韩国财长称半导体市场至少到明年仍将保持稳健
韩国财长表示，尽管全球芯片遭遇抛售且供应仍然紧张，半导体增长至少可持续至2027年。
#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。
CNBC利好AI 评分4848 路透社利空重大AI 评分4848 伊朗卫队称两艘油轮在霍尔木兹海峡触雷
伊朗卫队称，两艘油轮在霍尔木兹海峡触雷。
路透社AI 评分1717 Egypt's Sisi seeks parliament's backing to help defend Saudi Arabia if asked - Reuters
Egypt's Sisi seeks parliament's backing to help defend Saudi Arabia if asked Reuters
路透社AI 评分99 Protesters clash with police in Brussels - Reuters
Protesters clash with police in Brussels Reuters
金融时报AI 评分1212 Israeli settlers attack European diplomats in the West Bank
Belgian foreign minister says his government will ‘press for EU sanctions against those responsible for this violence’
财富利空重大AI 评分5353 财富称伊朗战争使美国家庭承担近2000美元等值成本，能源成本每周增加50美元
Moody’s Analytics 首席经济学家 Mark Zandi 估算，伊朗战争已使美国家庭平均承担近2000美元等值成本，其中能源价格上涨对应1100美元、利率上涨对应540美元、军事支出对应360美元；按当前燃油价格，能源部分每周增加50美元。文章梳理汽油、柴油、机票、食品、鞋类和运输成本变化，并指出部分企业吸收了更高成本，后续零售价格是否上涨仍受燃油价格及其他因素影响。
金融时报AI 评分99 Protesters clash with police in Paris and Marseille
Thousands take to the streets to demonstrate over high living costs and dissatisfaction with the education system
Axios利空重大AI 评分6969 泽连斯基称马斯克旗下卫星系统在乌克兰仍受限
乌克兰总统泽连斯基称，Starlink 和 Starshield 在乌克兰境内仍受限制，乌方表示两套系统均受影响。乌方官员称，系统在无人机速度达到 161 公里/小时时受限；泽连斯基称，系统在欧盟国家的车辆时速达到 180 公里/小时仍可运行，进入乌克兰后则在 161 公里/小时断开。
财富利好精选AI 评分7575 特朗普签署行政令暂停对俄制裁法案实施
特朗普周五签署行政令，以国家利益为由暂停对俄罗斯经济的制裁方案；他上月刚签署该法案，此次暂停距法定实施期限仅两天。法案拟制裁俄罗斯官员、银行及油轮影子船队，并授权对俄罗斯石油或天然气的前五大进口国征收最高100%的关税，符合特定条件的国家可获豁免。
推荐理由：文章交代了法案原定实施期限、制裁对象及关税授权，并说明特朗普签署后暂停措施的时间节点。
彭博AI 评分4343 加拿大央行行长麦克勒姆称油价上涨提振经济增长，并预计本月底上调通胀预测
加拿大央行行长蒂夫·麦克勒姆表示，越来越多证据显示，油价上涨正支撑加拿大经济增长。他预计加拿大央行本月底将提高通胀预测。
彭博AI 评分3131 Can the Fed Fight Inflation Without Hurting Farmers?
Chicago Fed President Austan Goolsbee traveled to rural Illinois to hear directly from farmers facing lower crop prices and rising costs for fuel, fertilizer and other inputs. Those conversations offer the Fed a ground-level view of inflation pressures that may emerge before they are fully reflected
彭博利空AI 评分4040 CoreWeave Inc.融资困境加剧市场对AI公司融资的担忧：《Credit Weekly》分析
CoreWeave Inc.的融资困境引发外界对人工智能公司融资方式的更大疑问。垃圾债券买家正越来越多地拒绝为寻求融资的科技初创公司提供资金。
路透社AI 评分2020 Zelenskiy hopes for meeting with US and Russia during G20 summit - Reuters
Zelenskiy hopes for meeting with US and Russia during G20 summit Reuters
路透社AI 评分1414 Zelenskiy asked neighbours to let grain cargoes through, Hungary PM Magyar says - Reuters
Zelenskiy asked neighbours to let grain cargoes through, Hungary PM Magyar says Reuters
卫报利空AI 评分2323 Bank of England governor walks out of IMF summit in protest against Russia
Andrew Bailey among finance leaders to leave session in Bangkok when Russian finance minister addressed groupThe Bank of England governor, Andrew Bailey, has taken part in a walkout of finance leaders who left an International Monetary Fund meeting in protest against Russian involvement.Bailey joine
彭博利空AI 评分2424 Freeland Warns US Alliances Are Fraying
Former Canadian Deputy Prime Minister Chrystia Freeland tells Bloomberg This Weekend that Canada and other democracies must become less reliant on the US while remaining open to rebuilding the Western alliance. Speaking with hosts David Gura and Christina Ruffini, Freeland discusses Alberta’s separa
CNBCAI 评分1717 Investors are buying up vast tracts of timberland across U.S. in one of market's longest-term bets
Timberland managers buying for pension funds and other institutional investors can wait decades for returns, but the market can also be a profit trap.
CNBCAI 评分55 Trump's student loan overhaul could lead to more bankruptcy filings, former judge says
After nearly three decades as a bankruptcy judge, Sarah Sharer Curley writes about the legal process in her new book, "The Price of Forgiveness."
