2026.04.27~2026.05.03一周新闻剪报
美伊僵局持续、美国科技巨头发布财报人工智能相关股票暴涨
美伊僵局持续
- 美国对伊朗石油制裁升级 中企恒力石化遭波及
- 伊朗外长离开伊斯兰堡 美伊第二轮谈判再流产
- 伊朗提议开放海峡并推迟核谈判 特朗普不满伊朗版和平方案
- 阿联酋声明将于5月1日退出欧佩克 原为该组织第三大产油国
- Wall Street is getting twitchy on oil prices
- Much ado about the 1974 ‘petrodollar’ deal
- Opec without the UAE
- 9月就是极限！摩根大通：届时原油库存见底，霍尔木兹海峡“无论如何都将重开”
- The great commodities disruption
- 伊朗提出重开霍尔木兹海峡方案，特朗普表示不满意
- “美国人显然没有战略”：德国总理言论激怒特朗普
- Oil could trade at nearly $120 if war drags on, Goldman Sachs warns
- Shell buys Canadian shale producer ARC for $16bn
- US being ‘humiliated’ by Iran, says German Chancellor Friedrich Merz
- Bank of Japan holds rates and raises inflation forecast on Iran war turmoil
- Iran’s hardliners clash over talks with US
- Oil price climbs above $110 for first time in three weeks
- UAE to leave Opec in blow to oil cartel
- China poised to restart exporting jet fuel, diesel and gasoline
- ‘The beginning of the end of Opec’: can the oil cartel survive the UAE’s exit?
- UAE’s Opec exit will drive down oil prices in future, warns Moscow
- Donald Trump’s Iran war has cost $25bn, Pentagon says
- Inflation hits 50% in Iran as war rattles economy
- UAE withdrawal from Opec reopens rift with Saudi Arabia
- Donald Trump launches review of US troops in Germany
- Israel rushed laser system to UAE to fend off Iran’s missiles
- US warns Europe of delays to arms shipments as Iran war drains stockpiles
- Pentagon to pull 5,000 soldiers out of Germany in dispute over Iran war
- Donald Trump’s Iran war withers Kenya’s roses and strands its tea
- Trump administration fast-tracks $8.6bn in arms sales to Middle East allies
美国科技巨头发布财报人工智能相关股票暴涨
- 吸筹率再超40%！“光”以后，下一个承接点可能在哪里？……
- 洪灝：半导体超级周期？
- 发改委要求撤销Meta收购Manus 境外并购合规如何做？
- 中国要求Meta解除对Manus的收购
- 中國禁止Meta收購Manus，將有更多AI公司赴美融資受阻？｜Whatsnew
- Manus交易受阻：中国初创公司与硅谷渐行渐远
- AI替代岗位能否成为降薪解约的理由？杭州法院这样判
- The Growth Impulse from the Data Center Boom
- US GDP: still ultimately about the consumer
- 徐小庆｜美股会重现V型反转行情吗？
- Chart of the Week: EM’s vanishing diversification
- 最新封面报道｜科技股狂欢
- AI + Halo = $$$
- The great American data centre divide
- Is AI increasing access to justice?
- How America’s retail army came to rule the stock market
- 數說科技：最強中文同人文模型 DeepSeek V4
- AI「煉化」來襲：中國式「AI樂觀主義」的代價
- 和ChatGPT聊紫微斗數，一次對「人生底稿」的重述
- Google staff urge chief executive to block US military AI use
- Google told staff it is ‘proud’ of Pentagon AI contract after internal backlash
- SoftBank plans to list new AI and robotics company in the US
- Google outpaces rivals as Big Tech’s AI spending plans rise to $725bn
- Big Tech’s AI payback might be coming into view
- Huawei’s AI chip sales surge as Nvidia stalls in China
- Banks seek to offload risk to avoid ‘choking’ on data centre debt
经济
- China’s industrial profits rise in Q1 as high-tech manufacturing drives growth
- 2026年3月财政收入同比增速升至6.9% 个税同比增1.9倍
- 一季度各省经济增速谁领跑、谁垫底 为何分化？
- 政治局会议：努力稳定房地产市场，稳定和增强资本市场信心
- 4月政治局会议简评：固本培元
- 中央政治局会议：用足用好宏观政策 系统应对外部冲击挑战
- 中共政治局会议未提降准降息 机构推迟中国降息预期至明年 ｜ 联合早报网
- Is China’s High-Quality Investment Output Economically Viable?
