World News
Geopolitics
Iranian drones struck Kuwait International Airport's Terminal 1 early on June 3, causing significant structural damage, injuries, and the temporary closure of Kuwaiti airspace, according to the Kuwaiti Defense Ministry and the country's civil aviation authority. The strikes came amid a widening Iranian campaign targeting U.S. military installations in the Gulf, with missiles and drones also hitting U.S. bases in Kuwait and Bahrain overnight, triggering sustained air-raid sirens. The same day, Israel and Lebanon opened a fourth round of ambassador-level talks at the U.S. State Department in Washington led by Deputy National Security Adviser Mike Needham and State Department counselor Dan Holler, even as Israeli strikes killed two paramedics in south Lebanon and Secretary of State Marco Rubio told a Senate hearing the U.S. was trying to keep the Lebanon track separate from Iran.
伊朗无人机6月3日凌晨袭击科威特国际机场T1航站楼,造成建筑严重受损和人员受伤,科威特国防部和民航局证实了这一消息,科威特随即宣布暂时关闭领空、停飞所有商业航班。此次袭击是伊朗对海湾地区美军基地持续打击行动的一部分,科威特和巴林境内的美军基地同日凌晨也遭导弹和无人机持续袭击,防空警报不断响起。同日,以色列与黎巴嫩在华盛顿美国国务院开启第四轮大使级会谈,由美国副国家安全顾问尼德姆和国务院顾问霍勒主持,但黎巴嫩南部当日仍有以军空袭,造成两名医护人员死亡;美国国务卿鲁比奥在参议院听证会上表示,美方试图将黎以谈判与伊朗问题分开处理。
Politics
Secretary of State Marco Rubio defended the Trump administration's military campaign against Iran in Senate testimony on June 3, telling skeptical lawmakers that the operation's objectives had been achieved and a fragile ceasefire was holding, even as he warned that Tehran was attempting to "mix" the separate Lebanon, Gaza, and Iran tracks to undermine U.S. diplomacy. The same day, California held its June 2 primary, with results reshaping the governor's race following Rep. Eric Swalwell's sudden exit and a broader revolt against the Democratic establishment; meanwhile, the Trump administration scrapped a $1.8 billion "anti-weaponization" fund that had been intended to compensate the president's political allies, drawing sharp criticism from Democrats.
6月3日,美国国务卿鲁比奥在参议院听证会上为特朗普政府对伊朗的军事行动进行辩护,向持怀疑态度的国会议员表示行动目标已经实现,脆弱的停火协议正在维持,但他同时警告称德黑兰正试图将黎巴嫩、加沙和伊朗三条谈判轨道"混为一谈",以破坏美国的外交努力。同日,加州6月2日初选结果出炉,在民主党联邦众议员斯瓦尔韦尔突然退选后,州长选战格局被重塑,深蓝加州选民对民主党建制的不满情绪持续发酵;此外,特朗普政府宣布取消原定向其政治盟友补偿的18亿美元"反武器化"基金,引发民主党激烈批评。
Economy
Oil prices climbed further on June 3, with WTI crude stabilizing around $93 a barrel and Brent pushing back above $96, as Iran's drone and missile strikes on Gulf state infrastructure raised fears of supply disruptions through the Strait of Hormuz; the IEA warned that global energy supplies could fall to historic lows this summer, with several countries facing the risk of widespread fuel shortages and power outages. The EU's diplomatic service proposed a naval mission to take the "primary role" in clearing mines from the Strait of Hormuz, a document seen by reporters showed, signaling Western concern about Iranian retaliation against shipping.
受伊朗对海湾国家基础设施发动无人机和导弹袭击影响,6月3日国际油价继续攀升,WTI原油站稳每桶93美元区间,布伦特原油再次冲破96美元,市场担忧霍尔木兹海峡的原油运输可能中断;国际能源署警告称,今年夏季全球能源供应可能跌至历史低位,多国或将面临大范围断油断电的风险。欧盟外交部门一份被记者获取的文件显示,欧盟提议由其海军部队在清除霍尔木兹海峡水雷的行动中承担"主导角色",凸显西方对伊朗可能报复航运的担忧。
Science & Technology
President Trump signed an executive order on June 2 requiring AI companies to notify the federal government 30 days before publicly releasing powerful frontier models, and directing national security and cyber officials to work with agencies and leading tech firms to address software vulnerabilities identified by frontier systems such as Anthropic's "Mythos." The White House said the order is intended to strengthen federal oversight of AI and centralize rulemaking in Washington, preempting a patchwork of state regulations that the administration argues is undermining U.S. competitiveness against China.
特朗普总统6月2日签署一项行政命令,要求人工智能公司在公开发布强大的前沿模型前30天必须通知联邦政府,并指示国家安全与网络官员与各机构及顶尖科技公司合作,共同应对Anthropic"神话"等前沿模型所发现的软件漏洞。白宫表示,该命令旨在加强联邦政府对人工智能的监管,并将规则制定权集中到华盛顿,以避免各州法规"拼凑化"削弱美国相对于中国的竞争力。
Healthcare
China's Ministry of Finance has allocated 99.9 billion yuan (about $14 billion) in childcare subsidies for 2026, up 10.6% from last year, with full-year funding across all levels of government expected to reach around 110 billion yuan to support local payouts to eligible families with infants and toddlers, Xinhua reported on June 3. Separately, researchers announced the identification of a protein called NFIL3 as a major obstacle to the long-term effectiveness of CAR T-cell cancer therapy, showing that the engineered immune cells become "exhausted" and lose their cancer-fighting power when NFIL3 is active — a finding published this week that points to a clear new target for improving one of oncology's most promising treatments.
