World News
Middle East — US-Israel War on Iran (Day 29)
On March 28, 2026 — day 29 of US and Israeli strikes on Iran — Iran retaliated by striking an air base in Saudi Arabia, wounding at least 15 US service members. A missile fired from Iran also struck Tel Aviv, killing one person. Aluminium Bahrain (Alba) confirmed its facilities were targeted, with two workers mildly injured. Vice President Vance stated the war would continue "a little while longer." Foreign ministers from Pakistan, Saudi Arabia, Turkey, and Egypt were scheduled to convene in Islamabad to seek de-escalation pathways.
2026年3月28日，美以对伊朗打击进入第29天，伊朗对沙特阿拉伯一空军基地发动报复性打击，致至少15名美国军人受伤。伊朗导弹袭击特拉维夫造成1人死亡。巴林铝业证实其设施遭到袭击，2名工人轻伤。美国副总统万斯表示战争将再持续"一段时间"。巴基斯坦、沙特、土耳其、埃及外长定于在伊斯兰堡会面，寻求紧张局势降级方案。
Energy & Trade — Strait of Hormuz Disruption
The Middle East conflict has sent oil and natural gas prices surging since US-Israeli strikes on Iran began February 28. Brent crude climbed to approximately $107–108/bbl, WTI crossed $100 — roughly $34 above year-ago levels. Approximately 20% of global oil and LNG transit the Strait of Hormuz, and sustained disruption is reverberating across global energy markets. Gulf sovereign wealth funds have quietly increased yuan-denominated asset allocations, reflecting a gradual shift in oil trade settlement.
中东冲突自2月28日美以对伊朗打击以来持续推高油气价格。布伦特原油升至约107至108美元/桶，WTI突破100美元，较一年前上涨约34美元。全球约20%的石油和液化天然气途经霍尔木兹海峡。海湾主权财富基金悄然增加人民币计价资产配置，折射出石油贸易去美元化的渐进趋势。
Southeast Asia — Nuclear Energy Revival
Southeast Asia is reconsidering nuclear power as energy security concerns intensify. Vietnam and Russia advanced a nuclear cooperation agreement this week. Thailand's Anutin II Cabinet list was finalized and submitted for royal endorsement on March 27. Malaysia is pursuing expanded rail connectivity to boost its Europe-Asia trade corridor role. Myanmar's military junta imposed twice-weekly fuel refill limits as petrol stations ran dry.
中东局势引发能源安全担忧，东南亚地区重新评估核能发展。越南与俄罗斯本周推进核合作协议。泰国阿努廷二世内阁名单于3月27日敲定并提交御批。马来西亚推进铁路互联互通。缅甸军政府因全国加油站燃油告急，实施每周两次限量加油措施。
Europe — Paris Terror Foiled
French Interior Minister Laurent Nunez announced the foiling of an attempted bombing of a Bank of America building near the Champs-Elysées in Paris, directly linking the suspect's motive to the Middle East war. Police arrested an individual who was about to detonate a homemade explosive device.
法国内政部长劳伦·努内斯宣布，警方挫败一起针对巴黎香榭丽舍大道附近美国银行大楼的炸弹袭击图谋，并将嫌疑人动机直接与中东战争挂钩。警方逮捕了一名即将引爆自制爆炸物的男子。
East Asia — China's Boao Forum & Diplomacy
China hosted the Boao Forum for Asia 2026 Annual Conference. NPC Chairman Zhao Leji met Chinese and foreign business representatives, emphasizing regional cooperation as a foundation for multilateralism. Han Zheng visited South Africa, where a China-South Africa Economic and Trade Cooperation Forum was held. Wang Yi spoke by phone with Pakistan's Deputy PM and Foreign Minister Dar.
中国举办博鳌亚洲论坛2026年年会，赵乐际与中外企业家代表座谈，强调区域合作应成为多边主义基础。韩正访问南非，中南经贸合作论坛同期举行。王毅与巴基斯坦副总理兼外长达尔通话。
Science & Technology — Superconductivity Record & Solar Breakthrough
Scientists set a new world record for superconductivity at normal (ambient) pressure, bringing practical room-temperature superconductors closer to reality. Researchers also developed a solar "spin-flip" metal complex achieving ~130% photon-to-carrier conversion efficiency via singlet fission. A new carbon material was also developed to substantially reduce cost and energy for direct air carbon capture.
