Axios解读特朗普政府新AI工作组的政策路线
特朗普政府新成立的“超级智能”工作组将在120天内开展工作，协调政府分散的AI事务并向总统提出建议。工作组成员对监管与模型开发的取向存在分歧，Scott Kupor称监管可能由不同联邦机构分担；报道还提到，政府正依靠企业自律、第三方审计和向公司董事会直接报告来管理风险。
#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。
AxiosAI 评分5353 彭博利好AI 评分3535 Earnings Growth Can Buoy European Stocks: 7IM's Kelemen
Shanti Kelemen, co-chief investment officer at 7IM, discusses the outlook for European stocks, stating that strong corporate earnings remain the market's main support. "I think the levels right now are probably close to as good as it gets. But the thing is that even though there are some sectors tha
财富AI 评分2424 Inside Europe’s biggest companies—and the forces reshaping them
As the combined revenues of Europe’s largest companies hit a record high, the continent’s CEOs must navigate a new business landscape shaped by AI, geopolitics, climate change, and intensifying global competition.
彭博利空AI 评分99 Ray Dalio Warns of US Debt Crisis Within 3 Years
"Insight with Haslinda Amin" is a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)
金融时报AI 评分1313 How AI could scupper the dollar
Things are fine until they’re not
卫报AI 评分2020 Anthropic says AI agents didn’t breach Australian government websites – video
During a joint parliamentary hearing on artificial intelligence, Anthropic’s head of safeguards, Dave Orr, says that investigations of hundreds of millions of transcripts reveal no unauthorised interactions with Australian government systems. However, Orr acknowledges Anthropic has limited visibilit
CNBC利好AI 评分2323 How quant funds beat the market by being 'early, contrarian and right'
Quantitative hedge funds have captured big trends in bonds and oil to outperform the stock market this year.
金融时报AI 评分1313 Silicon Valley expects AI will kill jobs but economists are not convinced
Economists do not see a future without jobs, but they do see scope for rapid, disruptive change in the nature of work
金融时报AI 评分1111 Why accountancy firm listings don’t add up
Private equity’s role in consolidating the sector is raising the stakes, making partnerships less sustainable
金融时报利好AI 评分1616 Labour mayor of West Midlands urges chancellor to relax electric car targets
Richard Parker says mandate for 80% of all new vehicles sold by end of decade to be all-electric will damage carmakers and suppliers
彭博利空AI 评分4141 桥水基金创始人 Ray Dalio：美国未来三年内可能发生债务危机
桥水基金创始人 Ray Dalio 表示，美国未来三年内可能发生债务危机。
彭博利好AI 评分3333 Citi Strategist Says JGBs Becoming Appealing as Yields Near Peak
A Citigroup Inc. strategist sees Japanese government bond yields nearing their peaks and expects financial institutions to step up investments once the fiscal policy outlook becomes clearer.
金融时报AI 评分1111 India’s first bullet train stumbles over divisions with partner Japan
Flagship high-speed rail project has been beset by delays, cost overruns and tensions
钛媒体AI 评分2929 半导体板块反弹，布局美光与意法半导体的逻辑
随着闪存价格上涨，美光科技有望从中受益；而意法半导体似乎也将借助订单增加获得优势。本文将从技术面角度分析这两只股票。
钛媒体AI 评分5151 品牌资产贬值后，钟薛高、统一、香飘飘给出三种重启路径
钟薛高、统一和香飘飘分别通过调整定价、尝试零食量贩渠道和开设现制奶茶门店，探索品牌重启路径。钟薛高首批三款产品建议零售价为6.9元至7.9元；统一阿萨姆小奶茶茉莉抹茶新品售价3.9元，首发赵一鸣；截至2026年9月，香飘飘已开业及筹备的线下奶茶门店共9家。
钛媒体AI 评分7272 7300亿美元押注之后，市场开始追问AI投资回报
微软、谷歌、亚马逊和Meta给出的2026年资本开支指引合计约7300亿美元，较2025年约4100亿美元增长约77%；文章对照约250亿美元的AI直接年收入，梳理市场对投资回报的追问。文中还列出五家公司的约1.65万亿美元表外义务，以及经营现金流、融资承诺和AI货币化等相关口径。
IT之家AI 评分2121 奥尔特曼：马斯克是个“霸凌者”，只尊重敢于回击他的人
IT之家 10 月 6 日消息，萨姆 · 奥尔特曼（Sam Altman）表示，如果希望他和埃隆 · 马斯克能够开展合作，大家就必须接受一定程度上的纷争。“我认为有些时候，你就得狠狠回击霸凌者。”奥尔特曼在接受《名利场》的深度专访时说道，“而且我还觉得，埃隆和很多喜欢欺压别人的人一样，只会尊重敢于还手的对手。”据IT之家了解，奥尔特曼与马斯克曾经闹过一场众所周知的决裂，这件事已经被反复提起，同时也是多起法律纠纷的核心。二人之间的纠葛远非人工智能行业里唯一尚未平息的矛盾；如今，这层关系也成为全球头部人工智能企业试图就技术管控方向达成共识的时代背景。当下行业再次掀起对于人工智能安全问题的担忧，这位
IT之家AI 评分6565 高盛将台积电12个月目标价上调至3300新台币
高盛将台积电12个月目标价从3100新台币上调至3300新台币，并维持“买入”评级。高盛预计台积电2026年和2027年以美元计的营收分别同比增长42%和36.9%，毛利率分别为67.2%和67.5%；2027年和2028年资本支出预测分别上调至850亿美元和980亿美元。
PoliticoAI 评分2020 AI safety groups aren’t buying OpenAI’s spending retreat
They want stronger commitments to reduce the money AI super PACs push into the midterms.