据新华社6月3日消息,财政部近期下达2026年育儿补贴补助资金999亿元,较上年增长10.6%,预计全年各级财政共安排补贴资金约1100亿元,支持各地为符合条件的婴幼儿家庭发放补贴,助力建设生育友好型社会。另据本周发布的研究,科学家确认一种名为NFIL3的蛋白质是阻碍CAR-T细胞癌症疗法长期疗效的主要因素——当NFIL3活跃时,这些经过工程改造的免疫细胞会出现"耗竭",失去抗癌能力——这一发现为改善这种肿瘤学最具前景的治疗方法之一提供了一个明确的新靶点。
Policy Signals
- 习近平在二十届中央政治局第二十四次集体学习上发表《前瞻布局和发展未来产业》讲话，明确"十五五"时期六大未来产业主攻方向：量子科技、生物制造、氢能和核聚变能、脑机接口、具身智能、第六代移动通信
- 部署未来产业发展五大重点任务：加强统筹谋划、坚持科技创新引领、发挥企业主体作用、营造良好政策环境、健全治理体系，强调防止盲目跟风、重复建设，坚持全国一盘棋、错位发展
- 中央政治局会议提出"产业出题、科技答题"，加快突破集成电路、工业母机、高端仪器、基础软件、先进材料、生物制造等领域关键核心技术；完善科技金融，引导长期资本"投早、投小、投长期、投硬科技"
- 平台经济创新和健康发展："十五五"规划纲要作出具体部署，强化反垄断和反不正当竞争，治理大数据"杀熟"、"内卷式"竞争、"幽灵外卖"等乱象，引导平台企业加大硬科技研发投入
- 树立和践行正确政绩观学习教育继续派出4个中央指导组，对吉林、湖北、湖南、农业农村部、全国社保基金理事会、中建行、中海油、国家管网、北京大学、南京大学等10个地方和单位开展督导
- 平陆运河全线通水，作为新中国首条通江达海大运河、北部湾江海直连通道，可通航5000吨级船舶，为9月通航奠定基础
- 高考组织保障：要求以极端负责的态度做好组织工作，加强试卷全流程监管，严厉打击考试舞弊，守好公平公正底线
- 工业和信息化部等5部门联合启动2026年"百场万企"大中小企业融通对接活动（5—12月），重点行业包括机器人、服务器、人工智能终端
- 全国首家网上离境退税商店落地北京京东平台，境外旅客可在线生成电子退税申请单，并启用首批酒店场景离境退税集中退付点
- 全国A级景区2025年接待游客75.1亿人次，旅游收入5544.9亿元；入境游客15450万人次同比增长17.1%，其中外国游客入境3517万人次同比增长30.6%
- 5月中国物流业景气指数50.3%，需求重回扩张区间，新订单指数回升0.4个百分点，业务活动预期指数55.9%延续高景气
- C919国产大飞机商业运营3年累计安全运送旅客超500万人次，通航城市达23个，亮相新加坡、迪拜航展
- 跨境电商赋能南南合作：中国跨境电商企业超16万家、物流通达200多国；未来5年计划为全球南方国家举办200期数字经济、人工智能培训项目
- 中非合作升级：5月1日起对53个非洲建交国全面实施零关税；2026年5月与53国、9个国际机构共同发起全球减贫与发展伙伴联盟
- 知识产权司法保护持续加强：2019—2025年全国地方法院审结技术类知识产权和垄断一审案件12.6万余件，74案获超1000万元高额赔偿合计超52亿元，59案适用惩罚性赔偿合计超20亿元
- "十五五"立法重点：制定耕地保护和质量提升法、国有资产法、金融法、金融稳定法、医疗保障法、托育服务法等；加快人工智能、数字经济、低空经济、航空航天等新兴领域立法
- 中方表态支持联合国核心作用，韩正会见下任联合国秘书长候选人巴切莱特，捍卫联合国权威、维护全球南方共同利益
- 中国对日本《防卫白皮书》草案提出严正批评，指出日本炒作"周边威胁"、扩充进攻性军事力量、试图挑战"无核三原则"，正滑向"新型军国主义"
- 援津巴布韦菌草技术项目一周年：推广至9省69个示范点，培育187户蘑菇示范户，菌草成为当地"致富草"
- 甘肃打造东中部产业向西转移重要承接地：2023—2025年承接签约项目7876个、到位资金1.53万亿元、年均增长31.7%；新能源装机突破8100万千瓦
Source: 人民日报 2026-06-04, 求是 2026年第11期
Finance Market
| Index | Date | Close | Change | % |
|---|---|---|---|---|
| CSI A500 | 2026-06-03 | 6,144.49 | +33.35 | +0.55% |
| S&P 500 | 2026-06-03 | 7,553.68 | -56.10 | -0.74% |
| HSI | 2026-06-02 | 26,038.32 | +640.14 | +2.52% |
| Nikkei | 2026-06-02 | 66,734.24 | -200.09 | -0.30% |
| KOSPI | 2026-06-02 | 8,801.49 | +13.11 | +0.15% |
| Gold | 2026-06-03 | 4,475.30 | -13.80 | -0.31% |
| DXY | 2026-06-03 | 99.55 | +0.33 | +0.33% |
| USD/CNY | 2026-06-03 | 6.76 | -0.00 | -0.04% |
Generated: 2026-06-04 07:13 UTC+8