美国众议院周四通过了《乌克兰支持法案》，授权提供超过10亿美元的援助并对俄罗斯实施新制裁。此次投票具有里程碑意义，因为支持者利用“罢免请愿书”这一罕见程序绕过了共和党领导层。18名共和党议员选择与民主党联手，这被视为对特朗普“美国优先”外交政策的公开挑战。与此同时，参议院正处于“投票马拉松”阶段，审议一项700亿美元的移民执法拨款法案。共和党人成功否决了民主党试图限制18亿美元“反武器化”基金的努力，该基金旨在补偿自称受政治迫害的特朗普盟友。

The U.S. House passed the Ukraine Support Act on Thursday, authorizing over $1 billion in aid and new sanctions on Russia. The vote was significant as supporters utilized a rare 'discharge petition' to bypass Republican leadership. Eighteen GOP members joined Democrats, marking an open challenge to President Trump's 'America First' foreign policy. Simultaneously, the Senate entered a 'vote-a-rama' over a $70 billion immigration enforcement bill. Republicans successfully defeated a Democratic attempt to block a $1.8 billion 'anti-weaponization' fund intended to compensate Trump allies claiming political persecution.

在黎巴嫩，受伊朗支持的真主党正式拒绝了美国斡旋的停火协议。领导人纳伊姆·卡西姆称该协议是对黎巴嫩主权的“侮辱”，并表示在以色列军队不撤离的情况下谈判是徒劳的。目前，黎巴嫩南部的战火仍在继续，卫生部报告死亡人数已超过3500人。在东欧战场，乌克兰总统泽连斯基向普京发表公开信，提议举行面对面会谈并实施全面停火。泽连斯基指出，俄罗斯民众正对战争的负面后果感到不安，只有领导人间的直接接触才能解决冲突，但俄方目前尚未表现出明显的妥协迹象。

In Lebanon, the Iran-backed Hezbollah militia formally rejected a U.S.-brokered ceasefire. Leader Naim Qassem labeled the deal an 'insult' to Lebanese sovereignty, stating negotiations are futile without an Israeli withdrawal. Fighting continues in southern Lebanon, where the health ministry reports over 3,500 deaths. In Eastern Europe, Ukrainian President Volodymyr Zelensky issued an open letter to Vladimir Putin, proposing face-to-face talks and a full ceasefire. Zelensky noted growing unease among Russian citizens regarding the war's consequences, arguing only direct leadership contact can resolve the conflict, though Russia has shown little sign of compromise.

科技板块今日遭遇重挫，美国芯片巨头博通（Broadcom）发布的AI营收指引不及预期，引发了全球范围内的半导体股抛售。韩国股市受创最深，KOSPI指数暴跌逾5%，三星和SK海力士股价大幅下滑。投资者开始重新评估AI行业的增长逻辑，担忧市场可能进入调整期。与此同时，印度储备银行（RBI）决定将基准利率维持在5.25%的四年低点。尽管面临卢比贬值和伊朗危机导致的能源成本上升压力，印度央行仍选择保持政策定力，但将年度通胀预期上调至5.1%，以应对潜在的输入性通胀风险。

The tech sector suffered a major blow today as U.S. chip giant Broadcom issued AI revenue guidance that missed expectations, triggering a global semiconductor sell-off. South Korean markets were hardest hit, with the KOSPI plunging over 5% as Samsung and SK Hynix shares tumbled. Investors are re-evaluating the AI growth narrative amid fears of a market correction. Meanwhile, the Reserve Bank of India (RBI) held its benchmark repo rate at a four-year low of 5.25%. Despite pressure from a weakening rupee and rising energy costs due to the Iran crisis, the RBI maintained stability while raising its inflation forecast to 5.1% to counter potential imported risks.

特朗普政府周四宣布对古巴总统迪亚斯-卡内尔及其家属实施制裁，旨在进一步向哈瓦那政权施压。制裁名单还包括劳尔·卡斯特罗的亲属，标志着美古关系的进一步恶化。在亚洲，中国宣布国家主席习近平将于下周访问朝鲜，这是他自2019年以来的首次访朝。此次访问正值中朝建交65周年，旨在加强双边关系并确立中国在半岛问题上的外交地位。此外，在缅因州参议院初选中，民主党领跑者普拉特纳因纳粹纹身和虐待指控陷入丑闻，引发党内严重分歧。

The Trump administration announced sanctions on Cuban President Miguel Díaz-Canel and his family on Thursday, aiming to escalate pressure on Havana. The list includes relatives of Raúl Castro, signaling a further deterioration in U.S.-Cuba relations. In Asia, China announced President Xi Jinping will visit North Korea next week, his first trip since 2019. Commemorating 65 years of ties, the visit seeks to strengthen bilateral relations and assert China's diplomatic role on the peninsula. Separately, in the Maine Senate primary, Democratic frontrunner Graham Platner is embroiled in scandal over alleged Nazi tattoos and abuse, causing deep party divisions.

法律界关注到，科罗拉多州上诉法院撤销了埃利亚·麦克莱恩案中两名急救人员的过失杀人罪判决，理由是原审陪审团指示存在错误，此案将面临重审。在洛杉矶，资深演员詹姆斯·汉迪在家中被刺身亡，嫌疑人已被逮捕。而在日本福岛，一只被形容为“极度聪明”的黑熊在袭击四人后，竟然通过自行拨开窗闩的方式从工厂逃脱，目前警方仍在全力搜捕。此外，在体育界，卡罗来纳飓风队在斯坦利杯总决赛第二场中完成惊天逆转，将大比分扳为1-1平。

In legal news, a Colorado appeals court vacated the negligent homicide convictions of two paramedics in the Elijah McClain case, citing faulty jury instructions and ordering a retrial. In Los Angeles, veteran actor James Handy was fatally stabbed at home; a suspect is in custody. In Fukushima, Japan, an 'extremely intelligent' bear escaped a factory by unlatching a window after attacking four people, sparking a massive manhunt. In sports, the Carolina Hurricanes staged a dramatic comeback in Game 2 of the Stanley Cup Final to even the series at 1-1.

随着习近平访朝日期的临近，国际社会将密切关注中朝是否会达成新的经济或军事协议。同时，美国参议院的“投票马拉松”结果将决定特朗普政府移民政策的资金落实情况。在金融市场，博通引发的科技股回调是否会演变成更广泛的熊市，将取决于即将公布的其他科技巨头财报及宏观经济数据。真主党对停火的拒绝意味着中东冲突短期内难以平息，人道主义危机恐将进一步加剧。

As Xi Jinping's visit to North Korea approaches, the international community will watch for new economic or military agreements. Meanwhile, the outcome of the U.S. Senate's 'vote-a-rama' will determine the funding for the Trump administration's immigration priorities. In financial markets, whether the Broadcom-led tech correction evolves into a broader bear market depends on upcoming earnings and macro data. Hezbollah's rejection of a truce suggests no immediate end to the Middle East conflict, threatening to worsen the humanitarian crisis.