Group 1 - Cryptocurrency concept stocks have shown strong performance, with Boyaa Interactive (00434) rising by 10.81% to HKD 4.1, and Blueport Interactive (08267) increasing by 10% to HKD 0.44 [1] - New Fire Technology Holdings (01611) has gained 7.09% to HKD 3.17, while OK Blockchain (01499) is up by 6.9% to HKD 0.217 [1] - The cryptocurrency market has experienced a significant surge, with Bitcoin rising nearly 5% to surpass USD 95,000, marking a new high for the year, and Ethereum increasing by over 7% [1] Group 2 - The U.S. December CPI data met expectations, with the core CPI year-on-year increase at 2.6%, lower than the expected 2.7%, and a month-on-month increase of 0.2%, below the anticipated 0.3% [1] - The slowdown in U.S. core inflation has strengthened expectations for a Federal Reserve interest rate cut in April [1] - Reports indicate that Wall Street star fund manager Cathie Wood predicts that Trump may start purchasing Bitcoin as a strategic reserve before the 2026 midterm elections to maintain political momentum and support from cryptocurrency voters [1]

Group 1 - Cryptocurrency concept stocks have shown strong performance, with notable increases in share prices: Boyaa Interactive (00434) up 10.81% to 4.1 HKD, BlueFocus Interactive (08267) up 10% to 0.44 HKD, New Huo Technology Holdings (01611) up 7.09% to 3.17 HKD, and OK Blockchain (01499) up 6.9% to 0.217 HKD [1] - The cryptocurrency market has experienced a significant surge, with Bitcoin rising nearly 5% to surpass 95,000 USD, marking a new high for the year, while Ethereum has increased by over 7% [1] - Recent U.S. economic data shows that the December CPI met expectations, with core CPI year-on-year growth at 2.6%, below the expected 2.7%, and month-on-month growth at 0.2%, below the expected 0.3%, indicating a slowdown in core inflation and bolstering expectations for a potential interest rate cut by the Federal Reserve in April [1] Group 2 - Reports suggest that Wall Street star fund manager Cathie Wood predicts that Donald Trump may begin purchasing Bitcoin as a strategic reserve before the 2026 midterm elections to maintain political momentum and support from cryptocurrency voters [1]

Group 1: International News - The U.S. has relaxed export regulations for Nvidia's H200 chip to China, with sales now subject to approval and security review by the U.S. Department of Commerce, and fees will be charged on transactions [1] - The U.S. stock market saw declines, with the Dow Jones down 0.80%, Nasdaq down 0.10%, and S&P 500 down 0.19%. Major tech stocks had mixed performances, with Intel up over 7% and AMD up over 6%, while others like Micron and Qualcomm fell over 2% [8] - The Nasdaq Golden Dragon China Index dropped 1.84%, with notable declines in stocks such as Tiger Brokers down 7.75% and Xunlei down 5.13% [9] Group 2: Commodity and Cryptocurrency Markets - WTI crude oil surpassed $61 per barrel, increasing by 2.85% [19] - Bitcoin continued to rise, breaking through $96,000 with a daily increase of 5.18%, while Ethereum surpassed $3,300, gaining 8.77% [20][21] Group 3: Domestic News - The State Council Information Office will hold a press conference on January 14, 2026, to discuss the 2025 import and export situation [31] - Domestic futures markets saw most commodities rise, with methanol up 2% to 2308.00 yuan, fuel oil up 5% to 2560.00 yuan, and silver up 6% to 22,336.00 yuan [32][33] - China successfully launched 18 low-orbit satellites using the Long March 8 rocket from Hainan, marking a successful mission [36]

Core Viewpoint - Bitcoin has risen over 2.5%, reaching $93,500, which has positively impacted Bitcoin-related stocks [1] Group 1: Market Performance - Bitcoin price increased by more than 2.5%, standing at $93,500 [1] - Bitcoin-related stocks also saw gains, with MicroStrategy (MSTR.US) up 3.4%, Coinbase (COIN.US) up over 3%, Robinhood (HOOD.US) up 0.9%, Marathon Holdings (MARA.US) up over 1%, and Iren Ltd (IREN.US) up 0.5% [1] Group 2: Regulatory Developments - A bipartisan amendment was introduced by the U.S. Senate Banking Committee, preparing for a hearing scheduled for Thursday [1] - The amendment appears to aim at prohibiting cryptocurrency exchanges from offering rewards related to holding stablecoins, while allowing certain exemptions for activities related to loyalty or incentive program memberships [1] - This wording may be welcomed by companies like Coinbase, which currently offers rewards for stablecoin holdings [1]

