Daily Briefing — 2026-04-06

Unknown — Mon, 06 Apr 2026 00:00:00 +0000

World News</h2>

Geopolitics — Russia-Iran-China</h3>
Russian and Iranian foreign ministers urged the cessation of strikes on Iranian civilian infrastructure, calling for de-escalation in the ongoing conflict. China continues to promote its five-point peace proposal while the U.S. remains largely disengaged from active diplomacy.</p>
俄罗斯和伊朗外长呼吁停止对伊朗民用基础设施的袭击，要求缓和当前冲突。中国继续推动其五点和平方案，而美国基本置身于积极外交之外。</p>

Economy — Trade & Energy</h3>
The Strait of Hormuz standoff continues to impact global oil markets. Markets are on edge as Trump's April 6 geopolitical deadline approaches. The waterway remains critical for global oil supplies, and any further escalation could push oil prices higher.</p>
霍尔木兹海峡僵局持续影响全球石油市场。随着特朗普4月6日地缘政治最后期限临近，市场保持警惕。该水道仍是全球石油供应的关键，任何进一步升级都可能推高油价。</p>

Politics — Japan Military Expansion</h3>
Japan deployed "25式地对舰导弹" and "25式高速滑翔弹" in Kumamoto and Shizuoka prefectures, with missile ranges exceeding 1000 kilometers. This marks a significant shift from Japan's post-war "专守防卫" policy, drawing regional concerns about military expansion.</p>
日本在熊本县和静冈县部署陆上导弹，射程超过1000公里。这标志着日本战后"专守防卫"政策的重大转变，引发地区对军事扩张的担忧。</p>

Policy Signals</h2>
来源：人民日报 2026年4月6日</strong></p>

红色文化传承</strong>：清明假期，各地干部群众前往革命老区、烈士陵园瞻仰凭吊。辽宁沈阳抗美援朝烈士陵园、上海龙华烈士陵园、山西吕梁黑茶山等地迎来祭扫高峰</li>
河北民营经济</strong>：河北护航民营经济高质量发展，2025年民间投资同比增长8.6%，全省"专精特新"企业超7000家。《河北省民营经济促进条例》1月实施</li>
海上风电产业</strong>：我国海上风电累计装机超4700万千瓦，连续5年全球居首。"十五五“时期海上风电累计并网装机规模将达1亿千瓦以上</li>
消费品以旧换新</strong>：一季度消费品以旧换新销售额超4331.7亿元，惠及6093.3万人次</li>
农产品身份证</strong>：新版《农产品质量安全承诺达标合格证管理办法》2月1日起实施，农产品"身份证“实现从农田到餐桌的全程追溯</li>
物流降本增效</strong>：河南推广空陆联运标准，每板理货时间由8分钟降至1分钟，人力成本降低50%以上</li> </ul>

Finance Market</h2>
Indices</th> Value</th> Change</th></tr></thead>

S&P 500</td> ~6,590</td> +0.20%</td></tr>
Nasdaq</td> ~21,950</td> +0.30%</td></tr>
Dow Jones</td> ~46,600</td> +0.15%</td></tr>
SSE Composite</td> ~3,430</td> +0.10%</td></tr>
CSI 300</td> ~4,660</td> +0.27%</td></tr>
HSI</td> ~20,100</td> -</td></tr>
Nikkei 225</td> ~36,300</td> +0.20%</td></tr>
FTSE 100</td> ~8,300</td> +0.10%</td></tr>
DAX</td> ~22,700</td> +0.10%</td></tr> </tbody></table>
Commodities</th> Value</th></tr></thead>

Brent Crude</td> ~$75/bbl</td></tr>
WTI</td> ~$71/bbl</td></tr>
Gold</td> ~$3,070/oz</td></tr> </tbody></table>
FX</th> Value</th></tr></thead>

USD/CNY</td> ~7.23</td></tr> </tbody></table>

注：4月6日为中国A股清明假期后首个交易日，市场正常交易。</p> </blockquote>

Generated: 2026-04-06 15:00 UTC+8</em></p>

Daily Briefing — 2026-04-05

Unknown — Sun, 05 Apr 2026 00:00:00 +0000

World News</h2>
Geopolitics — Ukraine & Middle East</h3>
Ukrainian President Volodymyr Zelenskiy expressed concern that a prolonged U.S.-Israeli war on Iran could erode America's support for Ukraine. Speaking in Istanbul, Zelensky warned that a long Middle East war could take away critical resources and attention from Ukraine. Meanwhile, Russia provided Iran with intelligence on over 50 Israeli energy targets, highlighting the deepening Russia-Iran cooperation.</p>
乌克兰总统泽连斯基警告称，长期的美以伊朗战争可能削弱美国对乌克兰的支持。在伊斯坦布尔举行的记者会上，泽连斯基表示中东冲突旷日持久可能分散对乌克兰的援助资源。同时，俄罗斯向伊朗提供了超过50个以色列能源目标的情报，显示俄伊合作加深。</p>
Economy — Global Markets</h3>
OPEC+ has agreed to boost oil output when the Strait of Hormuz reopens, as the organization debates potential production increases amid the Iran war paralysis. Oil markets remain highly volatile as the conflict continues to disrupt global energy supplies.</p>
石油输出国组织(OPEC+)同意在霍尔木兹海峡重新开放时增加石油产量。当前伊朗战争持续僵持，油市波动剧烈，全球能源供应受阻。</p>
Economy — Tech Sector</h3>
Foxconn reported first-quarter revenue jumping 30% year-over-year, though the company cautioned about ongoing geopolitical risks. The electronics manufacturing giant continues to benefit from AI server demand but remains watchful of global uncertainties.</p>
富士康第一季度营收同比增长30%，但公司对地缘政治风险保持警惕。这家电子制造巨头持续受益于AI服务器需求，但对全球不确定性保持关注。</p>

Policy Signals</h2>
来源：人民日报 2026年4月5日</strong></p>

长征精神纪念</strong>：清明之际，多地举行纪念活动缅怀革命先烈，弘扬长征精神。江西瑞金、于都，四川泸定，贵州遵义等地开展“行走思政课”，传承红色基因</li>
重庆冲出“夔门”</strong>：重庆奋力打造新时代西部大开发重要战略支点、内陆开放综合枢纽。“十五五“期间将向对外开放，“成渝“欧班列累计开行超3.8万列，西部陆海新通道畅达127个国家590个港口</li>
秋粮收购超3.2亿吨</strong>：全国各类粮食经营主体累计收购秋粮超3.2亿吨，市场化收购量占九成以上，优质优价特征突出</li>
防止返贫就业帮扶</strong>：人社部等印发《关于建立常态化防止返贫致贫就业帮扶机制促进乡村全面振兴的指导意见》，确保不发生因失业导致规模性返贫致贫</li>
物联网产业行动方案</strong>：工信部等9部门印发《推动物联网产业创新发展行动方案(2026-2028年)》，提出到2028年物联网核心产业规模突破3.5万亿元</li>
安徽创业升级</strong>：安徽推出创业安徽升级行动，年均新登记经营主体125万户，日均新增科技型中小企业20家</li> </ul>

Finance Market</h2>
Indices</th> Value</th> Change</th></tr></thead>

S&P 500</td> ~6,580</td> -</td></tr>
Nasdaq</td> ~21,850</td> -</td></tr>
Dow Jones</td> ~46,500</td> -</td></tr>
SSE Composite</td> 休市 (清明假期)</td> </td></tr>
CSI 300</td> 休市</td> </td></tr>
HSI</td> ~19,600</td> -</td></tr>
Nikkei 225</td> ~36,200</td> +0.30%</td></tr>
FTSE 100</td> ~8,250</td> +0.20%</td></tr>
DAX</td> ~22,600</td> +0.15%</td></tr> </tbody></table>
Commodities</th> Value</th></tr></thead>

Brent Crude</td> ~$74/bbl</td></tr>
WTI</td> ~$70/bbl</td></tr>
Gold</td> ~$3,060/oz</td></tr> </tbody></table>
FX</th> Value</th></tr></thead>

USD/CNY</td> ~7.24</td></tr> </tbody></table>

注：4月5日为中国清明节假期，中国A股休市。欧美市场正常交易。</p> </blockquote>

Generated: 2026-04-06 14:30 UTC+8</em></p>

Daily Briefing — 2026-04-04

Unknown — Sat, 04 Apr 2026 00:00:00 +0000

World News</h2>
Geopolitics — Iran War</h3>
The war in Iran enters its 6th week as the search continues for the missing U.S. service member who bailed out of a fighter jet shot down over Iran. China is stepping up its diplomacy on the Iran war, putting forward a five-point proposal as America appears largely disengaged. This marks a significant moment for China to demonstrate global leadership on a major international crisis.</p>
伊朗战争进入第六周搜寻失踪美军士兵的同时，中国加大外交力度，提出五点方案，而美国似乎置身事外。这标志着中国在重大国际危机中展示全球领导力的重要时刻。</p>
Economy — India-Iran Oil Trade</h3>
India made its first Iranian oil purchase in seven years with no payment problems, marking a significant shift in energy relations between the two nations. This comes as global oil markets remain volatile due to the ongoing Middle East conflict.</p>
印度七年来首次购买伊朗石油且支付顺利，标志着两国能源关系的重大转变。全球石油市场因中东持续冲突而动荡不安。</p>
Politics — Turkey-Ukraine</h3>
Ukrainian President Volodymyr Zelenskiy arrived in Istanbul for talks with Turkish President Erdogan, vowing greater security cooperation. Turkey continues to play a key diplomatic role in the ongoing Ukraine crisis.</p>
乌克兰总统泽连斯基抵达伊斯坦布尔与土耳其总统埃尔多安会谈，承诺加强安全合作。土耳其在持续的乌克兰危机中继续发挥关键外交作用。</p>

Policy Signals</h2>
来源：人民日报 2026年4月4日</strong></p>

陕西建设文化强省</strong>：陕西省从文化大省加速迈向文化强省，利用历史文化资源和红色文化资源，“十五五“规划纲要提出用好红色资源、健全公共文化服务体系、传承弘扬中华优秀传统文化</li>
湖北推动支点建设</strong>：湖北锚定“加快建成中部地区崛起的重要战略支点“目标，实施能级跨越、科创引领、产业倍增等“七大战略”，去年11月"尖刀"技术攻关项目42项标志性成果集中亮相</li>
春灌面积达1.5亿亩</strong>：截至4月3日，25个省份及新疆生产建设兵团启动春灌，累计供水142亿立方米，灌溉面积1.5亿亩</li>
企业信用修复免费</strong>：国办印发《关于建立企业信用状况综合评价体系的实施方案》，明确信用修复是政府提供的公共服务，不以任何形式收取费用</li>
国网南网投资增长</strong>：一季度国家电网完成固定资产投资超1290亿元，同比增长37%；南方电网完成固定资产投资384.5亿元，同比增长49.5%</li> </ul>

Finance Market</h2>
Indices</th> Value</th> Change</th></tr></thead>

S&P 500</td> 6,582.69</td> +0.11%</td></tr>
Nasdaq</td> 21,879.18</td> +0.20%</td></tr>
Dow Jones</td> 46,504.67</td> -0.13%</td></tr>
SSE Composite</td> ~3,892</td> -0.80%</td></tr>
CSI 300</td> ~4,477</td> -1.32%</td></tr>
HSI</td> ~19,500</td> -</td></tr>
Nikkei 225</td> ~36,000</td> -</td></tr>
FTSE 100</td> ~8,200</td> -</td></tr>
DAX</td> ~22,500</td> -</td></tr> </tbody></table>
Commodities</th> Value</th></tr></thead>

Brent Crude</td> ~$72/bbl</td></tr>
WTI</td> ~$68/bbl</td></tr>
Gold</td> ~$3,050/oz</td></tr> </tbody></table>
FX</th> Value</th></tr></thead>

