24小时环球政经要闻全览 | 5月23日

Market Overview - Major global stock indices showed mixed performance, with the Dow Jones Industrial Average at 41859.09, down by 1.35 points, and the Nasdaq at 18925.74, up by 53.09 points, reflecting a 0.28% increase [1]. Tax Legislation - The U.S. House of Representatives narrowly passed a comprehensive tax and spending bill that aligns with President Trump's policy agenda, potentially adding approximately $3.8 trillion to the federal debt over the next decade [2][3]. Education Policy Impact - The Trump administration has revoked Harvard University's ability to enroll international students, requiring current international students to transfer or lose their legal status [4]. Financial Forecasts - UBS raised its year-end target for the S&P 500 index from 5800 to 6000 and projected earnings per share for 2025 to increase from $250 to $260, with a further increase to $280 expected in 2026 [5]. Japanese Economic Policy - The Bank of Japan's Governor, Kazuo Ueda, refrained from commenting on short-term bond market trends, indicating a preference for patience amid rising long-term bond yields [6][7][8]. Nuclear Energy Developments - President Trump is expected to sign an order related to nuclear energy, which has positively impacted stocks of companies involved in uranium supply [9]. Apple Inc. Innovations - Apple plans to launch smart glasses by the end of 2026 to compete in the AI-enhanced device market, while also beginning production of prototypes with overseas suppliers by the end of this year [10][11][12]. AI Model Advancements - Anthropic has released its most powerful AI model, Claude 4, which is designed to perform complex tasks and analyze multiple data sources, marking a significant advancement in AI capabilities [13][14]. OpenAI's Expansion Plans - OpenAI is exploring data center locations in the Asia-Pacific region, joining a competitive landscape for AI infrastructure development, with plans for a large data center project in Abu Dhabi [15][16]. Cryptocurrency Trading Innovations - Kraken is set to allow non-U.S. customers to trade popular stocks like Apple and Tesla in tokenized form, enabling continuous trading even when U.S. markets are closed [17]. Antitrust Investigations - Google is under investigation for a potential antitrust violation related to its agreement with Character.AI, as regulatory scrutiny increases over tech mergers and acquisitions [17].