谷歌将美国与中国、俄罗斯重新归类为“敏感国家”。在特朗普的“美国湾”评论CNBC的报告后，谷歌将美国与中国、俄罗斯一起重新归类为“敏感国家”：CNBC获悉，谷歌地图部门周一将美国重新归类为一个“敏感国家“，这是它为政府严格和边界争端的州保留的名称。将美国列入敏感国家名单的决定说明了科技公司在特朗普总统任期内面临的挑战。

Google reclassifies U.S. as ‘sensitive country' alongside China, Russia.Google reclassifies U.S. as ‘sensitive country' alongside China, Russia after Trump's 'Gulf of America' comments CNBC with the report: Google's maps division on Monday reclassified the U.S. as a “sensitive country,” a designation it reserves for states with strict governments and border disputes, CNBC has learned. The decision to elevate the U.S. to its list of sensitive countries illustrates the challenges Tech companies face in navigating the Trump presidency.

中国的DeepSeek R1 AI模型全面引发风险。中国的DeepSeek R1 AI模型引发了全面的风险。在没有其他重大新闻的情况下，这是昨天的主要交易主题。

China's DeepSeek R1 AI Model Sparked Risk-off Across the Board.China's DeepSeek R1 AI model sparked risk-off across the board. It was yesterday's main trading theme in absence of other major news.

天然气和石油预测：由于中国疲软的数据对需求造成压力，石油呈熊市趋势。由于中国疲软的数据和美国的制裁打击了需求，油价下跌。WTI和布伦特原油能否保持关键支撑，还是未来将出现更多下行？

Natural Gas and Oil Forecast: Bearish Trend in Oil as Weak China Data Weighs on Demand.Oil prices slide as weak Chinese data and U.S. sanctions hit demand. Can WTI and Brent hold key support, or is more downside ahead?

离岸人民币兑美元汇率跌至7.28左右，延续了前一交易日的跌幅，因为投资者对美国总统唐纳德·特朗普的关税威胁加剧感到担忧。周一晚些时候，特朗普宣布计划对包括计算机芯片、药品和钢铁在内的主要进口产品征收关税，以促进美国制造业的发展。这些事态发展加剧了人们对贸易紧张局势升级的担忧，在最近疲软的采购经理人指数数据突显的国内经济已经放缓的情况下，增加了人民币的压力。最新数据显示，1月份中国工厂活动意外收缩至49.1，低于50.1的预测，而服务业活动大幅放缓至50.2，低于12月份的9个月高点52.2。与此同时，中国人民银行在1月份通过三个月和六个月的反向回购向金融体系注入了创纪录的1.7万亿元人民币（2340亿美元），将人民币稳定置于进一步的政策宽松之上，这是自10月份引入该工具以来的最大规模操作。

The offshore yuan weakened to around 7.28 per dollar, extending losses from the previous session, as investors grappled with concerns over heightened tariff threats from US President Donald Trump. Late Monday, Trump announced plans to impose tariffs on key imports, including computer chips, pharmaceuticals, and steel, to boost US manufacturing. These developments have intensified fears of escalating trade tensions, adding pressure on the yuan amid an already slowing domestic economy highlighted by weak recent PMI data. Latest data showed that China's factory activity unexpectedly contracted to 49.1 in January, below the 50.1 forecast, while services slowed sharply to 50.2, down from December's 9-month high of 52.2. Meanwhile, the PBOC injected a record 1.7 trillion yuan ($234 billion) into the financial system in January via three- and six-month reverse repos, prioritizing yuan stability over further policy easing, marking the largest operation since the tool's introduction in October.