因市场担忧欧美或爆发贸易战，进而冲击本就脆弱的市场情绪，比特币、以太坊及整个加密货币市场今 日早些时候突发暴跌。 数据显示，比特币价格从美国东部时间周日下午5点的95，500美元，跌至当晚9点的92，474美元，短短 数小时内跌幅达3%。以太坊、瑞波币（XRP）、索拉纳币等其他主流加密货币均同步跟随比特币下 跌。 加密货币数据分析平台Coinglass汇总公开数据显示，受此次暴跌影响，过去四小时内，加密货币市场的 多头头寸爆仓规模超7.5亿美元。分析师认为，此次暴跌的导火索是市场对欧美关税战一触即发的担 忧。 "相较于其他资产类别，加密货币市场的疲软态势仍在持续。"Presto研究所助理研究员Min Jung表 示，"尽管欧美贸易战担忧对市场情绪的冲击最为显著，但韩国综合股价指数（KOSPI）等其他风险资 产却呈现持平或上涨态势。这表明加密货币市场的颓势具有特殊性，投资者正转向其他风险资产——这 一趋势一直延续，即便多数市场普遍反弹，加密货币依旧表现落后。" 欧美贸易争端再起 此前特朗普发出威胁，要求丹麦将格陵兰岛出售给美国，否则将对八个北约盟国（丹麦、挪威、瑞典、 法国、德国、英国、荷兰、芬兰）的进口商品加 ...

摘要周一(1月19日)亚市尾盘，受特朗普宣布对八个反对其格陵兰岛计划的欧洲国家加征关税影响，市 场避险情绪骤升，黄金与白银周一双双刷新历史纪录。现货白银一度暴涨超4%，最高触及93.69美元/盎 司；现货黄金盘中涨逾2%，报4690美元/盎司，续创历史新高。 周一(1月19日)亚市尾盘，受特朗普宣布对八个反对其格陵兰岛计划的欧洲国家加征关税影响，市场避 险情绪骤升，黄金与白银周一双双刷新历史纪录。现货白银一度暴涨超4%，最高触及93.69美元/盎司； 现货黄金盘中涨逾2%，报4690美元/盎司，续创历史新高。 策略师观点分化：瑞穗称关税成"地缘武器"，ING警告欧美贸易战无赢家;Pepperstone认为威胁或 成"TACO时刻"(虎头蛇尾)，回调即买入机会。Kitco调查显示，华尔街对黄金分歧，散户看涨;OANDA 提醒技术超买或致回调，Zaye Capital则看好地缘支撑金价冲4700美元。 此外，美国最高法院本周或裁决特朗普用《国际紧急经济权力法》征关税的合法性，若败诉将削弱其关 税权力，财长贝森特则称"不太可能推翻"。 【技术分析】 当前全球局势波诡云谲，特朗普政策风向瞬息万变。技术面仅作辅助，基本 ...

Group 1 - Hedge funds have shifted their positions on the euro from long to short, marking the first bearish turn since late November, influenced by President Trump's threats of new tariffs and the potential acquisition of Greenland [1] - Analysts suggest that if the trade dispute escalates into a full-blown trade war, hedge funds may consider increasing their short positions on the euro [1] - The euro's recent fluctuations reflect market uncertainty, with concerns that a renewed trade war could weaken European economic growth [3] Group 2 - Morgan Stanley has warned that traders may be underestimating the risks of extreme scenarios leading to significant volatility in major currencies, particularly the euro [3] - The euro to USD exchange rate experienced a slight decline of 0.2% before rebounding by 0.3%, indicating mixed market sentiment [3] - Analysts predict that the euro may test the support level of 1.1499 this week due to the ongoing tensions surrounding the control of Greenland [3]

