{
  "date": "2026年5月8日",
  "summary": {
    "headline": "AI芯片热潮推动纳指创历史新高，科技板块单日飙涨3.3%",
    "context": "美股周五收高，标普500涨0.84%至7398.93点、纳指暴涨1.71%至26247.08点创纪录新高，均实现连续六周上涨。强劲就业数据（4月新增11.5万就业超预期）叠加中东局势缓和希望抵消油价担忧。AMD市值突破7000亿美元、英伟达持续走强，半导体指数本周涨超10%年内涨幅达65%。对持有美股科技ETF的华人投资者而言是利好，但VIX升至17.19显示市场对通胀和利率担忧未消。",
    "sentiment": "bullish",
    "vix": "17.19"
  },
  "indices": [
    {
      "name": "S&P 500",
      "symbol": "SPX",
      "value": "7,398.93",
      "change": "+61.82",
      "change_pct": "+0.84%",
      "direction": "up"
    },
    {
      "name": "纳斯达克综合指数",
      "symbol": "IXIC",
      "value": "26,247.08",
      "change": "+440.88",
      "change_pct": "+1.71%",
      "direction": "up"
    },
    {
      "name": "道琼斯工业指数",
      "symbol": "DJI",
      "value": "49,609.16",
      "change": "+12.19",
      "change_pct": "+0.02%",
      "direction": "up"
    },
    {
      "name": "罗素2000小盘股指数",
      "symbol": "RUT",
      "value": "2,861.21",
      "change": "+21.58",
      "change_pct": "+0.76%",
      "direction": "up"
    },
    {
      "name": "上证综指",
      "symbol": "SSEC",
      "value": "4,180.09",
      "change": "+19.92",
      "change_pct": "+0.48%",
      "direction": "up"
    },
    {
      "name": "恒生指数",
      "symbol": "HSI",
      "value": "26,393.71",
      "change": "-229.57",
      "change_pct": "-0.87%",
      "direction": "down"
    },
    {
      "name": "日经225指数",
      "symbol": "N225",
      "value": "62,713.65",
      "change": "-119.19",
      "change_pct": "-0.19%",
      "direction": "down"
    },
    {
      "name": "德国DAX指数",
      "symbol": "GDAXI",
      "value": "24,338.63",
      "change": "-325.02",
      "change_pct": "-1.32%",
      "direction": "down"
    },
    {
      "name": "黄金现货",
      "symbol": "XAU",
      "value": "4,723.70",
      "change": "+12.80",
      "change_pct": "+0.27%",
      "direction": "up"
    },
    {
      "name": "WTI原油",
      "symbol": "CL",
      "value": "94.68",
      "change": "-0.13",
      "change_pct": "-0.14%",
      "direction": "down"
    },
    {
      "name": "比特币",
      "symbol": "BTC",
      "value": "80,288.56",
      "change": "+381.17",
      "change_pct": "+0.48%",
      "direction": "up"
    },
    {
      "name": "美元指数",
      "symbol": "DXY",
      "value": "98.24",
      "change": "+0.12",
      "change_pct": "+0.12%",
      "direction": "up"
    }
  ],
  "leaders": [
    {
      "name": "迈克尔·伯里",
      "name_en": "Michael Burry",
      "role": "《大空头》原型、Scion资产管理创始人",
      "quote": "感觉像1999-2000年泡沫的最后几个月",
      "body": "伯里5月初警告称当前AI股票狂热正重现互联网泡沫末期特征。他指出费城半导体指数本周飙涨超10%、年内涨幅达65%，与2000年3月科技股崩盘前的轨迹惊人相似。他认为'市场不是因为就业或消费者信心上涨，而是因为它们一直在涨——基于所有人都认为自己理解的两个字母（AI）'，提醒投资者警惕估值风险。",
      "tags": [
        "#估值泡沫",
