2026.07.13~2026.07.19一周新闻剪报
霍尔木兹海峡再度关闭美伊停火协议破裂、二季度中国GDP增速放缓至4.3%、韩国半导体股票重挫引AI泡沫担忧、伯纳姆将出任英国首相、2026男足世界杯西班牙夺冠
霍尔木兹海峡再度关闭美伊停火协议破裂
- 伊朗再关霍尔木兹海峡 但超大油轮仍在“暗度陈仓”
- 美将恢复封锁伊朗港口并收取海峡通行费 美军再增1例死亡
- 特朗普被曝施压内塔尼亚胡从叙黎撤军 美两党内对以立场均现分歧
- 油价会继续飙升吗？取决于中国的决策
- 美伊停火协议破裂，特朗普宣布收取通航“保护费”
- 以色列的伊朗政权更迭计划内幕：“策反”强硬派前总统
- 特朗普“货币化”霍尔木兹海峡引发新风险
- 在伊朗，特朗普遇上了不肯屈服的对手
- 伊朗战争会成为美国又一场“永无止境的战争”吗？
- 伊朗战争的长期后果：物价上涨将持续存在
- 美伊停火協議僅25天告吹：戰事急升第六夜、海峽封鎖重啟｜ Whatsnew
- Oil surges past $80 on Trump threat to impose 20% Hormuz fee
- Dubai plans new port to bypass Strait of Hormuz
- Donald Trump says US to abandon proposed Strait of Hormuz cargo fee
- US will not win Iran war from the air, Donald Trump’s ex-defence chief warns
- Chevron and Iraq seek to bypass Strait of Hormuz with Syria pipeline
- US escalates attacks on Iran as it expands range of targets
- Lockheed to build cheaper Patriot missile to counter drone threat
- Oil touches $90 as Iran hits tankers
- 最新财新周刊｜霍尔木兹分水岭
二季度中国GDP增速放缓至4.3%
- 应对K型分化 如何防范经济下行分支持续下滑？
- 国务院批复同意《扩大消费“十五五”规划》 聚焦养老、托育、文旅、健康等消费需求
- 十五五目标社会消费品零售总额达到60万亿元左右，其隐含的是，稳定疫情后的消费趋势不崩即可，没打算让消费重回疫情前的趋势
- 去年以来政策开始有些动作，说要“加快解决地方政府拖欠企业账款问题”，但动作甚微
- China’s Home Rental Market Slowdown Eases in First Half as First-Tier Cities Get Back to Growth
- China’s trade surges in first half of 2026, extending growth streak
- 李稻葵：当前经济整体偏冷已三年 瘀堵在于地方政府(含视频)
- China’s economy faces an overall cooling, not a K-shaped divergence, warns David Daokui LI
- China’s per capita disposable income up 5.2 pct in H1
- China’s Q2 economic growth cools to 3-1/2-year low as imbalances worsen
- 6月进出口额增速均超预期 AI出口高增主要受涨价带动
- 二季度GDP同比增长4.3% 名义增速13个季度来首超实际增速
- 1—6月投资同比降幅扩大至5.7% 基建投资增速年内首次转负
- 央行年初设立1万亿元民营企业再贷款 用了多少？
- China bets on faster state-backed projects to shore up growth, avoid broad stimulus
- China’s record consumer defaults undermine Beijing’s push to boost spending
- Why factories in southern China are feeling the squeeze despite pickup in orders
- China Is Sabotaging the World That Enables Its Rise
- 邢自强：政策转变值得关注 提振居民消费升至前所未有高度
- 上半年房企国内贷款同比下降逾三成 优质项目仍被银行争抢
- China’s slowdown
- 中国二季度GDP同比增长4.3%，增速创三年新低
- 最新财新周刊｜复杂局面下如何稳经济
韩国半导体股票重挫引AI泡沫担忧
- 中际旭创否认二季度业绩严重不及预期以及故意压制股价传言
- 今天人工智能大会官宣由大领导亲自出席讲话，优先级提到最高，也体现最高层的FOMO
- 一个月内！五次提示！每一次抱团松动，都是这么相似……
- Wall Street banks are AI stocks now
- 特稿｜大模型急招FDE AI落地垂直行业卡口何在？
- 受存储短缺影响 二季度全球智能手机出货量跌至13年最低水平
- 认知技能标准化生产：AI重构分工的规模经济逻辑
- 长鑫科技发行在即 谁在大赚特赚？
- 巴菲特谈AI狂热：谷歌是潜在赢家，输家是谁？
- 韩国叫停个股杠杆ETF新品上市 现有产品保证金翻3倍、交易单位扩至20倍
- AI and the false consciousness trap
- 洪灝：韩国半导体泡沫破灭意味着什么
- 央行主管的《中国金融》 盘中发了一篇标题为《科技股估值“纠偏”刻不容缓》的评论文章，没一会儿就又火速删除
- Who pays for AI?
