Why the AI trade is not set up for a rebound like July’s, according to JPMorgan
Fewer shorts, buybacks ending, no inflows and too many longs imply no recovery is imminent, says a JPMorgan strategist.
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外媒与科技媒体长文、研究号文章。按时间排，不论是否入选精选。
MarketWatch利空AI 评分3434 彭博AI 评分2222 Draghi Says AI Can Help US Steady Debt If Congress Curbs Deficit
The US wouldn’t have to try too hard to stabilize its debt if politicians could agree on deficit cuts, according to former European Central Bank chief Mario Draghi.
彭博AI 评分2020 Energy Leaders on Scaling Clean, Reliable Power
Amy Brachio, CEO, Carbon Measures and Sumant Sinha, Founder, Chairman & CEO, ReNew discuss the investment, infrastructure and supply chains needed to meet rising power demand with Bloomberg’s John Fraher at the 2026 Bloomberg New Economy Forum in New Delhi. (Source: Bloomberg)
彭博AI 评分1616 India Needs Green Energy Independence: Sinha
ReNew CEO Sumant Sinha shares his views on India's ambitions for independence in its green-energy supply chain. He speaks at Bloomberg's New Economy Forum in Delhi. (Source: Bloomberg)
彭博AI 评分2323 European Stocks Need Strong Earnings Delivery: Market Analysis
Anna Edwards, Guy Johnson, Tom Mackenzie and Adam Linton break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)
彭博AI 评分2121 Vontobel Co-CEO: Higher Rates Not a Problem per Se, Pace Can Be
Christel Rendu De Lint, Co-CEO of Vontobel, on AI, cyber risks and if UBS left Switzerland. 'I would prefer them to stay. It's a brand for the Swiss economy, losing a major brand, a major actor, it's a loss'. She speaks on Bloomberg's "The Opening Trade" with Anna Edwards, Guy Johnson and Tom Macken
彭博AI 评分99 Jeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid
A rare interview with the protocol's creator.
财富利好AI 评分3434 An early Anthropic backer predicts a post-IPO valuation of up to $2.4 trillion, topping SpaceX
Says this VC, Anthropic "will continue to be one of these names where people say, I feel like I have to own it."
彭博AI 评分3232 Hyperliquid Founder Yan Seeks US Rules That Spare Its Blockchain
Hyperliquid founder Jeff Yan outlined a regulatory approach that would shield his fast-growing cryptocurrency trading platform from direct US exchange oversight, as American authorities consider how to bring offshore venues into the domestic financial system.
彭博AI 评分2424 Odd Lots: Jeff Yan on How Hyperliquid Works (Podcast)
Traders and market watchers around the world started talking about a crypto platform called Hyperliquid earlier this year, when speculators used markets built on top of it to trade crude oil after war broke out in Iran. What Hyperliquid allowed for was a 24/7 market on the blockchain. Then in August
彭博AI 评分1616 Global Leaders on Changing World Order
At the 2026 Bloomberg New Economy Forum, global leaders discuss the changing the world order and what 'middle powers' could do to ensure they get a seat at the table. (Source: Bloomberg)
Business InsiderAI 评分3333 Jensen Huang couldn't get TSMC to return his calls. Then its founder called.
TSMC manufactures Nvidia's advanced AI chips.
彭博AI 评分1010 China’s Rogue Agents Find a Way Around Anti-Bot Curbs
“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: B
