US business leaders are waking up to the perils of plutopopulism
Companies wanted a president who would cut taxes and rules, they got one who has blown holes in free trade and global alliances
#美股/全球
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。
金融时报利空AI 评分2121 金融时报AI 评分44 The secret fight around financial flows
Quicker responses to trade challenges mean companies can free up capital
金融时报利空AI 评分3333 Wall Street’s AI wobbles
Investors are dumping data centre bonds and abandoned listings are piling up
金融时报利空AI 评分3232 FirstFT: Healey signals tax raid on banks in UK Budget
Also in today’s newsletter: London’s UBS HQ offer and Merz vows to fight on
IT之家AI 评分4242 英伟达黄仁勋反驳 OpenAI 奥尔特曼：AI 网络安全事件应“零容忍”
英伟达首席执行官黄仁勋主张，AI 行业不应容忍任何由 AI 引发的网络安全事件，并称相关事件可通过更严格的隔离、管控和持续监测来避免。他建议将 AI 智能体限制在安全容器和授权范围内，认为企业无法确保实验或产品不越界时就不应推向市场。这与 OpenAI 首席执行官萨姆·奥尔特曼认为世界可能需要接受一些糟糕事件的观点形成分歧。
Business InsiderAI 评分5959 Business Insider 用 Muse 识别马克·扎克伯格办公桌上的物品
Business Insider 将 Muse 用于识别马克·扎克伯格办公桌照片中的物品，并对照记者的观察记录识别结果。照片发布时，扎克伯格宣布推出 Muse Spark Open；Meta 称该模型可在两台配备 1 TB 统一内存的 Apple M5 Ultra Mac Studios 上运行。
彭博利好AI 评分3232 City Therapeutics Raises $200 Million in Upsized US IPO
City Therapeutics Inc., an early-stage developer of RNAi-based drugs, raised $200 million in a US initial public offering priced at the mid-point of its marketed range.
彭博利好AI 评分4141 美联储主席凯文·沃什称美国正迎来投资热潮
美联储主席凯文·沃什表示，美国正迎来投资热潮，这在一定程度上得益于稳健的宏观经济政策和强劲的微观经济基础。他称这是全球经济最重要的积极进展之一。
金融时报利好AI 评分1111 Anthropic secured highest junk credit rating in June
Kroll Bond Rating Agency’s judgment sets up AI lab for investment-grade status
路透社利好AI 评分1414 Indian shares on track for higher open on lower Treasury yields, SEBI relief - Reuters
Indian shares on track for higher open on lower Treasury yields, SEBI relief Reuters
Business Standard利好AI 评分2424 Stock Market LIVE: GIFT Nifty signals positive open; Asian markets rebound as tech shares recover
Sensex Today | Stock Market LIVE Updates Friday: The GIFT Nifty indicated a positive open for the Nifty50. Asian markets rebounded in early deals
彭博利好AI 评分3232 India IT Gains Favor as an Anti-AI Bet Despite Mixed Earnings
Indian IT shares climbed to a five-week high.
彭博利好AI 评分2424 Indian Software Stocks Set to Beat AI Peers by Most in Decades
India’s information-technology stocks are poised to beat their global semiconductor rivals by the most in two decades this week, with analysts saying the sector is set to keep outperforming as the artificial-intelligence rally unwinds.
IT之家AI 评分5252 火箭实验室将“中子号”首飞时间从2026年第四季度推迟至2027年，股价收跌6.6%
火箭实验室将可复用中型运载火箭“中子号”的首飞时间从2026年第四季度推迟至2027年，首席执行官彼得·贝克称，延期源于一级推进剂贮箱前部封头的制造问题。消息公布后次日，火箭实验室股价一度下跌超过14%，收盘下跌6.6%，报55.25美元；KeyBanc将目标价从135美元下调至100美元，Clear Street从129美元下调至105美元。
金融时报AI 评分2525 MSCI warns it may cut Indonesia from main indices
Warning from global index provider fuels concerns about investability in south-east Asia’s biggest economy
金融时报AI 评分33 India’s largest FDI in the banking sector
Plus, is the IT services sector turning around?
