talks originally scheduled for February 6, which will now take place in Oman [4][6] - Concerns arose in the region regarding potential military actions by the Trump administration if negotiations were canceled, prompting at least nine countries to contact the White House [6] Group 2: Cryptocurrency Market - Bitcoin experienced a significant drop, falling below $65,000, erasing all gains since Trump's election, with a peak decline of 11% reported at $64,944, marking the lowest level since October 2024 [7][9] - The decline in Bitcoin's value has also affected other cryptocurrencies and related exchange-traded funds (ETFs) [7] Group 3: Amazon's Capital Expenditure - Amazon projected its capital expenditures for 2026 to reach $200 billion, significantly exceeding market expectations of $144.67 billion, indicating continued investment in artificial intelligence [9][10] - The company's forecast for Q1 operating profit was between $16.5 billion and $21.5 billion, lower than the market expectation of $22.04 billion, leading to a drop in stock price by over 11% in after-hours trading [10] Group 4: Mining Industry Developments - Rio Tinto announced its withdrawal from negotiations to acquire Glencore, as the two companies could not agree on valuation, resulting in the collapse of a potential merger that would have created the world's largest mining company [12] - Following the news of the failed merger talks, Glencore's stock price fell by 11% [12] Group 5: Federal Reserve Interest Rate Expectations - Traders have adjusted their expectations for the Federal Reserve's next interest rate cut to June, earlier than the previously anticipated July, with a second cut expected before October [16] - This shift in expectations was influenced by recent labor market data indicating weakness, leading to a decline in overnight financing rates [16]