Solidigm计划最早明年上市，拟募资约150亿美元、估值最高达1500亿美元
SK海力士旗下美国子公司Solidigm已与多家投行开展承销商竞标会议，计划最早明年上市，目标募资约150亿美元、估值最高可达1500亿美元；SK海力士称公司正在评估提升竞争力的各种方案，尚未确认具体计划。SK海力士披露，Solidigm今年上半年营收12.25万亿韩元、同比增长265%，净利润5.839万亿韩元，报道将业绩变化与AI推理带动的企业级SSD需求联系起来。
#美股/全球
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7171 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。
财富AI 评分6060 Capital Group经济学家比较AI投资热潮与中国加入WTO后的投资扩张
Capital Group经济学家Jared Franz将当前AI投资扩张与中国2001年加入WTO后的投资热潮比较，称两者规模相近，AI可能成为影响多个行业的宏观投资周期。
财富AI 评分6262 财富分析AI竞争可能取决于融资关系，而不只是芯片性能
财富刊文认为，AI竞争正在从芯片技术扩展到融资关系，Broadcom据报洽谈约300亿美元债务以帮助OpenAI购买双方共同开发的芯片。文中还提及Anthropic相关的350亿美元交易及另一项600亿美元方案、英伟达联合六家金融机构动员超过5000亿美元第三方资本，以及AMD向OpenAI和Meta提供最多3.2亿股、每股一美分的认股权证。
彭博AI 评分00 Trump Rules Out Iran Attack Before Midterms, OpenAI Eyes $70B Revenue
"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: Michael Miebach, Ma
CNBC利空AI 评分3838 Living with Mom and trading on margin. The regular investor gets in on Wall Street's record stock borrowing binge
Margin debt has surged to record levels as investors like 29-year-old Hy Luu borrow more against their portfolios. Here’s how leverage can amplify stock losses.
卫报AI 评分1515 A national verdict on Trump 2.0 is coming. Nine midterm voters share where they stand
From cost of living to the Iran war, these are the issues that matter most to US voters across the political spectrumUS voters are about to deliver their first national verdict on the second presidency of Donald Trump. On 3 November, millions of Americans will vote in midterm elections to decide con
钛媒体AI 评分6868 英伟达投资的Firmus下调发行价后撤回澳大利亚IPO申请
澳大利亚AI基础设施公司Firmus于10月9日宣布撤回IPO申请，原计划以每股11澳元发行、募资约50亿美元，目标估值约306亿美元；发行价一度下探至8.25澳元，仍未获得足够认购。Firmus称四个国家的七个AI工厂规划算力共912兆瓦、客户签约容量超900兆瓦；报道称其仅有两座数据中心运营，已投产算力容量为46兆瓦，2026财年营收为5100万美元。
金融时报利空AI 评分2020 Three Saudis killed in Houthi attack on Riyadh airport
Deadly barrage prompted several international carriers to suspend flights
金融时报利好AI 评分2929 EU countries to overhaul financial market supervision
Reforms part of effort by Brussels to bolster bloc’s flagging competitiveness in relation to US
PoliticoAI 评分1717 Poll: 1 in 4 Trump voters say GOP candidates should break from the president
It’s notable that so many who backed the president are ready for Republicans to take that leap, amid an unpopular war in Iran and high costs of living.
卫报AI 评分1414 Hurricane Isaias ‘biggest test’ for Fema since Trump cuts, experts warn
Gulf officials say they are ready for storm but concerns raised about restructured agency’s ability to respond effectivelyGulf state officials say they are prepared for Hurricane Isaias, but the storm could be the first major test of Fema’s ability to deploy a large surge workforce after the Trump a
Foreign AffairsAI 评分1818 Trump Is Gutting America’s Core Geopolitical Advantage
Robert Zoellick, an expert on the global economy who served as U.S. trade representative and World Bank president, makes the authoritative case that President Donald Trump’s antagonism toward Canada and Mexico is destroying an economic and security partnership that that enables the United States to
MarketWatch利空AI 评分1616 Why one Wall Street firm sees parallels to the late 1970s and recommends shorting U.S. stocks
The artificial-intelligence build-out is most often associated with the dot-com boom at the end of the last century, but quants at one Wall Street giant identify another parallel: to the bell-bottomed, polyester suit, high-inflation era of the late 1970s.
彭博AI 评分1818 London’s Newest Rates Market Specialists Are Real Estate Agents
At a local real estate agency on London’s southeastern edge, manager Steve Brown has added a new, and rather unlikely, topic to the usual chatter with clients about house prices and commute times: swap rates.
PoliticoAI 评分2020 ‘We don’t know where the bottom is:’ Republicans fret races in Trump country
GOP internal polling revealed key House seats that Trump won comfortably in 2024 are now competitive.
