World News
Economy
U.S. inflation surged to its highest level in nearly three years as the Federal Reserve's preferred gauge — the personal consumption expenditures (PCE) price index — hit 3.5 percent year-on-year in March, driven by a sharp rise in gasoline prices since the Iran conflict erupted in late February. The dollar held near a one-week high on May 13 as the hot inflation data dampened expectations for rate cuts and even revived talk of potential hikes, while oil prices slipped as a teetering Iran ceasefire and Trump's departure for China added uncertainty to the energy outlook. Chip stocks led a broader Wall Street selloff, with Qualcomm plunging more than 11 percent in a single session as profit-taking set in after a five-day rally, dragging down the Nasdaq.
美国通胀飙升至近三年来最高水平，美联储首选的核心通胀指标——个人消费支出（PCE）价格指数3月同比涨幅达3.5%，主要受2月底伊朗冲突爆发以来汽油价格大幅上涨推动。5月13日美元指数维持在一周高位附近，炙热的通胀数据浇灭了市场对降息的预期，甚至重新引发了加息讨论；与此同时，国际油价小幅回落，因伊朗停火前景不明朗以及特朗普启程访华给能源市场增添了不确定性。芯片股领跌美股，高通单日暴跌逾11%，五连涨后遭遇获利了结，拖累纳斯达克指数下行。
Politics
U.S. President Donald Trump arrived in Beijing on the evening of May 13 for a three-day state visit to China at the invitation of President Xi Jinping — the first visit by a sitting American president in almost nine years and Trump's second since November 2017. Vice President Han Zheng greeted Trump at the airport. Accompanying the president aboard Air Force One were Tesla CEO Elon Musk, Nvidia CEO Jensen Huang, Secretary of State Marco Rubio, and Defense Secretary Pete Hegseth. The two leaders are expected to hold in-depth discussions on bilateral relations, trade, the Iran conflict, and global economic stability. Musk posted on social media that only he and Huang were the CEOs aboard the presidential aircraft, while shares of both Tesla and Nvidia rose more than 3 percent on the news.
美国总统特朗普5月13日晚乘专机抵达北京，应国家主席习近平邀请对中国进行为期三天的国事访问——这是近九年来美国总统首次访华，也是特朗普自2017年11月以来的第二次。国家副主席韩正前往机场迎接。随行搭乘空军一号的有特斯拉CEO埃隆·马斯克、英伟达CEO黄仁勋、国务卿鲁比奥和国防部长赫格塞思。两国元首预计将就中美关系、经贸合作、伊朗冲突及全球经济稳定等重大问题深入交换意见。马斯克在社交媒体发文称，空军一号上只有他和黄仁勋两位CEO，消息传出后特斯拉和英伟达股价均上涨逾3%。
Geopolitics
British Prime Minister Keir Starmer is fighting for his political survival after his Labour Party suffered significant losses in local elections, weakening his grip on power just over a year into office. The results have emboldened internal critics and opposition figures who are now openly questioning his leadership. Meanwhile, across the Atlantic, NATO's eastern flank has erupted into a competition among Poland, Estonia, Lithuania, Latvia, and Romania to attract U.S. troops being withdrawn from Germany, as Trump's decision to pull forces out of Berlin reshapes the alliance's military posture in Europe.
英国首相基尔·斯塔默正为政治存亡而战，其领导的工党在地方选举中遭遇重大失利，执政仅一年多便已动摇权力根基。选举结果助长了党内批评者和反对派的气焰，他们公开质疑斯塔默的领导能力。与此同时，在大西洋彼岸，波兰、爱沙尼亚、立陶宛、拉脱维亚和罗马尼亚正争相吸引从德国撤出的美军部队，特朗普从德国撤军的决定正在重塑北约在欧洲的军事部署格局。
Science & Technology
A team of Chinese physicists from Shandong University, working within the ATLAS experiment at CERN's Large Hadron Collider, announced the discovery of the top quark–antiquark bound state, known as "toponium." Confirmed with a statistical significance of eight standard deviations, toponium is the smallest bound state ever observed, measuring roughly 0.01 femtometers across. The findings were published in Reports on Progress in Physics. Separately, Google announced it is embedding its Gemini AI model directly into the Android operating system, creating a cross-device "intelligent system" that will give the platform deep native AI capabilities — a move that puts pressure on Apple ahead of its WWDC conference.