- Chart of the Week: Chips are nearly five times as volatile as the broader market
- Portfolio construction in the shadow of the AI bubble
- Will cheap specialised AI models threaten the Big Tech chokehold?
- 近200名经济学家和科技领袖警告人工智能威胁
- 重磅IPO：中国最大存储芯片制造商长鑫存储即将上市
- 是中國在煽動美國的反AI浪潮嗎？
- 欧洲奋力追赶中美，争夺数字自主权
- 习近平阐述AI发展愿景：倡导“开放共赢”，与美国竞争
- 月之暗面Kimi K3问世，美中AI差距进一步缩小
- Intel to invest €5bn in Irish plant as AI chip demand surges
- Nvidia halves Asia buyer list in China chip crackdown
- New York becomes first US state to suspend data centre development
- Wall Street banks smash records on stock trading boom
- Chipmaker CXMT seeks $10bn in largest China IPO since 2010
- ASML raises forecasts as AI boom drives chipmaking demand
- Morgan Stanley wealth management boosted by SpaceX millionaires
- Mira Murati’s Thinking Machines draws from Chinese rivals in debut AI model
- US lawmakers urge Trump administration to ban Chinese memory chips
- Apple briefly leapfrogs Nvidia as world’s most valuable company
- Meta and Anthropic in talks for up to $10bn data centre deal
- Traders are increasingly betting against SpaceX just weeks after IPO
- 科技爱好者周刊（第 404 期）：你需要知道的 AI 内存知识 - 阮一峰的网络日志
- China-Proposed Global AI Organization Launched at WAIC
- 专栏｜欧洲模式与AI时代生存之道
- 橙柿新闻｜“消失”的人工客服，一个电话就能解决的事，为何把人逼到“走投无路”？
- 阑夕｜逛完今年WAIC的51件小事
- 冰点周刊｜AI判定我持有假记者证
伯纳姆将出任英国首相
- Burnham must remember the first rule of government
- Shabana Mahmood set to be named UK chancellor by Andy Burnham
- Andy Burnham promises to be ‘pro-business’ as he is crowned Labour leader
- Andy Burnham’s Britain in seven charts
- 最新财新周刊｜英国再迎新首相
2026男足世界杯西班牙夺冠
- 頑童與紳士：拉美足球認同中，有沒有原住民的位置？
- 世界杯梗王：“玩抽象”的哈兰德如何俘获中国球迷的心
- 從為國出征到自娛自樂，中國世界盃民族主義的精神幻滅
- 为什么南美足球迷人人都“恨”阿根廷
- 誰愛梅西？誰恨梅西？
- Why are China and India so bad at football?
- Spain beat Argentina to win World Cup for second time
- World Cup Leverage: California Stadium Workers Win the Right to Strike Over ICE
- All-Women ‘Shaolin Soccer’ Tribute Scores Big, Divides Fans
经济
- 央行邹澜：隔夜逆回购看重的不是利率，而是超短期流动性调节
- America’s EV Reckoning
- Paris and Berlin vow to align on tougher trade measures against China
- A Surplus of Confusion About America’s Deficits
- Europe Has to Take on China to Save Free Trade
- Brussels seeks climate vs industry trade-offs in ETS revamp
- EU companies: a ‘capitalism of rent’?
- 英国钢铁公司被收归国有，前中资收购方要求赔偿
- 最新封面报道｜中欧经贸博弈时刻
- 最新财新周刊｜城投转产投虚实
- 西部城事｜GDP缩水、地铁烂尾……这些副中心城市怎么了
- 四大一线城市连续4个月二手房价普涨 北京上月环比上涨0.1%
- 客运站在消失，广东大巴却活了
- 數說科技：當汽車越來越大，誰在為 SUV 熱潮買單？
- Hainan to Ban Sales of Gas-Powered Vehicles From 2030
- 富途、老虎内幕交易案首批被告现身 神秘抢跑者究竟是谁？（更新）
- 未充分披露内地展业风险 富途在美遭集体诉讼
- 淡马锡在华资产敞口创五年最大增幅 吴亦兵详解看好哪些领域
- CSRC’s Wu vows ‘stable market’ after A-shares rebound on concerted buying
- 最新财新周刊｜TRS暗门
- How QE changed banks, and why that makes QT dangerous
- Erika McEntarfer: ‘You really can just fire the BLS commissioner’
- ESG is dead
- Is the US or Europe better off?
- How to fix the housing crisis
- How long until there is a US markets reckoning over Trump’s damage?
