EUR/USD
1.18526
-0.986%
Gold
4847.62
-9.836%
Oil
65.488
0.377%
USD/JPY
154.755
1.076%
GBP/USD
1.36826
-0.917%
GBP/JPY
211.750
0.158%
Real-time News
On January 31st, a research report from CITIC Securities pointed out that the Trump administrations domestic and foreign policies are expected to profoundly impact global markets this year. CITIC Securities believes that one of the Trump administrations core objectives is to push down long-term interest rates through personnel changes at the Federal Reserve and a series of initiatives to boost the traditional economy and support the midterm elections. Success would be beneficial for global stock markets and commodities. However, its foreign policy focuses on domestic affairs and voter demands, and may only have a short-term impact on major asset classes. The extent of the fiscal deficit expansion remains uncertain, which is beneficial for gold and non-ferrous metals. The midterm election results are crucial; although Trump has tried his best to gain an advantage, a Republican defeat would be a short-term negative for risk assets other than US Treasuries.U.S. Border Affairs Director Homan: My message is consistent with the position that has been in place since President Trump took office on January 20: we will conduct large-scale deportations, but will prioritize arresting criminals and those who threaten public safety.On January 31, it was reported that on January 30 local time, the Director of the White House Office of Management and Budget issued a memo to department heads instructing agencies whose funding was due at midnight to begin preparing for a government shutdown. These agencies included the Department of Defense, Department of Homeland Security, State Department, Treasury Department, Department of Labor, Department of Health and Human Services, Department of Education, Department of Transportation, and Department of Housing and Urban Development. Russ Vought stated, “Given that Congress is clearly unable to complete its work before the funding expires, affected agencies should now implement orderly shutdown plans. Employees should report to work on time, fulfill their next regular work duties, and conduct orderly shutdown activities. The government will continue to work with Congress to address recently raised issues and complete the funding work for fiscal year 2026. We hope this shutdown will not be too long.”January 31 – According to a report in the New York Times, documents released by the U.S. Department of Justice on Friday show that billionaire businessman Howard Lutnick, who served as Commerce Secretary in the Trump administration, planned to visit Jeffrey Epsteins private island. This planned visit took place in 2012 – a time when Lutnick had previously claimed to have severed ties with Epstein. Records show that in December 2012, Lutnick emailed Epstein to inquire about his location, stating that he, his family, and another family were in the Caribbean and asking if he could join them for a meal. Epstein replied through an assistant with his location on Little St. James Island, near the coast of St. Thomas in the U.S. Virgin Islands, and the two sides finalized the arrangements for a luncheon. The documents confirm that the visit did take place: the meeting was scheduled for December 23, 2012, and the following day, Epsteins assistant forwarded Lutnick a message from Epstein that read, "Its a pleasure to see you." In recent years, the visits of prominent figures closely associated with Epstein to the island have been subject to public scrutiny, but Lutnicks planned itinerary for this trip had not been disclosed before.New Energy Vehicles: 1. Zhijie officially announced its first OTA update for the entire series this year. 2. Shanghai: Provides subsidies for car replacement and upgrades, with subsidies for purchasing new energy passenger vehicles not exceeding 15,000 yuan. 3. Chinas car dealer inventory warning index for January was 59.4%, down 2.9 percentage points year-on-year and up 1.7 percentage points month-on-month. 4. Cui Dongshu: The total number of public charging piles in December 2025 will reach 4.72 million, up 92,000 month-on-month and 1.14 million year-on-year. Integrated Circuits (Chips): 1. Alibaba clarified its "Cloud + AI + Chip" strategy, with PPU chip shipments already reaching hundreds of thousands of units. 2. Cambricon: Expects net profit of 1.85 billion to 2.15 billion yuan in 2025, turning a profit. 3. SK Hynixs first-quarter profit is expected to exceed expectations due to rising chip prices. 4. Reports indicate that Hitachi plans to divest its memory business for a maximum price of 200 billion yen. 5. Apple CEO Tim Cook: The advanced chip manufacturing technology used in the chips has led to supply constraints. Memory prices had a negligible impact on the first fiscal quarter. Artificial Intelligence: 1. Indian Science and Technology Minister: India will launch an AI model next month. 2. Alibabas 1000 Questions: The DeepPlanning benchmark has officially launched. 3. Tesla discontinues its flagship model, betting 20 billion on a million robots. 4. Li Auto executives confirm entry into humanoid robots. Other: 1. A 240-ton-class commercial reusable high-pressure staged combustion liquid oxygen-kerosene engine successfully completed a long-range test. 2. Japanese media: Apple will prioritize releasing high-end iPhone models this year. 3. Market news: Several more AI researchers and Siri team executives have recently left Apple, including Siri senior director Stuart Powers, who left to join Google.
