Daily Briefing — 2026-04-29

World News

Economy

The United Nations released its World Economic Situation and Prospects 2026 report, projecting global economic growth of 2.7% in 2026, slightly down from 2.8% in 2025. The report noted that despite the United States imposing significant tariffs, the global economy demonstrated unexpected resilience supported by steady consumer spending and easing inflation. However, deep-rooted vulnerabilities persist, with sustained weak investment and limited fiscal space weighing on economic activity. Global trade growth is expected to decline to 2.2% in 2026 from 3.8% in 2025. The U.S. economy is forecast to grow at around 2.0% in 2026, the EU at 1.3%, and China at 4.6%.

联合国发布《2026年世界经济形势与展望》报告，预测2026年全球经济将增长2.7%，略低于2025年的2.8%。报告指出，尽管美国大幅提高关税，但在稳健的消费支出和通胀回落支撑下全球经济展现超预期韧性。然而，深层脆弱性依然存在，持续的投资低迷和有限的财政空间正在拖累经济活动。全球贸易增长率预计从2025年的3.8%降至2026年的2.2%。美国经济预计增长2.0%，欧盟1.3%，中国4.6%。

Politics

On April 26, former Israeli Prime Minister Bennett announced that his "Bennett 2026" party would merge with Lapid's "Yesh Atid" party to form a new political party, with Bennett serving as leader. The statement said the merger aims to win the upcoming parliamentary election and push for necessary reforms in Israel. Israel's next parliamentary election is expected in October 2026, and multiple polls show Bennett is one of the main challengers to incumbent Prime Minister Netanyahu. Meanwhile, U.S. President Trump said on April 26 that the suspect in the White House Correspondents' Dinner shooting left notes calling for attacks on government officials and held "anti-Christian" views, with the suspect's family members having expressed concerns to police before the incident.

4月26日，以色列前总理贝内特发表声明，宣布其领导的"贝内特2026"党与拉皮德领导的"拥有未来"党合并组建新政党，贝内特将出任党领袖。声明表示，此次合并旨在为即将到来的议会选举争取胜利并推动以色列进行必要改革。以色列新一届议会选举预计于2026年10月举行，多项民调显示贝内特是现任总理内塔尼亚胡的主要竞争对手之一。与此同时，美国总统特朗普4月26日表示，白宫记者协会晚宴枪击案嫌疑人留下了呼吁袭击政府官员的字条，并持有"反基督教"观点，嫌疑人的家庭成员在枪击事件发生前曾向警方表达担忧。

Geopolitics

The United States and Israel are set to begin negotiations next month on a new long-term security aid framework, marking a potential shift in their security relationship. This announcement comes as the Middle East continues to face regional tensions. Meanwhile, amid U.S.-Iranian efforts to negotiate an end to the war and reach a peace agreement through Iranian Foreign Minister Araghchi's mediation, senior Iranian military officials continue to issue strong warnings to the United States. A senior official from the Hatam Anbiya Central Command Headquarters warned that Iran "is not Venezuela" and would inflict heavier blows if U.S. and Israeli forces invaded again. Global leaders have condemned political violence following the White House Correspondents' Dinner shooting incident.

美国和以色列将于下月开始谈判一项新的长期安全援助框架，标志着两国安全关系的潜在转变。这一宣布正值中东地区持续面临地区紧张局势之际。与此同时，在美国-伊朗通过伊朗外长阿拉格齐进行外交斡旋以结束战争、达成和平协议之际，伊朗军方高层继续对美国发出强硬警告。哈塔姆安比亚中央指挥部一名高级官员警告说，伊朗"不是委内瑞拉"，如果美国和以色列再次入侵，将遭到更沉重的打击。白宫记者协会晚宴枪击事件发生后，全球领导人纷纷谴责政治暴力。

Science & Technology

OpenAI officially released GPT-6 on April 14, 2026 (codenamed "Spud"), marking what CEO Altman called "the last mile to AGI." The model features 5 trillion parameters with a mixture-of-experts architecture, a 2-million-token context window, and a 40% performance improvement over GPT-5.4. It uses a native multi-modal unified architecture called Symphony, integrating text, images, audio, and video with a hallucination rate below 0.1%. Meanwhile, at NVIDIA's GTC conference, the first open-source quantum AI model "Ising" was released, compressing quantum calibration time from "days to hours," significantly accelerating the practical application of quantum computing. The physical AI/embodied intelligence commercialization has also reached a critical point — Chinese humanoid robots completed a half-marathon in 50 minutes and 26 seconds, beating the human record for the first time, signaling that 2026 is becoming the "year of embodied intelligence deployment."

