{
  "schemaVersion": "1.0",
  "product": "破茧",
  "date": "2026-05-31",
  "updatedAt": "2026-05-31T17:11:36+08:00",
  "timezone": "Asia/Shanghai",
  "topStories": [
    {
      "id": "china-pmi-may-2026-50-threshold",
      "title": "中国PMI：5月制造业PMI降至50.0%；大型企业扩张，中小企业回落至收缩区间",
      "point": "反映制造业需求边际转弱、企业规模分化和生产经营总体仍在临界线上方。",
      "date": "2026-05-31",
      "sourceName": "国家统计局",
      "url": "https://www.stats.gov.cn/sj/zxfb/202605/t20260531_1963824.html",
      "tags": [
        "经济金融",
        "中国结构性信息"
      ]
    },
    {
      "id": "scarborough-shoal-china-patrols-2026-05-31",
      "title": "南海黄岩岛：中国军方和海警称开展巡航；菲律宾此前称仍面临北京威胁",
      "point": "涉及南海执法频率、菲美海上演训后续和区域误判风险。",
      "date": "2026-05-31",
      "sourceName": "Reuters / Investing.com",
      "url": "https://www.investing.com/news/world-news/china-patrols-scarborough-shoal-after-philippines-warns-of-threat-4717824",
      "tags": [
        "地缘风险",
        "中国结构性信息",
        "亚洲相关"
      ]
    },
    {
      "id": "who-bundibugyo-ebola-drc-uganda-2026-05-29",
      "title": "中非公共卫生：WHO称Bundibugyo病毒病在刚果（金）和乌干达快速演变；两国合计134例确诊、18例死亡",
      "point": "低关注但外溢风险高，涉及跨境传播、医护感染和脆弱地区应急能力。",
      "date": "2026-05-29",
      "sourceName": "WHO",
      "url": "https://www.who.int/emergencies/disease-outbreak-news/item/2026-DON605",
      "tags": [
        "低关注异常信号",
        "消费与社会",
        "全球结构性信息"
      ]
    },
    {
      "id": "eu-temu-dsa-200m-fine-2026-05-28",
      "title": "欧盟平台监管：欧盟委员会对Temu处以2亿欧元罚款；理由是违反《数字服务法》风险评估义务",
      "point": "跨境电商、平台商品安全、推荐系统风险和中国电商出海合规成本同时受影响。",
      "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",
        "行业雷达",
        "全球结构性信息"
      ]
    },
    {
      "id": "china-nea-power-capacity-jan-apr-2026",
      "title": "中国电力结构：1-4月全国发电装机39.9亿千瓦；太阳能和风电装机分别同比增26.2%和22.0%",
      "point": "新能源装机继续高增，影响电网调峰、消纳、储能和电力市场机制。",
      "date": "2026-05-25",
      "sourceName": "国家能源局",
      "url": "https://www.nea.gov.cn/20260525/c509435a0f09497cb3d2ca361fa262de/c.html",
      "tags": [
        "气候与能源",
        "中国结构性信息"
      ]
    }
  ],
  "markets": [],
  "modules": {
    "technology": [
      {
        "id": "nvidia-q1-fy2027-revenue-data-center-2026-05-20",
        "title": "英伟达：2027财年一季度营收816亿美元；数据中心营收752亿美元，同比增92%",
        "point": "AI基础设施资本开支仍集中流向算力供应链，影响芯片、云和电力需求。",
        "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": [
          "科技领域",
          "行业雷达",
          "全球结构性信息"
        ]
      },
      {
        "id": "openai-chatgpt-release-notes-gpt55-instant-2026-05-29",
        "title": "OpenAI产品节奏：ChatGPT发布说明更新GPT-5.5 Instant，并列出部分旧模型退役时间",
        "point": "模型迭代和默认模型切换影响企业工具链、开发者适配和长期工作流稳定性。",
        "date": "2026-05-29",
        "sourceName": "OpenAI Help Center",
        "url": "https://help.openai.com/en/articles/6825453-chatgpt-release-notes",
        "tags": [
          "科技领域",
          "全球结构性信息"
        ]
      }
    ],
    "geopolitics": [
      {
        "id": "shangri-la-allies-unity-deterrence-2026-05-31",
        "title": "香格里拉对话：美国盟友强调跨区域团结；日本防卫大臣称“分裂削弱威慑”",
        "point": "印太安全议题与欧洲防务、南海、台湾和联盟分工正在被放进同一框架讨论。",
        "date": "2026-05-31",
        "sourceName": "AP News",
        "url": "https://apnews.com/article/koizumi-hegseth-marles-singapore-defense-conference-990438940784f429084996306c0b3960",