卫报利好重大AI 评分3030 Oil prices fall as Trump pauses Iran attacks, China restarts fuel exports – business live
Brent crude prices fell on Friday as president Donald Trump promised not to attack Iran ahead of the US midterm elections in NovemberUK and US telecom stocks have tumbled after Elon Musk’s SpaceX took a major step towards launching a Starlink mobile service for American consumers.The company announc
彭博AI 评分1717 AI Angst Won't Pop the Bubble Yet: Markey Analysis
Anna Edwards, Guy Johnson, and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)
Business Insider利空精选AI 评分7676 专家与印度科技界人士谈美国暂停微软、Adobe等企业新PERM申请
特朗普政府暂停微软、Adobe及其他被点名科技公司参与PERM项目，副总统JD Vance称微软滥用该项目，微软则表示其上一财年约6000份H-1B申请中，80%用于延长或变更现有员工身份。
推荐理由：围绕暂停PERM申请的争议，文章并列呈现美国就业保护、H-1B员工转换身份和印度汇款等不同观点。
彭博利空AI 评分88 OpenAI's Revenue Report Deepens AI Bubble Fears, Firmus Shelves IPO
"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global
彭博利空AI 评分1818 Luxury Stock Bulls Have to Wait Longer for a Revival
It seems there’ll be few fireworks to spark a strong year-end for luxury’s biggest names, leaving investors to wait until 2027 for any potential upswing.
彭博利好AI 评分77 Zetwerk Is Said to Plan Up to $525 Million India IPO Next Week
Zetwerk Pvt., an Indian manufacturing platform, is preparing to launch an initial public offering as early as next week that may raise as much as $525 million, according to people familiar with the matter.
IT之家AI 评分5858 孙正义据称寻求向海湾投资者募资最多1000亿美元扩大AI投资
据英国《金融时报》报道，孙正义正寻求向海湾地区投资者募集最多1000亿美元，为进一步扩大AI投资筹资。多名知情人士称，他计划用这笔资金设立基金，先收购企业，再借助AI及其他先进技术改善经营，软银旗下Roze预计将在计划中发挥重要作用。
Business Standard利空AI 评分3131 IT sector braces for fourth year of weak growth amid geopolitical, AI risks
Growth is expected to be muted as customers remain cautious on discretionary technology projects, though recent results from Accenture Plc offered some encouragement
Business StandardAI 评分2222 Absence of AI in equities will become India's strength in a year: CEA
Nageswaran said foreign investors could return to Indian equities if the AI boom falters, citing strong growth, manageable external deficits and healthier corporate balance sheets
彭博利好AI 评分3232 Danantara: Committed to Deploying Another $5B This Year
Danantara CIO Pandu Sjahrir says Indonesia’s state sovereign wealth fund is committed to deploying another $5 billion this year. He speaks with Haslinda Amin from the sidelines of '2026 Milken Institute Asia Summit'. (Source: Bloomberg)
彭博利好AI 评分2323 Airtel Money to Debut After London’s Biggest IPO in Five Years
Mobile payments firm Airtel Money is set to start trading on the London Stock Exchange later on Friday, a listing that may mark the largest initial public offering for the bourse in five years.
卫报AI 评分1313 US midterms: key takeaways from Senate debates in Michigan, Georgia and Maine
Candidates traded personal attacks and clashed over a range of issues in closely watched US Senate debates on Thursday, with control of Congress at stakeWith just weeks left in the contentious midterm election campaign, candidates in a trio of highly-competitive Senate races debated Thursday night,
金融时报AI 评分2828 SoftBank wants Gulf money to expand AI bet
Masayoshi Son has held talks with investors in UAE in recent weeks
金融时报AI 评分3434 SoftBank seeks $100bn from Gulf investors to expand AI bet
Founder and chief executive Masayoshi Son has held talks with senior figures in the UAE in recent weeks
金融时报AI 评分2222 FirstFT: SoftBank turns to Gulf for $100bn in AI financing
Also in today’s newsletter: Maersk’s shopping spree and UBS’s options
金融时报AI 评分1515 Crypto companies linked to Trump-backed firm in $141mn legal battle
DWF’s claim that BitGo breached contract sheds light on controversial private coin deals common in digital assets sector
金融时报AI 评分3131 Institutional investors challenge PE fund model with direct deals
Investments alongside asset managers rather than through traditional vehicles doubled to a record $198bn in the first half of the year
金融时报利空AI 评分4040 Pimco称美国10年期国债收益率或升至6%，为2000年以来首次
Pimco投资主管警告称，市场参与者被迫平仓亏损押注之际，借贷成本进一步大幅上升“是可行的”，美国10年期国债收益率面临升至6%的风险。若达到该水平，将是2000年以来首次。
金融时报利空AI 评分2929 Five ways to tell if market trouble lies ahead
The cost of credit default swaps for AI companies looking to borrow is rising
Business StandardAI 评分2222 Stock Market LIVE: GIFT Nifty signals positive open; Asia markets fall as AI-led shares decline
Sensex Today | Stock Market LIVE Updates Friday: The GIFT Nifty indicated a positive open for the Nifty50. Asian markets were trading lower
彭博AI 评分3333 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.
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
彭博利空AI 评分2525 India IT Set For Fourth Year of Weak Growth on Geopolitics, AI Risks
HCL Technologies Ltd. and Tech Mahindra Ltd. are next to report after Tata Consultancy Services Ltd., letting investors gauge how India’s IT sector is navigating concerns over AI disruption and sluggish client spending.
CNBC利好AI 评分3737 U.S. East Asian envoy says investors are overpricing Taiwan risk
Investors are overestimating the risk of conflict across the Taiwan Strait, a U.S. diplomat says, playing up deterrence to keep Beijing from taking the island.