CY26外国证券投资者（FPI）资金流出创纪录，超过3万亿卢比，接近2025年总额两倍
FPIs在近几个月加大了抛售力度。9月卖出价值35,861 crore 卢比的股票，截至10月12日又卖出47,417 crore 卢比。
#盘面/资金
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 Standard利空AI 评分4747 路透社利空AI 评分3737 Asian stocks dive on AI jitters ahead of US bank earnings - Reuters
Asian stocks dive on AI jitters ahead of US bank earnings Reuters
Business StandardAI 评分2323 Stock Market LIVE: GIFT Nifty signals positive open; KOSPI tumbles over 6%; Brent below $106
Sensex Today | Stock Market LIVE Updates Tuesday: The GIFT Nifty indicated a positive open for the Nifty50. Asian markets were trading sharply lower as technology shares fell
彭博利好AI 评分4141 美股长周末后恢复交易，避险需求推动美债上涨
长周末后交易恢复，亚洲股市下跌带动避险资产需求，美债上涨。
彭博利好AI 评分4545 传音控股香港上市募资3.9亿美元
传音控股通过香港股票发行募资31亿港元（3.9亿美元），发行定价接近区间上限。
金融时报利空AI 评分4343 AI投资规模引发担忧，芯片股下跌
Broadcom负责人关于“赌场”的言论加剧市场对AI投资规模的担忧，推动三星和SK海力士在首尔大幅下跌。
CNBC利空AI 评分4444 SK海力士、软银股价大跌，亚洲科技股跟随华尔街芯片股抛售走低
美国半导体股遭抛售波及亚洲市场，周二亚洲科技股大跌，SK海力士和软银股价下挫。
彭博利空AI 评分4141 中国竞争对手担忧及博通言论拖累韩国芯片股下跌
三星电子和SK海力士股价延续近期跌势，市场对中国竞争对手的担忧加剧。人工智能股票涨势过度的忧虑也在升温。
路透社AI 评分2323 NYT, Economist among publishers joining coalition to curb unpaid AI use - Reuters
NYT, Economist among publishers joining coalition to curb unpaid AI use Reuters
钛媒体利好AI 评分4343 钛晨报：证监会将推动北交所、新三板一体化发展，探索适配创新型中小企业的制度和实践；新能源汽车出口退税率将下调
证监会表示，将推动北交所、新三板一体化高质量发展，探索更加适配创新型中小企业的制度和实践。截至今年9月底，北交所上市公司共348家；开市以来累计分红270亿元。财政部、税务总局公告自2027年4月1日起将新能源汽车增值税出口退税率由13%下调至9%。
IT之家利好重大AI 评分2020 IT早报 1013：江淮汽车否认尊界 SUV 将给赛力斯生产；华为注册“星芒”商标涵盖手机等类目；华为折叠屏手机累计发货量破 2000 万台；5999 元起一加 16 发布...
“IT早报”时间，大家好，现在是 2026 年 10 月 13 日星期二，今天的重要科技资讯有：1. 网传鸿蒙智行尊界超豪华 SUV 考虑给赛力斯做，江淮汽车内部人士否认据第一财经报道，近日有消息称，鸿蒙智行超豪华 SUV 考虑给赛力斯做，尊界放弃 SUV 计划。对于上述消息，江淮汽车内部人士进行了否认，称这是不实消息。截至发稿，赛力斯方面则并未对此进行回应。>> 查看详情2. 华为申请注册“星芒”商标：网传是最新子品牌命名，涵盖手机、电脑等分类国家知识产权局商标局最新信息显示，华为技术有限公司近期再次申请注册了“星芒”商标。目前，多名博主正讨论华为子品牌相关话题，微博已出现“华为被曝将推子品
AxiosAI 评分99 Scoop: Top Trump operative enlisted to rescue Kansas senator's campaign
A top Trump political operative has been tapped to help boost Kansas Sen. Roger Marshall's campaign in the weeks before the Nov. 3 election, the latest sign of how Republicans are scrambling to defend the red-state seat.Why it matters: The hiring of veteran strategist Chris Grant reflects the GOP's
彭博利空AI 评分3737 Asian Stocks to Fall After US Chipmaker Selloff: Markets Wrap
Asian stocks were set to decline as a selloff in chipmakers weighed on sentiment ahead of a pivotal earnings season and US inflation data that could shape the Federal Reserve’s next move.
