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实时热搜

710 个榜单
Spaceflight News
实时热榜
2分钟前更新
  • 01
    What’s next for ISR in space
    In this episode, SpaceNews correspondent Debra Werner leads a panel of experts to discuss the role of ISR in space and what comes next. This session was recorded in May […] The post What’s next for ISR in space appeared first on SpaceNews.
  • 02
    Rocket Lab launches 9th satellite for iQPS
    Rocket Lab launched another satellite for Japanese radar-imaging company iQPS on Aug. 20. The post Rocket Lab launches 9th satellite for iQPS appeared first on SpaceNews.
  • 03
    Moog Highlights Huntsville Expansion and New Hardware-in-the-Loop Lab During Space and Missile Defense Symposium
    Huntsville, AL — Moog Inc. (NYSE: MOG.A and MOG.B) announces a significant expansion at its Huntsville, AL facility that now includes a new secure Hypersonic/Interceptor Hardware-in-the-Loop (HWIL) lab. It is […] The post Moog Highlights Huntsville Expansion and New Hardware-in-the-Loop Lab During Space and Missile Defense Symposium appeared first on SpaceNews.
  • 04
    Artemis Mission Patches
    A jacket decorated with Artemis I and II mission patches, along with other NASA patches hangs on the back of a chair on Thursday, Aug. 6, 2026, inside the Rocco A. Petrone Launch Control Center at NASA’s Kennedy Space Center in Florida during a terminal countdown simulation for the Artemis III mission. NASA’s Exploration Ground […]
  • 05
    ESA Confirms Ariane 6 Block 3 Upgrades Have Been Shelved
    The European Space Agency has confirmed to European Spaceflight that it is no longer considering the Ariane 6 Block 3 evolution, saying there is “no programme need or justification” for the evolution at this time. Questions regarding the scrapping of the Block 3 upgrades arose earlier this month after SpaceScout reported that an ESA study […] The post ESA Confirms Ariane 6 Block 3 Upgrades Have Been Shelved appeared first on European Spaceflight.
  • 06
    NASA Selects University Teams to Help Advance Aviation Research
    NASA has selected four university teams to help the agency transform the future of aviation through projects ranging from high-supersonic propulsion systems to low-noise routes for small aircraft flying through cities. The agency made awards through its University Leadership Initiative, which offers student teams the opportunity to contribute to real-world flight research that advances NASA’s goals in aeronautics. […]
  • 07
    The View from Above: The Gemini Visual Acuity Experiments
    NASA astronaut L. Gordon Cooper, Jr. took 29 color photographs of the Earth with a 70mm camera as he orbited our planet during the Mercury-Atlas 9 mission in May 1963. Cooper’s view from the window of his Faith 7 spacecraft was spectacular, and he reported that he could see vehicles motoring on dirt roads, smoke-belching trains, […]
  • 08
    NASA Data Feeds River Forecasts as Snow Drought Effects Linger
    NASA Earth science data is supporting machine-learning forecasts that inform decisions about water, power, and public safety in Washington state.
  • 09
    Rock West Composites® Is Premiering Its New STRATOPultrusion™ Product Line at the 2026 Small Satellite Conference
    San Diego, CA – Rock West Composites (RWC) is premiering its recently launched space-grade STRATOPultrusion™ product line at the 2026 Small Satellite Conference this August in Salt Lake City, Utah. […] The post Rock West Composites® Is Premiering Its New STRATOPultrusion™ Product Line at the 2026 Small Satellite Conference appeared first on SpaceNews.
  • 10
    Portal Space Systems to include rideshare payloads on Falcon 9 launch of Supernova
    Portal Space Systems has acquired a Falcon 9 to launch its first Supernova spacecraft and will offer excess capacity on the vehicle for rideshare payloads. The post Portal Space Systems to include rideshare payloads on Falcon 9 launch of Supernova appeared first on SpaceNews.
  • 11
    China’s Chang’e-7 lunar ice-hunting mission set for Sunday launch
    HELSINKI — China will launch a complex, multi-spacecraft mission late Sunday to study and land near the lunar south pole, including a search for evidence of water-ice. A Long March […] The post China’s Chang’e-7 lunar ice-hunting mission set for Sunday launch appeared first on SpaceNews.
  • 12
    Map of Europe's Spaceport
    From the ESA Blogs.
  • 13
    Muon Space raises $250 million to ramp up satellite production
    Muon Space has raised $250 million to fuel the small satellite specialist’s push into larger, more powerful spacecraft and constellations. The post Muon Space raises $250 million to ramp up satellite production appeared first on SpaceNews.
  • 14
    Draper Selects Proteus Space for Advanced On-Orbit Mission
    LOS ANGELES, CA, September 8th, 2026. Proteus Space, a dual-use aerospace company delivering rapid, end-to-end access to space, today announced it has been selected by The Charles Stark Draper Laboratory, […] The post Draper Selects Proteus Space for Advanced On-Orbit Mission appeared first on SpaceNews.
  • 15
    LatConnect 60 selects Transcelestial’s Space Optical Network for SWIRSAT imaging constellation
    SAN FRANCISCO / PERTH, 20 AUGUST 2026: LatConnect 60 (LC60) has signed a commercial contract with Transcelestial for an optical communications terminal on its SWIRSAT-1 mission, plus access to Transcelestial’s […] The post LatConnect 60 selects Transcelestial’s Space Optical Network for SWIRSAT imaging constellation appeared first on SpaceNews.
共 15 条热搜查看完整榜单
Telegram OSINT
Intel Slava Z
刚刚更新
  • 🇺🇦
    🇺🇦 ⚡️ — The State Bureau of Investigation of Ukraine is checking military units across Ukraine more than 20 suspects may be charged as early as today. Investigators have planned over 70 searches in the Kyiv, Chernihiv, Vinnytsia, Mykolaiv, Odesa, Dnipropetrovsk, Kharkiv, Ivano-Frankivsk, and Zhytomy
  • 🇺🇦
    🇺🇦 ⚡️ — The conflict between Ukraine's former Minister of Defense, Fedorov, and President Zelenskyy is escalating. According to Ukrainian MPs, Zelenskyy is expected to officially appoint a new head of the Ministry of Defense soon. Against this backdrop, Fedorov…
  • Against the backdrop of Trump's conciliatory statements, North Korea has again launched a ballistic missile, which fell…
