誰是海豚研究？

Circle（紀要）：指引不包含 Arc 代幣預售相關，下季度更新

Circle：稀爛行情，穩定幣第一股照樣擴張

谷歌發日元債蓄力 AI 競速；阿里千問淘寶互通加碼智能購物賽道｜今日重要消息回顧

Block（紀要）：從 “應用” 公司轉為為 “AI” 公司

美版 “支付寶” Block：增長靠信貸，利潤靠裁員？

Airbnb（紀要）：也要做全品類入口？

Airbnb：短期業績沒問題，但遇上 “中年危機”？

Coinbase（紀要）：有信心夏末前完成法案落地

Coinbase：旱地已久，靜待政策 “及時雨”

CoreWeave（紀要）：推理算力消耗佔比已過半

Monster（紀要）：零糖組合仍是美國增長的重要貢獻者

Monster：產品週期 “煽風”，國際市場 “點火”，怪獸完成 “甜蜜” 轉身？

Coreweave: 算力好賣賺錢難，英偉達的 “小兵” 只是苦活命？

Unity（紀要）：Q2 指引未考慮 Runtime 數據的潛在拉動

AI 顛覆論陰影下，Unity 已穩步出坑

<p>US CPI expectations indicate a rise to 3.7% y/y headline inflation and 2.7% y/y core inflation. The report, set for release on May 12, may not cause significant market volatility as the Fed maintains current interest rates. USD/JPY is consolidating between 156.00 and 158.00, with potential upside if inflation exceeds expectations. Traders anticipate a 0.6% m/m increase in headline CPI and a 0.4% m/m rise in core CPI, reflecting growing price pressures amid geopolitical tensions in the Middle East.</p>

- The U.S. Consumer Price Index (CPI) report for April is expected to show an overall inflation increase of 3.7% year-over-year and core inflation of 2.7%.  
- As the Federal Reserve is likely to remain cautious before fall, the upcoming CPI release may not cause significant market fluctuations.  
- Traders are focusing on inflation pressures amid stable interest rate expectations, with the dollar/yen pair trading in a range between 156.00 and 158.00 ahead of the report.

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