FirstFT: SoftBank turns to Gulf for $100bn in AI financing
Also in today’s newsletter: Maersk’s shopping spree and UBS’s options
#海外/地缘
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。
金融时报AI 评分2222 金融时报AI 评分1717 Syria funnels assets from Assad cronies into secretive $50bn fund
The Syrian Sovereign Fund has taken control of a sprawling web of holdings and is seeking to entice Gulf investors
金融时报利空AI 评分1717 Israel’s ‘scorched-earth’ ceasefire in Gaza
One year into the US-backed truce in the enclave, Israeli forces have kept up a relentless military campaign
金融时报AI 评分1111 Kremlin-backed money launderer used London fintech to make payments
Forged invoice suggested FCA-registered company was supplying A7 network with ‘cashmere sewing fabric’
金融时报AI 评分1313 The energy crisis is changing what investors want from oil majors
Iran conflict has snarled up usually free-flowing energy markets
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
路透社利空AI 评分2828 Oil falls as Trump comments on Iran talks ease supply concerns - Reuters
Oil falls as Trump comments on Iran talks ease supply concerns Reuters
Business Standard利空AI 评分1414 State-owned banks raise repo-linked lending rates by 25 bps after RBI move
Several banks, including BoB, PNB and Indian Bank, raise repo-linked lending rates by 25 bps after the RBI's policy rate increase, making loans costlier for borrowers
彭博AI 评分3434 Las Vegas Sands CEO: Remain Bullish on Macau Outlook
Macau's casinos have been facing a deepening slowdown, with gaming revenue falling for a fourth straight month in September, as China tightens scrutiny of capital outflows. But Las Vegas Sands CEO, Patrick Dumont, told Bloomberg's Stephen Engle that he remains bullish on the region, amid the trade t
彭博AI 评分3939 Hinrich Foundation's Elms on EU-China Trade Tensions
Deborah Elms, head of trade policy at the Hinrich Foundation, says EU-China trade talks face sharp friction over vehicle imports and currency valuations. She warns that with both sides holding key leverage and competing positions, resolving these trade imbalances will be difficult. (Source: Bloomber
钛媒体AI 评分5151 超级厄尔尼诺会让日常消费品涨价吗？硅谷101对话大宗商品期货交易员
硅谷101与大宗商品期货交易员张思齐讨论超级厄尔尼诺对农产品供给、期货价格和日常消费品的可能影响。张思齐表示，天气变化需结合产区、作物生长期、库存、出口集中度和物流等因素判断，不能据此推定商品都会涨价。摩根大通经济学家预计，全球食品通胀将在2027年上半年升至5%，高于今年同期的2.8%；原料价格向零售端传导的幅度与节奏会受加工、库存、渠道等环节影响。
彭博AI 评分4141 日本审查最高7万亿日元闲置政府资金，为高市早苗政策议程腾出资源
日本计划审查最高7万亿日元（443亿美元）的闲置政府资金，以收回资金、遏制支出，并为首相高市早苗的政策优先事项腾出资源。
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.
路透社AI 评分1010 Trump online: A burst of anti-Somali and anti-Muslim rhetoric - Reuters
Trump online: A burst of anti-Somali and anti-Muslim rhetoric Reuters
Ars TechnicaAI 评分2121 Judge weighs if Trump can charge $100K for early access to Truth Social posts
Judge questioned if Trump delaying access to Truth Social posts by a second harms the press.
彭博利好AI 评分3131 Chinese Bonds Become Source of Cheap Money for Global Borrowers
China is letting a wave of cheap money flow across its borders, turning the country into a rare source of low-cost funding for foreign borrowers.
彭博AI 评分3333 Gold Steadies as Traders Assess US-Iran Tensions, Fed Rate Path
Gold was steady after rising moderately the previous day, as traders assessed Middle East tensions following President Donald Trump’s comments that the US wouldn’t attack Iran before November midterm elections.