    Against the backdrop of Trump's conciliatory statements, North Korea has again launched a ballistic missile, which fell into the sea on the eastern side. This is the third launch in the past two weeks. @IntelSlava
  • 🇷🇺
    🇷🇺 🇺🇦 ⚡️ — The aftermath of the overnight strike on the KLO oil depot in the Brovar district of the Kiev region. It is worth noting that the recent strike is characterized by an unusually large number of images and videos, both of the missile strikes themselves and their consequences. It is possible
  • 🇺🇸
    🇺🇸 ⚡️ — Cryptocurrency firms, artificial intelligence companies, and online bookmakers have become the biggest industries shaping the 2026 midterm elections, generating record corporate spending on congressional races - Reuters reports, citing data from campaign finance watchdogs. According to strat
  • 🇮🇱
    🇮🇱 ❌ 🇵🇸 — Ongoing daily attacks... Settler gangs sprayed pepper spray inside a vehicle, injuring a number of children in the village of Abu Nujeim, south of Bethlehem. @IntelSlava
  • 🇮🇱
    🇮🇱 ❌ 🇵🇸 — Occupation forces continue to storm several neighborhoods in the city of Nablus, amid a campaign of house raids and arrests. @IntelSlava
  • 🇮🇱
    🇮🇱 ❌ 🇵🇸 — The bodies of 50 Palestinians, recovered by Civil Defense crews over the past several days from Al-Shifa Medical Complex in western Gaza City, are being laid to rest. @IntelSlava
  • Venezuela is rapidly increasing oil supplies to the United States, and according to reports, almost half of all the oil…
    Venezuela is rapidly increasing oil supplies to the United States, and according to reports, almost half of all the oil produced in the country is now being sent to American refineries. @intelslava
  • 🇷🇺
    🇷🇺 🇩🇪 ⚡️ — A German Pz.Kpfw V Panther tank from World War II has been discovered in the center of Kazan. The tank was found in the courtyard of the Kazan National Research Technological University (KNITU-KHTI) during construction work. According to the university's…
  • 🇷🇺
    🇷🇺 🇩🇪 ⚡️ — A German Pz.Kpfw V Panther tank from World War II has been discovered in the center of Kazan. The tank was found in the courtyard of the Kazan National Research Technological University (KNITU-KHTI) during construction work. According to the university's press service, the vehicle was loc
  • But most Serbs will still long for a march to the West, abandoning their only good ally, Russia, joining the EU and NATO…
    But most Serbs will still long for a march to the West, abandoning their only good ally, Russia, joining the EU and NATO, and cutting themselves off from their past. And only in moments of trial does it become clear who will truly help. https://t.me/The_Europe_Update/10457
共 12 条快讯查看全部快讯
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快讯
刚刚更新
  • 秘鲁附近发生6.5级左右地震
    中国地震台网自动测定：8月21日2时00分，在秘鲁附近（南纬14.68度，西经73.62度）发生6.5级左右地震。最终结果以正式速报为准。(央视新闻)
  • Anthropic据悉准备最早于8月底提交IPO申请
    Anthropic据悉准备最早于8月底提交IPO申请，预计将追平或超越SpaceX的创纪录IPO规模。
  • 美股道琼斯指数期货跌超1%
    美股道琼斯指数期货跌超1%，纳斯达克100指数期货跌0.78%，标普500指数期货跌0.6%。
  • 沪铅夜盘收涨1.10%
    国际铜夜盘收涨0.19%，沪铜收涨0.01%，沪铝收跌0.47%，沪锌收涨0.79%，沪铅收涨1.10%，沪镍收跌0.96%，沪锡收涨0.75%。氧化铝夜盘收涨0.45%，铝合金收跌0.33%。不锈钢夜盘收跌1.39%。
  • 尼日利亚发生沉船事故 造成至少40人死亡
    尼日利亚西北部索科托州发生一起严重沉船事故。一艘载有70余人的木船在渡河时倾覆，目前已造成至少40人遇难。尼日利亚国家内河航道管理局区域经理阿卜杜勒卡迪尔·优素福证实，事故发生在索科托州戈罗尼奥地方政府区的戈劳镇。据了解，船上乘客主要是附近前往稻田干活的农户和受雇收割水稻的工人，事发时船只处于严重超载状态。目前，当地政府对失踪乘客的搜寻工作仍在进行中，预计伤亡人数还可能上升。 (央视新闻)
  • 乌基辅一商务中心因无人机残骸坠落起火 致1死2伤
    乌克兰基辅市长克利奇科20日表示，当天基辅市一栋商务中心因无人机残骸坠落起火，造成1人死亡、2人受伤。 (央视新闻)
  • 纳斯达克综合指数跌幅扩大至1%
    纳斯达克综合指数跌幅扩大至1%，报26070.99点；道琼斯指数跌0.79%，标普500指数跌0.43%。谷歌-A股价下跌1.67%，亚马逊股价下跌1.86%，SpaceX股价下跌6.36%，特斯拉股价下跌2.08%，沃尔玛股价下跌9.79%。
  • 伊朗外交部谴责美国对伊实施新一轮经济制裁
    当地时间20日，伊朗外交部就美国对伊朗实施新一轮经济制裁发表声明，谴责美方扩大针对伊朗的经济和贸易制裁。声明称，美方相关制裁措施违反国际法和《联合国宪章》基本原则，对伊朗国家主权和民众权益造成影响。伊朗外交部认为，持续通过经济制裁和施压无法实现美方目标，只会进一步加剧双方对立。声明表示，伊朗将继续采取措施维护国家安全和利益，并应对来自美国的经济、政治等方面压力。 (央视新闻)
  • 重要
    美国财长贝森特表示，国债回购规模可能超过我们已宣布的40亿美元
    美国财长贝森特表示，国债回购规模可能超过我们已宣布的40亿美元，我们对国债市场拥有一个强大的工具箱，我们可以“通过自身发展”摆脱债务负担。
  • 乌军称袭击俄两处能源设施
    乌克兰武装部队总参谋部20日在社交媒体发文称，乌军19日至20日凌晨袭击了俄罗斯两处重要能源设施。乌武装部队总参谋部称，乌军袭击了位于俄罗斯鞑靼斯坦共和国下卡姆斯克市的一座炼油厂和位于俄罗斯克拉斯诺达尔边疆区沃尔纳镇的一处石油码头。乌方未说明袭击的具体方式。(新华社)
  • 重要
    期市夜盘收盘，国内期货主力合约多数上涨
    期市夜盘收盘，国内期货主力合约多数上涨。涨幅方面，LPG、沥青、燃油、纸浆、20号胶涨超1%。跌幅方面，PVC、玻璃、菜粕、焦煤跌超1%。
  • 刘国洪会见联合国粮农组织总干事屈冬玉
    8月19日，自然资源部党组书记刘国洪在京会见联合国粮农组织总干事屈冬玉一行。双方就进一步加强自然资源保护与可持续利用等领域务实合作进行了交流。刘国洪就下一步深化合作表示，将推动双方续签合作谅解备忘录；深化地理信息技术赋能农业、林业、渔业可持续发展等务实项目合作，积极参与联合国粮农组织“手拉手”倡议实施；分享中国在耕地保护、荒漠化综合防治、“三北”工程建设、海洋生物多样性保护等方面的生态保护修复经验，以及绿色富民产业发展路径；拓展国际红树林中心与粮农组织的合作空间，共同推动全球湿地生态系统的保护修复；协调推动中国城市加入“绿色城市”倡议网络。（人民财讯）
  • 现货白银涨超2%
    现货白银涨超2%，现报68.3美元/盎司。
  • 重要
    现货白银站上68美元/盎司
    现货白银站上68美元/盎司，日内涨1.54%。
  • AI撰写立法提案涌入美国国会 错误百出
    越来越多的美国国会工作人员和外部团队开始使用人工智能起草立法提案，但这些提案往往错误百出。多名现任和前任美国国会官员透露，人工智能可以快速生成文本，因此很多国会工作人员和外部团队使用人工智能模型来撰写立法提案。然而，此类提案的文本往往存在法律条文引用错误、法律定义混乱、措辞不当等问题。《政治报》称，提交到国会的立法提案数量正飞速增长。本届国会（第119届国会从2025年1月3日开始至2027年1月3日结束）截至本月13日，立法顾问办公室收到了10081项提案。随着人工智能在国会内部得到更广泛的应用，预计提案数量还将进一步增加。（央视新闻）
  • 胡塞武装称对沙特发动无人机袭击
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  • 现货白银涨超1%
    现货白银涨超1%，现报67.65美元/盎司。
  • 深圳麦科田生物医疗技术股份有限公司通过港交所上市聆讯
    据港交所文件：深圳麦科田生物医疗技术股份有限公司通过港交所上市聆讯。
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  • Ebola disease caused by Bundibugyo virus - Democratic Republic of the Congo
    The Bundibugyo virus disease (BVD) outbreak in the Democratic Republic of the Congo is in a phase of intense transmission. It is the largest Ebola outbreak ever reported in the country and expanding faster than any previous Ebola outbreak. The epidemic is increasingly characterized by sustained transmission within interconnected geographic clusters. Initially confined to the Mongbwalu health zone in Ituri Province, the outbreak has now expanded to 54 health zones across six provinces (Ituri, Nor
  • Ebola disease caused by Bundibugyo virus - Democratic Republic of the Congo
    The Bundibugyo virus disease (BVD) outbreak in the Democratic Republic of the Congo is intensifying, with sustained transmission and continued increases in reported cases and deaths. Initially confined to the Mongbwalu health zone in Ituri Province, over the last two months, the outbreak has expanded to five provinces (Ituri, North Kivu, South Kivu, Haut-Uélé and Tshopo), now affecting 49 health zones. The outbreak is now the largest Ebola outbreak ever reported in the Democratic Republic of the
  • Ebola disease caused by Bundibugyo virus, Democratic Republic of the Congo & Uganda
