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新兴市场
巴西全国工业联合会调查显示，8月工业生产变化指数为46.3点，较7月下降4.7点，低于50点荣枯线，为2015年以来8月最低水平。工业活动放缓背景下，市场预期巴西年内仍有...（China News Service）〔证据:317535〕 关键事件：巴西8月工业生产指数降至46.3 市场预期年内仍有降息空间（China News Service）〔证据:317535〕
信源画像
来源覆盖
最近更新: 2026-09-22
来源数
49
大陆
2
港澳台
0
海外
47
官媒/官方
4
非官媒
45
聚合源
2
优先原始报道
47
中文覆盖
2
英文覆盖
24
参考链接
163
国家 / 地区: Australia / Brazil / Canada / China / EU / France / Germany / India / Indonesia / International / Iran / Japan / Qatar / Russia / South Korea / Turkey / UK / USA
来源样本
Xinhua Finance · 大陆 / 官方China News Service · 大陆 / 官方Yahoo News - World · 海外 / 聚合RT News · 海外 / 媒体France 24 #2 · 海外 / 媒体Die Zeit Politics · 海外 / 媒体Google News - World · 海外 / 聚合The Hindu · 海外 / 媒体France 24 - France News · 海外 / 媒体Al Jazeera Middle East · 海外 / 媒体The Hindu BusinessLine · 海外 / 媒体The New York Times · 海外 / 商业媒体
来源样本来自本期引用与配置元数据，用于追溯覆盖，不代表背书或投资建议。
覆盖差异
覆盖差异
仅基于来源结构生成的规则观察，不包含立场判断。
覆盖以海外信源为主
提示当前窗口内海外信源 47 个，大陆信源 2 个。
英文覆盖多于中文覆盖
提示当前窗口内英文信源 24 个，中文信源 2 个。
研究投影
研究投影
关联品种: AU黄金 / EC欧线集运 / PS多晶硅 / PM普麦
跟踪状态: 跟踪中 20 / 待复核 28
生命周期建议: 继续跟踪 · 近期报道仍密集
最近检查点
- PM 1y · 跟踪中 · scheduled_long_horizon_checkpoint
- PM 6m · 跟踪中 · scheduled_long_horizon_checkpoint
- PM 3m · 待复核 · entry_bar_missing_backfill_required
- PM 1m · 待复核 · entry_bar_missing_backfill_required
2026-09-22
2026-09-22
进展要点
- 巴西全国工业联合会调查显示，8月工业生产变化指数为46.3点，较7月下降4.7点，低于50点荣枯线，为2015年以来8月最低水平。工业活动放缓背景下，市场预期巴西年内仍有...（China News Service）〔证据:317535〕
关键事件
- 巴西8月工业生产指数降至46.3 市场预期年内仍有降息空间（China News Service）〔证据:317535〕
来源
Xinhua Finance / China News Service / Yahoo News - World / RT News / France 24 #2 / Die Zeit Politics / Google News - World / The Hindu / France 24 - France News / Al Jazeera Middle East / The Hindu BusinessLine / The New York Times / ANTARA News Jawa Timur / Press Information Bureau (PIB) - Government of India / France 24 #3
参考链接
- [1] https://uk.news.yahoo.com/houthis-push-control-yemen-highlands-110616361.html
- [2] https://www.xinhuanet.com/fortune/20260922/c276665a01374395a5884e1a48e34fef/c.html
- [3] https://www.rt.com/news/646055-trump-considering-blowing-up-iran/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [4] https://www.france24.com/en/france-government-hosts-energy-meeting-amid-fuel-price-tensions
- [5] https://www.zeit.de/politik/ausland/2026-09/kali-belarus-usa-kanada-handelsstreit-donald-trump
- [6] https://news.google.com/rss/articles/CBMiwAFBVV95cUxOM0ZqN3BCT1Q3OXIxNWE5Vl9GVHVTNHNJWUgwdEIwNnQ5OHlPN0lmc0R3RHRubUUzdFB0bGVVZTZrVURNMWRkREczMlNuaGgxS0pyLUVvZ0FRZVpFeE9XdExBcXJtWXM5c01wSVFCRndLelVBNnU3WFFOX2lUTE82NzdzdGxUOXRuTzZWclp1b0JFQUxqcmctUmNKUW1PZWUtOV93M2lnX2NPN2ItZXUtT2lGbHo5cHRrSHRPcFBKa0w?oc=5
- [7] https://www.thehindu.com/infographics/2026-09-21/india-us-tariffs-fta-export-dependence/index.html
- [8] https://www.france24.com/fr/%C3%A9missions/les-cl%C3%A9s-de-l-info/20260921-carburants-pourquoi-paie-t-on-si-cher-en-france
- [9] https://www.chinanews.com.cn/gj/2026/09-22/10701195.shtml
- [10] https://www.aljazeera.com/economy/2026/9/21/faa-halts-flights-to-major-us-east-coast-airports-amid-outage?traffic_source=rss
- [11] https://www.thehindubusinessline.com/economy/india-new-zealand-fta-to-kick-in-on-oct-20-with-zero-tariffs-on-indian-goods/article71492439.ece