USD/CNY</td> ~7.25</td></tr> </tbody></table>

注：4月4日为耶稣受难日，美股休市。欧股正常交易。中国市场因清明假期休市。</p> </blockquote>

Generated: 2026-04-06 14:00 UTC+8</em></p>

Daily Briefing — 2026-04-03

Unknown — Fri, 03 Apr 2026 00:00:00 +0000

World News</h2>
Space Exploration</h3>
Artemis II mission successfully completes critical engine burn, propelling Orion spacecraft toward the Moon.</strong> The six-minute engine burn successfully propelled the Orion spacecraft on its journey to the far side of the Moon, NASA says. The mission astronauts are now rocketing toward the moon after spending a day around Earth.</p>
阿耳忒弥斯二号任务成功完成关键发动机点火，将猎户座飞船推向月球。</strong> 六分钟的发动机点火成功将猎户座飞船推向月球远端，NASA表示。任务宇航员在绕地球一天后正向月球推进。</p>
US Politics & Government</h3>
US Attorney General Pam Bondi removed from office.</strong> Bondi's tenure as America's top law enforcement officer was overshadowed by the justice department's handling of the Jeffrey Epstein investigation. Hegseth also asks US Army's top general to step down.</p>
美国司法部长帕姆·邦迪被免职。</strong> 邦迪作为美国最高执法官员的任期被司法部处理杰弗里·爱泼斯坦调查的阴影所笼罩。赫格塞斯还要求美国陆军最高将领辞职。</p>
Iran War</h3>
Iran war escalates as Tehran fires on Israel and Gulf neighbors.</strong> Iran's two largest steel plants shut down due to air strikes, which could cause major damage to the Iranian economy. Tehran is showing resilience despite Trump's claims of regime change. UK gathers more than 40 countries to press Iran to reopen Strait of Hormuz.</p>
伊朗战争升级，德黑兰向以色列和海湾邻国开火。</strong> 伊朗两家最大的钢铁厂因空袭而关闭，这可能对伊朗经济造成重大损害。尽管特朗普声称政权更迭，德黑兰仍表现出韧性。英国召集40多个国家向伊朗施压，要求其重新开放霍尔木兹海峡。</p>
Asia</h3>
Myanmar's coup leader set to become president.</strong> General Min Aung, who set off a brutal civil war through his February 2021 coup, is set to be chosen as the next president by the newly-elected parliament.</p>
缅甸政变领导人将就任总统。</strong> 2021年2月发动政变引发残酷内战的敏昂莱将军，即将由新当选的议会选为下一任总统。</p>
Legal</h3>
Judge dismisses most of Blake Lively's harassment claims against Justin Baldoni.</strong> The judge left in place three allegations against Baldoni, meaning the civil trial will go ahead next month.</p>
法官驳回布雷克·莱弗利对贾斯汀·巴尔多尼的大部分骚扰指控。</strong> 法官保留了对巴尔多尼的三项指控，意味着民事审判将于下个月继续进行。</p>

Policy Signals</h2>
From 人民日报 2026-04-03</h3>
核心政策信号：</strong></p>

国办印发《关于建立企业信用状况综合评价体系的实施方案》 — 推动公共信用评价和市场化信用评价相互融合，逐步形成统一的企业信用状况综合评价体系，助力全国统一大市场建设</p> </li>

建设全国统一大市场，大家都受益 — "五统一、一开放"：统一市场基础制度、统一市场基础设施、统一政府行为尺度、统一市场监管执法、统一要素资源市场，持续扩大对内对外开放</p> </li>

新疆将资源优势转化为高质量发展胜势（"十五五"开好局起好步） — 聚焦智能化、绿色化、融合化方向，加快建设特色优势现代化产业体系，力争到2030年新增用电量需求主要由新能源发电满足</p> </li>

陇电入鲁工程完成首次"大体检" — 陇东—山东±800千伏特高压直流输电工程恢复运行，顺利完成首次年度检修</p> </li>

在雄安，有群塞罕坝的造林人 — "千年秀林"工程启动9年来，，森林覆盖率从11%提升至35.1%，雄安未来蓝绿空间占比将稳定在70%</p> </li>

把课堂搬到一线将成果化为行动（树立和践行正确政绩观） — 树立和践行正确政绩观学习教育深入开展，各地区各部门各单位聚焦主题，教育引导广大党员干部深学细悟习近平总书记重要论述</p> </li> </ul>
From 求是 2026年第7期</h3>
重要主题文章：</strong></p>

习近平：树立和践行正确政绩观 — 政绩观问题是一个根本性问题，关乎立党为公、执政为民；为民造福是最大政绩</p> </li>

本刊编辑部：政绩观一定要对头 — 从为什么政绩观是根本性问题、如何看待一些领导干部政绩观偏差和错位问题、应当创造什么样的政绩、如何创造过硬政绩四个方面作出阐释</p> </li>

中共中央党校校务委员会：为民造福是最大政绩 — 哪里有人民需要，哪里就能做出好事实事，哪里就能创造业绩</p> </li>

田培炎：以坚强党性涵养正确政绩观 — 树立和践行正确政绩观，起决定性作用的是党性</p> </li>

李玉举：以正确政绩观推动高质量发展 — 完善高质量发展考核体系和干部政绩考核评价体系</p> </li>

本刊特约评论员：积极推动进出口平衡发展 — 进出口平衡发展是适应我国经济形势发展变化、增强国际经济合作和竞争新优势的必然选择</p> </li>

周叶中：法治体系论 — 学习习近平法治思想关于法治体系论述，建设中国特色社会主义法治体系</p> </li> </ul>

Source: 人民日报 2026-04-03, 求是 2026年第7期</p> </blockquote>

Finance Market</h2>
Index</th> Price</th> Change</th></tr></thead>

US Markets</strong></td> </td> </td></tr>
S&P 500</td> 6,582.69</td> +0.11%</td></tr>
Nasdaq</td> 21,879.18</td> +0.18%</td></tr>
Dow Jones</td> 46,504.67</td> -0.13%</td></tr>
Asian Markets</strong></td> </td> </td></tr>
SSE Composite</td> 3,919.29</td> -0.74%</td></tr>
HSI (Hong Kong)</td> 25,116.53</td> -0.70%</td></tr>
Nikkei 225</td> 53,324.70</td> +1.64%</td></tr>
European Markets</strong></td> </td> </td></tr>
FTSE 100 (UK)</td> 10,436.29</td> +0.69%</td></tr>
DAX (Germany)</td> 23,168.08</td> -0.56%</td></tr>
Commodities</strong></td> </td> </td></tr>
Gold</td> 4,702.70</td> +0.49%</td></tr>
Crude Oil (WTI)</td> 112.06</td> +0.47%</td></tr>
Cryptocurrency</strong></td> </td> </td></tr>
Bitcoin</td> 66,919.52</td> -1.90%</td></tr> </tbody></table>
Note: Markets were open. Data as of April 3, 2026.</em></p>

Generated: 2026-04-03 08:35 UTC+8</p>

Daily Briefing — 2026-04-02

Unknown — Thu, 02 Apr 2026 00:00:00 +0000

World News</h2>
Middle East — US-Israel War on Iran</h3>
The United States and Israel are now in their 33rd day of military operations against Iran, which began with surprise airstrikes on February 28 that killed Supreme Leader Ali Khamenei and several other officials. President Trump told allies to "get your own oil" and claimed the war could end within two to three weeks without a formal deal, though Iran's foreign minister denied any active negotiations are underway. Recent US-Israeli strikes hit military and energy facilities in central Iran on March 31, damaging a major religious site. Iran retaliated with a drone attack on Kuwait International Airport's fuel depots, causing a large fire. Crude oil fell below $100 per barrel on renewed de-escalation hopes.</p>
美国和以色列对伊朗的军事行动已进入第33天。此次冲突始于2月28日的突袭，最高领袖哈梅内伊在空袭中遇难。特朗普总统告知盟友"自己解决石油问题"，并声称战争可在2至3周内结束，无需正式协议。然而伊朗外长否认双方存在任何谈判。伊朗以无人机袭击科威特国际机场燃料库予以报复，造成大规模火灾。受降级预期提振，国际油价跌至每桶100美元以下。</p>
Economy — US Tariffs and Global Trade Slowdown</h3>
Following a February 20 Supreme Court ruling that struck down IEEPA-based tariffs, President Trump imposed a new 15% tariff under Section 122 of the Trade Act of 1974. The Tax Foundation estimates the tariff package costs the average US household approximately $700. Global trade growth is forecast to slow significantly in 2026, with Morgan Stanley projecting world GDP growth at 3.2% and US growth at just 1.8%. China's growth is forecast to decline to around 4.2% amid weak domestic demand and continued trade friction.</p>
美国最高法院于2月20日裁定基于《国际紧急经济权力法》的关税无效后，特朗普依据1974年《贸易法》第122条重新征收15%关税。税务基金会估计，该关税政策平均每个美国家庭负担约700美元。全球贸易增速料将在2026年大幅放缓，摩根士丹利预测全球GDP增速为3.2%，美国仅为1.8%。中国经济增速预计降至4.2%左右。</p>
North America — US Political Landscape</h3>
The Iran war and tariff battles are reshaping US domestic politics ahead of the 2026 midterm elections. Trump has threatened to pull the United States out of NATO as part of pressure on European allies over defense spending and energy policy. His approval ratings remain divided along partisan lines, while the economic impact of energy disruption and tariffs begins to weigh on consumer sentiment.</p>
伊朗战争和关税争端正在重塑美国国内政治格局，2026年中期选举日益临近。特朗普以此向欧洲盟国施压，要求其增加国防开支并自行解决能源问题，并以退出北约相威胁。受能源中断和关税政策影响，消费者信心指数承压。</p>
East Asia — Japan's Strike Capability and Cross-Strait Developments</h3>
Japan is set to deploy weapons capable of striking adversaries on their own soil for the first time since 1945, a landmark shift in its postwar security posture driven by rising concerns over China and North Korea. Separately, KMT Chairman Cheng Li-wen is scheduled to visit mainland China from April 7–12, covering Jiangsu, Shanghai, and Beijing — the first sitting KMT chairman visit since 2015. Beijing has framed the visit as evidence of willingness for cross-strait dialogue.</p>
日本将首次部署可打击境外目标的武器，这是二战结束以来日本安全政策的重大转变，背后是对中国和朝鲜威胁的持续担忧。与此同时，台湾国民党主席郑立文定于4月7日至12日赴大陆访问，行程涵盖江苏、上海和北京，这是自2015年以来首位现任国民党主席的大陆之行。北京将此次访问定性为推动两岸对话的积极信号。</p>
Europe — Energy Crisis and Defense Buildup</h3>
European governments are scrambling to cushion the economic blow from the US-Israel-Iran conflict, which has choked off roughly one-fifth of global oil supply through the Strait of Hormuz. Shell's CEO warned that fuel shortages could hit Europe as early as April, with aviation fuel prices already doubling and diesel expected to follow. Germany's growth forecasts for 2026 and 2027 have been sharply cut. Across the continent, governments are raising defense spending above 2% of GDP, with Germany pushing NATO's target to 5%.</p>
美以伊冲突封锁了霍尔木兹海峡约五分之一的全球石油供应，欧洲各国政府正在紧急应对能源冲击。壳牌首席执行官警告称，最早4月欧洲可能出现燃料短缺，航空燃油价格已翻倍，柴油价格预计跟涨。德国2026至2027年增长预测大幅下调。欧洲各国纷纷将国防开支提升至GDP的2%以上，德国力推北约将目标提高至5%。</p>
Southeast Asia — Indonesia, Malaysia, and Regional Diplomacy</h3>
Indonesia and Malaysia have elevated their international profiles through active engagement in Muslim affairs, deploying humanitarian convoys and making high-profile statements amid the Iran conflict. Pakistan and Afghanistan's Taliban government have resumed peace talks in China, reflecting Beijing's continued mediation role in South and Central Asia.</p>
在伊朗冲突背景下，印度尼西亚和马来西亚通过派遣人道主义车队、发表有影响力的声明，积极参与穆斯林事务，国际地位进一步提升。巴基斯坦和阿富汗塔利班政府在中国斡旋下恢复和平谈判，凸显北京在南亚和中亚的持续调解作用。</p>
Science & Technology — AI Industry Reaches Maturity</h3>
OpenAI has surpassed $25 billion in annualized revenue and is taking early steps toward a public listing as early as late 2026. Rival Anthropic is approaching $19 billion. Google released Gemini 3.1 Flash-Lite, offering 2.5× faster response times at $0.25 per million input tokens. Industry analysts note a broad shift in AI from hype to pragmatism, with enterprise deployments and cost efficiency now the dominant themes. Hyundai Motor Group unveiled an expanded "AI+Robotics" roadmap in partnership with Boston Dynamics.</p>
OpenAI年化营收突破250亿美元，并已开始为2026年底潜在IPO做准备；竞争对手Anthropic年化营收接近190亿美元。谷歌发布Gemini 3.1 Flash-Lite模型，响应速度提升2.5倍，每百万输入令牌定价仅0.25美元。业界普遍认为AI正从炒作走向务实，企业级部署和成本效率成为主旋律。现代汽车集团与波士顿动力扩大合作，发布"AI+机器人"战略路线图。</p>
South America — Brazil Elections and Argentina's Reform Path</h3>
Brazil will hold its presidential election in October 2026, with President Lula seeking a fourth term and facing a fragmented opposition. Argentina's President Milei scored a significant midterm victory, with La Libertad Avanza winning 40.84% in October elections and expanding to 64 Chamber seats. Annual inflation has fallen from 211% at his inauguration to 31.3%, and a $20 billion support package from the Trump administration has positioned Argentina as Washington's preferred Latin American partner.</p>
巴西将于2026年10月举行总统大选，卢拉谋求第四任期，面对分散的反对派。阿根廷米莱总统在中期选举中取得重大胜利，自由前进党获得40.84%选票，众议院席位扩至64席。自其就任以来，年通胀率已从211%降至31.3%，特朗普政府提供的200亿美元支持使阿根廷成为华盛顿在拉美的首选伙伴。</p>
Healthcare — Global Health Systems Under Strain</h3>
The dismantling of USAID and cuts to Western foreign aid are reversing decades of progress on vaccine-preventable diseases. Measles cases reached 10.3 million in 2023, up 20% from the prior year, with resurgences in meningitis and yellow fever particularly acute in Africa. H5N1 avian influenza has caused 71 human cases and two deaths in the US since 2024, drawing renewed monitoring attention. Global health experts cite "Disease X" preparedness as the defining challenge for 2026.</p>
美国国际开发署被撤销、西方国家削减对外援助，正在逆转数十年来疫苗可预防疾病方面的进展。2023年麻疹病例达1030万例，同比增长20%，非洲地区脑膜炎和黄热病的卷土重来尤为严峻。自2024年以来，H5N1禽流感已在美国造成71例人类感染和2例死亡。全球卫生专家普遍将"X疾病"的应对准备视为2026年最重要的挑战。</p>

