2月13日外盘头条：特朗普料与伊朗谈判一个月内完成 Anthropic完成300亿美元融资交易 公司估值至3800亿美元

Group 1 - US President Donald Trump anticipates negotiations with Iran to conclude within a month, aiming for a diplomatic agreement to curb Iran's nuclear ambitions [4][6][19] Group 2 - US existing home sales experienced the largest decline in nearly four years, dropping by 8.4% in January to an annualized rate of 3.91 million units, influenced by severe winter storms [8][22] - The South region, the largest housing market in the US, saw a 9% decrease in sales, falling to an annualized rate of 1.81 million units [8][22] Group 3 - Anthropic completed a $30 billion financing round, raising its post-money valuation to $380 billion, making it one of the highest-valued private companies globally [10][25] - The funding round was led by Singapore's government investment company and Coatue Management, with participation from notable investors including Nvidia and Microsoft [10][25] Group 4 - Denmark's second-largest pension fund, ATP, is considering reducing its exposure to the US private market due to potential investment risks, with a current portfolio valued at approximately $18 billion [11][27] - The CEO of ATP indicated a comprehensive evaluation of the US political system is underway, questioning the sustainability of past performance [11][27] Group 5 - Hedge fund manager David Einhorn is betting on significant interest rate cuts by the Federal Reserve, suggesting that the number of cuts could exceed current market expectations [13][29] - Einhorn has purchased SOFR futures, anticipating that aggressive rate cuts will lead to an increase in the value of these contracts [13][29] Group 6 - The AI landscape is shifting, with companies like Alphabet and Anthropic making significant impacts, while OpenAI's presence has diminished in discussions [15][31] - Analysts suggest that OpenAI may soon release a new model to regain market attention, which could positively affect related stocks [15][32]