PGIM首席美国经济学家Sockin称CPI让美联储10月加息可能性进一步上升
PGIM首席美国经济学家Robert Sockin表示,CPI让美联储10月加息的可能性进一步上升。他认为,美国经济至少还需要两次加息;即使美联储本月会议按兵不动,利率整体方向仍是上行。
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。
PGIM首席美国经济学家Robert Sockin表示,CPI让美联储10月加息的可能性进一步上升。他认为,美国经济至少还需要两次加息;即使美联储本月会议按兵不动,利率整体方向仍是上行。
Anthropic举行投资者日,同时推进潜在IPO计划,估值约2万亿美元。PSP Growth的Momei Qu表示,随着新信息出现,市场对AI的情绪正在迅速变化;她预计讨论将聚焦增长与资本支出的权衡,以及Anthropic预期估值。
New York Life Management 的 Julia Hermann 表示,经济增长仍具韧性,利率虽在上升,但尚未高到威胁增长前景。她称,市场关注点正从企业投资下限转向支出过高对自由现金流的威胁,担忧先涉及超大规模云服务商,如今扩展至芯片行业。原文画面标题还提到全球存储芯片股下跌,以及大型银行财报季开始时芯片股持续下跌。
Artificial intelligence has finally given B2B marketers what they’ve always wanted more of: capacity. More content, personalization, audience segments, campaign variations, and ways to push an idea across more channels. As AI becomes increasingly capable, marketers should be questioning how much the
We have to talk about this screen. It's the first thing you notice, and maybe the only thing that matters, about the Alexa Tablet 12 Pro. It's a 12-inch, 2800 x 1840 panel with a new technology Amazon calls "Nanomatte" that is meant to decrease glare and increase the feeling that you can reach out [
With its upcoming remake for the Switch 2, Nintendo might have nailed the best thing about The Legend of Zelda: Ocarina of Time: its timelessness. The 1998 3D action adventure game for the Nintendo 64 that pioneered so much - 3D graphics, movement, exploration, openness - has been reengineered with
美国大型银行最新季度业绩表现不一:美国银行利润下滑,摩根士丹利营收和利润超预期,富国银行营收低于预期,摩根大通营收和利润均不及预期,高盛则超出预期。摩根大通高管称IPO是“推迟而非取消”,Renaissance Capital称2026年的交易数量有望超过去年,IPO募资额已创纪录。
AI agents are changing how travelers choose brands. Loyalty points alone won’t outweigh a faster, easier booking experience.
Money managers who focus on economic growth and the strength of earnings are showing growing doubts about the rally in US stocks.
Christopher Hodge, chief US economist at Natixis, expects core CPI to come in slightly softer than forecast and sees inflation continuing to ease. He discusses the impact of higher energy prices, potential labor market weakness and housing pressures, while forecasting one final Fed rate hike in Dece
COMMENTARY: Morning Bid: Trillion dollar trade Reuters
Nine ways the Trump administration could interfere with the midterms Reuters
Even when governments do sign big cheques, it takes a while for defence contractors to ramp up production
IT之家 10 月 14 日消息,据科技媒体 CNBC 昨天报道,戴尔首席执行官迈克尔 · 戴尔表示,AI 模型需要设置安全防护和管控措施,政府也应在其中发挥作用。戴尔表示,外界持续讨论 AI 快速发展可能对人类构成威胁时,AI 模型必须具备安全措施。他对此指出:“我认为一些技术能够带来巨大益处,也可能造成不良后果。例如火可以为你的家取暖,也可能烧毁整个村庄。因此我们必须管控。”IT之家注意到,该名 CEO 还认为,政府应该在其中发挥作用,AI 工具开发商也应该设立明确权限边界。近几周,研究人员和行业专家一直在讨论能够自我改进的 AI 模型可能带来的灾难性后果。这场争论由 Anthropic
Elisabeth Braw’s book Undersea War on rising risks for undersea infrastructure.
Nobody knows yet exactly how AI reshapes that first rung of the ladder. But we don't need to know that to act on what we do know.
Goldman Sachs economists have calculated how much the AI boom has contributed to inflation.
Analysts at JPMorgan and Citigroup see further revenue growth for the semiconductor foundry, even after already posting a record-breaking figure for the third quarter.
Third-quarter earnings growth is expected to be driven by energy and semiconductor companies, but what if the rest of the market shows up? HSBC envisages a stock market finally broadening out.