- [12] https://www.nytimes.com/2026/09/21/world/middleeast/yemen-houthis-saudi-war.html
- [13] https://jatim.antaranews.com/berita/1100667/bahlil-sebut-pnbp-minerba-naik-meski-pemerintah-pangkas-kuota-produksi
- [14] https://pib.gov.in/PressReleaseIframePage.aspx?PRID=2313222
- [15] https://finance.yahoo.com/energy/article/gas-prices-are-higher-than-theyve-ever-been-at-this-point-in-recent-election-cycles-185840023.html
- [16] https://www.france24.com/en/middle-east/20260921-projectile-hits-tanker-as-it-enters-the-strait-of-hormuz
- [17] https://www.rt.com/news/646030-saudi-arabia-houthis-strikes/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [18] https://www.zeit.de/news/2026-09/21/regierung-drueckt-beim-tankrabatt-aufs-tempo
- [19] https://www.rt.com/news/646048-hungary-russian-energy-us-sanctions/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [20] https://www.zeit.de/politik/deutschland/2026-09/tankrabatt-energiesteuer-benzin-diesel-bundesregierung
- [21] https://www.france24.com/fr/moyen-orient/20260921-d%C3%A9troit-d-ormuz-un-navire-touch%C3%A9-apr%C3%A8s-de-nouvelles-menaces-des-gardiens-iraniens
- [22] https://www.chinanews.com.cn/gj/2026/09-22/10701201.shtml
- [23] https://www.thehindu.com/videos/india-new-zealand-fta-to-come-into-force-on-october-20/article71492785.ece
- [24] https://www.aljazeera.com/economy/2026/9/21/us-threatens-to-ground-iranian-airlines-worldwide-from-wednesday?traffic_source=rss
- [25] https://www.nytimes.com/2026/09/21/business/economy/trump-xi-china-trade.html
- [26] https://www.thehindu.com/news/international/us-treasury-chief-says-iran-airlines-to-be-shut-down-sept-23/article71491890.ece
- [27] https://www.chinanews.com.cn/gn/2026/09-21/10701128.shtml
2026-09-01
2026-09-01
进展要点
- 印度经济在2024-25财年第一季度（4月至6月）同比增长7.8%，主要受制造业和服务业强劲表现推动，国内需求、投资和出口均有显著增长。（Times of India）
关键事件
- 印度Q1经济增长7.8%，制造业服务业强劲（Times of India）
关联路径
India GDP growth / EM risk appetite / commodity demand
来源
Xinhua Finance / Al Jazeera Middle East / Google News - World / The New York Times / France 24 #2 / BBC News (Top) / RT News / BBC News (Business) / Times of India / Die Zeit Politics / The Hindu / France 24 #3
参考链接
- [1] https://www.xinhuanet.com/fortune/20260901/d7891a3e3d9c497d94fea26a402db8ec/c.html
- [2] https://www.aljazeera.com/video/newsfeed/2026/8/31/war-on-iran-us-bombs-iran?traffic_source=rss
- [3] https://news.google.com/rss/articles/CBMijwFBVV95cUxQWUV3N3pka3VwNzBqTDlCV19ZZ0QtMXRpOHBLLU9aRjVuMUpLa3hqOWtSdE1uNkRoZHV6QW50dkZDdjUxaUNXWUJxNkhETS1PTW1CREt0b3R0WUdWbU1ZUlhCakN1WTJJVlZCNF9hQm5xdjVaU2dyeEZ1eFRyZF9TRG9aODNGc25JNjBleV82RQ?oc=5
- [4] https://www.nytimes.com/2026/08/31/us/politics/us-strikes-iran-new-naval-mine.html
- [5] https://www.france24.com/en/middle-east/20260831-trump-threatens-to-hit-iran-hard-as-strikes-resume-after-month-long-lull
- [6] https://www.bbc.co.uk/news/articles/cx2z72x5z1po?at_medium=RSS&at_campaign=rss
- [7] https://www.rt.com/news/644900-iran-us-attack-response-marandi/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [8] https://www.bbc.co.uk/news/articles/cx2zlwe7qj1o?at_medium=RSS&at_campaign=rss