    The Bundibugyo virus disease (BVD) outbreak in the Democratic Republic of the Congo remains active, with sustained transmission driving increases in reported cases and deaths. As of 15 July 2026, a cumulative total of 2124 confirmed cases, including 828 deaths, have been reported from the Democratic Republic of the Congo. On 13 July 2026, German authorities informed WHO of a laboratory-confirmed case of Ebola disease caused by Bundibugyo virus in a humanitarian worker from the United States of A
  • Ebola disease caused by Bundibugyo virus, Democratic Republic of the Congo & Uganda
    The Bundibugyo virus disease (BVD) outbreak in the Democratic Republic of the Congo continues to evolve rapidly, with sustained transmission and increasing numbers of reported cases. As of 1 July, a cumulative of 1460 confirmed cases, including 452 deaths, have been reported from the Democratic Republic of the Congo. As of 2 July, Uganda has reported 20 confirmed cases including two deaths, as well as one probable case who has died. In addition, on 24 June 2026, French authorities notified WHO o
  • Hantavirus outbreak linked to cruise ship travel, Multi-locations
    This is the fifth Disease Outbreak News posting on the Andes hantavirus (ANDV) outbreak linked to the cruise ship M/V Hondius. The outbreak identification followed the notification to the World Health Organization (WHO) on 2 May 2026 of severe acute respiratory illness cases onboard. Since the previous Disease Outbreak News was published on 28 May 2026, one of the probable cases from Tristan da Cunha, an Overseas Territory of the United Kingdom of Great Britain and Northern Ireland (hereafter re
  • Nipah virus disease - India
    On 11 June 2026, the Kerala State Health Department confirmed one laboratory confirmed case of Nipah virus (NiV) infection in Kozhikode district, Kerala State, India. The case is an adult male who developed symptoms on 30 May 2026 and was hospitalized on 10 June 2026. He presented with neurological manifestations and at the time of reporting is on ventilatory support in an intensive care unit (ICU). As of 18 June 2026, a total of 104 contacts had been identified and were under monitoring, includ
  • Yellow fever - Global
    Yellow fever is a viral disease found in areas of Africa and the Americas, spread by infected mosquitoes. Following an increase of cases in the Americas in 2025, transmission activity remained into 2026. From 1 January to 26 May 2026, six countries reported a total of 79 human infections along with multiple epizootics, indicating active sylvatic circulation. In Africa, sustained activity continued across parts of the region, affecting 13 high-risk countries (as per classification in the Eliminat
  • Ebola disease caused by Bundibugyo virus, Democratic Republic of the Congo & Uganda
    The Bundibugyo virus disease (BVD) outbreak in the Democratic Republic of the Congo continues to evolve rapidly, with sustained transmission and increasing numbers of reported cases. As of 17 June, a cumulative of 896 confirmed cases, including 232 deaths, have been reported from the Democratic Republic of the Congo. As of 18 June, Uganda has reported 19 confirmed cases including two deaths, as well as one probable case who has died. In Uganda, the outbreak remains epidemiologically linked to tr
  • Ebola disease caused by Bundibugyo virus, Democratic Republic of the Congo & Uganda
    The Bundibugyo virus disease (BVD) outbreak in the Democratic Republic of the Congo continues to evolve rapidly, with increasing case numbers and geographic spread. As of 10 June, a cumulative of 676 confirmed cases, including 136 deaths, have been reported from the Democratic Republic of the Congo. As of 11 June, Uganda has reported 19 confirmed cases including two deaths, as well as one probable case who has died. In Uganda, the outbreak remains epidemiologically linked to transmission origina
  • Ebola disease caused by Bundibugyo virus, Democratic Republic of the Congo & Uganda
    The Bundibugyo virus disease (BVD) outbreak in the Democratic Republic of the Congo continues to evolve rapidly, with increasing case numbers, geographic spread, and cross-border transmission to Uganda. As of 6 June, a total of 515 confirmed cases, with 91 deaths among these confirmed cases, have been reported from the Democratic Republic of the Congo; Uganda has reported 19 confirmed cases including two deaths, as well as one probable case who has died. In Uganda, the outbreak remains epidemiol
  • Ebola disease caused by Bundibugyo virus, Democratic Republic of the Congo & Uganda
    The Bundibugyo virus disease (BVD) outbreak in the Democratic Republic of the Congo and Uganda continues to evolve rapidly, with increasing case numbers, geographic spread, and ongoing cross-border transmission. As of 27 May, a total of 906 suspected cases and 223 deaths among suspected cases have been reported in the Democratic Republic of the Congo. As of 29 May, a total of 134 confirmed cases, including nine in Uganda, with 18 deaths among the confirmed cases, have been reported across both c
  • Hantavirus outbreak linked to cruise ship travel, Multi-locations
    This is the fourth Disease Outbreak News report on the Andes hantavirus outbreak linked to cruise ship travel, following the notification to the World Health Organization (WHO) on 2 May 2026 of severe respiratory illness cases aboard M/V Hondius, a cruise ship. Since the last DON was published on 13 May, three additional confirmed cases were reported, from Canada, the Netherlands, and Spain. The previously reported inconclusive case from the United States of America was subsequently determined t
  • Ebola disease caused by Bundibugyo virus – Democratic Republic of the Congo
    On 15 May 2026, the Ministry of Public Health, Hygiene and Social Welfare, Democratic Republic of the Congo (DRC), and the Ministry of Health of Uganda declared an outbreak of Ebola Disease following the confirmation of Bundibugyo virus disease (BVD) in both countries. On 17 May 2026, the World Health Organization (WHO) Director-General determined that the Ebola disease caused by Bundibugyo virus in DRC and Uganda constitutes a public health emergency of international concern (PHEIC), as defined
  • Ebola disease caused by Bundibugyo virus, Democratic Republic of the Congo & Uganda