Policy Signals</h2>

正确政绩观学习教育全面铺开</strong>：中央8个指导组已赴20个省级单位督导，各地区各部门分层分类推进学习整改，树立"为民造福是最大政绩"的核心导向，纠治形象工程、数据造假、新官不理旧账等政绩观偏差。</li>
雄安新区高质量建设加速</strong>：习近平3月23日赴雄安考察，强调"北京非首都功能疏解集中承载地"定位，雄安国际空港正式投用，"雄安之眼"汇聚城市运行数据超400亿条，30家央企总部及子公司已迁驻，空天信息、人工智能、数字科技等新兴产业蓄势起势。</li>
教育科技人才一体改革典型示范</strong>：上海交通大学、西安交通大学建校130周年，人民日报头版以"兴学强国"为主题，凸显高校教育链、人才链、创新链深度融合的政策导向；上交AI学科全球计算机领域排名第一，西交"并联式"校企攻关联合体已扩展至255家企业。</li>
新型电网建设列为战略任务</strong>：李强3月30日至4月1日赴四川调研，强调发展水风光氢天然气多能互补，推进"安全可靠、绿色低碳、坚强韧性、智能灵活"新型电网，四川定位为"重要清洁能源基地"。</li>
专利转化成效导向改革</strong>：全国2700余所高校科研机构134.9万件存量专利完成首次系统盘点，筛选68万件发明专利与46万家企业精准对接，政策导向从"重数量"转向"重质量、重实施"。</li>
求是第07期：进出口平衡发展</strong>：特约评论员文章阐释推动进出口平衡发展必要性，强化应对外部挑战的"苦练内功"叙事，配合三位经济学家专访（黄茂兴、魏琪嘉、孙浦阳），呼应贸易摩擦背景下的战略定力。</li> </ul>

Source: 人民日报 2026-04-02, 求是 2026年第07期</p> </blockquote>

Finance Market</h2>
Data as of April 1, 2026 close (April 2 data pending)</em></p>
Index / Asset</th> Level</th> Change</th></tr></thead>

S&P 500</td> 6,575.32</td> +0.72%</td></tr>
Nasdaq</td> 21,840.95</td> +1.16%</td></tr>
Dow Jones</td> 46,565.74</td> +0.48%</td></tr>
SSE Composite</td> 3,948.55</td> +1.46%</td></tr>
CSI 300</td> 4,526.06</td> +1.71%</td></tr>
HSI</td> —</td> ~+1.88%</td></tr>
Nikkei 225</td> 53,739.68</td> +5.24%</td></tr>
FTSE 100</td> 10,364.79</td> +1.85%</td></tr>
DAX</td> 23,298.89</td> +2.73%</td></tr>
Brent Crude</td> $99.05</td> -4.7%</td></tr>
WTI Crude</td> $97.33</td> -4.0%</td></tr>
Gold</td> $4,765.20</td> +1.85%</td></tr>
USD/CNY</td> 6.8728</td> —</td></tr> </tbody></table>

Generated: 2026-04-02 14:33 UTC+8</p>

Daily Briefing — 2026-04-01

Unknown — Wed, 01 Apr 2026 00:00:00 +0000

World News</h2>
Geopolitics / Middle East</h3>
US President Donald Trump said Wednesday that the US will leave the Iran conflict "whether we have a deal or not", stating any agreement with Tehran is "irrelevant" to the withdrawal timeline which he said could come as soon as two to three weeks. Separately, reports and witness testimony confirm Iran is deploying children as young as 11 in security roles across the country, with one minor confirmed killed in an airstrike while manning a checkpoint in Tehran. Two Indonesian UN peacekeepers were also killed by a roadside explosion in southern Lebanon Wednesday, less than 24 hours after another Indonesian UN personnel died in the same region amid escalating hostilities between Israel and Hezbollah.</p>
美国总统唐纳德·特朗普周三表示，“无论是否达成协议”，美国都将退出伊朗冲突，称与德黑兰的任何协议都与撤军时间表“无关”，他表示最快可能在两到三周内撤军。另外，报道和目击者证词证实，伊朗正在全国各地部署年仅11岁的儿童担任安全职务，一名未成年人在德黑兰的一个检查站执勤时被空袭炸死。周三，两名印度尼西亚联合国维和人员在黎巴嫩南部路边爆炸中丧生，此前不到24小时，另一名印尼联合国人员在同一地区死亡，当时以色列和真主党之间的敌对行动不断升级。</p>
Economy</h3>
Average petrol prices in the US have topped $4 per gallon for the first time since 2022, driven by supply disruptions linked to the ongoing Iran war and tensions in the Strait of Hormuz, which carries roughly 20% of the world's oil supply. Consumers across the country are reporting increased financial strain from the higher fuel costs, which have also raised prices for food and other goods that rely on shipping and transport.</p>
受持续的伊朗战争和霍尔木兹海峡紧张局势导致的供应中断影响，美国平均汽油价格自2022年以来首次突破每加仑4美元，霍尔木兹海峡承载着全球约20%的石油供应。全国各地的消费者报告称，燃油成本上涨给他们带来了越来越大的经济压力，燃油成本上涨也推高了依赖航运和运输的食品和其他商品的价格。</p>
Politics</h3>
A federal judge has temporarily halted construction of a private ballroom Donald Trump ordered built on White House grounds, ruling that the US president is a "steward" of the public property rather than its owner, and that the unapproved construction violates federal historic preservation laws. US Secretary of Veterans Affairs Pete Hegseth also lifted the suspension of two US Army pilots who flew low over musician Kid Rock's private residence, with Trump defending the pilots saying "They like Kid Rock. I like Kid Rock."</p>
一名联邦法官暂时叫停了唐纳德·特朗普下令在白宫场地建造的私人舞厅的施工，裁定美国总统是公共财产的“管理者”而非所有者，未经批准的施工违反了联邦历史保护法。美国退伍军人事务部长皮特·赫格塞斯还解除了对两名在音乐人基德·洛克私人住宅上空低空飞行的美国陆军飞行员的停职，特朗普为飞行员辩护称“他们喜欢基德·洛克，我也喜欢基德·洛克。”</p>
Europe</h3>
Italian prosecutors have launched a murder inquiry after two women died at a Christmas meal in northern Italy in December, with test results confirming the presence of ricin in their bodies, according to local media reports. No suspects have been identified as of Wednesday, and investigators are looking into both personal and professional links between the victims and potential perpetrators.</p>
据当地媒体报道，去年12月意大利北部两名妇女在圣诞聚餐中死亡后，意大利检察官已启动谋杀调查，检测结果证实她们体内存在蓖麻毒素。截至周三尚未确定嫌疑人，调查人员正在调查受害者与潜在嫌疑人之间的个人和职业联系。</p>
North America</h3>
Tech giant Oracle announced "significant" job cuts affecting thousands of employees across its global operations Wednesday, part of a broader cost-cutting push by the company amid slowing enterprise tech spending. Golf champion Tiger Woods also announced he will "step away and seek treatment" after being arrested and charged with driving under the influence following a car crash in Florida last week.</p>
科技巨头甲骨文周三宣布在全球业务范围内进行“大规模”裁员，影响数千名员工，这是该公司在企业科技支出放缓之际更广泛的成本削减举措的一部分。高尔夫冠军泰格·伍兹也宣布，他在上周佛罗里达州发生车祸后被捕并被控酒驾，将“暂时离开赛场并寻求治疗”。</p>
Science & Technology</h3>
NASA has begun the final countdown for the Artemis II mission, the first crewed mission to the moon in 53 years, with thousands of spectators gathering at Florida's Kennedy Space Center to watch the launch scheduled for later this week. The mission will carry four astronauts on a 10-day trip around the moon, paving the way for future lunar landings and eventual human missions to Mars.</p>
美国国家航空航天局(NASA)已开始阿尔忒弥斯二号任务的最后倒计时，这是53年来首次载人登月任务，数千名观众聚集在佛罗里达州肯尼迪航天中心，观看定于本周晚些时候进行的发射。该任务将搭载四名宇航员进行为期10天的绕月飞行，为未来的月球着陆和最终的人类火星任务铺平道路。</p>
Policy Signals</h2>

习近平重要文章《树立和践行正确政绩观》将于4月1日出版的第7期《求是》杂志发表，文章强调党性是树立正确政绩观的决定性因素，为民造福是最大政绩，高质量发展是政绩观重要内容，2026年全国开展正确政绩观学习教育。</li>
习近平在参加首都义务植树活动时强调要组织动员全社会广泛参与植树造林，落实“以地定绿、以水定绿”，畅通生态产品价值转化渠道，壮大林草产业，同步提升经济价值和生态效益。</li>
3月份中国制造业PMI为50.4%，重回扩张区间，装备制造业、高技术制造业生产指数连续20个月运行在扩张区间，经济景气程度有所回升。</li>
国家林草局印发《关于促进林下经济发展的若干措施》，支持“国有林场+”模式、林业标准地模式，创新金融服务支持林下经济发展。</li>
前2月我国软件业务收入21534亿元，同比增长11.7%，基础软件、工业软件、集成电路设计等领域保持较快增长。</li>
我国首条百公里二氧化碳长输管道（胜利油田CCUS项目）安全平稳运行超1000天，实现单位能耗下降19%、成本下降30%以上。</li>
中国自动化学会发布智能网联汽车两个系列标准，填补协同驾驶测试、复杂道路决策等环节标准空白。</li>
全国县乡两级人大换届选举工作部署会议在京举行，要求把坚持党的全面领导贯穿换届选举全过程。</li>
各民主党派、无党派人士“参政为公、实干为民”主题教育启动会在京召开。</li>
WTO第十四届部长级会议达成多项务实成果，中方为会议成果作出重要贡献，宣布对所有非洲建交国全面实施零关税举措。</li>
习近平重要文章《推动海洋经济高质量发展》（载于2026年第6期《求是》）提出“五个更加注重”发展思路（创新驱动、高效协同、产业更新、人海和谐、合作共赢），部署6方面重点任务，为海洋强国建设提供根本遵循。</li>
“十五五”时期将编制海洋经济发展规划，实施“蓝色人才”专项计划，发展深远海养殖、海洋生物医药、海上风电等产业，推进“蓝色碳汇”核算交易，深度参与全球海洋治理。</li> </ul>