        "#AI炒作"
      ],
      "initials": "MB",
      "quote_date": "5月初"
    },
    {
      "name": "杰米·戴蒙",
      "name_en": "Jamie Dimon",
      "role": "摩根大通CEO",
      "quote": "利率就像所有资产价格的重力",
      "body": "戴蒙在4月年度股东信中回应巴菲特1999年经典警告，强调当前高资产价格在短期令人愉快但蕴含风险。他警告通胀上升（无论是否衰退）可能推高利率，而高利率会对所有资产估值产生向下拉力。他指出当前经济依赖大量政府赤字支出和过去的刺激措施，一旦财政支持减弱增长可持续性存疑。",
      "tags": [
        "#利率",
        "#估值风险"
      ],
      "initials": "JD",
      "quote_date": "4月"
    },
    {
      "name": "沃伦·巴菲特",
      "name_en": "Warren Buffett",
      "role": "伯克希尔哈撒韦前CEO",
      "quote": "代表美国资本主义和美国本身的一切美好",
      "body": "巴菲特于5月初正式卸任伯克希尔哈撒韦CEO职位，由Greg Abel接任，震惊股东大会。95岁的巴菲特将继续担任公司董事但不再管理日常运营。摩根大通CEO戴蒙等商界领袖纷纷致敬，称其以'诚信、乐观和常识投资美国增长'。市场关注后巴菲特时代伯克希尔的投资策略是否会延续其经典价值投资理念。",
      "tags": [
        "#领导层变动",
        "#价值投资"
      ],
      "initials": "WB",
      "quote_date": "5月3日"
    },
    {
      "name": "杰罗姆·鲍威尔",
      "name_en": "Jerome Powell",
      "role": "美联储主席（任期至5月15日）",
      "quote": "我们需要看到更多通胀降温证据才会降息",
      "body": "鲍威尔在4月29日最后一次主席会议上宣布维持利率3.5-3.75%不变，并表示通胀预期已攀升至2.7%（2026年），降息前景显著恶化。他指出伊朗战争推高能源价格加剧通胀压力，期货交易员现预计利率全年持平甚至有小概率加息。鲍威尔意外宣布将留任联储理事至2028年任期结束，而非按惯例卸任主席后即离职，称此举是因特朗普政府法律攻击'让我别无选择'以捍卫美联储独立性。",
      "tags": [
        "#美联储",
        "#通胀"
      ],
      "initials": "JP",
      "quote_date": "4月29日"
    },
    {
      "name": "玛丽·安·巴特尔斯",
      "name_en": "Mary Ann Bartels",
      "role": "Sanctuary Wealth首席投资策略师",
      "quote": "标普500可能在3年内达到10000至13000点",
      "body": "巴特尔斯5月8日对CNBC表示，尽管当前标普500刚突破7400点，但强劲企业盈利和AI驱动投资可能在2029年前推动指数翻倍。她认为即使伊朗战争未解决，年底前指数仍可触及8000点。这一乐观预测基于科技板块持续扩张、企业利润率维持高位（约13%）以及AI应用从基础设施投资转向实际收入变现阶段。",
      "tags": [
        "#牛市",
        "#AI"
      ],
      "initials": "MAB",
      "quote_date": "5月8日"
    }
  ],
  "news": [
    {
      "title": "4月非农就业超预期新增11.5万，失业率持平4.3%引发加息预期",
      "body": "美国劳工部数据显示4月新增就业11.5万人，远超市场预期的6.5万人，失业率持平4.3%。这是连续两个月就业超预期，强化美联储鹰派委员'高利率更长时间'的言论。期货交易员现预计年底前利率维持不变，甚至有9.1%概率加息（昨日为0%）。分析师指出经济在高油价、粘性通胀和高利率多重逆风下仍创造就业、GDP增长、企业利润扩张，证明经济韧性远超'末日论者'预测。",
      "tldr": "就业强劲意味美联储短期不降息，持有债券或利率敏感股票的投资者需调低降息预期，科技成长股可能受益于经济韧性",
      "importance": "breaking",
      "tags": [
        "#非农就业",
        "#美联储"
      ]
    },
    {
      "title": "AMD市值突破7000亿美元，芯片股本周暴涨推动费城半导体指数年涨65%",
      "body": "AMD股价5月8日盘中触及历史新高，市值突破7130亿美元，本周涨幅20%近一个月涨幅接近90%。公司Q1财报EPS 1.37美元超预期1.29美元，营收102.5亿美元超预期99亿美元，AI芯片需求激增推动业绩暴涨。费城半导体指数本周涨超10%年内涨幅达65%，但迈克尔·伯里警告这与2000年3月科技股崩盘前轨迹惊人相似。台积电4月营收同比增17.5%、英伟达稳居AI芯片领导地位，整个供应链受益于数据中心建设热潮。",
      "tldr": "芯片股短期涨势凶猛但估值已高，追高需谨慎，长期看好AI基础设施投资者可考虑分批建仓或选择波动较小的ETF",
      "importance": "breaking",
      "tags": [
        "#AMD",
        "#芯片",
        "#AI"
      ]
    },
    {
      "title": "中美贸易战持续，美最高法院2月裁定总统无权用IEEPA征关税",
