World News
Economy
SpaceX is targeting a roughly $1.75 trillion valuation in its upcoming IPO, including a greenshoe option, which would make it the most valuable private company to ever list on a public market, Reuters reported Tuesday citing people familiar with the offering. The figure is well above Morningstar's independent valuation of $780 billion, illustrating the gap between Wall Street's enthusiasm for the rocket-and-satellite operator and traditional analyst models. The pricing talks come as US equity benchmarks sit at record highs — the S&P 500 closed above 7,600 for the first time on Monday and the Dow topped 51,300 — with the AI trade continuing to power chipmakers like Marvell, which jumped 29% after Nvidia CEO Jensen Huang called it a candidate for the $1 trillion club.
SpaceX 计划在即将到来的 IPO 中实现约 1.75 万亿美元的估值（含绿鞋期权），这将使它成为有史以来上市估值最高的私营公司。路透社周二援引知情人士报道了这一数字。该估值远高于晨星公司独立给出的 7800 亿美元估值，凸显出华尔街对这家火箭与卫星运营商的热情与传统分析师模型之间的巨大差距。SpaceX 定价谈判之际，美国主要股指正处于历史高位——标普 500 指数周一首次收于 7600 点以上，道琼斯指数突破 51,300 点——AI 热潮继续推升芯片股，Marvell 股价在英伟达 CEO 黄仁勋称其有望加入"万亿美元俱乐部"后大涨 29%。
A federal jury on Tuesday convicted prominent short seller Andrew Left of securities fraud after a trial that has already shaken the small but influential corner of Wall Street that bets against overvalued companies. The verdict, which Left's attorneys said they would appeal, removes one of the most recognizable figures in the bearish-investor community and is likely to chill the publishing of aggressive short reports at a time when regulators have also pushed back against the practice. Separately, the US Treasury on Tuesday sanctioned Iran's largest cryptocurrency exchange, Nobitex, along with three other digital-asset platforms, accusing them of funneling money to the IRGC and helping Tehran evade existing sanctions.
陪审团周二裁定知名做空者 Andrew Left 证券欺诈罪名成立，这场审判已经让华尔街那个规模虽小但颇具影响力的"押注高估公司"群体感到不安。Left 的律师表示将提起上诉，这一裁决清除了看空投资圈中最具辨识度的面孔之一，可能会在监管机构也在打击激进做空报告的背景下，抑制此类做空报告的发布。此外，美国财政部周二还制裁了伊朗最大的加密货币交易所 Nobitex 以及其他三个数字资产平台，指控它们为伊朗伊斯兰革命卫队输送资金，并帮助德黑兰规避现有制裁。
Politics
Acting Attorney General Todd Blanche confirmed Tuesday that the Trump administration is shelving its controversial $1.8 billion "anti-weaponization" fund, a rapid walk-back from an idea pushed by far-right activist Christopher Rufo that had been condemned by Democrats and some Republicans as a political slush fund. The reversal came the same day President Trump announced he was nominating Federal Housing Finance Agency director Bill Pulte to serve as acting director of national intelligence, a decision that immediately drew bipartisan skepticism about his qualifications and underscored a pattern of prioritizing personal loyalty over experience in senior intelligence and national-security posts. Senator Bill Cassidy of Louisiana said publicly that Pulte was not "competent" for the role, a rare on-the-record rebuke from a Republican.
代理司法部长 Todd Blanche 周二证实，特朗普政府正在放弃备受争议的 18 亿美元"反武器化"基金，这是对极右翼活动家 Christopher Rufo 推动的一项构想的迅速退却——该基金曾被民主党人和部分共和党人谴责为政治"小金库"。这一反转发生在同一天：特朗普总统宣布提名前联邦住房金融局局长 Bill Pulte 出任国家情报总监代理职务。该决定立即引发两党对其资质的质疑，并凸显出在高级情报和国家安全岗位上，特朗普政府一贯优先考虑个人忠诚而非专业经验的模式。路易斯安那州参议员 Bill Cassidy 公开表示 Pulte 不具备"胜任"该职位的能力，这是一位共和党人罕见的公开指责。
Florida's attorney general filed suit against OpenAI and CEO Sam Altman, alleging the company concealed serious safety risks posed by ChatGPT, including claims that the chatbot "aided and abetted" a mass shooter at Florida State University. The lawsuit adds Florida to a growing list of Republican-led states moving against the AI giant and intensifies pressure on the company at a moment when its consumer products face mounting scrutiny from regulators, schools, and courts. It also comes against the backdrop of public feuding inside CBS News, where staff are openly questioning the futures of anchors Scott Pelley and Nick Bilton as new owner Bari Weiss reshapes the network's editorial direction.
