World News
Economy
Wall Street extended its rally into a sixth straight week as a blockbuster U.S. jobs report and surging semiconductor stocks propelled the S&P 500 and Nasdaq to fresh all-time highs on Friday. Non-farm payrolls easily beat forecasts, and chipmakers led the charge: Intel jumped 14% on reports of a preliminary deal to fabricate Apple device chips, Micron surged more than 15%, and AMD climbed 11%, lifting the Philadelphia Semiconductor Index 5.5% to its own record. The six-week winning streak for both the S&P 500 and Nasdaq is the longest in a year and a half. In corporate news, Rocket Lab soared 34% after securing a "Golden Dome" contract, while CoreWeave fell over 10% on disappointing guidance.
华尔街延续涨势至第六周，受美国非农就业数据远超预期和半导体股暴涨推动，标普500和纳斯达克指数上周五再创历史新高。芯片板块领涨：英特尔因与苹果达成代工初步协议的消息大涨14%，美光飙升逾15%，AMD上涨11%，费城半导体指数收涨5.5%同样创纪录。标普500和纳指连涨六周，为一年半以来最长连涨纪录。个股方面，Rocket Lab因拿下"黄金穹顶"合同飙涨34%，CoreWeave因指引逊色跌超10%。
Chinese AI startup DeepSeek is seeking to raise up to 50 billion yuan (roughly $7.35 billion) in its first-ever external funding round — what would be the largest single fundraising by any Chinese AI company in history. According to The Information and confirmed by multiple Chinese outlets including Cailian Press, founder and CEO Liang Wenfeng plans to personally contribute 20 billion yuan, accounting for 40% of the total. Tencent has confirmed a 6 billion yuan investment for approximately a 2% stake. The post-money valuation would exceed 350 billion yuan ($51.5 billion). The Financial Times reported that the primary purpose is not cash needs but establishing stock-option pricing for employees to stem talent outflow. DeepSeek plans to release model V4.1 in June, signaling a shift from pure research to commercialization.
中国人工智能公司深度求索（DeepSeek）正推进其成立以来的首次外部融资，目标金额高达500亿元人民币（约73.5亿美元），将创下中国AI公司单轮融资最高纪录。据The Information及财联社等多家媒体报道，创始人兼CEO梁文锋计划个人出资200亿元，占融资总额的40%。腾讯已确认出资60亿元获约2%股权，投后估值将突破3500亿元（约515亿美元）。英国《金融时报》报道称，融资核心目的并非资金需求，而是为员工期权定价以稳定团队。DeepSeek计划于6月推出V4.1版本，标志其从纯研究转向商业化阶段。
Politics
China's Ministry of Commerce announced on Saturday that Vice Premier He Lifeng, a member of the Politburo, will lead a delegation to South Korea on May 12–13 for a new round of trade consultations with the United States. The two sides will be guided by the important consensus reached during the Busan summit between the two heads of state and their subsequent phone calls, and will discuss trade issues of mutual concern. The announcement came from a spokesperson responding to reporters' questions, and was carried by both Xinhua and People's Daily. The talks follow months of tariff escalation and come amid broader geopolitical tensions, making the resumption of face-to-face negotiations a closely watched signal for global markets.
中国商务部10日宣布，经中美双方商定，中共中央政治局委员、国务院副总理何立峰将于5月12日至13日率团赴韩国与美方举行经贸磋商。双方将以两国元首釜山会晤及历次通话重要共识为引领，就彼此关心的经贸问题开展磋商。该消息由商务部新闻发言人答记者问时宣布，新华社和《人民日报》均予以报道。此次磋商发生在关税升级持续数月、地缘政治紧张加剧的背景下，面对面谈判的恢复被全球市场密切关注。
Geopolitics
The month-old ceasefire in the Iran war faced fresh strain on Sunday as a cargo ship caught fire after being struck by an unknown projectile off the coast of Qatar, and Kuwait's military reported a drone attack without specifying the source. The incidents, reported by CGTN and AP, are the latest threats to the truce brokered in early April following weeks of U.S.-Israeli strikes on Iran and Iranian retaliatory missile and drone barrages across the Gulf. Iran continues to restrict traffic through the Strait of Hormuz, and roughly 20,000 seafarers remain stranded in the region. The Trump administration maintains the ceasefire remains in effect, but Hezbollah and Israel are still trading fire in Lebanon, and U.S. strikes on Iranian oil tankers have continued, raising doubts about the durability of the truce.