山东大学李海峰教授团队参与欧洲核子研究中心（CERN）大型强子对撞机上的ATLAS实验，宣布发现了顶夸克—反顶夸克束缚态，即"顶夸克偶素"。该发现以8倍标准偏差的显著性确认其存在，顶夸克偶素尺寸仅约0.01飞米，是目前发现的最小束缚态。相关成果发表于《物理学进展报告》。此外，谷歌宣布将Gemini AI模型直接嵌入安卓操作系统底层，打造跨设备"智能系统"，赋予平台深度原生AI能力——这一举措给即将举办WWDC的苹果带来了压力。
Healthcare
The hantavirus outbreak aboard the cruise ship Hondius continues to generate fallout as passengers who disembarked in Spain on May 10 disperse to their home countries under quarantine watch. As of the latest reports, the outbreak has killed 3 people and infected at least 8, with the WHO assessing the risk of spread to the general population as "absolutely low." The ship — carrying mostly birdwatching enthusiasts on a polar birding expedition — is now sailing back to the Netherlands with a skeleton crew of 30, accompanied by a Dutch nurse. The index patient is believed to have contracted the virus at a garbage dump in Argentina while birding. Health authorities in multiple countries, including Australia and the UK, are monitoring returning passengers.
"洪迪厄斯"号邮轮汉坦病毒疫情持续发酵，5月10日在西班牙下船的旅客已分散返回各自国家并接受隔离检疫。截至目前，疫情已造成3人死亡、至少8人确诊，世卫组织评估病毒扩散至普通人群的风险"极低"。该邮轮载有多为观鸟爱好者的旅客，原本前往极地进行观鸟之旅，目前正以30名船员和一名荷兰护士的最低配置驶回荷兰。据信"零号病人"是在阿根廷一处垃圾场观鸟时感染病毒。澳大利亚、英国等多国卫生部门正在监测返国旅客的健康状况。
Other
Anthropic is in advanced talks for a massive new fundraising round that could value the AI company at close to $1 trillion, the Wall Street Journal reported on May 13. The Claude-maker's revenue run-rate is nearing $50 billion, driven by surging demand for its AI models and major cloud partnership deals. The round, expected to be finalized this summer, could raise up to $50 billion and would vault Anthropic past rival OpenAI in valuation — just three months after it closed a $30 billion round at a $380 billion valuation. In domestic Chinese news, Alibaba CEO Wu Yongming told analysts that the company's AI infrastructure investment over the next five years will "far exceed" 380 billion yuan, with more than 100,000 of its proprietary Zhunwu PPU chips already deployed on Alibaba Cloud.