佛罗里达州总检察长对 OpenAI 及其 CEO Sam Altman 提起诉讼，指控该公司隐瞒了 ChatGPT 带来的严重安全风险，其中包括 ChatGPT 在佛罗里达州立大学枪击案中"协助和教唆"枪手的指控。这起诉讼使佛罗里达州成为越来越多由共和党领导的、对这家 AI 巨头采取行动州之一，并在其消费产品正受到监管机构、学校和法院日益严格审查之时，进一步加大了对该公司的压力。此案也正值 CBS News 内部公开内斗之际——员工们正公开质疑主播 Scott Pelley 和 Nick Bilton 的去留，新任老板 Bari Weiss 正在重塑该网络的编辑方向。
Geopolitics
Russia launched one of the largest missile and drone barrages of the year against Kyiv and other Ukrainian cities late Monday and into Tuesday, killing at least 22 people and toppling a multi-story apartment building, Ukrainian officials said. The attack came after a week of escalating Russian threats and underscored Moscow's willingness to sustain high-casualty strikes on civilians even as its finance ministry privately warns President Putin that defense spending is unsustainable. The bombardment coincided with fresh clashes between Israel and Hezbollah across the Israel-Lebanon border, where Israeli strikes on southern Lebanon killed 11 people a day after President Trump publicly said both sides had agreed to de-escalate.
乌克兰官员表示，俄罗斯周一深夜至周二对基辅及其他乌克兰城市发动了今年规模最大的导弹和无人机袭击之一，造成至少 22 人死亡，一栋多层公寓楼被炸毁。此次袭击发生在俄罗斯连续数周发出升级威胁之后，表明莫斯科即便在其财政部私下警告普京国防开支难以为继的情况下，仍愿意对平民实施高伤亡打击。这次轰炸与以色列和真主党在以色列-黎巴嫩边界的最新冲突同时发生——在特朗普总统公开表示双方已同意降级之后仅一天，以色列对黎巴嫩南部的空袭就造成 11 人死亡。
The European Council and Parliament struck a deal early Tuesday on a controversial new migration framework that will allow member states to set up "return hubs" outside the EU to detain rejected asylum-seekers and speed deportations, a system critics compared to US Immigration and Customs Enforcement. The pact, which still needs formal ratification, marks a sharp rightward shift in Europe's migration policy and is likely to be tested immediately in the courts and at the EU's eastern borders. In the Western Balkans, protests against a luxury resort project linked to Jared Kushner and his investment firm entered a second day in Albania, with demonstrators clashing with police and the government opening an anti-corruption investigation into land deals surrounding the development.
欧洲理事会和欧洲议会周二凌晨就一项备受争议的新移民框架达成协议，允许成员国在欧盟之外设立"遣返中心"，以羁押被驳回的庇护申请者并加快遣返——批评人士将该体系比作美国移民和海关执法局（ICE）。该协议仍需正式批准，标志着欧洲移民政策急剧右转，并可能立即在法庭和欧盟东部边境接受检验。在西巴尔干地区，阿尔巴尼亚针对贾里德·库什纳及其投资公司相关豪华度假村项目的抗议进入第二天，示威者与警方发生冲突，政府对项目相关的土地交易启动了反腐调查。
Science & Technology
Microsoft unveiled Majorana 2, a new quantum computing chip it says is roughly 1,000 times more capable than its predecessor and is built using a topoconductor architecture designed with the help of AI-driven materials science. The company said it expects to deliver fault-tolerant quantum systems based on the chip by 2029, a target that, if met, would mark a major milestone in the long-promised field of practical quantum computing, though several outside experts told Scientific American they remain skeptical that the underlying physics has been demonstrated convincingly. The announcement came at the company's annual Build developer conference, where Microsoft also unveiled Scout, an autonomous AI agent designed to function as a "personal executive assistant" on Windows, and a new open-source terminal product with built-in AI pair-programming.
