格隆汇1月22日｜世界白银协会最新发布的一份报告显示，由于光伏、AI、电动汽车等领域需求激增，全球白银工业需求未来五年将持续增长。数据显示，2025年全球白银供应量为3.21万吨，全球白银需求量为3.57万吨，其中工业用银在白银总需求中的占比达到60%。分析指出，全球白银市场已连续五年处于结构性赤字状态，实物库存正在迅速枯竭。此外，白银ETF投资需求旺盛，大量白银被提取并锁仓。市场正面临一场实时的供应挤压，而非仅仅是避险情绪推动的上涨。

Alphabet upgraded, Micron initiated: Wall Street's top analyst calls

Source: Bloomberg, 0:00

Alphabet upgraded, Micron initiated: Wall Street's top analyst calls Yahoo Finance

US stocks extended gains on President Donald Trump’s retreat from tariff threats while traders’ appetite for artificial intelligence bets returned. The S&P 500 rose 0.7% as of 9:36 a.m. in New York. The Nasdaq 100 gained 0.7% as chipmakers and AI-linked names led market gains. Haven assets including gold and Treasuries fluctuated, signaling caution lurking beneath the surface of the rally. Sentiment improved after NATO’s secretary general said a breakthrough over Greenland focused on the broader issue of security in the Arctic region, instead of a discussion of the territory’s sovereignty with the US president. “It’s a rapid fire TACO trade. This one didn’t even last a full two trading days,” said Jay Woods . But the chief market strategist at Freedom Capital Markets fears a boy-that-cried-wolf scenario for the market, where Trump’s threats “become reality and investors get fooled by buying the dip and it doesn’t snap back — especially this quickly.” JPMorgan Chase & Co. strategists said there’s been little evidence of foreign investors pulling back from US assets despite the flare-up in geopolitical tensions, reinforcing the view that global capital remains anchored to American markets. Equities also got a boost after data showed the US economy remains resilient. Inflation-adjusted gross domestic product increased at a revised 4.4% annualized rate, the fastest in two years, according to Bureau of Economic Analysis data. Applications for US unemployment benefits were little changed last week, steadying at low levels after a volatile holiday season. Technology shares drew added support from a resurgence in the AI narrative with chip stocks rallying after upbeat commentary from Nvidia Corp. and reports that Anthropic has more than doubled its revenue run rate since last summer reinforced optimism around sustained AI spending. Separately, discussions around fresh funding for OpenAI and plans by Alibaba to list its chip unit highlighted the intensity of capital flowing ...

专题：世界经济论坛年会_2026冬季达沃斯 美国商务部长卢特尼克说，欧洲领导人和加拿大总理卡尼对美国总统特朗普威胁要对八个国家征收与格陵兰岛相关关税的做法反应过度。 卢特尼克在瑞士达沃斯出席世界经济论坛并接受采访时说：“他们反应过度了，而且有证据表明他们反应过度，因为现在有了一个合理的框架。” 卢特尼克指的是特朗普周三称已与北约秘书长吕特达成一致的框架。特朗普在Truth Social的一篇帖子中说，与吕特达成的“未来协议的框架”将解决围绕格陵兰岛的跨大西洋争端，而且他将不再征收与格陵兰岛相关的关税。 欧洲领导人普遍批评特朗普威胁从2月1日起征收10%关税的做法，此举是他试图收购格陵兰岛的行动之一。卢特尼克说，威胁对八个国家征收关税是为了回应这些国家向格陵兰岛派遣军事人员的举动，这位商务部长称此举是一种挑衅。 关于特朗普所说他与吕特达成的框架的性质，目前披露的细节很少。在采访中，卢特尼克将该协议描述为“国家安全框架”。 卢特尼克说：“我们关心国家安全和航运通道。所以让我们一起思考并设法解决。这些是美国关心的关键点。” 责任编辑：李桐

TikTok Deal Sealed: US, China Approve Historic American Spinoff Benzinga

Deal expands Microsoft's defense tech footprint through 2028.

Wall Street was given respite from tariff turmoil as Trump announced he was backing away from the Greenland acquisition.

Halliburton stock is well-positioned to deliver double-digit total returns in 2026 and 2027 as tailwinds drive accelerating business and capital returns.

BlackRock CEO Larry Fink says he "sincerely believes" there is no AI bubble. He talks about his support for AI and says there are no formal plans to move Davos to Detroit. He speaks with Bloomberg's Francine Lacqua on the sidelines of the 2026 World Economic Forum’s annual meeting in Davos, Switzerland. (Source: Bloomberg)

Nintendo’s Talking Flower interactive toy will launch in March. | Image: Nintendo After sharing a brief look at its new Talking Flower toy during a Nintendo Direct showcase last September that generated more questions than answers, Nintendo has finally revealed more details about what the interactive toy actually does. It shares some functionality with Nintendo's Alarmo alarm clock , but the Talking Flower seems more like a talkative companion for fans of Super Mario Wonder . First and foremost, as the name implies, the Talking Flower will just randomly speak a couple of times every hour when left alone with phrases like "sometimes it's nice to space out," and "is it weird for flowers to talk?" A single button on the toy c … Read the full story at The Verge.

