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The Anti-Incumbency Wave
The Far Right, Mainstreamed
Snap & Early Elections
The Postponed Vote
Coups & people power
Gen Z Uprisings
The Coup Belt
Strongman Succession
People Power
The domestic arena
Courts vs Elected Power
Lawfare & the Net Closing
Centre vs the States
Austerity and the Street
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现役战争
Ukraine–Russia
Iran / Gulf
Gaza / Israel
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Sahel
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Morocco–Algeria
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Venezuela (internal)
政变与国家崩溃
停火与和平进程
代理人与军援动态
国防
无人机与自主系统
FPV drones
Loitering munitions
Naval drones
Counter-UAS
Swarms
Shahed
防空与导弹防御
Patriot
THAAD
Iron Dome
S-400
Interceptor stocks
核力量
Sentinel ICBM
B-21
China buildup
New START
Proliferation
工业基础与产能
Shells / 155mm
Rheinmetall
Lockheed
RTX
BAE
Rostec
NORINCO
军贸与采购
电子战·网络·海军
Bases & force posture
The Overseas Base Race
Indian Ocean Bases
Island-Chain Bases
Arctic Militarisation
Himalayan & Tibet Airfields
Forward Posture & Rotations
Basing Rights & Access
Homeland Basing & BRAC
Alliances, pacts & burden-sharing
NATO
AUKUS
The Quad
SCO
CSTO
Burden-Sharing & the 5% Push
Bilateral Defence Pacts
EU Defence & Autonomy
Extended Deterrence
Exercises & readiness
Major Exercises
Readiness & Strain
Conscription & Manpower
Grey-Zone Drills
人工智能
半导体
TSMC
Samsung
Intel
SMIC
ASML
HBM
SK Hynix
Micron
Arm
AI 数据中心
Hyperscaler capex
Power demand
Nvidia (GPUs)
AMD
Stargate
Cooling & water
AI 实验室
OpenAI
Anthropic
Google DeepMind
Meta AI
xAI
Mistral
DeepSeek
Alibaba (Qwen)
模型发布与能力
评测与基准
智能体与工具调用
安全与对齐
开源与闭源
标准与协议
量子与材料
生物与合成生物
能源
石油
Brent
WTI
Dubai
OPEC+
US shale
Strategic reserves
Russian crude
天然气与 LNG
EU gas (TTF)
Asia LNG (JKM)
Henry Hub
Qatar LNG
US LNG
Russian pipeline gas
电力
核能与铀
Uranium
Enrichment
SMRs
Kazatomprom
Rosatom
可再生与储能
炼化
太空
发射与进入
SpaceX
Starship
China launch
Ariane / Europe
Launch cadence & costs
卫星与星座
Starlink
China megaconstellation
Amazon Kuiper
OneWeb / Eutelsat
轨道拥堵与碎片
Orbital congestion
Debris & collisions
Space-traffic management
导航与 PNT
GPS jamming / spoofing
BeiDou
Galileo
军事航天
ASAT weapons
Space Force
Missile warning
Golden Dome space layer
探索与地月空间
Artemis / Moon
China lunar / Tiangong
Mars
创业公司
融资与估值
Seed & pre-seed
Series A/B
Growth / late stage
Mega-rounds ($100M+)
Down rounds & markdowns
Dry powder & fund sizes
Valuations & unicorns
基金与投资人
Sequoia
Andreessen Horowitz
Accel
Founders Fund
Thrive Capital
General Catalyst
Lightspeed
Khosla Ventures
Benchmark
Index Ventures
Tiger Global
SoftBank Vision Fund
Insight Partners
退出·IPO·并购
Tech IPOs
Startup M&A
Secondaries
SPACs
Direct listings
Acquihires
AI 创业
Foundation-model labs
AI agents
AI infrastructure
Applied / vertical AI
Defense AI
AI coding / devtools
热门赛道
Fintech
Climate tech
Defense tech
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按立场 · 2 视角 本期全站
ACLED
· International ·
Nigeria's Northeast Insurgency
“”
来源 ↗
ACLED, Conflict in the Sahel
· Global ·
Sahel Insurgency
“”
来源 ↗
简报，直达邮箱
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