More evidence that broad-market index funds remain unbeatable, even in the era of AI stock-picking
Even with the rising use of AI, picking market-beating stocks has not become any easier this year, a new report finds.
#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。
MarketWatchAI 评分2626 CNBC利好AI 评分2121 Cramer: Investors selling Apple on latest iPhone 18 report are 'stupid as plywood'
Cramer says investors who don't own the stock should use Friday's weakness to build a position.
The VergeAI 评分2525 The AI is in the computer
It's gadget season, and a lot of companies are launching a lot of new products. But whether it's Microsoft dropping a high-end laptop, Amazon shipping a fancy Android tablet, or Apple diving headlong into the smart home, the actual strategy appears to be almost always the same. All these companies b
TechCrunch利好AI 评分2323 A16z’s Olivia Moore on the state of consumer AI
Moore sees a huge opportunity in consumer AI, particularly if the industry can tap into revenue streams beyond just subscriptions and API charges.
Business StandardAI 评分1313 Microcredit is business credit, not personal loan: Bandhan Bank CEO Ghosh
Bandhan Group founder Chandra Shekhar Ghosh discusses microcredit, women entrepreneurs and digital lending, stressing relationship-based lending and expansion into insurance and technology
Business InsiderAI 评分2929 17 tech executives reveal how AI agents are changing work and hiring
Tech leaders from Zoom, Figma, ServiceNow, and more reveal how AI agents are reshaping work, hiring, and the software business.
财富AI 评分3030 Jeff Bezos says a 3-day workweek and more single-income households are on the way thanks to AI: ‘It’s going to be difficult to hire people’
Even after Amazon cut 30,000 jobs, Jeff Bezos predicts AI will boost productivity so much that fewer people will need to work, creating a labor shortage.
CNBC利好AI 评分1717 Jim Cramer sets a Starbucks buy level — plus his take on 3 stocks we just bought
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
The VergeAI 评分1212 Trump’s attempt to rename AI is looking awfully artificial
President Donald Trump has a knack for turning words against his enemies. His first successful presidential run was built on monikers like "Little Marco" and "Crooked Hillary"; he changed "fake news" from a phrase describing scammy media outlets to a derogatory term for the press at large. Over the
MarketWatch利空AI 评分3232 Here’s how much stocks could fall if the Democrats sweep Congress, according to BofA
The rising probability of the Democratic Party taking control of both houses of Congress in the midterm elections poses a “meaningful” threat to risk appetite, said Michael Hartnett, Bank of America’s chief equity strategist.
金融时报AI 评分77 How to shield your portfolio if AI goes ka-boom
If you still wanted to own stocks, it used to be impossible to avoid the fallout. Not any more
CNBCAI 评分2727 AI agents like Muse can shop for you. Here's what that means for retail stocks
For Amazon, Costco, and TJX, the rise of AI shopping agents presents challenges — and some surprising advantages.
路透社利空AI 评分3535 China AI developers publish safety tests for just 3.6% of model releases, report finds - Reuters
China AI developers publish safety tests for just 3.6% of model releases, report finds Reuters
路透社利空AI 评分1717 Russian satellite activity raises concerns for Starlink, German space commander says - Reuters
Russian satellite activity raises concerns for Starlink, German space commander says Reuters
IT之家AI 评分5151 Counterpoint预计苹果触控屏MacBook Pro将推动OLED笔记本面板市场增长
Counterpoint Research预计，苹果触控屏MacBook Pro将推动OLED笔记本面板市场增长，2026年出货量同比增长50%，2027年预计进一步增长24%。在高端笔记本显示面板市场，OLED出货占比预计从2025年的56%升至2026年的75%，Mini LED占比预计从44%降至25%；高端AI PC需求增长及OLED面板技术和制造工艺进步也被列为市场扩张因素。
AxiosAI 评分3939 How the permitting bill could collapse
Congress has its best chance in years to pass sweeping permitting legislation, but a series of political and policy obstacles could derail the bipartisan Senate plan.Why it matters: Cutting hurdles for energy projects is a top priority for fossil fuels and renewables sectors, and major business grou
财富AI 评分5151 Milos Maricic谈下周美国银行财报电话会的AI收益披露
Milos Maricic建议关注下周美国银行财报电话会是否披露AI带来的具体收益金额，并留意管理层如何回答分析师关于AI节省成本的问题。
MarketWatch利空AI 评分2323 As AT&T, Verizon and T-Mobile shares fall, Wall Street assesses the growing SpaceX threat
SpaceX still has a ways to go before it can seriously challenge the three major wireless operators, but it’s making moves to grow its capabilities.
彭博AI 评分1212 Angelini CEO Marullo di Condojanni on M&A Prospects
Angelini Industries CEO Sergio Marullo di Condojanni discusses acquisition and growth prospects on "The Pulse with Francine Lacqua" on Oct. 6. (Source: Bloomberg)
CNBC利空AI 评分3131 Wall Street is pitching data centers as a major real estate bet. The risks are piling up
Wall Street firms are bringing AI data center investments to public markets as political, liquidity and project risks grow.
财富AI 评分2525 AI might ‘kill us all.’ That’s still a savvy sales pitch
AI extinction warnings can double as a sales pitch for the technology’s extraordinary power.
