{
  "schemaVersion": "1.0",
  "product": "破茧",
  "date": "2026-05-29",
  "updatedAt": "2026-05-29T17:16:01+08:00",
  "timezone": "Asia/Shanghai",
  "topStories": [
    {
      "id": "china-industrial-profits-jan-apr-2026",
      "title": "中国工业利润：1—4 月规上工业企业利润同比增长 18.2%；电子与汽车行业分化扩大",
      "point": "总量改善背后行业结构差异明显，电子、化工、有色增长较快，汽车和黑色金属仍承压。",
      "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",
        "工业利润"
      ]
    },
    {
      "id": "us-gdp-second-estimate-q1-2026",
      "title": "美国 GDP：一季度实际 GDP 二次估计年化增长 1.6%；较初值下修 0.4 个百分点",
      "point": "投资和消费被下修，核心 PCE 价格指数上修，增长放缓与通胀压力并存。",
      "date": "2026-05-28",
      "sourceName": "U.S. Bureau of Economic Analysis",
      "url": "https://www.bea.gov/news/2026/gdp-second-estimate-and-corporate-profits-1st-quarter-2026",
      "tags": [
        "经济结构",
        "美国",
        "GDP"
      ]
    },
    {
      "id": "russian-drone-romania-injuries-2026",
      "title": "罗马尼亚：俄军袭乌无人机坠入住宅楼并致 2 人受伤；北约成员国召开防务会议",
      "point": "俄乌无人机战外溢到北约境内并出现人员受伤，边境防空、误击和升级风险上升。",
      "date": "2026-05-29",
      "sourceName": "AP News",
      "url": "https://apnews.com/article/aa90986c237b8fa1d9116685c8c32f95",
      "tags": [
        "地缘风险",
        "欧洲",
        "无人机"
      ]
    },
    {
      "id": "eu-temu-dsa-fine-2026",
      "title": "欧盟电商监管：欧委会依据 DSA 对 Temu 罚款 2 亿欧元；指其低估非法商品风险",
      "point": "跨境电商平台的商品安全、推荐机制、达人推广和风险评估被纳入更强监管。",
      "date": "2026-05-28",
      "sourceName": "European Commission",
      "url": "https://digital-strategy.ec.europa.eu/en/news/commission-fines-temu-eu200-million-breaching-digital-services-act",
      "tags": [
        "监管与政策",
        "电商",
        "欧盟"
      ]
    },
    {
      "id": "anthropic-series-h-2026",
      "title": "Anthropic：完成 650 亿美元 H 轮融资；投后估值 9650 亿美元",
      "point": "AI 公司融资规模继续推高算力、企业客户、模型安全和解释性研究的资源门槛。",
      "date": "2026-05-28",
      "sourceName": "Anthropic",
      "url": "https://www.anthropic.com/news/series-h",
      "tags": [
        "科技",
        "AI",
        "融资"
      ]
    }
  ],
  "markets": [],
  "modules": {
    "technology": [
      {
        "id": "china-digital-aging-campaign-2026",
        "title": "中国数字适老：工信部组织 2026 年“数字适老中国行”；各地需报送属地活动计划",
        "point": "老龄化与数字服务可及性进入通信、互联网应用、终端产品和公共服务协同治理场景。",
        "date": "2026-05-22",
        "sourceName": "工业和信息化部",
        "url": "https://wap.miit.gov.cn/jgsj/xgj/wjfb/art/2026/art_ed6aa7f5ad554b71991e26c4af95a1be.html",
        "tags": [
          "科技",
          "中国",
          "数字适老"
        ]
      },
      {
        "id": "openai-election-safeguards-2026",
        "title": "OpenAI：发布 2026 年选举信息与安全措施；强调搜索、来源链接和 AI 内容透明",
        "point": "生成式 AI 平台开始把选举信息、突发新闻、网络防护和内容溯源作为长期治理对象。",
        "date": "2026-05-27",
        "sourceName": "OpenAI",
        "url": "https://openai.com/index/election-safeguards-2026/",
        "tags": [
          "科技",
          "AI治理",
          "全球"
        ]
      }
    ],
    "geopolitics": [
      {
        "id": "japan-philippines-defense-ties-2026",
        "title": "日本与菲律宾：双方同意推进日本武器销售和军事情报共享谈判；关系升至全面战略伙伴",
