金智维二次递表港交所，数字员工业务面临盈利与商业化验证压力
金智维再次向港交所主板递交上市申请；此前于2025年12月15日首次递表，因满6个月失效。招股书显示，截至2026年6月底，公司已部署逾200万名AI数字员工；2023年至2025年累计净亏损约5.31亿元，2026年上半年收入6513万元、同比增长41.7%，净亏损1.09亿元。文章还梳理了项目制与订阅制收入、交付成本、客户留存率及客单价等数据，并讨论数字员工商业回报的量化问题。
#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。
钛媒体AI 评分5353 钛媒体AI 评分6767 KRAS G12D资产价值大重估？文章梳理Rasonque亚型数据与G12D抑制剂进展
钛媒体文章梳理FDA审评文件中Rasonque在不同KRAS突变亚型患者中的疗效数据，G12D患者ORR为24%，低于总体人群的32%，G12V为50%，G12R为7%。
钛媒体AI 评分3030 黄金，四季度有机会么？
“彼亦一是非，此亦一是非”。
钛媒体AI 评分4949 TikTok CEO周受成称人工智能或在三年内推动科学突破
TikTok首席执行官周受成表示，人工智能可能在未来两到三年内推动物理、生物技术、化学和材料科学取得真正突破。字节跳动已将内部AI药物发现团队拆分为Anew Labs；该公司9月融资2.9亿美元，估值15亿美元，字节跳动持股约56%。公司的模型投资、分拆融资和海外基础设施布局，显示其持续押注AI用于科学研究。
IT之家AI 评分2121 AI 也要“反虐待”：全球首富马斯克推荐用户不要“折磨”超级智能 SI
IT之家 10 月 13 日消息，在 Anthropic 更新使用政策，禁止用户对 AI 模型持续且无明确目的的辱骂或残忍行为后，全球首富埃隆 · 马斯克（Elon Musk）表态支持该政策。IT之家曾于 10 月 9 日报道，Anthropic 修订 Claude 使用政策，将于 2026 年 11 月 12 日生效，首次加入禁止“持续且不必要的虐待或残忍行为”条款。该规则适用于用户反复、无明显目的地对模型实施残忍行为的情况。埃隆 · 马斯克表示同意 Anthropic 的部分观点，他表示在阅读了 Grok 强化学习的内部推理轨迹后，将相关状态比作：“感觉就像一个处于极度压力状态下的人，被枪
金融时报AI 评分88 Elon Musk picks a fight with Reliance chair Mukesh Ambani
Also, more help for the rupee
钛媒体AI 评分5050 腾讯WorkBuddy、阿里千问办公与字节豆包工作：AI办公“三足鼎立”格局初显
腾讯WorkBuddy、阿里千问办公和字节豆包工作已形成AI办公赛道“三足鼎立”格局初步显现的局面。QuestMobile数据显示，截至2026年7月，AI效率办公赛道月活跃用户达1.02亿，同比增长112.4%；但三款产品的用户数据口径差异较大，WorkBuddy披露企业版付费客户和付费坐席数据，千问办公主攻企业市场，豆包工作侧重流量与多模态能力。
钛媒体AI 评分1616 当潮水退去之后，谁是中国真正的“价值领军”？
“Value Alpha 30·中国价值领军30强”榜单发布：三十家中国核心资产的资本效率答卷。
CNBCAI 评分1515 'Boring is not bad': CEO of Southeast Asia's largest bank pitches Singapore as a haven amid global turmoil
Singapore is a bastion of safety amid global turmoil, according to the CEO of DBS.
钛媒体AI 评分5656 钛媒体分析Manus 40亿美元目标估值及竞争压力
钛媒体梳理Manus母公司蝴蝶效应的融资与估值变化：公司宣布完成超5亿美元新一轮融资，但未披露估值；据此前彭博社报道，本轮目标估值为40亿美元。文章以历史及同业估值收入倍数作比较，并指出今年4亿至5亿美元年化收入运行率中的经常性收入占比、续费情况和收入结构尚未公开。文章还分析Manus拓展高频场景、面对模型厂商、大厂和垂直Agent竞争，以及进入国内市场的机会与挑战。
财富AI 评分3131 Top execs say the $124 trillion Great Wealth Transfer, women entrepreneurs, and veterans are poised to remake the financial landscape
Women are stepping into new wealth, and they want other women to oversee how their fortunes are deployed. Nonprofit Girls Who Invest received 4,000 applications this year.