- China targets ‘zombies’ with regulatory headshots to kill off indebted laggards
- Global imbalances: a symptom not a cause
- China Didn’t De-Dollarize. It Just Hid Its Dollars. ｜ Council on Foreign Relations
- 最新财新周刊｜人民币国际化迎来窗口期
- 最新财新周刊｜专项债再审视
- 最新财新周刊｜涉外防护法规补缺
- 10亿和解金+3亿处罚金压顶、签字合伙人被抓 普华永道如何化解恒大之祸
- Exclusive: China’s financial regulatory head Li Yunze demoted, sources say
- 刘浩凌调任证监会副主席
- 存储芯片成本大幅上扬 比亚迪部分选装配置涨价
- 医疗服务价格较2018年上涨23% 医院增收了吗？
- 52个月来库存同比首降 楼市去化仍需久久为功
- 近5年来同期最高！4月北京二手房成交量近1.8万套！
- 不只有比亚迪，中国车企吉利快速崛起
- 最新财新周刊｜储能“出海”爆单
- 今天！周期果然大涨！这一次的五一，结构比仓位更重要……
- 时隔逾两年 穆迪将中国主权评级展望上调至稳定
- 入职新火 5 天就翻车，付鹏为何被加密社区喷成筛子？
- 董承非、谢治宇、吴圣涛、余璟钰最新分享！能源、AI、全球机遇与黑天鹅……
- 上纬新材Q1净利亏损，前十大流通股东新进“私募魔女”李蓓- CFi.CN 中财网
- 最新财新周刊｜招行换将
- The Political Economy of Financial Crises
- The Fed’s balancing act
- Avoiding Kindleberger’s trap: A dollar coalition of the willing
- Germany Has the Cash to Revitalize Its Economy, but Can’t Seem to Spend It
- The hunt for a new Earth
- How Africa Works
- The problem with healthy life expectancy
- The euro’s urgent need
- Shortages, inflation and stagnation
- The law firm that shaped Wall Street and the world
- United chief hits out at American Airlines for refusing merger talks
- Canada launches C$25bn sovereign wealth fund to boost growth
- Two Spirit Airlines creditor groups back Trump bailout plan
- Bill Ackman hits lowest end of target in second IPO push
- Pernod Ricard ends pursuit of Jack Daniel’s maker Brown-Forman
- Purdue Pharma to pay more than $8bn to end US opioid case
- How Citi’s $52mn hire was forced out of JPMorgan over his behaviour
- UBS trading gains fuel 80% profit surge
- Fed chair nominee Kevin Warsh secures Senate committee approval
- Starwood real estate fund halts redemptions as bet on lower interest rates bites
- KKR explores $10bn sale of ex-Unilever spreads business
- DCC rejects £5bn takeover bid from KKR and Energy Capital
- Lazard to buy private capital advisory group Campbell Lutyens in $575mn deal
- Eli Lilly profits more than double as weight-loss revenue soars
- Greg Abel’s first test: winning over Warren Buffett’s Berkshire faithful
- Greg Abel’s message to Berkshire shareholders, post-Buffett: be patient
- Greg Abel leaves unanswered questions about Berkshire’s war chest
- Spirit Airlines winds down operations after bailout talks founder
- How the $5bn Saudi bet on LIV Golf unravelled
- Singapore and New Zealand strike ‘world first’ supply-chain pact
劳工
- 多地招艺术生当狱警，有何深意？
- China outlines new labour protection plan for nation’s 200 million gig workers
- 生存是唯一目的：大學「高中化」下的「晚熟」一代
- 伊朗战争令中国经济承压，广西数千名工人讨薪抗议
- 印度移工風暴：台灣三十年失聯黑數，如何被「性暴力想像」吞沒？
- 沒那麼躺平——你家大門外，那位「幫得就幫」的保安員
- Counter Manufacturers are Killing Workers with Silica Dust, Safety Group Charges
- 【2026五一特刊】战争在外、压迫在内，劳动者们要生活！