金融时报AI 评分1212 FCA to examine how it treated whistleblower who died by suicide
Simon Andriesz revealed alleged wrongdoing at Cantor Fitzgerald-controlled brokerage
CNBC利好AI 评分3232 Nokia CEO says data centers would be built '2x faster' without supply constraints
The Nokia CEO's comments underscores continued demand for AI even as top executives debate slowing down the pace of development.
CNBC利好AI 评分3434 Stocks are hitting records despite surging yields. Cramer explains why
CNBC’s Jim Cramer said Nvidia, Microsoft and Meta are helping push stocks to records even as surging Treasury yields pressure much of the broader market.
The AtlanticAI 评分1717 The Curse of the Incumbent
The wave of voter anger that swept the globe in 2024 is still rolling.
MarketWatch利好AI 评分2626 The case for Nvidia’s stock to march even higher after clinching its first record high in months
Analysts highlight the stock’s cheap valuation and the chip maker’s central role in the AI ecosystem.
财富AI 评分3333 Sam Altman says the world has to accept the ‘bad things’ being done with AI as the industry signs onto Trump’s voluntary safety pact
Altman said “catastrophic risks” should not be accepted.
MarketWatchAI 评分1616 Trump is promising $90 Medicare rebate checks ahead of the midterms. Here’s the hidden cost.
The president is betting that he can make seniors forget rising healthcare costs
The AtlanticAI 评分2121 Hegseth’s One Percent
A cult of military superiority over civilians is not only unwarranted, but actively dangerous.
The VergeAI 评分2323 All the drama around AI’s takeover of mathematics
This past year, OpenAI, Anthropic, and other labs have announced breakthroughs on numerous long-standing mathematical problems, in some cases pushing well beyond what researchers expected current systems to be capable of — including resolving one of the famous Millennium Prize problems. But in class
Fast Company利空AI 评分4242 Sam Altman 最新警告：AI 带来的“坏事”令人不安
Sam Altman 在 POLITICO 播客 Decoded 中表示，社会应接受人工智能技术带来的一些坏事，以换取技术带来的益处。 他称，OpenAI 主张较宽松的监管立场，并认为人们从技术中获得的好处将远多于坏处。
The VergeAI 评分2828 Hyundai CEO says only a ‘level playing field’ can minimize damage from China
There's been a lot of doom and gloom from the auto industry lately when the subject of China comes up. Automaker CEOs, in particular, warn that allowing low-cost, high-tech Chinese electric vehicles to be sold in the US would effectively spell the end of their businesses. Hyundai CEO José Muñoz is n
Business InsiderAI 评分2626 Sam Altman says Elon Musk is a ‘bully’ who only respects people who punch him back
Despite their beef, OpenAI CEO Sam Altman said he would work with SpaceX CEO Elon Musk on larger issues like AI safety.
彭博AI 评分3838 3X Commodity ETFs: 'SEC Giving Market What It Wants'
Cinthia Murphy, investment strategist at TMX Vettafi, joins Scarlet Fu and Eric Balchunas on "Bloomberg ETF IQ." They discuss multifactor fund resurgence, buybacks, and the recent approval from the SEC for certain commodity 3X ETFs. (Source: Bloomberg)
彭博AI 评分3333 'Spaghetti Cannon' Of ETFs: Corgi's Weniger
Jeff Weniger, chief investment strategist at Corgi, joins Scarlet Fu and Eric Balchunas on "Bloomberg ETF IQ." They discuss Corgi MANGOS ETF (ticker: MN US), and the company's rapid rise in the ETF industry. (Source: Bloomberg)
彭博AI 评分2121 Trump Plans to Ease Limits on Tax-Exempt Diesel Variety
Tom Kloza, chief energy advisor for Gulf Oil, said that it is unlikely President Trump's proposed easing of limits on tax-exempt 'red-dyed diesel' will do much to bring down the price of diesel and that the only thing that will meaningfully impact high prices is an end to ongoing conflicts in Russia
彭博AI 评分2222 'Spaghetti Cannon' Of ETFs: Corgi's Weniger
Jeff Weniger, chief investment strategist at Corgi, joins Scarlet Fu and Eric Balchunas on "Bloomberg ETF IQ." They discuss Corgi MANGOS ETF (ticker: MN US), and the company's rapid rise in the ETF industry. (Source: Bloomberg)
CNBC利好AI 评分2929 Wall Street rewards Microsoft's AI pivot. A longtime skeptic says it's just the beginning
Melius Research's Ben Reitzes has warned about AI disrupting legacy software providers for years. Now, he loves Microsoft's place in the AI race.
Fast CompanyAI 评分2121 Social media safeguards for kids are finally in motion. Will AI protections take just as long?
Years after the risks of social media for kids first became apparent, U.S. states this summer reached an accord hailed as a turning point for child safety. Meanwhile, a new generation of children has begun engaging with an even more potent technology: artificial intelligence.While the efforts to mak
Fast CompanyAI 评分2525 Your company’s AI needs a scoreboard
I’m talking to many companies these days that are trying to incorporate AI into their business practices. Most of them are still in what I call “the administrative phase,” when they just try modest automations that allow some workers to draft documents or presentations, answer emails, or do research
Fast CompanyAI 评分1111 How ballroom dance can help us avoid a dystopian future
Dystopian narratives about AI abound. Will the bots take over? Are we doomed as a human species? While I do not have a utopian outlook about our tech-saturated future, I do wonder what we could start doing today, in our present state, to course-correct these calamitous narratives. So, earlier this y
TechCrunchAI 评分88 5 startups that caught VCs’ attention at the latest PearX demo day
TechCrunch attended Pear’s latest demo day and discovered which startups generated the most buzz, from spatial models to chips for local AI.