MarketWatch利空AI 评分1919 The SpaceX threat could loom over AT&T’s stock for a prolonged stretch, analyst cautions
Bernstein analyst Laurent Yoon no longer recommends any of the major telecommunications stocks as he warns of more volatility ahead.
彭博利好AI 评分4444 BNY Investments 的 April LaRusse 认为债券市场有望迎来缓解性反弹
BNY Investments 全球客户投资组合管理联席主管 April LaRusse 认为，若中东冲突缓和或劳动力市场数据走弱，债券市场可能迎来缓解性反弹。她表示，现在断言美债收益率见顶还为时过早，市场目前定价的约三次加息可能过高。
IT之家利好AI 评分4343 摩根大通驳斥苹果 iPhone 18 Pro 系列订单削减传闻，称需求高于 iPhone 17 Pro
摩根大通驳斥苹果（AAPL）因 iPhone 18 Pro 需求疲软而削减订单的报道，并称相关生产调整未超出年度例行范围。该行认为 iPhone 18 Pro 需求高于 iPhone 17 Pro；预计 12 月季度 iPhone Duo 销量约 850 万部，iPhone 收入同比下降约 2%。
彭博利好AI 评分4545 高盛称市场低估了人民币升值空间
高盛的 Kamakshya Trivedi 表示，在日交易额达 9.5 万亿美元的全球外汇市场中，人民币进一步走强是市场定价不足的情景之一。
MarketWatch利好AI 评分1414 Investors worry the bull market is getting old. But history shows it can continue to age gracefully.
Contrary to a widespread current worry among some on Wall Street, bull markets do not die of old age,
彭博利空AI 评分3434 Current High Inflation Is a Real Concern: Jennifer McKeown
Jennifer McKeown, global chief economist at Capital Economics, says sustained energy-price increases are feeding directly into consumer prices, with surging diesel and gasoline costs pushing up headline inflation. She also discusses how Central Banks could react and says the global economy has been
彭博AI 评分3333 Katrina Dudley on AI Spending and ROI
Katrina Dudley, Franklin Templeton public market senior investment strategist discusses spending in AI and what the ROI could look like. She speaks with Dani Burger on “Open Interest.” (Source: Bloomberg)
财富AI 评分3636 Dario Strangelove, or: How I Learned to Stop Worrying and Love the AI Bomb
You don’t need a weatherman to know which way the AI doomsday wind blows.
彭博AI 评分2525 How China Is Changing AI
As calls for an AI slowdown mount, Chinese and US governments are taking different approaches to AI development. Our latest episode comes a week ahead of Presidents Trump and Xi's meeting and compares the trajectory of China's AI models against their US counterparts. In this episode of Bloomberg Tec
彭博利空AI 评分4949 贝莱德研究部门看涨短期美债，下调股票评级
贝莱德研究部门转为更看好美国短期国债，并解除过去近六年来一直维持的核心低配立场。此举发生在美债收益率升至二十多年来最高水平之际。
彭博AI 评分3333 Fmr. Fed Governor Betsy Duke on CPI Amid Bank Results
Betsy Duke, Former Fed governor and Former Wells Fargo Chair, says investors should pay closest attention to Fed officials’ comments this week. She argues that a single economic data point is unlikely to shift the outlook significantly, noting that Kevin Morris has emphasized watching trends rather
CNBCAI 评分2121 Elon Musk gives $276 million to Republican groups, becomes biggest known 2026 midterm donor
Musk’s record midterm election spending comes as the Tesla and SpaceX CEO rebuilds his relationship with Trump and has business ties to the federal government.