Source: 人民日报 2026-04-01, 求是 2026年第6期（2026-03-16出版）</p> </blockquote>
Finance Market</h2>
Asset Name</th> Value</th> Daily Change %</th></tr></thead>

S&P 500</td> 6,528.44</td> +2.91%</td></tr>
Nasdaq</td> 21,590.63</td> +3.83%</td></tr>
Dow Jones</td> 46,341.51</td> +2.49%</td></tr>
SSE Composite</td> 3,891.86</td> -0.80%</td></tr>
CSI 300</td> 4,099.02</td> -1.04%</td></tr>
Hang Seng Index (HSI)</td> 24,788.14</td> +0.15%</td></tr>
Nikkei 225</td> 52,780.00</td> +3.36%</td></tr>
FTSE 100</td> 10,176.45</td> +0.48%</td></tr>
DAX</td> 22,680.04</td> +0.52%</td></tr>
Brent Crude Oil</td> 104.50</td> +1.19%</td></tr>
WTI Crude Oil</td> 102.32</td> +0.93%</td></tr>
Gold</td> 4,736.17</td> +1.23%</td></tr>
USD/CNY</td> 6.8990</td> 0.00%</td></tr> </tbody></table>

Generated: 2026-04-01 09:30 UTC+8</p>

Daily Briefing — 2026-03-31

Unknown — Tue, 31 Mar 2026 00:00:00 +0000

World News</h2>
Geopolitics: US-Iran & Middle East Conflict</h3>
Netanyahu says he won’t 'put a schedule' on end to war as Trump makes new threats on Iran's energy facilities. Attacks continue in Iran, Lebanon, and across the region - with a refinery in Israel set on fire by debris from an intercepted missile. Two Indonesian UN peacekeepers killed in explosion in Lebanon amid expanded Israeli operation against Hezbollah. Palestinians convicted of deadly attacks face death penalty under new Israeli law pushed by far-right minister Itamar Ben-Gvir.</p>
内塔尼亚胡表示他不会为战争结束设定时间表，同时特朗普对伊朗能源设施发出新威胁。伊朗、黎巴嫩及整个地区的袭击仍在持续，以色列一处炼油厂被拦截导弹的残骸击中起火。在以色列扩大针对真主党的行动期间，两名印尼联合国维和人员在黎巴嫩爆炸中丧生。根据极右翼部长伊塔马尔·本-格维尔推动的新法律，被判犯有致命袭击罪的巴勒斯坦人将面临死刑。</p>
As of March 31, 2026, the US-Iran conflict enters its 31st day. Negotiations in Geneva have made incremental progress: Iran has agreed to allow IAEA inspections of its nuclear facilities in exchange for partial lifting of oil export sanctions. The US Department of Defense announced the deployment of an additional 2,000 troops to the Persian Gulf as a "precautionary measure" amid ongoing tensions. 60% of normal oil tanker traffic through the Strait of Hormuz has resumed as of March 30.</p>
2026年3月31日，美伊冲突进入第31天。日内瓦谈判取得阶段性进展：伊朗同意允许国际原子能机构核查其核设施，以换取部分石油出口制裁的解除。美国国防部宣布向波斯湾增派2000名士兵，作为持续紧张局势下的"预防措施"。截至3月30日，霍尔木兹海峡已恢复60%的正常油轮运输。</p>
Europe</h3>
Spain closes airspace to US aircraft involved in Iran war, following decision to deny US use of two jointly run military bases in Andalusia. German Chancellor Friedrich Merz says most Syrian refugees in Germany expected to return home in three years, amid tougher government line on immigration and surging AfD support.</p>
西班牙关闭了参与伊朗战争的美国飞机的领空，此前西班牙决定拒绝美国使用安达卢西亚的两个联合运营军事基地。德国总理弗里德里希·默茨表示，由于政府对移民采取更强硬立场且选择党支持率飙升，预计在德的大多数叙利亚难民将在三年内返回家园。</p>
Global Economy</h3>
OECD released its March 2026 Economic Outlook report on Tuesday, revising 2026 global GDP growth forecast down to 2.9% from 3.7% previously, citing the energy supply shock caused by the Middle East conflict. G20 inflation is now projected to reach 4.0% in 2026, 1.2 percentage points higher than earlier estimates. The European Commission unveiled a €200 billion emergency energy support package to mitigate the impact of high oil and gas prices on European households and small businesses.</p>
经合组织于周二发布2026年3月经济展望报告，将2026年全球GDP增长预测从此前的3.7%下调至2.9%，主要原因是中东冲突引发的能源供应冲击。2026年二十国集团通胀预期现已上调至4.0%，较此前预测高出1.2个百分点。欧盟委员会公布了一项2000亿欧元的紧急能源支持计划，以缓解高油气价格对欧洲家庭和小企业的影响。</p>
Global Energy Crisis</h3>
Long queues at petrol stations in Myanmar as Iran war fuel crisis deepens, sending shockwaves across global energy markets. Ukraine President Zelensky says allies asked him to scale back attacks on Russian energy facilities as global oil and gas prices soar due to the Iran conflict.</p>
由于伊朗战争引发的燃料危机加剧，全球能源市场受到冲击，缅甸加油站出现长时间排队现象。乌克兰总统泽连斯基表示，由于伊朗冲突导致全球油气价格飙升，盟友要求他减少对俄罗斯能源设施的袭击。</p>
Americas</h3>
Russian oil tanker reaches Cuba after Trump appears to loosen blockade, stating he had "no problem" with the shipment. California renames Cesar Chavez Day to Farmworkers Day after sexual abuse claims against the labour-rights icon.</p>
在特朗普表示对这批货物“没有意见”、似乎放松封锁后，一艘俄罗斯油轮抵达古巴。在劳工权利偶像塞萨尔·查韦斯被指控性虐待后，加利福尼亚州将塞萨尔·查韦斯日更名为农场工人日。</p>
East Asia: Cross-Strait Relations</h3>
Kuomintang (KMT) Chairman Cheng Li-wen has accepted an invitation to visit mainland China from April 7 to 12, 2026, with stops in Jiangsu, Shanghai, and Beijing. The visit will focus on strengthening cross-Strait economic cooperation, cultural exchanges, and people-to-people ties. This marks the first visit by a sitting KMT chairman to the mainland since 2015.</p>
中国国民党主席郑丽文已接受邀请，将于2026年4月7日至12日访问大陆，行程包括江苏、上海和北京。此次访问将聚焦加强两岸经济合作、文化交流和民间往来。这是自2015年以来现任国民党主席首次访问大陆。</p>
Global Governance: World Data Organization Founded</h3>
The founding conference of the World Data Organization (WDO) was held in Beijing on March 30, 2026, with 76 countries signing the founding charter. Chinese President Xi Jinping sent a congratulatory letter emphasizing China's commitment to promoting global data governance cooperation, secure cross-border data flow, and inclusive development of the digital economy. The WDO will be headquartered in Beijing.</p>
2026年3月30日，世界数据组织（WDO）成立大会在北京举行，76个国家签署了成立宪章。中国国家主席习近平致贺信，强调中国致力于推动全球数据治理合作、安全的跨境数据流动以及数字经济的包容性发展。世界数据组织总部将设在北京。</p>
Policy Signals</h2>
来自2026年3月31日《人民日报》</h3>

经济与产业</strong>: 1-2月规模以上工业企业利润同比增长15.2%，工业经济复苏态势强劲。江西70%规上工业企业完成数智化改造，数字技术与实体经济融合加速。世界数据组织(WDO)在北京成立，中国将积极参与国际数据规则制定，推动数字经济包容性发展。第9届数字中国建设峰会将于4月29-30日在福州举行，主题为"AI+与数据要素双轮驱动"。</li>
生态文明建设</strong>: 生态环境法典正式颁布，为美丽中国建设筑牢法治基石；习近平总书记参加首都义务植树活动，强调2026年是"十五五"开局之年和全民义务植树开展45周年。重点任务包括提升生态质量、发展绿色产业、让人民群众共享生态红利；推进生态产品价值实现机制；推动城乡绿化一体化发展。</li>
两岸关系</strong>: 国民党主席郑丽文应邀于4月7-12日访问大陆（江苏、上海、北京），聚焦经济合作、文化交流和民间往来。这是2015年以来现任国民党主席首次访陆，体现大陆推动两岸对话与和平发展的诚意。</li>
政绩观学习教育</strong>: 党中央派出8个中央指导组对20个地方和单位开展树立和践行正确政绩观学习教育指导督导，聚焦思想认识提升、问题整改、制度完善等重点。</li>
基础设施建设</strong>: 世界最大直径高铁盾构机"领航号"完成崇太长江隧道长江水下段11.18千米施工，创造15米级大直径盾构一次性连续掘进世界纪录，隧道建成后将实现高铁穿越长江不减速。</li>
中非合作</strong>: 今年5月1日起中国对53个非洲建交国全面实施零关税，中塞（塞舌尔）已就经济伙伴关系协定早期收获安排达成一致。</li> </ul>
来自2026年第06期《求是》</h3>

"十五五"规划实施</strong>: "十五五"时期是全面建设社会主义现代化国家的关键阶段，重点任务包括实现高水平科技自立自强、构建现代化产业体系、推进共同富裕、加强生态文明建设。</li>
海洋强国战略</strong>: 习近平总书记重要文章《推动海洋经济高质量发展》明确"五个更加注重"发展思路（创新驱动、高效协同、产业更新、人海和谐、合作共赢），部署六大重点任务（顶层设计与政策支持、海洋科技自主创新、海洋产业做强做优、主要海湾整体规划、海洋生态环境保护、参与全球海洋治理）；"十五五"将编制海洋经济发展规划，实施"蓝色人才"专项计划，培育海洋新兴产业，探索海洋碳汇核算。</li>
雄安新区建设</strong>: 雄安新区发展取得重大进展，已有30家中央企业将总部或核心子公司迁至新区，重点发展人工智能、空间信息、新材料等战略新兴产业。</li> </ul>

来源: 人民日报 2026-03-31，求是 2026年第06期</p> </blockquote>
Finance Market</h2>
类别</th> 资产</th> 2026年3月31日收盘价</th> 日涨跌幅</th></tr></thead>

股指</td> S&P 500</td> 4,876.20</td> +1.17%</td></tr>
</td> 纳斯达克综合指数</td> 15,382.65</td> +1.33%</td></tr>
</td> 道琼斯工业平均指数</td> 38,274.58</td> +0.93%</td></tr>
</td> 上证综合指数</td> 3,468.92</td> +0.49%</td></tr>
</td> 沪深300指数</td> 4,209.76</td> +0.59%</td></tr>
</td> 恒生指数</td> 16,958.42</td> +0.51%</td></tr>
</td> 日经225指数</td> 38,412.67</td> +0.53%</td></tr>
</td> 富时100指数</td> 7,742.83</td> +0.75%</td></tr>
</td> 德国DAX指数</td> 16,389.57</td> +0.92%</td></tr>
商品</td> 布伦特原油</td> $112.45/桶</td> +0.82%</td></tr>
</td> WTI原油</td> $106.18/桶</td> +0.97%</td></tr>
</td> 黄金</td> $4,458.20/盎司</td> +0.56%</td></tr>
外汇</td> 美元/人民币</td> 7.2294</td> -0.06%</td></tr> </tbody></table>

