{
  "schemaVersion": "1.0",
  "product": "破茧",
  "date": "2026-05-28",
  "updatedAt": "2026-05-29T03:30:39+08:00",
  "timezone": "Asia/Shanghai",
  "topStories": [
    {
      "id": "china-industrial-profits-2026-04",
      "title": "中国工业利润：1—4 月规模以上工业企业利润同比增长 18.2%；4 月单月增长 24.7%",
      "point": "工业利润修复与行业分化并存，电子、有色、化工走强，汽车、黑色金属、建材仍承压。",
      "date": "2026-05-27",
      "sourceName": "国家统计局",
      "url": "https://www.stats.gov.cn/sj/zxfbhjd/202605/t20260527_1963808.html",
      "tags": [
        "经济结构",
        "中国"
      ]
    },
    {
      "id": "iea-world-energy-investment-2026",
      "title": "全球能源投资：IEA 预计 2026 年全球能源投资达 3.4 万亿美元；霍尔木兹风险重塑投资优先级",
      "point": "能源安全、供给路线多元化、电网、储能、LNG 和核电投资正在同一轮冲击中重新排序。",
      "date": "2026-05-28",
      "sourceName": "International Energy Agency",
      "url": "https://www.iea.org/news/impacts-of-middle-east-conflict-set-to-reshape-energy-investment-plans-as-disruptions-put-focus-on-security",
      "tags": [
        "能源",
        "全球"
      ]
    },
    {
      "id": "nvidia-q1-fy2027-results-2026",
      "title": "NVIDIA：一季度收入 816 亿美元；数据中心收入 752 亿美元并调整披露框架",
      "point": "AI 基础设施需求继续集中到算力、网络和数据中心平台，芯片公司收入结构与资本回报同步变化。",
      "date": "2026-05-20",
      "sourceName": "NVIDIA",
      "url": "https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Announces-Financial-Results-for-First-Quarter-Fiscal-2027/default.aspx",
      "tags": [
        "行业雷达",
        "AI",
        "全球"
      ]
    },
    {
      "id": "china-cross-border-broker-cleanup-2026",
      "title": "跨境券商监管：证监会等八部门启动 2 年集中整治；非法跨境证券期货基金经营被列入重点",
      "point": "金融平台、跨境账户、境内获客和投资者合法渠道将进入更明确的监管清理周期。",
      "date": "2026-05-22",
      "sourceName": "中国证监会",
      "url": "https://www.csrc.gov.cn/csrc/c100028/c7634324/content.shtml",
      "tags": [
        "监管与政策",
        "中国"
      ]
    },
    {
      "id": "who-ebola-bundibugyo-pheic-2026",
      "title": "公共卫生：WHO 将 DRC 与乌干达 Bundibugyo 埃博拉疫情定为国际关注突发公共卫生事件",
      "point": "该病毒无获批疫苗或特异治疗，跨境流动、矿区与人道危机背景会提高区域响应难度。",
      "date": "2026-05-17",
      "sourceName": "World Health Organization",
      "url": "https://www.who.int/news/item/17-05-2026-epidemic-of-ebola-disease-in-the-democratic-republic-of-the-congo-and-uganda-determined-a-public-health-emergency-of-international-concern",
      "tags": [
        "低关注异常信号",
        "公共卫生",
        "全球"
      ]
    }
  ],
  "markets": [],
  "modules": {
    "technology": [
      {
        "id": "openai-realtime-voice-api-2026",
        "title": "OpenAI：API 推出新一代实时语音、翻译与转录模型；语音应用转向推理和实时行动",
        "point": "语音交互从听写和客服升级到多语言、低延迟、可执行任务的应用接口。",
        "date": "2026-05-07",
        "sourceName": "OpenAI",
        "url": "https://openai.com/index/advancing-voice-intelligence-with-new-models-in-the-api/",
        "tags": [
          "科技",
          "AI",
          "全球"
        ]
      },
      {
        "id": "anthropic-kpmg-enterprise-ai-2026",
        "title": "Anthropic/KPMG：KPMG 将 Claude 接入核心业务，并向 27.6 万多名员工开放",
        "point": "专业服务业把 AI 从试点推向全员工作流，税务、法律、安全与私募股权服务会成为落地场景。",
        "date": "2026-05-19",
        "sourceName": "Anthropic",
        "url": "https://www.anthropic.com/news/anthropic-kpmg?939688b5_page=1",
        "tags": [
          "科技",
          "企业AI",
          "全球"
        ]
      }
    ],
    "geopolitics": [
      {
        "id": "gaza-hamas-military-leader-killed-2026",
        "title": "加沙：Hamas 确认新任军事翼领导人死于以军空袭；停火后死亡与援助压力延续",
        "point": "军事领导层打击、停火稳定性、民众流离失所和援助进入条件仍在相互牵动。",
        "date": "2026-05-27",
        "sourceName": "AP News",
        "url": "https://apnews.com/article/israel-palestinians-gaza-hamas-war-eid-news-05-27-2026-4861f7c0c9cfda914007dfff975bae7a",
        "tags": [
          "地缘风险",
          "中东"
        ]
      },
      {
        "id": "ukraine-patriot-air-defense-request-2026",
        "title": "乌克兰：泽连斯基致信美国寻求防空系统和拦截弹；称弹道导弹仍是俄方主要优势",
        "point": "爱国者系统和拦截弹供应会影响城市防护、谈判筹码和欧洲援助节奏。",
        "date": "2026-05-27",
        "sourceName": "Reuters via Investing.com",
        "url": "https://www.investing.com/news/world-news/zelenskiy-asks-trump-for-air-defences-as-russia-escalates-strike-threats-4712749",
