早餐 | 2025年5月16日

Group 1 - Federal Reserve Chairman Powell indicated a reassessment of key components of the 2020 monetary policy framework, suggesting that long-term interest rates may rise and "supply shocks" could become the new normal [1] - The U.S. April PPI increased by 2.4% year-on-year, which was below expectations, while the month-on-month change was -0.5%, marking the largest decline in five years [1] - U.S. April retail sales rose by 0.1% month-on-month, slightly exceeding expectations, but signs of weak consumer spending are emerging [1] Group 2 - Trump signed a $200 billion commercial agreement with the UAE to collaborate on building a 5GW data center in the UAE [1] - Qatar's sovereign wealth fund plans to invest $500 billion in the U.S. over the next decade as part of a "gift package" from Trump [1] - Iran expressed willingness to reach an agreement with the U.S., with a senior advisor stating that Iran would commit to never developing nuclear weapons in exchange for the lifting of U.S. sanctions [1] Group 3 - Hamas officials stated that they would hand over control of the Gaza Strip if a permanent ceasefire is achieved [1] - Alibaba's Q4 revenue grew by 7% year-on-year, which was below expectations, while Alibaba Cloud accelerated growth at 18%, and AI revenue has seen triple-digit growth for seven consecutive quarters [1] - Meta announced a delay in the release of its flagship AI model Behemoth, resulting in a more than 3% drop in its stock price [1] Group 4 - CoreWeave received a 7% stake from Nvidia and is set to provide $4 billion in cloud computing capacity to OpenAI [1] - Berkshire Hathaway significantly reduced its bank stock holdings in Q1, completely exiting its position in Citigroup, while maintaining its stake in Apple and doubling its holdings in a beer manufacturer, with some positions remaining confidential [1] - Walmart's Q1 sales increased by 2.5%, slightly below expectations, with the CFO warning that tariff price increases may begin this month [1]