美国FCC拟调整D2D规则、拍卖25 MHz中频段频谱并开放800 MHz频段供无人机使用
美国FCC于当地时间10月7日公布三项无线连接规则变更提案，涉及D2D服务规则、中频段频谱拍卖和无人机通信，并计划在本月晚些时候投票。FCC确认将于10月29日就推进新一轮无线频谱拍卖进行投票，另提议拍卖25 MHz中频段频谱，并允许无人机使用800 MHz蜂窝频段；若获批，将为无人机开放约50 MHz频谱资源。
#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。
IT之家AI 评分6565 彭博利空AI 评分3434 Asian Stocks to Dip as Oil Fuels Inflation Worries: Markets Wrap
Asian stocks were poised for declines, tracking moves on Wall Street as elevated oil prices continued to stoke inflation concerns.
IT之家AI 评分3232 戴尔推出 XPS 16 Creator Edition 笔记本：16 英寸触控屏、18 核 RTX Spark
IT之家 10 月 8 日消息，戴尔今天（10 月 8 日）在 X 平台发布博文，宣布推出 XPS 16 Creator Edition 笔记本，配备英伟达 RTX Spark 平台芯片，32GB 内存 +512 GB 尺寸版本售价为 3,799.99 美元（IT之家注：现汇率约合 25,505 元人民币）。规格方面，该笔记本配备 18 核英伟达 N1X 芯片，5,120 个 GPU 核心数量，配备 32GB LPDDR5X 统一内存以及 512GB PCIe SSD。屏幕方面，该笔记本配备 16 英寸 3.2K（3200×2000）Tandem OLED 触控屏，120Hz 可变刷新率，标称
IT之家AI 评分2828 10 年内预估仅 5%：诺奖经济学家背书，AI 不会大规模抢走你的饭碗
IT之家 10 月 8 日消息，微软 AI 首席执行官穆斯塔法 · 苏莱曼（Mustafa Suleyman）于 10 月 6 日在 X 平台发布推文，援引诺贝尔经济学奖得主达龙 · 阿西莫格鲁（Daron Acemoglu）的预测称，未来 10 年内仅有约 5% 的人类工作会被人工智能取代。IT之家查询公开资料，阿西莫格鲁是当代颇具影响力的经济学家之一，主要研究政治经济学、经济发展、制度、技术变迁与收入不平等。他于 2024 年和西蒙 · 约翰逊（Simon Johnson）、詹姆斯 · 罗宾逊（James A. Robinson）共同获得诺贝尔经济学奖，获奖理由是“关于制度如何形成及其如何
The Atlantic利空AI 评分4444 AI 何时会攻破一切？网络安全专家如何应对攻击升级
AI 正被用于加速、扩大网络攻击，澳大利亚政府和美国明尼苏达州水务设施等案例显示，政府机构、地方公用事业和医院都面临网络安全压力。Google 威胁情报组称，今年初以来每月披露的网络安全漏洞数量已翻倍；专家认为，防御方需要更快修补漏洞并提升应对能力。
Business InsiderAI 评分4040 麦肯锡北美主席埃里克·库彻谈AI应对美国债务的潜力及数据中心能源约束
麦肯锡北美主席埃里克·库彻表示，AI有望提升美国生产率和GDP增速，为缓解超过40万亿美元的美国国债负担提供希望。库彻称，能源约束可能使数据中心容量减少25%至30%，除非美国扩大电力供应。麦肯锡预计将继续在北美招聘顾问，增速约与去年相同，约为12%，其中85%至90%的新员工将继续来自校园。
CNBCAI 评分88 Trump awarding medals to Musk, Dell, Nadella and other tech execs at science summit
President Trump is giving awards to a number of top tech executives at a summit on Thursday.
MarketWatch利空AI 评分2929 Higher yields are taking their toll on all areas of the stock market, except the one that matters
Technology is the only one of the S&P 500’s 11 sectors that gained since Sept. 1, as Treasury yields have climbed to multi-decade highs.
彭博AI 评分3030 US Consumer Borrowing Moderates on Drop in Revolving Credit
US consumer borrowing rose in August by less than forecast, restrained by the biggest decline in revolving credit in nearly two years.