        "point": "东海、南海和台湾周边安全压力推动日本与东南亚盟友形成更紧密防务网络。",
        "date": "2026-05-28",
        "sourceName": "AP News",
        "url": "https://apnews.com/article/e2439a67c75e1645e6d1498f3c1da8d8",
        "tags": [
          "地缘风险",
          "亚洲",
          "防务"
        ]
      },
      {
        "id": "gaza-eid-strikes-israel-control-2026",
        "title": "加沙：以军节日期间空袭致 10 人死亡；以总理称以方控制范围已从 50% 扩至 60%",
        "point": "停火框架下的实际控制区、袭击频率、平民伤亡和战后治理安排仍在同一风险链条内。",
        "date": "2026-05-28",
        "sourceName": "AP News",
        "url": "https://apnews.com/article/24df97c6c41ecc2615aa24285674f31d",
        "tags": [
          "地缘风险",
          "中东",
          "加沙"
        ]
      }
    ],
    "industry": [
      {
        "id": "china-industrial-sector-divergence-2026",
        "title": "中国制造业利润：电子设备制造利润同比增长 1.1 倍；汽车制造利润同比下降 16.8%",
        "point": "同一工业回升周期内，AI/电子链条与汽车、钢铁、建材等行业的盈利弹性明显不同。",
        "date": "2026-05-27",
        "sourceName": "国家统计局",
        "url": "https://www.stats.gov.cn/sj/zxfbhjd/202605/t20260527_1963808.html",
        "tags": [
          "行业雷达",
          "制造业",
          "中国"
        ]
      },
      {
        "id": "fiata-iata-direct-air-waybill-review-2026",
        "title": "全球空运单证：FIATA 要求复审 IATA 直接航空运单调整；新框架拟 7 月 1 日生效",
        "point": "航空货运的责任分配、保险风险和承运控制权变化会影响货代、航空公司与货主合同成本。",
        "date": "2026-05-28",
        "sourceName": "FIATA",
        "url": "https://fiata.org/n/fiata-calls-for-review-of-iata-direct-air-waybill-/",
        "tags": [
          "行业雷达",
          "航空货运",
          "全球"
        ]
      }
    ],
    "policy": [
      {
        "id": "china-eu-overcapacity-tool-response-2026",
        "title": "中欧贸易：商务部称将根据调查结论和实际情况，对欧盟“产能过剩工具”采取必要措施",
        "point": "中欧贸易摩擦从单一产品调查扩展到产业政策工具，对汽车、光伏、电池等链条有外溢风险。",
        "date": "2026-05-28",
        "sourceName": "商务部",
        "url": "https://www.mofcom.gov.cn/xwfbzt/2026/swbzklxxwfbh2026n5y28r/index.html",
        "tags": [
          "监管与政策",
          "贸易",
          "中欧"
        ]
      },
      {
        "id": "eu-future-social-networks-workshop-2026",
        "title": "欧盟平台政策：欧委会召开未来社交网络研讨会；讨论开放协议、互操作和欧洲数字身份",
        "point": "欧盟正在把平台竞争、社交网络替代方案、数字主权和 AI 信任机制放入同一政策框架。",
        "date": "2026-05-28",
        "sourceName": "European Commission",
        "url": "https://digital-strategy.ec.europa.eu/en/news/commission-hosts-workshop-future-social-networks-eu",
        "tags": [
          "监管与政策",
          "平台治理",
          "欧盟"
        ]
      }
    ],
    "climateEnergy": [
      {
        "id": "china-may-rainfall-record-2026",
        "title": "中国降水：5 月全国平均降水量为近 10 年同期最多；6 月预计 1—2 个台风影响华南",
        "point": "极端降水影响农业、城市排水、交通、电力和保险理赔，华南汛期风险进入密集窗口。",
        "date": "2026-05-29",
        "sourceName": "中国天气网",
        "url": "https://news.weather.com.cn/2026/05/4655156.shtml",
        "tags": [
          "气候能源",
          "中国",
          "强降水"
        ]
      },
      {
        "id": "eu-rrf-clean-energy-400b-disbursed-2026",
        "title": "欧盟清洁能源：复苏与韧性基金 2026 年 5 月累计拨付达到 4000 亿欧元",
        "point": "欧盟能源转型资金从承诺进入拨付阶段，影响电网、建筑改造、能源安全和产业竞争力。",
