World News
Economy
Apple reported fiscal Q2 2026 results on May 1 that shattered March-quarter records: revenue of $111.2 billion, up 17 percent year-on-year, and net profit of $29.6 billion, up 22 percent, with earnings per share of $2.01 — all above analyst expectations. Services revenue hit $30.98 billion and Greater China surged 28 percent to $20.5 billion. The board approved an additional $100 billion share buyback, while R&D spending reached a record $11.4 billion, reflecting Apple's aggressive push into on-device AI. Shares rose roughly 1 percent in after-hours trading.
苹果公司于5月1日发布2026财年第二季度财报，营收达1112亿美元，同比增长17%，创三月季度历史新高；净利润296亿美元，同比增长22%，每股收益2.01美元，均超分析师预期。服务业务收入309.8亿美元，大中华区营收204.97亿美元，同比大涨28%。董事会批准新增1000亿美元股票回购计划，研发支出达114亿美元创单季新高，凸显苹果在端侧AI领域的激进投入。消息传出后，苹果股价盘后上涨约1%。
The United Arab Emirates is preparing to exit OPEC, according to multiple financial outlets, as the ongoing Iran war and the Strait of Hormuz blockade have driven Brent crude above $111 per barrel. The departure would mark the most significant fracture in the oil cartel since Qatar's exit in 2019, reflecting the UAE's frustration with OPEC's inability to stabilize markets amid the worst Middle East energy crisis in decades. Analysts say the move could reshape global oil pricing dynamics and accelerate the UAE's pivot toward bilateral energy deals.
据多家财经媒体报道，阿联酋正准备退出石油输出国组织（OPEC），原因是在持续的伊朗战争和霍尔木兹海峡封锁背景下，布伦特原油价格已突破每桶111美元。这将是继2019年卡塔尔退出以来OPEC内部最重大的裂痕，反映出阿联酋对该组织在数十年来最严重的中东能源危机中无力稳定市场的不满。分析人士认为，此举可能重塑全球石油定价格局，并加速阿联酋向双边能源交易转型。
Politics
President Trump signed the Department of Homeland Security funding bill on April 30, ending a record-breaking shutdown that had crippled the agency for more than two months. The House passed the measure by voice vote earlier that day after Senate approval. The shutdown had left TSA screeners, Border Patrol agents, and FEMA workers either furloughed or working without pay, causing chaos at airports and raising national security concerns. Trump blamed Democrats for the prolonged impasse, while the opposition party accused the administration of using DHS employees as bargaining chips in immigration policy disputes.
4月30日，美国总统特朗普签署国土安全部拨款法案，结束了持续两个多月的创纪录政府"停摆"。当日早些时候，众议院以口头表决方式通过了参议院已批准的该法案。此次"停摆"导致运输安全管理局安检人员、边境巡逻队员和联邦应急管理局工作人员被停职或无薪工作，引发机场混乱并加剧国家安全担忧。特朗普指责民主党人造成僵局，而民主党则指控行政部门将国土安全部雇员作为移民政策谈判的筹码。
The U.S. Supreme Court signaled on April 29 that it is leaning in favor of the Trump administration's bid to terminate Temporary Protected Status (TPS) for Syrian and Haitian migrants, a move that could affect hundreds of thousands of people currently living and working legally in the United States. During oral arguments, the conservative majority appeared sympathetic to the government's position that the executive branch has broad discretion to end TPS designations. A ruling is expected by late June.
4月29日，美国最高法院在口头辩论中释放信号，倾向于支持特朗普政府终止对叙利亚和海地移民的"临时保护身份"（TPS），此举可能影响目前在美国合法生活和工作的数十万人。保守派多数大法官似乎认同行政部门在终止TPS指定方面拥有广泛裁量权的立场。预计裁决将于6月底前作出。
Geopolitics
Iran's Supreme Leader Mojtaba Khamenei defied U.S. pressure on May 1, declaring in a written statement read on state television that the "bright future" of the Gulf will be one without American presence. Khamenei vowed to protect Iran's "nuclear and missile capabilities" as a national asset, rejecting Washington's demands for denuclearization as a precondition for peace. The statement came hours after Trump told Axios he would maintain the naval blockade of Iran's ports until Tehran agrees to a deal on U.S. terms. Ceasefire negotiations, mediated by Pakistan, remain stalled despite a fragile truce reached earlier in April, and the Strait of Hormuz stays effectively closed to commercial shipping.
