{
  "schemaVersion": "1.0",
  "product": "破茧",
  "date": "2026-05-31",
  "updatedAt": "2026-05-31T09:10:25+08:00",
  "timezone": "Asia/Shanghai",
  "topStories": [
    {
      "id": "china-ai-chips-secure-reliable-list-2026-05-29",
      "title": "中国AI芯片：9款国产训练推理芯片进入安全可靠测评结果；信创认证首次扩展到AI算力",
      "point": "涉及国产AI算力采购、芯片生态替代和政府/关键行业技术选型。",
      "date": "2026-05-29",
      "sourceName": "每日经济新闻",
      "url": "https://www.nbd.com.cn/articles/2026-05-29/4412071.html",
      "tags": [
        "科技领域",
        "行业雷达",
        "中国结构性信息"
      ]
    },
    {
      "id": "cisa-software-supply-chain-compromise-2026-05-29",
      "title": "软件供应链：CISA提醒排查开发环境妥协；攻击波及GitHub工作流与Nx Console扩展",
      "point": "涉及开源仓库、CI/CD密钥、云凭据和企业软件供应链安全。",
      "date": "2026-05-29",
      "sourceName": "Cybersecurity Dive",
      "url": "https://www.cybersecuritydive.com/news/cisa-security-software-supply-chain-compromises-GitHub/821487/",
      "tags": [
        "科技领域",
        "低关注异常信号",
        "全球结构性信息"
      ]
    },
    {
      "id": "us-iran-hormuz-framework-final-approval-2026-05-28",
      "title": "霍尔木兹：美伊达成待特朗普最终批准的框架；草案要求30天内清除水雷并恢复通行",
      "point": "涉及油气运输、海上保险、通胀预期和中东冲突降级路径。",
      "date": "2026-05-28",
      "sourceName": "Axios",
      "url": "https://www.axios.com/2026/05/28/iran-peace-deal-trump-approval",
      "tags": [
        "地缘风险",
        "气候与能源",
        "全球结构性信息"
      ]
    },
    {
      "id": "ukraine-drone-russian-oil-sites-2026-05-30",
      "title": "乌克兰战争：乌无人机继续打击俄油气设施；塔甘罗格和阿尔马维尔油库起火",
      "point": "能源基础设施进入更高频远程打击范围，影响俄方供应链、防空消耗和油品出口风险。",
      "date": "2026-05-30",
      "sourceName": "AP News",
      "url": "https://apnews.com/article/9d946af5acdb3a32f977c791a79144b2",
      "tags": [
        "地缘风险",
        "气候与能源",
        "全球结构性信息"
      ]
    },
    {
      "id": "china-severe-convection-warning-2026-05-31",
      "title": "中国天气：中央气象台发布强对流蓝色预警；东北、华北、华南等地局地有10级以上雷暴大风",
      "point": "短时强降水、雷暴大风和冰雹风险影响交通、农业、户外作业与城市应急。",
      "date": "2026-05-31",
      "sourceName": "中国天气网",
      "url": "https://news.weather.com.cn/2026/05/4656800.shtml",
      "tags": [
        "气候与能源",
        "中国结构性信息"
      ]
    }
  ],
  "markets": [],
  "modules": {
    "technology": [
      {
        "id": "nist-ai-agent-security-rfi-analysis-2026-05-18",
        "title": "AI代理安全：NIST发布AI agent安全RFI回应分析；共识指向新型威胁、评估和标准需求",
        "point": "企业部署自动化代理前的权限、工具调用、数据暴露和责任边界正在成为监管议题。",
        "date": "2026-05-18",
        "sourceName": "NIST",
        "url": "https://www.nist.gov/publications/summary-analysis-responses-request-information-regarding-security-considerations-ai",
        "tags": [
          "科技领域",
          "监管与政策",
          "全球结构性信息"
        ]
      }
    ],
    "geopolitics": [
      {
        "id": "gaza-hamas-military-leader-confirmed-killed-2026-05-27",
        "title": "加沙：哈马斯确认其新任军事领导人在以军空袭中死亡；以军打击仍在扩大",
        "point": "涉及加沙战事指挥链、停火谈判条件和人道救援安全。",
        "date": "2026-05-27",
        "sourceName": "AP News",
        "url": "https://apnews.com/article/4861f7c0c9cfda914007dfff975bae7a",
        "tags": [
          "地缘风险",
          "全球结构性信息"
        ]
      }
    ],
    "industry": [
      {
        "id": "china-express-delivery-jan-apr-6457b-2026-05-20",
        "title": "中国快递业：1-4月快递业务量完成645.7亿件；同比增长5.1%",
        "point": "反映电商、低价零售、异地履约和城市末端配送的基础流量变化。",
        "date": "2026-05-20",
        "sourceName": "中国新闻网",
        "url": "https://www.chinanews.com.cn/cj/2026/05-20/10625075.shtml",
        "tags": [
          "行业雷达",
          "消费与社会",
          "中国结构性信息"
        ]
      },
      {
        "id": "iea-oil-market-report-may-2026-demand-contraction",
        "title": "全球油市：IEA称2026年全球石油需求预计同比收缩42万桶/日；低于战前预测",
        "point": "霍尔木兹扰动、价格冲击和需求降温同时存在，影响航运、化工与通胀链条。",
        "date": "2026-05-13",
        "sourceName": "IEA",
