Piyush Goyal：印度与美国贸易协议首批内容接近敲定
印度与美国正在敲定贸易协议首批内容的法律文本。新德里希望在协议正式实施前取得有竞争力的关税优势。
#美股/全球
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。
Business StandardAI 评分4242 Axios利空AI 评分2727 America's wits' end election approaches
Data: AP-NORC; Chart: Avery Lotz/AxiosA quartet of polls out this week carry a stark message: Americans feel disgruntled, dizzy and down on the man in the White House.Why it matters: The vibes going into the midterms are bleak, with a large majority of voters wanting significant change. But the ques
财富AI 评分4444 美国人对气候变化有“六种观点”，对数据中心却只有两种
调查显示，多数美国人反对在当地建设数据中心，即使他们对气候变化的看法不同，对数据中心的态度也可能相近。56%受访者反对当地建设数据中心，15%支持；59%预计电费会上涨。受访者也普遍支持要求数据中心抵消其用电量。
财富精选AI 评分8484 台积电确认与马斯克讨论参与德州Terafab项目
台积电称正在讨论参与马斯克计划在德州建设的Terafab芯片制造项目，并已派团队评估在德州扩产，相关计划仍在商议中。台积电公布7月至9月净利润为7631亿新台币，同比增长69%；营收为1.49万亿新台币，同比增长51%，均高于预期。马斯克此前表示将建设并运营晶圆厂；台积电董事长魏哲家则称，德州工厂必须由台积电运营。
推荐理由：台积电称已派团队评估德州扩产并与Terafab项目讨论合作，马斯克对晶圆厂运营安排的表述与台积电的要求有所不同。
彭博利好AI 评分1919 Municipal Bond Rally Sends Yields Down the Most Since April 2025
State and local debt prices rallied across the curve on Thursday, with 10-year municipal bonds surging the most since last April, in line with a similar move in the US Treasury market.
CNBCAI 评分1414 Tale of two markets: Our 3 biggest winners and losers over the past five weeks
A divided market created big winners and losers. Here's how our stocks fared since the last Monthly Meeting.
路透社利空重大AI 评分1818 US chip stocks set to wipe out $2 trillion after latest selloff - Reuters
US chip stocks set to wipe out $2 trillion after latest selloff Reuters
Business InsiderAI 评分6767 乌克兰 Starshield 军用卫星服务据称部分恢复，此前速度限制影响无人机行动
乌克兰国防部及议会消息人士称，Starshield 服务周四已至少部分恢复；一名议员称其容量恢复至中断前水平。周三的速度限制影响了部分无人机行动，有部队曾在时速低至 45 英里时失去连接。报道说，中断影响范围尚不明确，乌克兰国防部正在调查原因。
彭博精选AI 评分6868 芯片股市值缩水1万亿美元，杠杆ETF吸引数十亿美元资金
芯片股市值缩水1万亿美元之际，ETF投资者向这轮下跌投入数十亿美元。一只将该板块每日敞口放大至三倍的基金，本周资金流入有望创纪录。
推荐理由：芯片股市值回落与杠杆 ETF 资金流入同时出现，摘要给出板块市值变化和单只基金资金流向两个观察口径。
彭博利空AI 评分2626 ADP's Richardson: This Is a Lopsided Economy
ADP Chief Economist and ESG Officer Nela Richardson says the US has a lopsided economy. She says new data shows inflation is running hot while paychecks are not keeping up. She speaks on "Bloomberg Surveillance." (Source: Bloomberg)
彭博AI 评分3838 US Pump-and-Dump Crackdown Aimed Abroad Meets Homegrown Protests
Nasdaq’s attempt to delist tiny foreign companies with volatile trading records has run headlong into criticism that it will kick out legitimate homegrown businesses.