彭博利好AI 评分2222 Micron Rallies as AI Tailwinds Drive a Street-High Price Target | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Scarlet Fu, Jess Menton, Carol Massar and Lisa Mateo. (Source: Bloomberg)
CNBC利好AI 评分1717 SpaceX’s plans to buy more Nvidia GPUs is keeping Jim Cramer bullish on the chip stock
SpaceX shows that companies are making a return on their AI compute investments, according to Jim Cramer.
Fast Company利空AI 评分1414 The American Dream just hit a staggering new price tag
In what won’t feel like news to many Americans, a new report underscores that the affordability crisis is real—and getting worse. It costs 4.1% more this year to achieve the eight hallmark life milestones that make up the prototypical American Dream, according to a report released Wednesday by Inves
彭博利空AI 评分3333 Robert Rubin Warns AI Boom Carries Risks for US Economy, Markets
Former Treasury Secretary Robert Rubin warned that the artificial-intelligence investment boom could bring major productivity gains but also create financial and social risks that markets may not be fully pricing.
彭博利空AI 评分1111 Why China Shock 2.0 Is Different
And why this period might be more painful for Europe.
彭博AI 评分1515 Midterm Elections Are Potential Test for US Defense Investors
The US midterm elections are a test of investor sentiment in the rapidly growing defense sector, market watchers said.
经济学人AI 评分1919 Why shares are the new bricks and mortar
Household wealth is flowing from property to stocks
卫报利空AI 评分1616 Hegseth tells USS Lincoln sailors controversial deployment ‘wasn’t easy’
Pentagon chief tries to play down problems onboard carrier as it returns to dock after 260 days at sea without port callUS defense secretary Pete Hegseth told service members on the USS Abraham Lincoln on Wednesday that their deployment “wasn’t easy” as the carrier prepares to dock after spending ov
The Verge利好AI 评分2929 Everything announced at Microsoft’s Surface Laptop Ultra event
Microsoft just wrapped up a big Windows and Surface-focused keynote in San Francisco. The biggest announcement was arguably the release details about the Surface Laptop Ultra, its new laptop that’s powered by Nvidia’s RTX Spark Arm-based chip. The machine will start at $2,599 for a configuration wit
财富AI 评分5959 美国7月至8月贸易逆差扩大13.7%至1056亿美元，创“解放日”关税实施以来新高
美国7月至8月贸易逆差扩大13.7%至1056亿美元，为2025年3月以来最高；进口增长4.3%至4208亿美元，出口增长2.2%至2057亿美元。文章称，AI热潮带动海外硬件需求和进口，关税政策波动也使企业难以调整供应链；受访经济学者认为，贸易逆差还与外国对美投资及美国经济状况有关。
MarketWatch利空AI 评分3737 Fed’s minutes show no appetite for a series of interest-rate hikes
September’s rate hike was viewed by many officials as needed just in case inflation remains sticky.
MarketWatchAI 评分1616 Stocks are increasingly their own best hedge. This chart shows why.
For decades, investors concerned about stocks sought succor in the bond market. But these days, the best shield against an outbreak of volatility might just be owning other stocks.
彭博AI 评分6060 美联储会议纪要显示19名官员支持9月加息
美联储会议纪要显示，19名官员均支持9月加息决定。许多官员支持加息，是为了防范通胀压力加剧的风险。
金融时报AI 评分1212 London hedge fund Arini falls 16 per cent on soured credit bets
Flagship strategy raised $1.5bn in recent weeks after suffering three consecutive months of losses
CNBCAI 评分1515 Another Micron triple? Where we agree with this wildly bullish call and where we don't
Micron shares are too cheap. But the debate around the sustainability of the cycle isn't ending anytime soon.
CNBC利好AI 评分1010 Strange market anomaly is creating a buying opportunity in the Nasdaq 100
So instead of buying QQQ outright and exposing your portfolio to severe downside risk, buying calls at current option prices is a smarter, capital-efficient way to stay long.
CNBCAI 评分3737 Here comes third-quarter earnings season. Booming profits could propel the S&P 500 to new heights
Third-quarter earnings season kicks off this week and as results roll in they should reveal what the market is eagerly anticipating: blockbuster profits.
