Market Beats | Target Confronts Political Turmoil Amid Minneapolis Immigration Crackdown; US Q3 GDP Growth Revised Up to 4.4%; Javier Milei Defends Argentina’s Economic Ties with China in Davos; New York City Braces for a Foot of Snow in First Major Test for Mayor Mamdani; Trump Sues JPMorgan and CEO Jamie Dimon for $5 Billion Over Alleged Political “Debanking”; Ex-Goldman Banker Tim Leissner Seeks Presidential Pardon; Tesla to Launch Optimus Robot Sales Next Year

—— Target Confronts Political Turmoil Amid Minneapolis Immigration Crackdown; US Q3 GDP Growth Revised Up to 4.4%; Javier Milei Defends Argentina’s Economic Ties with China in Davos; New York City Braces for a Foot of Snow in First Major Test for Mayor Mamdani; Trump Sues JPMorgan and CEO Jamie Dimon for $5 Billion Over Alleged …

Market Beats | Trump’s Davos Trip Delayed by Air Force One Glitch; Nvidia CEO Jensen Huang Plans Late-January China Visit to Boost H200 Market Entry; US Mortgage Applications Hit 3-Year High; Bridgewater China Posts Record 45% Gain in 2025; Trump Presses Europe in Davos to Cede Greenland; US Pending Home Sales Plunge in December by Most Since 2020; Archegos Founder Bill Hwang Seeks Presidential Pardon for Multi-Billion Dollar Fraud

—— Trump’s Davos Trip Delayed by Air Force One Glitch; Nvidia CEO Jensen Huang Plans Late-January China Visit to Boost H200 Market Entry; US Mortgage Applications Hit 3-Year High; Bridgewater China Posts Record 45% Gain in 2025; Trump Presses Europe in Davos to Cede Greenland; US Pending Home Sales Plunge in December by Most Since …

Market Beats | Japan’s 40-Year Bond Yield Surpasses 4%; China Widens Probe into PDD Holdings Following Clashes with Regulators; Donald Trump and Davos 2026: The Greenland Standoff; US Supreme Court Delays Ruling on Trump Tariffs; Microsoft CEO Satya Nadella Warns of AI Bubble Risk Without Global Adoption; Palantir CEO Alex Karp: AI Will Eliminate Need for Mass Immigration

—— Japan’s 40-Year Bond Yield Surpasses 4%; China Widens Probe into PDD Holdings Following Clashes with Regulators; Donald Trump and Davos 2026: The Greenland Standoff; US Supreme Court Delays Ruling on Trump Tariffs; Microsoft CEO Satya Nadella Warns of AI Bubble Risk Without Global Adoption; Palantir CEO Alex Karp: AI Will Eliminate Need for Mass …

Market Beats | Meta Becomes Largest Nuclear Buyer with Landmark 6-Gigawatt Deal; TSMC Revenue Beats Estimates, Signaling Resilient AI Demand for 2026; Trump Directs Fannie and Freddie to Buy $200 Billion in Mortgage Bonds; China Auto Exports Set to Hit Record 7 Million as Firms Offload Surplus; Bullion Faces First Major Test of 2026 Amid $11.7 Billion Fund Rebalancing; US Housing Starts Hit Post-Pandemic Low in October Amid Data Delays; US Job Growth Slows to 50,000 in December; Unemployment Unexpectedly Dips to 4.4%

—— Meta Becomes Largest Nuclear Buyer with Landmark 6-Gigawatt Deal; TSMC Revenue Beats Estimates, Signaling Resilient AI Demand for 2026; Trump Directs Fannie and Freddie to Buy $200 Billion in Mortgage Bonds; China Auto Exports Set to Hit Record 7 Million as Firms Offload Surplus; Bullion Faces First Major Test of 2026 Amid $11.7 Billion …

Market Beats | Alphabet Overtakes Apple as World’s Second-Most Valuable Company; US Productivity Surges at Fastest Pace in Two Years; Minneapolis Schools Close as Protests Over ICE Shooting Turn Violent; Tech Stocks Slide on Profit-Taking; Defense Shares Surge on $1.5 Trillion Spending Plan; Supreme Court Set to Decide Fate of Trump Tariffs as 1,000+ Firms Seek $133 Billion Refund; JPMorgan to Replace Goldman as Apple Card Partner; Billionaires Flee California to Avoid Proposed 5% Wealth Tax

—— Alphabet Overtakes Apple as World’s Second-Most Valuable Company; US Productivity Surges at Fastest Pace in Two Years; Minneapolis Schools Close as Protests Over ICE Shooting Turn Violent; Tech Stocks Slide on Profit-Taking; Defense Shares Surge on $1.5 Trillion Spending Plan; Supreme Court Set to Decide Fate of Trump Tariffs as 1,000+ Firms Seek $133 …

Market Beats | US Job Openings Hit 14-Month Low in November as Hiring Softens; Trump Announces Venezuela to Transfer 50 Million Barrels of Oil to US; Gold and Silver Miners Raise Record $6.2 Billion via Share Sales Amid Price Rally; Trump Administration Unveils Dietary Overhaul; China Probes Meta’s $2 Billion Manus Acquisition Over Export Control Concerns; Blue Owl Lifts Redemption Cap to Meet Surging Private Credit Outflows; JPMorgan Wins London Gender Pay Dispute as Tribunal Dismisses Analyst’s Claims

—— US Job Openings Hit 14-Month Low in November as Hiring Softens; Trump Announces Venezuela to Transfer 50 Million Barrels of Oil to US; Gold and Silver Miners Raise Record $6.2 Billion via Share Sales Amid Price Rally; Trump Administration Unveils Dietary Overhaul; China Probes Meta’s $2 Billion Manus Acquisition Over Export Control Concerns; Blue …