    On 5 May 2026, the World Health Organization (WHO) was alerted of a high-mortality outbreak of unknown illness in Mongbwalu Health Zone, Ituri Province, Democratic Republic of the Congo (DRC), including deaths among health workers. On 14 May 2026, the Institut national de recherche biomédicale (INRB) Kinshasa analyzed 13 blood samples from Rwampara Health Zone, Ituri Province. Laboratory analysis confirmed Bundibugyo virus disease (BVD) in eight of these samples on 15 May, a species of Ebola. Th
  • Hantavirus cluster linked to cruise ship travel, Multi-country
    This is the third Disease Outbreak News report on the hantavirus cluster, following the notification to the World Health Organization (WHO) on 2 May 2026 of severe respiratory illness cases aboard MV Hondius, a cruise ship. Since the last DON was published on 8 May, two additional confirmed cases were reported from France and Spain. In addition, there is one inconclusive result for a case in the United States of America. All were passengers on the ship. As of 13 May, a total of 11 cases, includi
  • Hantavirus cluster linked to cruise ship travel, Multi-country
    On 2 May 2026, a cluster of passengers with severe respiratory illness aboard a cruise ship was reported to the World Health Organization (WHO). At that time, according to the ship operator, 147 passengers and crew were onboard, and 34 passengers and crew had previously disembarked. Since the last Disease Outbreak News published on 4 May, three of the suspected cases were confirmed, and one additional confirmed case was reported. As of 8 May, a total of eight cases, including three deaths (case
  • Hantavirus cluster linked to cruise ship travel, Multi-country
    On 2 May 2026, a cluster of passengers with severe respiratory illness aboard a cruise ship was reported to the World Health Organization. The ship is carrying 147 passengers and crew. As of 4 May 2026, seven cases (two laboratory confirmed cases of hantavirus and five suspected cases) have been identified, including three deaths, one critically ill patient and three individuals reporting mild symptoms. Illness onset occurred between 6 and 28 April 2026 and was characterized by fever, gastrointe
  • Measles - Bangladesh
    On 4 April 2026, the National International Health Regulations (IHR) Focal Point for Bangladesh notified WHO of a nationwide increase in measles cases, geographically affecting 58 out of 64 districts across all eight divisions in Bangladesh. A total of 19 161 suspected measles cases and 2897 laboratory-confirmed measles cases have been reported between 15 March and 14 April 2026, including 166 measles related deaths (CFR 0.9%). The majority (79%) of the reported cases are children aged under 5 y
  • Avian Influenza A(H9N2) - Italy
    On 21 March 2026, the National International Health Regulations (IHR) Focal Point for Italy notified the World Health Organization (WHO) of the identification of a human case of avian influenza A(H9) in an adult male returning from Senegal. Next generation sequencing confirmed Influenza A(H9N2). According to epidemiological investigations, the patient had no known history of exposure to poultry or any person with similar symptoms prior to the onset of symptoms. Authorities in Italy have implemen
  • International food safety event: Infant formula and products containing arachidonic acid oil contaminated with cereulide toxin - Multi-country
    Multi-country recalls of infant formula and other products have been initiated after cereulide toxin, was detected in batches of multiple internationally distributed brands. Investigations have identified arachidonic acid (ARA) oil, used as an ingredient in the implicated products, as the source of contamination. However, the full root cause analysis and complete traceability of all affected batches remains under investigation. Contaminated formulae, nutritional products, and oil mixes have been
  • Mpox: recombinant virus with genomic elements of clades Ib and IIb – Global situation
    Recombination of monkeypox virus (MPXV) strains has been documented in recent months, with two cases of a recombinant strain comprising clade Ib and IIb MPXV reported. Recombination is a known natural process that can occur when two related viruses infecting the same individual exchange genetic material, producing a new virus. The first case was detected in the United Kingdom of Great Britain and Northern Ireland (hereafter “United Kingdom”), with travel history to a country in South-East Asia,
  • Nipah virus infection - Bangladesh
    On 3 February 2026, the International Health Regulations National Focal Point (IHR NFP) for Bangladesh notified WHO of one confirmed case of Nipah virus (NiV) infection in Rajshahi Division. The patient developed fever and neurological symptoms on 21 January. Nipah virus infection was laboratory-confirmed on 29 January. The patient reported no travel history but had a history of consuming raw date palm sap. All 35 contact-persons are being monitored and have tested negative for NiV and no furthe
  • Nipah virus disease - India
    On 26 January 2026, the National IHR Focal Point for India notified WHO of two laboratory‑confirmed cases of Nipah virus (NiV) infection in West Bengal State. Both are healthcare workers at the same private hospital in Barasat (North 24 Parganas district). NiV infection was confirmed at the National Institute of Virology in Pune on 13 January. One case remains on mechanical ventilation as of 21 January, the other case experienced severe neurological illness but has since improved. Authorities ha
  • Marburg virus disease- Ethiopia
    On 26 January 2026, the Ministry of Health of Ethiopia declared the end of the Marburg virus disease (MVD) outbreak. This declaration came after two consecutive incubation periods (a total of 42 days) since the last person confirmed with MVD died and was given a safe and dignified burial, in accordance with WHO recommendations on 14 December 2025. As of 25 January 2026, a cumulative total of 19 cases, including 14 confirmed (including nine deaths) and five probable cases (all deaths), were repor
  • Middle East respiratory syndrome coronavirus - Global update
    Since the beginning of 2025 and as of 21 December 2025, a total of 19 cases of Middle East respiratory syndrome coronavirus (MERS- CoV), including four deaths have been reported to WHO globally. Of the 19 cases, 17 were reported by the Kingdom of Saudi Arabia (KSA), and two were reported from France. Between 4 June and 21 December 2025, the Ministry of Health (MoH) of KSA reported a total of seven cases of MERS-CoV infection, including two deaths. In addition, at the beginning of December 2025,
