GuShiio.com 1. Both China, the United States and Russia voted in favor, and the United Nations Security Council passed a resolution related to Ukraine;2. Putin: The output of rare earth products should be doubled and is willing to cooperate with partners including the United States;3. The German election created an awkward situation, and multi-party consideration promoted surprise legislation before the change;4. Anthropic launched Claude 3.7 Sonnet, its first hybrid reasoning model.
Cailian News, February 25 (Editor Shi Zhengcheng)Last night and this morning, just as Europe was pondering the impact of the German election, concerns surrounding the “demand for AI computing power” were brewing in the U.S. stock market again. Combined with the high uncertainty of Trump’s policies, risky assets (especially U.S. technology stocks) continued to fall under pressure, and spot gold and New York gold futures hit record highs
Unlike the overall market decline last Friday,。Faced with the news of Microsoft’s “decommissioning of its data center” and the company’s response,”AI concept stocks” such as Nvidia, power sectors, and data center operators that had increased significantly last year continued to decline. Some analysts also pointed out that Microsoft’s problems may be related to OpenAI’s shift to “Stargate” and the oversupply caused by aggressive booking power in the past, which may not be a common phenomenon in the entire industry.
For the US stock market this week,Nvidia’s after-hours earnings report on Wednesday and PCE inflation data before Friday will be the two most important obstacles. At the same time, with March approaching, Trump’s tariff twists and turns will also put pressure on the market.
In Europe, the German election also left a key question for the market:The extreme right and the extreme left together won just over one-third of the seats in the house, enough to hinder any reform of the “debt brake”. Merz, who is expected to become the next German chancellor, was revealed to be considering a relatively rare alternative: forcibly adjusting the “debt brake” or adding 200 billion euros in defense spending before the current House of Representatives leaves office.
This series of uncertainties also caused risk aversion to push spot gold high to US$2,956.15 per ounce in the day, which was the 11th time this year that hit a new high. Just before press time, the cryptocurrency market experienced a sharp decline, which was reported to be related to a bill by the South Dakota State Legislature to prevent the state government from investing in Bitcoin.
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[Both China, the United States and Russia voted in favor and the United Nations Security Council passed a resolution on Ukraine]
According to CCTV news reports, on February 24 local time, the United Nations Security Council voted on the draft resolution on Ukraine proposed by the United States. During the voting, 10 countries including China, the United States and Russia voted in favor, with 5 abstentions, and the resolution was passed.
It is understood that the resolution proposed by the United States in the Security Council is consistent with the draft resolution proposed earlier at the General Assembly, calling for a rapid end to the conflict and further urging a lasting peace between Ukraine and Russia.
During the voting at the United Nations General Assembly earlier on Monday, the United States voted against the resolution proposed by Ukraine, and eventually abstained because the resolution proposed by the United States was revised by European countries. This series of developments also clearly demonstrates the sudden change in the Trump administration’s position on the Russia-Ukraine issue.
[Putin: We should double the output of rare earth products and are willing to cooperate with partners including the United States]
On the 24th local time, Russian President Vladimir Putin presided over a rare earth industry development conference. He said that developing the rare earth industry is a necessary condition for improving Russia’s competitiveness in the international market and developing the most important economic industries, and the output of rare earth products should be doubled. Before 2030, Russia should build a full industrial chain for processing rare earth resources, which is necessary for the development of the economy and defense industry.
Putin also pointed out that Russia has more rare earth reserves than Ukraine, and Russia is willing to cooperate with relevant partners, including cooperation with the United States. He particularly emphasized that the possible mineral resources agreement between the United States and Ukraine has nothing to do with Russia.
[Berkshire’s share price hits record high]
In the state of suffering from market turmoil, operating profits were reported to surge last weekend, and cash was still in hand.Berkshire, which holds record cash reserves, rose 4% on Monday, continues to hit a record high.
(Berkshire A daily chart, source: TradingView)
[Apple announced that it will invest US$500 billion in the United States, including AI server factories]
On Monday (February 24) local time, Apple announced that it plans to invest US$500 billion and create 20,000 new jobs in the United States over the next four years. Apple said that the 20,000 new jobs will be mainly concentrated in the fields of research and development, silicon engineering and artificial intelligence. The company will work with partners to build a 250,000-square-foot manufacturing facility in Houston to produce servers for “Apple Intelligence”, which is expected to begin operations in 2026.
[Microsoft responds to “decommissioning data center”]
In response to investment bank research reports that Microsoft is decommissioning its data center in the United States, the company responded on Monday that there has been no change in capital expenditures of $80 billion this fiscal year, although “the pace of strategy may be adjusted in some areas or our infrastructure.” But the company will continue to grow strongly in all regions.
[Anthropic launches Claude 3.7 Sonnet, its first hybrid reasoning model]
Artificial intelligence startup Anthropic announced on Monday the launch of Claude 3.7 Sonnet, saying it is the first hybrid inference model on the market. It is reported that Claude 3.7 Sonnet can not only provide near-instant response, but also demonstrate a step-by-step detailed thinking process. API users can also finely control the thinking time of the model. In addition, the Claude Code command-line tool (research preview version) has been launched simultaneously, allowing developers to delegate important engineering tasks to Claude directly through the terminal.