Market Beats | Copper Shatters $13,000 Ceiling as Trump Tariff Fears Trigger Global Supply Scramble; American Airlines to Offer Free High-Speed Wi-Fi to Loyalty Members; Rhode Island Governor Warms to Wealth Tax to Plug Federal Funding Gap; AMD Targets Nvidia’s Lead with MI400 Series and OpenAI Partnership at CES 2026; Lower Rates Drive Manhattan Home Sales as Co-op Activity Surges; Cooling Stocks Plunge After Nvidia CEO Hints at Chillers Becoming Obsolete; Trump Warns of Third Impeachment if Republicans Lose 2026 Midterms

—— Copper Shatters $13,000 Ceiling as Trump Tariff Fears Trigger Global Supply Scramble; American Airlines to Offer Free High-Speed Wi-Fi to Loyalty Members; Rhode Island Governor Warms to Wealth Tax to Plug Federal Funding Gap; AMD Targets Nvidia’s Lead with MI400 Series and OpenAI Partnership at CES 2026; Lower Rates Drive Manhattan Home Sales as …

每日微报 | 2026年美国汽车销量堪忧;委内瑞拉政局动荡引发避险情绪;Saks寻求10亿美元贷款;德意志银行股价首超账面价值;诺和诺德开启减肥药价格战;美国石油股周一集体飙升;美国千万人感染“超级流感”

—— 2026年美国汽车销量堪忧;委内瑞拉政局动荡引发避险情绪;Saks寻求10亿美元贷款;德意志银行股价首超账面价值;诺和诺德开启减肥药价格战;美国石油股周一集体飙升;美国千万人感染“超级流感” 1. 2026年美国汽车销量堪忧 近些年,美国新车价格接近历史高位,中产阶级消费者望而却步,美国汽车销量在 2026 年面临下滑风险。 尽管 2025 年全年销量预计将突破 1,600 万辆,创下自 2019 年以来的最佳年度表现,但行业研究机构 Cox Automotive 指出,去年第四季度的年化销售速率已降至 1,560 万辆,较第三季度下降超过 5%,显示出市场增长动能明显不足。 高昂的生活成本和购车开支已成为年收入低于 15 万美元家庭的主要负担。Cox Automotive 预测,2026 年美国汽车销量将降至 1,580 万辆,这将是自 2022 年以来的首次年度萎缩。 数据显示,自 2019 年以来,高收入家庭的新车购买量增长了 45%,而年收入低于 7.5 万美元的家庭则暴跌了 30%。许多预算有限的消费者已彻底退出新车市场,转而选择购买二手车或继续使用旧车。 特朗普政府取消了联邦电动汽车税收抵免并实施了新的关税政策,汽车制造商目前通过自行消化成本或政府救济暂时维持了价格稳定 ______ 2. 委内瑞拉政局动荡引发避险情绪 受委内瑞拉总统马杜罗(Nicolas Maduro)被罢免这一地缘政治事件影响,全球市场周一出现波动,黄金与美元双双走高。现货黄金价格突破每盎司 4,400 美元,白银涨幅超过 3%,反映出投资者在动荡局势下对避险资产的需求。 与此同时,美元指数也创下自去年 11 月以来的最大单日涨幅。尽管地缘政治风险加剧,但市场对科技股的乐观情绪依然占据主导,纳斯达克 100 指数期货上涨 0.6%,美光科技和英特尔等芯片股在盘前交易中涨幅均超过 3%。 在能源市场,由于特朗普总统提出由美国主导复兴委内瑞拉石油工业的计划,雪佛龙(Chevron)股价在盘前一度飙升超过 7%,其他美国石油巨头也随之走高。 …

Market Beats | High Vehicle Prices Threaten to Dampen US Auto Sales in 2026; Gold Hits $4,400 as Maduro Ouster Fans Geopolitical Risk Amid Tech Rally; Saks Global Seeks $1 Billion Loan to Support Potential Chapter 11 Filing; Deutsche Bank Shares Trade Above Book Value for First Time Since 2008; Novo Nordisk Ignites Price War with Wegovy Weight-Loss Pill Launch; US Oil Stocks Surge as Trump Pledges Revival of Venezuelan Energy Sector; “Super Flu” Surge: US Influenza Levels Hit Post-Pandemic High

—— High Vehicle Prices Threaten to Dampen US Auto Sales in 2026; Gold Hits $4,400 as Maduro Ouster Fans Geopolitical Risk Amid Tech Rally; Saks Global Seeks $1 Billion Loan to Support Potential Chapter 11 Filing; Deutsche Bank Shares Trade Above Book Value for First Time Since 2008; Novo Nordisk Ignites Price War with Wegovy …

Market Beats | Saks Global CEO Resigns as Cash-Strapped Retailer Weighs Bankruptcy; Trump Super PAC Raises $102 Million in Second Half of 2025; Hedge Fund Results 2025: Millennium Outperforms Citadel for First Time Since 2020; Tesla Sales Fall for Second Year as BYD Takes Global Annual Lead; Strategy Inc. Faces Multi-Billion Dollar Loss in Fourth Quarter Results

—— Saks Global CEO Resigns as Cash-Strapped Retailer Weighs Bankruptcy; Trump Super PAC Raises $102 Million in Second Half of 2025; Hedge Fund Results 2025: Millennium Outperforms Citadel for First Time Since 2020; Tesla Sales Fall for Second Year as BYD Takes Global Annual Lead; Strategy Inc. Faces Multi-Billion Dollar Loss in Fourth Quarter Results …