微软发布了 Majorana 2，这是一款全新量子计算芯片，公司称其性能比上一代提升约 1000 倍，并采用借助 AI 材料科学设计的拓扑超导架构。微软表示，预计将在 2029 年前交付基于该芯片的容错量子系统——如果这一目标实现，将是量子计算长期承诺的"实用化"道路上的重要里程碑，不过《科学美国人》采访的多位外部专家表示，他们对底层物理是否已被令人信服地展示仍持怀疑态度。该发布正值公司年度 Build 开发者大会，微软还推出了 Scout——一款旨在充当 Windows 上"个人执行助理"的自主 AI 代理，以及一款内置 AI 配对编程能力的全新开源终端产品。
NASA confirmed Tuesday that a large meteor exploded over Massachusetts on Monday with the force of roughly 300 tons of TNT, producing a sonic boom that shook seismometers and was heard across the northeastern US, and that recovery teams are now searching Cape Cod Bay for fragments. The event was one of the most energetic fireballs to hit the region in recent years and follows separate reports of a major fireball over the US Midwest late Monday that generated nearly 200 sightings across nine states. Separately, astronomers using the James Webb Space Telescope announced they had detected methane coming from interstellar comet 3I/ATLAS, only the third confirmed visitor from outside our solar system and a body that, because of its unusual chemistry, is once again reviving speculation about possible artificial origin.
NASA 周二确认，周一有一颗大型流星在马萨诸塞州上空爆炸，威力相当于约 300 吨 TNT，引发了音爆，震动地震仪，并在美国东北部多地可听见声响，目前回收团队正在科德角湾搜寻碎片。该事件是近年来该地区最具威力的火流星之一，此前几天，美国中西部上空也出现了一颗大型火流星，在 9 个州产生了近 200 次目击报告。另一则新闻中，使用詹姆斯·韦伯太空望远镜的天文学家宣布，他们已在星际彗星 3I/ATLAS 上探测到甲烷——这是有史以来第三个被确认的来自太阳系外的访客，由于其异常的化学组成，再次引发了关于其可能的人为来源的猜测。
Healthcare
Researchers reported Tuesday at the American Society of Clinical Oncology's annual meeting that a new drug called daraxonrasib roughly doubled overall survival in patients with advanced pancreatic cancer, a notoriously hard-to-treat disease where progress has been glacial for decades. The pancreatic results were paired with a separate late-stage breast cancer win for Celcuity's gedatolisib, which halved the risk of disease progression or death compared with Novartis's Piqray in patients with PIK3CA-mutated tumors, though Celcuity's stock fell as investors parsed the detailed data. Together the two readouts give oncologists their most encouraging set of presentations in years and could reshape treatment standards for two of the deadliest common cancers.
美国临床肿瘤学会（ASCO）年会上，研究人员周二报告称，一种名为 daraxonrasib 的新药使晚期胰腺癌患者的总生存期延长了约一倍——胰腺癌是一种历来难以治疗的疾病，几十年来进展极为缓慢。胰腺癌数据公布的同时，Celcuity 公司针对乳腺癌的 gedatolisib 也取得后期临床试验胜利：与诺华的 Piqray 相比，gedatolisib 使 PIK3CA 突变型肿瘤患者的疾病进展或死亡风险降低了一半，不过投资者在解析详细数据后，Celcuity 的股价出现下跌。这两项数据合在一起，为肿瘤学家们提供了近年来最令人振奋的一组研究结果，可能重塑两种最致命常见癌症的治疗标准。
The World Health Organization said Tuesday that suspected Ebola cases in the Democratic Republic of the Congo and Uganda have dropped to 116 after hundreds were ruled out by laboratory testing, an encouraging sign that the outbreak, which has killed more than 40 people, may be coming under control. CEPI simultaneously announced it is fast-tracking three vaccine candidates targeting the Bundibugyo strain of Ebola responsible for the current outbreak, a move that should accelerate trials even as the WHO warns that testing capacity in the DRC remains dangerously thin. In a separate public-health development, the US Centers for Disease Control reported that emergency-room visits for tick bites this season are at their highest level since 2017, a trend public-health experts attribute to a mild winter and warn could presage a surge in Lyme disease and other tick-borne illnesses.
