{
  "schemaVersion": "1.0",
  "product": "破茧",
  "date": "2026-07-14",
  "updatedAt": "2026-07-14T09:21:22+08:00",
  "timezone": "Asia/Shanghai",
  "topStories": [
    {
      "id": "2026-07-14-china-consumption-15fyp",
      "title": "中国消费：国务院批复《扩大消费“十五五”规划》，提出扩大服务消费、升级商品消费并完善长效机制",
      "point": "规划把扩大内需列为战略基点，要求各地把扩大消费纳入“十五五”经济社会发展重要任务，并由发改委、商务部监测评估。",
      "date": "2026-07-13",
      "sourceName": "中国金融信息网（新华社）",
      "url": "https://www.cnfin.com/hg-lb/detail/20260713/4439617_1.html",
      "tags": [
        "监管与政策",
        "扩大消费",
        "十五五",
        "中国结构性信息"
      ]
    },
    {
      "id": "2026-07-14-change5-y14-chang-e7",
      "title": "中国探月：长征五号遥十四运抵文昌，进入嫦娥七号发射场总装测试阶段",
      "point": "嫦娥七号将开展月球南极环境与资源勘查；运载火箭与探测器均已到位，任务准备由设备运输转入发射场集成。",
      "date": "2026-07-13",
      "sourceName": "中国载人航天工程网",
      "url": "https://www.cmse.gov.cn/xwzx/202607/t20260713_57676.html",
      "tags": [
        "科技领域",
        "探月工程",
        "航天",
        "中国结构性信息"
      ]
    },
    {
      "id": "2026-07-14-tsmc-q2-revenue",
      "title": "台积电：第二季度营收1.27万亿新台币、同比增36%，AI芯片需求推至纪录高位",
      "point": "6月营收同比增67.9%，显示先进制程与AI算力需求仍在上行；公司将于本周更新季度展望。",
      "date": "2026-07-13",
      "sourceName": "Reuters（Investing.com转载）",
      "url": "https://www.investing.com/news/stock-market-news/tsmc-q2-revenue-jumps-36-from-a-year-earlier-beating-market-expectations-4787428",
      "tags": [
        "科技领域",
        "半导体",
        "人工智能",
        "全球结构性信息"
      ]
    },
    {
      "id": "2026-07-14-intel-ireland-investment",
      "title": "英特尔：启动57亿美元爱尔兰扩产，升级欧洲Intel 3晶圆制造以支持AI与高性能计算需求",
      "point": "投入约占其2026年计划资本开支三成，欧洲先进晶圆产能、研发和人员培训同步扩展。",
      "date": "2026-07-13",
      "sourceName": "Reuters（Investing.com转载）",
      "url": "https://www.investing.com/news/stock-market-news/intel-announces-57-billion-aidriven-capital-investment-in-ireland-4788525",
      "tags": [
        "行业雷达",
        "半导体制造",
        "人工智能",
        "全球结构性信息"
      ]
    },
    {
      "id": "2026-07-14-france-ukraine-missile-license",
      "title": "法国/乌克兰：巴黎首次同意在乌许可生产法制导弹药；基辅订购新型防空系统和16架“阵风”",
      "point": "协议涵盖AASM、Aster和SCALP生产许可，防空、远程打击和军工本地化的支持范围扩大。",
      "date": "2026-07-13",
      "sourceName": "Reuters（Internazionale转载）",
      "url": "https://www.internazionale.it/ultime-notizie-reuters/2026/07/13/ukraine-to-produce-french-missiles-orders-war-planes-macron-says",
      "tags": [
        "地缘风险",
        "俄乌冲突",
        "军工生产",
        "全球结构性信息"
      ]
    },
    {
      "id": "2026-07-14-india-renewables-grid-rights",
      "title": "印度可再生能源：监管机构要求闲置项目让出并网权或增缴担保，预计可释放约15.7吉瓦接入容量",
      "point": "大量2019—2025年获配项目尚未供电且占用输电通道；新规则将并网资源优先转给实际发电项目。",
      "date": "2026-07-13",
      "sourceName": "Reuters（MarketScreener转载）",
      "url": "https://in.marketscreener.com/news/india-tells-clean-energy-firms-to-lose-grid-connection-or-generate-power-ce7f5edfde80f32c",
      "tags": [
        "气候与能源",
        "可再生能源",
        "电网",
        "全球结构性信息"
      ]
    }
  ],
  "markets": [],
  "modules": {
    "technology": [
      {
        "id": "2026-07-14-spacex-faa-starship-review",
        "title": "SpaceX：美国FAA结束Starship助推器回收失败审查，为下一次试飞放行",
        "point": "第13次飞行计划首次部署20颗真实Starlink V3卫星；完全复用、星链扩容和未来轨道算力计划都依赖该系统验证。",
        "date": "2026-07-13",
        "sourceName": "Reuters（Investing.com转载）",
        "url": "https://www.investing.com/news/stock-market-news/faa-closes-starship-review-ahead-of-spacexs-next-test-flight-this-week-4788794",
        "tags": [
          "科技领域",
          "航天",
          "卫星互联网",
          "全球结构性信息"
        ]
      }
    ],
    "geopolitics": [
      {
