Foreigners Buy Japan Stocks Alongside Record Futures Selling
Overseas investors dumped the most Japanese stocks on record last week while buying up cash equities amid growing uncertainty over whether a rally in shares will continue.
#盘面/资金
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。
彭博AI 评分3333 路透社利空AI 评分1616 Tech stocks struggle on AI spending worries, elevated yields - Reuters
Tech stocks struggle on AI spending worries, elevated yields Reuters
极客公园AI 评分2121 谷歌云发布 Gemini Agent；Manus 官宣五亿美元融资；小鹏上线 Robotaxi 打车小程序
谷歌云发布 Gemini Agent，支持多种 AI 模型 10 月 8 日，谷歌云在 Gemini at Work 2026 发布会上宣布，面向企业客户推出 Gemini 智能体（Gemini Agent）。这款产品定位「通用工作智能体」，支持 Gemini Enterprise 、Workspace 以及第三方服务。 谷歌表示，Gemini Agent 只需要用户给出目标就能完成工作，支持回答问题、处理知识型工作、创建媒体内容，以及编写程序。 除了充当个人助理之外，Gemini 智能体还可以用作「团队成员」。它可以在团队中担任 PM、财务分析师等。 目前，该智能体支持 Gemini 和 C
MarketWatch利空AI 评分5353 SpaceX计划收购Grain Management的800 MHz频谱组合，推进移动业务布局
SpaceX计划收购Grain Management的800 MHz频谱组合，以加强其移动业务布局。MarketWatch称，这一消息带动通信塔运营商股票表现；标题称AT&T和Verizon股价承压。
彭博利空AI 评分1919 Japan Deal Drought Cuts IPO Fundraising to Lowest in 14 Years
Fundraising through initial public offerings in Japan is drying up, in contrast to a dealmaking boom across Asia, after regulatory changes and a dearth of artificial intelligence related companies depleted up the listings pipeline.
IT之家AI 评分3030 IT早报 1009：苹果“欢迎回家”发布会定档 10 月 13 日；尊界回应“刹车踏板支架断裂”；小米 17 Ultra 全系涨 1000 元；小米澎程上市 30 天锁单已超 7 万台...
“IT早报”时间，大家好，现在是 2026 年 10 月 9 日星期五，今天的重要科技资讯有：1. 苹果官宣“欢迎回家”发布会定档 10 月 13 日，暗示首款智能家居中枢产品苹果营销高级副总裁 Greg Joswiak 发布预告，官宣“Welcome home（欢迎回家）”发布会定档美国东部时间 10 月 13 日上午 9 点（北京时间 10 月 13 日晚 9 点）。>> 查看详情2. 尊界回应制动踏板支架底座相关问题：制动系统按高于国家 / 行业标准开发验证，提供免费升级选择尊界汽车官方 10 月 8 日发布了关于尊界汽车制动踏板支架底座相关问题的情况说明。官方表示，尊界汽车的制动系统，
IT之家AI 评分7171 OpenAI 向投资者披露截至 9 月底年化营收逼近 500 亿美元，较此前媒体估算低约 200 亿美元
OpenAI 向投资者披露，截至 9 月底其年化营收逼近 500 亿美元，较媒体上月根据此前投资者数据估算的 700 亿美元低约 200 亿美元。报道援引知情人士称，差异与统计口径有关，Anthropic 将通过 AWS 和谷歌云等合作伙伴销售产生的营收计入，OpenAI 则剔除这部分合作收入。
MarketWatch利空AI 评分3131 Micron, Nvidia and AI chip stocks fall as report on OpenAI’s revenue causes ‘undue concern’
OpenAI’s annualized revenue reportedly fell short of expectations — but analysts say that reflects differences in how the figure is reported, not weakness in AI demand.
彭博利空AI 评分3636 Tech Stocks to Fall as OpenAI Sinks US Chipmakers: Markets Wrap
Asian tech stocks are set to come under pressure, tracking a selloff in US chipmakers as speculation over OpenAI’s revenue revived concerns about the sustainability of the artificial-intelligence spending boom.