Indonesian President Prabowo Subianto predicted that growth will accelerate this year as he touted his policy program for Southeast Asia’s biggest economy to the business elite in Davos. Speaking to the World Economic Forum in Switzerland on Thursday, the head of state of the world’s fourth-most populous nation cited the International Monetary Fund’s description of the country earlier this week as “a global bright spot.” “Indonesia’s economy grew by more than 5% every year over the last decade,” Prabowo told attendees. “I am confident that this year our growth will be higher.” Prabowo, who took office in late 2024, has pushed an economic narrative centered on self-sufficiency, particularly in food and energy, arguing that reducing reliance on imports is critical to Indonesia’s resilience amid global shocks. That message is paired with an ambitious growth target of 8%, well above Indonesia’s recent trend, and framed state intervention as necessary to accelerate development. Despite the emphasis on self-reliance, Prabowo has consistently portrayed Indonesia as open to foreign investment, positioning the country as politically stable, resource-rich, and eager to partner with global capital — messages he reiterated in Davos. That pitch increasingly runs through Danantara, the newly launched state investment vehicle that has taken oversight of major state-owned enterprises and is being marketed as a co-investment platform for foreign partners. “Growth requires statecraft and capital, in particular, the efficient allocation and reallocation of capital — that is why last February, we established our sovereign wealth fund, Danantara,” he said. “I am convinced that our growth, the economy, the growth of our economy will be significantly surprising to many in the world with Danantara.” Prabowo spoke in the same week that the IMF raised its forecast for expansion this year and next to 5.1%. On Wednesday, the Washington institution issued a specific so-called Article IV assessm...

纳斯达克金龙中国指数盘初涨1.62%。 中概股Rich Sparkle涨38.31%，NIVF涨12.71%，雷亚电子涨12.42%，小i机器人涨8.24%，瑞图生态涨7.56%，创智环球涨7.53%，理想涨5.80%表现靠前；阿里涨4.76%，蔚来涨3.64%，小马智行涨2.71%，文远知行涨1.81%，京东、网易、百度至多涨超1.7%，小鹏跌2.2%。 ETF中，KWEB涨1.07%，CQQQ涨0.87%，EMXC涨0.84%，MCHI涨0.7%，FXI涨0.61%，ASHS涨0.17%，ASHR跌0.12%。 富时A50夜期涨幅重新扩大至将近0.4%。

Issued on behalf of GoldHaven Resource Corp. Issued on behalf of GoldHaven Resource Corp.

Key PointsCoreWeave's business is booming, and that could continue for now.

现货黄金站上4840美元/盎司，日内涨0.14%。

Intel is set to report fourth quarter earnings results after the bell.

Intel reported fourth quarter earnings results after the bell.

AI momentum and analyst optimism keep fueling investor excitement.

Advanced Micro Devices Extends Seven Day Winning Streak Yahoo Finance New Zealand

Advanced Micro Devices Extends Seven Day Winning Streak Yahoo Finance

格隆汇1月22日｜美国第三季度GDP季调后环比折年率终值为4.4%，略超预期。美股三大指数集体高开，纳指涨0.93%，标普500指数涨0.64%，道指涨0.56%。 阿里巴巴涨超5%，消息称阿里旗下芯片公司平头哥拟独立上市。 Meta涨2.6%，将从下周开始在其社交平台Threads上向全球所有用户投放广告。 苹果涨近1%，据报将于6月发布推出全新AI版Siri，转型为公司首款AI聊天机器人。 (格隆汇)

北京时间1月22日晚，美股周四高开。随着特朗普取消与格陵兰相关关税，地缘政治紧张局势有所缓解，引发市场连续第二个交易日反弹。交易员也在等待上午即将发布的一项关键通胀数据。 道指涨290.79点，涨幅为0.59%，报49368.02点；纳指涨211.538点，涨幅为0.91%，报23436.363点；标普500指数涨43.98点，涨幅为0.64%，报6919.60点。 英伟达、 微软 、 美光 科技及Meta Platforms等科技股普遍走高。 周三美股大涨，此前美国总统特朗普表示他将不再实施原定于2月1日开始的对欧洲新关税，并宣布就格陵兰问题达成了协议“框架”。 近几周来，特朗普一直在不懈推动美国控制格陵兰。特朗普周三在Truth Social上表示，他和北约秘书长马克·吕特已经“形成了关于格陵兰乃至整个北极地区的未来协议框架”。 特朗普后来又对媒体称，他与这个北极岛屿“达成了协议概念（we have a concept of a deal）”。 在此之前，特朗普在瑞士达沃斯举行的世界经济论坛上发表讲话时表示，他不会动用武力获取格陵兰。 标普500指数当日收盘上涨近1.2%， 道琼斯 指数收高近589点，涨幅1.2%。以科技股为主的 纳斯达克 综合指数上涨近1.2%。罗素2000小盘股指数上涨约2%，并创下历史最高收盘纪录。 Comerica财富管理公司首席投资官埃里克·蒂尔表示：“格陵兰危机似乎正在化解并扭转近期的抛售趋势，尽管关于‘框架’的细节仍有待公布。” 他表示，压力减轻引起的反弹，推动金融和能源等传统价值板块显著上涨。 尽管在特朗普宣布达成协议“框架”后美股反弹，但格陵兰岛局势似乎远未结束。 周四，丹麦首相梅特·弗雷泽里克森认为特朗普与吕特关于北极安全的讨论是“良好且自然的”，并表示该国准备就美国的“金穹”导弹防御计划进行谈判。然而，她强调主权问题不容谈判。 弗雷泽里克森说：“丹麦王国希望继续与盟国就如何加强北极安全进行建设性对话，包括美国的‘金穹’项目，前提是此举须尊重我国的领土完整。” 周四经济数据面，美国三季度GDP增长4.4%增速略快于预期。 美国商务部周四报告称，美国经济在第三季度的扩张速度略快于预期。根据经过季节性和通胀调整后的数据，7月至9月期间的国内生产总值年化增长率为4.4%，较之前的预估上调了0.1个百分点，并优于第二季度的3.8%。...