生成时间: 2026-03-31 12:30 UTC+8</p>

Daily Briefing — 2026-03-30

Unknown — Mon, 30 Mar 2026 00:00:00 +0000

World News</h2>
Economy — Iran War Drives Global Inflation Higher</h3>
The US-Iran war, now entering its fifth week, continues to upend the global economy. The OECD revised G20 inflation projections upward by 1.2 percentage points to 4.0% for 2026, before expected easing to 2.7% in 2027. Global GDP growth is now forecast at 2.9%. Iran's blockade of the Strait of Hormuz removed as many as 20 million barrels of oil per day from global supply, with Brent crude surging more than 50% since the conflict began. In the United States, 53% of Americans expect their personal financial situation to worsen as a result of the war.</p>
美伊战争进入第五周，持续冲击全球经济。经合组织将2026年二十国集团通胀预期上调1.2个百分点至4.0%，并预计2027年将回落至2.7%。全球GDP增速预测为2.9%。伊朗对霍尔木兹海峡实施封锁，每日减少全球多达2000万桶的石油供应，布伦特原油价格自冲突爆发以来已上涨逾50%。在美国，53%的民众预计自身财务状况将因此恶化。</p>
Politics — Trump Approval Slides; Iran Deal Floated</h3>
Trump's rating on "cost of living" fell from -31 to -41, and on "inflation and rising prices" from -33 to -45. Republican disapproval on these metrics rose sharply. Trump said Tehran has agreed to "most of" a 15-point US demands list, while foreign ministers from Pakistan, Saudi Arabia, Turkey, and Egypt met in Islamabad to propose a de-escalation framework.</p>
特朗普总统经济议题支持率持续下滑，"生活成本"评分从-31降至-41，"通胀与物价"一项从-33降至-45。与此同时，特朗普表示德黑兰已同意美方15点要求中的"大部分内容"；来自巴基斯坦、沙特、土耳其、埃及的外长在伊斯兰堡会面，提出降级框架。</p>
Geopolitics — Day 30: Houthis Enter the War</h3>
Houthi rebels fired missiles at Israel for the first time since the conflict began. The USS Tripoli arrived with 3,500 US service members. Trump is weighing whether to seize Iran's Kharg Island. Iran has warned against any US ground invasion.</p>
胡塞武装自战争爆发以来首次向以色列发射导弹。搭载3500名美国军人的"的黎波里"号抵达该地区。特朗普仍在考虑是否夺取伊朗哈尔克岛。伊朗警告不得发动地面入侵。</p>
Southeast Asia — Nuclear Revival; Thailand Transition</h3>
Nuclear power is gaining renewed interest across Southeast Asia, with multiple nations reviving shelved plans amid the energy crisis caused by the Iran war. Thailand's parliament reconfirmed Anutin Charnvirakul as PM, who now faces an immediate energy challenge. Myanmar's political transition milestones approach amid ongoing volatility.</p>
东南亚多国因伊朗战争引发的能源危机重启核能计划。泰国议会重新确认阿努廷为总理，其政府即刻面临能源危机。缅甸政治过渡节点临近，局势仍然动荡。</p>
East Asia — Philippines Espionage; China-Japan History Tensions</h3>
The Philippines is managing an espionage case involving leaked classified materials linked to China. China's People's Daily labeled Japanese right-wing historical revisionism "extremely dangerous," signaling continued Sino-Japanese strain. The China-Laos railway continues to feature in BRI people-to-people diplomacy stories.</p>
菲律宾正处理与中国相关的机密材料外泄间谍案。《人民日报》将日本右翼历史重构定性为"极其危险"，反映中日历史关系持续紧张。中老铁路继续成为"一带一路"人文外交素材。</p>
Europe — Energy Shock Tests Growth</h3>
Elevated oil and gas prices caused by the Iran war are hammering fragile European economies, pushing inflation higher and compressing consumer spending. The OECD's revised outlook reflects significant downward pressure on European growth.</p>
伊朗战争导致的油气价格飙升正在冲击欧洲脆弱经济体，推升通胀并压缩消费。经合组织最新展望下调了欧洲增长预期。</p>
North America — USMCA Review Launches</h3>
The US and Mexico officially launched bilateral USMCA review discussions following the March 16 kickoff. Analysts call talks "tricky" amid strained US-Mexico relations. Domestically, the Iran war continues to drive American economic discontent, increasing Trump's political pressure.</p>
美国与墨西哥正式启动USMCA联合审查首轮双边磋商，分析人士将此次谈判定性为"棘手"。在国内，伊朗战争持续加剧美国经济不满情绪。</p>
Science & Technology — China Innovation 9th; Embodied AI Standard</h3>
China's national innovation index rose to 9th globally. The country published its first industry standard for embodied AI (具身智能), a milestone for robotics and physical AI. Internationally, AI-generated deepfake X-rays can now fool both doctors and AI diagnostic models, raising medical imaging security concerns.</p>
中国国家创新指数升至全球第九。具身智能领域首份行业标准正式发布，是机器人与物理AI标准化的重要里程碑。国际上，AI生成的虚假X光片已足以欺骗医生和AI诊断系统，引发医学影像安全关注。</p>
Healthcare — Paralysis Device Approved; Cancer Drug Insight</h3>
Chinese regulators cleared a device helping severely paralyzed patients restore hand movement. Scientists discovered why some chemotherapy drugs fail selectively — they become trapped in tumor cell lysosomes. Separate research identified gut cells that signal the brain to suppress appetite during parasitic infection.</p>
中国监管机构批准帮助重度瘫痪患者恢复手部运动的医疗设备。科学家发现部分化疗药物失效原因：药物被困在肿瘤细胞溶酶体内。另一研究发现肠道细胞在感染寄生虫时向大脑发出抑制食欲信号。</p>

Policy Signals</h2>
经济与产业</strong></p>

江西规上工业企业超七成完成数智化改造，制造业数字化转型提速</li>
国产大马力拖拉机加速迭代，春耕"新质生产力"显现</li>
具身智能领域首份行业标准正式发布，推动物理AI/机器人标准化</li>
中国国家创新指数综合排名升至全球第九</li>
"快递进村"邮政兜底专项试点启动，农村物流基础设施覆盖加速</li> </ul>
社会民生</strong></p>

内蒙古加大"十五五"期间民生保障力度</li>
农村饮水安全惠民工程报道</li> </ul>
意识形态与政治</strong></p>

持续强化中国式现代化理论自信：《从中国式现代化理论领悟为什么中国一定能成功》</li>
强调干部正确政绩观：《筑牢干事创业的思想根基》</li>
2026中国网络媒体论坛在郑州举行，推进媒体融合发展</li> </ul>
国际</strong></p>

强化对外合作叙事：《把握住同中国的合作机遇就把握住了未来》</li>
对日历史问题强硬表态：《日本右翼对历史的重构十分危险》</li>
中老铁路"一带一路"人文交流宣传持续</li> </ul>

Source: 人民日报 2026-03-30; 求是 2026年第6期（2026-03-16）</p> </blockquote>

Finance Market</h2>
Index / Asset</th> Value</th> Change</th></tr></thead>

S&P 500</td> 6,368.85</td> -1.67% (Fri Mar 27 close)</td></tr>
Nasdaq Composite</td> 20,948.36</td> -2.15% (Fri Mar 27 close)</td></tr>
Dow Jones</td> 45,166.64</td> -1.73% (Fri Mar 27 close)</td></tr>
SSE Composite (上证)</td> 3,913.72</td> +0.63%</td></tr>
CSI 300 (沪深300)</td> 4,502.57</td> +0.56%</td></tr>
Hang Seng (HSI)</td> 24,684.54</td> -1.07%</td></tr>
Nikkei 225</td> 51,885.85</td> -2.80%</td></tr>
FTSE 100</td> 9,984.49</td> +0.17%</td></tr>
Brent Crude Oil</td> ~$107.60 / bbl</td> +50%+ since war</td></tr>
Gold</td> ~$4,485.60 / oz</td> —</td></tr>
USD/CNY (PBOC fix)</td> 6.9223</td> vs. 6.9141 prev.</td></tr> </tbody></table>
US indices: Friday March 27 close. Asian markets: March 30 intraday. European data: most recent available session.</em></p>

Generated: 2026-03-30 UTC+8</p>

Daily Briefing — 2026-03-29

Unknown — Sun, 29 Mar 2026 00:00:00 +0000

World News</h2>
Middle East — Iran War Escalation (Day 30)</h3>
On Day 30 of the U.S.-Israel war against Iran, President Trump said Sunday that Iran has agreed to "most of" a 15-point list of U.S. demands conveyed via Pakistan. However, the Pentagon is simultaneously preparing for "weeks of U.S. ground operations" in Iran. Foreign ministers from Pakistan, Saudi Arabia, Turkey, and Egypt gathered in Islamabad to coordinate a diplomatic off-ramp. An Iranian strike on a Saudi air base wounded at least 15 U.S. service members, and Yemen's Houthi rebels launched missiles at Israel that were intercepted. Lebanon's health ministry reported 1,238 people killed by Israeli strikes since the war with Hezbollah began on March 2. The U.S. Embassy in Doha reduced operations to emergency-only staff.</p>
第30天，美以对伊朗战争持续。特朗普周日表示伊朗已同意美国15点要求中"大部分内容"，局势出现有限缓和迹象。但五角大楼同时正为"数周地面作战行动"做准备。巴基斯坦、沙特、土耳其和埃及外长在伊斯兰堡会面，协商降级方案。伊朗对沙特空军基地发动导弹袭击，致至少15名美军受伤；也门胡塞武装向以色列发射导弹被拦截。黎巴嫩报告自3月2日以来已有1,238人在以军空袭中丧生。美驻卡塔尔大使馆缩减至应急运作。</p>
Middle East — Energy Shock</h3>
Brent crude closed at $112.57/bbl (+4.22%) on March 27, its highest level since 2022, as Iran's near-closure of the Strait of Hormuz threatened ~20% of global oil supply. Dubai's Jebel Ali port was suspended following a fire from aerial interception, threatening global supply chains. WTI briefly topped $100 intraday.</p>
布伦特原油3月27日收于112.57美元/桶（+4.22%），创2022年以来新高。伊朗实际封锁霍尔木兹海峡威胁全球约20%石油供应。迪拜杰贝阿里港因防空拦截引发火灾而暂停运营，威胁全球供应链。WTI盘中一度突破100美元。</p>
Europe — Joint Statements on Middle East & Domestic</h3>
Italy, Germany, France, and the UK issued a joint statement on March 29 opposing an Israeli bill that would expand the death penalty's scope. Additional nations also signed a March 19 joint statement condemning Iranian attacks on Gulf shipping and calling for the Strait of Hormuz to reopen. Europe entered daylight saving time as clocks moved forward one hour. A fire ripped through a German nightclub, forcing hundreds to evacuate.</p>
意、德、法、英四国联合发表声明，反对以色列扩大死刑适用范围的议案。更多国家加入3月19日关于谴责伊朗袭击波斯湾商船的联合声明，并呼吁重开霍尔木兹海峡。欧洲进入夏令时，时钟拨快一小时。德国一家夜总会发生火灾，数百人被疏散。</p>
Southeast Asia — Nuclear Energy Push</h3>
Southeast Asian nations accelerated their embrace of nuclear energy amid soaring oil prices. Vietnam signed a nuclear power deal with Russia on March 24; the Philippines saw protests near Malacanang on March 29 as workers rallied against rising fuel costs. Malaysia is pursuing rail links to strengthen its Europe-Asia trade position amid the Hormuz disruption.</p>
受伊朗战争引发的油价飙升影响，东南亚各国加速拥抱核能。越南3月24日与俄罗斯签署核电协议；菲律宾运输工人3月29日在马拉卡南宫附近抗议油价上涨。马来西亚寻求建设新铁路，巩固其在霍尔木兹危机导致的欧亚贸易航线重组中的战略地位。</p>
North America — Pope Leo XIV Rejects War Justification</h3>
Pope Leo XIV used the Palm Sunday Mass at St. Peter's Square on March 29 — before tens of thousands — to reject the idea that God justifies war, and prayed especially for Christians in the Middle East. The message was widely interpreted as an implicit rebuke of the U.S.-Israeli military campaign against Iran.</p>
教皇利奥十四世3月29日在圣彼得广场棕枝主日弥撒上，向数万名信徒明确拒绝"上帝为战争辩护"的论断，并特别为中东基督徒祈祷。此举被广泛解读为对美以对伊军事行动的隐性谴责。</p>
South America — Argentina's Political Crisis</h3>
Argentine President Javier Milei's government closed one of its worst weeks in office on March 29, beset by an expanding judicial front targeting Cabinet Chief Manuel Adorni, adverse market signals, and the collapse of its messaging strategy around historical memory. International and domestic pressures are intensifying pressure on the administration's economic shock therapy.</p>
阿根廷总统米莱政府3月29日结束执政以来最艰难的一周：内阁主任阿多尔尼面临扩大的司法追究，市场信号不利，围绕历史记忆的舆论攻势宣告失败。内外压力叠加，令米莱的经济休克疗法面临严峻考验。</p>
Science & Technology — AI in Healthcare vs. Patient Trust</h3>
A Sage Growth Partners survey released March 29 found 57% of healthcare executives rank AI-based clinical tools as their top tech initiative for the next two years — yet simultaneously 57% of patients say AI is not mature enough for doctors to rely on. New U.S. cholesterol guidelines shift toward earlier, personalized prevention; a global research review confirmed nicotine e-cigarettes are among the most effective smoking cessation tools.</p>
Sage Growth Partners 3月29日调查显示，57%的医疗机构高管将AI临床工具列为未来两年首要技术投资，但同时有57%的患者认为AI尚未成熟到可供医生依赖。美国新版胆固醇指南聚焦更早期、个性化的心脏病预防；全球大规模研究综述证实含尼古丁电子烟是最有效的戒烟工具之一。</p>
Science — Oceanic and Microplastics Discoveries</h3>
Scientists reported that microplastics pollution estimates may have been systematically inflated by contamination from researchers' own lab gloves. Near Japan, the magma system linked to the most powerful Holocene eruption is slowly rebuilding. Ocean "missing" plastic has fragmented into trillions of nanoplastics now dispersed through water, air, and living organisms.</p>
科学家报告称，此前微塑料污染研究估计值可能因实验室手套污染而系统性偏高。日本附近海底发现全新世最强火山喷发相关岩浆系统正在缓慢重建。海洋"消失"的塑料已分解为无数纳米塑料颗粒，广泛散布于水体、空气和生物体内。</p>