5月1日，伊朗最高领袖穆杰塔巴·哈梅内伊通过国家电视台宣读书面声明，对美国压力予以强硬回击，宣称海湾地区的"光明未来"将是没有美国存在的未来。哈梅内伊誓言将保护伊朗的"核能力和导弹能力"作为国家资产，拒绝以无核化作为和平前提。此声明发表数小时前，特朗普向Axios表示将维持对伊朗港口的海上封锁，直至德黑兰按美方条件达成协议。尽管4月初曾达成脆弱停火，但由巴基斯坦斡旋的和谈仍陷僵局，霍尔木兹海峡对商业航运实际上继续关闭。
Defense Secretary Pete Hegseth clashed with Democratic lawmakers for a second consecutive day on April 30 during congressional testimony on the Iran war. Democrats pressed Hegseth on the administration's war strategy, civilian casualties, and the lack of a clear exit plan, while Republicans defended the military campaign as necessary to neutralize Iran's nuclear threat. The hearings reflected deep partisan divisions over the conflict, which has killed thousands, displaced millions, and sent oil prices to their highest levels in years.
4月30日，美国国防部长皮特·赫格塞斯就伊朗战争在国会作证时，与民主党议员连续第二天爆发激烈交锋。民主党人就政府的战争策略、平民伤亡及缺乏明确退出计划等问题施压，共和党人则辩称军事行动对消除伊朗核威胁至关重要。听证会反映出两党在这场已造成数千人死亡、数百万人流离失所、油价飙升至多年高位的冲突上的深刻分歧。
Science & Technology
Elon Musk took the witness stand on April 28-29 in a federal courtroom in California, testifying in his lawsuit against OpenAI and its CEO Sam Altman. Musk described the case as a defense of charitable donations, accusing Altman and co-founder Greg Brockman of betraying OpenAI's original nonprofit mission to benefit humanity and transforming it into a profit-driven giant. "You can't steal a charity," Musk told the court. Altman countered with his own narrative, and both sides accused the other of greed. The trial, dubbed "Silicon Valley's most expensive divorce," centers on whether OpenAI's conversion to a for-profit entity was legally valid.
4月28日至29日，埃隆·马斯克在加州联邦法院出庭作证，就其起诉OpenAI及其CEO萨姆·奥尔特曼一案接受质询。马斯克将此案描述为对慈善捐赠的捍卫，指控奥尔特曼和联合创始人格雷格·布罗克曼背叛了OpenAI造福人类的非营利初衷，将其转变为逐利巨头。"你不能偷走一个慈善机构，"马斯克在法庭上说。奥尔特曼则给出了截然不同的叙述，双方互指对方贪婪。这场被称为"硅谷最昂贵离婚案"的审判，核心争议在于OpenAI转为营利性实体是否合法。
Apple's Mac Mini has entered a severe supply constraint, with the company warning that the desktop computer will be unavailable for "several months." The shortage comes amid Apple's record R&D spending on AI infrastructure and chip development, which has strained its manufacturing pipeline. The Mac Mini, popular among developers and AI researchers for its compact form factor and Apple Silicon performance, has seen surging demand as businesses increasingly deploy local AI workloads.