路透社AI 评分88 Lawmakers raise alarm at Google plan to acquire Spirit Airlines data for AI models - Reuters
Lawmakers raise alarm at Google plan to acquire Spirit Airlines data for AI models Reuters
路透社利好AI 评分3131 US bonds rally after 30-year auction finds solid demand - Reuters
US bonds rally after 30-year auction finds solid demand Reuters
彭博利空AI 评分1616 Global Bonds Pressure Markets, Hyperscaler Debt, Schools Strained
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro, Wellington Management Senior Managing Director Brij Khurana, BNP Paribas Head of US Credit Strategy Meghan Robson, and MFS Investment Mana
彭博利好AI 评分1313 Chipotle Jumps on Report of Potential Starbucks Takeover | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Jess Menton, Carol Massar and Stacey Vanek Smith. (Source: Bloomberg)
路透社AI 评分99 US House Speaker Johnson weighs 'next chapter' if Republicans lose majority-Fox News - Reuters
US House Speaker Johnson weighs 'next chapter' if Republicans lose majority-Fox News Reuters
卫报AI 评分1111 Trump made ‘clear’ that media ban was due to critical coverage, court told
Lawyer for CNN, MS Now and Politico says Trump admitted he banned networks from White House over their coverageDonald Trump continues to be the strongest witness for the media companies arguing that they were unfairly barred from the White House at his direction, a lawyer representing CNN, MS Now an
彭博利空重大AI 评分2525 Oil Tops $105, Goldman Execs Eye Massive Bonuses
Oil jitters are back as Brent tops $105, hammering stocks and bonds. A massive new OpenAI financing deal fuels fresh AI bubble warnings. Goldman executives eye blockbuster bonuses. Plus, NYSE Group CEO Lynn Martin on the IPO race, PepsiCo cuts its outlook, and Chipotle jumps on a reported Starbucks
彭博利空AI 评分4141 美债收益率上升带来价值机会：JPMorgan Asset Management 的 Kelsey Berro 谈固定收益投资
Wellington 高级董事总经理兼固定收益投资组合经理 Brij Khurana，以及 JPMorgan Asset Management 固定收益投资组合经理 Kelsey Berro，参加 Bloomberg Real Yield 节目。油价上涨波及全球市场，股市下跌、债市震荡，市场担忧能源成本上升会推高通胀并迫使美联储加息。
彭博利好AI 评分1919 RBC’s Decade of Growth Puts It in Goldman’s Market-Value League
Royal Bank of Canada has climbed into the same market-value tier as Goldman Sachs Group Inc. and is worth more than Wells Fargo & Co. and Citigroup Inc., underscoring how a decade of expansion at home and abroad has pushed the Canadian lender into the upper ranks of North America’s most valuable ban
路透社利空AI 评分3030 Firmus investor stock falls after reports AI data centre operator may cut $5 bln IPO - Reuters
Firmus investor stock falls after reports AI data centre operator may cut $5 bln IPO Reuters
Business Standard利好AI 评分1313 Citi helps Indian companies raise nearly $16 billion so far in 2026
Citi has helped Indian companies raise nearly $16 billion through debt and equity markets in 2026 and advised on M&A transactions worth over $36 billion amid strong deal activity
彭博AI 评分4040 油价上涨引发美债波动，股市下跌
油价上涨波及全球市场，推动股市下跌，并令债券市场剧烈波动。市场担忧能源成本上升将推高通胀，迫使美联储加息；NewEdge Wealth 首席投资官 Cam Dawson 讨论了市场波动。
彭博AI 评分1717 NYSE Is Making Improvements, Other Are Not, Martin Says
NYSE Group President Lynn Martin says the exchange's open and close prices have become more robust and withstood volatility of all kinds, but she says that has not been the case with other exchanges in the past week. She speaks on "Bloomberg Open Interest." (Source: Bloomberg)
彭博利好AI 评分3333 Chipotle Jumps on Report Starbucks Explored a Takeover
Chipotle Mexican Grill shares jumped after the Financial Times reported that Starbucks has reportedly worked with advisers in recent months on a takeover proposal for Chipotle, according to the Financial Times. Starbucks Chief Executive Officer Brian Niccol previously spent six years as the top exec
CNBC利空AI 评分3232 10-year Treasury yield rises as Fed's Waller says more hikes needed, investors await 30-year auction
U.S. Treasury yields climbed higher on Thursday as investors eagerly awaited the long-dated bond auction later in the day, after strong sales of 10-year notes.