NPRAI 评分1313 Government spent $10 million on pro-Trump ads after president said super PAC would fund
Nearly $22 million in taxpayers funds has been spent to air the ads, with nearly half spent after Trump promised to fund what the White House calls public service announcements through his super PAC.
MarketWatch利空AI 评分3131 Nvidia and AMD shares fall as new AI announcements fail to re-energize investors
The chip makers introduced hardware and software designs for future AI data centers, but the revenue potential is still far out, an analyst says.
MarketWatch利空AI 评分2121 Why Ciena, Lumentum and other optical stocks were among the market’s biggest losers on Monday
The sharp moves could partly be a reaction to recent cautious commentary on AI spending.
彭博AI 评分99 Defiance ETF Looks to Make Impact Against Autism
Matthew Bielski, founder and CEO at Defiance ETFs, joins Scarlet Fu and Eric Balchunas on "ETF IQ". They discuss the Defiance Autism Impact ETF (ticker: ASD) and Bielski's personal family story tied to autism. (Source: Bloomberg)
CNBC利好AI 评分1313 A massive trade just happened in surging shares of Snap
Options traders bet on 30% rally in Snap
CNBCAI 评分3131 The bull market turned 4 years old on Monday. Investors say reaching a fifth birthday could be challenging
The S&P 500 has climbed almost 120% since its closing low on Oct. 12, 2022.
金融时报利好AI 评分1919 Goldman goes long stocks — and bonds*
*Not all bonds
Business StandardAI 评分3838 Defence startup Tonbo Imaging fixes IPO price band at ₹665-700 a share
The offer for sale of up to 12.17 million shares opens on October 15. The Bengaluru-based company has deployed more than 28,000 systems across 24 countries.
彭博AI 评分2121 Oil Risks Rise as Bank Earnings Begin
Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Oil pushes higher as threats from Russia to the Middle East put supply in focus, just as earnings season and a packed data week hit markets. Plus, Baird’s David George on why banks could surprise Wall Street, IonQ
CNBC利空AI 评分99 UnitedHealth shares are doing something unusual ahead of earnings
The only thing more expensive than health insurance is perhaps the costs of insuring shares of health insurers
路透社AI 评分2828 Nigeria's Dangote oil refinery IPO to be extended by 10 days, executive and adviser say - Reuters
Nigeria's Dangote oil refinery IPO to be extended by 10 days, executive and adviser say Reuters
彭博利空AI 评分2929 Bank Stocks Mired in Correction as Yields Surge Before Earnings
Big US bank stocks are teetering in correction territory as the group kicks off earnings Tuesday, heightening the focus on executives’ outlook for the American consumer with long-term borrowing costs the highest in decades.
路透社利空重大AI 评分1414 Airlines cancel flights to Saudi Arabia after Riyadh airport attacks - Reuters
Airlines cancel flights to Saudi Arabia after Riyadh airport attacks Reuters
CNBCAI 评分2929 Jim Cramer's top 10 things to watch in the stock market Monday
Salesforce landed a double-upgrade, and stock futures are muted to start a busy week of earnings and inflation data.
CNBCAI 评分1414 Banks are set to report this week. Here's what the options market expects
Despite being flat on the year, the options market is pricing in some big financial sector moves as investor weigh the impact of higher rates.
