World News
Economy
Japan's Nikkei 225 index surged to a historic record high on May 7, closing above 62,000 points after an extended holiday break, marking the largest single-day point gain in the index's history. The benchmark soared nearly 6% intraday to 62,888.94, powered by a broad AI-technology rally, while the broader TOPIX also climbed over 3% to 3,847.15. South Korea's KOSPI index briefly touched 7,500, also hitting a record. The explosive reopening rally reflected strong investor conviction that the worst of the Iran-related geopolitical uncertainty had passed after Washington signaled a ceasefire framework was near.
5月7日，日本日经225指数在连休后强势飙升，史上首次突破62000点，创下最大单日点数涨幅纪录。该指数盘中一度拉升近6%至62888.94点，受人工智能科技股普涨推动，东证指数(TOPIX)也上涨逾3%至3847.15点。韩国综合指数一度站上7500点，同样创下历史新高。这一爆发式补涨反映出投资者对美国释放伊朗停火框架信号后、地缘不确定性最坏阶段已过的强烈信心。
The Office of the U.S. Trade Representative (USTR) on May 7 initiated the second four-year statutory review of the Section 301 tariffs on Chinese imports, originally imposed during the first Trump administration and subsequently modified under Biden. The review will examine whether the tariffs — which cover strategic sectors including EVs, semiconductors, solar cells, and critical minerals — should be maintained, modified, or terminated. The move comes as U.S. Treasury Secretary Scott Bessent plans a three-day visit to Japan next week before traveling to China for further trade discussions, signaling Washington's intent to recalibrate its tariff strategy amid evolving economic conditions.
美国贸易代表办公室(USTR)于5月7日启动了对中国进口商品301条款关税的第二次四年期法定审查。该关税最初在特朗普第一任期内实施，后经拜登政府修改，涵盖电动汽车、半导体、太阳能电池和关键矿产等战略领域。此次审查将评估这些关税是否应继续维持、修改或终止。与此同时，美国财政部长贝森特计划下周对日本进行为期三天的访问，随后前往中国开展进一步贸易磋商，释放出华盛顿意图在经济形势变化中重新校准关税战略的信号。
Politics
Romania's parliament voted on May 5 to remove Prime Minister Ilie Bolojan through a decisive no-confidence motion, with 281 votes in favor, well above the constitutional threshold of 233. Bolojan, who assumed office less than a year ago, had focused on restoring economic stability and investor confidence, but persistent political divisions — fueled by the Social Democrats and the Alliance for the Unity of Romanians — ultimately toppled his government. The collapse plunges the EU member state into fresh uncertainty at a time of regional geopolitical tension, with the caretaker government now tasked with navigating the crisis until a new coalition can be formed.
罗马尼亚议会5日以281票赞成、4票反对通过对总理博洛让的不信任动议，远超宪法规定的233票门槛。博洛让上任不到一年，曾致力于恢复经济稳定和投资者信心，但在社会民主党与罗马尼亚人团结联盟党的联合施压下，持续的政治分裂最终导致其政府垮台。此次倒阁使这个欧盟成员国在地区地缘政治紧张之际陷入新的不确定性，看守政府目前需在组建新联合政府之前应对危机。
Geopolitics
U.S. Secretary of State Marco Rubio declared on May 5 that the joint U.S.-Israeli military campaign against Iran, codenamed "Operation Epic Fury" and launched on February 28, has concluded its offensive phase. Rubio announced at a White House press conference that military operations have shifted from offense to defense, with the second phase — "Project Freedom," aimed at securing the Strait of Hormuz — constituting a defensive posture. President Trump simultaneously paused the Hormuz escort operation after just one day, citing "great progress" toward a final agreement with Iran. The White House is reportedly pursuing a one-page memorandum of understanding with Tehran that would end the war and establish a framework for detailed nuclear negotiations.
美国国务卿鲁比奥5日在白宫记者会上宣布，美以联合发动的针对伊朗的"史诗怒火"军事行动已结束进攻阶段。鲁比奥表示，军事行动已从进攻转为防御，第二阶段——旨在确保霍尔木兹海峡开放的"自由计划"——属于防御行动。特朗普总统同时在仅执行一天后暂停了霍尔木兹海峡护航行动，称与伊朗达成全面协议已取得"重大进展"。据报道，白宫正寻求与德黑兰签署一份一页纸的谅解备忘录，以结束战争并为详细核谈判建立框架。
China's Foreign Minister Wang Yi held talks with Iranian counterpart Abbas Araghchi in Beijing on May 6, calling for an immediate end to hostilities in the Middle East and urging the United States and Iran to reopen the Strait of Hormuz "as soon as possible." The meeting underscored Beijing's active diplomatic role in seeking de-escalation, as the conflict — which has disrupted global energy markets and sent oil prices volatile for over two months — appeared to approach a potential turning point with the emerging U.S.-Iran ceasefire framework.
中共中央政治局委员、外交部长王毅6日在北京与伊朗外长阿拉格齐举行会谈，呼吁中东敌对行动立即停止，并敦促美国和伊朗"尽快"重新开放霍尔木兹海峡。此次会晤凸显了北京在推动局势降温中的积极外交斡旋角色。这场冲突已持续逾两个月，扰乱了全球能源市场并导致油价剧烈波动，而美伊停火框架的出现似乎使局势接近潜在转折点。
Science & Technology
NASA and SpaceX are targeting May 12 for the launch of the CRS-34 commercial resupply mission to the International Space Station, using a Falcon 9 rocket from Kennedy Space Center. The Dragon spacecraft will carry approximately 6,500 pounds of cargo, including several new scientific investigations spanning DNA-inspired treatments, space agriculture experiments, and materials science research. The mission marks SpaceX's 34th cargo resupply flight to the ISS and continues the company's high-tempo launch cadence, which hit 170 missions in 2025 and is on track for 200 in 2026.
