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.

Chinese construction workers generally lack safety awareness while working, and their protective measures are also very poor. 中国建筑工人在工作的时候普遍缺乏安全意识。

A child found an on-duty special police officer to be their 'top-tier helper' and happily won a plush toy. #HeartwarmingMoments# #ChildlikeMoments# #StreetWarmth# #HappyMoments# 小朋友找執勤特警擔任「頂級外援」，成功獲得毛絨公仔。#暖心瞬間# #童趣時光# #街頭溫情# #開心時刻#

🇨🇳🇷🇺The Chinese say that friends and neighbors get closer and closer together.习近平：中国人讲，朋友邻居越走越亲，越走越近。#总书记风采# #元首外交# #中俄关系#

The Chinese are mocking Trump. He's basically ripped off his base. Again. What a fucking bandit. 我今日发现咗一件好搞笑嘅事。特朗普竟然推出咗一部叫做“T1 Phone”嘅“特朗普手机”，话要挑战 iPhone，而且仲宣传话系“美国制造”。但后来有好多科技记者调查之后，怀疑其实只系一部中国 OEM 工厂代工、换咗牌子嘅 Android 手机。😂 最搞笑嘅地方系： - 好多人已经付咗订金， - 但发售日期一拖再拖， - 网站仲悄悄改咗“美国制造”嘅讲法， - 而家甚至有报道话，条款已经写明买家唔一定会收到部手机。 网上好多人都笑，如果最后发现呢部“America First 特朗普手机”其实一直都系中国制造，就真系超级讽刺。😄 你喺中国有冇听过啲工厂或者八卦消息，讲过有生产“特朗普手机”呀？[Lol][Lol][Lol][Lol][Lol][Lol][Lol]