苹果Mac Mini陷入严重供应紧张，公司警告该台式电脑将在"数月内"缺货。在苹果AI基础设施和芯片研发创纪录支出的背景下，其制造供应链承受巨大压力。Mac Mini凭借紧凑设计和Apple Silicon性能深受开发者和AI研究人员青睐，随着企业日益部署本地AI工作负载，需求激增。
Healthcare
A new study published on May 1 suggests that a stroke victim's sensory perception may matter as much as their motor function during rehabilitation. Researchers found that patients with better preserved sensory pathways showed significantly faster recovery of motor skills, challenging the traditional rehabilitation approach that focuses almost exclusively on motor retraining. The findings could reshape post-stroke therapy protocols, with clinicians urged to incorporate sensory assessments and stimulation into standard recovery programs.
5月1日发表的一项新研究表明，中风患者的感知觉恢复可能与运动功能同等重要。研究发现，感觉通路保存较好的患者运动功能恢复速度明显更快，挑战了几乎完全专注于运动再训练的传统康复理念。这一发现可能重塑中风后康复方案，研究人员呼吁临床医生将感觉评估和刺激纳入标准康复计划。
Axsome Therapeutics announced on April 30 that the FDA has accepted its supplemental New Drug Application for AXS-05, a novel oral treatment for agitation associated with dementia due to Alzheimer's disease. If approved, AXS-05 would be among the first therapies specifically indicated for this debilitating symptom that affects millions of Alzheimer's patients and their caregivers. Current treatment options are limited and often carry significant side effects, making the unmet medical need substantial.
生物制药公司Axsome Therapeutics于4月30日宣布，FDA已受理其AXS-05的补充新药申请，这是一种用于治疗阿尔茨海默病相关痴呆激越症状的新型口服药物。如获批准，AXS-05将成为首批专门针对这一影响数百万阿尔茨海默病患者及照护者的致残性症状的疗法之一。目前可用的治疗手段有限且常伴有严重副作用，因此存在巨大的未满足医疗需求。
Policy Signals
- 习近平强调以更大力度、更实举措加强基础研究，提升原始创新能力，打牢科技强国建设根基；2025年基础研究经费达2778亿元，占全社会研发投入比重首次突破7%
- "十五五"规划纲要对全面提升基础研究水平作出系统部署，强调"四个面向"战略导向，推动量子科技、人工智能、深空探测等前沿领域突破
- 现代化产业体系被列为"十五五"战略任务之首，坚持智能化、绿色化、融合化方向，保持制造业合理比重，发展先进制造业
- 加快构建新发展格局，坚持以国内大循环为主体，正确处理消费和投资关系，坚持惠民生和促消费紧密结合，提高国民经济循环质量和效率
- 李强在广西调研强调加快国家水网主骨架建设，推进平陆运河等重大水利基础设施，强化水资源综合利用和防汛备汛
- 弘扬劳模精神、劳动精神、工匠精神，推动传统产业转型升级和新兴产业、未来产业劳动者培养；"十五五"规划专章部署加强就业服务和劳动者权益保障
- 全党开展树立和践行正确政绩观学习教育，强调从实际出发、按规律办事，杜绝"形象工程""数字出官"
- 保持反腐败高压态势，一体推进不敢腐、不能腐、不想腐；大力弘扬斗争精神，敢于应对外部打压遏制和深层次矛盾
Source: 人民日报 2026-05-02, 求是 2026年第9期
Finance Market
| Index | Date | Close | Change | % |
|---|---|---|---|---|
| CSI A500 | 2026-04-30 | 6,020.44 | +7.03 | +0.12% |
| S&P 500 | 2026-05-01 | 7,230.12 | +21.11 | +0.29% |
| HSI | 2026-04-30 | 25,776.53 | -335.31 | -1.28% |
| Nikkei | 2026-04-30 | 59,284.92 | -632.54 | -1.06% |
| KOSPI | 2026-04-30 | 6,598.87 | -92.03 | -1.38% |
| Gold | 2026-05-01 | 4,625.60 | +10.90 | +0.24% |
| DXY | 2026-05-01 | 98.21 | +0.13 | +0.13% |
| USD/CNY | 2026-05-01 | 6.83 | -0.01 | -0.16% |
Generated: 2026-05-02 07:12 UTC+8