Millennial women are tired of being girlbosses
Millennial women are increasingly leaving the corporate world, searching for more flexibility and balance in their careers.
#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。
Business InsiderAI 评分2222 钛媒体AI 评分6464 可灵AI估值高于快手市值，文章对比两者市场空间、竞争位置与增长速度
可灵AI新一代视频生成模型Kling 4.0于10月15日深夜正式上线；文章对比其180亿美元投后估值与快手10月13日约156.31亿美元的总市值。文中称，快手2025年营收为1428亿元，可灵年收入约11亿元且仍处于巨额亏损状态；2026年第二季度，可灵单季收入同比增长超过200%，快手整体营收同比增长1.4%。
Fast CompanyAI 评分88 5 tips to stay resiliently optimistic in tough times
Below, Michelle Gielan shares five key insights from her new book, Resilient Optimism: The Science of Sustaining a Positive Mindset in Tough Times. Michelle is a positive psychology researcher and former national CBS News anchor. She was the executive producer of The Happiness Advantage on PBS and a
Fast Company利空重大AI 评分3232 Why the Paramount‑Warner merger threatens democracy
Media critic Ben Bagdikian warned in 2004 that five corporations had accumulated “more communications power than was exercised by any despot or dictatorship in history.” More than 20 years later, a major media merger is bringing his warning back into focus. Paramount’s acquisition of Warner Bros. Di
路透社AI 评分3434 China AI supply-chain IPOs hold firm despite valuation pullback, Citi says - Reuters
China AI supply-chain IPOs hold firm despite valuation pullback, Citi says Reuters
钛媒体AI 评分4848 AI 的下一个前沿在哪里？数百位创业者在上海讨论模型、具身智能与产业落地
2026 AI Cloud 100 China CEO 大会在上海举行，创业者和投资人围绕 AI 的下一个前沿，讨论模型持续学习、数据、自动化科研与具身智能等方向。大会报告称，中国模型在 OpenRouter 的 Token 调用占比从去年 4 月的 1% 升至今年 4 月的 61%；苏度科技称其机器人在任意环境下成功率接近 99% 至 100%。
IT之家AI 评分2121 PlayStation 之父久多良木健谈索尼停产实体游戏光盘：玩家不满可以理解
IT之家 10 月 17 日消息，当地时间 16 日，据外媒 VGC 报道，被誉为“PlayStation 之父”的索尼互动娱乐前董事长兼集团 CEO 久多良木健认为，玩家对索尼决定停产实体游戏光盘的不满可以理解，但游戏厂商也需要设法改变玩家对数字版游戏所有权的看法。2007 年离开索尼之前，久多良木健曾主导初代 PlayStation、PS2 和 PS3 的研发。他很早就预见到实体游戏介质将逐渐退出市场，2006 年便预测，随着数字发行普及，玩家最终不再需要光盘，甚至不必使用硬盘，而是直接通过网络串流获取内容。谈及索尼停产实体光盘的决定，76 岁的久多良木健承认，索尼的处理方式招致了部分玩家
Business StandardAI 评分3232 Trump's sanctions waiver offers India temporary relief, no certainty: GTRI
The think tank said the waiver offers temporary relief from threatened additional duties of up to 100% but leaves US free to revive the tariff threat, urging India to prioritise energy security
卫报AI 评分1212 ‘Austerity is inevitably painful’: How Michael Gove justifies his politics | Radical Thinking with Aditya Chakrabortty – podcast
For more than three decades, Michael Gove has been a leading figure in British Conservatism. As a journalist, government minister and now editor of the Tory bible, the Spectator, he has helped shape the right even as it has moved further rightwards. In the latest episode of Radical Thinking, Gove jo
CNBC利空AI 评分1919 Trump's Russia diesel deal may offer Putin more than money — and spell trouble for Ukraine
Trump's diesel deal may do little for Russia's finances, but it raises bigger questions about Ukraine's leverage, U.S. support and Putin's next moves.