彭博利空AI 评分1919 NYU's Marcus on Why AI May Be a 'Flawed Tool'
Gary Marcus, Emeritus Professor of Psychology at NYU, discusses whether AI is having a measurable impact on productivity, and shares his thoughts on why LLMs could be considered a "flawed tool." He speaks at Bloomberg's New Economy Forum in New Delhi. (Source: Bloomberg)
彭博利好AI 评分2727 Molavi: Saudis & Houthis Can Hit Hard; Not End War
Oil prices were low as concerns eased in the Middle East over supply disruptions. This is after the Houthi attacks on Saudi Arabia did not cause any interruptions that markets had feared. The IEA also raised its forecast for the war's impact on supply. Meanwhile the question looms of US military sup
钛媒体AI 评分5454 莱美药业纳米炭铁Ⅰ期临床数据受关注，联合放疗Ⅱ期仍待验证
莱美药业控股子公司瀛瑞医药的纳米炭铁混悬注射液发表首次人体Ⅰ期临床试验成果，18例可评估患者的注射病灶客观缓解率为10.53%，疾病控制率为84.21%。研究共入组19例晚期实体瘤患者，项目目前处于联合标准放疗Ⅱ期临床试验阶段；莱美药业称，预计短期内不会对公司经营业绩产生重大影响。公司2026年上半年营业收入3.50亿元，同比下降7.09%，归母净利润亏损2341.75万元。
钛媒体AI 评分4444 今年双11，为何商家很少谈增长？
今年双11，商家更关注利润和渠道结构调整，增长不再是主要话题。文章指出，消费趋于理性、直播带货退货率较高，推动品牌重新评估货架电商价值，预算转向新品研发、老客复购和利润维护。阿里、京东、抖音和拼多多也各自调整大促策略。
钛媒体AI 评分2626 辛顿回怼黄仁勋：AI灭绝人类的概率，是10%到20%
2023年辛顿称AI毁灭人类的概率为10%，如今已经变成10%到20%
钛媒体AI 评分5151 字节跳动豆包手机助手公示30天后，微信等头部应用均拒绝开放代理
字节跳动豆包手机助手的代理授权公示机制于10月14日结束，微信、支付宝、淘宝、美团、拼多多、滴滴和小红书均未开放代理权限。文章认为，阻碍跨应用代理的因素包括超级应用的入口与用户数据竞争，以及代操作涉及的支付、隐私和责任边界；并提及手机厂商的智能体开放平台也出现应用拒绝接入的情况。
IT之家AI 评分3434 比尔 · 盖茨认为 AI 比核武器更危险、比核能更有用，与 PC、互联网等创新都不同
IT之家 10 月 15 日消息，据 Vatican News 本周报道，微软创始人比尔 · 盖茨谈到了 AI 增长可能带来的危险，并解释说 AI 是一个无法自我监管的领域，因此必须由政府引导，必须采取行动，利用 AI 在医疗、教育和农业领域所带来的机遇。比尔 · 盖茨表示，我们没有足够关注 AI 的风险，也没有尽量减少伤害。我们也没有做足够的工作来充分利用当前的 AI 机遇，AI 可以让农村医生将智能手机当作超声波机器使用，为学生根据实际学习方式进行个性化辅导，并根据农民的土壤和气候提供量身定制的建议。他表示，这些都不是自动发生的，如果任由市场发展，最强大的工具会优先被付钱最多的人使用，而不
IT之家AI 评分2323 三星电子首席设计官波尔奇尼：AI 时代，人的创造力才是产品设计核心竞争力
IT之家 10 月 15 日消息，据韩媒 ETnews 报道，三星电子设备体验（DX）事业部总裁兼首席设计官毛罗 · 波尔奇尼称，三星坚持以人为本的设计理念，将 AI 与人的情感智能、想象力相结合。波尔奇尼今天（15 日）在“2026 首尔设计周”上指出：“AI 不是用来取代人的，而是帮助人们发挥情感智能和想象力的工具。只有将 AI 与人的创造本能和欲望相结合，才能真正创造出独特的价值。越是在 AI 时代，人的因素反而越重要。人类独有的批判性思维、创造力、感受力和情感，才是产品设计的核心。”波尔奇尼强调，无论 AI 技术如何进步，设计的根本仍然是理解人的需求。如果所有企业都只依靠 AI 开发产
卫报AI 评分1717 To unlock Britain’s innovation potential, Labour needs to think outside the box | Letters
Kate Fleming says the government must look beyond the models it rewards today, while Jenny Haigh says unlocking potential means recognising that creativity and science are partnersGordon Brown wants Britain to invent, invest in and own the future (British households would be £5,000 richer if we were
彭博AI 评分2020 US Ambassador to India on Growing Business Ties
US Ambassador to India Sergio Gor hails US-India cooperation in many areas, including AI. He speaks at Bloomberg's New Economy Forum in New Delhi. (Source: Bloomberg)
彭博利好AI 评分2222 DP World CEO Says Massive Opportunities in India
DP World Group CEO Yuvraj Narayan says economic growth is driving massive opportunities in India. Speaking with Bloomberg's Haslinda Amin on the sidelines of the 2026 Bloomberg New Economy Forum in New Delhi, Narayan noted that as the world diversifies away from traditional sources of supply, India
卫报AI 评分2828 The global economy is muddling through against the odds. But a storm is coming | Larry Elliott
