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。
#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。
彭博AI 评分4747 彭博AI 评分4040 Anthropic投资者日聚焦增长
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。
彭博AI 评分4646 经济增长韧性缓冲利率上升对科技股的压力
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。
Fast CompanyAI 评分1212 Smarter AI will create better B2B marketers
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
The VergeAI 评分44 The Alexa Tablet 12 Pro is almost the Android tablet we needed
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 [
财富AI 评分4141 华尔街大型银行业绩喜忧参半，高管称IPO暂缓不会持续太久
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。
财富AI 评分2525 Why travelers are switching their favorite brands
AI agents are changing how travelers choose brands. Loyalty points alone won’t outweigh a faster, easier booking experience.
彭博AI 评分1717 Fast-Money Quants Are at Odds With Fundamental Stock Investors
Money managers who focus on economic growth and the strength of earnings are showing growing doubts about the rally in US stocks.
彭博AI 评分3838 Natixis Economist Sees One More Fed Rate Hike
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
路透社AI 评分00 COMMENTARY: Morning Bid: Trillion dollar trade - Reuters
COMMENTARY: Morning Bid: Trillion dollar trade Reuters
路透社AI 评分66 Nine ways the Trump administration could interfere with the midterms - Reuters
Nine ways the Trump administration could interfere with the midterms Reuters
金融时报AI 评分1414 Europe’s defence stocks send a geopolitical distress signal
Even when governments do sign big cheques, it takes a while for defence contractors to ramp up production
IT之家AI 评分2424 戴尔 CEO：AI 需要保障措施和控制，政府应发挥作用
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
Ars TechnicaAI 评分2828 The Internet’s undersea backbone is slipping into the danger zone
Elisabeth Braw’s book Undersea War on rising risks for undersea infrastructure.
财富AI 评分1919 I spent years running AmeriCorps. The best job training in America isn’t happening in the classroom
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.
MarketWatchAI 评分2929 Here’s how much the AI boom is contributing to inflation, according to Goldman Sachs calculations
Goldman Sachs economists have calculated how much the AI boom has contributed to inflation.
MarketWatch利好AI 评分3030 What analysts are watching with key semiconductor maker TSMC set to report results
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.
MarketWatch利好AI 评分1919 Charles Schwab and DoorDash ranked among bargain stocks that could lead the market higher
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.
彭博利好AI 评分4848 ACEA主席兼梅赛德斯-奔驰集团CEO欢迎欧盟与中国就混合动力汽车达成协议
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。
彭博AI 评分3131 Could A 'Beige' Budget Could Be Good For The UK?
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
彭博利空AI 评分2323 Bullard Sees ‘Two Hikes and Hope’ From Federal Reserve
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)
彭博利空AI 评分4141 拆解美国银行第三季度财报
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。
路透社利空AI 评分1818 Poland's Sikorski asks 'big man' Musk if he is playing politics with Starlink in Ukraine - Reuters
Poland's Sikorski asks 'big man' Musk if he is playing politics with Starlink in Ukraine Reuters
路透社利空AI 评分1717 Google Deepmind's Hassabis calls AI hacks 'early warning shots' - Reuters
Google Deepmind's Hassabis calls AI hacks 'early warning shots' Reuters
钛媒体AI 评分6868 康方生物拟折价配售2000万股，净筹约19.41亿港元
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。
WiredAI 评分1414 The Politics of Solar Energy Are Getting Weird, Mean, and a Little MAGA
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.
The VergeAI 评分1717 The Tesla Roadster could have stayed vaporware
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
卫报AI 评分1515 I work for a major insurer. Much of my industry is fudging the numbers in the face of the climate crisis | Anonymous
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
彭博AI 评分3232 Strategists See European Stocks Posting a Bumper Earnings Season
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.
彭博AI 评分88 India's Mittal Says His Satellite Venture Is Ahead of Musk's Starlink
"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
彭博AI 评分1919 How to Survive in a World Reshaped by Trump
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)
CNBCAI 评分88 How Trump’s tariffs and Iran war are becoming liabilities in Michigan’s Senate race
Republicans are largely leaving Trump out of general election ads, with some battleground candidates breaking from him on tariffs and Iran.
路透社利空AI 评分4444 ASML CFO称《MATCH法案》限制DUV设备对华销售将适得其反
ASML CFO表示，若美国《MATCH法案》限制DUV设备对华销售，将适得其反。
卫报AI 评分1616 AI overlords say they want to democratise their technology. Here’s how | Richard Wilson and Clara Long
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
卫报AI 评分88 Trump heads to rallies in Arizona and Montana after campaign stop-off in Alaska – US politics live
Trump has taken to campaigning in conservative-leaning parts of competitive states, rather than in more politically diverse areasThe family of a British man who was killed by a tiger at a wildlife park have spoken of their “severe distress” after Donald Trump shared a video of the incident on socia
钛媒体AI 评分5151 钛媒体分析王兴兴押注 GPT-7 解决具身智能问题的技术逻辑与接触操作难点
钛媒体分析王兴兴称 GPT-7 可能在明年解决具身智能问题，并梳理其对机器人产业化时间表的多次调整。文章以叠衣服等柔性物体操作为例，解释摩擦、接触动力学和物理交互数据为何构成灵巧操作难点，并讨论通用大模型在语义理解与任务分解上的作用边界。
钛媒体AI 评分7070 800MHz频谱三年三易其主：SpaceX拟约80亿美元收购，仍待FCC批准
SpaceX于2026年10月8日宣布与Grain Management达成协议，拟收购其持有的全美800MHz低频段频谱；约80亿美元的交易金额来自路透社援引知情人士的报道，双方未披露具体条款，交易仍需FCC批准。
钛媒体AI 评分5151 全球汽车业百年三次出清留下五条生存法则
文章回顾美国、欧洲和日本汽车业的出清周期，总结企业流动性、EV/EBITDA估值、股权与客户结构、后服务市场和跨行业技术五方面观察。文中统计的21家A股和港股整车厂中，10家经营性现金流净流出、仅3家经营性现金流净额占营收超过18%；137家披露单一大客户占比的A股供应链企业中，60家超过20%。
Business InsiderAI 评分3838 The winners and losers of the new H-1B era
Business Insider spoke to immigration lawyers and academics, and analyzed H-1B application data, to understand who's better and worse off.
AxiosAI 评分2121 AI's extreme heat challenge is moving from prediction to protection
Cities and researchers are using AI to map and predict extreme heat risk, but new research suggests it's used far more to identify where people are in danger than to help officials respond.Why it matters: As climate change intensifies extreme heat, better predictions won't protect vulnerable communi