钛媒体AI 评分3030 公用事业股高股息，而且比其他AI概念股更稳
该板块在经历了表现平平的一年后，目前估值颇具吸引力，并提供可观的股息以及强劲的盈利增长。
IT之家AI 评分5050 黄仁勋称当前AI需求远超供给，并主张不因安全问题放缓部署
英伟达首席执行官黄仁勋在伦敦接受彭博采访时称，当前AI需求远大于供给，因此他不认为现阶段处于“AI泡沫”，但承认未来供给可能超过需求。针对CoreWeave引发的市场担忧，他称没有必要救助该公司，并表示其财务状况会没问题；报道提及CoreWeave股价周四收涨近6%。黄仁勋还称，AI安全不应成为放缓部署的理由，遏制AI失控需要更多AI。
金融时报AI 评分1313 Stocks are risky right now — but so are all the alternatives
The value of stocks can fall suddenly in a way that cash can’t. But introduce inflation and it’s a different equation
IT之家AI 评分3333 谷歌 DeepMind 哈萨比斯预警：若不对 AI 采取安全措施，未来恐发生严重事故
IT之家 10 月 17 日消息，据路透社报道，谷歌 DeepMind 联合创始人兼董事长德米斯 · 哈萨比斯（Demis Hassabis）于本周三表示，近期由 AI 智能体发起的网络攻击事件是“前哨预警”；如果各方不进一步提升系统安全性，全球可能很快会面临严重的网络安全事件。兼任谷歌母公司 Alphabet 首席科学家的哈萨比斯在都柏林举行的一场人工智能峰会上表示：“我认为这些攻击事件对我们而言敲响了前期警钟。目前的系统尚不够强大，因此造成的破坏还算有限。”但展望未来一至两年，如果全行业、各家企业以及各国政府不在保护这些系统方面投入更多工作，未来很可能会演变成灾难性的重大事件。IT之家注意
Fast Company利空AI 评分2323 Apple’s HomeView has a Google problem
As someone who’s kept a smart display on the kitchen counter for the last eight years, I should be among the target audience for Apple HomeView. My Lenovo Smart Display is one of the best gadgets I’ve ever owned, mainly because it’s always cycling through family photos that I’d otherwise surely forg
金融时报AI 评分1313 Martin Wolf on the US midterms: Is American democracy safe?
Martin Wolf and former Republican adviser Robert Kagan on the stakes for US democracy
金融时报AI 评分2525 The AI El Niño
The technology is being used to anticipate everything from forest fires to futures contracts. Some fear that’s a mistake
金融时报AI 评分1616 This earnings season, what CEOs say matters more than what they’ve done
Bosses who start shaping their narrative now will have a head start on a bumpy year
IT之家利好AI 评分4444 古尔曼称苹果首款折叠屏手机 iPhone Duo 需求“空前”，首发日线下恐难买到
彭博社记者马克·古尔曼称，苹果首款折叠屏手机 iPhone Duo 需求“空前”，首发日顾客可能能在 Apple Store 体验，但恐怕难以线下买到。古尔曼预计，部分门店首发日的展示样机数量甚至可能超过可售库存；此前部分预购订单交付时间已滑入 2027 年。
IT之家AI 评分5050 黄仁勋乐观回应 AI 概念股大跌：认为 AI 的积极影响很快将盖过投资者担忧
英伟达 CEO 黄仁勋回应近期 AI 概念股大跌，称 AI 带来的积极影响很快会盖过投资者担忧，并强调市场消息不会改变基本面。费城半导体指数连续 8 个交易日下跌，创 2008 年以来最长连跌纪录；英伟达过去 8 个交易日中有 7 日收跌。
IT之家AI 评分4848 IDC 等机构分析苹果首款折叠屏手机 iPhone Duo：预计今年出货 600 万至 700 万部
Counterpoint Research、IDC、TechInsights 和摩根大通等机构分析师预测，苹果首款折叠屏手机 iPhone Duo 初期需求可能超过供应。IDC 预计今年出货约 700 万部，明年或增长 70%，并可能占全球折叠屏市场约 40%；TechInsights 指出，高价可能促使部分用户推迟换机。
财富利空AI 评分1212 Players are experiencing safety threats from ‘vitriol’ of prediction market users, 11x WNBA All-Star Nneka Ogwumike warns
“It’s not a safe place for athletes,” Ogwumike, the president of the WNBA Players Association, told Fortune.
彭博AI 评分1818 Meloni’s Fiscal Restraint in Italy Is Set to Endure, DBRS Says
Italy will probably keep adhering to the European Union’s budget discipline even if it reverts to political instability, Morningstar DBRS said.
IT之家利空AI 评分5555 蒲得宇等预测2026年全球智能手机出货量同比下降14.2%，苹果出货量增长4%
广发证券分析师蒲得宇和 Henry Huang 预测，2026 年全球智能手机出货量约 10.8 亿部，同比下降约 14.2%；苹果预计出货 2.57 亿部，同比增长 4%，三星和华为预计与 2025 年持平。
财富AI 评分2323 Boardrooms are no longer rewarded for being right, Lumen CEO says, and it means executive partnerships are more important than ever
“We had to come in with a strong opinion. We had to have all the facts we had to master, and that is just not possible in today's market,” Kate Johnson said.
