{
  "schemaVersion": "1.0",
  "product": "破茧",
  "date": "2026-05-29",
  "updatedAt": "2026-05-29T09:15:57+08:00",
  "timezone": "Asia/Shanghai",
  "topStories": [
    {
      "id": "us-pce-april-2026",
      "title": "美国消费与通胀：4 月 PCE 支出环比增长 0.5%；核心 PCE 同比 3.3%",
      "point": "实际消费仅增长 0.1%，储蓄率降至 2.6%，美国消费韧性与通胀压力同时存在。",
      "date": "2026-05-28",
      "sourceName": "U.S. Bureau of Economic Analysis",
      "url": "https://www.bea.gov/news/2026/personal-income-and-outlays-april-2026",
      "tags": [
        "经济结构",
        "美国",
        "通胀"
      ]
    },
    {
      "id": "china-odi-jan-apr-2026",
      "title": "中国对外投资：1—4 月全行业 ODI 同比增长 3.9%；非金融类 ODI 同比下降 13.9%",
      "point": "总量增长与非金融投资下降并存，反映企业出海结构、金融类投资和真实产业扩张节奏分化。",
      "date": "2026-05-26",
      "sourceName": "商务部",
      "url": "https://www.mofcom.gov.cn/tjsj/gwjjhztj/art/2026/art_cb04dd69fae34016bebd3c5b7ec700e8.html",
      "tags": [
        "经济结构",
        "中国",
        "出海"
      ]
    },
    {
      "id": "apec-suzhou-statement-2026",
      "title": "APEC 苏州声明：贸易部长会议达成联合声明和服务业路线图；数字、绿色和供应链成为重点",
      "point": "亚太经贸合作把无纸贸易、跨境数据流动、绿色矿产供应链和服务业开放放到同一议程。",
      "date": "2026-05-26",
      "sourceName": "商务部",
      "url": "https://www.mofcom.gov.cn/syxwfb/art/2026/art_0d2246b2c8984f50ae4f49fa1ae51a24.html",
      "tags": [
        "监管与政策",
        "亚太",
        "贸易"
      ]
    },
    {
      "id": "gaza-stabilization-force-stalled-2026",
      "title": "加沙：国际稳定部队筹建因出兵承诺不足受阻；停火执行继续承压",
      "point": "战后安全安排、哈马斯解除武装、以色列控制区域和援助通道仍是同一风险链条。",
      "date": "2026-05-28",
      "sourceName": "AP News",
      "url": "https://apnews.com/article/a5e1d4a894746104c1335b6962c0ab69",
      "tags": [
        "地缘风险",
        "中东",
        "停火"
      ]
    },
    {
      "id": "wmo-decadal-climate-update-2026-2035",
      "title": "全球气候：WMO 预计 2026—2030 年至少一年临时超过 1.5°C 的概率为 91%",
      "point": "气候风险从长期目标转向未来五年内的高概率极端热、北极异常和农业基础设施压力。",
      "date": "2026-05-28",
      "sourceName": "World Meteorological Organization",
      "url": "https://wmo.int/resources/publication-series/wmo-global-annual-decadal-climate-update/global-annual-decadal-climate-update-2026-2035",
      "tags": [
        "气候能源",
        "全球",
        "低关注异常信号"
      ]
    }
  ],
  "markets": [],
  "modules": {
    "technology": [
      {
        "id": "china-6g-test-frequency-2026",
        "title": "中国 6G：工信系统批复 6GHz 频段试验频率；支持 IMT-2030 推进组开展技术试验",
        "point": "6G 从技术储备进入真实频谱试验阶段，通信、感知、低空和卫星协同将进入工程验证。",
        "date": "2026-05-08",
        "sourceName": "中国无线电管理",
        "url": "https://www.srrc.org.cn/article35007.aspx",
        "tags": [
          "科技",
          "中国",
          "通信"
        ]
      },
      {
        "id": "anthropic-claude-opus-4-8-2026",
        "title": "Anthropic：Claude Opus 4.8 发布；同步推出动态工作流、努力程度控制和更便宜的快速模式",
        "point": "编码代理竞争从单次回答能力转向长任务执行、并行子代理、工具调用和可验证交付。",
        "date": "2026-05-28",
        "sourceName": "Anthropic",
        "url": "https://www.anthropic.com/news/claude-opus-4-8",
        "tags": [
          "科技",
          "AI",
          "全球"
        ]
      }
    ],
    "geopolitics": [
      {
        "id": "usfk-commander-china-remarks-2026",
        "title": "朝鲜半岛：驻韩美军司令涉华言论引发中国驻韩使馆回应；韩国角色表述引发区域安全争议",
        "point": "驻军定位、同盟边界和中美在东北亚的安全叙事会影响韩国外交回旋空间。",
        "date": "2026-05-28",