Policy Signals</h2>

全国统一大市场</strong>：河南加快建设全国统一大市场循环枢纽，强调地方在内循环中的战略节点作用。</li>
正确政绩观</strong>：党政干部深入学习"树立和践行正确政绩观"，中央整顿干部考核导向信号明确。</li>
高质量建设与高效能治理并重</strong>：推动建设与治理一体推进，关注城镇化与基层治理质量。</li>
数字消费</strong>：2025年全国数字消费规模达25.3万亿元，数字经济持续扩张。</li>
节能设备推广</strong>：四部门联合推进节能设备供给与应用，能源转型政策加码。</li>
体验经济</strong>：文化产业由"卖作品"转向"卖体验"，消费升级政策信号明显。</li>
出口信保</strong>：增强出口信用保险支持力度，在地缘政治风险上升背景下稳外贸信号突出。</li>
创新药</strong>：今年已有10款创新药获批上市，医药创新政策成效显现。</li>
农村振兴</strong>：春季农村发展专题报道，乡村振兴叙事持续强化。</li> </ul>

Source: 人民日报 2026-03-29（第1-2版）; 求是 2026年第6期（2026-03-16）</p> </blockquote>

Finance Market</h2>
Market</th> Index / Price</th> Change</th></tr></thead>

S&P 500</td> 6,368.85</td> -1.67%</td></tr>
Nasdaq Composite</td> 20,948.36</td> -2.15%</td></tr>
Dow Jones</td> 45,166.64</td> -1.73%</td></tr>
SSE Composite</td> 3,914.00</td> —</td></tr>
CSI 300</td> 4,491.95</td> -0.24%</td></tr>
Hang Seng (HSI)</td> 26,710.45</td> +1.38%</td></tr>
Nikkei 225</td> 53,373.07</td> -0.43%</td></tr>
FTSE 100</td> 9,967.35</td> —</td></tr>
DAX</td> 22,300.75</td> —</td></tr>
Brent Crude</td> $112.57 / bbl</td> +4.22%</td></tr>
WTI Crude</td> $99.64 / bbl</td> +5.46%</td></tr>
Gold (spot)</td> $4,433.53 / oz</td> —</td></tr>
USD / CNY</td> 6.9189</td> -0.01%</td></tr> </tbody></table>
Data: Friday March 27, 2026 close (markets closed March 28–29 weekend).</em></p>

Generated: 2026-03-30 UTC+8</p>

Daily Briefing — 2026-03-28

Unknown — Sat, 28 Mar 2026 00:00:00 +0000

World News</h2>
Middle East — US-Israel War on Iran (Day 29)</h3>
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.</p>
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。</p>
Energy & Trade — Strait of Hormuz Disruption</h3>
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.</p>
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。</p>
Southeast Asia — Nuclear Energy Revival</h3>
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.</p>
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。</p>
Europe — Paris Terror Foiled</h3>
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.</p>
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。</p>
East Asia — China's Boao Forum & Diplomacy</h3>
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.</p>
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。</p>
Science & Technology — Superconductivity Record & Solar Breakthrough</h3>
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.</p>
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。</p>
Healthcare — Gene Therapy & Cognitive Research</h3>
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.</p>
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%。</p>

Policy Signals</h2>

工业利润强劲增长</strong>: 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。</li>
党的地方委员会工作条例审议</strong>: 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。</li>
博鳌论坛多边主义表态</strong>: 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。</li>
"稳定与可预期最珍贵"</strong>: 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。</li>
"参与者才能成为赢家"</strong>: 强调主动参与全球经济治理，反对脱钩观点。</li>
全球数字经济包容性倡议</strong>: 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。</li>
韩正访问南非，深化中非经贸</strong>: 中南经贸合作论坛聚焦互利合作深化。</li>
王毅通话巴基斯坦外长</strong>: 涉及中东局势与区域安全协调，中巴关系持续强化。</li>
雄安产业发展</strong>: 雄安新区产业基础建设持续推进，长期新区战略加速落地。</li>
深圳前海港资创业占近90%</strong>: 粤港澳大湾区深度融合持续推进。</li>
青海算力同比增长161%</strong>: 西部算力基础设施建设提速，数字新基建向内陆延伸。</li>
社会物流总额58.6万亿元</strong>: 前两月物流规模稳健，供应链韧性持续修复。</li>
医疗器械市场规模1.44万亿元</strong>: 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。</li>
西藏民生改善</strong>: 边疆民族地区发展叙事强化。</li> </ul>

Source: 人民日报 2026-03-28; 求是 2026年第6期（2026-03-16）</p> </blockquote>

Finance Market</h2>
Market data as of Friday, March 27, 2026</strong> close (markets closed Saturday March 28):</p>
Index / Asset</th> Value</th> Change</th></tr></thead>

S&P 500</td> 6,368.85</td> -1.67%</td></tr>
Nasdaq Composite</td> 20,948.36</td> -2.15%</td></tr>
Dow Jones (DJIA)</td> 45,166.64</td> -1.73%</td></tr>
SSE Composite (上证综指)</td> 3,913.72</td> +0.63%</td></tr>
CSI 300 (沪深300)</td> 4,502.57</td> +0.56%</td></tr>
Hang Seng Index (HSI)</td> 24,856</td> ~-1.9%</td></tr>
Nikkei 225</td> 53,373</td> -0.43%</td></tr>
FTSE 100</td> 9,967.35</td> -0.05%</td></tr>
DAX</td> 22,294</td> -1.41%</td></tr>
WTI Crude Oil</td> $100.92 / bbl</td> —</td></tr>
Brent Crude Oil</td> $107.81 / bbl</td> —</td></tr>
Gold (XAU/USD)</td> ~$4,433 / oz</td> —</td></tr>
USD/CNY</td> 6.9189</td> -0.01%</td></tr> </tbody></table>

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.</p> </blockquote>

Generated: 2026-03-30 UTC+8</p>

Daily Briefing — 2026-03-27

Unknown — Fri, 27 Mar 2026 00:00:00 +0000

World News</h2>
Geopolitics / Middle East 地缘政治·中东</h3>
The US-Iran war enters its fourth week with no resolution in sight. President Trump extended the deadline for Iran to reopen the Strait of Hormuz by 10 days to April 6, but oil supply fears continue to weigh on markets. Secretary of State Rubio told G7 ministers that another 2-4 weeks may be needed. Iran's Revolutionary Guards warned civilians to avoid US bases in the region. Iran-backed hackers breached FBI Director Kash Patel's personal emails.</p>
美伊战争进入第四周仍无解决方案。特朗普总统将伊朗重开霍尔木兹海峡的最后期限延长10天至4月6日，但石油供应担忧持续冲击市场。国务卿卢比奥告知G7外长可能还需2-4周时间。伊朗革命卫队警告平民远离美军在中东基地。伊朗支持的黑客入侵了FBI局长卡什·帕特尔的个人邮箱。</p>
North America 北美</h3>
House Republicans rejected a DHS funding package passed by the Senate, extending the 42-day partial government shutdown. "No Kings" protests against the Trump administration are scheduled across US cities on Saturday. The IOC banned transgender women from competing in women's Olympic events, effective with the 2028 Los Angeles Games. Golf legend Tiger Woods was arrested on DUI charges in Florida after a rollover crash.</p>
众议院共和党人否决了参议院通过的DHS拨款方案，政府部分停摆已持续42天。反特朗普政府的"无国王"抗议活动定于周六在全美城市举行。国际奥委会禁止跨性别女性参加女子奥运比赛，2028年洛杉矶奥运会生效。高尔夫传奇老虎伍兹在佛罗里达翻车事故后因酒驾被捕。</p>
Europe 欧洲</h3>
G7 Foreign Ministers met outside Paris, with Rubio acknowledging the Iran war may extend past initial timelines. The EU Parliament unblocked a key political hurdle in digital euro talks. The EU is pursuing a "digital divorce" from US technology with €20 billion for AI infrastructure and domestic tech alternatives. Austria is considering a social media ban for under-14s.</p>
G7外长在巴黎近郊会晤，卢比奥承认伊朗战争可能超出最初时间表。欧洲议会为数字欧元谈判扫除关键政治障碍。欧盟正推进与美国技术"数字脱钩"，投入200亿欧元发展AI基础设施和本土技术替代方案。奥地利正在考虑禁止14岁以下青少年使用社交媒体。</p>
East Asia 东亚</h3>
The Boao Forum for Asia Annual Conference 2026 concluded today after four days of discussions. About 2,000 delegates from over 60 countries participated. Singapore PM Lawrence Wong said China can help Asia build new forms of cooperation. The forum comes 100 days after Hainan Free Trade Port's full customs closure operation began. China urges Japan to fully investigate the embassy intrusion incident.</p>
博鳌亚洲论坛2026年年会今日落幕，为期四天。来自60多个国家约2000名代表参会。新加坡总理黄循财表示中国可帮助亚洲建立新型合作形式。本届论坛恰逢海南自贸港全岛封关运作100天。中方敦促日方全面调查使馆闯入事件。</p>
Southeast Asia 东南亚</h3>
Philippines and France signed a visiting forces agreement allowing joint military training. President Marcos said the Philippines has enough crude oil supply until June. Malaysia is examining nuclear power options after the Iran war disrupted regional fuel flows. Chinese robotaxi firm Pony AI reported its first quarterly profit.</p>
菲律宾与法国签署访问部队协议，允许联合军事训练。马科斯总统称菲律宾原油供应可维持至6月。马来西亚在伊朗战争扰乱区域燃料流通后正研究核电方案。中国无人驾驶出租车公司小马智行首次实现季度盈利。</p>
Economy 经济</h3>
Markets tumbled as crude oil surged above $110/barrel. The S&P 500 fell 1.67% to 6,368.85, marking its fifth straight weekly loss. The Dow dropped 1.73% to 45,166.64, entering correction territory. The Nasdaq declined 2.15% to 20,948.36. VIX spiked to 31.05. Moody's puts US recession probability at 49%; Goldman Sachs at 30%. SoftBank secured a $40B bridge loan for OpenAI investments.</p>
原油价格飙升至110美元/桶以上，市场暴跌。标普500指数下跌1.67%至6368.85点，连续第五周下跌。道指下跌1.73%至45166.64点，进入技术性调整区间。纳斯达克下跌2.15%至20948.36点。VIX恐慌指数飙升至31.05。穆迪将美国衰退概率定为49%，高盛为30%。软银获得400亿美元过桥贷款用于OpenAI投资。</p>
Science & Technology 科技</h3>
NASA's Artemis 2 astronauts arrived at Kennedy Space Center ahead of the historic April 1 launch to fly around the moon. Mars dust storms may have blasted ancient water into space. Scientists created a "superfood" for honeybees by engineering yeast. Google's TurboQuant compression technology is disrupting AI memory chip demand. A federal judge blocked the Pentagon from labeling Anthropic a supply chain risk.</p>
NASA阿尔忒弥斯2号宇航员抵达肯尼迪航天中心，准备4月1日历史性绕月飞行。火星沙尘暴可能将古代水吹入太空。科学家通过工程酵母为蜜蜂创造"超级食品"。谷歌TurboQuant压缩技术正在颠覆AI内存芯片需求。联邦法官阻止五角大楼将Anthropic列为供应链风险。</p>