        "id": "2026-07-14-us-china-seismologist-detention",
        "title": "中美科研安全：华裔美籍地震学家被指在华羁押近两年并面临间谍罪审判",
        "point": "路透报道援引其妻子、美国议员和人质倡导组织；该案涉及朝鲜核试验监测研究，成为双边科研与领事议题的新摩擦点。",
        "date": "2026-07-14",
        "sourceName": "Reuters（海峡时报转载）",
        "url": "https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-july-14-2026",
        "tags": [
          "地缘风险",
          "中美关系",
          "科研安全",
          "中国结构性信息"
        ]
      }
    ],
    "industry": [
      {
        "id": "2026-07-14-italy-parmesan-heat",
        "title": "意大利乳业：高温超过40摄氏度，帕尔马干酪产区奶牛产奶量最高降10%、冷却成本上升",
        "point": "该产业年收入约45亿欧元；热浪同时压缩牧草和牛奶供给、抬高陈化仓储能耗。",
        "date": "2026-07-13",
        "sourceName": "Reuters（KELO转载）",
        "url": "https://kelo.com/2026/07/13/extreme-heat-threatens-italys-parmesan-heartland/",
        "tags": [
          "行业雷达",
          "乳制品",
          "极端高温",
          "全球结构性信息"
        ]
      }
    ],
    "economicFinance": [
      {
        "id": "2026-07-14-li-qiang-countercyclical-policy",
        "title": "中国宏观：李强要求加强逆周期调节、稳定就业并释放内需潜力",
        "point": "在与专家和企业家座谈时，他要求用足现有政策并提前研究追加措施；下半年经济工作与全年目标直接相关。",
        "date": "2026-07-13",
        "sourceName": "Reuters（Investing.com转载）",
        "url": "https://www.investing.com/news/economy-news/chinas-premier-urges-objective-understanding-of-the-economy-4788246",
        "tags": [
          "经济金融",
          "宏观政策",
          "内需",
          "中国结构性信息"
        ]
      },
      {
        "id": "2026-07-14-waller-core-inflation-rate",
        "title": "美国货币政策：美联储理事沃勒称若核心通胀再走高，FOMC或需考虑短期加息",
        "point": "他把关税与能源成本列为通胀压力来源；最新表态提高了对利率路径的敏感性。",
        "date": "2026-07-14",
        "sourceName": "Reuters（Aju Press转载）",
        "url": "https://www.ajupress.com/view/20260714065670487",
        "tags": [
          "经济金融",
          "美国利率",
          "核心通胀",
          "全球结构性信息"
        ]
      }
    ],
    "policy": [],
    "climateEnergy": [
      {
        "id": "2026-07-14-us-solar-build-costs",
        "title": "美国电力建设：太阳能项目成本同比升18%，但仍为最便宜的新建电源；燃气发电成本升至15年高位",
        "point": "关税、利率与供应链调整推高造价；数据中心和电气化带动新增电源需求，成本与扩容压力同时上升。",
        "date": "2026-07-13",
        "sourceName": "Reuters（Business Recorder转载）",
        "url": "https://www.brecorder.com/news/40429811/solar-costs-jump-18-but-remain-the-cheapest-generation-to-build-lazard-says",
        "tags": [
          "气候与能源",
          "太阳能",
          "电力成本",
          "全球结构性信息"
        ]
      }
    ],
    "consumerSociety": [],
    "socialHotlist": [],
    "schedule": [],
    "anomalies": [
      {
        "id": "2026-07-14-el-salvador-trachoma-elimination",
        "title": "中美洲公共卫生：世卫组织确认萨尔瓦多消除沙眼公共卫生问题，成为该地区首个达标国家",
        "point": "评估显示重点社区未发现活动性传播；作为致盲性传染病治理的基层医疗、供水和监测样本，仍需维持复发监测。",
        "date": "2026-07-13",
        "sourceName": "World Health Organization",
        "url": "https://www.who.int/philippines/news/detail-global/13-07-2026-el-salvador-validated-by-who-as-having-eliminated-trachoma-as-a-public-health-problem",
        "tags": [
          "低关注异常信号",
          "公共卫生",
          "传染病监测",
          "全球结构性信息"
        ]
      },
      {
        "id": "2026-07-14-hydro-quebec-nyc-line-outage",
        "title": "纽约跨境电力：可供纽约市最高20%用电的Hydro-Québec输电线因电缆故障本月第二次停运",
        "point": "该60亿美元互联线路的重复停运把跨区清洁电力依赖与单点电缆故障风险同时暴露出来。",
        "date": "2026-07-13",
        "sourceName": "Reuters（耶路撒冷邮报转载）",
        "url": "https://www.jpost.com/international/article-902411",
        "tags": [
          "低关注异常信号",
          "电网韧性",
          "跨境输电",
          "全球结构性信息"
        ]
      }
    ]
  },
  "reportId": "2026-07-14_0918"
}