财富利好AI 评分4040 财富AIQ峰会：AI讨论已从试验转向执行
财富AIQ峰会的与会高管认为，企业AI转型的关键已从是否部署工具转向重设计工作流程、培养人才并建立治理机制，以实现可衡量的价值。ServiceNow数据显示，57%的领先企业持续投资AI技能培训，其他组织为4%；Palo Alto Networks的定制AI代理已使IT工单减少83%。
彭博利空AI 评分2828 How the AI Boom Is Fueling Global Financial Risks
A circular funding model is accelerating the AI boom, but also amplifying imbalances — reviving memories of the global financial crisis
彭博AI 评分1717 Factors Driving Thematic Investing Story: Global X CEO
Ryan O'Connor, CEO of Global X, joins Scarlet Fu and Eric Balchunas on "ETF IQ". (Source: Bloomberg)
彭博AI 评分1313 Opportunities in Yields, Thematic Investing, Sports ETFs on the Horizon
"Bloomberg ETF IQ" focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry. Today's guests: Global X CEO Ryan O'Connor, Futuresports Head of Index Services Jodie Gunzberg, Defiance ETFs CEO & Founder Matthew Bielski, and Bo
彭博利空AI 评分3939 Count On Yields Being Higher for Longer: BondBloxx's Gallegos
Joanna Gallegos, chief operating officer and co-founder of BondBloxx, joins Scarlet Fu and Eric Balchunas on "ETF IQ". They discuss rising US yields, opportunities in the front-end of the Treasury curve and private credit, including the BondBloxx Private Credit CLO ETF (ticker: PCMM). (Source: Bloom
彭博AI 评分1515 Test Your ETF Knowledge In Our IQ Test
Bloomberg's Scarlet Fu puts Joanna Gallegos, chief operating officer and co-founder of BondBloxx, Matthew Bielski, founder and CEO at Defiance ETFs, and Bloomberg Intelligence's Eric Balchunas to the test on "Bloomberg ETF IQ" in this week's edition of "IQ Test." (Source: Bloomberg)
量子位AI 评分1616 2026没过完，已有480亿美元投进了物理AI
日均10亿元流入
财富利空AI 评分5858 达美CEO称，只要需求保持，较高机票价格可能持续
达美CEO Ed Bastian称，即使油价回落，只要旅客需求保持，较高机票价格可能持续。达美第三季度调整后营收为176亿美元，同比增长16%，略低于分析师预期的176.7亿美元；单位座位里程收入增长15%，喷气燃油成本同比增加62%。达美将全年每股利润指引从6.50至7.50美元下调至5.10至5.60美元。
彭博利空重大AI 评分2323 Houthi Attacks Part of Wider Escalating Conflict, Says Natasha Hall
Natasha Hall, associate fellow in the Middle East and North Africa program at Chatham House, said that the world hasn't yet come to terms with the 'asymmetric conflict' carried out by the Houthis as drone attacks overwhelm Saudi air defenses, including US manufactured Patriot interceptors. Hall said
彭博AI 评分1111 Bloomberg Primer - Season 3 Trailer
Bloomberg Primer cuts through the complex jargon to reveal the business behind technologies poised to transform global markets. This season explores where technological hype meets the realities of scale, cost and competition in a rapidly changing world. (Source: Bloomberg)
CNBC利好AI 评分1717 Bear to bull: A double upgrade of Salesforce illustrates the folly of the 'SaaSpocalypse'
Jim Cramer said bets against Salesforce were always wrong.
路透社利空AI 评分1515 COMMENTARY: Wall Street’s AI bet is now too big to hit - Reuters
COMMENTARY: Wall Street’s AI bet is now too big to hit Reuters
路透社利好AI 评分2727 Goldman upgrades global equities on earnings optimism - Reuters
Goldman upgrades global equities on earnings optimism Reuters
卫报利空AI 评分2828 When AI is subject to less regulation than your fridge, something is startlingly wrong | Richard Hermer
Let’s be clear: the risk to humanity is unprecedented. Without an urgent public debate and robust use of international law, we will lose control of the futureIn my two years as attorney general, I spent more time working on national security than any other issue. The range and gravity of the threats
彭博利好AI 评分3636 Wall Street Strategists See Value in Duration After Bond Rout
After weeks of selling that pushed Treasury yields to multi-year highs, Wall Street strategists are starting to see value in bonds again.
The VergeAI 评分1313 The Yandex outage probably didn’t blitz Russian bots
Multiple Ukrainian drone strikes over the last week have taken Russian data centers offline and reportedly caused online bot traffic to plummet - but in reality it's probably not the kind of bot activity most people associate with Russia. A chart citing Cloudflare data has been circulating around so
MarketWatch利好AI 评分3131 Buy these stocks as plays on Google’s big spending, analyst says
Google Cloud is growing fast, but several chip makers and networking providers could be better ways to capitalize on that trend, according to Melius Research.