        "date": "2026-05-29",
        "sourceName": "European Commission",
        "url": "https://energy.ec.europa.eu/topics/funding-and-financing/recovery-and-resilience-facility-clean-energy_en",
        "tags": [
          "气候能源",
          "清洁能源",
          "欧盟"
        ]
      }
    ],
    "consumerSociety": [
      {
        "id": "shuanghui-antibiotic-pork-schools-eldercare-2026",
        "title": "双汇食品安全：子公司猪肉被曝抗生素超标约 38 倍；媒体称其曾向学校和养老院供货",
        "point": "食品安全事件会从单批次抽检外溢到集中供餐、养老机构、品牌信任和肉制品供应链。",
        "date": "2026-05-29",
        "sourceName": "澎湃新闻转华商网",
        "url": "https://news.hsw.cn/system/2026/0529/1932987.shtml",
        "tags": [
          "消费与社会",
          "食品安全",
          "中国"
        ]
      },
      {
        "id": "openai-brazil-media-partnership-2026",
        "title": "巴西媒体消费：OpenAI 与 Folha、UOL 达成内容合作；巴西新闻将接入 ChatGPT",
        "point": "AI 搜索与新闻版权合作继续扩展到非英语市场，影响媒体分发、引用透明和本地信息入口。",
        "date": "2026-05-25",
        "sourceName": "OpenAI",
        "url": "https://openai.com/index/grupo-folha-grupo-uol-partnership/",
        "tags": [
          "消费与社会",
          "媒体",
          "海外"
        ]
      }
    ],
    "socialHotlist": [
      {
        "id": "weibo-ai-backstab-students-2026",
        "title": "中文社交趋势：微博热搜出现“AI 就这么背刺大学生”；AI 使用、作业审核与求职焦虑讨论升温",
        "point": "中文平台注意力从“能不能用 AI”转向教育评价、原创性证明和青年竞争压力。",
        "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",
          "AI"
        ]
      },
      {
        "id": "reddit-baltic-drone-spillover-2026",
        "title": "海外社交趋势：Reddit 防务社区讨论波罗的海无人机外溢与“无人机墙”；北约边境低成本防空受关注",
        "point": "社交平台把俄乌战场技术外溢、边境防空和欧洲防务采购连接成一个讨论焦点。",
        "date": "2026-05-28",
        "sourceName": "Reddit",
        "url": "https://www.reddit.com/r/CredibleDefense/comments/1tp0bpf/the_baltic_drone_spillover_and_the_drone_wall/",
        "tags": [
          "社交热榜",
          "海外平台",
          "防务"
        ]
      }
    ],
    "schedule": [
      {
        "id": "china-dragon-boat-holiday-2026-afternoon",
        "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、食品安全和强降水天气风险会在本周末集中出现。",
        "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": "who-hantavirus-cruise-multilocation-2026",
        "title": "国际公共卫生：WHO 通报邮轮相关安第斯汉坦病毒疫情；截至 5 月 27 日 13 例含 3 例死亡",
        "point": "邮轮、跨国接触追踪和长潜伏期叠加，使低频传染病风险与旅行、港口和公共卫生协作相连。",
        "date": "2026-05-28",
        "sourceName": "World Health Organization",
        "url": "https://www.who.int/emergencies/disease-outbreak-news/item/2026-DON604",
        "tags": [
          "低关注异常信号",
          "公共卫生",
          "全球"
        ]
      },
      {
        "id": "bea-ieepa-tariff-refunds-capital-transfer-2026",
        "title": "美国关税会计：BEA 称 IEEPA 关税退款按资本转移处理；不影响一季度 GDP",
        "point": "这类低关注统计口径会影响企业现金流、财政账户和宏观数据解读，但不直接体现在 GDP 增速中。",
        "date": "2026-05-28",
        "sourceName": "U.S. Bureau of Economic Analysis",
        "url": "https://www.bea.gov/news/2026/gdp-second-estimate-and-corporate-profits-1st-quarter-2026",
        "tags": [
          "低关注异常信号",
          "宏观统计",
          "美国"
        ]
      }
    ]
  }
}