世界卫生组织周二表示，在对数百例疑似病例进行实验室检测并排除后，刚果民主共和国和乌干达的疑似埃博拉病例已降至 116 例——这是一个令人鼓舞的迹象，表明这场已造成 40 多人死亡的疫情可能正在得到控制。CEPI 同时宣布，正在加速推进针对本次疫情中致病性"本迪布焦型"埃博拉病毒的三个疫苗候选品种；尽管世卫组织警告刚果（金）的检测能力仍然非常薄弱，此举仍应加快试验进度。在另一项公共卫生动态中，美国疾病控制与预防中心报告称，本季度因蜱虫叮咬而就诊急诊的数量为 2017 年以来最高水平，公共卫生专家认为这一趋势归因于暖冬，并警告说可能预示着莱姆病和其他蜱传疾病的激增。
Policy Signals
- 国务院印发《加快农业农村现代化"十五五"规划》，到2030年粮食综合生产能力达1.45万亿斤左右，农业科技进步贡献率达67%、农业核心种源自给率达85%；首次提出培育壮大农业领域新兴产业和未来产业，谋划实施"人工智能+农业"等行动
- 农业农村部、国家发改委解读《规划》：因地制宜发展农业新质生产力，部署智能设计育种、新能源农机、农业低空经济、农业生物制造、新型食品等先导性产业规模化发展
- 重庆以"融合化"推动产业升级，加快建成具有国际竞争力的先进制造业中心；2025年重庆数字经济核心产业增加值占GDP比重达10%，生产性服务业对工业增长贡献率约三成
- 国务院常务部署"三夏"生产，全国已收夏粮小麦1.19亿亩、进度超35%；强化机收减损、防"烂场雨"、夏粮收购保供稳价，推进大面积单产提升
- 中英举行第十一次战略对话，王毅强调希望英方为中资企业提供公平非歧视营商环境，合理界定安全边界
- 国家副主席韩正将赴俄出席第二十九届圣彼得堡国际经济论坛并访问白俄罗斯
- 中央广播电视总台《习近平的文化情缘》《领航（国际版）》《典籍里的新思想》在老挝国家电视台等主流媒体启播
- "美丽中国行之探访国家公园"集中采访启动，赴首批5个国家公园（大熊猫、三江源、东北虎豹、武夷山、海南热带雨林）采访调研
- 《求是》2026年第6期发表习近平重要文章《推动海洋经济高质量发展》，提出"五个更加注重"发展思路与六个方面重点任务
- 自然资源部党组：编制"十五五"海洋经济发展规划，"十四五"海洋生产总值连续迈上9万亿、10万亿、11万亿元三个台阶
- 海南加快打造深海科技创新策源地、现代海洋产业聚集地和海洋国际合作高地，到2035年海洋生产总值突破万亿元、再造一个"海上海南"
- 《求是》评论员：健全预期管理机制，提振社会信心；深入实施提振消费专项行动，持续稳定房地产市场，加快建设安全规范透明开放有活力有韧性的资本市场
- 全国两会通过生态环境法典、民族团结进步促进法、国家发展规划法；进一步夯实改革发展的制度基石
- 树立和践行正确政绩观学习教育：坚决纠治临近换届等待观望、急功近利"翻烧饼"、盲目蛮干、搞"政绩工程"等突出问题
- 坚持投资于物和投资于人紧密结合：2026年经济增长预期目标4.5%—5%，扩大集成电路、航空航天、生物医药、低空经济、新型储能、智能机器人等六大新兴支柱产业投资
- 中国气象局发布"风清""风雷""风顺"等气象AI模型；气溶胶—气象耦合预报AI模型速率较传统数值模式提升超100倍，沙尘预报准确率提升10%—30%
Finance Market
| Index | Date | Close | Change | % |
|---|---|---|---|---|
| CSI A500 | 2026-06-02 | 6,111.15 | +80.46 | +1.33% |
| S&P 500 | 2026-06-02 | 7,609.78 | +9.82 | +0.13% |
| HSI | 2026-06-01 | 25,398.18 | +215.79 | +0.86% |
| Nikkei | 2026-06-01 | 66,934.33 | +604.83 | +0.91% |
| KOSPI | 2026-06-02 | nan | nan | +nan% |
| Gold | 2026-06-02 | 4,514.20 | +39.00 | +0.87% |
| DXY | 2026-06-02 | 99.22 | +0.02 | +0.02% |
| USD/CNY | 2026-06-02 | 6.76 | -0.00 | -0.02% |
Generated: 2026-06-03 07:13 UTC+8