彭博利好AI 评分4343 Partners Group首席投资策略师Amoroso称美联储下次会议不会加息
Partners Group首席投资策略师Anastasia Amoroso称，即使生产者价格数据高于预期，美联储下次会议也不太可能加息。她在《Bloomberg Open Interest》节目中发表了这一看法。
金融时报利空AI 评分6464 投资者抛售数据中心债券，AI 借款人面临“达尔文时刻”
投资者抛售数据中心债券，AI 基础设施提供商和 neocloud 公司的债务已跌向压力区间。
路透社AI 评分1111 Just over half of candidates in key US Senate races say they will accept results, others hedge - Reuters
Just over half of candidates in key US Senate races say they will accept results, others hedge Reuters
Fast Company利空重大AI 评分5454 CoreWeave股价一周下跌逾25%，AI支出担忧波及相关股票
CoreWeave（CRWV）股价过去一周下跌逾25%，周四盘前一度下跌7%；此前一个交易日下跌15.46%。市场担忧涉及公司债务及AI支出回报，Gartner预计，到2030年逾80%的新云服务商可能关闭，并称逾3.5万亿美元的AI基础设施支出可能面临减值风险。
MarketWatchAI 评分1818 There’s a ‘monstrous bull market’ developing under the surface of the S&P 500. This hedge-fund manager tells you where it’s at.
The index may not move much because the stocks with the biggest weightings lag, but there’s a bull market starting to bubble elsewhere, says a hedge-fund manager.
MarketWatch利空AI 评分2828 Micron, Nvidia and other chip stocks face renewed pressure as AI fears swell
Reported details about Anthropic’s financial progress are adding to concerns about the health of the AI ecosystem.
彭博AI 评分3737 US Stock Futures Today: CoreWeave, Dell, FMC, Intel, Micron, Penske
S&P 500 Index futures fall 0.3% as of 7:56 a.m. in New York as a selloff in the artificial-intelligence trade gathered speed and pushed investors toward the safety of bonds.
金融时报利空AI 评分77 Rising inflation piles pressure on US voters ahead of midterm elections
Also in today’s newsletter, are Democrats developing an advantage among independent voters?
CNBCAI 评分1414 Jim Cramer's top 10 things to watch in the stock market Thursday
This is a fulcrum day for the market.
CNBC利空AI 评分4040 科技股大跌之际，投资者转向美债避险，收益率下滑
科技股大跌之际，投资者转向美债避险，美债收益率随之下滑。
CNBCAI 评分2121 Memory stocks are getting hammered. China and a 2029 oversupply are the big worries
SK Hynix, Samsung and Micron have been some of the hardest-hit names in the latest tech sell-off.
CNBC利空AI 评分00 Wholesale prices jumped 6.3% annually in September, biggest gain since 2022
September producer prices were expected to increase 0.6% month-over-month and 5.5% annually, according to the consensus estimate by Dow Jones.
路透社利好AI 评分2424 Indian share benchmarks log best day in four months on global AI slump - Reuters
Indian share benchmarks log best day in four months on global AI slump Reuters
路透社AI 评分3939 CoreWeave shares, bonds slide further as AI debt fears mount - Reuters
CoreWeave shares, bonds slide further as AI debt fears mount Reuters
卫报利空AI 评分1919 Bad news for Trump ahead of the midterms: it’s still the economy, stupid
Voters’ opposition to the state of Trump’s economy is well established – despite his desperate attempts to deflectOur reporters answer your questions about the US economy and the midterm electionsIt’s indisputable that the political polarization of our time has reduced (and confused) the influence o
卫报利空重大AI 评分1515 First Thing: US ‘betrayal’ over Starlink undermines Ukrainian defense
President Zelenskyy accused Donald Trump of taking Russia’s side after access to the vital system was throttled. Plus, a happy ending for a dog that was missing for a monthGood morning. Ukraine’s president has said he feels “betrayed” by Donald Trump over a throttling of Starlink access. Volodymyr Z
MarketWatch利空AI 评分1515 This 30-year market veteran is alarmed by a record-chasing S&P 500. Here’s where he’s investing instead.
