Domestic News:
1. The total box office for the 2026 Spring Festival film season exceeded 3.4 billion yuan.
2. The State Council's Safety Committee Office reported two fireworks explosion accidents, deploying full-chain safety supervision to resolutely curb the trend of frequent accidents.
3. Hong Kong's CK Hutchison Holdings made a negotiation request to Panama.
4. The Hong Kong SAR government is making every effort to promote Hong Kong as an international gold trading center, aiming to have gold storage exceeding 2,000 tons within three years.
International News:
1. Federal Reserve's Bostic: I think the neutral interest rate may be 0.25 to 0.5 percentage points lower than the current policy rate.
2. The US December core PCE price index annualized rate recorded 3%, a new high since February 2025. The preliminary value of the US fourth-quarter annualized real GDP growth rate recorded 1.4%, a new low since the first quarter of 2025. US GDP growth in 2025 is 2.2%, lower than the 2.8% in 2024.
3. OpenAI's 200-person team is developing AI devices, including a smart speaker.
4. Brazilian President Lula: Trade agreements between Brazil and India don't necessarily have to be settled in US dollars.
5. Indian Trade Minister: The US is expected to issue a notice this month reducing import tariffs to 18%.
6. US Tariffs: ① The US Supreme Court ruled the Trump administration's massive tariff policies illegal. ② The Supreme Court ruling could trigger tariff refunds exceeding $175 billion. ③ Trump called the Supreme Court's tariff ruling shameful and said he had "considered alternative plans" to deal with the impact of the ruling. ④ According to the prediction platform Kalshi, the market currently believes there is a 66% probability that the court will order Trump to refund tariffs before July 2026, a significant increase from the previous 30%.
7. Iran Situation: ① Trump confirmed he is considering a "limited military strike" against Iran. ② Iranian Foreign Minister: A draft agreement with the US will be finalized within three days. ③ Iranian Foreign Minister Araghchi stated that the US did not demand "zero uranium enrichment" from Iran during the Geneva talks. Iran did not propose a "zero enrichment" option.
8. Zelensky: A new round of talks on the Ukraine issue will be held within 10 days.
