Core Viewpoint - The establishment of a strategic partnership among the US, EU, and Japan aims to enhance the resilience of critical mineral supply chains, which is essential for economic and national security [1][5]. Group 1: Strategic Partnership and Cooperation - The US, EU, and Japan are taking significant steps to strengthen the resilience of critical mineral supply chains, with a commitment to accelerate cooperation and establish mutually beneficial partnerships [1][5]. - A memorandum of understanding is set to be signed within 30 days to enhance the security of critical mineral supply chains, identifying cooperation areas and stimulating demand through diversified supply [5][6]. Group 2: International Trade Environment - The Chinese government emphasizes the importance of maintaining an open, inclusive, and equitable international trade environment, urging all parties to contribute constructively to the stability and security of global critical mineral supply chains [1][4]. - There is a strong opposition to any country attempting to disrupt international economic and trade order through "small circle" rules [2]. Group 3: Trade Agreements and Relations - The EU has restarted the approval process for the US-EU trade agreement, which had been frozen due to previous tensions related to Greenland and tariffs [8][9]. - The European Parliament is expected to vote on the trade agreement in the upcoming committee meeting on February 24 [8]. Group 4: Economic Measures and Initiatives - The US has announced a $12 billion mineral reserve plan for domestic manufacturers during crises and signed a $125 million agreement for defense reserves [7]. - The US and Mexico are implementing a similar action plan to develop preferential trade through price floors for specific mining and processing projects [7].

Market - US stock market closed mixed on January 30, with Microsoft dropping approximately 10%, dragging down the Nasdaq index due to slowing cloud business growth and weak earnings guidance [1][2] - Microsoft’s market capitalization evaporated by nearly $360 billion, while Meta Platforms saw a 10.4% increase in stock price, adding $176 billion to its market cap due to strong sales forecasts [2] - International oil prices rose over 3% as President Trump considered military action against Iran, with Brent crude futures increasing by 3.38% to $70.71 per barrel [4] Company - Apple reported record highs in Q4 revenue and profit, with total revenue and net profit increasing by 16% and 15.9% year-over-year, respectively, leading to a stock price increase of over 3% post-announcement [15] - Microsoft experienced its largest single-day stock drop since March 2020, with a 9.99% decline, resulting in a market cap reduction of $357 billion due to disappointing earnings in cloud services [16] - Amazon is in talks to invest up to $50 billion in OpenAI, with discussions involving direct participation from both companies' CEOs [10] - Apple confirmed the acquisition of Israeli AI startup Q.ai, although the transaction amount was not disclosed [25] - SpaceX is discussing a potential merger with xAI ahead of its IPO, which could integrate its rocket business and AI capabilities [20][21]

Group 1 - The article discusses the ongoing reliance of U.S. allies on American military power and the technological dominance of Silicon Valley, despite the increasing trade options available to them [1][8] - Recent bilateral agreements have accelerated the restructuring of global trade, aiming for "de-risking" economic relations with the U.S., a term previously associated mainly with trade relations with China [1][10] - The European Union's recent trade agreements with the Southern Common Market and India are highlighted as examples of how countries are unifying their strategies in response to U.S. trade threats [9][10] Group 2 - The article notes that the global economy is adapting to new trade dynamics, with the EU's ability to finalize trade agreements serving as a test of its effectiveness [2][10] - Companies are actively seeking new trade opportunities, as evidenced by the Irish Whiskey Association's praise for the EU-India trade agreement, which is crucial for offsetting losses from U.S. tariffs [10][11] - A survey of 220 economists indicates that despite the restructuring of global supply chains due to U.S. trade policies, global economic growth is expected to remain at 3% this year, consistent with previous predictions [10][11] Group 3 - The World Trade Organization's Director-General emphasizes the dual benefits of foreign investment in creating jobs and enhancing global economic resilience [3][10] - A model from Aston University suggests that if the U.S. imposes a 25% tariff, European countries could face only a 0.26% reduction in per capita income if they choose not to retaliate [11][12] - The article raises concerns about the potential geopolitical rifts arising from countries' trade diversification efforts, particularly in light of China's limited domestic consumption expansion [13][14]