金十数据整理：美国4月CPI报告看点一览 1. 通胀率降至近年新低——整体CPI年率降至2.3%，核心CPI年率持平于2.8%。两项指标均创下2021年 春季通胀全面爆发以来的最低增速。 5. 市场对数据反应温和——CPI数据公布后，现货黄金小幅走高后回落，美债延续涨势但波幅有限；美 股三大股指开盘涨跌不一，此后持续震荡走高，纳指涨逾1%。 2. 月率涨幅低于预期——整体CPI月率及核心CPI月率均上涨0.2%，低于市场预期的0.3%。与往常一 样，居住成本涨幅占整体月率的一半以上；家居用品、医疗护理及车险价格则推动了核心月率上涨。 3. 关税影响初现但尚不明显——家居用品和音响设备价格飙升8.8%（创下有史以来最大单月涨幅）或 初步反映关税影响，但经济学家表示全面影响仍待观察，后续数据或能更明显地反映出关税影响。 4. 食品与能源价格走势分化——美国4月杂货价格下降0.4%，其中鸡蛋价格暴跌12.7%，创1984年以来 最大跌幅。这印证了特朗普的部分说法，但能源成本上涨0.7%与其主张相悖。经季调后汽油价格微 降，而天然气价格大幅跳涨。 ...

Group 1: Economic Indicators - US inflation rate fell below expectations again, leading to mixed performance in major stock indices with Nasdaq up 0.27%, Dow down 0.4%, and S&P 500 up 0.08% [1] Group 2: Company News - Tesla released a video of its humanoid robot Optimus dancing, showcasing improvements in its "Sim-to-Real" training code through reinforcement learning [2] - Robinhood announced an agreement to acquire Canadian cryptocurrency company WonderFi for CAD 0.36 per share, with the deal expected to close in the second half of the year [3] - UnitedHealth Group appointed Stephen J. Hemsley as CEO, effective immediately, and suspended its 2025 outlook due to higher-than-expected medical spending, with growth expected to resume in 2026 [4] - JD Group reported Q1 2025 revenue of RMB 301.1 billion, a 15.8% increase year-over-year, with net profit of RMB 10.9 billion compared to RMB 7.1 billion in Q1 2024 [5] - SoftBank Group reported a net profit of JPY 1.15 trillion for FY 2024, with the Vision Fund posting a loss of JPY 115.02 billion [6] - Under Armour reported a net loss of USD 201 million for FY 2025, with revenue declining 9% to USD 5.2 billion, and expects a further revenue decline in Q1 2026 [7]

智通财经5月12日电，美联储理事库格勒表示，通胀率仍高于美联储2%的目标。非住房市场服务的通胀 率在三月仍维持在3.4%，表明持续存在的通胀压力。 美联储理事库格勒：通胀率仍高于美联储2%的目标 ...

美联储理事库格勒：通胀率仍高于美联储2%的目标。非住房市场服务的通胀率在三月仍维持在3.4%， 表明持续存在的通胀压力。 ...

卢旺达4月通胀率为6.3%。 ...

智通财经5月10日电，卢旺达4月通胀率为6.3%。 ...

必须确保关税不会导致持续的通货膨胀。 或许可以容忍更高的通胀率，以降低就业成本。 要让硬数据显示出政府政策变化，尚需时日。 美国克利夫兰联储主席Beth Hammack：货币政策只有温和的限制性。 ...

美联储的威廉姆斯：市场似乎相信美联储将把通胀率拉回2%。 ...

美联储威廉姆斯：通胀率将回归到2%。 ...

Group 1 - The core viewpoint is that the Bank of Japan (BOJ) is likely to resume interest rate hikes if the economy meets expectations, indicating a high probability of rate increases after two pauses [1][3] - The BOJ is closely monitoring price trends due to high global economic uncertainty, which has influenced its recent decisions to pause rate hikes [1][3] - Japan's inflation rate is currently at 3.6%, with core CPI at 3.2%, indicating a high inflation environment that necessitates continued interest rate increases [4] Group 2 - The BOJ's monetary policy is the key factor determining the direction of the Japanese yen, with projected rate hikes of 20 basis points in March 2024, 15 basis points in July 2024, and 25 basis points in January 2025 [3] - The divergence in monetary policy between Japan and the U.S. suggests that the yen could benefit during a period of dollar weakness, as Japan's inflation remains elevated while the U.S. is reducing rates [4] - The USDJPY is currently in a significant bearish trend, with recent lows at 146.5 and 139.8, but has entered a rebound phase since April 22, 2024 [6]