        "sourceName": "韩联社",
        "url": "https://cn.yna.co.kr/view/ACK20260528004100881",
        "tags": [
          "地缘风险",
          "东北亚",
          "中国相关"
        ]
      },
      {
        "id": "israel-beirut-strike-before-talks-2026",
        "title": "黎巴嫩：以军空袭贝鲁特南郊；黎以华盛顿谈判前停火压力上升",
        "point": "黎巴嫩停火、真主党相关目标、美国斡旋和以色列跨境打击之间的联动风险继续扩大。",
        "date": "2026-05-28",
        "sourceName": "AP News",
        "url": "https://apnews.com/article/9ee3d769ae672c1a64dae905797a73da",
        "tags": [
          "地缘风险",
          "中东",
          "安全"
        ]
      }
    ],
    "industry": [
      {
        "id": "china-humanoid-robots-export-id-platform-2026",
        "title": "中国人形机器人：一季度机器人出口 113.2 亿元；全生命周期管理平台已覆盖 2.8 万余台",
        "point": "具身智能从展示和样机进入出口、编码追溯和全生命周期治理，产业链开始补监管底座。",
        "date": "2026-05-27",
        "sourceName": "北京市科学技术委员会、中关村科技园区管理委员会",
        "url": "https://kw.beijing.gov.cn/xwdt/kcyx/xwdtcyfz/202605/t20260527_4668122.html",
        "tags": [
          "行业雷达",
          "机器人",
          "中国"
        ]
      },
      {
        "id": "iata-air-cargo-april-2026",
        "title": "全球航空货运：4 月货运需求同比增长 4.0%；中东扰动改变关键航线和运力配置",
        "point": "空运重新承担供应链缓冲角色，但燃油、绕飞和运力约束会抬高电子、医药和高价值货物流通成本。",
        "date": "2026-05-28",
        "sourceName": "International Air Transport Association",
        "url": "https://www.iata.org/en/pressroom/2026-releases/05-28-air-cargo-demand-up-april-middle-east-disruption/",
        "tags": [
          "行业雷达",
          "物流",
          "全球"
        ]
      }
    ],
    "policy": [
      {
        "id": "china-transport-safety-month-2026",
        "title": "中国交通运输：交通运输部部署 2026 年安全生产月；端午假期将盯紧 7 类 13 项重大危险源",
        "point": "假期出行、客运枢纽、港口、高速服务区和汛期风险被纳入同一安全治理口径。",
        "date": "2026-05-27",
        "sourceName": "交通运输部",
        "url": "https://xxgk.mot.gov.cn/jigou/aqyzljlglj/202605/t20260528_4206449.html",
        "tags": [
          "监管与政策",
          "中国",
          "交通"
        ]
      },
      {
        "id": "eu-ai-act-transparency-guidelines-2026",
        "title": "欧盟 AI 法：委员会就 AI 透明度义务指南征求意见；8 月 2 日后交互和生成内容披露要求进入倒计时",
        "point": "AI 产品将面临更具体的用户告知、生成内容标记和高风险场景合规执行压力。",
        "date": "2026-05-08",
        "sourceName": "European Commission",
        "url": "https://digital-strategy.ec.europa.eu/en/news/commission-opens-consultation-draft-guidelines-ai-transparency-obligations",
        "tags": [
          "监管与政策",
          "AI治理",
          "欧盟"
        ]
      }
    ],
    "climateEnergy": [
      {
        "id": "china-power-market-trading-jan-apr-2026",
        "title": "中国电力市场：1—4 月全国电力市场交易电量同比增长 25.6%；4 月现货交易电量 660 亿千瓦时",
        "point": "电力交易市场化加速，但绿电交易增速明显低于总交易增速，新能源消纳仍需看结构。",
        "date": "2026-05-28",
        "sourceName": "国家能源局",
        "url": "https://www.nea.gov.cn/20260528/d2fed98964fc4b018e2ab129df4cbf8e/c.html",
        "tags": [
          "气候能源",
          "中国",
          "电力"
        ]
      },
      {
        "id": "wmo-climate-record-risk-2026-2030",
        "title": "全球气候：WMO 预计 2026—2030 年至少一年刷新 2024 年最热纪录的概率为 86%",
        "point": "高温、北极海冰和区域降水异常会影响粮食、保险、基础设施和公共卫生系统。",
        "date": "2026-05-28",
        "sourceName": "World Meteorological Organization",
