今日国际国内财经新闻精华摘要｜2026年2月21日

International News - The U.S. Supreme Court rejected President Trump's comprehensive tariff policy under the International Emergency Economic Powers Act, ruling it lacks clear legal authorization, which may lead to the U.S. needing to refund up to $170 billion in tariff revenues [1] - In response, Trump plans to sign an order imposing a 10% global baseline tariff on all countries, expected to take effect in three days, and threatens additional tariffs of 15% to 30% on automobiles [2][3] - U.S. Treasury Secretary Mnuchin stated that tariff revenues are expected to be around $130 billion, falling short of the $175 billion target, while the Illinois governor has submitted a request for an $8.6 billion tariff refund for approximately 5.1 million households [6][7] - Geopolitical tensions with Iran are escalating, with Trump demanding an agreement within 10-15 days, and reports suggest a potential limited military strike by the U.S. [8] - The U.S. military has deployed the USS Gerald R. Ford carrier strike group to the Mediterranean, joining the USS Abraham Lincoln, along with 17 ships and dozens of aircraft to the Middle East [9][10][11][12] Market Overview - Safe-haven sentiment has driven significant increases in precious metal prices, with spot gold rising 2.15% to $5,104.90 per ounce, and New York futures surpassing $5,130 per ounce, marking a daily increase of 2.65% [13][14][15][16][17] - Silver prices also surged, with spot silver breaking $84 per ounce and New York futures exceeding $85 per ounce, showing daily increases of 7.21% and 8.67% respectively [13][14][15][16][17] - Palladium futures surpassed $1,800 per ounce, with a daily increase of 4.54% [13][14][15][16][17] - The Commodity Futures Trading Commission (CFTC) reported that bearish sentiment towards the dollar has reached its highest level since 2021 [18] - U.S. stock markets saw gains, with the Dow up 0.48%, Nasdaq up 0.90%, and S&P up 0.71%, while major European indices also rose, including Germany's DAX30 up 0.92% and France's CAC40 up 1.39% [19][20] Corporate Developments - OpenAI plans to invest approximately $600 billion in computing power by 2030 [21] - Google is exploring the expansion of its AI chip market to compete with Nvidia [22] - Amazon reported that hackers used AI tools to breach over 600 firewalls across 55 countries in five weeks, aiming to deploy ransomware [23] Economic Data - The Federal Reserve's Musalem noted ongoing corporate cost pressures and public inflation concerns, while Bostic indicated that interest rate hikes may be considered if inflation rises [24][25][26][27] - U.S. inflation expectations for February showed a one-year rate of 3.4% and a five-to-ten-year rate of 3.3%, both slightly below expectations [28] Domestic News - The Nasdaq China Golden Dragon Index fell 0.05%, with significant declines in stocks such as Tims China down 5.61% and Huya down 5.71% [30][31]