      "body": "美国最高法院2月20日裁定总统不能使用《国际紧急经济权力法》(IEEPA)征收关税，重创特朗普关税武器。但政府转用301条款发起新调查，针对中国产能过剩和强制劳动问题，听证会4-5月举行。中国商务部3月27日启动对美贸易措施的对等调查，指控其'阻碍绿色产品贸易'和'扰乱全球供应链'。分析师指出特朗普-习近平5月中旬峰会可能达成持久贸易协议，在此之前双方可能避免新一轮关税战。美对华关税目前维持145%（含多层叠加），178种机械设备豁免延长至11月。",
      "tldr": "中美紧张关系短期难解但峰会前可能保持克制，供应链依赖中国的美企和在华运营的美国公司需关注政策变化及合规风险",
      "importance": "breaking",
      "tags": [
        "#中美贸易",
        "#关税"
      ]
    },
    {
      "title": "亚马逊AWS北弗吉尼亚数据中心过热，Coinbase和FanDuel服务中断",
      "body": "亚马逊云服务(AWS)美东1区5月7日晚发生'热故障'，导致Coinbase加密货币交易所和FanDuel博彩平台服务受损。Coinbase核心服务正在恢复，但FanDuel用户长时间无法登录无法兑现场中投注。AWS控制全球三分之一云市场，此次单区故障凸显金融科技公司依赖单一云供应商的系统性风险。技术人员正引入备用冷却设备，预计数小时内完全恢复。这提醒投资者评估科技公司基础设施多元化和灾备能力。",
      "tldr": "云服务依赖单一供应商风险高，持有Coinbase、AWS重度依赖型科技股的投资者需关注其灾备和多云策略",
      "importance": "high",
      "tags": [
        "#AWS",
        "#云服务"
      ]
    },
    {
      "title": "美伊战争暂缓但油价高企，3月CPI同比涨3.3%创13个月新高",
      "body": "美国3月CPI环比上涨0.9%同比涨3.3%，为2024年5月以来最高水平，远超2月的2.7%。核心CPI（剔除食品能源）环比涨0.2%同比涨2.6%。伊朗战争导致霍尔木兹海峡封锁推动油价一度升至119.5美元/桶，尽管近日回落至100美元附近但仍比战前高40美元。密歇根大学5月初消费者信心指数跌至48.2，为近期新低，汽油价格飙升抑制消费支出。美联储官员警告通胀未继续向2%目标冷却反而加速，能源价格居高不下可能迫使央行延长限制性政策。",
      "tldr": "高通胀侵蚀实际购买力，华人家庭日常开支上升，投资上可考虑配置抗通胀资产如TIPS、能源股或房地产",
      "importance": "breaking",
      "tags": [
        "#通胀",
        "#CPI",
        "#中东局势"
      ]
    },
    {
      "title": "五大科技巨头财报季收官，苹果服务收入加速成最大赢家",
      "body": "苹果、微软、谷歌母公司Alphabet、亚马逊、Meta五大科技巨头Q1财报全部出炉。苹果Q2服务收入310亿美元同比增16%加速增长（Q1为14%），毛利率高达77%远超硬件39%，且资本支出仅43亿美元远低于同行，成为'不烧钱的AI赢家'。谷歌云收入200亿美元增63%、亚马逊AWS收入376亿美元增28%为15个季度最快增速，云业务成增长引擎。Meta和微软因AI支出飙升遭市场惩罚，Meta将2026年资本支出上调至1100-1250亿美元，微软单季资本支出预计362.5亿美元增60%。分析师称此季证明'如果不投资AI你已经落后'。",
      "tldr": "云计算和AI变现能力成分化关键，苹果高利润率低支出模式占优，Meta和微软短期承压但长期AI投资回报待验证",
      "importance": "breaking",
      "tags": [
        "#科技财报",
        "#苹果",
        "#云计算"
      ]
    },
    {
      "title": "鲍威尔卸任美联储主席但留任理事，称特朗普法律攻击'逼我留下'捍卫独立性",
      "body": "鲍威尔4月29日最后一次主席新闻发布会上意外宣布将留任联储理事至2028年1月任期结束，而非按惯例卸任主席后即离职。他表示此举因特朗普政府对其发起刑事调查等法律攻击'让我别无选择'，必须留下捍卫美联储独立性。当日FOMC会议出现4票反对（1992年以来最多），其中3票反对声明中'宽松倾向'措辞，显示委员会对政策方向分歧严重。特朗普提名的Kevin Warsh已通过参议院银行委员会，将于5月15日接任主席，面临'说服委员会采纳其政策观点'的艰巨任务。",
      "tldr": "美联储内部分歧加剧、独立性面临考验，投资者需警惕政策不确定性，债券市场和利率敏感板块可能波动加剧",
      "importance": "breaking",
      "tags": [
        "#美联储",
        "#鲍威尔",
        "#政治风险"
      ]
    }
  ],
  "macro": [
    {
      "indicator": "CPI YoY (3月)",
      "value": "3.3%",
      "prev": "2.7%",
      "direction": "up",
      "description": "3月CPI同比涨3.3%创13个月新高，环比涨0.9%主要受能源价格飙升推动，核心CPI同比涨2.6%"
    },
    {
      "indicator": "Core CPI YoY (3月)",
      "value": "2.6%",
      "prev": "2.6%",
      "direction": "flat",
      "description": "核心通胀持平于2.6%，环比上涨0.2%，显示剔除能源后价格压力相对温和但距美联储2%目标仍有距离"
    },
    {
      "indicator": "失业率 (4月)",
