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On the 7th, Trump stated that the United States must buy Greenland because of the so-called "economic security" and "protecting the free world." If Denmark refuses to sell to the United States, the tariffs on Danish exports to the United States will be very high. He also said that he does not rule out the use of military force to take control of Greenland and the Panama Canal.
In the past, old men were not fond of war...but old men are more fickle than women...war is a blow to all financial assets. But it is friendly to friends who hoard spot goods...no matter what they experience, everything will eventually return to calm, and everything will get better.
Microsoft plans to invest 80 billion yuan in computing power... OpenAI predicts that singularity is approaching, and the energy and computing power needs of many enterprises are skyrocketing... The computing power in our mining pool requires more energy demand. Chips with lower computing power consume more energy, and products that consume more energy require thermal management systems... Perhaps this will be the investment direction this year.