- [9] https://timesofindia.indiatimes.com/world/us/jd-vance-says-donald-trumps-dramatic-kharg-island-post-was-meant-as-a-signal-to-iran/articleshow/133658179.cms
- [10] https://www.zeit.de/wirtschaft/2026-08/eu-einfuhrstopp-fleisch-brasilien-antibiotika-importe-mercosur
- [11] https://www.thehindu.com/news/national/september-rainfall-to-be-below-normal-says-imd/article71411794.ece
- [12] https://news.google.com/rss/articles/CBMikAFBVV95cUxOX3VPTi0xVlBhMThyb19kVkpfWmJ5Q054dGxfeEFUMFFlN1NGZ2pwYU82ei03S28yNHJSc1lsampHMnFJYXpQbjJSR1hGNWpNT3pUTC05V1dhT1BfTTVQVkd1eF9BSU45bU1udS01QXRhdHdaY0pfUS1NZ0tac2JoeTlvSW9nVkNHdjRrbUZpN1o?oc=5
- [13] https://www.france24.com/en/trump-vows-to-hit-back-hard-after-first-exchange-of-fire-with-iran-in-weeks
- [14] https://news.google.com/rss/articles/CBMikwFBVV95cUxOV1plUTdURzB6UWVhUndXQW5malFpWXlzMnNLcU1wcWw0SE5vRm40THZndi1uQkZrT1BMajQtNjJna1VxbHRHOUduazNVNGQ2c1BYa2VaMldJaVZXeVRBcUp0OXkwQ1hwX1NUU05VTER3X0hrN2hXWG1FenI1X0k0cXk0UHlZLWRNQWxnVU5qZ1g3bk3SAZgBQVVfeXFMUDA5amdPaWZfWFAwMTRLcXl1RDlraW0wMlRlMEQ2aWhyUFg4U1BtR2E3TGl4LWhNZ0FQSGgwc3NsYUZXWUk0b1VxbW56TlgwMk14bVZ5Q0JfRDhCTWF4QWNZVmM2eE1BV0EyUjhXMzFNVHBGWnRyNTRxRFdyNVRzbkhmcDBSZmZpYTJwTEtuSndjUXpISGZOYmM?oc=5
- [15] https://www.france24.com/fr/vid%C3%A9o/20260831-les-%C3%A9tats-unis-et-le-venezuela-annoncent-un-accord-p%C3%A9trolier-historique
- [16] https://www.aljazeera.com/news/2026/8/31/war-and-heat-why-are-wheat-prices-soaring?traffic_source=rss
- [17] https://www.rt.com/news/644934-turkiye-russia-ukraine-atacms/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [18] https://www.aljazeera.com/economy/2026/8/31/vance-says-trump-sending-a-message-to-iran-with-ai-generated-video?traffic_source=rss
- [19] https://timesofindia.indiatimes.com/india/imd-predicts-below-normal-rainfall-over-country-in-september/articleshow/133662921.cms
- [20] https://www.rt.com/news/644907-russian-fertilizers-us-imports/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [21] https://timesofindia.indiatimes.com/business/india-business/economy-grew-7-8-in-q1-despite-iran-crisis-and-el-nino-conditions/articleshow/133662895.cms
- [22] https://www.xinhuanet.com/fortune/20260901/7f6faea42da84672b3dbaa900e683feb/c.html
2026-07-01
2026-07-01
进展要点
- 韩元兑美元汇率盘中突破1550韩元，创2009年3月以来最高收盘价，受外资大规模抛售韩国股票、美国高利率预期及日元贬值至40年低点共同推动。（Yonhap News TV）
关键事件
- 韩元兑美元汇率盘中突破1550，外资抛售与日元贬值施压（Yonhap News TV）
关联路径
USD strength / EM FX depreciation / capital outflow
来源
China News Service / Yonhap News TV / Times of India / Google News - World / Al Jazeera Middle East / The New York Times / Global Issues News / The Hindu / Yahoo News - World / ANTARA News / Yonhap News Agency / Der Spiegel International
参考链接
- [1] https://www.yonhapnewstv.co.kr/news/MYH202607010850442qy
- [2] https://www.chinanews.com.cn/gj/2026/07-01/10650307.shtml
- [3] https://timesofindia.indiatimes.com/world/middle-east/ready-for-war-iran-draws-red-line-for-us-says-no-final-talks-until-mou-terms-are-met/articleshow/132101599.cms
- [4] https://news.google.com/rss/articles/CBMijgFBVV95cUxNZEdXXzVMUmJGZERrSXRVNF9LOTdhOUxtZXVtaDFsem1BWlVFRFp5cXc4bTh2NzdPaE5tczBLeEVwNmNjNHRIS1pLYUpNWjRldFpxRl9HaU9EUndraFZMSDlYOHJxbm1lWUx2ckxBR3F6MGgxSEc2NlQ5U3p3LUh3ZVVFOWtSWkU4ZXZrakdR?oc=5
