{
  "schemaVersion": "1.0",
  "product": "破茧",
  "date": "2026-07-11",
  "updatedAt": "2026-07-11T09:12:28+08:00",
  "timezone": "Asia/Shanghai",
  "topStories": [
    {
      "id": "2026-07-11-us-iran-hormuz-guarantee",
      "title": "美国/伊朗：美方要求伊朗公开保证霍尔木兹海峡安全开放；停火状态仍不确定",
      "point": "涉及能源航道、海湾军事升级、油价通胀传导和美伊谈判边界。",
      "date": "2026-07-10",
      "sourceName": "AP News",
      "url": "https://apnews.com/article/e31c6ff72583f4e810d6d6750eb603d2",
      "tags": [
        "地缘风险",
        "能源通道",
        "全球结构性信息"
      ]
    },
    {
      "id": "2026-07-11-china-bavi-east-coast",
      "title": "中国东部沿海：台风Bavi逼近福建浙江交界；浙江撤离1.7万人并待命17万救援人员",
      "point": "一周内华南洪灾、华中龙卷风和东部台风连续叠加，暴露夏季极端天气对城市、港口和供应链的压力。",
      "date": "2026-07-10",
      "sourceName": "AP News",
      "url": "https://apnews.com/article/b24529aa2b014bf55a6d7fecc4172e6b",
      "tags": [
        "气候与能源",
        "中国结构性信息",
        "台风"
      ]
    },
    {
      "id": "2026-07-11-us-heat-dome-records",
      "title": "美国气候：新一轮热穹预计覆盖本土三分之二；90多个地方温度纪录可能被追平或打破",
      "point": "高温夜间化会加重健康、电力和野火风险，影响范围从北部平原可能扩展到东西海岸。",
      "date": "2026-07-10",
      "sourceName": "AP News",
      "url": "https://apnews.com/article/72cf21d28aac672304a1cbf345b87e90",
      "tags": [
        "气候与能源",
        "公共健康",
        "全球结构性信息"
      ]
    },
    {
      "id": "2026-07-11-us-housing-bill-law",
      "title": "美国住房：21世纪ROAD住房法案将无总统签名生效；白宫估算全国缺口1000万套住房",
      "point": "住房成本、建设审批、公司购买独栋房限制和中期选举 affordability 议题同时进入制度执行阶段。",
      "date": "2026-07-10",
      "sourceName": "AP News",
      "url": "https://apnews.com/article/77ec340dcdd676c46c458813b461b1af",
      "tags": [
        "消费与社会",
        "住房",
        "监管与政策"
      ]
    },
    {
      "id": "2026-07-11-zhipu-ai-4b-fundraising",
      "title": "中国AI资本：智谱AI拟募资40亿美元；股价上涨并继续扩展模型与云服务投入",
      "point": "中国大模型公司从产品竞争进入公开市场融资和算力投入竞赛，影响AI资本开支和中美模型生态差距。",
      "date": "2026-07-10",
      "sourceName": "Wall Street Journal",
      "url": "https://www.wsj.com/tech/ai/chinas-zhipu-ai-shares-surge-on-4-0-billion-fundraising-00c6abc7",
      "tags": [
        "科技领域",
        "中国结构性信息",
        "AI融资"
      ]
    },
    {
      "id": "2026-07-11-us-eac-commissioners-fired",
      "title": "美国选举治理：特朗普罢免两名选举援助委员会成员；联邦投票系统监管独立性受压",
      "point": "涉及独立机构人事权、投票系统认证、联邦选举拨款和中期选举前规则执行边界。",
      "date": "2026-07-10",
      "sourceName": "AP News",
      "url": "https://apnews.com/article/0dc1f37c3990398b3085f22a14ea239a",
      "tags": [
        "监管与政策",
        "选举治理",
        "全球结构性信息"
      ]
    }
  ],
  "markets": [],
  "modules": {
    "technology": [
      {
        "id": "2026-07-11-apple-broadcom-us-chips",
        "title": "苹果/博通：苹果拟在5年内购买300亿美元美国制造芯片；涉及超过150亿颗通信组件",