财富AI 评分3131 Sam Altman says we need another Renaissance. But we really need another Industrial Revolution
A misunderstanding of history risks giving AI a future of elite patronage instead of widespread prosperity.
财富AI 评分1717 CLEAR founder: fast AI can be safe AI when we fix the identity layer
Every AI agent borrows its authority from a person. Before agents act for us, let’s guarantee you are you.
彭博AI 评分2828 France’s €43 Billion Budget Push Is Big Deal, Fitch Analyst Says
France’s budget proposal is a meaningful attempt to tame the deficit that risks adverse consequences if it doesn’t pass, according to a senior Fitch Ratings analyst.
彭博AI 评分3636 Delta Demand Looks Good Despite Fuel Prices, Jeffries Analyst Says
Sheila Kahyaoglu, senior equity research analyst at Jefferies, examines third-quarter results from Delta Air Lines, which cut its full-year earnings outlook on high jet fuel prices. She speaks on “Bloomberg Surveillance.” (Source: Bloomberg)
金融时报AI 评分55 High earners are right to wail about childcare costs
Calls to remove the £100,000 earnings limit on childcare benefits show how broken our tax system really is
金融时报AI 评分77 Rubio and the will to power
His recent Athens speech was a paean to a very narrow idea of ‘western civilisation’
CNBCAI 评分1010 How to navigate new tax rules in year-end planning, according to top-ranked advisors
Top-ranked advisors from CNBC's Financial Advisor 100 list for 2026 share tax planning strategies for 2026.
路透社利好AI 评分2626 AI-centered US stock bull market nears four-year anniversary - Reuters
AI-centered US stock bull market nears four-year anniversary Reuters
卫报AI 评分1414 The Democrats taking the fight to Republican strongholds
In Florida, Kansas, Iowa and Texas, Democratic candidates are outperforming the predictions, but both parties may struggle to consolidate gainsThis was originally published in The Stakes 2026, a newsletter about the midterm elections. Sign up to get it in your inboxThe most valuable education I rece
The AtlanticAI 评分3939 The Many Ways AI Could Disrupt the Midterms
State and local election officials are trying to keep up.
Business InsiderAI 评分3535 Anthropic wants users to be nicer to Claude. Here's what smart people are saying about its move to ban abusive behavior.
Anthropic will begin treating sustained, needless abuse of Claude as a usage-policy violation on November 12, and commentators are split on the move.
财富AI 评分3939 I served as the White House’s top biosecurity official. Here’s what I’m watching for with AI
AI biosecurity needs more than voluntary safeguards. It needs clear triggers for action before a crisis.
彭博利好AI 评分2727 Money Doesn’t Want to Leave Equities, Says Baird Strategas’ Verrone
Chris Verrone, partner and chief market strategist at Baird Strategas, sees equity markets as “highly rotational” and doesn’t think bond yields are high enough to be “truly competitive for your capital every day.” He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)
CNBCAI 评分1717 Ferrari’s chairman is bullish on AI. He’s less certain how businesses will cash in
Ferrari chair John Elkann played down AI bubble fears, but acknowledged investment in the technology could outpace revenue generation.
卫报利空AI 评分2626 AI and the climate crisis pose existential risks. The law offers a way to reduce them | Robert Reich
Liability lawsuits have held tobacco, oil and pharma companies to account in the past. AI investors won’t ignore this threatThe most basic function of government is to protect people from harm. Two growing phenomena – the climate crisis and AI – pose escalating risks of extraordinary harm.The climat
钛媒体AI 评分5252 钛媒体解读华为、阿里、字节与腾讯的AI手机入口路径
文章梳理华为、阿里、字节和腾讯争夺AI手机入口的不同路径：华为推动芯片、系统与端侧模型整合，阿里向手机厂商提供Qwen Intelligence全栈方案，字节以豆包手机助手结合硬件，腾讯通过微信A2A接入手机厂商助手。文章还讨论AI手机交互范式和手机厂商、AI平台、超级应用之间的生态协作与利益分配问题。
钛媒体AI 评分4040 Robotaxi 竞争从技术指标转向合作伙伴关系
Robotaxi 进入商业化阶段后，竞争重点正从技术指标转向制造、运营与需求的合作组合。Hello、滴滴、T3、百度 Apollo Go 和曹操分别通过合作或投入补齐算力、车辆、运营网络及海外渠道等资源。文章指出，技术、运营和平台需求需形成协作，才能支撑可持续服务。
IT之家AI 评分4747 微博 CEO 王高飞再谈尊界 V800 刹车踏板事件，称暂停交付并查台架记录较合理
微博 CEO 王高飞认为，鸿蒙智行应站在用户侧处理尊界 V800 刹车踏板支架事件，暂停交付并核查车厂台架实验记录较合理。懂车帝此前实测称，3 台尊界 V800 在 100km/h-0 紧急制动时出现踏板支架被踩断；尊界汽车表示制动系统按高于国家和行业标准的要求开发验证。客服称预计 10 月底确认升级方案，11 月陆续启动免费升级，并明确此次行动不是召回。
卫报AI 评分1111 Sydney trader sacked for working from Singapore without permission wins unfair dismissal case
Employee had also been in Bali when he told his manager he was working from home, Fair Work Commission hearsGet our breaking news email, free app or daily news podcastA Sydney currency trader who was sacked for working from Singapore without approval has won an unfair dismissal case, but failed to b