- 煽动“躺平”的他们，正忙得脚不沾地
- 冰点周刊｜一些货运司机，困在“搭把手”里
性别
- “影视艺考第一人”杜英哲受审 对强奸、强制猥亵无悔意
- The Crisis of Social Reproduction, Women’s Agency, and Feminism in China – Spectre Journal
- Episode 8 ｜ The Poetic Justice of Queer China ｜ Made in China Journal
其他
- 北京将于5月1日起全面禁售无人机 外地无人机不得入京
- 法眼｜从30万元到300万元，巨额财产来源不明罪提高门槛会放纵贪官吗？
- Chinese dissident Li Ying: ‘Our work is about being ready for the tipping point’
- EP-208 查建英和袁莉的闺蜜下午茶：聊聊我们自己（文字版） – 不明白播客
- 記者手記：家裡也有封鎖線，宏福苑居民和記者合力還原的災場實錄
- 中國留學生在澳參與少數民族示威，返國後被以「分裂國家罪」判刑六年｜Whatsnew
- 成都鬧區開車蓄意衝撞多人倒地 警方通報1死11傷 ｜ 兩岸 ｜ 中央社 CNA
- 法度Law｜重庆律师界“标杆人物”传被带走调查，律所回应：等官方通告
- 风声OPINION｜为完成指标，引诱少年吸毒，“杀良冒功”的警察只判5年？
- 中国压力下，巴拉圭和台湾的友情还能维持多久？
- How to Avoid Fistfights and Poisonings at a World Leaders Summit
- Beware the Tigers - China Media Project
- 华盛顿晚宴袭击嫌疑人身份曝光 毕业于加州理工学院曾为辅导教师
- 华盛顿晚宴袭击嫌疑人信件疑曝光 特朗普驳斥称自己“不是恋童癖”
- 【商圈】华裔记者江惟嘉及她主持的白宫记者协会
- 白宮記協晚宴驚魂：特朗普安全撤離，槍手潛伏酒店維安如虛設｜Whatsnew
- Alleged shooter in Washington attack charged with attempted assassination of Donald Trump
- 特朗普解雇美国国家科学委员会全体成员 未说明原因
- 特稿 ｜ 英国左翼乱局：党争、内耗与光环不再的科尔宾
- What Labour’s likely meltdown means for the UK
- Trump is remaking America in his image
- US to put Donald Trump’s face on passports
- Trump administration launches Disney probe after Jimmy Kimmel’s Melania joke
- US soldier pleads not guilty over prediction trades on Maduro capture
- Ex-FBI head James Comey charged with threatening Donald Trump’s life
- KPMG shuts US government audit practice after losing army contract
- Trump’s sons to take stake in Kazakh miner that won $1.6bn US backing
- US Department of Justice loses a quarter of its lawyers
- Germany re-arms: what does it mean for Europe?
- EU’s top trade official leaves after clashing over Trump deal
- 白宫记者晚宴枪击案阴影下，英国王室访问华盛顿
- 捍衛皇家海軍榮光、讚頌和而不同：解讀英王訪美的辭令深義｜Whatsnew
- Britain’s King Charles and Queen Camilla arrive on state visit to the US
- King Charles defends transatlantic relationship in speech to Congress
- King Charles subtly rebukes Donald Trump despite show of unity
- US ambassador to Ukraine to leave over differences with Donald Trump
- EU in talks with Hungary’s Péter Magyar on workaround for frozen funds
- Donald Trump says he will raise tariff on EU vehicles to 25%
- State ownership complicates smoking battle in Japan and China
- 英国50万人基因数据在阿里巴巴电商平台出售 英方发起调查(含视频)
- 英国生物银行回应财新：一封电邮告知数据被泄露
- 深圳女子劝阻吸烟引发治安事件 “脱衣裸检”起争议
- 深圳勸煙裸檢風波：勸煙在中國為何成為一個性別問題？
- 當禁煙問題被塑造成個體矛盾，被遮蔽的問題是什麼？
- 种竹子的人——为什么教育创新者最后要对抗的，不是技术难题，而是人身威胁？
- 表演｜一段氛围的档案：闭幕音乐会
- 360doc个人图书馆网站停止运营公告
- 争夺小区控制权：一场引发警方介入的中国业主权利抗争
- 「他們叫我『本地撈』」：推普20餘年，第一代不講粵語的廣州青年長大了
- 黃金週「旅遊救港」，我們只是無足輕重的NPC？
- 母亲被保健品诈骗-月光博客
- 赞时代译者组｜《一个阿富汗女人的来信》的作者被逮捕
- 冷杉RECORD｜举报二手烟后，他失去了朋友、推荐信，及其他
- TA上海｜阻力太大？全国首个“伴侣动物”立法草案，发布20多天后悄然下架
- 博客COVER｜是谁杀死了那10场音乐节？
- 显影｜风车下的乌蒙山村
- 最新财新周刊｜流浪动物照料者为何受罚
写于 2026年5月4日