  • Seasonal influenza - Global situation
    Seasonal influenza (‘the flu’) is an acute respiratory infection caused by influenza viruses that circulate globally and year-round. It can cause illness ranging from mild to severe, sometimes resulting in hospitalization or death. Seasonal influenza activity has increased globally in recent months, with an increased proportion of seasonal influenza A(H3N2) viruses being detected. This rise coincides with the onset of winter in the northern hemisphere and an increase in acute respiratory infecti
  • Broader transmission of mpox due to clade Ib MPXV – Global situation
    The purpose of this report is to raise awareness about the local transmission of clade Ib monkeypox virus (MPXV) among men who have sex with men (MSM) in countries previously unaffected or to date reporting only cases linked to travel. This report summarizes recent epidemiological developments, response activities, and the associated global public health risk. The second declaration of a public health emergency of international concern (PHEIC) for mpox was lifted on 5 September 2025. As both MPX
  • Avian Influenza A(H5N5)- United States of America
    On 15 November 2025, WHO was notified of the 71st confirmed human case with influenza A(H5) since early 2024 in the United States of America— the first human case reported in the United States of America since February 2025. On 20 November, U.S. Centers for Disease Control and Prevention (CDC) laboratory sequencing verified the virus as influenza A(H5N5), representing the first globally reported human case caused by an influenza A(H5N5) virus. The investigation by health authorities in the Unite
  • Ebola virus disease – Democratic Republic of the Congo
    On 1 December 2025, the Ministry of Health (MoH) of the Democratic Republic of the Congo (DRC) declared the end of the Ebola virus disease (EVD) outbreak which had been declared on 4 September 2025. The end was declared after two consecutive incubation periods (a total of 42 days) since the last person confirmed with EVD tested negative for the virus and was discharged on 19 October 2025. A total of 64 cases (53 confirmed, 11 probable), including 45 deaths (CFR 70.3%), were reported from six hea
  • Diphtheria - African Region (AFRO)
    From 1 January to 2 November 2025, a total of 20 412 suspected diphtheria cases, including 1 252 deaths (an average case fatality ratio [CFR] - 6 %) have been reported across eight Member States in the WHO African Region (Algeria, Chad, Guinea, Mali, Mauritania, Niger, Nigeria, and South Africa). Several of these countries have been experiencing ongoing outbreaks since 2023. Children and young adults represent the majority of the cases, with females accounting for a slightly greater proportion.
  • Marburg virus disease- Ethiopia
    On 12 November 2025, WHO noted a press release from the Ethiopian Ministry of Health (MoH), and the Ethiopian Public Health Institute (EPHI), announcing suspected viral hemorrhagic viral fever (VHF) in Jinka town, South Ethiopia Regional State, Ethiopia. On 14 November 2025, the Ministry of Health of Ethiopia confirmed that the cases previously reported as suspected VHF were Marburg virus disease (MVD). Molecular testing conducted by the National Reference Laboratory at EPHI identified Marburg v
  • Rift Valley fever- Mauritania and Senegal
    Between 20 September and 30 October 2025, a total of 404 confirmed human cases of Rift Valley fever (RVF), including 42 deaths, were reported by national health authorities in two West African countries: Mauritania and Senegal. RVF is a zoonotic disease, which mainly affects animals, but can also infect humans. The majority of human infections result from contact with the blood or organs of infected animals, but human infections have also resulted from the bites of infected mosquitoes. To date,
  • Chikungunya virus disease- Global situation
    In 2025, a resurgence of chikungunya virus (CHIKV) disease was noted in a number of countries, including some that had not reported substantial case numbers in recent years. Between 1 January and 30 September 2025, a total of 445 271 suspected and confirmed CHIKV disease cases and 155 deaths were reported globally from 40 countries, including autochthonous and travel imported cases. Some WHO Regions are experiencing significant increases in case numbers compared to 2024, although others are curr
  • Nipah virus infection - Bangladesh
    Between 1 January and 29 August 2025, the International Health Regulations National Focal Point (IHR NFP) for Bangladesh notified WHO of four confirmed fatal Nipah virus (NiV) infection cases, temporally unrelated, reported from four different districts across three separated geographical divisions (Barisal, Dhaka, and Rajshahi) in Bangladesh. NiV infection is a zoonotic disease transmitted to humans through infected animals (such as bats or pigs), or food contaminated with saliva, urine, and ex
  • Ebola virus disease – Democratic Republic of the Congo
    On 1 September 2025, WHO received an alert from the Ministry of Health of the Democratic Republic of the Congo (DRC) regarding suspected cases of Ebola virus disease (EVD) in the Bulape Health Zone, Kasai Province, DRC. The first known index case was a pregnant woman who presented at Bulape General Reference Hospital on 20 August 2025 with symptoms of high fever, bloody diarrhoea, haemorrhage and extreme weakness. She died on 25 August from multiple organ failure. On 4 September 2025, following
  • Cholera – Multi-country with a focus on countries experiencing current surges
    The global cholera situation continues to deteriorate, driven by conflict and poverty, posing a significant public health challenge across multiple WHO regions. Between 1 January and 17 August 2025, a total of 409 222 cholera/Acute Watery Diarrhoea (AWD) cases and 4738 deaths were reported globally, from 31 countries, with six of the 31 countries reporting case fatality rates above 1%, indicating serious gaps in case management and delayed access to care. Cholera is resurging in a number of coun
  • Circulating vaccine-derived poliovirus type 1- Israel