伊朗战争停火协议在周日再次受到考验：一艘货船在卡塔尔沿海被不明弹体击中后起火，科威特军方报告遭到无人机袭击但未指明来源。据CGTN和美联社报道，这些事件是4月初停火以来的最新威胁。此前经历了数周美以联合打击伊朗及伊朗向海湾地区发射导弹和无人机的大规模报复后双方达成停火。伊朗继续限制霍尔木兹海峡通行，约2万名海员仍滞留该地区。特朗普政府称停火仍然有效，但真主党与以色列在黎巴嫩仍在交火，美军对伊朗油轮的打击也在持续，令停火的持久性受到质疑。
Russia on Sunday accused Ukraine of violating their ceasefire by launching drone and artillery attacks, according to Interfax. The accusation came as both sides have been observing a fragile truce, and followed reports of continued military activity along the front lines. Separately, settlers in the occupied West Bank forced the exhumation of a Palestinian man's body, adding to tensions in the region.
据国际文传电讯社报道，俄罗斯周日指责乌克兰发动无人机和炮击袭击违反停火协议。双方此前一直在遵守脆弱的停火，但前线仍有持续军事活动的报告。与此同时，约旦河西岸被占领区的定居者强行将一名巴勒斯坦男子的遗体挖出，加剧了该地区的紧张局势。
Science & Technology
China launched the Tianzhou-10 cargo spacecraft on Sunday at 08:13 Beijing time from the Wenchang Spacecraft Launch Site in Hainan, using a Long March 7 Y11 carrier rocket that had completed propellant filling the day before. The mission is part of China's routine resupply operations for its Tiangong space station, supporting ongoing scientific experiments and crew logistics. The successful launch reinforces China's steady cadence of space station operations as it continues to host rotating astronaut crews and conduct microgravity research.
北京时间5月11日8时13分，中国在海南文昌航天发射场使用长征七号遥十一运载火箭成功发射天舟十号货运飞船，火箭已于前一天完成推进剂加注。此次任务是中国空间站常态化补给运营的一部分，支持在轨科学实验和航天员后勤保障。发射成功巩固了中国空间站稳定运营的节奏，持续开展航天员轮换和微引力研究。
The first brain-computer interface clinical application and translational innovation center in Guangxi was inaugurated on Saturday at the First Affiliated Hospital of Guangxi Medical University. The center aims to become a China-ASEAN base for BCI clinical applications, cross-border medical services, technology transfer, and international multi-center research. It integrates nearly 20 departments and plans to build a comprehensive regional hub within three to five years. Meanwhile, BrainCo, a leading Chinese BCI company founded by a Harvard dropout, is reportedly preparing for a Hong Kong IPO. Its CEO Han Bicheng told Securities Times that China's edge in BCI lies not in basic science but in advanced manufacturing and real-world application scenarios, with thousands of amputees already using its smart prosthetics.
