Market Overview - US stock indices showed mixed performance with the Dow Jones up 0.65%, Nasdaq down 0.18%, and S&P 500 up 0.41% [1] - The VIX index decreased by 4.24% to 17.83, indicating reduced market volatility [1] - The US dollar index fell by 0.23% to 100.83, while the yield on the 10-year Treasury bond dropped by 2.399% to 4.435% [1] - Spot gold increased by 1.96% to $3239.58 per ounce, while Brent crude oil fell by 1.87% to $64.58 [1] Industry & Stocks - In the industry sector, all S&P 500 sectors except semiconductors, which fell by 0.64%, recorded gains, with utilities and consumer staples leading at 2.13% and 2.05% respectively [3] - Chinese concept stocks mostly declined, with KWEB down 2.64% and Alibaba down 7.87%, reporting Q4 revenue growth of only 7% year-on-year [3] - Major tech stocks saw mixed results, with Microsoft up 0.23% and Nvidia down 0.38%. Berkshire Hathaway significantly increased its Alibaba holdings by 21 times while reducing its Nvidia stake [4][10] Focus on Companies - UnitedHealth Group's stock dropped by 10.93% amid an investigation by the US Department of Justice into its billing practices, which the company claims it was unaware of [5][6] - Walmart reported Q1 revenue of $165.6 billion, slightly below expectations, but adjusted EPS exceeded forecasts at $0.61. The company anticipates a 3.5% to 4.5% increase in net sales for Q2 [8] - Berkshire Hathaway's Q1 report revealed significant sell-offs in bank stocks, maintaining its position in Apple, while increasing stakes in other sectors like beverages and oil [9] Trade and Tariff Developments - Japan is seeking to hold a third round of trade negotiations with the US next week, while the EU and US are accelerating trade talks, aiming for greater tariff reductions than those with the UK [7] - Following recent tariff adjustments, container shipping rates from China to the US have surged, with bookings increasing by nearly 300% [12][13]

鲍威尔：需要重新考虑就业不足和平均通胀率的措辞 金十数据5月15日讯，美联储主席鲍威尔表示，他们认为重新考虑"就业不足"的措辞是合适的，这样美 联储就不会将低失业率本身视为通胀风险的信号。鲍威尔表示，"在上周的会议上，我们对平均通胀目 标也有类似的看法。我们将确保我们的新共识声明在广泛的经济环境和发展中是强有力的。"他的言论 表明，美联储可能会对一项策略进行大规模修改，该策略在一开始就被视为美联储的重大转变，即愿意 承担更多风险，以促进就业市场走强，并愿意在经历了一段时间的疲软后容忍更高的通胀。 ...

Core Viewpoint - Federal Reserve Chairman Powell indicated that officials agree on the need to reconsider the strategic language surrounding labor market slack and average inflation rates [1] Group 1 - The Federal Reserve is reassessing its approach to employment and inflation metrics, suggesting a potential shift in monetary policy strategy [1]