      "value": "4.3%",
      "prev": "4.3%",
      "direction": "flat",
      "description": "失业率持平4.3%，劳动参与率61.8%，就业人口比59.1%，显示劳动力市场稳健但增长放缓"
    },
    {
      "indicator": "非农就业新增 (4月)",
      "value": "115,000",
      "prev": "est. 65,000",
      "direction": "up",
      "description": "4月新增就业11.5万远超预期6.5万，连续两月超预期强化美联储鹰派立场，工资增速低于预期"
    },
    {
      "indicator": "PCE Price Index YoY (Q4 2025)",
      "value": "2.8%",
      "prev": "2.7%",
      "direction": "up",
      "description": "美联储偏好的通胀指标Q4升至2.8%，核心PCE持平2.9%，预计2026年平均2.9%后2027年回落至2.1%"
    },
    {
      "indicator": "初请失业金 (5月2日当周)",
      "value": "200,000",
      "prev": "190,000",
      "direction": "up",
      "description": "初请失业金20万人增加1万，四周移动平均20.325万下降4500人，续请失业金176.6万下降1万，劳动力市场温和放缓"
    },
    {
      "indicator": "GDP增速 (Q1 2026)",
      "value": "5.0%",
      "prev": "Q4 2025估计",
      "direction": "up",
      "description": "中国Q1 GDP同比增5.0%，但消费疲软（零售销售3月仅增1.7%）、汽车销售Q1跌9.1%，增长依赖基建投资和出口"
    },
    {
      "indicator": "生产率 (Q1 2026)",
      "value": "0.8%",
      "prev": "1.6% (Q4 2025)",
      "direction": "down",
      "description": "非农生产率Q1增0.8%低于预期1.1%，从Q4的1.6%大幅放缓，单位劳动成本增2.3%低于预期1.6%"
    }
  ],
  "earnings": [
    {
      "company": "Apple",
      "ticker": "AAPL",
      "report_date": "2026-04-30",
      "eps_actual": "2.01",
      "eps_est": "1.95",
      "beat": true,
      "revenue": "$111.2B",
      "highlight": "服务收入310亿美元增16%加速增长，毛利率77%，资本支出远低同行成'不烧钱AI赢家'，股价涨3%"
    },
    {
      "company": "Microsoft",
      "ticker": "MSFT",
      "report_date": "2026-04-30",
      "eps_actual": "4.27",
      "eps_est": "4.06",
      "beat": true,
      "revenue": "$82.9B",
      "highlight": "Q2资本支出362.5亿美元增60%，Azure云增长但AI应用收入变现压力大，股价承压因支出过高"
    },
    {
      "company": "Alphabet",
      "ticker": "GOOGL",
      "report_date": "2026-04-29",
      "eps_actual": "含376亿美元投资收益",
      "eps_est": "超预期",
      "beat": true,
      "revenue": "$50.5B",
      "highlight": "谷歌云收入200亿美元增63%为最快增速，年化营收超800亿美元，Gemini AI无缝整合搜索，2026资本支出预计超1150亿美元"
    },
    {
      "company": "Amazon",
      "ticker": "AMZN",
      "report_date": "2026-04-30",
      "eps_actual": "含168亿美元Anthropic投资收益",
      "eps_est": "超预期",
      "beat": true,
      "revenue": "Q1营收",
      "highlight": "AWS营收376亿美元增28%为15个季度最快增速，年化1500亿美元，宣布向企业开放物流配送网络冲击UPS和FedEx"
    },
    {
      "company": "Meta Platforms",
      "ticker": "META",
      "report_date": "2026-04-30",
      "eps_actual": "含80亿美元税收优惠",
      "eps_est": "剔除税收优惠后每股低3.13美元",
      "beat": false,
      "revenue": "广告业务增长",
      "highlight": "2026资本支出上调至1100-1250亿美元，扎克伯格称'AI投资看到核心业务回报但需继续大举投入'，股价承压"
    },
    {
      "company": "AMD",
      "ticker": "AMD",
      "report_date": "2026-05-06",