    On 4 August 2025, Israel notified WHO of a circulating vaccine-derived poliovirus type 1 (cVDPV1) outbreak. Between February and July 2025, nine genetically linked virus isolates were found in environmental samples from seven sites, mainly in Jerusalem and the Central Region. No human cases of paralytic polio have been reported. Israel discontinued routine use of the bivalent oral polio vaccine in March 2025 but continues using inactivated polio vaccine (IPV) as part of the country’s routine imm
  • Nipah Virus Infection - India
    Between 17 May and 12 July 2025, the Information and Public Relations Department, Government of Kerala informed through a series of official press releases about four confirmed cases, including two deaths, due to Nipah virus (NiV) infection in two districts of Kerala State. NiV infection is a bat-borne disease transmitted to humans through infected animals (such as bats or pigs), contaminated food or, less commonly, through close contact with infected individuals. Since 1998 NiV outbreaks have b
  • Rabies - Timor-Leste
    On 17 May 2025, the Timor-Leste government reported to the World Health Organization (WHO) a fatal human case of rabies from Ermera Municipality. Between May and mid-June 2025, Timor-Leste confirmed four human rabies deaths in the municipalities of Bobonaro (n=2), Ermera (n=1) and Oecusse (n=1). All cases involved individuals exposed to dogs' bites months prior to symptom onset, with rabies virus confirmed via Reverse Transcription Polymerase Chain Reaction (RT-PCR) testing. Since March 2024, a
  • Avian Influenza A(H5N1) - Cambodia
    Between 1 January and 1 July 2025, the World Health Organization (WHO) was notified by Cambodia’s International Health Regulations (IHR) National Focal Point (NFP) of 11 laboratory-confirmed cases of human infection with avian influenza A(H5N1) virus. Seven of the 11 cases were reported in June, an unusual monthly increase. Avian influenza A(H5N1) was first detected in Cambodia, in December 2003, initially affecting wild birds. Since then, 83 cases of human infection with influenza A(H5N1), incl
  • Anthrax – Thailand
    In early May 2025, the International Health Regulations National Focal Point (IHR NFP) for Thailand notified WHO of four cases of cutaneous anthrax. One of the affected individuals died as a result of disease complications, while the remaining three cases were hospitalized and received appropriate medical care. All reported cases had direct contact with cattle suspected to be infected with anthrax. A rapid field investigation and response was conducted by the national health authorities. All pot
  • COVID-19 - Global Situation
    Since mid-February 2025, according to data available from sentinel sites, global SARS-CoV-2 activity has been increasing, with the test positivity rate reaching 11%, levels that have not been observed since July 2024. This rise is primarily observed in countries in the Eastern Mediterranean, South-East Asia, and Western Pacific regions. Since early 2025, global SARS-CoV-2 variant trends have slightly shifted. Circulation of LP.8.1 has been declining, and reporting of NB.1.8.1, a Variant Under Mo
  • Circulating vaccine-derived poliovirus type 2 (cVDPV2) - Papua New Guinea
    On 9 May 2025, the International Health Regulations (IHR) National Focal Point (NFP) for Papua New Guinea (PNG) notified WHO of the detection of circulating vaccine-derived poliovirus type 2 (cVDPV2) from stool specimens of two healthy children from Morobe province, Papua New Guinea (PNG). The detection of wild poliovirus (WPV) or vaccine-derived poliovirus (VDPV), including from samples taken from healthy children, is considered a serious public health event. Given the country's suboptimal rout
  • Yellow fever - Region of the Americas
    From 29 December 2024 and as of 26 April 2025 (with data for Ecuador updated as of 2 May 2025), a total of 212 confirmed human cases of yellow fever, including 85 deaths, have been reported to WHO by five countries in the Region of the Americas (case fatality rate (CFR) 40%). The cases have been reported in the Plurinational State of Bolivia, Brazil, Colombia, Ecuador and Peru. The 212 confirmed yellow fever cases reported so far in 2025 represent a threefold increase compared to the 61 confirme
  • Measles - Morocco
    Since late 2023, Morocco has been experiencing a widespread measles outbreak. Cases have been recorded across all regions of the country, particularly among children and people who are unvaccinated. In response, the Ministry of Health and Social Protection (MOHSP), in collaboration with relevant sectors, activated the National Center for Public Health Emergency Operations, launched urgent catch-up vaccination campaigns, and strengthened surveillance, case management, and risk communication and c
  • Middle East respiratory syndrome coronavirus - Kingdom of Saudi Arabia
    Between 1 March and 21 April 2025, the Ministry of Health (MoH) of the Kingdom of Saudi Arabia (KSA) reported nine cases of Middle East respiratory syndrome coronavirus (MERS-CoV) infection. Two of these cases died. Among the nine cases, a cluster of seven cases were identified in Riyadh, including six health and care workers who acquired the infection from caring for a single infected patient. The cluster was identified through contact tracing and subsequent testing of all contacts, with four o
  • Chikungunya - La Réunion and Mayotte
    Since August 2024, widespread transmission of chikungunya virus disease has been documented in La Réunion as well as increasing locally transmitted cases in Mayotte. Although chikungunya outbreaks and endemic transmission occur annually in several countries and territories around the world, the Indian Ocean islands have not experienced major outbreaks for nearly two decades. In La Réunion, over 47 500 cases and twelve associated deaths have been reported as of 4 May 2025, with sustained high tra
  • Measles – Region of the Americas
    As of 18 April 2025, a total of 2318 measles cases, including three deaths, have been confirmed in six countries in the WHO Region of the Americas, an 11-fold increase compared to the same period in 2024. The majority of cases have occurred among people between 1 to 29 years, who are either unvaccinated or have an unknown vaccination status. Additionally, most cases are imported or linked to importation. Measles is a highly contagious, airborne viral disease that can lead to severe complications
  • Sudan virus disease – Uganda
