World News
Economy
US and Iranian negotiators are moving toward agreement on extending a 60-day ceasefire, with the Strait of Hormuz seeing improved shipping efficiency and fewer vessels stranded, according to a Saturday financial summary. Both sides have essentially agreed to pause hostilities and restart nuclear negotiations, though significant gaps remain on sanctions relief timing and Iran's uranium enrichment limits. Israel continues air strikes against Hezbollah targets in southern Lebanon, and the US-Israel-Iran triangle is still preparing for both military and diplomatic scenarios — regional conflict spillover risks have not been fully eliminated. International oil prices have loosened again, with WTI crude falling more than 1%.
中美两国经贸团队已就关税问题继续保持密切沟通，将就具体安排开展工作并推进尽快落实。这是5月28日中国商务部就此轮中美经贸摩擦所作的最新表态。目前双方在核心议题上仍存分歧，但沟通渠道畅通，市场对两国达成阶段性协议的预期有所升温。
Politics
Labour has reported to police that Reform UK leader Nigel Farage's phone may have been hacked, according to BBC News reporting from May 29. Reform sources claimed to a newspaper that their leader's phone may have been compromised. Meanwhile, Conservative leader Kemi Badenoch has sent an open letter to former Labour prime minister Sir Tony Blair, telling him not to waste his time calling for the party to change. The Champions League final between Arsenal and PSG will require a subscription to watch, after TNT Sports decided against making the match free to air despite pressure.
英国主要反对党工党已就其领导人奈杰尔·法拉奇的电话可能遭到黑客攻击一事向警方报案。同日，保守党领袖卡米·巴德诺赫致信前工党首相托尼·布莱尔，称不应浪费时间呼吁该党做出改变。欧冠决赛阿森纳对巴黎圣日耳曼一役，TNT体育决定不开放免费转播，观众需订阅方可观赛。
Geopolitics
Negotiations to extend the US-Iran ceasefire by another 60 days are nearing consensus, with the Strait of Hormuz regaining transit efficiency and fewer ships waiting, sources close to the matter said. The two sides have broadly agreed to halt hostile actions and resume nuclear talks, but major discrepancies persist on the pace of sanctions removal and Iran's enrichment ceiling. Israel has continued air raids on Hezbollah positions in southern Lebanon, and the trilateral US-Israel-Iran dynamic remains in multi-preparation mode — both military and diplomatic — with regional contagion risks not yet fully cleared.
英美与伊朗就延长60天停火协议的谈判正接近共识，霍尔木兹海峡通航效率边际改善，滞留船只数量下降。双方基本同意暂停敌对行动并重启核谈判，但在制裁解除节奏、伊朗铀浓缩上限等核心议题上仍存较大分歧。以色列持续对黎巴嫩南部真主党目标实施空袭，美伊以三方仍在做军事及和谈双向准备，地区冲突外溢风险尚未完全消除。
Science & Technology
Google at its I/O 2026 conference announced a major overhaul of the Gemini app, repositioning it as an "all-in-one AI center" rather than a single chatbot — introducing a new design language and more capable AI agent functions, marking a significant strategic shift in the AI assistant market, multiple outlets reported. Separately, NVIDIA CEO Jensen Huang told CNBC in an interview that NVIDIA has effectively ceded China's AI chip market to Huawei — a historic shift signaling China's accelerating self-sufficiency in AI compute infrastructure and the rise of domestic chip alternatives, TechCrunch and Android Authority reported on May 23. A new 3D silicon chip breakthrough announced May 30 could extend Moore's Law for years, as researchers found a way to pack more computing power onto a single chip as traditional miniaturization slows.