卫报利空重大AI 评分1515 The Guardian view on the US midterms: the cost of living is on the ballot, but this is about democracy too | Editorial
Donald Trump’s unpopularity and the economic struggles of voters have boosted Democrats. But with less than a month to go, there is no complacencyFor once, Democrats and Donald Trump might be in agreement: “Pretend I’m on the ticket,” the historically unpopular president has instructed supporters. M
金融时报利空AI 评分4242 SpaceX借款激增引发担忧，信用风险上升
跟踪埃隆·马斯克旗下航空航天集团SpaceX的信用违约互换大幅上升，此前《金融时报》报道称，SpaceX正寻求筹集400亿美元购买英伟达芯片。
The VergeAI 评分3030 Surface RTX Spark Dev Box is available for preorder for $5,999
Microsoft's Nvidia-powered Surface RTX Spark Dev Box is available for preorder now directly, and slated to ship in November for just about $6,000. It's pricier than the DGX Spark mini PC Nvidia launched last year, but PC prices have been climbing due to shortages of RAM and other components. The Dev
MarketWatch利空AI 评分1717 The ‘Magnificent Seven’ are now big enough to move the economy. Why that could be a problem.
Imagine a small group of companies whose value is greater than the entire economy of almost every single country in the world. By market value, that’s roughly where the “Magnificent Seven” group of tech companies now stands.
MarketWatch利空AI 评分99 Washington and Wall Street chose to delay paying their bills — and to put them on your tab
The polite word for what the government and Wall Street are doing is deferring payment, like opening a tab at a bar that somebody else will pay later.
路透社利空AI 评分3333 Webull sinks after CNBC reports US House panel flagged China ties - Reuters
Webull sinks after CNBC reports US House panel flagged China ties Reuters
金融时报AI 评分2525 Chrysler Building taken over as New York luxury office market booms
New owners to pay $235mn and plan an upgrade for the landmark suffering from low occupancy and disrepair
Business Insider利好AI 评分1919 Warren Buffett's classic advice to 99% of investors is still paying off
Warren Buffett has said for decades that almost everyone should invest in a low-cost S&P 500 index fund. The benchmark just hit a new record.
Business InsiderAI 评分3131 Why the AI guys built tech that terrifies them
AI leaders like Dario Amodei want to win the AI race — and they also want to slow the race down. That makes sense, says journalist Kevin Roose.
财富利好AI 评分5353 美国55岁及以上家庭第二季度持有约140万亿美元财富，占家庭净资产约四分之三
美国55岁及以上家庭在2026年第二季度持有约140万亿美元净资产，约占全美家庭净资产的四分之三；其中，婴儿潮一代持有97.4万亿美元，约占全美家庭净资产的52%。文章援引美联储、人口普查局和美国银行数据称，这些家庭近两年净资产增长超过20%，消费支出更偏向食品杂货，61至75岁家庭在旅行上的支出占比也较高；财富与股票持有集中在高收入家庭。
彭博利空AI 评分1818 Global Bond Yields Weigh on Stocks After Reaching New All-Time Highs
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance." (Source: Bloomberg)
CNBCAI 评分1818 Apollo, banks in talks to finance SpaceX's $40 billion Nvidia GPU purchase
Since SpaceX's record-breaking IPO in June, rates have sold off, and yields on its bonds have risen, along with other AI-related bonds.
Wired利好AI 评分2727 The Pentagon Hopes to Speed Up ‘Kill Chain’ AI Buys With 5-Minute Videos
The US government’s Tradewinds initiative has made it easier to throw millions of dollars at “nontraditional” defense contractors, including OpenAI, Anthropic, and Google.
彭博AI 评分2323 Constellation Brands Down on Earnings; Intel Up on Terafab | Stock Movers
On this episode of Stock Movers: - Constellation Brands (STZ) is lower after the maker of Modelo Especial and Corona Extra reaffirmed its comparable earnings per share forecast for the full year. The company also announced the acquisition of SpikedAde, a vodka-based drink brand. - SpaceX (SPCX) shar