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
The Federal Reserve will release the final FOMC meeting minutes of the "Powell era" on May 21;
Nvidia will report earnings after the US stock market close on Thursday Beijing time;
May 22
Cross-border claims in Qian Zhimin money laundering case exceed 120,000 victims, registration deadline for compensation is May 22;
Others (Exact Time TBD)
Sources: US and Israel may resume military operations against Iran as early as next week;
SpaceX may publicly file for IPO as early as next week, Musk says he will not sell any SpaceX shares;
Trump Mobile: T1 phones to start shipping next week;
A preview of other notable events in the industry from May 18 to May 24 is as follows.
May 18
Coinbase will list perpetual contracts for four AI infrastructure stocks on May 18
Odaily Planet Daily News Coinbase announced that it will list perpetual contracts for four AI infrastructure stocks on May 18, including Cerebras Systems (CBRS), TSMC (TSMC), Nebius Group (NBIS), and Bloom Energy (BE).
The company stated that the relevant contracts support going long, going short, leverage, and 7×24 hour trading, and will be open to retail and institutional traders in regions meeting liquidity conditions.
VOOI will discontinue VOOI Light service on May 18 as its infrastructure provider terminates chain abstraction solution
Odaily Planet Daily News VOOI, a decentralized exchange supported by YZi Labs, announced on X platform that due to the decision of chain abstraction infrastructure provider OneBalance to stop its chain abstraction (CA) solution, VOOI Light will cease service 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 stated it is onboarding new providers, and additional instructions for VOOI stakers and airdrop claimants will be announced separately.
May 19
None
May 20
None
May 21
The Federal Reserve will release the final FOMC meeting minutes of the "Powell era" on May 21
Odaily Planet Daily News On May 21 at 2:00 AM, the Federal Reserve will release the minutes of the April 29 FOMC meeting, which are also the final minutes of the "Powell era." The minutes will detail the committee's stance before Warsh assumes the chairmanship.
Nvidia will report earnings after the US stock market close on Thursday Beijing time
Odaily Planet Daily News Nvidia will report its earnings after the US stock market closes next Wednesday (morning of May 21 Beijing time), marking the near-end of the US first-quarter earnings season.
As the world's most valuable company, Nvidia and other semiconductor stocks have been driving the broader market higher in recent weeks. Since its low in March, Nvidia's stock price has risen 36%, while the Philadelphia Semiconductor Index has surged over 60% in the same period.
Allen Bond, portfolio manager at Jensen Investment Management, said: "The market wants to see evidence from Nvidia that justifies its stock price appreciation and proves the company can continue to benefit from the growth in data center spending. Investors will view this earnings report as a signal for the overall health of the industry."
Yung-Yu Ma, chief investment strategist at PNC Asset Management, noted a key question for the market is whether competitors are eroding Nvidia's market share.
May 22
Cross-border claims in Qian Zhimin money laundering case exceed 120,000 victims, registration deadline for compensation is May 22
Odaily Planet Daily News On February 16 and 17, 2026, the UK High Court held a two-day hearing on asset disposal in the 60,000 Bitcoin money laundering case. Caixin reported, based on information disclosed in the hearing, that over 11,300 Chinese victims plan to submit compensation claims to the UK High Court. However, this accounts for only 8.8% of the total 128,409 victims.
May 23
Cardano NFT marketplace JPG Store will officially go offline on May 23
Odaily Planet Daily News Cardano NFT marketplace JPG Store will be gradually phased out, with the platform officially going offline on May 23.
May 24
None
Others (Exact Time TBD)
Sources: US and Israel may resume military operations against Iran as early as next week
Odaily Planet Daily News US sources say the Pentagon is preparing to resume military operations against Iran, with the US and Israel potentially restarting military strikes against Iran as early as next week. US sources indicate that negotiations are currently at a standstill. Reports show that multiple US officials have revealed that if the US decides to resume military strikes against Iran, one option is more intense bombing of Iranian military and infrastructure targets; another option is a ground incursion by special operations forces to seize Iran's nuclear materials. Hundreds of special operations forces 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-ammunitioned warships and warplanes in the region. (CCTV News)
SpaceX may publicly file for IPO as early as next week, Musk says he will not sell any SpaceX shares
Odaily Planet Daily News Elon Musk stated that he will not sell any of his SpaceX shares. This follows reports that the company may publicly file for its long-anticipated IPO as early as next week. Musk wrote on X platform 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. According to sources, the rocket, satellite, and AI company could publicly file for its IPO as early as Wednesday. The company has already confidentially filed, 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 Planet Daily News Trump Mobile announced that T1 phones will start shipping next week. The shipping date for the T1 phone has been delayed multiple times previously, with limited customer support. The TRUMP token has fallen nearly 90% since its launch. Trump Mobile is a mobile virtual network operator that does not have its own phone design and production capabilities. Instead, it partners with external companies, selects a model, and repackages it as a Trump-themed product. When Solana launched its first Saga phone, it similarly repackaged the Osom OV-1. The actual appearance of the T1 phone is highly similar to the HTC U24 released in 2024. Neither HTC nor Trump Mobile have given a definitive answer regarding the actual manufacturer of the T1. Trump Mobile previously confirmed that the phone undergoes final assembly in the US, but components come from overseas.