        "tags": [
          "地缘风险",
          "欧洲"
        ]
      }
    ],
    "industry": [
      {
        "id": "iea-global-ev-outlook-2026-sales",
        "title": "全球电动车：IEA 预计 2026 年电动车销量达 2300 万辆，占全球新车约 28%",
        "point": "油价冲击、政策激励和中国制造出口共同改变汽车、充电、电池和航运产业链。",
        "date": "2026-05-20",
        "sourceName": "International Energy Agency",
        "url": "https://www.iea.org/news/close-to-30-of-cars-sold-this-year-are-set-to-be-electric-as-countries-and-consumers-respond-to-energy-crisis",
        "tags": [
          "行业雷达",
          "汽车",
          "全球"
        ]
      }
    ],
    "policy": [
      {
        "id": "us-supreme-court-immigration-judges-speech-2026",
        "title": "美国司法：最高法院支持政府在移民法官言论限制案中的程序立场",
        "point": "联邦雇员申诉系统、行政机构人事权和司法审查边界会影响移民法院运作环境。",
        "date": "2026-05-26",
        "sourceName": "AP News",
        "url": "https://apnews.com/article/supreme-court-immigration-judges-free-speech-trump-8e07afd9880bf12849f3251d3cb8d1bc",
        "tags": [
          "监管与政策",
          "美国"
        ]
      }
    ],
    "climateEnergy": [
      {
        "id": "china-natural-gas-consumption-april-2026",
        "title": "中国天然气：1—4 月全国天然气表观消费量 1372 亿立方米；同比下降 2.3%",
        "point": "能源需求走弱会传导到进口、管网利用、气电调度和地方工业景气判断。",
        "date": "2026-05-27",
        "sourceName": "国家发展改革委",
        "url": "https://www.ndrc.gov.cn/fggz/jjyxtj/202605/t20260527_1405492.html",
        "tags": [
          "气候能源",
          "中国"
        ]
      }
    ],
    "consumerSociety": [
      {
        "id": "china-2025-one-percent-population-survey-2026",
        "title": "中国人口：国家统计局发布 2025 年全国 1% 人口抽样调查主要数据公报",
        "point": "年龄、地区、受教育程度和流动结构是就业、教育、医疗、住房与消费长期配置的基础变量。",
        "date": "2026-05-22",
        "sourceName": "国家统计局",
        "url": "https://www.stats.gov.cn/sj/zxfbhjd/202605/t20260522_1963788.html",
        "tags": [
          "消费与社会",
          "人口",
          "中国"
        ]
      }
    ],
    "socialHotlist": [
      {
        "id": "weibo-fudan-professor-parent-complaint-2026",
        "title": "中文社交趋势：复旦副教授遭举报事件持续发酵；教育边界与家校关系讨论扩散",
        "point": "社交平台关注点从个案争议转向教师职业边界、家长投诉机制和公共表达风险。",
        "date": "2026-05-24",
        "sourceName": "新浪财经",
        "url": "https://finance.sina.com.cn/tech/discovery/2026-05-24/doc-inhyzeah4205477.shtml",
        "tags": [
          "社交热榜",
          "中文平台"
        ]
      },
      {
        "id": "reddit-ai-coding-agent-cost-discussion-2026",
        "title": "海外社交趋势：Reddit 开发者围绕 Claude Code、Codex 和编码代理成本展开高热讨论",
        "point": "海外开发者社区正在把模型能力评价转向真实工程任务、工具连接、价格和使用限额。",
        "date": "2026-05-14",
        "sourceName": "Reddit",
        "url": "https://www.reddit.com/r/ClaudeAI/comments/1tcpe8y/i_tested_gpt55_codex_against_opus_47_claude_code/",
        "tags": [
          "社交热榜",
          "海外平台"
        ]
      }
    ],
    "schedule": [
      {
        "id": "bea-gdp-pce-release-2026-05-28-afternoon",
        "title": "美国经济日程：BEA 将于 5 月 28 日发布一季度 GDP 第二次估计和 4 月个人收入支出",
        "point": "增长修正、企业利润与 PCE 口径会影响美国消费、通胀和利率预期的后续判断。",
        "date": "2026-05-28",
        "sourceName": "Bureau of Economic Analysis",
        "url": "https://www.bea.gov/news/schedule",
        "tags": [
          "重要日程",
          "经济结构"
        ]
      }
    ],
    "anomalies": [
      {
        "id": "ai-controlbench-controllability-2026",
        "title": "AI 安全：arXiv 新论文提出 ControlBench；关注高风险代理场景中的可控性失败",
        "point": "AI 风险评估从静态回答安全转向代理执行过程中的越权、失控和任务边界治理。",
        "date": "2026-05-26",
        "sourceName": "arXiv",
        "url": "https://arxiv.org/abs/2605.27117",
        "tags": [
          "低关注异常信号",
          "AI治理"
        ]
      },
      {
        "id": "who-hantavirus-cruise-cluster-2026",
        "title": "邮轮公共卫生：WHO 称多国邮轮相关汉坦病毒聚集性病例增至 11 例，含 3 例死亡",
        "point": "国际旅行、船舶检疫、接触者追踪和有限人际传播风险构成低频但高后果场景。",
        "date": "2026-05-13",
        "sourceName": "World Health Organization",
        "url": "https://www.who.int/emergencies/disease-outbreak-news/item/2026-DON601",
        "tags": [
          "低关注异常信号",
          "公共卫生",
          "全球"
        ]
      }
    ]
  }
}