How lower fuel economy targets could boost pickups and V-8 engines
An analyst who follows the industry says there are four ways recent changes to fuel economy rules will shift investment toward the most profitable segments.
#研报/观点
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。
CNBCAI 评分1919 钛媒体AI 评分6262 奥比中光机器人业务收入披露、盈利质量与股东减持情况梳理
钛媒体转载「创业最前线」文章，梳理奥比中光机器人业务收入未按下游行业单独披露、盈利构成及股东减持等情况。文章称，公司2025年营收9.41亿元、归母净利润1.28亿元，2026年上半年营收4.38亿元、归母净利润4164万元；2026年向蚂蚁集团关联销售金额预计为8000万元，较2025年实际发生额下降68.25%。
IT之家利好AI 评分4343 英伟达 CEO 黄仁勋谈生意经：要让合作伙伴也有利润
英伟达 CEO 黄仁勋表示，企业做生意不能独占利润、压榨供应商，应为合作伙伴留出收益，才能建立稳固的长期合作。他以英伟达与台积电三十余年的合作为例，强调双方应共同克服困难、支持彼此成功。
The AtlanticAI 评分1818 The Other AI Jobs
Will artificial intelligence pay for my cold-plunge pool?
金融时报利空AI 评分1111 New ‘zero-click’ spyware hacked phones using targeted ads
Citizen Lab researchers uncover Israeli-developed ‘AdFection’ technique that requires no interaction from victim to infect devices
金融时报AI 评分88 Macroeconomic policy must now do many things at once
Is it possible to contain debt and inflation without damaging the investment needed to restructure the economy?
雷锋网AI 评分4949 AI「土木系」薪资翻身：AI Infra 年薪最高可达 800 万？
AI Infra 工程师薪资上涨，优质人才年包可达七八百万，但仍低于算法岗的 500~1400 万。科锐国际专家称，Infra 人才跳槽薪酬翻倍较常见，涨至 3 倍属于个例；DeepSeek R1 于 2025 年初走红后，模型厂商对这类人才的争抢持续至今。
钛媒体AI 评分4646 投资人抢投科学家，中国量子赛道估值TOP 10都有谁？
中国量子赛道融资和估值快速抬升，投资人争相押注科学家创业，但多数企业尚未实现盈利，商业化仍需时间。2026年上半年，量子企业估值TOP 10总计超过500亿元；其中9家布局量子计算、1家布局量子精密测量。资金来自国资、市场化VC和产业资本，技术路线与商业化进程仍存在分歧。
钛媒体AI 评分2222 20家机构，见证中国资本的专业力量
这些机构的历史、规模与投资方法各不相同，但它们的实践共同呈现了中国资本配置的一幅图景。既有对新技术的提前投入，也有对成熟企业的持续研究，还有围绕长期资金、投资工具和专业服务展开的建设。
Business InsiderAI 评分4242 大型银行正加固系统防范失控 AI 智能体攻击
美国大型银行高管表示，正加固系统以防范可能利用软件漏洞发动攻击的失控 AI 智能体。美国银行上季度聘请 1,000 名外部顾问修补代码库漏洞；花旗集团、摩根士丹利、高盛和摩根大通高管也谈及加强网络防御及 AI 风险管控。
AxiosAI 评分2222 America's not ready for the consequences of space warfare
The future of war is in outer space — and the U.S. is unprepared for the fallout.Why it matters: An outbreak of space warfare would cripple the global economy by disrupting satellites used for everything from worldwide financial transactions to maritime navigation. It would also hinder the U.S. mili
AxiosAI 评分1515 YOLO Chuck: Schumer's final fight
Senate Minority Leader Chuck Schumer (D-N.Y.) is on the cusp of leading his party to midterm victory and reclaiming his title as Senate majority leader.Winning the majority isn't guaranteed. But this son of Brooklyn, who has been in public life for 52 years, is more than favored to win a secret ball
财富AI 评分1414 What is it like running a Fortune 500 business? HP’s regional CTO on adopting AI safely and motivating tech teams
Over the past few months, Fortune has spoken with senior HP leaders to understand how the company is evolving—from innovation and culture to customer engagement and the future of work.
彭博AI 评分1313 Dangote Pushes African Market Access for IPO With Egypt Visit
Aliko Dangote is pushing the expansion of capital markets as Africa’s richest man readies to offer global depository receipts in Egypt.
金融时报AI 评分1111 CoreWeave better hurry up figuring out how to tap insurers for cash
We’ve seen this McBee movie before . . .
经济学人AI 评分1111 How Ukraine’s biggest bank is run in a war zone
PrivatBank is a case study in adaptation
路透社AI 评分2121 COMMENTARY: Oil's long view darkens as Iran war refuses to end - Reuters
COMMENTARY: Oil's long view darkens as Iran war refuses to end Reuters
钛媒体AI 评分4949 焦虑的印奇押注阶跃星辰首款智能体手机 STEPX Neo
阶跃星辰推出首款大模型原生智能体手机 STEPX Neo，试图以自研系统和终端争夺智能体入口。其核心系统 Step AOS 1.0 目前仍处于系统方案与样机验证阶段，官方称完成度约70%，跨应用调度、第三方App接口稳定性和复杂任务容错率尚未经过大规模用户检验。文章认为，产品能否建立用户与App接口的闭环，仍待市场验证。
Foreign AffairsAI 评分55 The Middle East’s Quiet Liberal Revolution
What people in the region actually believe.
Business Insider利空AI 评分2121 Young New Yorkers are facing a tough job market — and a college degree may not make a difference
Unemployment rates in NYC show that young workers with degrees face challenges similar to those of non-degree holders. It may be because of AI.
AxiosAI 评分4343 Axios独家：比尔·盖茨重返前线，推动应对人工智能风险
比尔·盖茨正准备大幅扩大人工智能安全倡议，亲自游说商界领袖，并考虑大规模投入资源，以推动更有力的人工智能监管框架。他与人工智能高管、研究人员和安全倡导者广泛交流，包括 Anthropic CEO Dario Amodei。盖茨在8月的文章中呼吁设立新的监管机构、为人类保留部分工作岗位，并对人工智能使用和机器人征税。
MarketWatch利空AI 评分3434 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.
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)
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