World News
Economy
The ACCA and IMA released their Q1 2026 Global Economic Conditions Survey, conducted March 3-19 amid a new wave of Middle East conflict, revealing that the Middle East war has significantly shaken the confidence of global accounting and finance professionals. Meanwhile, Société Générale's 2026 Global Economic Outlook report showed that global economic growth remains resilient but is not immune to the "war shock" from Middle East geopolitical conflict, which is currently manifesting more as inflation pressure than recession risk, with AI capital expenditure emerging as a key growth driver. Global inflation is on a declining path, falling from 3.4% in 2025 to a projected 3.1% in 2026, though the decline remains uneven across economies.
ACCA与IMA联合发布的2026年第一季度《全球经济状况调查》显示，中东新一轮冲突的爆发对全球财会从业者信心造成显著冲击。法国兴业银行发布的《2026年全球经济展望》报告指出，全球经济增长虽展现韧性但并非不受影响，中东地缘冲突带来的"战争冲击"目前更多表现为通胀压力而非衰退风险，AI资本支出成为增长支柱。全球通胀从2025年的3.4%回落至2026年预计的3.1%，但各经济体通胀回落速度分化。
Politics
U.S. President Trump announced on April 23 that the 10-day ceasefire between Israel and Lebanon would be extended by three weeks, after hosting representatives of both countries at the White House alongside Vice President JD Vance and Secretary of State Marco Rubio. Trump stated he has "no rush" to end the weeks-long U.S.-Israeli war with Iran, saying U.S. citizens should expect to pay more at the pump "for a little while" with the payoff being "Iran without a nuclear weapon." Meanwhile, ACCA called for stronger global coordination to mitigate the economic fallout from geopolitical instability.
美国总统特朗普4月23日宣布将以色列与黎巴嫩之间为期10天的停火协议延长三周，此前他在白宫会见了以色列和黎巴嫩两国代表，副总统万斯和国务卿鲁比奥一同出席。特朗普表示他"不着急"结束美以对伊朗持续数周的战争，并称美国人应为更高的油价做好准备，代价是"伊朗无核化"。ACCA呼吁各国加强协调以应对地缘政治不稳定对经济的冲击。
Geopolitics
The U.S.-Iran war, which began in early 2026, has entered a critical phase as Iran reportedly requested a ceasefire extension through Pakistan, while U.S. forces continue to maintain a naval blockade of Iranian ports. According to a Chinese Foreign Ministry spokesperson, the U.S. blockade of Iranian ports is "dangerous and irresponsible." Pakistan has played a key mediating role, with Iranian Foreign Minister Araqchi visiting Islamabad for the second round of U.S.-Iran talks. Spain's Prime Minister Pedro Sánchez stated that Spain opposes a "new Cold War," decoupling, and severing of supply chains, and supports Europe and China enhancing communication and cooperation.
2026年年初爆发的美伊战争进入关键阶段，伊朗据报通过巴基斯坦请求延长停火，美军继续对伊朗港口实施海上封锁。中国外交部发言人称美军对伊朗港口的封锁"危险且不负责任"。巴基斯坦扮演重要斡旋角色，伊朗外长阿拉格希访问伊斯兰堡进行第二轮美伊谈判。西班牙首相桑切斯表示，西班牙反对"新冷战"、脱钩和切断供应链，支持欧洲与中国加强沟通与合作。
Science & Technology
April 2026 has been a pivotal month for AI. DeepSeek V4 is set for official release in late April following the success of DeepSeek R1. On April 3, Google DeepMind released the Gemma 4 open-source model series enabling fully offline high-performance AI on mobile devices, while Microsoft simultaneously launched three proprietary commercial AI models, intensifying direct competition. Alibaba's Qwen 3.6 Plus reached a global record of 1.4 trillion daily token calls. Xiaomi launched a Token Plan for its MiMo large model covering full-modality agent tasks. Most significantly, April 2026 saw the formal implementation of the world's first unified AI regulatory framework, with the EU AI Act fully in force, the U.S. introducing a federal regulatory framework led by the FTC, and China implementing classified and tiered management with a generative AI registration system.
2026年4月是人工智能的关键月份。继DeepSeek R1之后，新一代旗舰大模型DeepSeek V4将于4月下旬正式发布。4月3日，谷歌DeepMind发布Gemma 4开源模型系列，首次在手机等端侧设备实现完全离线的高性能多模态AI；微软同日正式发布三款自研商用AI模型，竞争全面升级。阿里通义千问3.6 Plus创下单日1.4万亿Token调用量的全球纪录。小米为MiMo大模型推出Token订阅制，覆盖全模态Agent任务。最重要的是，2026年4月全球首个统一AI监管框架正式生效——欧盟《人工智能法案》全面生效，美国推出由FTC牵头的联邦监管框架，中国实施分类分级监管与生成式AI备案制。
Healthcare
FDA approved the world's first APRIL-targeted biologic drug "Bimekizumab" for the treatment of adult IgA nephropathy, with China expected to approve its market entry in 2026. China released its 15th Five-Year Plan (2026-2030) outline on March 13, proposing to comprehensively promote deep application of digital-intelligent technology in healthcare, building an efficient and accessible smart healthcare service system, and accelerating cross-institution and cross-region mutual recognition of inspection and test results. Three Chinese ministries jointly issued 14 measures to support the development of primary healthcare services through medical insurance policy. Meanwhile, AI healthcare is accelerating, with OpenAI's ChatGPT Health and Anthropic's Claude for Healthcare both launching enterprise-grade medical platforms, competing alongside Amazon's Health AI.