关税"大棒"，再度挥舞！ 据最新消息，欧盟多国正考虑对价值930亿欧元的输欧美国商品加征关税，或限制美国企业进入欧盟市场，以 反制美关税威胁。 据央视新闻消息，当地时间1月18日，欧盟各成员国代表在比利时布鲁塞尔召开紧急会议，就美国总统特朗普 因格陵兰岛问题发出的关税威胁展开磋商。 同一天，欧盟委员会主席冯德莱恩表示，各方将团结一致，坚定维护格陵兰岛以及丹麦的主权，将始终捍卫欧 洲在经济和安全领域的战略利益。 欧洲理事会主席科斯塔当天表示，他已决定在未来几天内召开一次欧盟领导人特别峰会，以讨论对特朗普关税 威胁的应对措施。科斯塔称 ，他与各成员国的磋商显示，各国强烈支持丹麦和丹麦自治领地格陵兰岛，准备 抵御任何形式的胁迫，同时继续与美国开展建设性接触。 18日，有消息称，欧盟多国正考虑对价值930亿欧元的输欧美国商品加征关税，或限制美国企业进入欧盟市 场。据了解，这份关税清单去年就已拟定，但为了避免欧美之间全面贸易战而暂缓执行，暂缓有效期截止于2 月6日。欧盟27个成员国常驻欧盟总部代表18日开会讨论是否重新启动这份清单，也讨论了是否启用反胁迫工 具。 欧洲8国集体回应特朗普关税威胁 据新华社报道，面对美国总 ...

Group 1 - The European Union is considering imposing tariffs on US goods worth €93 billion as a countermeasure against US tariff threats [1][2] - The EU is discussing the reactivation of a previously prepared tariff list that was postponed to avoid a full-blown trade war, with a deadline for the suspension set for February 6 [2] - Global risk assets have collectively declined, with major stock indices and cryptocurrencies experiencing significant drops following the news of potential tariffs [1] Group 2 - Eight European countries issued a joint statement condemning the US tariff threats, emphasizing the need for a coordinated response to protect their sovereignty [3][4] - The statement reaffirms support for Denmark and Greenland, asserting that military exercises conducted in the region are aligned with transatlantic interests and pose no threat [4] - US Treasury Secretary Mnuchin defended the tariff strategy as a geopolitical decision, claiming it reflects America's strength compared to perceived European weakness [6]

Core Viewpoint - The market sentiment is under pressure due to President Trump's threat to impose tariffs on eight European countries opposing the takeover of Greenland, leading to declines in U.S. and European stock index futures and a surge in safe-haven assets like gold and silver [1][2]. Group 1: Market Reactions - European stock index futures fell sharply, with the Euro Stoxx 50 futures down 1.2% and S&P 500 futures down 0.8% [1]. - Gold prices rose over 1% to $4,661 per ounce, reaching an intraday high of $4,690.75, while silver prices increased over 3% to $92.86 per ounce, peaking at $94.14 [1]. - The U.S. dollar weakened against all G10 currencies, with the largest declines against the Swiss franc and Japanese yen [1]. Group 2: Tariff Implications - Trump announced a 10% tariff on goods from Denmark, Norway, Sweden, France, Germany, the UK, the Netherlands, and Finland starting February 1, with an increase to 25% from June 1 if no agreement is reached regarding Greenland [2]. - European Parliament members indicated that the trade agreement reached last July between the U.S. and Europe would not be approved due to the tariff threats, creating uncertainty in U.S.-EU trade relations [3]. Group 3: Economic Impact - Analysts suggest that the tariff threats could negatively impact European stock market growth, with estimates indicating a potential 2-3 percentage point decline in earnings growth for European stocks [12]. - Companies exposed to global supply chains, such as luxury goods, automotive, and consumer discretionary sectors, may face significant challenges due to the tariffs [12]. - The potential for retaliatory tariffs from the EU on $93 billion worth of U.S. goods is being considered, which could escalate trade tensions further [3]. Group 4: Long-term Perspectives - Some analysts believe that the current situation may serve as a catalyst for Europe to accelerate its strategic autonomy and form new alliances [9]. - The geopolitical risks and trade uncertainties are expected to continue influencing market dynamics, particularly benefiting safe-haven assets like gold and government bonds [6]. - The impact on the euro is expected to be limited, as the U.S. relies heavily on European capital, and any negative effects on the euro may not persist [13].

