Wall Street Morning Briefing | Mayo 11, 2026

伊朗 media reports that Iran has responded to the US proposal via Pakistan, focusing on ending the war and the security issues of the Persian Gulf and the Strait of Hormuz, and suggesting that the US should lift oil sales sanctions against Iran within 30 days; Trump: He does not like Iran's response, "completely unacceptable."The US added 115,000 new non-farm jobs in April, far exceeding expectations, marking the largest two-month increase since the end of 2024, while the unemployment rate remained at 4.3%.US consumer confidence hit a historic low for two consecutive months, with rising oil prices and tariffs aggravating inflation concerns.China's exports measured in US dollars in April increased by 14.1% year-on-year, and imports increased by 25.3% year-on-year, both exceeding expectations.Chinese Ministry of Commerce: He Lifeng will lead a delegation to Korea for China-US economic and trade consultations from May 12 to 13.The State Council: promotes the resolution of local government debt risks; reinforces full-chain management of mineral resources, and intensifies planning and construction of water networks, new power grids, computing power networks, new generation communication networks, urban underground pipe networks, and logistics networks.Four departments: explore supplying energy such as nuclear power and hydrogen directly to computing power facilities, continuously increasing the proportion of green electricity in computing power facilities.UK Prime Minister Starmer declared "will never resign": UK bonds rebounded, and the market bets "the worst situation has passed."Reports say Intel and Apple have reached a preliminary chip manufacturing agreement, with the Trump administration mediating, and Intel's share price surged by over 10%.Reports: DeepSeek's first round financing target is 50 billion yuan, which could become the largest single financing in a Chinese AI company, with a total valuation possibly exceeding 350 billion yuan.Reports: ByteDance has raised its 2026 AI capital expenditure plan by 25% to over 200 billion yuan.Reminder: China will release April's CPI and PPI on Monday.