Business InsiderAI 评分4747 Anthropic 对 1,334 名员工进行调查：他们比多数人更确信 AI 将取代工作
Anthropic 对 1,334 名员工的内部调查显示，多数员工预计到 2030 年，AI 将承担至少 80% 的工作；持相同看法的美国劳动者约占 5%。多数 Anthropic 员工预计 2030 年失业率将超过 12%，而多数美国劳动者认为失业率会在 8% 左右或以下。 Anthropic 员工对 2030 年 GDP 增长的预测中位数为 17.1%，美国成年人的预测中位数为 5.4%。
The AtlanticAI 评分4747 引发 AI 界热议的博客文章：Nick Cammarata 主张神经网络可以理解
AI 研究员 Nick Cammarata 发布一篇 2.6 万字博客文章，主张生成式 AI 模型并非黑箱，神经网络中的神经元各有自洽功能。文章称，他此前研究的神经元实际响应的是 V 形特征；不过这仍是待发表技术论文的工作假设，研究主要针对视觉模型，能否适用于大型语言模型及是否有助于提升 AI 安全性仍存争议。
MarketWatch利好AI 评分4545 债券市场无视两次通胀冲击，股票投资者为何应关注
CPI和PPI数据偏热，本应推动美债收益率上升，但债券买家入场，显示收益率已高到对投资者具有吸引力。
路透社AI 评分1414 SpaceX's spectrum deal still leaves it far from rivaling telecom giants - Reuters
SpaceX's spectrum deal still leaves it far from rivaling telecom giants Reuters
The AtlanticAI 评分1515 Five Fabulous Days of Katie Zacharia
The Trump administration returns to classic form.
MarketWatch利好AI 评分3030 EchoStar’s stock looks like a stealthy way to ride the SpaceX wave, J.P. Morgan says
Investors aren’t giving EchoStar enough credit for the value of its future SpaceX stake or its potential to strike more spectrum deals, an analyst argues.
MarketWatch利空AI 评分2020 Don’t buy this dip: Several signs suggest there’s more pain ahead for tech stocks
Thinking of buying the dip in technology stocks? The Nasdaq Composite’s technical outlook suggests don’t do it — at least not yet.
CNBC利空AI 评分2626 Why did CoreWeave stock get crushed this week? Look to this corner of the debt market for clues
CoreWeave’s bond yields and credit default swaps have surged as its stock sells off. Here’s what those credit signals mean for stock investors.
MIT Technology ReviewAI 评分1919 Roundtables: A Conversation With the Creator of AI-Designed Viruses
Listen to the session or watch below Can AI design new life forms? In 2025, Stanford University PhD student Samuel King came up with a preliminary answer when he used a generative AI model to propose genetic blueprints for microscopic viruses. It isn’t yet an example of AI-generated life, but that c
卫报利空AI 评分1818 The Guardian view on the banks: too big to fail cannot mean too big to tax | Editorial
Financiers owe their windfalls and bonuses to higher interest rates. Britain should reclaim more for the public and resist City lobbyingJohn Healey is planning to tax British banks, the Guardian revealed, in the forthcoming budget. It’s about time for the chancellor to act. Banks have been raking it
AxiosAI 评分1010 Hill leaders brace for miserable 2027
Have some sympathy for Capitol Hill's leaders next year, no matter who wins in November.😩 Why it matters: The next Congress promises a thousand different ways to be miserable. And three of the big four leaders are expected to receive a two-year contract extension, with guaranteed long nights, bad d
财富AI 评分2525 Women see five or six doctors to figure out menopause symptoms. A top Novartis exec says AI could finally connect the dots
At Fortune’s MPW Summit, top health care leaders said midlife care is too fragmented, and AI could help women put the pieces together.
MarketWatchAI 评分2222 Microsoft wants to make AI cheaper. Will investors actually see the savings?
Microsoft is betting that its custom chips can lower costs, but the AI equation is more complicated than that.
彭博AI 评分1111 People Losing Out On Home Equity: Brown Harris CEO
Bess Freedman, Brown Harris Stevens CEO, joins Scarlet Fu and Tom Keene on "Bloomberg Money." They discuss the housing affordability in the US. (Source: Bloomberg)
彭博AI 评分3030 US Consumer Is 'Roughed Up,' But Spending, Porcelli Says
Tom Porcelli, chief economist at Wells Fargo, says US consumers are "roughed up," but they are still spending. He says wages are struggling, but consumers are still feeling pretty good because a wealth effect is in place. He is on "Bloomberg Money." (Source: Bloomberg)