FDA批准了全球首个APRIL靶向生物药"斯贝利单抗"用于成人IgA肾病治疗，中国预计2026年获批上市。2026年3月13日，中国印发"十五五"规划纲要，提出全方位推进数智技术在医疗领域深度应用，构建高效协同、普惠可及的智慧医疗服务体系，加快检验检查结果跨机构跨区域互认。三部门联合印发14项硬核举措助力基层医疗提质增效。同时，AI医疗竞争加剧，OpenAI推出ChatGPT Health，Anthropic推出Claude for Healthcare企业级医疗平台，亚马逊Health AI打通咨询、续方与看诊生态闭环。
Other Important Stories
On April 22, the 13th batch of 12 remains of Chinese People's Volunteer Army soldiers killed in the Korean War was repatriated from South Korea to China, with China's Y-20B transport aircraft making its first escort mission and four J-20 fighters providing cover on the return journey. The airport welcomed the heroes home with the highest water cannon salute. Japan continue to face criticism from China for political figures visiting the Yasukuni Shrine, which China strongly condemned. Italian Prime Minister Meloni emphasized that NATO "must remain united," highlighting Europe's concern over alliance cohesion amid the ongoing global geopolitical shifts.
4月22日，第十三批12位在韩中国人民志愿军烈士遗骸由韩国仁川归国，中方派运-20B运输机首次执行接迎任务，返程时由4架歼-20战机护航，专机降落后以"过水门"最高礼遇迎接英雄回家。中国强烈谴责日本政要参拜靖国神社的行径。意大利总理梅洛尼强调北约"必须保持团结"，在全球地缘政治变局中凸显欧洲对联盟凝聚力的关切。
Policy Signals
- 中共中央办公厅、国务院办公厅发布《关于加强新就业群体服务管理的意见》，要求到2027年新就业群体党的组织和党的工作全面覆盖，规范劳动用工、严管算法分配，保障外卖骑手、网约车司机等群体合法权益
- "十五五"规划纲要将"建设现代化产业体系"列为战略任务首位，以先进制造业为骨干，巩固壮大实体经济根基，一季度装备制造业、高技术制造业增加值分别增长8.9%、12.5%
- 国家发展改革委部署全链条推动集成电路、工业母机、基础软件等重点领域关键核心技术攻关，提升产业链自主可控水平；一季度集成电路出口额增长超七成
- 一季度全国电力市场交易电量同比增长25.6%，绿色电力交易756亿千瓦时，全国统一电力市场建设有效促进电力资源优化配置
- 全国服务业大会召开（4月7—8日），习近平总书记作出重要指示，要求推动服务业优质高效发展，"十五五"时期服务业规模将突破百万亿元
- 国家体育总局等5部门发布《青少年科学健身普及和运动干预三年行动计划（2026—2028年）》，目标到2028年7—18岁青少年经常参加体育锻炼人数比例提高1个百分点
- 《全民阅读促进条例》2026年2月正式施行，这是我国首部专门规范全民阅读的行政法规；国务院批准自2026年起每年4月第四周设立"全民阅读活动周"
- 习近平总书记《推动全民阅读，建设书香社会》重要文章在《求是》发表，强调党员、干部要带头读书学习，建设全民终身学习的学习型社会、学习型大国
- 辽宁部署优化营商环境"十五五"行动，设立发展新质生产力母基金（首批意向投资7亿元），坚决整治吃拿卡要、承诺不兑现等破坏营商环境行为
- 雄安新区一季度外贸进出口总值205.5亿元，同比增长17.6倍，重点服务北京非首都功能疏解，构建"区港联动"便捷通关体系
Source: 人民日报 2026-04-27, 求是 2026年第8期
Finance Market
| Index | Date | Close | Change | % |
|---|---|---|---|---|
| CSI A500 | 2026-04-24 | 5,952.45 | -20.95 | -0.35% |
| S&P 500 | 2026-04-24 | 7,165.08 | +56.68 | +0.80% |
| HSI | 2026-04-24 | 25,978.07 | +62.87 | +0.24% |
| Nikkei | 2026-04-24 | 59,716.18 | +575.95 | +0.97% |
| KOSPI | 2026-04-24 | 6,475.63 | -0.18 | -0.00% |
| Gold | 2026-04-26 | 4,703.60 | -18.70 | -0.40% |
| DXY | 2026-04-26 | 98.62 | +0.11 | +0.12% |
| USD/CNY | 2026-04-26 | 6.84 | +0.01 | +0.14% |
Generated: 2026-04-27 07:10 UTC+8