- [5] https://www.aljazeera.com/video/newsfeed/2026/6/30/russias-fuel-crisis-deepens-following-ukrainian-drone-strikes?traffic_source=rss
- [6] https://www.nytimes.com/2026/06/30/world/middleeast/iran-war-oman-strait-hormuz-fee-ships.html
- [7] https://www.globalissues.org/news/2026/06/30/43450
- [8] https://www.thehindu.com/business/surge-in-ship-traffic-across-strait-of-hormuz-as-iran-oman-talk/article71166788.ece
- [9] https://finance.yahoo.com/news/yen-hits-40-low-clock-010137784.html
- [10] https://www.antaranews.com/berita/5629572/menkeu-as-klaim-iran-belum-bisa-jual-minyak-ke-pembeli-selain-china
- [11] https://en.yna.co.kr/view/AEN20260701001700320
- [12] https://www.spiegel.de/wirtschaft/temu-shein-co-auf-billiglieferungen-aus-asien-wird-jetzt-zoll-faellig-a-1d7879a6-f2a6-4a55-b808-5be665d0b3c2
- [13] https://timesofindia.indiatimes.com/india/free-navigation-in-hormuz-essential-pm-modi-to-iran-president-masoud-pezeshkian/articleshow/132101358.cms
- [14] https://news.google.com/rss/articles/CBMikAFBVV95cUxQb2p2djNjY0JQWEFJd3pmRGNkdXlMU1lWRzZsdnpNS0lveUZkTXMtSVpySmtKOFQ2NjZmaXNodWxHcjNlY2dINTROcnQ3elVCbUoyMkc0TTdEWGhjWm4wNEwycm54ZnllVkhSSEt2NHlYeVpxVTFMN1RVV0ZNcVJWVUNLZWNkeG5RSDh0M293dUs?oc=5
- [15] https://news.google.com/rss/articles/CBMimgFBVV95cUxQWU5DMS1mNG9RNm8yTTkzclFNMWVNRmtCNmI0M1kxdEF4RkdrTlJBV1lCeTFpUGVFcDVRRzdoSDZBYkJYbWRKaEJOWTBwREZUS3ZEMFlCYWU3N2F3eGREWHJBM0l4Q09lLWItS3VvenpzUjlJbTAyc0pzNi1zaVNKS1FwTTF3MUkxX2FTX1k0LUcyTm4xMkxscmd3?oc=5
- [16] https://www.yonhapnewstv.co.kr/news/AKR20260701062203CdI
- [17] https://www.thehindu.com/business/Industry/export-duty-on-diesel-atf-reduced-petrol-increased/article71167106.ece
- [18] https://www.aljazeera.com/news/2026/6/30/how-severe-is-russias-energy-shortage-because-of-ukrainian-strikes?traffic_source=rss
- [19] https://www.yonhapnewstv.co.kr/news/MYH20260630222930ztm
- [20] https://timesofindia.indiatimes.com/world/middle-east/hands-off-strait-of-hormuz-iran-says-foreign-intervention-will-only-complicate-issues/articleshow/132093679.cms
- [21] https://www.aljazeera.com/news/liveblog/2026/7/1/iran-war-live-qatars-pm-meets-us-envoys-tehran-holds-firm-on-conditions?traffic_source=rss
- [22] https://www.chinanews.com.cn/gj/2026/07-01/10650316.shtml
2026-06-07
2026-06-07
进展要点
- 韩元兑美元汇率在夜盘交易中突破1560韩元，创下2009年全球金融危机以来最高水平。外资抛售股票和中东战争长期化导致韩元贬值压力加大，美元走强进一步推高汇率。（Yonhap News TV）
关键事件
- 韩元兑美元汇率突破1560韩元，创金融危机以来新高（Yonhap News TV）
关联路径
USD strength / KRW depreciation / EM FX risk-off
来源
Yonhap News TV / Mehr News Agency / El País Internacional / Times of India / Google News - World / Yahoo News - World / France 24 #3 / Le Monde International / Index.hu - Külföld / Global News / The Independent / n-tv Politik / Global Issues News / Poder360 / SIC Notícias / France 24 #2
参考链接
- [1] https://www.yonhapnewstv.co.kr/news/MYH20260607085622nBI
- [2] https://en.mehrnews.com/news/245062/Iran-retaliates-against-US-attacks-warns-full-Hormuz-closure
- [3] https://elpais.com/internacional/2026-06-06/iran-ataca-kuwait-y-barein-con-misiles-despues-de-que-estados-unidos-golpeara-sus-radares-en-el-ormuz.html
- [4] https://timesofindia.indiatimes.com/world/middle-east/us-attacks-iran-radar-sites-as-drones-fly-towards-hormuz/articleshow/131560804.cms