        "tags": [
          "地缘风险",
          "全球结构性信息"
        ]
      },
      {
        "id": "taiwan-nyt-reporter-expulsion-response-2026-05-31",
        "title": "台海与媒体：台湾总统府谴责北京驱逐《纽约时报》记者；称关注国际媒体安全",
        "point": "涉及两岸叙事、外媒采访空间、签证互惠和国际舆论环境。",
        "date": "2026-05-31",
        "sourceName": "Focus Taiwan",
        "url": "https://focustaiwan.tw/politics/202605310004",
        "tags": [
          "地缘风险",
          "中国结构性信息"
        ]
      },
      {
        "id": "black-sea-foreign-flagged-vessels-drone-attack-2026-05-29",
        "title": "黑海航运：乌方称俄无人机袭击三艘外国旗商船；目标位于乌克兰海上出口走廊",
        "point": "粮食、散货和战时海上保险风险可能通过非军事船只外溢到贸易链。",
        "date": "2026-05-29",
        "sourceName": "Reuters / Investing.com",
        "url": "https://www.investing.com/news/world-news/ukraine-says-russian-drones-attacked-three-foreignflagged-vessels-4715969",
        "tags": [
          "低关注异常信号",
          "地缘风险",
          "全球结构性信息"
        ]
      }
    ],
    "industry": [
      {
        "id": "china-logistics-jan-apr-1217-trillion-2026-05-30",
        "title": "中国物流：1-4月社会物流总额121.7万亿元，同比增长5.5%；工业品物流贡献率达74%",
        "point": "物流需求仍由工业生产支撑，高端制造、电商和冷链消费共同影响履约基础设施。",
        "date": "2026-05-30",
        "sourceName": "中国政府网 / 中国物流与采购联合会",
        "url": "https://www.ln.gov.cn/web/ywdt/rdgz/2026053007553074637/index.shtml",
        "tags": [
          "行业雷达",
          "经济金融",
          "中国结构性信息"
        ]
      },
      {
        "id": "europe-car-sales-chinese-brands-byd-april-2026",
        "title": "欧洲汽车：中国品牌在欧洲4月车市继续扩张；BYD注册量同比增114.5%，高于特斯拉当月注册量",
        "point": "欧洲电动车竞争正从需求恢复转向品牌份额、关税压力和本地供应链再平衡。",
        "date": "2026-05-27",
        "sourceName": "Reuters / LSE",
        "url": "https://www.lse.co.uk/news/chinese-brands-gain-as-europe-car-sales-rise-6cdgf6lso2y8u6o.html",
        "tags": [
          "行业雷达",
          "全球结构性信息"
        ]
      }
    ],
    "economicFinance": [
      {
        "id": "eu-china-trade-tougher-response-2026-05-29",
        "title": "欧中贸易：欧盟委员会称对华贸易投资关系“不可持续”；讨论更系统使用关税和配额等工具",
        "point": "涉及中国出口行业、欧洲产业保护、贸易摩擦和跨境投资不确定性。",
        "date": "2026-05-29",
        "sourceName": "Reuters / Investing.com",
        "url": "https://au.investing.com/news/economic-indicators/european-commission-vows-tougher-action-on-trade-with-china-4462263",
        "tags": [
          "经济金融",
          "监管与政策",
          "全球结构性信息"
        ]
      },
      {
        "id": "us-consumer-confidence-inflation-cutbacks-2026-05-29",
        "title": "美国消费：通胀指标升至多年高位后，消费者信心走弱且削减支出信号增加",
        "point": "居民实际购买力、企业定价、服务消费和美联储利率路径仍相互牵制。",
        "date": "2026-05-29",
        "sourceName": "AP News",
        "url": "https://apnews.com/article/618324105c9f0dc322f54ef8923a3d63",
        "tags": [
          "经济金融",
          "消费与社会",
          "全球结构性信息"
        ]
      }
    ],
    "policy": [
      {
        "id": "china-cac-qinglang-enterprise-information-2026-05-29",
        "title": "中国网信治理：中央网信办启动为期2个月“清朗”专项行动；重点整治恶意炒作涉企信息",
        "point": "企业上市、财报、新品发布和测评内容将进入更强平台治理周期。",
        "date": "2026-05-29",
        "sourceName": "中国网信网",
        "url": "https://www.cac.gov.cn/2026-05/29/c_1781797255442297.htm",
        "tags": [
          "监管与政策",
          "中国结构性信息"
        ]