AxiosAI 评分1818 California threatens to worsen House Democrats' 2027 headaches
More than half a dozen U.S. House districts in California will send a Democrat to Capitol Hill next year no matter what. Party leadership still has a lot riding on the outcome.Why it matters: Most of these Democrat vs. Democrat runoffs — a quirk of California's election system — are between an estab
路透社AI 评分1414 Trump says comment that Iran could 'take out' Los Angeles was misinterpreted - Reuters
Trump says comment that Iran could 'take out' Los Angeles was misinterpreted Reuters
彭博利好AI 评分5858 特朗普称美国不会在11月中期选举前攻击伊朗后，油价下跌
特朗普表示，美国不会在11月中期选举前攻击伊朗；此后油价下跌。
彭博利空AI 评分4242 AI融资热潮冲击科技公司债务，交易员急于重估风险
AI融资热潮令超过10万亿美元规模的美国企业债券市场投资者感到不安，并推动市场重新评估部分大型科技公司的风险。信用保险价格飙升、波动性加剧，市场表现走弱。
路透社AI 评分2222 Kremlin: Russia agrees with Rubio that Ukraine conflict is in a stalemate - Reuters
Kremlin: Russia agrees with Rubio that Ukraine conflict is in a stalemate Reuters
Axios利好重大AI 评分5555 美国特使拟在迈阿密向乌克兰及欧洲官员提出俄乌战争“新方案”
美国总统特使Steve Witkoff和Jared Kushner计划周五在迈阿密与乌克兰谈判代表及欧洲官员会面，提出结束俄乌战争的新想法和方案。会谈预计持续两天，议题包括暂停袭击能源基础设施和粮食运输的部分停火、安全保障及战后繁荣计划；乌克兰总统泽连斯基称，能源与粮食停火仍在与美国讨论。
彭博利好AI 评分4242 全球银行因日本债券发行激增而扩充债务融资团队
全球金融机构正在扩充日本债务资本市场团队，通过招聘银行家和调派员工，争取把握由并购和人工智能资本推动的融资热潮。
彭博AI 评分88 Rachel Gamarski conta sobre os cotados de Flávio Bolsonaro
Rachel Gamarski conta sobre os cotados para comandar a economia em um eventual governo de Flávio Bolsonaro. Com produção de Catarina Bacci e Patricia Xavier e edição de Mariana Lumy (Source: Bloomberg)
卫报AI 评分2626 Democratic senator says Hegseth trying to hide costs of Iran war from US public
Chris Murphy says Pentagon blocked him from military base in Qatar and Iran strike on US embassy in Riyadh far worse than public led to believeThe US senator Chris Murphy said the Pentagon blocked him from a major US base in Qatar, yet saw enough damage on the US embassy in Saudi Arabia to conclude
金融时报AI 评分1111 Is France too blasé about borrowing costs?
Rising bond yields raise concerns about wider contagion
金融时报AI 评分66 US justice department orders playbook refresh for frauds on government
Prosecutors told to deploy full range of powers to claw back funds and seek stiffer sentences
彭博利空AI 评分4242 Nvidia支持的Firmus Grid澳大利亚IPO预计延期，令其他数据中心IPO蒙上阴影
Nvidia支持的数据中心公司Firmus Grid Ltd.预计将推迟在澳大利亚IPO，为其他拟上市项目带来不利信号。此前，多家人工智能基础设施公司上市首秀表现令人失望。
路透社AI 评分2323 Witkoff, Kushner to meet Ukrainians for talks on the war, says US source - Reuters
Witkoff, Kushner to meet Ukrainians for talks on the war, says US source Reuters
路透社利空AI 评分1212 The skilled foreign tech workers' green card program under attack from Trump - Reuters
The skilled foreign tech workers' green card program under attack from Trump Reuters
卫报AI 评分66 Thousands turn out to welcome weary USS Lincoln sailors after fraught stretch at sea
Military families admit ‘mixed emotions’ as aircraft carrier finally returns to San Diego after grueling deployment that took severe tollUSS Lincoln arrives at San Diego base – live updatesBy 4am on Thursday, the sky still pitch black, 19-year-old Pvt Grayden Monroe and his mom had arrived to the na
财富利空重大AI 评分2929 ‘Secure our security through our own strength’: South Korea tests its first homegrown hypersonic weapon a week after North Korea’s own launch
There was no immediate response from North Korea, which last week tested its own hypersonic missile that landed in the waters near Japan.
MarketWatchAI 评分1818 Florida is voting on whether to slash property taxes. Here’s who it would benefit — and hurt.
Amendment 3’s passage could add momentum to other states’ efforts to slash property taxes
彭博利空AI 评分1818 US Suspends Visa Program for Tech Firms Including Microsoft
The Trump administration said it would suspend an immigration program for multiple tech firms that allows foreign workers to obtain green cards, including Microsoft, alleging widespread abuse of a worker visa system. Ed Ludlow has more. (Source: Bloomberg)
彭博AI 评分1818 Treasury’s Tax Warning Leaves Key ETF Maneuvers Untouched
Treasury’s ETF tax crackdown has left some popular strategies untouched.
彭博利空AI 评分4747 圣路易斯联储主席穆萨莱姆谈利率为何未来可能需要再次上调
圣路易斯联储主席阿尔贝托·穆萨莱姆警告通胀可能更广泛地卷土重来，并表示未来六至九个月利率可能需要上调。美国经济仍保持强劲；穆萨莱姆在纽约接受彭博记者迈克尔·麦基采访。
彭博利好AI 评分2121 Expected Split Congress A Positive for Bonds: Khurana
Brij Khurana, senior managing director and fixed income portfolio manager at Wellington joins Scarlet Fu on "Bloomberg Real Yield." (Source: Bloomberg)
路透社AI 评分2121 EXCLUSIVE: Trump AI task force leaders to meet on Thursday, vice chair says - Reuters
EXCLUSIVE: Trump AI task force leaders to meet on Thursday, vice chair says Reuters
路透社利空AI 评分1010 Hurricane Isaias strengthens as US Gulf Coast prepares for landfall - Reuters
Hurricane Isaias strengthens as US Gulf Coast prepares for landfall Reuters