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。
The Korean market rises on falls on expectations for profitability of the semiconductor industry and how long it can be sustained. Sentiment is cyclical and right now, the skepticism is rising
美国银行（Bank of America Corp.）的一项调查显示，追逐人工智能推动的股票涨势的全球投资者，对科技股的敞口达到新冠疫情后反弹以来最高水平；那轮反弹发生在六年前。
India’s software services stocks are headed for their biggest jump in 17 months as a slide in Asian chipmakers triggered a rotation into the so-called anti-artificial intelligence trade.
Meta 于10月12日发布 Muse Wonder（代号 Watermelon），称其在编程、金融和法律任务上可比肩 ChatGPT 与 Claude，部分基准超过 Claude Opus 5.5、Fable 5.1 和 GPT-6 Astra。
Asian markets fall and Samsung shares tumble after its Chinese rival CXMT claims strong progressBusiness live – latest updatesShares in semiconductor companies fell on Tuesday after the boss of Broadcom compared many AI investors to “casino” gamblers, and Chinese memory chip maker CXMT said it had m
Shares of scandal-hit Nidec Corp. fell 6.6% on Tuesday to their lowest level since July 2016 amid concerns about the risk of delisting.
A social media account affiliated with China’s official broadcaster signaled Beijing is prepared to act if the European Union introduces new trade restrictions after reaching an agreement limiting imports of Chinese hybrid vehicles.
Rolling coverage of the latest economic and financial newsSusannah Streeter, chief investment strategist at the broker Wealth Club, says the tech-light nature of the FTSE should give it some protection from the AI sell-off in Asia when the UK’s market opens shortly.The sell-off drama has been concen
Tom Orlik, Chief Economist, Bloomberg Economics examines the role of human intelligence in navigating an increasingly hostile world at the 2026 Bloomberg New Economy Forum in New Delhi. (Source: Bloomberg)
Indian Prime Minister Narendra Modi says global supply chains, trade and technology are increasingly being used as tools of coercion, and declared that his country stands apart. Here's his full speech in Hindi from the Bloomberg New Economy Forum in New Delhi. [Closed captioning is unavailable for t
Bloomberg's Stephanie Flanders, Chetna Kumar, John Micklethwait and Mishal Husain discuss India’s role amid shifting global power, trade and technology at the 2026 Bloomberg New Economy Forum in New Delhi. (Source: Bloomberg)
Morning Bid: The fragile AI trade Reuters
Drone sinks ship off Bulgaria's Black Sea coast, prime minister says Reuters
Blackstone Inc. President Jon Gray warned that fiscal strains in France, the UK and elsewhere in Europe pose a more pressing risk than in the US, where investment in technology is bolstering economic growth.
Natarajan Chandrasekaran, Chairman, Tata Sons; Jonathan Gray, President & Chief Operating Officer, Blackstone; and The Rt. Hon. Rishi Sunak, Former Prime Minister & Member of Parliament, United Kingdom discuss leadership strategies amid global economic uncertainty, fragmentation and disruption with
The US-led global order “is over” and the world has entered a period of heightened geopolitical uncertainty, former UK Prime Minister Rishi Sunak said Tuesday.
Data center operator AirTrunk is delaying a planned initial public offering of a real estate investment trust in Singapore until next year as higher interest rates and market volatility temper investor demand, according to people familiar with the matter.
EXCLUSIVE: Banking watchdogs ramp up AI scrutiny as stability fears mount, sources say Reuters
Indian shares rise, led by IT gains after strong HCLTech earnings Reuters
Also in this newsletter: The sky-high cost of replacing foreign cloud platforms
FPIs在近几个月加大了抛售力度。9月卖出价值35,861 crore 卢比的股票，截至10月12日又卖出47,417 crore 卢比。
IMF总裁克里斯塔利娜·格奥尔基耶娃警告，AI在支撑全球增长的同时，可能影响年轻人进入劳动力市场并沿职业阶梯晋升的机会。IMF估计，AI将影响全球约40%的工作岗位，发达经济体约为60%；她提出政府需要重新思考税收和教育，以应对劳动力市场结构变化。
Blackstone President and COO Jonathan Gray says fiscal challenges in Western economies will mean governments will have to make "tough choices". (Source: Bloomberg)
Former UK Prime Minister Rishi Sunak says the politics of President Trump are a symptom of the global trend of a multilateral, rules-based framework coming to an end. (Source: Bloomberg)
澳大利亚数据中心运营商Firmus在备受期待的悉尼IPO告吹后，正考虑寻求私人融资并可能赴美上市。此次受挫引发市场对投资者对AI基础设施资产的兴趣及其估值的疑问；Tamim Asset Management澳大利亚股票主管Ron Shamgar称，Firmus过于贪心。
Canada’s former deputy prime minister’s memoir chronicles her political ups and downs while offering a strategy to survive the US president’s bullying
Focus on environmental harms and labour abuses intensifies
Judge in London rules that Chinese victims of massive crypto fraud cannot rely on English law to seek compensation
Also in today’s newsletter: US Treasuries and Houthi attacks
国际货币基金组织（IMF）一名高级官员称，政府债券收益率飙升是全球金融体系面临的最大新兴风险。IMF同期发布了每年两次的金融稳定展望报告。
Lori Heinel, Global CIO at State Street Investment Management, says AI is a transformative technology with long-term benefits that could spread across the global economy. She speaks on the sidelines of the IMF-World Bank Annual Meetings in Bangkok. (Source: Bloomberg)
Isabelle Mateos y Lago, Group Chief Economist at BNP Paribas, says the global economy remains resilient, but faces strains from rising interest rates and energy shocks. She speaks on the sidelines of the IMF-World Bank Annual Meetings in Bangkok. (Source: Bloomberg)
AI investment props up global growth, but war and debt threaten outlook, IMF says Reuters
Asian stocks dive on AI jitters ahead of US bank earnings Reuters
NPR's Steve Inskeep speaks with political strategist and former senior Republican congressional adviser Rina Shah about how President Trump's personal grievances and projects are affecting the chances of GOP candidates in the upcoming election.
IMF警告，AI股票价格下跌若波及全球市场，可能威胁世界金融稳定。其半年刊《全球金融稳定报告》将AI公司估值偏高和债务增加列为系统风险上升的原因，并提到政府借款和网络攻击风险。
彼得·蒂尔在柏林与马蒂亚斯·德普夫纳对谈时提出，大模型时代可能不会出现能像谷歌一样获取垄断价值的公司，模型层或因产品可替代、切换成本低和价格持续下降而竞争激烈。文章对照互联网平台的网络效应与模型层的价值获取，并讨论芯片、算力基础设施、分发入口和工作流等环节仍可能形成壁垒。
Sensex Today | Stock Market LIVE Updates Tuesday: The GIFT Nifty indicated a positive open for the Nifty50. Asian markets were trading sharply lower as technology shares fell
The IMF has raised India's FY27 growth forecast to 7% from 6.4%, citing resilient domestic demand and robust services activity, and lifted its FY28 projection to 7%
IMF表示，AI投资提振预计将推动全球经济明年增长加快。IMF同时警告，能源供应紧张持续、金融风险累积，全球经济正接近韧性承受极限。