- [5] https://news.google.com/rss/articles/CBMimAFBVV95cUxPelJMTjAxUFhxdHBqeU9KN3lhbkFhM182azlzVHpGTDZXaGkyaDFNT0Vzc2ZBT1BJTnpiTm9XalZjOVhaWGN6YjJjXzBBZ2lrQW52bFhZZmw4OHFSYWVRcUpwenVEckFlSkY5NGx1bFM2dDVuUUlPQ1M1UTgtX094dlhHOUs1bVU3NlFBRmFuLThRN0dtUE9yWg?oc=5
- [6] https://www.yahoo.com/news/articles/us-attacks-iranian-coastal-sites-000159581.html
- [7] https://www.france24.com/fr/moyen-orient/20260606-l-iran-cible-le-kowe%C3%AFt-et-bahre%C3%AFn-en-riposte-%C3%A0-des-frappes-am%C3%A9ricaines
- [8] https://www.lemonde.fr/international/live/2026/06/06/en-direct-moyen-orient-israel-dit-avoir-vise-150-sites-lies-au-hezbollah-en-deux-jours-dans-le-sud-du-liban_6697888_3210.html
- [9] https://index.hu/kulfold/2026/06/06/iran-egyesult-allamok-bahrein-kuvait-tamaszpont-tamadas-haboru
- [10] https://globalnews.ca/news/11893265/us-iran-us
- [11] https://www.independent.co.uk/news/world/middle-east/iran-us-war-live-trump-strikes-drones-israel-kuwait-b2990907.html
- [12] https://www.n-tv.de/politik/Iran-Krieg-Kuwait-meldet-feindliche-Angriffe-Raketenalarm-in-Bahrain-id30898655.html
- [13] https://www.globalissues.org/news/2026/06/05/43226
- [14] https://www.poder360.com.br/poder-agro/faesp-cobra-reacao-do-governo-contra-restricao-da-ue-a-carne-do-brasil
- [15] https://sicnoticias.pt/mundo/medio-oriente/2026-06-06-video-guerra-sem-fim-a-vista-cessar-fogo-volta-a-ser-violado-com-troca-de-fogo-entre-irao-e-estados-unidos-5aee01a1
- [16] https://www.yonhapnewstv.co.kr/news/MYH20260607083805LjB
- [17] https://en.mehrnews.com/news/245092/Explosion-reported-near-Kharg-Island-in-Persian-Gulf-Report
- [18] https://en.mehrnews.com/news/245090/Satellite-images-show-drone-hangars-at-US-base-shattered
- [19] https://www.france24.com/en/middle-east/20260606-iran-targets-bahrain-and-kuwait-after-new-us-strikes
- [20] https://www.france24.com/fr/vid%C3%A9o/20260606-frappes-us-contre-des-radars-iraniens-l-iran-cible-le-kowe%C3%AFt-et-bahre%C3%AFn
- [21] https://www.n-tv.de/politik/US-Militaer-greift-iranische-Radarstationen-an-id30898474.html
- [22] https://www.lemonde.fr/international/live/2026/06/06/en-direct-moyen-orient-l-iran-denonce-une-violation-flagrante-du-cessez-le-feu-apres-des-bombardements-americains-sur-ses-installations-radar_6697888_3210.html
2026-06-05
2026-06-05
进展要点
- 韩元兑美元汇率开盘报1530韩元，为2009年全球金融危机以来首次，收盘报1529.7韩元，连续13个交易日高于1500韩元。尽管当局口头干预，但受中东地缘政治风险、外资...（Yonhap News TV）
关键事件
- 韩元兑美元汇率开盘1530韩元，创金融危机后新高（Yonhap News TV）
关联路径
USD strength / EM FX weakness / risk-off sentiment
来源
Xinhua Finance / China News Service / ABC News / Yonhap News TV / RT News / France 24 #2 / Google News - World / Al Jazeera Middle East / Nikkei Asia / The Hindu / DW (Deutsche Welle) / Times of India / The New York Times
参考链接
- [1] https://www.xinhuanet.com/fortune/20260605/7973c1317fd1426bab5ffe07fa264bd2/c.html
- [2] https://abcnews.com/Business/trumps-sweeping-new-tariff-proposal/story?id=133584802
- [3] https://www.yonhapnewstv.co.kr/news/MYH20260605061817JZV
- [4] https://www.rt.com/news/640972-eu-hormuz-naval-mission/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [5] https://www.france24.com/en/tv-shows/middle-east-matters/20260604-strait-of-hormuz-oil-crisis-an-opportunity-for-syria