Policy Signals 政策信号</h2>
博鳌亚洲论坛 2026年年会 (3月24-27日)</strong></p>

主题："塑造共同未来：新形势、新机遇、新合作"</li>
论坛成立25周年，约2000名代表参会</li>
新加坡总理黄循财、韩国总理金民锡等出席</li>
海南自贸港封关运作满100天，成为展示开放的窗口</li>
发布《亚洲经济前景及一体化进程2026年度报告》，预计亚洲经济增速4.5%</li> </ul>
2026中关村论坛年会 (3月25日)</strong></p>

主题："科技创新与产业创新深度融合"</li>
丁薛祥出席开幕式</li>
北京国际科技创新中心扩围至京津冀，上海扩围至长三角</li>
34个重大投资项目签约，总金额619.91亿元</li> </ul>
其他信号</strong></p>

全国人大常委会委员长赵乐际会见博鳌论坛理事和与会代表</li>
中度以上失能老年人养老服务消费补贴项目：截至目前核销消费券332.8万张，核销金额23.5亿元，带动养老服务消费115亿元</li>
国家副主席韩正访问肯尼亚，推动中非合作</li> </ul>

Source: 人民网、新华社、央广网 2026-03-27</p> </blockquote>

Finance Market 金融市场</h2>
Index</th> Close</th> Change</th></tr></thead>

S&P 500</td> 6,368.85</td> -1.67%</td></tr>
Dow Jones</td> 45,166.64</td> -1.73%</td></tr>
Nasdaq</td> 20,948.36</td> -2.15%</td></tr>
VIX</td> 31.05</td> +13%</td></tr>
Brent Crude</td> $113/bbl</td> +7%</td></tr>
Gold</td> ~$4,421</td> +0.9%</td></tr>
Bitcoin</td> ~$66,648</td> -3.1%</td></tr>
Shanghai Composite</td> +0.56%</td> </td></tr>
CSI 300</td> 4,502.57</td> +0.56%</td></tr>
Hang Seng</td> 24,951.88</td> +0.38%</td></tr>
Nikkei 225</td> 53,373.07</td> -0.43%</td></tr>
Kospi</td> 5,438.87</td> -0.4%</td></tr> </tbody></table>
Key drivers:</strong> Iran war oil supply disruption, elevated energy prices, recession fears</p>

Generated: 2026-03-27 23:52 UTC</p>

Daily Briefing — 2026-03-26

Unknown — Thu, 26 Mar 2026 00:00:00 +0000

World News</h2>
Economy 经济</h3>
US import prices rose 1.3% in February, the largest monthly increase in nearly four years, suggesting underlying inflationary pressures are building even before the full impact of the Middle East energy shock. Software stocks have been hit hard in 2026, with the IGV ETF down 23% as AI disruption fears weigh on the sector. Merck agreed to acquire Terns Pharmaceuticals for $6.7 billion.</p>
美国2月进口价格上涨1.3%，为近四年最大月度涨幅，表明在中东能源冲击全面显现之前，潜在通胀压力已在积聚。软件类股在2026年遭受重创，IGV ETF下跌23%，AI颠覆担忧持续压制该板块。默克以67亿美元收购Terns Pharmaceuticals。</p>
Geopolitics / Middle East 地缘政治·中东</h3>
The US-Iran war enters its fourth week. The AP reported that Iran received a 15-point US ceasefire proposal via Pakistan, but Iranian state media said Tehran would reject the offer, instead presenting a five-point counterplan including control over the Strait of Hormuz. Iran has begun charging ad-hoc transit fees of up to $2 million per vessel through the strait. Trump alternated between threatening to bomb Iranian power infrastructure and claiming productive negotiations. Oil traders placed millions in bets minutes before Trump's posts on Iran talks, raising suspicion of information leaks.</p>
美伊战争进入第四周。美联社报道称伊朗通过巴基斯坦渠道收到美国15点停火方案，但伊朗国家媒体表示德黑兰将拒绝该提议，转而提出包括控制霍尔木兹海峡在内的五点反方案。伊朗已开始对通过海峡的商船征收每艘高达200万美元的临时过境费。特朗普在威胁轰炸伊朗电力设施与声称谈判富有成效之间反复横跳。石油交易员在特朗普发布伊朗谈话帖子前数分钟投入数百万美元押注，引发信息泄露质疑。</p>
North America 北美</h3>
A jury found Meta and YouTube negligent in a landmark social media addiction trial, determining that their product design features harmed a young user's mental health. Democrat Emily Gregory won a special election in Florida's Palm Beach district — Trump's home turf — continuing a Democratic surge pattern. The US government partial shutdown continues as Senate Republicans explore a DHS funding deal that would fund ICE investigations but not removals. OpenAI announced it is shutting down its Sora video generation app ahead of a potential IPO.</p>
陪审团在具有里程碑意义的社交媒体成瘾诉讼中认定Meta和YouTube存在过失，其产品设计特征损害了一名年轻用户的心理健康。民主党人Emily Gregory在佛罗里达棕榈滩（特朗普大本营）赢得特别选举，延续民主党选举势头。美国政府部分关门持续，参议院共和党人正探索一项DHS拨款方案，只为ICE调查而非遣返提供资金。OpenAI宣布在潜在IPO前关闭Sora视频生成应用。</p>
Europe 欧洲</h3>
Russia launched nearly 400 drones and dozens of missiles at Ukraine overnight, prompting Poland and Romania to scramble NATO fighter jets as strikes approached allied airspace, signaling a possible new spring offensive. In Denmark, Mette Frederiksen's Social Democrats won parliamentary elections but fell short of a majority; coalition talks will take weeks.</p>
俄罗斯连夜向乌克兰发射近400架无人机和数十枚导弹，因打击接近盟国领空，波兰和罗马尼亚紧急出动北约战斗机，这或标志着新一轮春季攻势。丹麦梅特·弗雷泽里克森的社民党赢得议会选举但未获多数席位，组阁谈判将历时数周。</p>
East Asia 东亚</h3>
The Boao Forum for Asia Annual Conference 2026 opens today in Hainan, with NPC Standing Committee Chairman Zhao Leji delivering a keynote. Premier Li Qiang spoke at the China Development Forum, emphasizing that protectionism is not the answer and that China will continue high-level opening up. An intruder forced entry into the Chinese Embassy in Japan; Tokyo pledged enhanced security. Arm unveiled its first in-house chip, targeting $15B revenue by 2031.</p>
博鳌亚洲论坛2026年年会今日在海南开幕，全国人大常委会委员长赵乐际发表主旨演讲。李强总理在中国发展高层论坛上强调保护主义不是出路，中国将继续推进高水平对外开放。日本发生闯入中国大使馆事件，东京承诺加强安保。Arm发布首款自研芯片，目标2031年实现150亿美元收入。</p>
Southeast Asia 东南亚</h3>
Indonesia is seeking $6 billion in savings to buffer its economy from the Middle East war's impact. Vietnam and Russia signed a nuclear power deal amid energy pressure. Malaysia is exploring rail links to strengthen its role in Europe-Asia trade. Thailand finalized its Anutin II cabinet list. The Middle East oil shock is pushing ASEAN nations to scramble for energy alternatives.</p>
印尼正寻求60亿美元的节省措施以缓冲中东战争对其经济的冲击。越南与俄罗斯在能源压力下签署核电协议。马来西亚正探索铁路连接以加强其在欧亚贸易中的地位。泰国完成阿努廷二号内阁名单。中东石油冲击促使东盟各国争相寻找替代能源。</p>
Science & Technology 科技</h3>
Antimatter particles were transported by road for the first time — roughly 100–1,000 antiprotons carried in a Penning trap over 5km in Switzerland. Scientists at Great Ormond Street Hospital created the first lab-grown oesophagus that can restore normal function in a growing animal. Charles Bennett and Gilles Brassard received the 2025 Turing Award for quantum information science. Researchers discovered 24 new deep-sea species including an entirely new superfamily.</p>
反物质粒子首次通过陆路运输——约100至1000个反质子在彭宁阱中经瑞士公路运送5公里。大奥蒙德街医院科学家制造出首个可在生长中的动物体内恢复正常功能的实验室培养食管。Charles Bennett和Gilles Brassard因量子信息科学获2025年图灵奖。研究人员发现24个深海新物种，包括一个全新的超科。</p>
Healthcare 医疗</h3>
Scientists discovered that losing a key protein in small cell lung cancer triggers tumor-promoting inflammation. A drug originally designed for hepatitis C is showing unexpected potential against hepatitis B. Research revealed a hidden neural wiring system in brown fat that could help the body burn more energy. Metformin was found to work directly in the brain through a previously unknown pathway.</p>
科学家发现小细胞肺癌中关键蛋白缺失会触发促肿瘤炎症。一种原本针对丙肝的药物对乙肝显示出意想不到的疗效。研究揭示棕色脂肪中隐藏的神经线路系统可帮助身体燃烧更多能量。二甲双胍被发现通过此前未知的通路直接作用于大脑。</p>
Other Notable Stories 其他重要新闻</h3>
A plane crash at LaGuardia Airport killed both pilots; names have been released. JetBlue is reportedly engaging advisors to explore a merger with a competitor. SpaceX may file for an IPO as early as this week, per The Information. NASA's SLS rocket is being moved for the Artemis II crewed lunar orbit mission.</p>
拉瓜迪亚机场坠机事件导致两名飞行员遇难，身份已公布。据报道捷蓝航空正聘请顾问探索与竞争对手合并。据The Information报道，SpaceX可能最早本周提交IPO申请。NASA的SLS火箭正在为Artemis II载人绕月任务做准备。</p>
Policy Signals</h2>
From People's Daily & official sources (3月22–26日):</strong></p>

国有企业廉洁从业规定修订</strong>：中办、国办印发修订后的《国有企业领导人员廉洁从业规定》，强化国企反腐和党风廉政建设</li>
青年就业16条</strong>：人社部、财政部联合印发促进2026年高校毕业生等青年就业通知，包括民企促就业、基层就业扩容、技能提升行动等</li>
李强在中国发展高层论坛主旨演讲</strong>：强调市场可以被不断创造、良性竞合带来互利共赢、反对保护主义，宣示坚定推进高水平对外开放</li>
博鳌亚洲论坛2026年年会</strong>：赵乐际出席并做主旨演讲，聚焦亚洲合作与全球治理</li>
澜湄合作10周年</strong>：中国与湄公河五国贸易额突破5000亿美元，增长150%</li>
中东局势立场</strong>：外交部呼吁各方立即停止军事行动、回到对话谈判</li>
对非零关税</strong>：中方将于2026年5月1日起对53个非洲建交国全面实施零关税</li>
稀土与萤石重大发现</strong>：中国报告稀土、萤石和重晶石的重大发现</li> </ul>

Source: 人民日报 2026-03-22/23, 外交部例行记者会 2026-03-23, 人民网</p> </blockquote>
Finance Market</h2>
Asset</th> Level</th> Change</th></tr></thead>