科学家在常压条件下刷新超导纪录。另有研究团队利用"自旋翻转"金属配合物开发出新型太阳能材料，通过单线态裂变实现约130%的光子-载流子转化效率。此外，一种新型碳材料可大幅降低直接空气碳捕集所需的成本与能耗。
Healthcare — Gene Therapy & Cognitive Research
Scientists developed a gene therapy targeting pain at its source in the brain — using AI-mapped neural circuits to create an "off switch" mimicking morphine without addictive risks. A study found the common sugar substitute erythritol disrupts cerebrovascular endothelial cells, increasing oxidative stress and impairing clot breakdown. Research also showed cooking one meal at home per week may reduce dementia risk by up to 67% in older adults.
科学家开发出新型基因疗法，利用AI绘制大脑疼痛回路，模拟吗啡镇痛效果且无成瘾风险。研究发现代糖赤藓糖醇会损伤脑血管内皮细胞功能并削弱凝血溶解能力。另有研究表明，老年人每周至少在家做一餐可将痴呆风险降低高达67%。
Policy Signals
- 工业利润强劲增长: 1–2月规模以上工业企业利润同比增长15.2%，实体经济持续修复。
- 党的地方委员会工作条例审议: 审议《中国共产党地方委员会工作条例》，强化党的基层治理规范化。
- 博鳌论坛多边主义表态: 赵乐际强调以区域合作为多边主义基础，释放开放合作信号，对冲地缘风险。
- "稳定与可预期最珍贵": 商业环境的稳定性与可预期性被置于突出位置，呼应营商环境优化政策导向。
- "参与者才能成为赢家": 强调主动参与全球经济治理，反对脱钩观点。
- 全球数字经济包容性倡议: 推动构建普惠包容的全球数字经济，体现数字经济外交新布局。
- 韩正访问南非，深化中非经贸: 中南经贸合作论坛聚焦互利合作深化。
- 王毅通话巴基斯坦外长: 涉及中东局势与区域安全协调，中巴关系持续强化。
- 雄安产业发展: 雄安新区产业基础建设持续推进，长期新区战略加速落地。
- 深圳前海港资创业占近90%: 粤港澳大湾区深度融合持续推进。
- 青海算力同比增长161%: 西部算力基础设施建设提速，数字新基建向内陆延伸。
- 社会物流总额58.6万亿元: 前两月物流规模稳健，供应链韧性持续修复。
- 医疗器械市场规模1.44万亿元: 2025年中国医疗器械市场规模突破万亿，国产替代政策持续推进。
- 西藏民生改善: 边疆民族地区发展叙事强化。
Source: 人民日报 2026-03-28; 求是 2026年第6期（2026-03-16）
Finance Market
Market data as of Friday, March 27, 2026 close (markets closed Saturday March 28):
| Index / Asset | Value | Change |
|---|---|---|
| S&P 500 | 6,368.85 | -1.67% |
| Nasdaq Composite | 20,948.36 | -2.15% |
| Dow Jones (DJIA) | 45,166.64 | -1.73% |
| SSE Composite (上证综指) | 3,913.72 | +0.63% |
| CSI 300 (沪深300) | 4,502.57 | +0.56% |
| Hang Seng Index (HSI) | 24,856 | ~-1.9% |
| Nikkei 225 | 53,373 | -0.43% |
| FTSE 100 | 9,967.35 | -0.05% |
| DAX | 22,294 | -1.41% |
| WTI Crude Oil | $100.92 / bbl | — |
| Brent Crude Oil | $107.81 / bbl | — |
| Gold (XAU/USD) | ~$4,433 / oz | — |
| USD/CNY | 6.9189 | -0.01% |
US and European markets fell sharply on escalating Middle East conflict and energy supply fears. Chinese A-share markets bucked the trend with modest gains. Brent and WTI surged on Hormuz disruption risk. Gold elevated on war-driven safe-haven demand.
Generated: 2026-03-30 UTC+8