Group 1 - Gold prices surged to record highs, with New York futures exceeding $4,670 per ounce, marking a daily increase of 1.62%. Spot gold briefly surpassed $4,690 per ounce, with a daily rise of 2.06%, and was reported at $4,685.351 per ounce, up 1.96% at the time of publication [1] Group 2 - President Donald Trump announced a 10% tariff on goods from eight European countries opposing his Greenland acquisition plan, effective February 1, with an increase to 25% starting in June. This has raised concerns about potential retaliatory measures from Europe, fueling demand for precious metals as a safe haven [3] Group 3 - Chao Hong Ji has adjusted prices for several gold jewelry items, with increases ranging from hundreds to tens of thousands of yuan. A specific pendant saw a price rise of 19,000 yuan, with overall price adjustments between 10% to 20% [4][5] - The price adjustments follow a previous increase in October, and are attributed to rising raw material and related costs, as noted by Zhou Sheng Sheng, which also announced price hikes for its gold jewelry products earlier this month [6]

Core Viewpoint - The European Union is considering imposing tariffs on $930 billion worth of goods imported from the U.S. as a countermeasure to U.S. tariff threats, which has led to a decline in global risk assets [1][3]. Group 1: EU's Response to U.S. Tariff Threats - EU member states are discussing the possibility of imposing tariffs or restricting U.S. companies' access to the EU market in response to U.S. tariffs [3]. - The EU's proposed tariff list was initially drafted last year but was postponed to avoid a full-blown trade war, with the suspension set to expire on February 6 [3]. - European leaders are planning a special summit to address the U.S. tariff threats and to discuss collective responses [3][4]. Group 2: Collective Statement from European Countries - Eight European countries issued a joint statement condemning the U.S. tariff threats, emphasizing the need for unity and coordination in response [4][5]. - The statement reaffirms support for Denmark and Greenland, asserting a commitment to dialogue based on principles of sovereignty and territorial integrity [5]. Group 3: U.S. Justification for Tariffs - U.S. Treasury Secretary Mnuchin defended the tariffs as a geopolitical decision, claiming that U.S. economic strength is necessary to prevent conflict [6]. - Mnuchin stated that the U.S. must control Greenland, suggesting that European leaders will eventually accept this notion for the benefit of all parties involved [6]. Group 4: Political Reactions in the U.S. - There is bipartisan opposition in the U.S. Congress against President Trump's strategy regarding Greenland, with some lawmakers labeling the idea of U.S. control over Greenland as disastrous [7].

Group 1 - The EU is considering imposing tariffs on US goods worth €93 billion as a countermeasure against US tariffs on eight European countries related to Greenland [1] - The EU's tariff list was prepared last year but was postponed to avoid a full-blown trade war, with a deadline for reconsideration set for February 6 [1] - European officials aim to use these measures as leverage during upcoming negotiations with President Trump at the World Economic Forum in Davos [1] Group 2 - Recent statements from President Trump indicate an increased interest in Greenland, causing concern among European allies [3] - Denmark has initiated the "Arctic Resilience" military exercise around Greenland, with participation from several European countries [3] - French President Macron emphasized Europe's responsibility to protect Greenland, which is considered part of the EU and NATO [3]

Group 1 - Canada plans to send a small military force to Greenland for exercises with NATO allies in response to U.S. President Trump's threats regarding the purchase of Greenland [1] - Trump announced a 10% tariff on goods from Denmark, Norway, Sweden, France, Germany, the UK, the Netherlands, and Finland starting February 1, increasing to 25% on June 1 if an agreement on the purchase of Greenland is not reached [3] - European countries, including Norway, Sweden, France, Germany, the UK, the Netherlands, and Finland, are sending troops to participate in the "Arctic Endurance" military exercise initiated by Denmark in Greenland [4] Group 2 - The EU is considering imposing tariffs on $930 billion worth of goods imported from the U.S. as a countermeasure against Trump's tariffs [4] - European officials are preparing measures to provide leverage for negotiations with Trump during the upcoming World Economic Forum in Davos [4] - Denmark's Prime Minister stated that Europe will not be "extorted" and emphasized the need for cooperation rather than conflict [7] Group 3 - French President Macron indicated that if Trump's tariff threats are implemented, he will coordinate closely with European leaders and push for the activation of the EU's strongest trade countermeasures [8] - Germany's Vice Chancellor stated that Europe must respond clearly to U.S. threats, emphasizing that the situation has crossed a line [10] - The UK Prime Minister expressed that imposing tariffs on NATO allies is a mistake and reaffirmed the importance of collective security in the Arctic region [10] Group 4 - Criticism of Trump's tariff threats has come from various European leaders, including Italy's Prime Minister, who called it a mistake [11] - Ireland's Minister of Foreign Affairs described Trump's actions as "completely unacceptable" and regrettable [13] - The European Parliament's Renew Europe group called for the activation of the EU's countermeasures against U.S. economic intimidation, emphasizing the need for a credible deterrent [13]