商務部：爲維護國家安全和利益，履行防擴散等國際義務，決定將防衛研究所等參與提升日本軍事實力的20家日本實體列入出口管制管控名單。

CITIC Securities says early-May dollar strength and rising rate expectations correspond with an acceleration of global K-shaped market divergence, driven by tightening expectations that damage non-AI demand. The firm judges the K-shaped split has reached a cyclical extreme; even overseas tech is contracting internally, and pricing across equities, bonds, commodities and FX already reflects early recession-trade signals. If tightening materializes, carbon‑based demand could suffer further; if not, divergence may partially converge. Compared with volatile offshore markets, China’s A-share market shows greater resilience: some non-AI sectors have attracted early (left-side) institutional flows and a few low-valuation pockets have begun to repair, but catalysts are still required.

The UN Food and Agriculture Organization warned a new El Nifio-driven spell of extreme weather could severely disrupt food production and hit millions who depend on agriculture. The FAO said some regions may face large-scale food crises around the end of this year and into early 2027 and urged measures to support farmers.