据《华尔街日报》5月13日报道，人工智能公司Anthropic正在进行一轮大规模融资谈判，估值可能接近1万亿美元。该公司Claude模型需求激增，加上主要云合作伙伴的大额订单，年化收入已逼近500亿美元。该轮融资预计今年夏天完成，规模最高可达500亿美元，将使Anthropic在估值上超越竞争对手OpenAI——距其以3800亿美元估值完成300亿美元融资仅过去三个月。国内方面，阿里巴巴CEO吴泳铭在财报分析师电话会上表示，未来五年AI基础设施投入将"远远超过"3800亿元，已有超过10万片自研真武PPU芯片部署在阿里云公共云平台上。
Policy Signals
- 习近平强调"十五五"时期是夯实基础、全面发力的关键时期，要求广泛凝聚人心、共识、智慧、力量推进中国式现代化；强调团结一切可以团结的力量，最大限度凝聚共同奋斗力量
- 全党开展树立和践行正确政绩观学习教育，一体推进整治形式主义为基层减负，深化"六个纠治"；严禁铺张浪费、"形象工程"，推动党员干部踏踏实实干事创业
- "十五五"规划纲要多次提及"数智化"，推动"数字化"与"智能化"深度融合；2025年AI核心产业规模超1.2万亿元，算力总规模居全球第二；全面实施"人工智能+"行动
- 4月前沿领域投资强劲：人工智能、人形机器人等资本投资金额同比增长175.2%；数字基础设施投资活跃度快速增长
- 前4月货物贸易进出口总值16.23万亿元，同比增长14.9%；对共建"一带一路"国家进出口增长13.5%，加工贸易增长21.3%，保税物流增长38.7%
- 4月CPI同比上涨1.2%，保持温和回升；PPI同比上涨2.8%，涨幅扩大，深入整治"内卷式"竞争成效继续显现
- 一季度新设经营主体509.8万户，高技术制造业加快增长，集成电路制造新设主体同比增长31%，智能无人飞行器制造增长15.7%
- 全国人大常委会启动粮食安全保障法执法检查，推动完善农业法修订草案、耕地保护和质量提升法草案
- 中美经贸磋商在韩国举行，双方就解决彼此关注的经贸问题和拓展务实合作进行坦诚、深入、建设性交流；习近平即将同特朗普举行元首会晤
- 皮尤民调显示美国民众对中国好感度自2023年以来明显提升，53%美国人支持对华合作与接触；中美民间交往持续走深走实
- 云南"十五五"发展聚焦资源经济、园区经济、口岸经济，绿电装机占比91.2%，推动铝硅磷等资源型产业向价值链高端跃升
- 求是第9期发表习近平重要讲话：建设现代化产业体系是"十五五"首要战略任务，坚持智能化、绿色化、融合化方向；把发展经济着力点放在实体经济上，保持制造业合理比重
- 习近平强调以加快构建新发展格局赢得战略主动，坚持以国内大循环为主体，让内需成为经济发展主动力；坚持惠民生和促消费、投资于物和投资于人紧密结合
- 习近平指出推动经济和社会协调发展，不能一条腿长一条腿短；统筹发展和安全，健全国家安全体系，增强经济和社会韧性
- 郑栅洁阐释"十五五"规划纲要：设置20项主要指标，109项重大工程项目；GDP增长保持合理区间，碳排放强度下降目标设定为17%
- 全国政协研究室指出产业体系整体跃升方向：高端化、智能化、绿色化、融合化、集群化；产业基础存在短板，部分产业仍处于全球价值链中低端
- 深度调研报告指出我国人工智能专利约占全球60%，国产大模型迅速崛起；需加快突破"卡脖子"技术，推进算力资源规模化、普惠化发展
Source: 人民日报 2026-05-14, 求是 2026年第9期
Finance Market
| Index | Date | Close | Change | % |
|---|---|---|---|---|
| CSI A500 | 2026-05-13 | 6,318.04 | +68.81 | +1.10% |
| S&P 500 | 2026-05-13 | 7,444.25 | +43.29 | +0.58% |
| HSI | 2026-05-12 | 26,347.91 | -58.93 | -0.22% |
| Nikkei | 2026-05-12 | 62,742.57 | +324.69 | +0.52% |
| KOSPI | 2026-05-12 | 7,643.15 | -179.09 | -2.29% |
| Gold | 2026-05-13 | 4,706.40 | +28.80 | +0.62% |
| DXY | 2026-05-13 | 98.45 | +0.16 | +0.17% |
| USD/CNY | 2026-05-13 | 6.79 | -0.00 | -0.04% |
Generated: 2026-05-14 07:13 UTC+8