路透社AI 评分1414 Ukraine says Russia's claimed territorial advances are 'an illusion' - Reuters
Ukraine says Russia's claimed territorial advances are 'an illusion' Reuters
路透社AI 评分1212 Egypt's Sisi says his presidency will end in 2030 - Reuters
Egypt's Sisi says his presidency will end in 2030 Reuters
金融时报利空AI 评分1212 Zelenskyy says Starlink speed limits in Ukraine are a ‘planned operation’
President says restrictions only apply in Ukraine and are hampering efforts to intercept Russian attacks
彭博利空重大AI 评分5858 美国政府财政2026年债务利息负担达到1万亿美元纪录
美国政府财政2026年的债务利息负担达到创纪录的1万亿美元，占联邦收入的比例持续上升。彭博称，借款累积可能使美国更易受经济冲击。
彭博利空AI 评分1717 Global Aid Cuts Deepen Humanitarian Strain
International Rescue Committee President and CEO David Miliband tells Bloomberg This Weekend that cuts in US and European aid are weakening the humanitarian response as conflicts and other crises intensify around the world. Speaking with hosts David Gura and Christina Ruffini, Miliband discusses con
路透社AI 评分2727 IMF members call for more support amid war shocks, 'advanced intelligence' risks - Reuters
IMF members call for more support amid war shocks, 'advanced intelligence' risks Reuters
Wired利空AI 评分1717 Encryption Is Getting Squeezed From All Sides
Canada’s planned surveillance law is the latest grim step in a series of threats to encryption that are spreading around the world.
Business Standard利好AI 评分4848 印度在特朗普豁免后将俄罗斯石油进口维持在当前水平附近
印度9月日均进口182万桶俄罗斯原油；特朗普豁免对主要买家的制裁和关税后，Kpler预计10月进口量为日均180万至190万桶。
Business InsiderAI 评分5151 美国陆军扩编太空作战人员，部分人员已部署中东
美国陆军正在扩充太空作战专业人员，部分人员已部署在中东，支持美军作战行动。陆军6月设立新的士兵太空作战分支，今年有600多名士兵加入；陆军计划到下一财年结束时将太空作战人员扩至约1,700人。
彭博利空AI 评分3838 Trump Puts New Russia Sanctions on Hold
Bloomberg News Russia economy and government editor Anthony Halpin and White House correspondent Jeff Mason tell Bloomberg This Weekend that President Donald Trump’s waiver of new Russia sanctions could offer Moscow economic and diplomatic opportunities while adding pressure on Ukraine. (Source: Blo
金融时报利空AI 评分4444 英格兰银行行长贝利警告 AI 快速发展威胁金融稳定，要求 G30 处理 AI 智能体担忧
英格兰银行行长贝利警告，AI 快速发展是金融稳定面临的重大问题。贝利告诉 G30，他们必须处理对 AI 智能体的担忧。
路透社AI 评分1818 Trump-Zelenskiy rift threatens vital support for Kyiv - Reuters
Trump-Zelenskiy rift threatens vital support for Kyiv Reuters
NPRAI 评分1717 Week in Politics: Trump's Russian diesel deal update; why the DOJ is suing California
We look at where things are in the deal President Trump says he made to import Russian diesel, plus the reason why the Justice Department is suing California.
金融时报AI 评分1111 Corporate donations flood US attorneys-general election races
Officials tasked with enforcing state laws have emerged as a formidable check on the Trump administration’s policies
金融时报AI 评分1818 Europe Express Weekend: Where are Zelenskyy’s friends (when he needs them)?
Kyiv’s one-time allies are increasingly reluctant to provide the country with the support it needs
The AtlanticAI 评分1818 What Has Anti-Imperialism Gotten Iran?
An ideology of refusal has not made the international order fairer for Iranians or anyone else.
MarketWatchAI 评分1414 Fed interest-rate decision this month is a closer call than markets think
Here are some of the arguments against a Fed rate hike — and why some economists disagree with them.
CNBCAI 评分44 5 midterm money takeaways: Democrats have candidate cash. Republicans have Elon Musk
Democrats outraise Republicans in key Congress races as Elon Musk funds Ken Paxton in Texas and GOP groups aligned with Trump.
CNBC利空AI 评分2828 Trump waives broad new Russia sanctions and tariffs under Graham Act, citing national interest
Trump signed the Graham Bill, which targeted Russia over its invasion of Ukraine, into law in September.
路透社利空AI 评分2626 BOJ may need to tighten faster if inflation beats forecast, IMF says - Reuters
BOJ may need to tighten faster if inflation beats forecast, IMF says Reuters
路透社利空重大AI 评分1515 Russian defence ministry says it hit Ukrainian steel plants, power infrastructure overnight - Reuters
Russian defence ministry says it hit Ukrainian steel plants, power infrastructure overnight Reuters
Fast CompanyAI 评分1414 7 tips to help you survive the cost of living crisis
America is in the middle of a cost of living crisis. The median sale price for a home in 2026 is $410,700, according to the Federal Reserve. Even if you’ve already bought a house, Zillow estimates that the median monthly cost of homeownership is approximately $3,558—with the average American paying