过去 2 小时跟踪了全网 435 条新闻消息，筛出 5 条值得关注的核心信号。美国 4 月 CPI 飙升至 3.8% 创三年新高，配合霍尔木兹海峡 10 亿桶的实物缺口，二次通胀已从预期变为物理现实。 1/ US CPI hits 3-year high as energy costs explode. Headline 4.0% data shows 3.8% YoY growth with energy inflation surging to 17.9%. Fed's Goolsbee calls the report 'worse than expected' as core services hit 0.45% monthly, effectively killing H1 rate cut hopes. $TSM $NVDA 2/ Global oil deficit reaches 1 billion barrels. ADNOC CEO warns the Hormuz blockade has created a massive physical supply gap that compounds daily. With WTI breaking $101 and Brent at $107, the market is finally pricing the structural failure of global energy transit. $CVX $XOM 3/ CME to launch AI compute futures. The world's largest derivatives exchange is partnering with Silicon Data to commoditize GPU rental rates. This shift turns AI compute from a capital expense into a hedgeable financial asset, validating the 'compute as the new oil' paradigm. $NVDA $AVGO 4/ Cerebras IPO at $5.5B valuation triggers OpenAI windfall. The chipmaker's listing could net OpenAI over $5B for its 11% stake as it seeks to diversify hardware supply. This establishes a clear valuation floor for custom AI silicon outside the NVIDIA monopoly. $MSFT $NVDA 5/ Treasury Secretary Bessent backs Bank of Japan's path. Meeting with PM Ishiba, Bessent signaled 'full confidence' in Governor Ueda and acknowledged that fundamentals will stabilize the Yen. This reduces the tail risk of a chaotic, uncoordinated global carry trade unwinding. $SONY $TM That's the signal from this window. With CPI and energy both breaking higher, is the Fed's 2% target officially dead? Repost if you're watching the same tape.

过去 2 小时跟踪了全网 197 条新闻消息，筛出 5 条值得关注的核心信号。Kevin Warsh 正式入局美联储，配合智利铜矿与中东原油的双重实物紧缩，全球宏观定价正从 '增长博弈' 转向 '硬资产封锁'。 1. Kevin Warsh confirmed for 14-year Fed term, clearing the path to Chair. Senate voted 51-45 to install the 'sound money' hawk, marking the end of the Powell era. Market must now price in a Fed that prioritizes financial stability and currency strength over liquidity bailouts. $TSM $NVDA 2. EIA extends Hormuz closure forecast through May with 10.8M bpd peak outage. Global inventories are projected to shrink by 2.6 million bpd in 2026, a massive revision from previous estimates. This is a structural supply shock that won't fully resolve until 2027. $FCX $CPER 3. Chile copper output collapses as Escondida reports 15.7% production drop. March data shows Codelco also down 9.98% YoY, proving that physical mining limits are overriding price incentives. The 'sell-the-news' metal trade is being dismantled by raw physical scarcity hitting the tape. $FCX $CPER 4. US DOE to inject billions into long-lead nuclear reactor components. As commercial power demand is set to surpass residential use for the first time in 2027, the government is treating baseload nuclear as a national security priority for the AI arms race. $CEG $URA 5. SpaceX and Google pivot to orbital data centers to solve grid constraints. Moving compute to space bypasses terrestrial power limits and cooling bottlenecks, marking a paradigm shift in AI infrastructure. If scalable, this redefines the capital expenditure ceiling for the entire sector. $GOOG $AVGO That's the signal from this window. With Chile output dropping 15% and Hormuz closed through May, are you still betting on a soft landing for inflation? Repost if useful.

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4 个月的时间，wlfi 在烧钱为 USD1 开拓市场方面，应该是累计花出去了超过 $1.15 亿美元 (WLFI 形式)。 包括 CEX (Binance、Bybit 等) 上 USD1 利率补贴、Aster 上活动补贴、链上借贷平台 (Dolomite) 利率补贴等。 $1.15 亿美元烧出了什么样的成绩？ ◎USD1 规模增加了 50% ($31.37 亿→$47.6 亿)，在美元稳定币中从第 7 名上升到现在的第 4 名。 超越了 USDe、PYUSD，目前仅次于 USDT、USDC、DAI。 ◎USD1 交易规模提升了 10 倍，从补贴前的日均 $2 亿交易量到目前的日均 $20 亿交易量。 受益于补贴吸引用户对 USD1 的持有与交易，还有 CEX 及 Perp DEX 对 USD1 作为保证金交易的支持。 $1.15 亿美元换来了 50% 的市值增长，以及 10 倍的使用规模，你觉得是否算是一笔划算的买卖？

4/ 这些数据都是公开的？ 是，美国规定管理超 1 亿美元资产的机构投资者必须在每个季度结束后的 45 天内，向 SEC 提交 13F 表格，披露其持有的股票 ETF 等资产，所以这些持仓都是公开可见的，只是存在滞后性 可以在 CapEdge 看到处理后更直观的哈佛持仓情况 👉

4月20日，四川省教育厅联合十五部门引发《四川省加强未成年人不良行为教育管理办法》的通知，明确要求任何组织个人不得以任何形式开展未成年人行为矫正活动。 自2006年1月，杨永信担任主任的“临沂市第四人民医院网络成瘾戒治中心”成立，到2026年四川省教育厅下发禁止开展此类活动的通知。 这一步迟到了整整二十年。

4月12日，eth回调到2176就是抄底点，为什么现在回踩到2160反而不能抄底？所处的阶段已经不同：4.12时日线快慢线开口往上，处于爬零轴的趋势，小时级别回调属于涨幅的修正，就是做多机会，所以能一夜从2176反弹到2395；现在是日线级别的快线已跌下零轴，小时级别需要重新筑底，所以当前短线上的反弹就站不稳，需要等日线或12小时级别出止跌信号后才能反攻。能站稳的反弹，回踩以接低多为主；不能站稳的反弹，反弹到阻力以做空为主。 2160是5日线boll中轨，周末只是暂时止跌，多头需要防范2160跌破后回踩2136/2112/2088支撑点，做多单趋势的，强平至少要在2000以下。而短线单36点以内都是无条件止损范畴，扛得动才扛，扛不动还扛，就不是聪明人。很简单的道理，如果你的强平是1700，那么到2000大关附近一定是要补仓的，想都不用想，这里的反弹一般最少是120-180点，而如果你的强平只在1960，如果回踩到2016你敢补仓吗？一定不敢。同理，空单被套在2200时，强平在2500，反弹到2460时，你敢补仓吗？一定也是不敢。这说明什么？如果做趋势，你的强平一定要远离最近的整数关口，这样才能在回调到它附近进行补仓反弹/回踩时找机会安全出局或由此反转了可以格局利润最大化。 周末2188/2196/2204/2214都有阻力。盘面弱的时候，再小的阻力都是阻力。突破2250就转多（空单防守点）。