摩根大通策略师预计美国投资级公司债券第四季度跑赢美债
摩根大通策略师预计，美国投资级公司债券将在第四季度跑赢美债。其理由包括大型科技公司的债券发行放缓和企业盈利强劲。
#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。
彭博利好AI 评分4242 金融时报利好AI 评分1616 TotalEnergies boss hails ‘opportunities’ created by global market turmoil
Patrick Pouyanné says he prefers ‘disruption to the peaceful world’ despite French major being among those most affected by Middle East conflict
路透社利好AI 评分1818 Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley - reuters.com
Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley reuters.com
The VergeAI 评分2323 Sam Altman says ‘some bad things’ will happen but AI is totally worth it
Sam Altman thinks that the benefits of AI will be so great that "the world should accept some bad things happening" along the way. The OpenAI CEO pointed to hacks, scams, and "other bad things" as costs society should expect to tolerate because "people will do tremendously orders of magnitude more g
卫报AI 评分2121 BT’s purchase of TalkTalk is cosy – but probably politically sensible | Nils Pratley
For all the howls of a ‘stitch-up’, it’s hard to see what ministers were supposed to do, as the alternatives risked worse outcomesBT to buy broadband supplier TalkTalk in £400m rescue deal, saving 900 jobs“All the characteristics of a stitch-up masked as a rescue deal in the public interest,” thunde
MarketWatch利好AI 评分1818 Microsoft’s blazing stock comeback isn’t even close to being over, analyst says
Microsoft looks like a winning play in an environment where investors are looking for safer bets on the AI trend, according to Melius Research.
彭博AI 评分3232 Odd Lots: What Does It Take to Make Bonds Less Risky Again?
On this episode of the Odd Lots podcast, Carolin Pflueger, associate professor at the University of Chicago, joins Tracy Alloway and Joe Weisenthal to discuss why Treasury and global bond yields have been surging and what central banks have to do to make bonds more “bond-like” again. (Source: Bloomb
CNBCAI 评分22 Cramer is closely watching Nvidia's massive buyback. Here's what he wants to see
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
CNBC利好AI 评分1212 Starbucks recovery plan is working. Here's how Mike Khouw says to trade the coffee giant
Mike Khouw breaks down how he's trading Starbucks through options.
路透社AI 评分1414 What will Washington do next if US bond yields keep rising? - Reuters
What will Washington do next if US bond yields keep rising? Reuters
金融时报AI 评分77 Badenoch’s pitch goes some way to assuaging British business concerns
Executives left unconvinced by Andy Burnham’s plans are signalling that they are prepared to give the Tories a second chance
MIT Technology ReviewAI 评分4141 如何将 AI 智能体接入企业知识体系
调研显示，企业 agentic AI 项目平均仅有 34% 进入生产阶段，数据系统陈旧、安全与隐私顾虑，以及知识和上下文不足是主要障碍。生产领先企业平均有 61% 的项目推进至试点之后，数据语义能力更强；55% 的组织将数据碎片化列为扩大智能体知识访问的主要挑战。受访高管计划投资检索技术、AI 评估智能体和知识图谱。
卫报AI 评分1717 Preppers used to be ridiculed – but we’re all stockpiling now | Zoe Williams
The UK government urging households to prepare for unknown threats with a three-day supply of food and water doesn’t feel like an overreaction. But is there a bigger plan to go with it?There is no national food stockpile and there hasn’t been since it was wound up in the 1990s. It feels like a metap
财富AI 评分2121 Just a few years into working, Gen Z is already the most anxious generation about AI derailing their retirement—51% fear it will cut their nest egg
As AI disrupts career paths, Gen Z is already far more worried than millennials or Gen Xers about having enough money for their golden years of retirement.
MarketWatch利好AI 评分1414 SpaceX’s stock could actually be a bargain, according to this metric
The stock is expensive when valued solely by operating profit, but SpaceX is cheaper than Meta and Alphabet when you bring growth into the mix.
彭博AI 评分3939 Citadel Securities Says Economic Strength Drives Higher Yields
The Treasury selloff that sent yields to multi-decade highs reflects stronger US growth and competition for capital rather than rising inflation concerns, according to Citadel Securities.
彭博利好AI 评分2525 A Gold Relief Rally on the Horizon?
Is gold's latest bounce a real opportunity or just another bear market trap? Carley Garner, DeCarley Trading Senior Commodity Strategist and Broker, joins Bloomberg Open Interest to bread down why seasonal trends, falling crude oil, and Treasury correlations could fuel a short‑term gold rally, even
彭博利空AI 评分1818 New Hazard for Treasuries Hides in Bond Futures’ Fine Print
Look to the fine print of Treasury futures for the next big jump in bond yields.