        "url": "https://wmo.int/resources/publication-series/wmo-global-annual-decadal-climate-update/global-annual-decadal-climate-update-2026-2035",
        "tags": [
          "气候能源",
          "全球",
          "气候风险"
        ]
      }
    ],
    "consumerSociety": [
      {
        "id": "zhangzhou-yangmei-food-safety-trust-2026",
        "title": "漳州杨梅：泡药风波后约 7 万吨杨梅销路遇冷；区域公用品牌承受信任冲击",
        "point": "食品安全个案会外溢到合规果农、产地品牌、批发渠道和茶饮原料链。",
        "date": "2026-05-28",
        "sourceName": "中华网转界面新闻",
        "url": "https://news.china.com/socialgd/10000169/20260528/49518276.html",
        "tags": [
          "消费与社会",
          "食品安全",
          "中国"
        ]
      },
      {
        "id": "iata-passenger-demand-april-2026",
        "title": "全球航空客运：4 月客运需求同比下降 3.4%；中东航司需求下滑 46.6%",
        "point": "战争扰动直接传导到跨境旅行、枢纽机场、旅游消费和航空公司运力配置。",
        "date": "2026-05-28",
        "sourceName": "International Air Transport Association",
        "url": "https://www.iata.org/en/pressroom/2026-releases/05-28-middle-east-war-fall-air-passenger-demand-april/",
        "tags": [
          "消费与社会",
          "旅游",
          "全球"
        ]
      }
    ],
    "socialHotlist": [
      {
        "id": "weibo-leave-days-workplace-2026",
        "title": "中文社交趋势：微博热搜出现“周一请假和周五请假是不一样的”；假期拼接和职场边界讨论升温",
        "point": "端午假期前，中文平台注意力从单个假日安排扩展到请假规则、工作节奏和劳动体验。",
        "date": "2026-05-29",
        "sourceName": "X排行实时榜单",
        "url": "https://www.xpaihang.com/platform/weibo",
        "tags": [
          "社交热榜",
          "中文平台",
          "职场"
        ]
      },
      {
        "id": "reddit-claude-opus-4-8-discussion-2026",
        "title": "海外社交趋势：Reddit 开发者围绕 Claude Opus 4.8 展开高热讨论；焦点集中在编码代理体验和费用",
        "point": "海外开发者对 AI 工具的评价正在从模型发布转向真实工程表现、限额、成本和迁移工作流。",
        "date": "2026-05-28",
        "sourceName": "Reddit",
        "url": "https://www.reddit.com/r/ClaudeAI/comments/1tq99mu/introducing_claude_opus_48/",
        "tags": [
          "社交热榜",
          "海外平台",
          "AI"
        ]
      }
    ],
    "schedule": [
      {
        "id": "china-dragon-boat-holiday-2026",
        "title": "中国端午节：国务院安排 5 月 31 日至 6 月 2 日放假 3 天",
        "point": "假期出行、短途消费、景区客流和食品安全监管会在本周末集中承压。",
        "date": "2026-05-31",
        "sourceName": "中国政府网",
        "url": "https://www.gov.cn/gongbao/2025/issue_12406/202511/content_7048922.html",
        "tags": [
          "重要日程",
          "中国",
          "假期"
        ]
      }
    ],
    "anomalies": [
      {
        "id": "wto-shipping-cost-capacity-pressure-2026",
        "title": "全球航运：WTO 会见航运业高管；行业称成本、运力和通关延误压力正在累积",
        "point": "供应链风险不只来自关税，港口、海运容量、数字通关和贸易限制会共同抬高实物贸易摩擦。",
        "date": "2026-05-28",
        "sourceName": "World Trade Organization",
        "url": "https://www.wto.org/english/news_e/news26_e/dgno_28may26_395_e.htm",
        "tags": [
          "低关注异常信号",
          "供应链",
          "全球"
        ]
      },
      {
        "id": "us-personal-saving-rate-april-2026",
        "title": "美国储蓄：4 月个人储蓄率降至 2.6%；实际可支配收入环比下降 0.5%",
        "point": "这类低频家庭资产负债信号不如通胀 headline 显眼，但会影响后续消费韧性和信贷风险。",
        "date": "2026-05-28",
        "sourceName": "U.S. Bureau of Economic Analysis",
        "url": "https://www.bea.gov/news/2026/personal-income-and-outlays-april-2026",
        "tags": [
          "低关注异常信号",
          "消费",
          "美国"
        ]
      }
    ]
  }
}