路透社利空AI 评分1919 Wall St slips as higher yields and oil prices flag inflation risk - Reuters
Wall St slips as higher yields and oil prices flag inflation risk Reuters
The VergeAI 评分88 75 great October Prime Day deals are still happening
It’s always a little awkward when this many deals survive what was supposed to be the “end” of a big Amazon sale. Nevertheless, I’m happy to say that most of the sale’s heaviest-hitting deals are still around — Apple’s discounts on its Mac Mini, MacBook Air, and AirPods Pro 3, plus all of Sony’s cur
路透社AI 评分1010 CNN, MS NOW, Politico to urge judge to block White House ban long-term - Reuters
CNN, MS NOW, Politico to urge judge to block White House ban long-term Reuters
CNBCAI 评分1717 Jim Cramer's top 10 things to watch in the stock market Thursday
We've got higher oil prices and interest rates to deal with this morning.
CNBC利好AI 评分2323 Options traders start calling bottom on bond rout after 'bullet bid' 10-year auction
Calling a bottom in the nonstop U.S. Treasury bond sell-off might seem crazy, but a handful of options traders look increasingly willing to do it.
彭博AI 评分3636 US Stock Futures Slip on Mounting Energy Shock, AI Bubble Fears
US stock futures are pointing to a lower open as investors weigh renewed energy-supply risks and persistent inflation pressures from AI-related capital spending that suggest the Federal Reserve may have more work to do on interest rates.
卫报AI 评分2020 First Thing: Trump endures protests in Texas as DNC sues over adverts
The president was repeatedly interrupted at a rally and faces a legal challenge over taxpayer-funded adverts. Plus Jonathan, the giant tortoise who may have the secret to longevityGood morning. Donald Trump suffered a torrid night at a rally in Texas that was rocked by repeated protests. The US pres
Business Standard利好AI 评分55 GST Council ends GST officers' arrest powers; ₹10,000 limit for notices
The council has removed the power to arrest under GST. It also raised the threshold for prosecution from ₹1 crore to ₹5 crore
彭博利空AI 评分2020 Indian Stocks Fall to Lowest Since April 2025 on Oil Worries
Indian equities slumped as elevated oil prices, higher bond yields and rising borrowings costs fuel persistent selling by investors.
IT之家AI 评分1818 日本零售商公布 9 月上旬显卡销量榜：RTX 3050 力压 RTX 50 系列登顶，连 GT 1030 都榜上有名
IT之家 10 月 8 日消息，日本消费电子产品零售商 Sofmap 今日公开 2026 年 9 月上旬显卡销量排行榜，统计日期为 2026 年 9 月 1 日至 2026 年 9 月 15 日。这段时间里，最畅销的显卡是技嘉 RTX 3050，RTX 50 系显卡甚至没有在前三名中。IT之家了解到，该零售商 9 月上旬最畅销的显卡是技嘉 RTX 3050 WINDFORCE OC V2 6G。该产品采用双风扇设计，长度仅 191mm，适合安装在紧凑型机箱中。配备 PCIe 4.0 接口，建议搭配 300W 电源。第二名是微星 GeForce GT 1030 2GD4 LP OC。这款显卡推出
MarketWatch利空AI 评分99 Oil prices are jumping again. How the S&P 500 has performed on days crude has seen big gains may be surprising.
The S&P 500 moves on days oil prices have gained 3% may come as a surprise.
彭博利空AI 评分3131 European Bank Stocks Head for Biggest Two-Day Slump Since March
Banks have been Europe’s best-performing stocks for two years, and were on pace for stellar gains again in 2026. The return of French debt worries is threatening to derail the rally.
IT之家AI 评分4949 香港恒生科技指数收跌 2.89%，创 2024 年 9 月 26 日以来新低
香港恒生科技指数今日收跌 2.89%，创 2024 年 9 月 26 日以来新低，恒生指数收跌 1.43%。港股大模型股 MINIMAX-W 跌超 13%、智谱跌超 7%；半导体、光通信及 PCB 概念股普跌。
彭博利空重大AI 评分1717 Oil Spoils the Global Stock Rally as Brent Tops $102
"Insight with Haslinda Amin" is a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)
Business Insider利空AI 评分3838 A tech crowd was polled on buying Anthropic shares at a $3 trillion valuation. Only 3 hands went up.
Everyone's waiting for Anthropic to go public. Buying the stock is another story.
路透社利空AI 评分1616 Indian shares extend losses as RBI rate hike, rising oil weigh - Reuters
Indian shares extend losses as RBI rate hike, rising oil weigh Reuters