谷歌在I/O 2026大会上宣布对Gemini应用进行全面升级，将其定位为"全能AI中心"而非单一聊天机器人，并引入全新设计语言和更强大的AI代理功能，标志着谷歌在AI助手市场的竞争策略发生重大转变。英伟达CEO黄仁勋近期在CNBC专访中首次明确表示，英伟达已大致上将中国AI芯片市场拱手让给华为——这一历史性转变意味着中国AI算力基础设施正在加速自主化，国产AI芯片产业迎来重大发展机遇。与此同时，5月30日公布的最新3D硅芯片突破有望在传统芯片微型化放缓的情况下延续摩尔定律。
Other
China's Ministry of Commerce issued a blocking order on May 2 targeting US sanctions on five Chinese companies — including Hengli Petrochemical (Dalian) and Shandong Shouguang Lucheng — for their alleged involvement in Iranian oil transactions. The order prohibits Chinese entities from recognizing, executing, or complying with US sanctions imposed under Executive Orders 13902 and 13846, citing unauthorized extraterritorial application of US law. It is the latest in a series of Chinese countermeasures as the US-China legal and regulatory confrontation deepens.
中国商务部于5月2日发布阻断禁令，针对美国以参与伊朗石油交易为由对恒力石化（大连）、山东寿光鲁清石化等五家中国企业实施的制裁措施。禁令明确禁止中国实体承认、执行或遵守美方依据相关行政令对此类企业采取的列入SDN清单、冻结资产、禁止交易等制裁措施。中美在法律工具化与域外管辖权上的对抗持续升温，该禁令是中方系列反制措施中的最新一步。
Policy Signals
- 习近平强调"坚持健康第一的教育理念"，关注青少年视力、肥胖、脊柱问题，推动学生体质强健计划
- 中埃建交70周年，习近平与埃及总统塞西互致贺电，中埃关系正朝构建面向新时代命运共同体目标阔步前行
- 全国安全生产会议召开，要求压实责任、遏制重特大事故，当前正值汛期，防汛救灾形势严峻
- 赵乐际访俄，出席中俄议会合作委员会第十一次会议，落实普京总统访华成果
- 陕西推动县域经济高质量发展，因地制宜培育特色县，"十五五"目标县域经济体量达2.4万亿元
- 前4月全国电力市场交易电量同比增长25.6%，绿电交易同比增长3.6%
- 中央企业科技成果产业化联合体成立，贯通基础研究到成果转化，目标2030年建成世界一流创新联合体
- 神舟二十二号顺利返回，带回23项空间科学实验样品，包括人工胚胎等生命科学项目
- 金砖国家新工业革命伙伴关系论坛在厦门举行，启动新工业革命伙伴城市网络
- 求是发表习近平总书记重要文章《做强做优做大实体经济》，强调实体经济是我国发展的本钱，绝不能脱实向虚
- 巩固壮大实体经济根基：保持制造业合理比重，大力发展中先进制造业，防止过快下降
- 以先进制造业为骨干建设现代化产业体系，主攻高端化、智能化、绿色化融合
- 深入整治制造业"内卷式"竞争，推动全国统一大市场建设，清理地方保护和市场分割
- 提升产业链供应链韧性安全，重点补链"卡脖子"领域（集成电路、工业母机、高端仪器等）
- 政府工作报告首次提出"打造智能经济新形态"，智能算力规模已达全球前列
- 把青年就业摆在更加突出位置，整治"唯分数论"，树立正确就业观，破解供需错配
Source: 人民日报 2026-05-31, 求是 2026年第10期
Finance Market
| Index | Date | Close | Change | % |
|---|---|---|---|---|
| CSI A500 | 2026-05-29 | 6,100.15 | -69.69 | -1.13% |
| S&P 500 | 2026-05-29 | 7,580.06 | +16.43 | +0.22% |
| HSI | 2026-05-29 | 25,182.39 | +176.23 | +0.70% |
| Nikkei | 2026-05-29 | 66,329.50 | +1,636.38 | +2.53% |
| KOSPI | 2026-05-29 | 8,476.15 | +290.86 | +3.55% |
| Gold | 2026-05-29 | 4,560.50 | +61.20 | +1.36% |
| DXY | 2026-05-29 | 98.91 | -0.11 | -0.11% |
| USD/CNY | 2026-05-29 | 6.77 | -0.01 | -0.19% |
Generated: 2026-05-31 07:13 UTC+8