- [6] https://news.google.com/rss/articles/CBMixAFBVV95cUxOT003RTBZYjRUa3FHNEZweGRpNnM0VHhLQy1iY1lTSEVoQXl4NXgtVHN2RWhINktWRnd1SG9xZ09fYV9HLUJXT0ZnNDRBeko3S2tydXp6cmN2VHdndmxpLW84c2N1TmE2VURFTXUxQnc5WmJQLXQzalFVUllTLXpKX2steEc5dGJxWldFTlpzWURsa2M1cHgyOEN0YjNpOUxaY25SQmJ3cENONUwwNDJOZHVubS1vSHJDdEZWVTZudXlNd29P?oc=5
- [7] https://www.aljazeera.com/video/newsfeed/2026/6/4/hezbollah-rejects-us-brokered-ceasefire-deal-between-israel-and-lebanon?traffic_source=rss
- [8] https://asia.nikkei.com/business/energy/brazil-to-ramp-up-oil-output-as-asia-looks-for-iran-alternative
- [9] https://www.chinanews.com.cn/gj/2026/06-05/10634491.shtml
- [10] https://www.thehindu.com/news/international/in-open-letter-to-putin-zelenskyy-calls-for-meeting-and-ceasefire/article71062934.ece
- [11] https://www.dw.com/en/ukraine-s-zelenskyy-proposes-putin-meeting-on-ending-war/a-77427312?maca=en-rss-en-all-1573-rdf
- [12] https://timesofindia.indiatimes.com/india/el-nino-is-here-says-european-agency-amid-pacific-warming/articleshow/131516828.cms
- [13] https://www.nytimes.com/2026/06/04/climate/trump-coal-plants-funding.html
- [14] https://news.google.com/rss/articles/CBMiowFBVV95cUxPaFlaYlY3cW1haWpSUVNzWmZLV0VOTm9TaEM1UFdxdFBOSUJaWWJzS0x5VnZEaXpQNmZvX2JTLUhpb21jMnFEeVE2bERvRWl6cXl2cThpVTdHTThZUUhVQ2pXMTBrRnYyWXJCdW9DRXBCTWxXOHNLdTBrZVZOaXQ2N2lHQ3V0VkszYWZmNDhCb1gwQXBiaHRHZnlzTGMwTUtIeUtj?oc=5
- [15] https://news.google.com/rss/articles/CBMinwFBVV95cUxQXzhwX2s4YkZjdnpieUdhRmVDSjZMTnhabmdMMkpXWFFFcHRnLTBIQkpTLWtYaUdweTBTRnRfQVFTM0d3Z2R4SzdNaXIya09vZmpRbWRPM1p5UG15S3ZVWGJpcWFWZ19OekQtR2JfWFpWQ0ZDZVJNQk1VWGJwM2laVFhIRUYtOFBQa0NPcmJrRGhHQklaNU9HZkRwbmUwbm8?oc=5
- [16] https://www.rt.com/news/640955-trump-new-ceasefire-definition/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [17] https://www.yonhapnewstv.co.kr/news/MYH20260604224303UPC
- [18] https://www.yonhapnewstv.co.kr/news/AKR202606050922570pg
- [19] https://www.aljazeera.com/video/newsfeed/2026/6/4/lebanon-latest-hezbollah-rejects-us-plan-as-israel-continues-attacks?traffic_source=rss
- [20] https://www.france24.com/en/europe/20260604-zelensky-in-open-letter-to-putin-proposes-face-to-face-meeting-and-full-ceasefire
- [21] https://www.aljazeera.com/news/2026/6/4/saudi-energy-minister-call-for-stable-energy-sector-on-russia-visit?traffic_source=rss
- [22] https://www.france24.com/en/video/20260604-israel-s-defence-minister-says-military-operations-in-lebanon-will-continue-despite-ceasefire
2026-05-17
2026-05-17
进展要点
- 韩国KOSPI指数在短暂触及8000点历史高位后，因外资抛售暴跌逾6%，收于7493.18点。韩国交易所启动了卖盘侧车机制。（Yonhap News Agency BIZ）
关键事件
- 韩国KOSPI指数突破8000点后暴跌逾6%（Yonhap News Agency BIZ）
关联路径
KOSPI crash / EM risk aversion / safe-haven flows
来源
Al Jazeera Middle East / Le Monde International / The New York Times / Neue Osnabrücker Zeitung - Politik / Yonhap News TV / n-tv Politik / Google News - World / Die Zeit Politics / The New Indian Express / SOL / France 24 #3 / 9News Australia / ERTnews / BBC News (Top) / Politika / El Mundo - International News / Yonhap News Agency BIZ / Yonhap News Agency (Vietnamese) / La Croix / La Tribune
参考链接
- [1] https://www.aljazeera.com/news/liveblog/2026/5/17/iran-war-live-tehran-eyes-tolls-in-hormuz-trump-warns-of-very-bad-time?traffic_source=rss