The VergeAI 评分4242 加州参议员 Adam Schiff 谈人工智能监管、言论自由与再次弹劾特朗普
加州参议员 Adam Schiff 在《Decoder》访谈中谈人工智能监管、言论自由及特朗普政府的腐败问题，并表示支持设立监管人工智能的新机构。他认为，白宫与科技公司签署的自愿承诺不足以应对先进人工智能带来的国家安全风险。
Business StandardAI 评分1717 Advanced manufacturing, energy security key to growth: N Chandrasekaran
Tata Sons Chairman N Chandrasekaran says India needs continued investment in advanced and precision manufacturing, energy security and human capital for long-term growth
财富利好AI 评分6262 英伟达可持续发展主管谈如何加快美国核能复兴
英伟达可持续发展主管Josh Parker主张，美国核能讨论应从是否建设转向如何借助技术安全、快速、规模化建设。文章称，美国电力需求受AI、电气化、制造业回流和机器人发展推动，核电难以满足近期AI用电需求，短期需要多种能源并行。文中还提及NRC将新反应堆许可审查目标推进至18个月，以及ADVANCE Act的后续落实工作。
金融时报AI 评分1111 Burnham’s Budget must not be overshadowed by the OBR
Rather than being buffeted by the official forecasts, Number 10 should seek to turn them to their advantage
MIT Technology ReviewAI 评分1919 Bringing predictive analytics to the agentic AI era
In 2026, the question for enterprise AI is no longer whether predictive models can outperform statistical forecasts—that argument is settled. The big question now is how to enable predictive systems to act on their own conclusions without drifting from business intent. The frontier has moved from pr
金融时报AI 评分00 One person is now a quorum at the SEC
The Ankh-Morpork approach to US financial regulation
金融时报AI 评分1212 What people in AI really think about regulation
The tribalism and fragmentation we are seeing in politics may be coming for business too
The AtlanticAI 评分1515 The People Who Refuse to Let Their Gadgets Die
What if you never upgraded at all?
Fast CompanyAI 评分1414 30 leaders on the legislation shaping their industries
If following a piece of legislation were only as simple, and pleasant, as School House Rock depicts. Proposed legislation or passed laws can change business as usual. Sometimes for the better, sometimes with negative consequences. Often, business leaders must advocate for or against policies that im
Fast CompanyAI 评分1717 AI doesn’t need to be superintelligent to be dangerous
We are in a moment of AI anxiety, plagued with the knotty and draining problems raised by the technology’s ever-growing capabilities. What will we do when AI launches massive cyberattacks that might target a government—or destabilize the global stock market? Do we need a kill switch to ensure that A
MIT Technology ReviewAI 评分1919 The Download: AI’s popularity paradox and EmTech Future 2026
This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. People really hate AI, so why can’t they get enough? —Will Douglas Heaven Over the summer I talked to the CEO of Springboards, a startup building an LLM designed
卫报AI 评分2929 Accept ‘bad things’ in return for benefits of AI, says Sam Altman
Boss of OpenAI calls for a regulatory light touch because of the ‘good stuff’ the technology can deliverSam Altman says he believes the world should accept “bad things” happening with AI in exchange for the benefits of the technology.The chief executive of OpenAI cited hacks, scams and “other bad th
财富AI 评分4747 Booking Holdings CFO谈AI如何改变旅行规划及其投入回报
Booking Holdings 的 EVP兼CFO Ewout Steenbergen表示，AI可将航班、酒店、餐厅、租车和活动串联成“connected trip”，让旅行规划更个性化、主动。公司每年在付费获客渠道支出约80亿至90亿美元；使用其AI工具的客户预订速度略快、转化率略高且取消较少，但相关数据仍处于早期阶段。工程团队借助AI使通过测试和质量控制的合并请求数量增加约30%。
财富AI 评分1616 CEOs are threatening to take their jobs and their billions elsewhere. That leverage has limits
It's a risky calculation that leaves workers caught in the middle.
卫报AI 评分1313 Vance wants voters to ‘give us another chance’. But he is cornered | Sidney Blumenthal
The vice-president’s recent remarks seek to maintain a posture of strength while they inadvertently expose political realitiesJD Vance has parachuted into the midterm election campaign on a rescue mission in a new guise: a risk management consultant. Speaking in the flat language of the expert hired
The AtlanticAI 评分3131 Waiting on Marco
Nine months ago, regime change in Cuba appeared imminent. Then reality set in.
The AtlanticAI 评分2626 Using the Power of the Government to Win Elections
The Trump administration is breaking a fundamental promise of political impartiality.
Fast CompanyAI 评分2222 The woman behind the AI actor Tilly Norwood says Hollywood shouldn’t panic
What happens when you interview an AI? If you can believe it, it’s stranger than you’d expect. Eline van der Velden, the Dutch actress-turned-tech-founder who created AI “actor” Tilly Norwood, explains how a personal art project became one of the most controversial figures in entertainment—attractin
Business StandardAI 评分1515 Consumer internet majors set for robust revenue growth in Q2 FY27
Blinkit and food delivery players may post strong growth, while Instamart losses could widen; Meesho and PhysicsWallah are expected to show margin improvement
财富AI 评分4343 顶级经济学家警告：Kevin Warsh领导的美联储面临高利率推高租金的住房“恶性循环”
Apollo首席经济学家Torsten Slok警告，Kevin Warsh领导的美联储面临高利率推高租金、租金再加剧通胀并使利率维持高位的住房“恶性循环”。9月，FOMC一致加息25个基点，基准利率升至3.75%至4%；8月新屋开工和完工量均低于7月。市场普遍预计美联储下次会议维持利率不变，但分析师整体仍认为利率可能走高。
财富AI 评分1818 OpenAI’s Altman: ‘The world should accept some bad things happening for the benefits of this technology’
Everything you need to know before you reach the office this morning.
MarketWatchAI 评分3434 An AI ‘reality check’ may take the S&P 500 to 5,000. Here are the trades to make, this strategist says.
Keep an eye on artificial-intelligence spending in the upcoming earnings season, Panmure Liberum’s Joachim Klement said.