      "eps_actual": "1.37",
      "eps_est": "1.29",
      "beat": true,
      "revenue": "$10.25B",
      "highlight": "营收102.5亿美元超预期99亿美元，AI芯片需求激增，市值突破7000亿美元，本周涨20%近月涨90%"
    },
    {
      "company": "Intel",
      "ticker": "INTC",
      "report_date": "2026-05-01",
      "eps_actual": "0.29",
      "eps_est": "0.02",
      "beat": true,
      "revenue": "$13.58B",
      "highlight": "EPS大幅超预期，营收135.8亿美元超预期124.2亿美元，制程技术进步提振投资者信心，股价涨14%"
    },
    {
      "company": "台积电",
      "ticker": "TSM",
      "report_date": "2026-05-07",
      "eps_actual": "N/A",
      "eps_est": "N/A",
      "beat": true,
      "revenue": "NT$410.7B ($13.1B)",
      "highlight": "4月营收4107亿新台币（131亿美元）环比跌1.1%但同比增17.5%，先进制程需求强劲"
    }
  ],
  "sectors": [
    {
      "name": "科技",
      "name_en": "Information Technology",
      "etf": "XLK",
      "change_pct": "+3.27%",
      "direction": "up",
      "note": "AI芯片热潮推动单日暴涨，半数成分股上涨，AMD涨幅领跑，4月以来涨35%"
    },
    {
      "name": "通信服务",
      "name_en": "Communication Services",
      "etf": "XLC",
      "change_pct": "+1.8%",
      "direction": "up",
      "note": "谷歌母公司Alphabet和Meta财报提振，数字广告和流媒体增长强劲"
    },
    {
      "name": "非必需消费品",
      "name_en": "Consumer Discretionary",
      "etf": "XLY",
      "change_pct": "+1.2%",
      "direction": "up",
      "note": "亚马逊强劲财报推动，电商和云服务双引擎驱动，但Nike因转型放缓遭降级"
    },
    {
      "name": "金融",
      "name_en": "Financials",
      "etf": "XLF",
      "change_pct": "+0.8%",
      "direction": "up",
      "note": "利率曲线陡峭化提升银行净利息收入，投行业务复苏，但对降息预期降温"
    },
    {
      "name": "医疗保健",
      "name_en": "Health Care",
      "etf": "XLV",
      "change_pct": "-0.4%",
      "direction": "down",
      "note": "板块承压，制药公司面临定价压力，特朗普政府医药贸易协议要求降低Medicaid药价"
    },
    {
      "name": "工业",
      "name_en": "Industrials",
      "etf": "XLI",
      "change_pct": "-1.6%",
      "direction": "down",
      "note": "亚马逊开放物流网络冲击UPS和FedEx，GXO Logistics暴跌18%，航空货运承压"
    },
    {
      "name": "能源",
      "name_en": "Energy",
      "etf": "XLE",
      "change_pct": "-1.8%",
      "direction": "down",
      "note": "油价从高位回落，美伊和谈进展缓解供应担忧，但地缘风险仍支撑价格在95美元上方"
    },
    {
      "name": "材料",
      "name_en": "Materials",
      "etf": "XLB",
      "change_pct": "-1.9%",
      "direction": "down",
      "note": "领跌板块，工业金属和化工品需求担忧，中国制造业活动放缓拖累大宗商品"
    },
    {
      "name": "房地产",
      "name_en": "Real Estate",
      "etf": "XLRE",
      "change_pct": "+0.5%",
      "direction": "up",
      "note": "数据中心REITs受益于AI基础设施建设，但住宅和商业地产因高利率持续承压"
    },
    {
      "name": "公用事业",
      "name_en": "Utilities",
      "etf": "XLU",
      "change_pct": "-0.9%",
      "direction": "down",
      "note": "防御性板块跑输，高利率环境抑制资本密集型项目，但AI数据中心电力需求提供结构性支撑"
    },
    {
      "name": "必需消费品",