IT之家AI 评分3737 亚马逊“PP 哥”帕诺斯 · 帕奈：未来的 AI 设备或让人不再需要使用 App
IT之家 10 月 16 日消息，亚马逊看好环境计算，认为个人 AI 的未来不在应用程序，而在能够主动理解用户需求的智能设备。当地时间 15 日，亚马逊旗下 Bee 发布了新款 AI 可穿戴设备。同日，亚马逊设备、Alexa 及 Leo 业务高级副总裁帕诺斯 · 帕奈在 TechCrunch Disrupt 大会上，进一步阐述了他对个人计算未来的看法。帕奈以智能手机为例，谈到了人们与设备交互的方式：“很多时候，我们都得先想好要让工具替自己做什么。整个过程就像点击、操作、返回。我认为，未来的世界将从环境感知设备开始。”IT之家注：“环境感知设备”指能在后台运行，利用传感器和 AI 主动判断用户需
IT之家AI 评分2828 美科技股上演“惊天大逆转”：三大指数携手收涨，纳指收盘前一跃翻红
IT之家 10 月 16 日消息，当地时间 10 月 15 日，美股上演逆转行情。科技股开盘再度遭遇抛售重压，纳指一度跌逾 1.4%，随后在日内反攻中收复全部失地，最终三大指数携手收涨。▲ 纳斯达克IT之家查询获悉，截至当地时间 10 月 15 日收盘：标普 500 指数涨 0.33%，报 7744.06 点；纳斯达克综合指数涨 0.08%，报 26713.03 点；道琼斯工业平均指数涨 1.08%，报 52177.69 点。据财联社报道，随着科技股展开反攻，纳斯达克交易所盘中宣布发生网络故障，部分行情数据传输出现间歇性中断。尽管故障本身不影响交易，但从盘面来看，这个小插曲发生后，指数的反弹暂
路透社利空重大AI 评分2323 MSCI plans dumping Indonesia from global indexes - Reuters
MSCI plans dumping Indonesia from global indexes Reuters
金融时报AI 评分2525 MSCI warns it may cut Indonesia from main indices
Warning from global index provider fuels concerns about investability in south-east Asia’s biggest economy
IT之家AI 评分4141 苹果首款触控 MacBook Pro 有望本月登场，搭载 M7 Pro / Max 的高端机型需等到 2027 年底
苹果将研发重心转向 M7 系列，M6 预计主要用于 Mac mini、iMac 和入门级 14 英寸 MacBook Pro，不会推出 M6 Pro、M6 Max 或 M6 Ultra。标准版 M7 有望于 2027 年发布，M7 Pro 和 M7 Max 将于 2027 年底进入高端触控屏 MacBook Pro；M7 Ultra 计划于 2028 年上半年推出。
AxiosAI 评分2727 GOP senator: Cancel Thanksgiving recess if we lose
Sen. Bernie Moreno wants his fellow Republicans to cancel their holiday plans and jam through "everything that we could possibly get" if they lose the majorities in November's midterms.Why it matters: Republicans couldn't muster the votes for a megabill this summer, and leadership is not confident t
财富AI 评分5050 Flex CEO 称美国电网和能源基础设施需跟上 AI 扩张
Flex CEO Revathi Advaithi 在财富杂志峰会上表示，美国电网尚未准备好满足 AI 发展带来的能源需求，若能源基础设施和电网不能及时升级，前沿模型和半导体也难以充分发挥作用。
彭博利好AI 评分3939 Asian Stocks Set for Gains as Tech Selloff Eases: Markets Wrap
Asian stocks were set to rebound Friday as concerns over stretched artificial-intelligence valuations eased, putting the region on course for its first gain this week after a four-day slide.
PoliticoAI 评分3535 Trump lashes out at Republicans as Ken Paxton struggles in Texas
The president singled out Karl Rove and incumbent Sen. John Cornyn as his endorsed candidate appears to be in a tight race with James Talarico.