Core Viewpoint - Bitcoin surged over 2.5%, reaching $93,500, leading to a rise in Bitcoin-related stocks [1] Group 1: Market Performance - As of the report, Strategy (MSTR.US) increased by 3.4%, Coinbase (COIN.US) rose over 3%, Robinhood (HOOD.US) gained 0.9%, Mara Holdings (MARA.US) climbed over 1%, and Iren Ltd (IREN.US) went up by 0.5% [1] Group 2: Regulatory Developments - A bipartisan amendment was released by the U.S. Senate Banking Committee, preparing for a hearing scheduled for Thursday [1] - The amendment appears to prohibit cryptocurrency exchanges from offering rewards related to stablecoin holdings, while allowing certain exemptions for activities linked to loyalty or incentive program memberships [1] - This wording may be welcomed by companies like Coinbase, which currently offers rewards for stablecoin holdings to its customers [1]

Group 1 - The core event involves Federal Reserve Chairman Jerome Powell facing a criminal investigation, raising concerns about the independence of the Federal Reserve [2] - The U.S. Senate is reviewing the "2025 Digital Asset Market Clearity Act," which could impact the regulatory landscape for digital assets [2] - South Korea is set to implement the second phase of its cryptocurrency open policy, indicating a progressive regulatory approach [2] Group 2 - Overall policy regulation is becoming clearer, which is a long-term positive for the market; however, the Powell incident has created short-term risk aversion and uncertainty [3] - Bitcoin (BTC) is influenced by Federal Reserve speeches and economic data, with persistent inflation or hawkish signals potentially strengthening the dollar and suppressing BTC [3] - The conflict between Trump and Powell increases uncertainty; if the Fed accelerates interest rate cuts, it could push BTC to break the $100,000 mark [3] Group 3 - Institutional caution is reflected in an ETF outflow of approximately $480 million, although the long-term narrative remains strong [3] - Ethereum (ETH) benefits from the Fusaka upgrade, which enhances data capacity and efficiency, with institutional staking and ETF inflows of $25 million providing support [3] - Despite the positive developments, DeFi activity is slowing down, and macro uncertainties (such as a Fed pause) are increasing selling pressure on ETH [3] Group 4 - Current market conditions for BTC and ETH are characterized by consolidation, with fundamentals driven by macro policies and institutional flows [3] - Technical indicators show a neutral to bearish sentiment, but signs of overselling are emerging [3] - Short-term focus should be on Federal Reserve data and economic reports; a dovish stance could lead BTC to retest $95,000 and ETH to rebound to $3,300, while a hawkish stance could increase downside risks [3]

比特币在美国股市隔夜收高后小幅上涨，因投资者基本上未理会特朗普政府对美联储主席杰罗姆·鲍威 尔(Jerome Powell)展开刑事调查所引发的对美联储独立性的担忧。几位共和党议员反对该调查，参议员 汤姆·蒂利斯誓言要阻止所有美联储提名。现在的焦点转向美国通胀数据，以寻找美联储下一次降息时 机的线索。根据伦敦证券交易所集团的数据，比特币上涨0.9%，至91,830美元。然而，在缺乏任何可推 动该加密货币大幅走高的明确利好催化剂的情况下，其继续在相对窄幅的区间内交投。 来源：滚动播报 ...