路透社AI 评分3030 Wall Street's big but narrow rally: 4 in 10 S&P stocks are down this year - Reuters
Wall Street's big but narrow rally: 4 in 10 S&P stocks are down this year Reuters
Business StandardAI 评分2626 Sebi nudges brokerage firms to join return verification platform
Only four qualified stock brokers have joined the PaRRVA platform so far, while several industry players have raised concerns over high costs and limited adoption
IT之家AI 评分77 20:00 开抢：京东至高 26888 元红包无门槛可用，iPhone 16 Pro 限量 1 元
京东无门槛红包至高 26888 元，每天抽 3 次：点此抽取。今晚 20:00 京东月黑风高夜都是好价：点此前往主会场。京东无门槛红包将在 10 月 12 日 20:00 开抢，支持即领即用，下单直接当钱花哦。本轮 11.11 大促活动时间为 10 月 12 日 20:00~ 11 月 13 日 24:00，共计 33 天。iPhone 18 Pro 定价 9999 元起，今日京东电信自营店 11.11 狂促可叠加 10% 国补，实付 8959 元 + 12 期免息：京东 Apple iPhone 18 Pro 需现场激活 256G 国补后 8959 元直达链接iPhone 18 Pro Ma
PoliticoAI 评分2525 MAGA Inc. plots final midterm money moves
The push includes cutting off spending for some House races, piling in money to shore up others and training its focus on key Senate races.
Business Insider利好AI 评分2323 Passengers ranked the top 10 airlines with the best in-flight WiFi. Elon Musk's Starlink is all over the list.
Of the top 10 airlines with the best in-flight WiFi, seven have partnerships with Starlink — an indication of how Elon Musk is cornering the market.
CNBC利好AI 评分88 Beckham, Yao Ming attend NBA China Games in a boost to Macao's live events
The NBA China Games brought Chinese and U.S. basketball fans to Macao, which is spending big to broaden its reputation beyond a gambling mecca.
IT之家AI 评分2121 因内存涨价潮叠加《GTA6》抢购潮：消息称微软 XBOX Series X 游戏机在国际市场持续面临供应短缺局面
据 Notebookcheck 报道，微软 XBOX Series X 游戏主机在欧洲、拉丁美洲等多个市场持续面临供应短缺局面，部分零售商甚至将 XBOX Series X 的售价提高至官方建议零售价的两倍。外媒援引 ResetEra 论坛玩家反馈，一位玩家 Firmus_Anguis 透露，瑞典当地目前仅有一家零售商销售 XBOX Series X 主机，价格却高得惊人。作为参考，目前 XBOX Series X 光驱 1TB 版本建议零售价为 7,770 瑞典克朗（IT之家注：现汇率约合 5,192.76 元人民币），但该用户表示，零售商实际开出的价格折合约 1,600 美元（IT之家注：
IT之家AI 评分4444 赛力斯 A 股涨停、港股涨超 15%
赛力斯 A 股于下午 2 点开始拉升并涨停，截至发稿报 51.24 元/股，成交额 26.42 亿元，市值 892.59 亿元。赛力斯港股涨超 15%，截至发稿报 39.18 港元/股，成交额 3.52 亿港元，总市值 682.51 亿港元。财联社消息称，问界汽车计划于 2027 年进入欧洲市场，WVTA 欧盟整车型式认证工作已全面启动。
IT之家AI 评分4444 Arena 发布 2026 年第 41 周 AI 大模型排行榜：Claude Opus 5.5 Max 首登智能体榜夺冠
Arena 发布覆盖 2026-10-05 至 2026-10-11 的 AI 大模型排行榜，Anthropic 的 Claude Opus 5.5 Max 首次入榜智能体榜即排名第一。综合榜中，gemini-4-argon-high 以 1525 分居首，kimi-k3-max 排第 16，qwen3.8-max 排第 22；榜单基于匿名盲测投票，反映用户主观偏好。
彭博利空重大AI 评分3939 Chinese Lithium Slumps 10% After EU Deal Slashes Hybrid Exports
Lithium futures in China slumped as the agreement to limit hybrid car exports to the European Union weighed on demand prospects for the battery material.
彭博AI 评分2525 Singapore Woos Offshore Traders with New Asian Bond Futures Window
Singapore Exchange Ltd. is aiming to make it easier for European investors to trade Asian bonds during their own working day.
路透社AI 评分1212 Le Pen, Melenchon head for run-off as France's political divide deepens, poll shows - Reuters
Le Pen, Melenchon head for run-off as France's political divide deepens, poll shows Reuters