        "point": "大型终端公司通过长期采购重组半导体供应链，反映关税、地缘风险和本土制造激励对科技硬件的约束。",
        "date": "2026-07-09",
        "sourceName": "Wall Street Journal",
        "url": "https://www.wsj.com/tech/apple-to-spend-30-billion-on-u-s-made-chips-from-broadcom-aaf23490",
        "tags": [
          "科技领域",
          "半导体",
          "供应链"
        ]
      }
    ],
    "geopolitics": [],
    "industry": [
      {
        "id": "2026-07-11-volkswagen-q2-sales-china",
        "title": "大众汽车：二季度全球交付下降8.6%；中国销量下滑超过三分之一并拟削减近半车型",
        "point": "欧洲车企在中国电动车竞争、关税成本和车型复杂度之间重组，影响汽车供应链和欧洲制造就业。",
        "date": "2026-07-10",
        "sourceName": "AP News",
        "url": "https://apnews.com/article/624740677b4c0093d90f184d1310282b",
        "tags": [
          "行业雷达",
          "汽车",
          "中国结构性信息"
        ]
      }
    ],
    "economicFinance": [
      {
        "id": "2026-07-11-fed-minutes-inflation-split",
        "title": "美联储纪要：官员对通胀和利率路径明显分裂；半数预测年底前可能加息",
        "point": "伊朗战争油价、关税、AI相关设备和电力成本共同进入利率判断，影响债券、房贷和企业融资环境。",
        "date": "2026-07-08",
        "sourceName": "AP News",
        "url": "https://apnews.com/article/3ec0b0c2fe05e3833e324fa522a1882a",
        "tags": [
          "经济金融",
          "利率",
          "通胀"
        ]
      }
    ],
    "policy": [
      {
        "id": "2026-07-11-texas-app-store-age-verification",
        "title": "美国得州应用商店法：最高法院未阻止年龄验证和未成年人家长同意要求执行",
        "point": "儿童线上安全、隐私、第一修正案和平台分发责任继续在州法层面扩张。",
        "date": "2026-07-06",
        "sourceName": "AP News",
        "url": "https://apnews.com/article/362137cccb26fc5f5dfbb71fb2b2f3db",
        "tags": [
          "监管与政策",
          "平台治理",
          "未成年人保护"
        ]
      }
    ],
    "climateEnergy": [],
    "consumerSociety": [
      {
        "id": "2026-07-11-aca-enrollment-drop-states",
        "title": "美国医保：联邦数据显示ACA覆盖人数一年减少约260万人；俄亥俄和俄克拉荷马降幅接近三分之一",
        "point": "补贴到期后的医保负担正在转化为实际退保，影响中等收入家庭、个体就业者和医疗可及性。",
        "date": "2026-07-06",
        "sourceName": "AP News",
        "url": "https://apnews.com/article/189b9b197edbc3c6883d77691dd894b7",
        "tags": [
          "消费与社会",
          "医保",
          "居民负担"
        ]
      }
    ],
    "socialHotlist": [],
    "schedule": [],
    "anomalies": [
      {
        "id": "2026-07-11-meta-alberta-ai-datacenter-gas-plant",
        "title": "加拿大AI算力：Meta拟投91亿美元建海外最大数据中心；配套932兆瓦燃气电厂",
        "point": "低关注价值在于AI基础设施正把算力、燃气发电、水冷系统和地方电网承载能力绑定成同一约束。",
        "date": "2026-07-08",
        "sourceName": "AP News",
        "url": "https://apnews.com/article/922a7d15ab730ec53b934269fc00a0fa",
        "tags": [
          "低关注异常信号",
          "AI基础设施",
          "能源供给"
        ]
      }
    ]
  },
  "reportId": "2026-07-11_0907"
}