    On 26 April 2025, the Ministry of Health (MoH) of Uganda declared the end of the Sudan virus disease (SVD) outbreak after two consecutive incubation periods (a total of 42 days) since the last person confirmed with SVD tested negative for the virus on 14 March 2025. A total of 14 SVD cases (including 12 confirmed cases and two probable cases) including four deaths (two confirmed and two probable) have been reported during this outbreak. WHO and partners provided technical, operational and financ
  • Avian Influenza A(H5N1) - Mexico
    On 2 April 2025, the International Health Regulations (IHR) National Focal Point (NFP) for Mexico notified the World Health Organization (WHO) of the country’s first laboratory-confirmed human infection with an avian influenza A(H5N1) virus in the state of Durango. In response, local and national health authorities have implemented a range of measures to monitor, prevent, and control the situation. There have been reports of A(H5N1) outbreaks in birds in Durango, although the exact source of inf
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  • Moderna单日暴涨177%，mRNA路线将实现“千人千药”时代？一文看看真正的A股映射有哪几家公司
    此次结果是个体化新抗原疗法和mRNA肿瘤治疗首次完成关键III期验证，标志着个体化新抗原疗法从“前沿探索”迈入可望定义临床标准的新阶段。受此推动，Moderna股价大涨177%（收盘市值达696亿美元），默沙东亦同步上涨13%。招商证券详细梳理了国内公司映射，个体化新抗原mRNA路线布局公司有望价值重估，包括：恒瑞医药、石药集团、长春高新等。
  • 复刻2020-2021年煤价涨幅超过300%的行情？今年的煤炭行情有什么不一样？
    从需求、供给、库存三个维度展开复盘对比，2020-2021年煤炭行情是需求周期共振的产物：需求率先提供强加速器，供给短期收紧再放开，形成价格强脉冲。而2026年是供给约束先导：供给因产能极和安监制度化率先硬化，触发价格反转；需求转向韧性托底，不再提供加速动能，只加固价格底部。在供给弹性收缩的背景下，煤价中枢温和上移，行业高盈利周期被显著拉长。受益于能源重估与安全溢价，考虑资源禀赋好、长协锁量、高股息的龙头煤企。
  • 占电池成本不到2%的小众添加剂，价格却翻了4倍，单耗增加叠加供给紧张，VC价格上涨有潜力
    招商证券研报指出，VC（碳酸亚乙烯酯，电解液添加剂）这东西占电池成本不到2%，但最近价格疯涨——6月至今涨超70%，均价冲到22.5万元/吨，较去年低点翻了约4倍。一边是锂电池出货猛增+储能新国标逼着VC单耗提升，另一边是大连1万吨产能停产、二代新工艺又难产，供给根本跟不上。机构预测2026下半年开始供需从紧平衡转向短缺加剧，下游对涨价承受力强，价格和盈利弹性有望持续释放。标的：华盛锂电、海科新源。
  • 国内指标严、海外大矿迟到、日本被限供，钨的“战略矿产”属性重估，8月企稳9月旺季或引爆反弹
    东方证券研报指出，钨的战略地位正被重新定价：国内开采指标趋严、海外大矿2027年前难放量，供给刚性凸显；AI算力拉动硬质合金刀具与PCB微钻需求，地缘冲突推高军工钨备库，供需双向挤压。国内钨价自3月高点回落六成后8月企稳，旺季临近或催化反弹。标的：中钨高新、厦门钨业、章源钨业、翔鹭钨业。
  • 又是一个因为AI而供不应求的稀缺原料，价格一年暴涨44%，2027年前紧缺难缓解，海外巨头不外销、国内龙头要吃饱
    高纯四氯化硅是光纤预制棒核心原料。供给端，海外三大巨头近2万吨9N级产能全部自用不对外销售，国内合规外销产能不足10万吨，多晶硅减产进一步收紧副产原料。需求端，AI应用光缆消费量增长138%，数据中心光纤需求预计同比增32%，光纤光缆供需缺口率约16.4%。价格端，9N级长协价从约2.5万元/吨持续上行，累计最大涨幅440%。新建项目大多要到2028年才能规模化投产，2026至2027年紧缺或难缓解，产业景气度有望延续，三孚股份、宏柏新材、江瀚新材、新安股份值得关注。
  • 公积金贷款利率有望调降？一文看懂公积金条例修改哪些变化值得重视
    8月18日，国务院总理签署国务院令，正式公布《国务院关于修改〈住房公积金管理条例〉的决定》。除了拓宽用途、提升效能、强化风控、扩大覆盖面四大部分的修改之外，需要重视公积金利率形成机制的变化，或潜在带来公积金利率结构性下调的可能性。若未来公积金迎来结构性降息，叠加核心城市住房租金逐步企稳甚至反弹，或将催生更多“由租转买”需求，助力房地产市场加速回稳。核心公司包括：招商蛇口、建发股份、滨江集团等。
  • 一天涨2块，牛磺酸价格冲到24.5元/kg，夏季双需求+成本支撑+检修预期，全球九成产能捏在这几家公司手里
    国投证券研报指出，8月17日牛磺酸市场价冲到24.5元/千克，一天涨2块。夏天功能饮料备货旺，猫狗粮高端化也添需求，下游75%靠这两块。全球九成产能在中国，永安、圣元、新和成等几家寡头占超90%，大厂又在检修；加上环氧乙烷年内涨33%、硫磺涨122%，成本硬顶着。供需紧、牌子少、成本推，价格弹性来了。标的：永安药业、圣元环保、新和成。
  • 白酒板块进入分化修复和基本面检验阶段，中秋低基数下，行业动销或将同比转正
    国信证券研报指出，白酒行业动销继续承压，多数酒企主动控制发货、减轻渠道负担。预计26Q2白酒板块报表端分化加剧，去库存和压力释放仍是主线。往后看关注26H2中秋国庆开瓶、经销商回款、合同负债、销售收现以及核心产品批价。相关公司今世缘、贵州茅台、迎驾贡酒等。
  • 海外巨头连年关线，反倾销也挡不住钛白粉供给出清，三重逻辑共振，钛白粉产业迎来长周期拐点
    硫磺、硫酸价格大涨，改写钛白粉成本天平。冶炼酸从此前均价266元/吨涨至近期1610元/吨，吨成本抬升约5373元；氯化法绕开硫酸，溢价1000至2000元/吨，盈利优势凸显。海外对华反倾销难改巨头退出，特诺、科慕等近年相继关停产线，26H1科慕净亏3.03亿美元、特诺亏2.74亿美元。非洲收紧原矿出口，莫桑比克新矿业法禁止原矿出口，需求年增+2.4%对应年新增钛精矿至少40万吨。看好兼有两条工艺的标的，龙佰集团手握攀枝花钛矿，鲁北化工锆钛矿精选项目即将投产。
  • 手持约300%的增幅空间，西藏成为下阶段全球铜矿核心增量区域，提前布局西藏的铜企将充分享受量价共振的弹性
    长江证券指出，在全球铜需求持续增长、传统产区供给弹性下降背景下，西藏将成为下一阶段全球铜矿核心量增区域之一，充分享受铜行业结构性机会。2025年，西藏3大铜矿项目（巨龙铜矿+玉龙铜矿+甲玛铜矿）合计产铜约42万吨，而根据规划，随着巨龙、玉龙、甲玛铜矿扩产，多龙、金龙、朱诺、雄村等项目推进开发，未来新增产能超过130万吨，约300%的增幅空间，充分享受量价共振弹性。关注紫金矿业、藏格矿业、西部矿业、宏达股份。
  • msap工艺加速导入节奏，超快激光钻孔迎来刚性需求
    AI算力基础设施需求激增，成为PCB设备行业未来核心增长引擎。材料变化及精细线路需求带来超快激光钻孔刚性需求。精细线路时代到来，孔径小于50微米时CO2激光难以高效加工，mSAP工艺渗透率提升助推超快激光设备导入。高速覆铜板向低介电常数、低介电损耗方向演进，ABF、BT等载板材料对加工要求更高，超快激光的非热熔加工特性适配较硬较薄材料。超快激光可直接钻穿铜层，省去棕化或黑化前处理，简化工序并降低成本。预计2030年全球PCB激光加工设备市场规模约300亿元。
  • 矿山生产组织模式重构，安全责任不许外包了，矿山必须自建队伍或找“全能托管”，综合矿服龙头有望受益
    天风证券研报指出，国家矿山安全监察局78号文要求生产矿山2027-2028年完成采掘队伍调整，禁止普通外包、推行自建或整体托管，把安全责任焊回矿山主体。民爆企业从"卖炸药+单次爆破"被迫升级为"采掘剥离+运营托管"的综合矿服商，资质（一级总承包）、人员、项目经验成硬门槛，订单向头部集中。广东宏大、易普力等综合矿服龙头直接受益。
  • 暑运高峰量价好转+油价环比下降，预计航司8月效益环比改善
    航司近日纷纷发布7月运营数据，7月进入暑运旺季+国内航煤价格环比回落，航司稳步增投运力，国际线运力增幅高于国内线。预计在暑运高峰量价好转+油价环比下降的背景下，航司8月效益环比改善。后续若油价下行，航司有望释放利润弹性。当前航司单机市值处历史低位。关注中国东航、中国国航等。
  • 新鲜零食，快速崛起的独立零售业态，消费的下一个风口？
    新鲜零食作为增速较高的新兴业态，其是在商超系统性流量收缩背景下，承接了量贩高速扩张之后转而寻求"新鲜/体验感"的那批消费者。当前行业“四强”圈地跑马，并有多品牌跨界试水，单店目前模型比较高光，但打法及扩张路径尚未定型，生意持续性扩张的难点在短保供应链的稳定性及大单品的独特性。目前若以高流量卖场数据测算，天花板赶不上量贩零食，还需看后续单店模型的打磨突破及供应链标准化建设的模板范式。关注量贩企业的业态扩张尝试，如万辰集团、盐津铺子、有友食品。
  • 海外龙头率先验证，AI周期下半导体测试设备盈利弹性显著放大，利润率由16.8%快速提升至44.2%
    全球半导体测试设备销售额2026年预计同比增长31%至153亿美元，2028年将达208亿美元。SoC测试机2026年市场预计达85-95亿美元，受GPU、ASIC扩产驱动。Chiplet与先进封装使测试插入点由个位数增至10-20次，CATCH模型显示故障覆盖率由50%提至90-95%时系统成本近腰斩，测试由成本环节转向降本手段。海外龙头爱德万营业利润率升至44.2%验证景气。国内封测厂资本开支重回高位，头部厂商2026Q1同比大增逾七成，测试机、分选机及接口件需求持续释放。
  • 26Q2单季同比增9.7%，为近8个季度新高，零售药店总量拐点已现
    零售药店行业26Q2迎来拐点：单季+9.7%，近8季度最高；MAT26Q2市场规模4,959亿元，滚动年增速从1.2%反弹至6.0%。但本质是结构非普涨：26H1客单价跌至65元/单、同比-3%，行业从“高客单、低频次”向“低客单、高周转”切换。供给端，门店70.6万家到67.3万家，中小出清占84.5%。品类端，处方药60.1%、增速10.7%，生物制品28.9%领跑；OTC西药+7%、中成药-4.6%分化。关注益丰药房、大参林、老百姓、一心堂等。
  • 派无人机还不够，从太空视角看存储大厂产线建设情况，即将进入洁净室系统建设阶段，这几家公司将迎来业绩放量
    重点梳理美光在美国爱达荷州、纽约州、新加坡、日本广岛，以及台积电亚利桑那州项目的建设变化。遥感结果显示，各项目建设阶段和推进节奏存在差异，其中 Boise 及亚利桑那项目主体建设持续推进，纽约项目仍处建设初期，新加坡及日本项目逐步观测到新增建设量。随着项目由主体施工逐步进入洁净室、机电及厂务系统建设阶段，相关专业工程需求有望持续释放。相关公司：亚翔集成、圣晖集成、柏诚股份。
  • 一个被忽视的预期差，行业格局改善信号出现，国内份额冲67%，叠加出海景气，老大老二躺赢
    长江证券研报指出，扫地机行业暗藏预期差：国内TOP2（石头、科沃斯）份额Q2合计冲到67%（同比+10pct），追觅/云鲸下滑；海外Prime Day石头北美+30%、欧洲+24%，科沃斯海外出货+80%。未上市对手追觅因地方国资收紧融资转向战略收缩，8-9月新品季头部继续拉大优势。清洁电器出海景气+格局改善双拐点，石头、科沃斯迎修复。标的：石头科技、科沃斯。
  • 薄膜电容涨价5%-40%！新能源车、光伏储能、AI服务器等需求强劲，国产厂商快速崛起
    天风证券研报指出，2026年以来，电容器行业在成本端普遍承压的同时，需求端则因AI服务器、新能源汽车、光伏储能等领域的旺盛需求而持续走强，行业进入涨价周期。薄膜电容器等品类价格显著上调5%-20%左右，满足特定高性能要求的产品涨幅更高达40%以上。关注法拉电子、、铜峰电子、江海股份等。
  • 资金再平衡中顺位领先的板块，有业绩兑现+估值性价比+订单复苏支撑，预计下半年各业务订单优于上半年
    中邮证券研报指出，CXO板块这波行情有业绩撑着，不是瞎炒。全球医药投融资上半年同比大涨58.5%，海外CXO龙头纷纷上调业绩指引，国内药明康德、康龙化成、昭衍新药半年报也很硬——昭衍净利翻了快9倍，康龙Q2收入和利润双双增长超20%。临床CRO这块，早期项目量价齐升，下半年签单旺季还要来。AI4S也在给整个研发链条加码，板块估值还在合理区间，上行趋势大概率能持续。标的：泰格医药，普蕊斯。
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刚刚更新
  • 秘鲁发生6.7级地震 震源深度100千米
    据央视新闻，中国地震台网正式测定：8月21日2时00分在秘鲁（南纬14.70度，西经73.30度）发生6.7级地震，震源深度100千米。
  • 法德意等六国发表联合声明 反对以色列推进“E1区”定居点项目
    据央视新闻，当地时间8月20日，法国、德国、意大利、挪威、荷兰和英国领导人发表联合声明，称以色列政府决定就约旦河西岸“E1区”定居点项目发布建设招标“不可接受”，敦促以方立即撤回相关项目，并停止扩大约旦河西岸定居点。声明称，“E1区”定居点项目将把约旦河西岸进一步分割，破坏巴勒斯坦领土的连续性，损害“两国方案”的前景。声明重申，以色列在约旦河西岸的定居点违反国际法。六国领导人同时呼吁企业不要参与相关建设项目投标，并警告企业应充分考虑可能面临的法律和声誉风险，包括成为严重违反国际法行为共犯的风险。声明表示，六国将继续致力于推动以“两国方案”为基础的全面、公正和持久和平。20日，埃及外交部、比利时外交大臣普雷沃亦发表声明，谴责以色列推进“E1区”定居点建设项目。