        "url": "https://www.iea.org/reports/oil-market-report-may-2026",
        "tags": [
          "行业雷达",
          "气候与能源",
          "全球结构性信息"
        ]
      }
    ],
    "economicFinance": [
      {
        "id": "china-industrial-profits-jan-apr-2026-18p2",
        "title": "中国工业利润：1-4月规上工业企业利润同比增长18.2%；应收账款和库存继续上升",
        "point": "利润改善与账款、库存压力并存，反映制造业盈利结构和现金流质量变化。",
        "date": "2026-05-27",
        "sourceName": "国家统计局",
        "url": "https://www.stats.gov.cn/sj/zxfbhjd/202605/t20260527_1963808.html",
        "tags": [
          "经济金融",
          "行业雷达",
          "中国结构性信息"
        ]
      },
      {
        "id": "us-pce-april-2026-inflation-real-consumption",
        "title": "美国通胀：4月PCE价格指数同比升3.8%；实际消费环比仅增0.1%",
        "point": "美联储关注的通胀指标继续偏高，同时居民实际消费动能放缓。",
        "date": "2026-05-28",
        "sourceName": "BEA",
        "url": "https://www.bea.gov/news/2026/personal-income-and-outlays-april-2026",
        "tags": [
          "经济金融",
          "消费与社会",
          "全球结构性信息"
        ]
      }
    ],
    "policy": [
      {
        "id": "china-june-2026-rules-food-delivery-fatigue-driving",
        "title": "中国6月新规：网络餐饮、疲劳驾驶认定和“开门杀”赔偿等规则陆续施行",
        "point": "覆盖外卖平台食品安全、道路交通事故认定和民事赔偿责任边界。",
        "date": "2026-05-29",
        "sourceName": "央视新闻",
        "url": "https://news.cctv.com/2026/05/29/ARTItM4ChDTl9izrwmAUGGSC260529.shtml",
        "tags": [
          "监管与政策",
          "消费与社会",
          "中国结构性信息"
        ]
      }
    ],
    "climateEnergy": [],
    "consumerSociety": [],
    "socialHotlist": [
      {
        "id": "chinese-social-hotlist-smart-driving-june-rules-ai-2026-05-31",
        "title": "中文社交趋势：热榜出现智能驾驶事故调查、6月新规、AI模型和日本安全议题",
        "point": "只作为注意力信号，显示交通安全、生活规则变化、AI产品和国际议题同时升温。",
        "date": "2026-05-31",
        "sourceName": "摸鱼热榜",
        "url": "https://moyuhot.com/",
        "tags": [
          "社交热榜",
          "中文社交趋势"
        ]
      },
      {
        "id": "reddit-ai-chip-export-control-huawei-nvidia-2026-05-31",
        "title": "海外社交趋势：Reddit科技与股票社区集中讨论华为AI芯片、英伟达中国市场和出口限制",
        "point": "只作为情绪信号，反映海外技术社区把AI算力竞争与中美出口管制联系在一起。",
        "date": "2026-05-31",
        "sourceName": "Reddit",
        "url": "https://www.reddit.com/r/technology/comments/1ts0ekb/huawei_chairman_thanks_the_us_for_export/",
        "tags": [
          "社交热榜",
          "海外社交趋势"
        ]
      }
    ],
    "schedule": [
      {
        "id": "china-pmi-us-jobs-schedule-2026-05-31",
        "title": "经济数据日程：中国5月官方PMI今日公布；美国5月就业报告定于6月5日发布",
        "point": "两项数据分别影响中国制造业景气判断和美联储利率预期。",
        "date": "2026-05-31",
        "sourceName": "国家统计局 / BLS",
        "url": "https://www.stats.gov.cn/xw/tjxw/tzgg/202512/t20251224_1962137.html",
        "tags": [
          "重要日程提醒",
          "经济金融"
        ]
      }
    ],
    "anomalies": [
      {
        "id": "zaporizhzhia-nuclear-plant-drone-strike-2026-05-31",
        "title": "扎波罗热核电站：俄方称乌无人机击中涡轮大厅墙体；关键设备未受损",
        "point": "核设施周边无人机活动增加，属于低概率高外溢风险事件链。",
        "date": "2026-05-31",
        "sourceName": "Reuters / MarketScreener",
        "url": "https://au.marketscreener.com/news/russia-s-rosatom-says-ukrainian-drone-struck-zaporizhzhia-nuclear-plant-ce7f5dd8db8ff722",
        "tags": [
          "低关注异常信号",
          "地缘风险",
          "全球结构性信息"
        ]
      },
      {
        "id": "who-cholera-multicountry-update-37-2026-05-29",
        "title": "全球公共卫生：WHO发布第37期多国霍乱疫情更新；持续跟踪跨国传播与医疗响应",
        "point": "霍乱在脆弱地区的持续传播影响饮水安全、疫苗分配和跨境卫生协作。",
        "date": "2026-05-29",
        "sourceName": "WHO",
        "url": "https://www.who.int/publications/m/item/multi-country-outbreak-of-cholera--epidemiological-update--37--29-may-2026",
        "tags": [
          "低关注异常信号",
          "消费与社会",
          "全球结构性信息"
        ]
      }
    ]
  }
}