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1. Capital Group US: Tariffs and a weak job market may still drag down US economic growth in the first half of the year. 2. Citi: At this stage, tariffs are unlikely to cause a serious shock to global growth or inflation, and the risk of economic recession is low. 3. BNP Paribas: Tariff increases, a more accommodative fiscal stance, and stricter immigration policies could all exacerbate inflationary pressures in the US economy. 4. BCA Research: The market overestimates the likelihood of the US Supreme Court overturning import tariffs. US tariff revenues are expected to increase in 2026. 5. ABN AMRO: The Supreme Court's ruling will not be a turning point. Even if the court rules these tariffs illegal, the Trump administration still has various alternatives. 6. Lazard Asset Management: Tariff increases could push up US inflation in the first half of 2026, while stricter immigration enforcement would reduce labor supply and suppress GDP growth. 7. Columbia Threadneedle: Although some economists believe tariffs are a one-time price adjustment, they are more likely to cause sustained inflationary pressure in 2026. 8. Capital Economics: Although the Supreme Court may overturn parts of the Trump tariffs, the government's reliance on tariff revenue is deepening, and authorities will seek to maintain trade barriers. 9. Barclays Private Bank: US reciprocal tariffs bring in nearly $300 billions in revenue annually. If a Supreme Court ruling causes the government to lose this pillar, fiscal policy will have to adjust. 10. Macquarie Bank: There is expected to be a lag of nine to eighteen months between the announcement of tariffs and their economic impact, meaning that tariffs imposed this year may have the most significant economic effect in the first half of 2026. 11. Lombard Odier: The impact of tariffs will continue to be significant in 2026, raising costs for US consumers. Even if the Supreme Court rules some current US tariffs invalid, the government is expected to quickly reimpose them under other legal grounds.

According to Golden Ten Data on January 2, Jens Naervig Pedersen, a foreign exchange and interest rate strategist at Danske Bank, stated in a report that global market liquidity is expected to remain light this week but may rebound next week. The strategist pointed out: "Looking ahead, as more economic data is released, market liquidity should improve next week." Key data next week includes important U.S. labor market figures, such as the December non-farm payrolls report to be released on January 9 and the ISM survey. During the year-end period, many market participants take vacations or close positions, which usually results in lower market liquidity.

1. The Big Short's Michael stated at the beginning of the month that Tesla's "valuation is ridiculously high," but said he has not shorted it. 2. China Passenger Car Association: From December 1 to 28, national retail sales of new energy passenger vehicles reached 1.192 million units, a year-on-year increase of 5%. 3. Tesla has significantly reduced electric vehicle prices in South Korea, with the maximum reduction reaching $6,490. 4. Tesla's global Supercharger network has surpassed 75,000 units, delivering a record-high 6.7 TWh of electricity throughout 2025. 5. Xiaomi Auto responded to the removal of some YU7 configurations: optimizing production processes, with no impact on after-sales service. 6. National standards for automotive solid-state batteries are soliciting public opinion, and the term "semi-solid-state battery" has been removed. 7. JCET's automotive-grade chip packaging and testing factory has started production lines, accelerating mass production and product introduction. 8. Chery once again denied cooperation with Dreame: both parties have not signed a cooperation agreement. 9. Shanghai: In 2026, the purchase of non-operational new energy vehicles will be granted a dedicated license quota free of charge. 10. Heilongjiang: New energy vehicles can receive a subsidy of up to 15,000 yuan, and digital products can receive a subsidy of up to 1,500 yuan. 11. EVE Energy: The 21GWh large cylindrical passenger car power battery project has been postponed to December 31, 2027. 12. Lithium battery industry prices are rising across the board: reports indicate that the shortage of power batteries has eased, but energy storage batteries remain scarce.