  • 报道：Anthropic的IPO规模料将追平SpaceX，甚至超越它
    据知情人士透露，Anthropic准备最快8月末递交美国IPO申请。该公司CFO Rao近期牵头向投资者介绍相关情况。Anthropic的IPO规模料将追平马斯克旗下太空探索公司SpaceX所创历史纪录，甚至超越后者。
  • 美国住房可负担性指标自2023年以来首次恶化
    美国住房可负担性的一个关键指标近三年来首次出现恶化，原因是借贷成本上升，吞噬了新购房者更大比例的收入。根据全美住宅建筑商协会（NAHB）和富国银行周四公布的数据，今年第二季度，购买一套中位价41.07万美元住房的月供，占典型家庭收入的34%。这一比例高于一季度的32%，逆转了自2025年初以来录得的部分改善。
  • 吉尔吉斯斯坦欢迎中方对吉公民实施过境免签政策
    吉尔吉斯斯坦总统办公厅20日在社交媒体发表声明说，吉方欢迎中方将吉尔吉斯斯坦纳入240小时过境免签和海南30天入境免签政策适用国家范围。吉总统办公厅对外政策局局长阿布杜穆塔利普在声明中说，相信这一举措将为两国发展贸易和旅游合作创造条件。中国国家移民管理局8月20日发布公告，自2026年8月20日起，吉尔吉斯斯坦、越南公民可适用240小时过境免签政策和海南30天入境免签政策来华。至此，240小时过境免签政策适用国家增至57国，海南30天入境免签政策适用国家增至61国。
  • 花旗下调美元短期预期
    花旗集团的货币策略师近期转为看空美元，原因是市场正在为美联储鹰派立场减弱、中期选举以及美国财政部扩大债务回购做准备。由Daniel Tobon领导的花旗策略师在周四的一份研究报告中写道，该团队将未来三个月美元指数预测从102.12下调至98.34。这一转变发生在该行发出警告之后：美国财政部长斯科特·贝森特为压低长期借贷成本而采取的最新举措——扩大10至30年期国债的回购规模——可能会以美元走弱为代价。此前一天，美元指数一度跌至5月以来最低水平，随后基本持平于98.9。Tobon等人表示，近几个月来他们对美元的立场”更为中性”，并警告称未来几个月风险可能会上升。
  • 尼日利亚发生沉船事故 造成至少40人死亡
    尼日利亚西北部索科托州发生一起严重沉船事故。一艘载有70余人的木船在渡河时倾覆，目前已造成至少40人遇难。尼日利亚国家内河航道管理局区域经理阿卜杜勒卡迪尔·优素福证实，事故发生在索科托州戈罗尼奥地方政府区的戈劳镇。据了解，船上乘客主要是附近前往稻田干活的农户和受雇收割水稻的工人，事发时船只处于严重超载状态。目前，当地政府对失踪乘客的搜寻工作仍在进行中，预计伤亡人数还可能上升。
  • 《给阿嬷的情书》在缅甸首映
    中国电影《给阿嬷的情书》20日在缅甸仰光首映，中缅两国各界人士200余人观影。这部影片以潮汕方言为主，围绕“侨批”主线，讲述老一辈华侨下南洋谋生时与家乡亲人彼此牵挂、守望相助的故事。集华侨家书和汇款凭证同体的“银信合封”被称为“侨批”，是上个世纪南洋华侨与故乡通信的主要方式。据悉，该影片由缅甸院线引进，配有中英缅三语字幕，21日将在仰光和曼德勒的多家影院公映。
  • 乌基辅一商务中心因无人机残骸坠落起火 致1死2伤
    乌克兰基辅市长克利奇科20日表示，当天基辅市一栋商务中心因无人机残骸坠落起火，造成1人死亡、2人受伤。
  • 美财长：24日举行新闻发布会阐述针对伊朗的行动
    据央视新闻，当地时间8月20日，美国财政部长贝森特表示，他将于24日举行新闻发布会，具体阐述美国针对伊朗的行动计划。美国总统唐纳德·特朗普19日警告称，任何向伊朗提供“任何形式生命线”的国家都将面临经济后果。贝森特称，“我们掌握非对称信息，我不确定为什么石油问题会成为关注焦点，如果我们施加最大程度的经济压力，那就意味着不太可能爆发大规模的军事冲突。”
  • 埃及、卡塔尔和土耳其发表联合声明 谴责以色列袭击加沙
    据央视新闻，当地时间20日，埃及、卡塔尔和土耳其三国作为加沙问题调解方，就以色列近期在加沙地带发动的袭击发表联合声明。声明强烈谴责以色列的袭击行为，以色列的袭击造成包括巴勒斯坦妇女和儿童在内的平民伤亡，三国对以色列持续发生的违反停火协议的行为表示密切关注。三国强调，以色列袭击行为的升级破坏了当前关键时刻的区域和国际努力。当前，各方正在积极努力落实结束加沙冲突的全面计划，以及在谈判进程中采取建设性措施。三国强调，以色列必须全面遵守停火协议规定的所有义务，并避免采取任何可能削弱停火或导致紧张局势升级的行动。
  • 重要
    纳指跌幅达1%
    纳指跌幅达1%，道指跌0.8%，标普500指数跌0.4%。
  • 欧洲三大股指收盘涨跌不一
    德国DAX指数跌0.33%，法国CAC40指数跌0.36%，英国富时100指数涨0.13%。
  • 伊朗外交部谴责美国对伊实施新一轮经济制裁
    据央视新闻，当地时间20日，伊朗外交部就美国对伊朗实施新一轮经济制裁发表声明，谴责美方扩大针对伊朗的经济和贸易制裁。声明称，美方相关制裁措施违反国际法和《联合国宪章》基本原则，对伊朗国家主权和民众权益造成影响。伊朗外交部认为，持续通过经济制裁和施压无法实现美方目标，只会进一步加剧双方对立。声明表示，伊朗将继续采取措施维护国家安全和利益，并应对来自美国的经济、政治等方面压力。
  • 特朗普说白宫立法事务主任布雷德将离职
    据新华社，美国总统特朗普20日在社交媒体发文，宣布白宫立法事务主任詹姆斯·布雷德将于9月离职。另据报道，布雷德是白宫负责与国会联络的高级助理。
  • 重要
    贝森特：国债回购规模可能超过此前宣布的40亿美元
    据报道，美国财长贝森特表示，国债回购规模可能超过此前宣布的40亿美元。
  • 国内商品期货夜盘收盘
    燃油涨1.72%，棉花涨0.06%，玻璃跌1.2%，纯碱跌0.58%，螺纹钢涨0.3%，热卷跌0.12%，焦炭跌0.02%，甲醇涨0.95%，焦煤跌1.48%，铁矿石涨0.07%。（AI生成）
  • 现货白银日内涨幅扩大至2%
    现货白银日内涨幅扩大至2%，报68.3美元/盎司。
  • 刘国洪会见联合国粮农组织总干事屈冬玉
    8月19日，自然资源部党组书记刘国洪在京会见联合国粮农组织总干事屈冬玉一行。双方就进一步加强自然资源保护与可持续利用等领域务实合作进行了交流。刘国洪就下一步深化合作表示，将推动双方续签合作谅解备忘录；深化地理信息技术赋能农业、林业、渔业可持续发展等务实项目合作，积极参与联合国粮农组织“手拉手”倡议实施；分享中国在耕地保护、荒漠化综合防治、“三北”工程建设、海洋生物多样性保护等方面的生态保护修复经验，以及绿色富民产业发展路径；拓展国际红树林中心与粮农组织的合作空间，共同推动全球湿地生态系统的保护修复；协调推动中国城市加入“绿色城市”倡议网络。
  • 现货白银向上触及68美元/盎司
    现货白银向上触及68美元/盎司，日内上涨1.54%，创6月18日以来新高。
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    蒸汽与机械的浪潮中，谁能触及非凡？历史和黑暗的迷雾里，又是谁在耳语？我从诡秘中醒来，睁眼看见这个世界： 枪械，大炮，巨舰，飞空艇，差分机；魔药，占卜，诅咒，倒吊人，封印物……光明依旧照耀，神秘从未远离，这是一段“愚者”的传说。作者：爱潜水的乌贼, 类型：奇幻
  • 039.8万
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    结婚七年，封庭深待她冷漠如冰，容辞一直微笑面对。因为她深爱着他。也相信终有一天，她能将他的心焐热。可她等来的却是他对另一个女人的一见钟情，呵护备至。她依旧苦苦坚守他们的婚姻。直到她生日当天，千里迢迢飞国外找他和女儿，他却带着女儿去陪那个女人，丢她一个人独守空房。她终于彻底死心。看着亲手带大的女儿要别的女人做她妈妈，容辞也不再心疼。拟好离婚协议，放弃抚养权，她潇洒离去，从此对他们父女不闻不问，坐等离婚证办下来。放弃家庭，回归事业，昔日被所有人看不起的她轻易挣得过千亿的身家。然而她左等右等，离婚证没办下来不说，昔日不愿回家的男人回家次数却越来越频繁，对她也越粘越紧。得知她要离婚，向来矜贵冷漠的男人将她堵在墙角：“离婚？不可能的事。”作者：云中觅, 类型：现代言情
  • 049.1万
    牧神记
    大墟的祖训说，天黑，别出门。大墟残老村的老弱病残们从江边捡到了一个婴儿，取名秦牧，含辛茹苦将他养大。这一天夜幕降临，黑暗笼罩大墟，秦牧走出了家门……做个春风中荡漾的反派吧！瞎子对他说。秦牧的反派之路，正在崛起！书友群：600290060，624672265，VIP群：663057414（有验证）普通群：424940671作者：宅猪, 类型：玄幻
  • 058.7万
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    十大仙帝之一，因得重宝吞天神鼎，遭围攻惨死；携神鼎重生归来，吞四海，容八荒…一代邪神，踏天血洗仙界！关注微信公众号搜索：《铁马飞桥》点击关注，不定时有剧情方面的更新！公布一个群号：224382518作者：铁马飞桥, 类型：玄幻
  • 068.4万
    极品家丁
    【本书阅读方法】参考《唐伯虎点秋香》！　　年轻的销售经理，因为一次意外经历，来到了一个完全不同的世界，成为萧家大宅里一名光荣的——家丁!　　暮晓春来迟　　先于百花知　　岁岁种桃树　　开在断肠时　　......　　《桃花诗》，属于三哥！作者：禹岩, 类型：历史
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    是丹帝重生？是融合灵魂？被盗走灵根、灵血、灵骨的三无少年——龙尘，凭借着记忆中的炼丹神术，修行神秘功法九星霸体诀，拨开重重迷雾，解开惊天之局。 手掌天地乾坤，脚踏日月星辰，勾搭各色美女，镇压恶鬼邪神。 江湖传闻：龙尘一到，地吼天啸。龙尘一出，鬼泣神哭。作者：平凡魔术师, 类型：玄幻
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    一个普通山村小子，偶然下进入到当地江湖小门派，成了一名记名弟子。他以这样身份，如何在门派中立足,如何以平庸的资质进入到修仙者的行列，从而笑傲三界之中！　　 诸位道友，忘语新书《大梦主》，经在起点中文网上传了，欢迎大家继续支持哦！作者：忘语, 类型：玄幻
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    【全家读心术+炮灰+团宠+大佬穿书+扮猪吃虎+爽文】陆朝朝穿书了。　　穿成出生被溺毙，还被女主顶替了身份的炮灰。女主大义灭亲，举报养母和外祖父通敌卖国，害的全家灭门。　　女主接回亲娘，和渣爹金蝉脱壳，和和美美过一生。　　只陆朝朝全家，皆为垫脚石。　　陆朝朝看着被PUA多年的娘亲【娘啊，你心爱的相公在等外室生孩子呢。】　　恋爱脑母亲清醒了！　　陆朝朝看着残疾大哥叹气：【大哥，你被人灌尿，钻胯，活脱脱美强惨啊！好在，你这腿我能治！】　　转头，大哥连中三元，将满京才子踩在脚下。　　【二哥啊，你所信非人。你的挚友，乃渣爹的外室子！】　　【三哥啊，你被人刻意养废，不学无术，好赌成性，最后做成了人彘呢。】　　陆朝朝吐槽着，发现全家逆天改命了。　　渣男被休，三个哥哥成了人中龙凤！　　连叼着奶瓶的她，都被全天下追捧！作者：夏声声, 类型：古代言情
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    修罗武神
    论潜力，不算天才，可玄功武技，皆可无师自通。 论实力，任凭你有万千至宝，但定不敌我界灵大军。 我是谁？天下众生视我为修罗，却不知，我以修罗成武神。作者：善良的蜜蜂, 类型：玄幻
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    继《九鼎记》《盘龙》《星辰变》《寸芒》《星峰传说》后，番茄的第六本书！——————简介：星空中。“这颗星球，通体土黄色，没有任何生命存在，咦，竟然蕴含‘星泪金’矿脉，真是天助我也，将这颗星球吞噬掉后，我的实力应该能恢复到受伤前的80％。”脸色苍白的罗峰盘膝坐在一颗飞行的陨石上，遥看远处的一颗无生命存在的行星。——————番茄第六部小说《吞噬星空》，将为大家展现出一个浩瀚广阔、神秘莫测的未来世界。。作者：我吃西红柿, 类型：科幻
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    番茄的第十本小说。————我叫孟川，今年十五岁，是东宁府“镜湖道院”的当代大师兄。作者：我吃西红柿, 类型：玄幻
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    这是一个读书人掌握天地之力的世界。　　才气在身，诗可杀敌，词能灭军，文章安天下。　　秀才提笔，纸上谈兵；举人杀敌，出口成章；进士一怒，唇枪舌剑。　　圣人驾临，口诛笔伐，可诛人，可判天子无道，以一敌国。　　此时，圣院把持文位，国君掌官位，十国相争，蛮族虎视，群妖作乱。　　此时，无唐诗大兴，无宋词鼎盛，无创新文章，百年无新圣。　　一个默默无闻的寒门子弟，被人砸破头后，挟传世诗词，书惊圣文章，踏上至圣之路。　　感谢阅文官方书评团提供书评支持！作者：永恒之火, 类型：玄幻
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    少时光阴长，泼酒翻红巷。权为砖墙利为瓦，宾朋倚满帐。醒来恨日短，大梦二十转。忽觉同行常八九，真心无二三。噫吁兮，听雪孤舟上，坐看天地远。作者：会说话的肘子, 类型：玄幻
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    【全网超火爆的网络小说】掌劈天宫镇日月，剑斩幽冥踏九霄，世间凡人万万亿，修罗成神我最狂！本天之骄子，被小人陷害，惨遭家族遗弃。落入凡界后，天赋觉醒，我楚枫，誓要杀回九天之上，夺回属于我的一切！众生视我如修罗，却不知，我以修罗成武神！作者：无风胜有风, 类型：玄幻
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    她侍奉公婆，以自己的嫁妆补贴将军府，却换来他以一身战功求娶女将军为平妻。战北望讥讽：宋惜惜，你可知你的锦衣玉食珠光宝气，全靠本将军和易昉抵御蛮敌浴血奋战得来的？你永远都成为不了易昉那样飒爽威风的女将，你只懂得弄青巧，再与一堆夫人交流内宅阴损手段。宋惜惜转身离开，策马上了战场，她本是将门之后，只不过为你战北望洗手做羹汤，不代表她拿不起长枪了。作者：六月, 类型：古代言情
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