美国国家航空航天局(NASA)与太空探索技术公司(SpaceX)计划于5月12日从肯尼迪航天中心使用猎鹰9号火箭发射CRS-34商业补给任务前往国际空间站。"龙"飞船将运载约6500磅货物，包括多项新科学实验，涵盖DNA启发疗法、太空农业实验和材料科学研究。此次任务是SpaceX第34次向国际空间站执行货运补给飞行，延续了该公司2025年完成170次发射、2026年冲刺200次的高频发射节奏。
Healthcare
The World Health Organization confirmed on May 8 that the hantavirus outbreak aboard the Dutch cruise ship MV Hondius involves the Andes virus, a rare strain found mainly in South America that is capable of limited human-to-human transmission. Of the eight reported cases — five laboratory-confirmed and three suspected — three have resulted in deaths. The ship, which departed from Ushuaia, Argentina on April 1, remains anchored off Praia, Cabo Verde after being denied port entry. WHO Director-General Tedros Adhanom Ghebreyesus sought to allay public fears, stating "This is not the start of a pandemic. This is not COVID. It doesn't spread the same way coronavirus does." Argentina is racing to determine whether the virus originated there, while authorities in multiple countries track 23 passengers who had already disembarked.
世界卫生组织5月8日确认，荷兰探险邮轮"洪迪厄斯"号(MV Hondius)上的汉坦病毒疫情涉及安第斯病毒——一种主要在南美洲发现的罕见毒株，具有有限的人际传播能力。在8例报告病例中（5例实验室确认、3例疑似），已有3例死亡。该邮轮4月1日从阿根廷乌斯怀亚港启航，目前仍停泊在佛得角普拉亚海域外，被拒绝靠港。世卫组织总干事谭德塞试图缓解公众恐慌，称"这不是大流行的开始。这不是新冠。它的传播方式与冠状病毒截然不同。"阿根廷正在紧急排查该病毒是否源自本国，多国卫生部门追踪已离船的23名乘客。
Policy Signals
- "十五五"开局首季GDP同比增长5.0%，经济增速回升，高质量发展向新向优；规模以上高技术制造业增加值同比增长12.5%
- 习近平强调五年规划是重要政治优势，要求"全面、深刻、准确"领会二十届四中全会战略部署，敏锐把握国内外形势新变化
- 建设现代化产业体系摆在"十五五"各项战略任务第一条，坚持智能化、绿色化、融合化方向，因地制宜发展新质生产力
- 以加快构建新发展格局赢得战略主动，坚持以国内大循环为主体，坚持惠民生和促消费、投资于物和投资于人紧密结合
- 推动经济和社会协调发展，改善民生是重点，把发展经济和改善民生有机统一起来
- 全党开展树立和践行正确政绩观学习教育，引导干部坚持为人民出政绩、以实干出政绩，杜绝形象工程、数字出官
- 坚定不移惩治腐败，保持高压态势，一体推进不敢腐、不能腐、不想腐
- 丁薛祥调研基础研究，强调发挥新型举国体制优势，全面提升基础研究水平和原始创新能力，科技领军企业要做"从0到1"原创突破
- 修订后《行政复议法实施条例》公布，7月1日起施行，实质化解行政争议，营造法治化营商环境
- 全面推行"扫码入企"，统一赋码规范涉企行政检查，为企业和基层减负
- 三部门扩大科技创新和技术改造贷款支持范围，将研发投入较高的民营中小企业纳入再贷款政策支持
- 河南片区化推进乡村振兴，"十五五"再增19个先导区，培育18条乡村富民产业链
- 推动实现产业体系整体跃升：高端化、智能化、绿色化、融合化、集群化五大趋势，补齐产业基础短板
- 提高国民经济循环质量和效率，破解供强需弱矛盾，居民消费率仅40%左右，需多渠道促进中低收入群体增收
- 以更大力度促进区域协调发展，破除地方保护和市场分割，纵深推进全国统一大市场建设
- 职业教育近5年增设143个新专业，覆盖低空经济、人工智能、养老托育等前沿领域，高职毕业生就业率稳定在90%左右
- 福建"十五五"规划：建设"555X"产业集群，力争工业战略性新兴产业产值占比超30%，近八成财政资金投向民生
Source: 人民日报 2026-05-09, 求是 第9期（2026-05-01）
Finance Market
| Index | Date | Close | Change | % |
|---|---|---|---|---|
| CSI A500 | 2026-05-08 | 6,154.27 | -28.74 | -0.46% |
| S&P 500 | 2026-05-08 | 7,398.93 | +61.82 | +0.84% |
| HSI | 2026-05-07 | 26,626.28 | +412.50 | +1.57% |
| Nikkei | 2026-05-07 | 62,833.84 | +3,320.72 | +5.58% |
| KOSPI | 2026-05-08 | nan | nan | +nan% |
| Gold | 2026-05-08 | 4,723.70 | +23.90 | +0.51% |
| DXY | 2026-05-08 | 97.84 | -0.41 | -0.41% |
| USD/CNY | 2026-05-08 | 6.80 | -0.01 | -0.16% |
Generated: 2026-05-09 07:12 UTC+8