Domestic News:
1. The State Administration for Market Regulation has launched an investigation into Ctrip Group.
2. Shanghai: By 2027, high-level autonomous driving applications will be implemented on a large scale.
3. Three departments held a symposium with new energy vehicle companies: resolutely resisting disorderly "price wars".
4. The Ministry of Finance held a video conference to promote the nationwide implementation of a package of policies to boost domestic demand through fiscal and financial coordination.
5. The People's Bank of China: On January 15, it will conduct 900 billion yuan of outright reverse repurchase operations with a term of 6 months (181 days).
6. Announcement: The State Council Information Office will hold a press conference on January 15 on the effectiveness of monetary and financial policies in supporting the high-quality development of the real economy.
7. Three departments: Taxpayers who sell their own housing and repurchase housing on the market within one year of the sale will receive a tax refund.
International News:
1. Microsoft's investment in Anthropic AI is reportedly expected to reach $500 million.
2. The United States will suspend all visa processing for 75 countries starting January 21. 3. Spot silver broke through the $90/ounce mark for the first time, setting a new record high, with a year-to-date gain of nearly 26%.
4. US Republicans: Powell may miss his biannual congressional hearings due to the Justice Department's investigation.
5. OPEC maintained its 2026 global oil demand growth forecast at 1.38 million barrels per day, and projects 1.34 million barrels per day in 2027.
6. US November PPI rose slightly month-on-month, retail sales growth exceeded expectations, and the third quarter recorded the smallest trade deficit since the second quarter of 2023.
7. Federal Reserve - ① Kashkari: Trump's threats are actually a monetary policy issue; there is no need for a rate cut in January. ② Paulson: The current federal funds rate level is still slightly tight. A small rate cut later this year may be more appropriate.
8. Iran situation - ① Iran ignored Trump's warnings, hinting at swift trials and executions of protesters. ② US officials said the US is withdrawing personnel from several major bases in the Middle East. ③ British media: The Trump administration has obtained a list of 50 high-value Iranian military targets. ④ US military aircraft fly along the Iranian border.