Steven Jon Kaplan sees a completely irrational stock market right now, and investors ignoring a perfectly safe way to play that.
彭博利空AI 评分1616 AI Stocks Slide as TSMC Outlook Fails to Ease Bubble Fears
"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: Vasiliki Pachatouri
彭博利空AI 评分4141 AI股票抛售加剧；Anthropic第三季度营收达168亿美元；Warsh将在曼谷发表讲话
AI相关股票抛售加速，美国股指期货下跌，投资者转向债券。Anthropic向潜在投资者表示，其第三季度营收达到168亿美元，并计划近期上市。投资者还在等待PPI、零售销售和初请失业金数据，以及美联储主席Warsh在曼谷的讲话。
彭博利空AI 评分4747 BlackRock的Wei Li看好短期美债并下调股票评级
BlackRock全球首席投资策略师Wei Li解释该公司看好短期美债、同时下调股票评级的调整。她在“Bloomberg Surveillance”节目中谈及这一策略。
彭博利好AI 评分1515 Eskom CEO Still Sees Scope for Growth
As South Africa’s state power utility relinquishes its monopoly over electricity provision, CEO Dan Marokane says it will remain a dominant player in the country and take on an increasingly important role in neighboring states. He spoke to Bloomberg Television’s Jennifer Zabasajja at the company’s J
NPR利空AI 评分88 After booting 760K off ACA health plans, the Trump administration adds some people back
The Trump administration provided few details about its process for canceling hundreds of thousands of Affordable Care Act enrollments — even as the next stage of the anti-fraud effort is underway.
金融时报利空重大AI 评分5555 金融时报称两艘油轮在北约水域遇袭，俄罗斯受到怀疑
金融时报报道称，两艘化学品油轮在罗马尼亚近海起火，俄罗斯被怀疑发动袭击。摘要称，事发区域曾发现俄罗斯无人机。
The AtlanticAI 评分1818 The Other AI Jobs
Will artificial intelligence pay for my cold-plunge pool?
MIT Technology ReviewAI 评分5555 美国核电站还能通过升级增加多少发电能力？
美国现有核电站正推进增容改造，文章梳理了设备升级方式、近期项目和潜在增量，并将其与AI带来的电力需求预测对照。Constellation计划投入超过43亿美元，为11座反应堆增容，新增电力约可供70万户美国家庭使用；美国能源部将提供超过40亿美元，支持Vistra在宾夕法尼亚州和俄亥俄州核电站的升级，项目将增加433兆瓦容量。
财富利空AI 评分6767 《财富》称华尔街担忧美国经济比表面看起来更脆弱
《财富》报道，华尔街对美国经济韧性的担忧上升，小企业销售反馈转弱、医疗行业以外就业增长近乎为零，9月CPI升至3.7%。文章还提到，市场定价显示美联储10月再次加息的概率为50%；科技股下跌期间，韩国KOSPI一度触发停牌，10年期美债收益率在5.32%见顶后回落至5.08%。
财富利空AI 评分2121 Global wave of selling as traders flee tech stocks
Everything you need to know before you reach the office this morning.
卫报AI 评分1111 Trump’s ambassadors: the loyalists and allies at the center of controversy
Kimberly Guilfoyle’s departure has renewed scrutiny of the president’s picks for diplomatic posts, from France to JamaicaDonald Trump has appointed family members, friends and loyal political allies to represent the US on the world stage, dispatching an extraordinary array of characters to embassies
卫报利好重大AI 评分4848 特朗普称伊朗战争“很快就会结束”，美国中期选举造势升温——美国政治实时报道
美国总统唐纳德·特朗普称，伊朗战争“很快就会结束”，并表示结束时间由他决定；他还称伊朗不会拥有核武器，油价将“大幅下跌”。美国中期选举在经济不确定性和全球冲突持续的背景下进行，得克萨斯州民主党参议员候选人詹姆斯·塔拉里科接受选民提问，乌克兰总统泽连斯基称因乌军使用星链受限而感到被美国“背叛”。