4月14日，OpenAI正式发布GPT-6（代号"土豆"），CEO奥特曼称之为"AGI最后一公里"。该模型拥有5万亿参数（采用MoE架构）、200万Token上下文窗口，较GPT-5.4性能提升40%。采用名为Symphony的原生多模态统一架构，文本、图像、音频、视频原生融合，幻觉率低于0.1%。与此同时，英伟达GTC大会发布全球首个开源量子AI模型"Ising"，将量子校准时间从"天级"压缩至"小时级"，大幅加速量子计算实用化进程。具身智能商业化也迎来临界点——国产人形机器人以50分26秒完成半马，首次超越人类纪录，宣告2026年为具身智能"部署态元年"。

Healthcare

China's "15th Five-Year Plan" outline, released on March 13, 2026, identified healthcare informatization as a key priority, proposing comprehensive advancement of digital-intelligence technology in healthcare to build an efficient, coordinated, and accessible smart healthcare service system. The plan aims to accelerate全民健康数字化建设, promote cross-institutional and cross-regional mutual recognition of medical test results, and expand "AI + healthcare" applications. On April 25, the National Children's Cancer Monitoring Annual Report 2024 was released, showing that between 2021-2022, there were 63,218 new cancer cases among children aged 0-19 in China, with leukemia (30.68%), central nervous system tumors (18.41%), and malignant epithelial tumors and melanoma (10.41%) being the top three cancer types. Meanwhile, revolutionary blood tests capable of detecting cancer years before symptoms appear are emerging as a major breakthrough in early diagnosis.

中国"十五五"规划纲要于2026年3月13日印发，将医疗信息化列为重点，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。规划加快全民健康数字化建设，推动检验检查结果跨机构跨区域互认，深化"人工智能+医疗健康"应用。4月25日，《国家儿童肿瘤监测年报(2024)》发布，显示2021-2022年全国0~19岁新发肿瘤患儿63218名，白血病(30.68%)、中枢神经系统肿瘤(18.41%)、恶性上皮肿瘤和黑色素瘤(10.41%)位居前三位。与此同时，能够在症状出现前数年检测癌症的革命性血液检测技术正在成为早期诊断重大突破。

Other Important Stories

China reverses META acquisition: China has reversed a major acquisition by META, marking a significant shift in the country's technology and social media landscape. This move is expected to have far-reaching implications for the global tech industry and cross-border investments.

中国撤销META重大收购案： 中国撤销了META的一起重大收购案，标志着该国科技和社交媒体领域的重大转变。此举预计将对全球科技产业和跨境投资产生深远影响。

Musk vs Altman trial: The legal battle between Elon Musk and Sam Altman/OpenAI has escalated to a trial, with the two sides set to face off in court over the future of artificial intelligence development and governance. The case could set important precedents for AI industry regulation and intellectual property disputes.

马斯克诉奥特曼案开审： 埃隆·马斯克与萨姆·奥特曼/OpenAI之间的法律战已升级为庭审，双方将在法庭上就人工智能发展的未来和治理展开对决。此案可能为人工智能行业监管和知识产权纠纷树立重要先例。

Policy Signals

  • 中共中央政治局召开会议，强调增强信心、以更大力度和更实举措抓好经济工作，努力实现"十五五"良好开局

  • 坚持稳中求进工作总基调，完整准确全面贯彻新发展理念，加快构建新发展格局

  • 推动科技自立自强、产业链自主可控，实施更加积极的财政政策和适度宽松的货币政策

  • 深入挖掘内需潜力，扩大优质商品和服务供给，推动消费升级；加强水网、新型电网、算力网等新型基础设施建设

  • 加快建设现代化产业体系，保持制造业合理比重，纵深推进全国统一大市场建设，深入整治"内卷式"竞争

  • 全面实施"人工智能+"行动，发展智能经济新形态，完善人工智能治理

  • 有效防范化解重点领域风险：稳定房地产市场、化解地方政府债务风险、推动中小金融机构改革、增强资本市场信心

  • 强化就业优先政策导向，加强教育、医疗、托育等民生建设；完善常态化帮扶机制，确保不发生规模性返贫致贫

  • 深入开展树立和践行正确政绩观学习教育，把学习成效转化为推动高质量发展的实效

  • 走好中国特色金融发展之路，建设金融强国，坚持"八个坚持"基本要义：党的集中统一领导、以人民为中心、服务实体经济、防控风险、市场化法治化轨道、供给侧结构性改革、统筹开放安全、稳中求进

  • 金融强国需具备六大关键核心要素：强大的货币、强大的中央银行、强大的金融机构、强大的国际金融中心、强大的金融监管、强大的金融人才队伍

  • 加快构建中国特色现代金融体系：科学稳健的金融调控体系、结构合理的金融市场体系、分工协作的金融机构体系、完备有效的金融监管体系、多样化专业性的金融产品和服务体系、自主可控安全高效的金融基础设施体系

  • 积极培育中国特色金融文化，明确"五要五不"重要要求

  • 积极推动物价合理回升，稳物价保民生

  • 以更高标准、更实举措推进全面从严治党，为实现"十五五"时期目标任务提供坚强保障

  • 新时代人文经济学：人文与经济融合，丰富中国式现代化理论内涵

  • 推进以县城为重要载体的城镇化建设

  • 安徽推动企业发挥科技创新主体作用的经验做法

  • 构建新时代民族学自主知识体系，制定实施党的民族政策的学理支撑

Source: 人民日报 2026-04-29, 求是 2026年第3期

Finance Market

IndexDateCloseChange%
CSI A5002026-04-285,929.56-35.82-0.60%
S&P 5002026-04-287,138.80-35.11-0.49%
HSI2026-04-2725,925.65-52.42-0.20%
Nikkei2026-04-2760,537.36+821.18+1.38%
KOSPI2026-04-276,615.03+139.40+2.15%
Gold2026-04-284,610.70-64.70-1.38%
DXY2026-04-2898.60+0.11+0.12%
USD/CNY2026-04-286.84+0.00+0.01%

Generated: 2026-04-29 07:10 UTC+8