科技巨头财报公布后，木头姐旗下投资组合出现了一波密集操作。

Iranian lawmaker Mojtaba Zarei disclosed that the recent discussions in Islamabad with the United States were conducted only with the approval of Iran's Supreme Leader. According to NS3.AI, Zarei emphasized that the delegation was prohibited from discussing specifics related to nuclear technology. Additionally, the head of Iran's Atomic Energy Organization was not included in the team.

当地时间 5 月 3 日，伊朗议会国家安全与外交政策委员会议员莫吉塔巴·扎雷伊在社交媒体披露了伊斯兰堡会谈的新细节。扎雷伊表示，伊斯兰堡谈判的基础是得到伊朗最高领袖的许可。除了获得谈判许可外，谈判内容也必须在最高领袖的许可框架内进行：当美方想要就核技术问题展开讨论时，他们被告知，最高领袖已禁止代表团就此问题进行技术细节讨论；从今以后，这方面的决定将完全由最高领袖做出。此外，伊朗原子能组织负责人被禁止加入谈判团队。（央视新闻）

A South Korean satellite was successfully launched into space by SpaceX's Falcon 9 rocket. According to Jin10, the launch marks a significant milestone in South Korea's space exploration efforts. The satellite is expected to enhance the country's capabilities in various fields, including communication and earth observation.

贝莱德向美国货币监理署提交意见函，反对其在落实《GENIUS Act》草案规则中提出的储备资产相关限制。该机构在意见中重点针对“许可支付稳定币发行人”规则，呼吁不要对代币化储备资产设定数量上限。贝莱德指出，相关限制与监管目标无关，储备资产的风险应取决于其信用质量、久期和流动性，而非是否以分布式账本形式持有或转移。此次意见函系针对 OCC 提出的涵盖储备构成、资本要求及托管等在内的多项规则问题所作回应。（The Block）

Hong Kong's Financial Secretary, Paul Chan, announced on May 3 that the city's private consumption continues to improve, with exports and fixed investments performing well. According to Jin10, the upcoming estimated data for Hong Kong's first-quarter GDP is expected to show accelerated growth compared to the revised 4% increase in the fourth quarter of last year, marking the strongest quarterly growth in nearly five years. Chan highlighted the clear recovery trend in local consumption over the past year. Data from major electronic payment platforms in Hong Kong indicate that daily consumer spending has grown year-on-year for six consecutive quarters, with retail and dining-related consumption increasing by 5.2% year-on-year in the first quarter. He noted that the stock market is active, the residential property market is on the rise, and tourism continues to thrive. In the first quarter, Hong Kong welcomed 14.31 million visitors, a 17% increase year-on-year. For the entire year, visitor numbers are expected to exceed the forecast of 53.8 million, potentially boosting total consumption related to inbound tourism to over HK$240 billion, a 9.5% increase from last year. These factors are expected to further strengthen the local retail and dining sectors, providing continued support for overall economic growth and employment.

Iraq's border management authorities announced on the 2nd that 70 oil tankers carrying crude oil entered Syria through the Rabia border crossing. According to Odaily, this marks the reopening of the land route for oil transport after a 13-year suspension. The Rabia crossing, located in Iraq's northwestern Nineveh province, had been closed since the outbreak of the Syrian civil war in 2011 and was reopened in April this year. The crossing is situated near the oil fields of Mosul and Kirkuk in northern Iraq.

伊拉克边境口岸管理部门 2 日说，70 辆装载原油的油罐车当天从伊拉克经由拉比亚口岸进入叙利亚。这是伊拉克时隔 13 年后重新启用这条陆地运油线路。拉比亚口岸位于伊拉克西北部尼尼微省，2011 年叙利亚内战爆发后长期处于关闭状态，今年 4 月刚刚重新开放。该口岸距离伊拉克北部摩苏尔和基尔库克的油田不远。

On May 3, the chairman of the Iranian Parliament's Civil Commission announced new regulations concerning the management of the Hormuz Strait. According to Odaily, all traffic through the strait must receive permission from Iran, and goods belonging to Israel are prohibited from passing under any circumstances. Additionally, hostile nations engaged in conflict with Iran must compensate for damages before being allowed passage through the strait.

当地时间 5 月 3 日，伊朗议会民政委员会主席表示，根据议会关于霍尔木兹海峡管理的计划，霍尔木兹海峡的一切交通都必须获得伊朗的许可，任何属于以色列的货物在任何情况下都无权通过。与伊朗交战的敌对国家在赔偿损失之前，不得通过霍尔木兹海峡。（央视新闻）

1. 云锋金融战略投资 WooshPay，拟拓展数字支付与资产代币化业务；2. 即使 Clarity Act 未通过，美国加密行业仍将保持发展；3. 伊朗一超大型油轮“躲过”美海军追踪，正驶向印尼廖内群岛；4. LAB 跌破 1 美元，4 小时跌超 50%；5. 胜率 47%账号购入 14.1 万美元 NBA 季后赛东部首轮 G7 凯尔特人让分战胜 76 人；6. Paradigm 合伙人提出 PACTs 机制，为量子脆弱比特币地址提供保护路径；7. 某地址 16 天前花费 3 枚 ETH 购买 ASTEROID，已获利约 126 万美元。

本周共有 16 家区块链初创公司融资总额达 2.706 亿美元。Sodot 在一轮并购（M&A）融资中从 MoonPay 融资 1 亿美元，为​本周最大融资。

美国中部时间5月2日周六，投资界的年度盛会——伯克希尔·哈撒韦公司2026年股东大会在奥马哈举行。

伯克希尔的权威性不再依附于个人的魅力，而将建立在更为多元的运营体系之上。

当所有人还在盯着印尼电商、泰国旅游、新加坡金融的时候，一群中国AI创业者，已经悄悄把目光投向了——越南。

Hyperliquid,预测,polymarket,永续合约,预测市场们能赢得永续合约的竞赛吗？ 金色财经,永续合约和预测市场平台的融合可谓顺理成章。

巴菲特,为何全世界投资人 都奔赴巴菲特的奥马哈之约？ 金色财经,为啥伯克希尔的股东大会这么特别？

Polymarket 大多数用户都认为这个不该算 Yes，因为为时尚早，而且不符合判定规则。甚至连一些 Yes 持仓者也这么认为。

一季度暴露的结构性矛盾，关税与战争叠加的通胀粘性、沃什主导下缩表 + 维持高利率的政策组合、山寨市场供给过剩与资金枯竭的恶性循环。

鲍威尔,美联储,鲍威尔最后一场发布会 币圈听见了什么？ 金色财经,利好是真的，利空也是真的。