- [2] https://www.lemonde.fr/international/article/2026/05/16/taiwan-revendique-son-independance-apres-une-mise-en-garde-de-donald-trump_6689757_3210.html
- [3] https://www.nytimes.com/2026/05/16/business/economy/china-tariffs-trump-summit.html
- [4] https://www.noz.de/deutschland-welt/politik/artikel/trump-zu-waffenverkauf-an-taiwan-gutes-druckmittel-fuer-usa-50646913
- [5] https://www.yonhapnewstv.co.kr/news/MYH20260517081519Kel
- [6] https://www.n-tv.de/politik/US-Sanktionen-gegen-russisches-Oel-greifen-wieder-id30828365.html
- [7] https://news.google.com/rss/articles/CBMi0gFBVV95cUxOaTducmtkWk5TSUMzWHdKTmNsRkU3RnFDanVwaVUzTWVXY1d6YVhLYmpURjQ4MmZlVFJFTTRveEFvVnhlYUtVOFlCYVJDWFozX0VfTGtZSWlKanAwVU5uWUwzUXVOUXJZRGVza2hHdDF3VE5uT09KM0stcmFxWHhpbE5jOElXcUI2WjZOcndSUl9WdHVxMWF6YllFZF9JYlZyVUVjRjJXYWVwQlJvTWJYRFdJT2l4N0s3bV9lWTF0S2JEakJhWjJrc0QwMnpaWXVyanc?oc=5
- [8] https://www.zeit.de/politik/ausland/2026-05/israel-angriffe-libanon-sueden
- [9] https://www.newindianexpress.com/world/2026/May/16/uss-ford-returns-home-after-11-month-deployment-supporting-iran-war-and-maduros-capture
- [10] https://sol.iol.pt/opiniao/noticias/marco-serronha-a-guerra-do-golfo-de-2026-algumas-observacoes-estrategicas-e-geopoliticas-tempos-de-preocupacao-e-algumas-muitas-ilusoes-parte-1/20260516/6a0760770cf2d0ed34b846a1
- [11] https://www.france24.com/fr/moyen-orient/20260516-mort-chef-branche-arm%C3%A9e-hamas-tu%C3%A9-par-frappe-isra%C3%A9lienne-ezzedine-al-haddad
- [12] https://www.9news.com.au/world/iran-war-vote-congress-house-of-representatives-senate-usa-politics-news/a816e23a-d2e8-479d-8bf0-a4076caf9588
- [13] https://www.ertnews.gr/eidiseis/diethni/live-to-iran-tha-perasei-poly-dyskola-an-den-yparksei-symfonia-proeidopoiei-o-tramp
- [14] https://www.bbc.com/news/articles/cx2132w81jqo?at_medium=RSS&at_campaign=rss
- [15] https://www.politika.rs/scc/clanak/755676/sad-nisu-produzile-uredbu-o-izuzecu-za-kupovinu-ruske-nafte
- [16] https://www.elmundo.es/internacional/2026/05/16/6a086573e4d4d885558b4580.html
- [17] https://en.yna.co.kr/k-biz/news
- [18] https://vi.yna.co.kr/view/AVI20260515000200880
- [19] https://www.la-croix.com/international/sommet-a-pekin-donald-trump-met-en-garde-taiwan-contre-toute-proclamation-d-independance-20260515
- [20] https://www.latribune.fr/article/transports/1686023441399214/liran-fait-etat-de-discussions-avec-des-pays-europeens-pour-franchir-le-detroit-dormuz
- [21] https://www.20minutes.fr/monde/taiwan/4223757-20260516-chine-taiwan-affirme-etre-nation-independante-subordonnee-malgre-critiques-trump?at_medium=display&at_campaign=149
- [22] https://www.aljazeera.com/video/newsfeed/2026/5/16/taiwan-says-it-is-an-independent-nation-after-trump-arms-sale-remarks?traffic_source=rss
- [23] https://www.france24.com/fr/vid%C3%A9o/20260516-apr%C3%A8s-la-mise-en-garde-de-trump-ta%C3%AFwan-rappelle-washington-%C3%A0-son-engagement-sur-les-ventes-d-armes
- [24] https://www.france24.com/fr/vid%C3%A9o/20260516-le-chef-de-la-branche-arm%C3%A9e-du-hamas-tu%C3%A9-%C3%A0-gaza
- [25] https://www.aljazeera.com/news/2026/5/16/in-response-to-trump-taiwan-says-it-is-sovereign-and-independent?traffic_source=rss