- The next crash: why this time might not be different
- The new Fed boss is tight-lipped. That might upset the markets
- Nippon Paint offers €7.5bn for Akzo unit in attempt to gatecrash rival deal
- UK and Switzerland to loosen visa restrictions as part of services trade deal
- Kevin Warsh vows Federal Reserve will be ‘resolute’ in inflation fight
劳工
性别
其他
- 我和许志永的结婚申请程序走到了哪里：行政复议的现场阅卷和听取意见
- 大搞家族腐败 政治局委员马兴瑞官宣被“双开”
- 特稿｜马兴瑞家族腐败案探解：旧改项目背后的政商关系网
- 中共高官马兴瑞被双开，成中央政治局第三位落马委员
- 香港書展首日國安再行動：留下書舍、田園書屋被搜，消息指拘5人涉煽動罪｜Whatsnew
- 香港警方突击搜查独立书店，以煽动罪名逮捕五人
- 大火后千呼万唤的宏福苑业主大会，为何有居民感不满？｜Whatsnew
- 香港“禁书”书商林荣基逝世，曾遭中国当局绑架和监禁
- 万方警务｜严禁“翻墙”！ “翻墙”有风险，断送前程悔终生！
- 纵深新闻｜拍个矿山视频被当地镇政府追着删？背景矿企无安全生产许可证，“借清理之名多挖多采”
- 法无第二｜你的手机密码，凭什么要交出来？——从一份讯问笔录看我国手机搜查的程序困境
- 四环青年｜女子被冒名吸毒警方7年才更正，不问责不赔偿说不过去
- Fewer US students are studying in China
- China and the new era of critical minerals diplomacy
- 时报驻华记者王月眉讲述被中国驱逐始末
- 誰買了台灣無人機？單月破紀錄大單背後，2100億特別條例首審｜Whatsnew
- 美国华裔地震学家被中国拘押近两年，华盛顿呼吁将其释放
- 民调显示多国民众对中国好感度超过美国
- 在美寻求庇护的中国人权律师吴绍平被ICE拘留
- 特朗普称中国非法收集2.2亿份美国选民文件
- 北京驳斥特朗普指控，但回应相对克制
- 中国官媒视频将菲律宾描绘成猴子，马尼拉提出外交抗议
- 特朗普“怒斥”中国，但仍寻求与习近平建立良好关系
- “突然间，我自由了”：金明日牧师讲述获释经过
- The Magyar revolution: Hungary’s new era
- US senator Lindsey Graham dies aged 71
- Judge says Donald Trump’s IRS lawsuit had no ‘basis in law or fact’
- Warren Buffett drops Gates Foundation from $6bn Berkshire donation
- Billionaires who fled California wealth tax risk intrusive residency audit
- Goldman’s Kathy Ruemmler tells Congress Epstein emails taken out of context
- US troops to get testosterone treatment to make them strong
- Trump teleprompter operator faces scrutiny over prediction market bets
- Trump Media to sell high-speed access to president’s social media posts
- Trump Media pitched $100,000 monthly fee for fast feed of president’s posts
- 乌防长与总参屡现争执后遭解职 泽连斯基抗议声中重组政府
- 戰爭時刻撤換明星國防部長？烏克蘭內閣改組引發街頭抗爭｜Whatsnew
- Russian strikes threaten Ukraine’s Black Sea grain trade
- Zelenskyy government in turmoil after defence minister fired
- Ukraine to buy Chinese drone parts with EU funds
- Athens blocks new EU sanctions on Russia to shield Greek shipping company
- Zelenskyy considers sacking commander-in-chief as protests swell
- EU faces crumbling support for new Russia sanctions
- RIP the US state department
- The Tragedy of “Westalgia”
- 普京如何将日本变成俄罗斯间谍据点
- 日本筹建二战以来首个中央情报机构
- 韩国公司向特朗普付款200万美元，曾接受贸易调查
- Spain begins Gibraltar airport checks as Brexit reaches the Rock
- UK seeks extradition of Andrew and Tristan Tate after arrest in Miami
- 最新财新周刊｜热浪侵袭下的动物
- 7月8日，中国科协第十一次全国代表大会，习近平发表讲话，提出严肃惩处学术不端行为
- After 3,000 Years, People Are Finally Reading ‘The Odyssey’—at Least on Wikipedia
- 澳洲象海豹「尼爾」引發社媒熱潮，野生動物爆紅可能有何代價？｜Whatsnew
- 曼谷酒吧大火至少32死：三場火災中「名不符實」的法規缺陷｜Whatsnew
- 從風靡到抵制，「虐待娜塔莎」背後被否認的種族歧視
- 熱血！對戰！香港街頭陀螺熱，「高壓生活的排毒模式」
- 走進天鵝絨監獄：中國普通藝術從業者經歷的審查
- Easting the West: A Conversation with Chenchen Zhang
写于 2026年7月20日