Group 1 - The AI tool Grok developed by Musk's xAI may face bans in multiple countries due to concerns over generating inappropriate content, highlighting the challenges of balancing technological advancement with governance [2] - The price of DRAM storage chips has surged, prompting major tech companies like Google and Microsoft to send teams to South Korea to secure supplies, with the price of 8GB DDR4 memory increasing over five times in a year [2] Group 2 - South Korea's instant noodle exports reached a record high of $1.52 billion in 2025, marking a 21.8% increase from 2024 and doubling from $765 million in 2022, with China and the US accounting for over 40% of total exports [3] Group 3 - South Korean companies and professional investors are now allowed to invest up to 5% of their own capital in cryptocurrencies, with guidelines established by the Financial Services Commission [4] Group 4 - Bilibili has acquired a stake in Shanghai Jiangqu Network Technology, which is involved in anime and game development, indicating a strategic move to expand its digital content portfolio [6] Group 5 - The market regulator in China has unconditionally approved several mergers and acquisitions, including the acquisition of the Changchun Automotive Testing Center by the China Automotive Technology Research Center [7] Group 6 - Google has introduced personalized advertising features in its AI shopping tool, marking a significant step in monetizing AI technology [8] Group 7 - The second-hand car market for Xiaomi has seen significant price drops, with the SU7 model decreasing by 50,000 yuan, reflecting rapid new car iterations and challenges in retaining value for older models [9] Group 8 - OpenAI and SoftBank have entered a partnership to invest a total of $1 billion in SB Energy, aimed at developing AI infrastructure and constructing a 1.2 GW data center in Texas [10] Group 9 - Hongxun Technology clarified that it does not engage in humanoid robot business, focusing instead on automation, digitalization, and new energy sectors [12]

转自：新华财经 •鲍威尔遭刑事调查 其称系政治施压新手段 •美参议院将审议《2025数字资产市场清晰度法案》 •韩国推第二阶段加密新政 【市场资讯】 •美国总统特朗普在"真实社交"平台发文称，若最高法院裁定其任内实施的关税措施无效，美国政府可 能需支付数千亿美元的直接赔偿，再加上企业为规避关税而投入建厂和设备的"偿还"成本，总金额恐高 达数万亿美元，国家财政将难以承受。 •财政部长贝森特表示，即便最高法院裁定"紧急关税"无效，财政部也有足够资金处理退款，但退款将 分阶段进行，可能持续数周乃至一年。他同时暗示，裁决拖延越久，法院越可能倾向支持特朗普时期的 关税政策。 •美国哥伦比亚特区联邦检察官办公室已就美联储总部翻修项目对主席鲍威尔启动刑事调查。鲍威尔回 应称此举"史无前例"，强调自己始终独立履职、不受政治干扰，并指出应结合特朗普政府长期施压美联 储的背景加以审视。特朗普则否认干预司法部发出相关传票。 •美国参议院两个委员会将于周四举行听证会，审议《2025年数字资产市场清晰度法案》。该法案首次 明确定义"数字商品"为价值内在依赖区块链技术的资产，并明确将稳定币排除在外，旨在为加密市场建 立统一监管框架。 【 ...

格隆汇1月13日｜国际要闻： 大中华区要闻： 1、道指、标普500指数创新高，沃尔玛涨3%创历史新高，中概指数飙升4.26%； 2、再创新高！现货黄金站上4630美元、现货白银突破86美元； 3、贝森特警告：美联储调查引发市场震荡 或令鲍威尔拒绝交权； 4、特朗普：与伊朗做生意的国家将面临25%的关税； 5、摩根大通不再预计美联储今年降息，并预测在2027年加息； 6、美共和党议员支持加强议员股票交易监管：议员将不得进行新增个股购买； 7、韩国交易所计划6月推出盘前和盘后交易 以延长交易时间； 8、韩国结束九年企业加密禁令 允许5%股本投资前20种加密货币； 9、英伟达与礼来宣布共同投资10亿美元 建立AI药物发现实验室； 10、追赶AI浪潮 Meta斥资数百亿打造全球顶级算力版图； 11、苹果选择谷歌的Gemini来驱动今年推出的人工智能Siri； 12、蚂蚁国际和谷歌共推"通用商业协议"，打通"AI购物"全流程； 13、谷歌A收涨1%，市值突破4万亿美元； 14、英媒：俄罗斯"影子舰队"数百艘船只将面临扣押风险； 1、A股新纪录！3.6万亿天量成交+沪指17连阳； 2、包头稀交所：今日稀土主流产品价格大幅 ...