下周必关注｜美以或恢复对伊朗军事行动；“鲍威尔时代”最后一份FOMC会议纪要公布（5.18-5.24）
- 核心观点：下周（5月18日-24日）市场将迎来多项关键事件，包括美联储“鲍威尔时代”最后一份FOMC会议纪要公布、英伟达财报、钱志敏洗钱案追偿截止与Coinbase上线AI股票永续合约等，这些事件可能对宏观经济、科技与加密市场产生重要影响。
- 关键要素：
- 美联储将于5月21日公布4月FOMC会议纪要，这是鲍威尔任期内最后一份纪要，将揭示委员会在沃什接任前的政策立场。
- 英伟达将于5月21日盘后公布财报，自3月低点以来股价涨36%，市场关注其能否维持增长并反映行业健康状况。
- 钱志敏洗钱案涉及6万枚比特币，受害人数超12.8万人，追偿申请截止日为5月22日，目前仅8.8%受害者提交申请。
- Coinbase将于5月18日上线四只AI基础设施股票永续合约（CBRS、TSMC、NBIS、BE），支持做多、做空与杠杆交易。
- VOOI因基础设施提供商终止链抽象方案，将于5月18日停止Light服务，用户需在截止前提取资金以免丢失。
- SpaceX最早下周提交IPO申请，计划募资达750亿美元，估值超2万亿美元，马斯克表示不会出售股份。
- 美以或最早下周恢复对伊朗军事行动，五角大楼已做好准备，选项包括更猛烈轰炸与特种部队地面进入。
Key Events Next Week
May 21
Fed to Release Final FOMC Meeting Minutes of the "Powell Era" on May 21;
Nvidia to Report Earnings on Thursday After US Markets Close;
May 22
Qian Zhimin Money Laundering Case: Over 120,000 Victims in Cross-Border Claims, Registration Deadline May 22;
Others (Exact Date TBD)
Sources: US and Israel May Resume Military Action Against Iran as Early as Next Week;
SpaceX May File IPO Publicly as Early as Next Week; Musk Says He Will Not Sell Any SpaceX Shares;
Trump Mobile: T1 Phones to Start Shipping Next Week;
Below is a preview of other notable events in the industry from May 18 to May 24.
May 18
Coinbase to List Perpetual Futures for Four AI Infrastructure Stocks on May 18
Odaily reports that Coinbase announced it will list perpetual futures for four AI infrastructure stocks on May 18, including Cerebras Systems (CBRS), Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC), Nebius Group (NBIS), and Bloom Energy (BE).
The exchange stated that the contracts support long/short positions, leverage, and 24/7 trading, and will be available to retail and institutional traders in regions meeting liquidity conditions.
VOOI to Discontinue VOOI Light Service on May 18 as Infrastructure Provider Terminates Chain Abstraction Solution
Odaily reports that VOOI, a decentralized exchange backed by YZi Labs, stated on X that due to OneBalance, its chain abstraction infrastructure provider, deciding to cease its Chain Abstraction (CA) solution, the VOOI Light service will be discontinued starting May 18. Users must close all open orders and withdraw funds from the designated page before May 18, otherwise funds may be lost. VOOI mentioned it is in talks with new providers and will publish additional instructions for VOOI stakers and airdrop recipients separately.
May 19
None
May 20
None
May 21
Fed to Release Final FOMC Meeting Minutes of the "Powell Era" on May 21
Odaily reports that at 2:00 AM on May 21, the Federal Reserve will release the minutes from the April 29 FOMC meeting, which will be the final set of minutes from the "Powell era." The minutes will detail the committee's stance before Warsh assumes the chairmanship.
Nvidia to Report Earnings on Thursday After US Markets Close
Odaily reports that Nvidia will report its earnings after the US market closes next Wednesday, which is the morning of May 21 Beijing time. This also marks the tail end of the first-quarter earnings season for US stocks.
As the world's most valuable company, Nvidia and other semiconductor stocks have been driving the broader market higher in recent weeks. Since hitting a low in March, Nvidia's stock price has risen 36%, while the Philadelphia Semiconductor Index has gained over 60% in the same period.
Allen Bond, portfolio manager at Jensen Investment Management, stated, "The market wants to see evidence from Nvidia justifying its stock price rally and proof that the company can continue to benefit from growth in data center spending. Investors will view this report as a signal for the health of the entire industry."
Yung-Yu Ma, Chief Investment Strategist at PNC Asset Management, pointed out that a key question for the market is whether competitors are eroding Nvidia's market share.
May 22
Qian Zhimin Money Laundering Case: Over 120,000 Victims in Cross-Border Claims, Registration Deadline May 22
Odaily reports that on February 16 and 17, 2026, the UK High Court held a two-day hearing on asset disposal related to the 60,000 Bitcoin money laundering case. According to statistics compiled by Caixin based on information disclosed during the hearing, over 11,300 Chinese victims plan to submit claims to the UK High Court. However, this represents only 8.8% of the total 128,409 victims.
May 23
Cardano NFT Marketplace JPG Store to Officially Shut Down on May 23
Odaily reports that the Cardano NFT marketplace JPG Store will be phased out, with the platform officially going offline on May 23.
May 24
None
Others (Exact Date TBD)
Sources: US and Israel May Resume Military Action Against Iran as Early as Next Week
Odaily reports that US sources say the Pentagon is preparing to resume military action against Iran, with the United States and Israel potentially restarting airstrikes against Iran as early as next week. US sources indicate that negotiations are currently at an impasse. Sources reveal that several US officials have stated that if the US decides to resume military strikes against Iran, options include more intense bombing of Iranian military and infrastructure targets. Another option is a ground incursion by special operations forces to seize Iranian nuclear materials. Hundreds of special operations personnel arrived in the Middle East in March. However, US officials acknowledge this option carries significant risks. Furthermore, since the ceasefire in early April, the US has re-armed warships and warplanes in the region. (CCTV News)
SpaceX May File IPO Publicly as Early as Next Week; Musk Says He Will Not Sell Any SpaceX Shares
Odaily reports that Elon Musk stated he will not sell any SpaceX shares. This comes amid reports that the company could publicly file for its long-anticipated IPO as early as next week. Musk wrote on X in response to a user's post, "I’m not selling a single share." The user had suggested he sell shares after the lock-up period expires. According to sources familiar with the matter, the rocket, satellite, and AI company could publicly file its IPO application as early as Wednesday. The company has already filed confidentially, planning to raise up to $75 billion at a valuation exceeding $2 trillion, which would make it the largest IPO in history.
Trump Mobile: T1 Phones to Start Shipping Next Week
Odaily reports that Trump Mobile announced the T1 phone will begin shipping next week. The shipping date for the T1 phone has been postponed multiple times, and customer support has been limited. The TRUMP token has fallen nearly 90% since its launch. Trump Mobile is a mobile virtual network operator (MVNO) without the independent capability to design and manufacture phones. Instead, it collaborates with external companies, selecting a phone model and repackaging it as a Trump-themed product. Solana similarly repackaged the Osom OV-1 when launching its first Saga phone. The physical appearance of the T1 phone is highly similar to the HTC U24 released in 2024. Neither HTC nor Trump Mobile has provided a definitive answer regarding the T1's actual manufacturer. Trump Mobile previously confirmed the phone undergoes final assembly in the US, but components are sourced from overseas.