MarketWatch利好AI 评分1717 Don’t ditch tech stocks just yet. Make these moves to take advantage of the latest AI reset.
Investors have a ‘love-hate relationship’ with tech stocks now — and experts recommend selectively hunting for bargains while also betting on the major cloud companies.
MarketWatch利空AI 评分1818 How a midterm sweep by Democrats could turn this tech selloff into a tech crash
Popular AI names are under pressure again this week — but the pain could worsen after the Nov. 3 election.
彭博利空AI 评分4747 MSCI就印尼股票指数从新兴市场重新分类为独立市场征求意见
MSCI启动咨询，拟将印尼股票指数从新兴市场重新分类为独立市场。此举载于MSCI周四发布的声明。
彭博利空AI 评分2323 Hot US Inflation, Treasury Safe Haven, CoreWeave's Credit Risk
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Societe Generale Americas Head of Research Subadra Rajappa, Columbia Threadneedle Investments Global Head, Fixed Income Gene Tannuzzo, BoFA Securities head of US Credit Strategy Neha Khoda, and JPMorgan Asset
路透社利空AI 评分1111 Why CoreWeave's troubles are rattling the AI boom - Reuters
Why CoreWeave's troubles are rattling the AI boom Reuters
路透社AI 评分1717 Crucial to give Ukraine all means needed to defend population, infrastructure, France's Macron says - Reuters
Crucial to give Ukraine all means needed to defend population, infrastructure, France's Macron says Reuters
路透社利空AI 评分2424 EXCLUSIVE: Investors temper Anthropic IPO valuation expectations over revenue growth slowdown, sources say - Reuters
EXCLUSIVE: Investors temper Anthropic IPO valuation expectations over revenue growth slowdown, sources say Reuters
金融时报AI 评分3737 Trump weighs easing restrictions on Russian and Iranian ‘shadow fleet’
A White House desperate to lower fuel costs ahead of US midterm elections could allow blacklisted vessels back into global trade
彭博利好AI 评分1515 International Paper Jumps on Potential Multibillion-Dollar Bids | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Kristine Aquino, Carol Massar and Tim Stenovec. (Source: Bloomberg)
彭博利空AI 评分5656 Rajappa谈美国通胀与美联储行动
Société Générale Americas研究主管Subadra Rajappa与Columbia Threadneedle Investments固定收益全球主管Gene Tannuzzo参加彭博节目，讨论美国通胀与美联储行动。美国9月生产者价格涨幅创四年多来最快，较高能源成本向美国经济传导。
彭博利空AI 评分4343 Tannuzzo：利率波动可能冲击基本面
Columbia Threadneedle Investments全球固定收益主管Gene Tannuzzo和Société Générale Americas研究主管Subadra Rajappa参加彭博节目“Bloomberg Real Yield”。人工智能股票抛售加剧之际，美债领涨全球债券反弹，市场对经济增长放缓避险资产的需求上升。
彭博AI 评分2626 Big Take: What Is the US Economy Trying to Tell Us?
On today’s Big Take podcast, editors Matt Boesler and Cristina Lindblad join Sarah Holder to unpack what the data says is happening in the US economy and why consumer sentiment tells another story. (Source: Bloomberg)
金融时报利空AI 评分1313 The AI boom stumbles
Should investors prepare for an AI bust? And if so, how?
路透社AI 评分2323 US plan to ease shadow fleet sanctions unlikely to free up many tankers, analysts say - Reuters
US plan to ease shadow fleet sanctions unlikely to free up many tankers, analysts say Reuters
Fast Company利好AI 评分3131 Social Security 2027: VA disability payments to increase alongside COLA. Here’s how much the adjustment amounts to
Some good news for military veterans who collect disability and retirement benefits each month: Effective December 1, military retirement checks and Department of Veterans Affairs disability benefits will increase 3.6%. (However, veterans will most likely not see the increase until December 31 or ea