GuShiio.com ① The presidents of the United States and Russia spoke on the phone. Trump: The call was fruitful;
② U.S. intelligence agencies believe that Israel is considering attacking Iran’s nuclear facilities within the year;
③OpenAI cancels the independent release of the o3 model and will launch GPT-5 that integrates multiple technologies in the future;
④ OPEC will maintain the growth rate of global crude oil demand unchanged this year and next.
Overnight stock market
Most of the world’s major indices closed higher on Wednesday, with only the three major U.S. stock indexes rising slightly, while the Dow and the S & P 500 both closed slightly lower.
Data released on Wednesday showed that the U.S. CPI increased by 3% year-on-year in January, with a forecast growth of 2.9%, compared with the previous value of 2.9%. In January, CPI increased by 0.5% month-on-month, with a forecast growth of 0.3%, compared with the previous value of 0.4%.
The core consumer price index in the United States increased by 3.3% year-on-year in January, with an estimated 3.1%, compared with the previous value of 3.2%. In January, the core consumer price index increased by 0.4% month-on-month, with an estimated 0.3%, compared with the previous value of 0.2%.
commodity market
WTI March crude oil futures closed down 2.66% at US$71.37/barrel; Brent April crude oil futures closed down 2.36% at US$75.18/barrel.
COMEX gold futures closed down 0.18% at US$2,927.3 per ounce;COMEX silver futures rose 1.17% at US$32.7 per ounce.
market news
[US and Russian presidents call Trump: The call was fruitful]
U.S. President Trump said that on February 12 local time, he had a long and very fruitful telephone exchange with Russian President Vladimir Putin. The two sides discussed Ukraine issues, the Middle East, energy, artificial intelligence, the power of the dollar and many other topics. Trump said the two sides wanted to end the Russia-Ukraine conflict and agreed to work closely, including visiting each other’s countries. The two sides also agreed to let their respective teams start negotiations immediately and would first contact Ukraine President Zelensky to inform him of the content of the call. Trump said he had asked the U.S. Secretary of State, the Director of the CIA, the National Security Adviser and the Special Envoy for the Middle East Witkov to lead the negotiations, and Trump firmly believed that these negotiations would be successful.
According to information announced by Russian Presidential Press Secretary Peskov on the evening of the 12th, Russian President Vladimir Putin had a phone conversation with US President Trump, which lasted nearly an hour and a half. Putin and Trump discussed the Middle East peace process and Russia-US bilateral relations. Putin also invited Trump to visit Moscow. Putin agreed with Trump on achieving a long-term solution to the Ukraine issue through negotiations. Putin told Trump that he was willing to receive U.S. officials in Russia, including relevant officials discussing Ukraine issues. Putin also stressed the need to eliminate the root causes of conflicts.
[Zelensky and Trump discuss the possibility of achieving peace in Mandarin]
Zelensky said on his official social platform that day that he had just had a phone conversation with US President Trump. The two sides discussed the possibility of achieving peace and the willingness of the two countries to work together at the team level. In addition, issues including drone production were discussed. Zelensky said that during the call, he also discussed the meeting with U.S. Treasury Secretary Basent and the preparations for the U.S. -Uzbekistan economic, security and resource cooperation agreement. Trump introduced the phone call with Putin. Zelensky also said that the two sides agreed to conduct further contacts and talks.
[Trump: Ukraine’s accession to NATO is “unrealistic”]
U.S. President Trump said on February 12 local time that he had not yet promised to visit Ukraine and believed that Ukraine’s accession to NATO was “unrealistic.” He also said it was unlikely that Ukraine would regain all its land. Trump also said on the same day that in a phone call with Putin, Putin expressed his desire to end the war completely, rather than resuming conflict between Russia and Ukraine six months later.
[Trump signs an executive order that U.S. diplomats must perform their duties under his guidance and authorization]
U.S. President Trump issued an executive order on diplomatic relations on February 12 local time. The statement stated that all officials or employees responsible for implementing U.S. foreign policy must act under the direction and authorization of the president, and failure to faithfully implement the president’s policies will be subject to professional disciplinary sanctions, including dismissal.
[U.S. intelligence agencies believe Israel is considering attacking Iran’s nuclear facilities this year]
The Wall Street Journal quoted unnamed sources familiar with the matter as saying that U.S. intelligence agencies concluded at the end of the Biden administration that Israel was planning to strike Iran’s nuclear facilities this year. Intelligence analysis suggests that Israel will push the Trump administration to provide support, believing that he is more likely to participate in the strike than former President Biden.
[OPEC maintains global crude oil demand growth unchanged this year and next]
The OPEC monthly report predicts that global crude oil demand growth in 2025 is expected to be 1.45 million barrels per day, compared with the previous forecast of 1.45 million barrels per day. The growth rate of global crude oil demand in 2026 is expected to be 1.43 million barrels per day, compared with the previous forecast of 1.43 million barrels per day.
[OpenAI cancels the independent release of the o3 model and will launch GPT-5 that integrates multiple technologies in the future]
On Wednesday (February 12) local time, Altman, CEO of artificial intelligence (AI) research company OpenAI, announced that OpenAI will launch a model called GPT-5 in the next few months, which will integrate a large number of OpenAI technologies, including o3, and be used in the chat robot ChatGPT and the API platform. As a result, OpenAI no longer plans to release o3 as a stand-alone model.
According to Altman’s post, before the launch of GPT-5, OpenAI plans to release a GPT-4.5 model, codenamed “Orion”, in the next few weeks. Altman said this will be OpenAI’s last “non-chain model”. Unlike o3 and other OpenAI reasoning models, non-thought chain models tend to be less reliable in fields such as mathematics and physics.
[Insider: Apple will expand TV+ to Android phones in an effort to expand the number of users]
According to people familiar with the matter, Apple is set to announce the first expansion of its TV+ streaming video service to Android phones.
Apple will launch an Android app for TV+ as early as Wednesday, people familiar with the matter said. Apple TV+, launched in 2019, has been used on Apple’s own operating system and third-party TV platforms such as Roku.
The move marks a rare opportunity for Apple to provide services on rival Google’s Android system. Although Apple does provide music services through Android apps, it often tries to keep customers within Apple’s own product ecosystem. This suggests Apple is trying to increase the appeal of TV+ and challenge streaming services such as Netflix and Disney+.
Although the iPhone maker has launched some hits on its platform, industry estimates suggest its audience numbers lag far behind some large platforms. Apple has never disclosed TV+ user or revenue data.
[Intel surged more than 7.2% Baird said the company may have a joint venture with TSMC wafer factory]
Intel extended its gains on Wednesday, closing up 7.2%.
Analyst Tristan Gerra wrote that although the news has not been confirmed and will take a long time to complete, the project has its legitimacy. Baird has a neutral rating on Intel stocks with a price target of $20.
[Nissan Motor and Honda Motor will end merger talks on Thursday]
Nissan Motor and Honda Motor will make decisions at their (respective) board meetings on February 13. The two sides decided to suspend merger negotiations and the two companies will hold separate press conferences.
[Google CEO: ‘Useful’ quantum computers will appear in 5-10 years]
Google CEO Pichai said at the World Government Summit in Dubai on February 12 that it will take five to 10 years for a “practical” quantum computer to be “practical”.”Quantum moments remind me of artificial intelligence in the 2010s, when we were developing the Google brain and made early progress,” Pichai said.