Finance ministers gathering for the IMF annual meeting know the need for multilateral cooperation to deal with many crises. There is little chance of thatNot much has gone right for the global economy this year, and plenty has gone wrong. Two big regional wars are destabilising prices and supply cha
卫报AI 评分2626 Thursday briefing: Thanks to an erratic Trump, peace in Ukraine is still far away
In today’s newsletter: As Russia resists a ceasefire and Trump’s shifting priorities unsettle allies, an end to the conflict isn’t getting any closerGood morning. In his usual asinine unconventional approach to international relations, Donald Trump announced on Sunday (via Truth Social, how else) an
钛媒体利空AI 评分7171 茶百道因IPO可能曾被人为操纵而停牌，港股配售合规受关注
香港证监会依据《证券及期货（在证券市场上市）规则》第8(1)条发出指令，要求港交所停止茶百道股份买卖，理由是关注其首次公开招股可能曾被人为操纵，以营造股份需求的非真实表象。茶百道2024年香港公开发售和国际发售分别获0.50倍和1.11倍认购，上市首日收盘价较发行价下跌26.86%；证监会称，涉案集团与上市公司之间未披露的协议可能使部分IPO所得款项转离公司并暗中回流至主要承配人或关联人士。
钛媒体AI 评分4040 AI 如何推动企业压缩中层并重构组织模式
AI让高层能够更直接地分析和管理各部门，也降低了对中层汇总、审核和任务分工的依赖，推动企业压缩中层。文章以亚马逊、京东和腾讯为例，梳理管理层级调整，并提出中层可转向领域专家等角色，企业组织模式将成为竞争焦点。
钛媒体AI 评分5555 中信银行与浦发银行资产规模并肩，2026年上半年业绩与资产质量表现分化
中信银行与浦发银行截至2026年6月末的资产总额分别为103838.39亿元和104053.55亿元，浦发银行微弱反超；两家银行2025年末资产总额均已突破10万亿元。
钛媒体AI 评分4747 餐饮企业重新审视外卖：做不做、做多少？
餐饮企业正重新评估外卖在经营中的位置，部分品牌选择削减外卖或限制折扣，以维护堂食体验和盈利空间。小菜园今年上半年堂食收入同比增长18.1%至19.45亿元，占比升至67.0%；遇见小面外卖收入增至2.42亿元，占比升至25.8%。文章认为，外卖策略应与品类、品牌定位和经营模式相匹配。
钛媒体AI 评分7171 Anthropic第三季度营收168亿美元，环比增长45%，IPO目标估值超2万亿美元
Anthropic第三季度营收达到168亿美元，环比增长45%；公司向投资者称，经调整后当季实现盈利。文章援引路透社报道，Anthropic目标估值超过2万亿美元，并已承诺未来十年至少投入5180亿美元用于云计算服务、计算和基础设施；其IPO可能推迟至11月美国中期选举之后。
钛媒体精选AI 评分7777 人社部等七部门发布新就业形态劳动者权益保障办法征求意见稿
人力资源社会保障部等七部门于10月8日发布《新就业形态劳动者权益保障办法（征求意见稿）》，共54条，向社会公开征求意见至11月8日。草案将算法、规章制度和预先拟定的合同条款纳入劳动规则，并规定重大利益决定原则上应由人工审核、劳动规则实施前至少提前七日公示，以及不得将显著异常数据和违规行为数据用于普遍考核。
推荐理由：征求意见稿将平台算法、合同条款等纳入劳动规则，并列出人工审核、提前公示和考核数据限制，呈现了规则治理的具体路径。
IT之家AI 评分3535 Anthropic 国际业务负责人普兰森：开放式 AI 模型比我们的模型风险更高
IT之家 10 月 15 日消息，据彭博社 14 日报道，Anthropic 国际业务负责人、负责美国以外市场销售的纪尧姆 · 普兰森认为，与 Anthropic 自家的 AI 模型相比，开放式模型发生网络安全事件或造成其他危害的风险更高。普兰森在都柏林国际人工智能峰会期间接受采访时表示：“对开源模型的安全问题，我们必须格外小心。我无法替开放模型作出保证，但从定义上讲，这类模型的风险更高。”随着越来越多国家担心过度依赖美国 AI 技术，预计将上市的 Anthropic 面临越来越激烈的竞争。其中，开放权重 AI 模型成为热门选择。IT之家注：开放权重 AI 模型向公众开放参数，用户可以自行修改
彭博AI 评分2121 Sunak Invokes Singapore’s 'Poisonous Shrimp' in Power Debate
Rishi Sunak, former UK prime minister, urged so-called middle powers to become a “poisonous shrimp” to carve out strategic economic leverage in a more turbulent global environment. (Source: Bloomberg)
量子位AI 评分00 有预言家！A社研究蓝图曝光，Claude Code来自5年前
冷汗时刻
量子位AI 评分88 复杂高客单新品如何靠YouTube 的“全链路叙事”斩获全球大奖？
企业该如何打破海外认知壁垒？
量子位AI 评分1111 全球首款 ！中国团队把游戏世界模型塞进一张5090，还开源了
给视频模型套上Harness
钛媒体AI 评分5454 钛媒体解读快看Livo如何以AI角色互动探索“第十艺术”
快看漫画的AI产品Livo在今年9月初开启为期十天的邀请制内测，用户可进入持续运转的虚构世界，与具有长期记忆的角色互动并共同推动故事。快看将其定位为AI原生产品，试图通过交互建立用户与角色的关系；日均互动时长和留存率仍待整理，包月与点卡均在考虑。文章还介绍了快看对角色人格、用户关系数据和IP商业模式的设想，以及其与传统IP孵化路径的关系。
钛媒体精选AI 评分7878 茶百道拿了瑞幸的剧本？文章对比 IPO 调查与经营处境
茶百道因 IPO 认购需求涉嫌造假被香港证监会指示停牌，恒生指数公司公告称将其从恒生指数系列中剔除。文章将此事与瑞幸的财务造假区分，并梳理茶百道的发行认购、加盟体系和经营数据：2026年上半年营收26.55亿元，同比增长6.2%；归母净利润3.36亿元，同比增长3.2%。
推荐理由：文章区分茶百道被调查的 IPO 认购需求与瑞幸经营层面的财务造假，并结合发行数据、加盟体系和半年报拆解两者处境差异。
彭博AI 评分2727 Anthropic Results May Aid IPO but Not AI Trade, Analysts Say
Anthropic PBC’s third-quarter results may strengthen the case for its expected initial public offering, though they are unlikely to dispel doubts over the global AI trade, according to some investors and analysts.