- [26] https://news.google.com/rss/articles/CBMicEFVX3lxTE82V2RmaV9VT005Qk15ZWVIZ25yVmRHUXVFWS0weUVoSHZJc2pfQjZwT1N0R283VzU2SjZKY2pvNExRVmNxT3R3ZWtXcGxzMW1MQ2FtbFczdEQ4UWQyQnRKaXB6a25RWTR2M3hTaV94Y1Y?oc=5
- [27] https://www.la-croix.com/international/direct-guerre-iran-israel-usa-jour-78-moyen-orient-bilan-resume-aujourdhui-20260516
- [28] https://sol.iol.pt/internacional/noticias/medio-oriente-estreito-de-ormuz-sob-tensao-enquanto-paises-europeus-tentam-negociar-com-o-irao/20260516/6a08a0bc0cf27f6588a6a9d7
2026-04-15
2026-04-15
进展要点
- 韩国KOSPI指数在中东战争爆发一个月后，因美伊第二轮谈判重启预期提振市场情绪，今日开盘收复6000点关口，主要科技股上涨带动指数上扬。（Yonhap News TV）
关键事件
- 韩国KOSPI指数在中东战争后一个月收复6000点（Yonhap News TV）
关联路径
美伊谈判预期 / 地缘风险缓解 / 风险资产上涨
来源
Xinhua Finance / RT News / Yonhap News TV / BBC News (Business) / The Korea Times / ECB Press Releases / Google News - World / Al Jazeera Middle East / Fed
参考链接
- [1] https://www.rt.com/news/638432-israel-lebanon-forever-war/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [2] https://www.yonhapnewstv.co.kr/news/MYH20260415085953vI1
- [3] https://www.bbc.com/news/articles/cjr9qrnp821o?at_medium=RSS&at_campaign=rss
- [4] https://www.koreatimes.co.kr/economy/20260415/import-prices-post-sharpest-rise-in-over-28-years-in-march-amid-middle-east-crisis?utm_source=rss
- [5] https://www.ecb.europa.eu//press/key/date/2026/html/ecb.sp260414~b312adeb55.en.pdf
- [6] https://news.google.com/rss/articles/CBMikgFBVV95cUxNenlEY3B4eEpDckI2bllJNTJVNzU1SDNMYjlPTzlpTC11UzA0TTRGUWstSnlSeWdsZURiNjBIODNxRmR6d01kbXUtUl95Q1FrSmFpOE9hQVRnZ2QzQWsyMkVnRkIxdHdrWVZqMzNfbXgza0EtZElMaHEyQlZtZzBsR1ppZWVvWWV2R2w5YUZ3ZkVWQdIBlwFBVV95cUxOb0dhOFBmYUVaMFFOMVZISkMzVWk1N2oxZmxiR3QxbjBqZlJXNlBwQ3VVX2VCdWpDbmEtMXFYcEJoYmJiVkJBMXU4bm1LemR5YzRhVHBGcDBQRzJNVkw3a2ZyRDJYSk1nZTdsRS1ZUjNab25aWG10V1RKdllNbFM3bTJ1SDhkN1J3bXlPS2dBbVVpLVRaM3VJ?oc=5
- [7] https://www.aljazeera.com/video/newsfeed/2026/4/14/how-us-blockade-on-iran-will-worsen-energy-crisis?traffic_source=rss
- [8] https://www.xinhuanet.com/fortune/20260415/98576a4fba914ded8bf1975303f65b5b/c.html
- [9] https://www.federalreserve.gov/newsevents/pressreleases/monetary20260414a.htm
- [10] https://www.yonhapnewstv.co.kr/news/MYH202604150910068Su
- [11] https://news.google.com/rss/articles/CBMimAFBVV95cUxPZ0FvbkthQTRrQTJWUmN4N3ZBRVd5SlFwX2JVYjhEQkY4MTRRLVRVcUxYbHkwRDItOGhKcVNWbDFkOFFuSmhZcnFRTEJRU01NMnlTYjM0TUxjUTN1S0pwODFoZno0Q0pta0FqMl9mQ2U3Qm1qdHJwdG5sSENtVGw0dHNVT0I4Y0RRak5iWWNzTGVqZ3FxYVlIVQ?oc=5
- [12] https://www.aljazeera.com/economy/2026/4/14/imf-cuts-global-growth-forecast-during-hormuz-blockade?traffic_source=rss
- [13] https://www.rt.com/news/638423-russia-lavrov-china-visit/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [14] https://www.koreatimes.co.kr/world/20260415/us-iran-may-resume-talks-this-week-despite-port-blockade?utm_source=rss
- [15] https://www.yonhapnewstv.co.kr/news/MYH20260415065334Y9r
- [16] https://www.yonhapnewstv.co.kr/news/MYH20260415063604GEG
- [17] https://www.yonhapnewstv.co.kr/news/MYH20260415064308ULl
- [18] https://www.yonhapnewstv.co.kr/news/AKR20260415062259Y0J
- [19] https://www.yonhapnewstv.co.kr/news/AKR20260415064537UqS
- [20] https://www.yonhapnewstv.co.kr/news/MYH20260415063507Wuh