广西首个"脑机接口临床应用与转化创新中心"10日在广西医科大学第一附属医院揭牌成立，将建设成为中国—东盟脑机接口临床应用与转化合作基地，面向东盟国家开展跨境医疗服务、技术输出及国际多中心研究。中心整合近20个科室，计划3至5年建成区域性高水平脑机接口转化基地。与此同时，中国领先脑机接口企业强脑科技（BrainCo）据报正筹备港交所上市。其CEO韩璧丞接受《证券时报》采访时表示，中国脑机接口的核心优势不在基础科学，而在先进制造与真实应用场景，已有数千名截肢用户使用其智能假肢。
Healthcare
The WHO Director-General has traveled to Tenerife as the hantavirus-hit Dutch cruise ship MV Hondius approaches the Canary Islands, CGTN Europe reported on Saturday. The vessel, which departed Ushuaia, Argentina on April 1 on an Antarctic expedition voyage, has recorded at least three deaths from hantavirus — a rare rodent-borne disease with a fatality rate of 40–75%. The ship was previously anchored off Praia, Cape Verde, where Chinese diplomats confirmed no Chinese nationals were aboard. The WHO has assessed the global risk as "low" and recommended no travel restrictions, but the outbreak has sparked alarm among travelers who have booked future Antarctic cruises, with many seeking refunds on tickets costing 50,000 to 130,000 yuan.
CGTN欧洲频道周六报道，世界卫生组织总干事已前往加那利群岛特内里费，因汉坦病毒疫情暴发的荷兰邮轮"洪迪厄斯"号正驶向该岛。该船4月1日从阿根廷乌斯怀亚启航执行南极探险航线，已造成至少3人死亡——汉坦病毒是一种罕见的鼠传疾病，致死率40%至75%。此前该船停泊在佛得角普拉亚外海，中国驻佛得角大使馆确认船上无中国公民。世卫组织评估全球风险为"低"，未建议旅行限制，但疫情已引发已预订南极邮轮行程的游客恐慌，许多人寻求退票，船票价格在5万至13万元人民币之间。
Policy Signals
- 习近平总书记发表重要文章《让愿担当、敢担当、善担当蔚然成风》，强调领导干部要勇于担重担难，把干净和担当统一起来
- 党中央决定在全党开展树立和践行正确政绩观学习教育，以立党为公、为民造福、科学决策、真抓实干为总要求
- "十五五"时期着力破解经济发展面临的周期性、结构性和体制性问题，推动经济实现质的有效提升和量的合理增长
- 强调增强宏观政策取向一致性和有效性，将各类经济政策和非经济政策纳入宏观政策取向一致性评估
- 构建高水平社会主义市场经济体制，做到既"放得活"又"管得好"，统筹好有效市场和有为政府关系
- 福建出台《福建省民营经济促进条例》，部署6方面20项改革任务，推进民营经济高质量发展
- 国务院办公厅印发《关于加快建设分级诊疗体系的若干措施》，推动完善分级诊疗体系，全国基层诊疗人次占比达52.6%
- 西藏因地制宜发展高原特色优势产业，清洁能源发电量超99%，雅鲁藏布江下游水电工程、藏粤直流输电工程相继启动建设
- 国家数据基础设施建设加速推进，2027—2028年将实现全国大中型城市基本覆盖
- 中美经贸磋商将于5月12日至13日在韩国举行，双方就彼此关心的经贸问题开展磋商
- 闽宁协作"海鱼陆养"模式取得突破，大黄鱼在宁夏盐碱地实现规模化养殖，推动东西部协作由单向援助向双向互动转变
Source: 人民日报 2026-05-11, 求是 2026年第5期
Finance Market
| Index | Date | Close | Change | % |
|---|---|---|---|---|
| CSI A500 | 2026-05-08 | 6,154.27 | -28.74 | -0.46% |
| S&P 500 | 2026-05-08 | 7,398.93 | +61.82 | +0.84% |
| HSI | 2026-05-08 | 26,393.71 | -232.57 | -0.87% |
| Nikkei | 2026-05-08 | 62,713.65 | -120.19 | -0.19% |
| KOSPI | 2026-05-08 | 7,498.00 | +7.95 | +0.11% |
| Gold | 2026-05-10 | 4,699.50 | -20.90 | -0.44% |
| DXY | 2026-05-10 | 98.03 | +0.19 | +0.20% |
| USD/CNY | 2026-05-10 | 6.80 | -0.00 | -0.02% |
Generated: 2026-05-11 07:13 UTC+8