      "name_en": "Consumer Staples",
      "etf": "XLP",
      "change_pct": "-0.2%",
      "direction": "down",
      "note": "消费者信心下滑和汽油价格高企抑制支出，沃尔玛等零售商面临利润率压力"
    }
  ],
  "central_banks": [
    {
      "bank": "美联储",
      "bank_en": "Federal Reserve",
      "action": "维持利率3.50-3.75%不变",
      "next_meeting": "2026-06-17",
      "rate": "3.50-3.75%",
      "bias": "hawkish",
      "note": "4月会议4票反对创1992年来最多，鲍威尔强调需看到更多通胀降温证据，期货显示9.1%概率年内加息，Kevin Warsh将于5月15日接任主席"
    },
    {
      "bank": "欧洲央行",
      "bank_en": "European Central Bank",
      "action": "维持存款利率2.75%",
      "next_meeting": "2026-06-05",
      "rate": "2.75%",
      "bias": "neutral",
      "note": "欧元区通胀回落至2.3%接近目标，但能源价格上涨和美关税威胁构成下行风险，ECB保持观望可能6月降息"
    },
    {
      "bank": "中国人民银行",
      "bank_en": "People's Bank of China",
      "action": "维持1年期LPR 3.45%不变",
      "next_meeting": "2026-05-20",
      "rate": "LPR 1年期3.45%, 5年期3.95%",
      "bias": "easing",
      "note": "Q1 GDP增5%但消费疲软，央行通过降准和MLF操作提供流动性支持，地方政府专项债加速发行刺激基建投资"
    },
    {
      "bank": "日本银行",
      "bank_en": "Bank of Japan",
      "action": "维持政策利率0-0.1%",
      "next_meeting": "2026-06-13",
      "rate": "0-0.1%",
      "bias": "neutral",
      "note": "日元兑美元在149-152区间波动，BOJ保持超宽松立场支持经济复苏，但通胀率接近2%目标增加政策正常化压力"
    }
  ],
  "calendar": [
    {
      "date": "周二 5/13",
      "time_et": "8:30 AM ET",
      "event": "CPI (4月)",
      "impact": "high",
      "previous": "3.3% YoY",
      "forecast": "3.2% YoY"
    },
    {
      "date": "周二 5/13",
      "time_et": "2:00 PM ET",
      "event": "美国国债拍卖10年期",
      "impact": "medium",
      "previous": "收益率4.38%",
      "forecast": "市场关注需求"
    },
    {
      "date": "周三 5/14",
      "time_et": "10:00 AM ET",
      "event": "PPI (4月)",
      "impact": "medium",
      "previous": "3月数据",
      "forecast": "预计环比+0.3%"
    },
    {
      "date": "周四 5/15",
      "time_et": "8:30 AM ET",
      "event": "零售销售 (4月)",
      "impact": "high",
      "previous": "3月数据",
      "forecast": "环比+0.4%"
    },
    {
      "date": "周四 5/15",
      "time_et": "全天",
      "event": "Kevin Warsh正式就任美联储主席",
      "impact": "high",
      "previous": "鲍威尔任期结束",
      "forecast": "政策连续性受关注"
    },
    {
      "date": "周五 5/16",
      "time_et": "10:00 AM ET",
      "event": "密歇根大学消费者信心指数(初值)",
      "impact": "medium",
      "previous": "48.2",
      "forecast": "49.7"
    },
    {
      "date": "周二 5/20",
      "time_et": "盘后",
      "event": "英伟达(NVDA)Q1财报",
      "impact": "high",
      "previous": "上季超预期",
      "forecast": "市场高度关注AI芯片需求"
    },
    {
      "date": "5月中旬",
      "time_et": "待定",
      "event": "特朗普-习近平峰会(传)",
      "impact": "high",
      "previous": "中美贸易紧张",
      "forecast": "可能达成贸易协议"
    }
  ]
}