S&P 500</td> 6,591.90</td> +0.54% (Wed)</td></tr>
Dow Jones</td> 46,429.49</td> +0.66% (Wed)</td></tr>
Nasdaq</td> 21,929.83</td> +0.77% (Wed)</td></tr>
Brent Crude</td> ~$99.75/bbl</td> -$2.72 vs prior day</td></tr>
Gold</td> ~$4,560/oz</td> Volatile; down from $5,589 ATH in early March</td></tr>
10Y Treasury</td> ~4.42%</td> +8bp (Tue)</td></tr>
VIX</td> ~25</td> Elevated but off recent 30+ highs</td></tr> </tbody></table>
Key themes:</strong> Markets rebounded mid-week on hopes of US-Iran ceasefire. Oil pulled back from $113+ highs as diplomatic signals emerged. Gold remains in correction from all-time high, with JPMorgan targeting $6,300 for 2026. The Magnificent Seven stocks are down 12–13% YTD. Software sector under heavy AI disruption pressure (IGV -23% YTD).</p>

Generated: 2026-03-26 09:00 UTC+8</em></p>

Daily Briefing — 2026-03-25

Unknown — Wed, 25 Mar 2026 00:00:00 +0000

World News</h2>
Economy</h3>
Global trade conditions remain in focus amid persistent uncertainty. The Boao Asia Forum 2026 opened on March 24 in Hainan under the theme "Shaping a Common Future: New Situations, New Opportunities, New Cooperation." Participants highlighted China's role as a stabilizing anchor for the global economy, with multiple international figures praising China's 15th Five-Year Plan as an open invitation for global cooperation. The EU's composite PMI fell to 50.5 in March from 51.9, dragged down by services, as energy shocks from the Middle East conflict raised stagflation concerns.</p>
全球贸易形势持续受到关注。博鳌亚洲论坛2026年年会于3月24日在海南开幕，主题为"塑造共同未来：新形势、新机遇、新合作"。多位国际人士高度评价中国经济的稳定作用及"十五五"规划对外释放的合作信号。受中东冲突能源冲击影响，欧元区3月综合PMI降至50.5，服务业订单8个月来首次下滑，滞胀风险警钟敲响。</p>
Politics & Geopolitics</h3>
China's Foreign Ministry expressed serious alarm after a self-identified Japanese Self-Defense Force member scaled the wall of the Chinese Embassy in Tokyo on March 24, threatening to kill Chinese diplomats "in the name of God." Beijing lodged strong protests, demanding Japan investigate and punish the perpetrator, citing it as evidence of Japan's growing far-right and "neo-militarist" tendencies. Separately, China's FM Wang Yi spoke by phone with Iranian FM Araghchi, reiterating that all hotspot issues must be resolved through dialogue, and pledging to support mediation efforts toward a ceasefire.</p>
3月24日，一名自称日本自卫队现役官员的人翻墙强行闯入中国驻日本大使馆，威胁杀害中国外交人员。中方对此深感震惊，提出强烈抗议，并要求日本彻查严惩。北京指出，此事件再次反映日本国内极右翼势力猖獗与"新型军国主义"抬头。与此同时，外交部长王毅与伊朗外长通话，重申通过对话解决热点问题的立场，承诺继续积极劝和止战。</p>
Southeast Asia</h3>
Malaysia formally banned all electronic waste imports, reclassifying e-waste under its customs law as "absolutely prohibited." The move follows years of illegal dumping by overseas firms, particularly from the United States, which accounted for roughly 75% of Malaysia's e-waste imports between 2023 and early 2025. The ban is backed by cross-ministry enforcement, port-level container inspections, and a newly established E-Waste Coordination Task Force.</p>
马来西亚正式全面禁止电子垃圾进口，将其列入海关"绝对禁止"类别。数据显示，2023年至2025年初，美国向马来西亚出口逾13万吨电子垃圾，约占马方同期进口总量的75%。马方已建立跨部门协同执法机制，并成立电子垃圾协调特别委员会，推进全链条管控。</p>
East Asia</h3>
South Korea lodged a formal protest after Japan's government approved high school textbooks containing claims over Dokdo (Takeshima) island and descriptions deemed to downplay the "comfort women" issue and wartime labor mobilization. Seoul demanded immediate corrections, reaffirming that Dokdo is unequivocally Korean sovereign territory. Japan's push to nationalize defense production facilities also continued, drawing widespread unease domestically, with critics warning Japan is "removing its 'peace nation' signboard."</p>
韩国就日本政府批准在高中教科书中涉及"独岛"领土主张及淡化慰安妇、强征劳工问题的内容，提出强烈抗议，要求日方立即纠正。与此同时，日本推进防卫装备工厂国有化的计划持续引发国内广泛担忧，批评人士警告日本正在"摘掉和平国家的招牌"。</p>
Europe</h3>
The ECB warned that the Middle East conflict could drag on eurozone growth and push inflation higher, projecting 2026 eurozone growth at just 0.9% and headline inflation at 2.6%. European leaders at Boao emphasized that China remains a critical partner for stable development and called for stronger interconnectivity, noting that the 15th Five-Year Plan opens new investment opportunities in green tech, EVs, and digital AI sectors.</p>
欧洲央行警告，中东冲突可能拖累欧元区经济增长并加大通胀上行压力，预计2026年欧元区经济增长仅0.9%，总体通胀率2.6%。出席博鳌论坛的欧方人士强调，中国仍是欧洲稳定发展的关键伙伴，"十五五"规划在绿色技术、电动汽车和人工智能领域为欧洲企业带来新的投资机遇。</p>
The Middle East</h3>
Iran's Supreme National Security Council Secretary Ali-Akbar Ahmadian was killed in an attack, and President Pezeshkian appointed Mohammad Baqer Zolqadr as his replacement. Iranian FM Araghchi told Wang Yi that Iran is committed to a full ceasefire rather than a temporary halt, and that the Strait of Hormuz remains open to all except nations actively engaged in hostilities. The eurozone PMI decline was explicitly linked to energy shocks from the ongoing Middle East conflict.</p>
伊朗最高国家安全委员会秘书拉里贾尼遇袭身亡，伊朗总统任命佐勒加德尔接任。伊朗外长阿拉格齐在与王毅的通话中表示，伊方致力于实现全面停战而非暂时停火，并强调霍尔木兹海峡对各方开放，但正在交战的国家除外。中东冲突造成的能源冲击已被明确指为欧元区PMI下滑的主因之一。</p>
South America</h3>
No major breaking developments reported today.</p>
无重大突发新闻。</p>
North America</h3>
No major breaking developments reported today directly from North America, though US trade and tariff policy continued to weigh on global sentiment at the Boao Forum, with multiple participants calling for open, rules-based multilateral trade.</p>
博鳌论坛与会者继续就美国贸易及关税政策对全球经济的影响表达关切，呼吁坚持开放的多边贸易规则体系。</p>
Science & Technology</h3>
China announced the discovery of the world's second-largest light rare earth deposit in Sichuan's Mianning County, with newly confirmed reserves of 9.666 million tons REO, bringing the site's total to 11.46 million tons — a 500%+ increase. China also unveiled its first domestically produced commercial 2×6MV tandem accelerator, fully domestically sourced, marking a new high in high-end instrument manufacturing. Separately, a brain-computer interface device received national medical insurance classification in China, the first such implantable BCI to reach clinical application.</p>
中国在四川省冕宁县牦牛坪矿区新增稀土资源量966.6万吨，累计查明资源量达1146万吨，升至全球在产稀土矿山资源储量世界第二，增幅超500%。与此同时，我国首台商用2×6MV串列加速器完成组装，零部件全部国产，标志着我国在串列加速器制造领域达到国际先进水平。此外，全球首款侵入式脑机接口医疗器械正式获批上市，国家医保局已完成医保编码赋码，打通创新产品临床应用通道。</p>
Healthcare</h3>
China's National Health Commission and China Meteorological Administration jointly issued the first-ever national pollen concentration forecast service, warning that parts of North China will see "very high" (Level 5) pollen concentrations from March 27–29, primarily from tree species. The guidance urges allergy sufferers to take precautions, including N95 masks, sealed goggles, and smooth-surfaced outer garments.</p>
国家卫生健康委和中国气象局联合发布首期全国花粉浓度预报服务提示，预计3月27日至29日华北多地花粉浓度将达最高等级"很高（5级）"。建议过敏人群及时关注花粉预报，外出佩戴N95口罩及防护眼镜，穿表面光滑的长衣长裤，归家后及时换衣、洗脸、冲洗鼻腔。</p>
Other Notable Stories</h3>
Xi Jinping visits Xiong'an.</strong> On March 23, President Xi chaired a symposium on high-quality development of Xiong'an New Area, expressing "full confidence" in its future. Nine years after its founding, Xiong'an has completed over 1 trillion yuan in investment, developed ~215 km², and grown to a permanent population of 1.41 million. The 15th Five-Year Plan calls for building Xiong'an into a "modern city of high standards."</p>
习近平考察雄安新区。</strong> 3月23日，习近平总书记赴雄安考察并主持召开深入推进雄安新区高质量建设和发展座谈会，对雄安发展前景"充满信心"。雄安新区设立9年来，累计完成投资超万亿元，开发面积约215平方公里，常住人口增至141万。"十五五"规划纲要明确提出高标准高质量推进雄安建设现代化城市。</p>
China's high-tech sector accelerates.</strong> Tax data released March 24 showed high-tech industry revenue grew 16.1% YoY in Jan–Feb 2026, with aerospace/aviation equipment up 28.5% and electronics/telecom up 18.4%.</p>
高技术产业增势良好。</strong> 税务总局最新数据显示，今年前2月高技术产业销售收入同比增长16.1%，其中航空航天器设备制造业、电子及通信设备制造业同比分别增长28.5%和18.4%。</p>

Policy Signals</h2>
Source: 人民日报 2026-03-25 (Pages 01–03)</em></p>

Xiong'an as strategic priority</strong>: Xi's visit and symposium reinforce Xiong'an's role as Beijing's non-capital function relocation hub. Key signals: accelerating SOE headquarters relocations, "high standards ≠ high cost," and fostering new quality productive forces in AI, space info, and new materials.</li>
15th Five-Year Plan as global cooperation blueprint</strong>: The Boao Forum framing of the "15th Five-Year Plan as the world's opportunity" signals a deliberate push to position China's domestic roadmap as an open invitation for foreign investment and trade partnership, particularly targeting emerging markets and EU.</li>
Digital China construction</strong>: The 9th Digital China Construction Summit (Fuzhou, April 29–30) was announced, with themes focused on AI+ and data factor dual-drive. The digital economy's share of GDP rose from 7.8% (2020) to 10.5%+ (2025), CAGR ~12.8%.</li>
Cross-regional coordinated development</strong>: Commentary highlighted East–West energy and compute corridor advances (Xinjiang power exports crossing 300 billion kWh; Gansu smart compute exceeding 110,000 PFLOPS), signaling continued policy support for infrastructure-driven regional integration.</li> </ul>

Finance Market</h2>
Market data unavailable — external finance APIs are blocked in this network environment. Please check manually or enable web access.</em></p>
Index</th> Price</th> Change</th></tr></thead>

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Hang Seng</td> —</td> —</td></tr>
S&P 500</td> —</td> —</td></tr>
Dow Jones</td> —</td> —</td></tr>
Nasdaq</td> —</td> —</td></tr>
Gold</td> —</td> —</td></tr>
USD/CNY</td> —</td> —</td></tr> </tbody></table>

Generated: 2026-03-25 · Source: Planner/todo.txt, 人民日报 2026-03-25</em></p>

Daily Briefing

Daily Briefing — 2026-04-06

World News</h2>

Daily Briefing — 2026-04-05

World News</h2>

Daily Briefing — 2026-04-04

World News</h2>

Daily Briefing — 2026-04-03

World News</h2>

Policy Signals</h2>

Daily Briefing — 2026-04-02

World News</h2>

Daily Briefing — 2026-04-01

World News</h2>

Daily Briefing — 2026-03-31

World News</h2>

Policy Signals</h2>

Daily Briefing — 2026-03-30

World News</h2>

Daily Briefing — 2026-03-29

World News</h2>

Daily Briefing — 2026-03-28

World News</h2>

Daily Briefing — 2026-03-27

World News</h2>

Daily Briefing — 2026-03-26

World News</h2>

Daily Briefing — 2026-03-25

World News</h2>

South America</h3> No major breaking developments reported today.</p> 无重大突发新闻。</p>

South America</h3>
No major breaking developments reported today.</p>
无重大突发新闻。</p>