ACEA主席、梅赛德斯-奔驰集团CEO Ola Källenius欢迎近期欧盟与中国达成的协议,该协议将限制中国混合动力汽车进口。他呼吁营造公平竞争环境,并提升欧盟竞争力。
Barclays Chief UK Economist Jack Meaning says the government is hoping for a "beige" Budget — avoiding the kind of fiscal event that has unsettled bond markets in recent years. He spoke to Bloomberg's Caroline Hepker and James Woolcock after Barclays teamed up with the Institute for Fiscal Studies f
Former St. Louis Federal Reserve President James Bullard discusses his outlook for the Fed’s policy path through the end of the year on “Bloomberg Surveillance.” (Source: Bloomberg)
美国银行第三季度股票和固收交易业务均不及预期,债券交易收入下降17%,股票交易收入下降10%。Brean Capital研究总监Chris Marinac在“Bloomberg Surveillance”节目中分析了这份业绩。
Poland's Sikorski asks 'big man' Musk if he is playing politics with Starlink in Ukraine Reuters
Google Deepmind's Hassabis calls AI hacks 'early warning shots' Reuters
康方生物公告称,拟以每股97.76港元配售2000万股新股,较前一日收市价折让约6.9%,预计净筹约19.41亿港元。所得款项的85%拟用于创新研发管线及平台建设,5%用于已获批产品商业化,10%用于一般企业用途。文章还对比了2025年9月配售价格及尚未动用的部分款项,并梳理了依沃西相关审批和临床研究节点。
万元级人形机器人已进入个人消费市场,但现阶段多数产品更适合娱乐、陪伴和开发,难以稳定承担家务。2026年上半年全球出货量约1.91万台,同比增长近3倍,中国厂商占比超过97%;低价机型通过压缩自由度、灵巧手和感知配置降低售价。当前买家多为机器人爱好者、技术发烧友和创作者,厂商则希望借用户与场景数据推动产品迭代。
国外创作者利用 AI 逆向工程开发了 Photoshop、Illustrator、Premiere、Lightroom 等七款 Adobe 软件的平替产品,并在 GitHub 免费开源。
今年双11,京东、天猫和抖音简化促销规则,以官方立减、官方直降等方式替代跨店满减和凑单。商务部等七部门10月10日印发《关于实施品质电商“五优”行动的通知》,提出纠治“自动跟价”“全网最低价”等无序竞争行为。文章认为,平台和商家需要转向提升商品品质、服务体验与交易效率。
A mysterious super PAC that doubles as a pro-solar-energy outfit is funding some of the most knives-out attack ads of the midterms season.
For a car that's supposed to be one of the fastest ever made, the new Tesla Roadster certainly took its sweet-ass time getting here. It's been nearly a decade since Elon Musk made the surprise announcement about plans to build a next-gen Roadster. Now, the Tesla Roadster is finally expected to make
Insurers are taking on more risk than they should. If – or when – a major disaster hits, the catastrophe will have far-reaching consequencesI work for a major insurer, assessing the risk posed by natural disasters on properties around the world, from family homes to schools, government offices and m
The work-from-home revolution reshaped fertility rates, cleaned up city air, and helped fuel AI. Its lasting impact is still being felt.
Market strategists predict that the earnings season just kicking off in Europe will be a blockbuster one, with sectors including technology and energy taking the lead in beating profit estimates across the continent.
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Helene Budliger Art
The rules of engagement between countries are changing in a world increasingly shaped by Donald Trump and China. What does it take to survive? Rebecca Choong Wilkins explains from Bloomberg New Economy Forum in New Delhi. (Source: Bloomberg)
Republicans are largely leaving Trump out of general election ads, with some battleground candidates breaking from him on tariffs and Iran.
ASML CFO表示,若美国《MATCH法案》限制DUV设备对华销售,将适得其反。
Airports’ TSA staff have been stripped of their chairs in the name of ‘professionalism’. Most supermarket staff have never had them. Meanwhile, Donald Trump is seated at his desk – and apparently snoozingGreat news for everyone who is soon to fly via a US airport: the Trump administration has just e
A fight over a datacentre in Utah has been a testing ground for citizens’ assemblies, paving the way to oversightWhat’s your “(p)doom” – the percentage chance that rogue AI will create an existential catastrophe? Judging by their recent warnings, it is rising among tech bosses.On 25 September, OpenA