      },
      {
        "id": "who-health-personnel-recruitment-code-amended-2026-05-29",
        "title": "全球卫生人力：WHO成员国通过决议修订国际招聘卫生人员行为守则",
        "point": "护理人员跨境招聘、突发事件期间人力调配和来源国卫生系统补偿成为国际规则议题。",
        "date": "2026-05-29",
        "sourceName": "WHO",
        "url": "https://www.who.int/news/item/29-05-2026-who-global-code-of-practice-on-the-international-recruitment-of-health-personnel-amended",
        "tags": [
          "监管与政策",
          "消费与社会",
          "全球结构性信息"
        ]
      }
    ],
    "climateEnergy": [
      {
        "id": "china-severe-convection-blue-warning-2026-05-31",
        "title": "中国天气：强对流蓝色预警覆盖东北、华北、华南等地；局地最大风力可达11-12级",
        "point": "短时强降水、雷暴大风和冰雹影响农业、交通、户外作业和城市排涝。",
        "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"
        ]
      },
      {
        "id": "opec-eight-july-output-meeting-2026-05-31",
        "title": "OPEC+：关键产油国提前至5月31日讨论7月产量；市场关注是否继续提高供应目标",
        "point": "中东供应扰动、油价、航运保险和通胀链条仍受产量决策影响。",
        "date": "2026-05-31",
        "sourceName": "Reuters / TradingView",
        "url": "https://www.tradingview.com/news/reuters.com%2C2025%3Anewsml_S8N3LL02V%3A0-eight-opec-countries-to-meet-on-may-31-not-june-1-three-sources/",
        "tags": [
          "气候与能源",
          "经济金融",
          "全球结构性信息"
        ]
      }
    ],
    "consumerSociety": [
      {
        "id": "miit-digital-aging-china-action-2026-05-22",
        "title": "数字适老：工信部部署2026年“数字适老中国行”活动；推广适老化产品和信息服务",
        "point": "老年人数字服务、无障碍改造、基础通信服务和平台适配继续成为民生技术议题。",
        "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": [
          "消费与社会",
          "科技领域",
          "中国结构性信息"
        ]
      }
    ],
    "socialHotlist": [
      {
        "id": "chinese-social-hotlist-career-exam-philippines-2026-05-31",
        "title": "中文社交趋势：微博热搜聚合显示职业转向、考试压力和菲律宾涉华事件等话题同时升温",
        "point": "只作为注意力信号，显示就业路径、考试情绪和海外安全议题在中文平台并行扩散。",
        "date": "2026-05-31",
        "sourceName": "划水摸鱼",
        "url": "https://huashuimoyu.com/mobile/detail/2",
        "tags": [
          "社交热榜",
          "中文社交趋势"
        ]
      },
      {
        "id": "reddit-huawei-export-controls-semiconductor-discussion-2026-05-31",
        "title": "海外社交趋势：Reddit科技社区集中讨论华为、美国出口限制和中国半导体自主链条",
        "point": "只作为情绪信号，海外技术社区正在把AI芯片竞争与出口管制效果放在一起讨论。",
        "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": "us-jobs-report-economic-calendar-2026-06-05",
        "title": "美国数据日程：5月非农就业报告定于6月5日发布；本周还将公布职位空缺、ISM和褐皮书等数据",
        "point": "就业与通胀组合将影响美联储利率预期和全球风险资产定价。",
        "date": "2026-05-31",
        "sourceName": "Kiplinger / BLS",
        "url": "https://www.kiplinger.com/investing/economy/this-weeks-economic-calendar",
        "tags": [
          "重要日程提醒",
          "经济金融",
          "全球结构性信息"
        ]
      }
    ],
    "anomalies": [
      {
        "id": "who-hantavirus-cruise-hondius-update-2026-05-28",
        "title": "邮轮公共卫生：WHO称多国报告与Hondius号邮轮相关的Andes汉坦病毒病例；截至5月27日共13例、3例死亡",
        "point": "邮轮、跨境旅行和罕见人畜共患病叠加，属于低关注但需跟踪的公共卫生链条。",
        "date": "2026-05-28",
        "sourceName": "WHO",
        "url": "https://www.who.int/emergencies/disease-outbreak-news/item/2026-DON604",
        "tags": [
          "低关注异常信号",
          "消费与社会",
          "全球结构性信息"
        ]
      }
    ]
  }
}