#美股/全球

黑海无人机袭击首次进入北约国家领海

疑似俄罗斯无人机在黑海袭击货船和化学品油轮，袭击范围可能涉及罗马尼亚领海。10月14日至15日，两艘停泊在苏利纳运河口附近的化学品油轮起火；若确认俄罗斯参与，至少七艘船已在北约成员国专属经济区遭袭。 NATO 秘书长马克·吕特表示，北约已加强东翼反无人机能力。

Amazon devices chief Panos Panay sees a future where AI devices replace the need to use apps

Speaking at TechCrunch Disrupt, Amazon devices chief Panos Panay described a future where ambient AI devices work in the background, anticipating users' needs instead of waiting for commands.

美国陆军欧洲多域司令部部队首次在加州试射Typhon系统

美国陆军欧洲多域司令部所属部队上月在加州首次试射Typhon系统，发射了一枚战斧陆攻导弹，这是该系统第三次在美国本土试射。Typhon也称中程能力系统，可发射战斧巡航导弹和标准-6导弹；美军此前已将其部署至印太地区。

Healey Plans to Raise UK Taxes on Banks at Budget This Month

UK Chancellor of the Exchequer John Healey is set to raise taxes on banks to fund cost-of-living support for voters and stabilize the public finances, as he looks for sources of revenue that won’t violate Labour Party campaign pledges.

Slovakia Connects Nuclear Reactor in Boost for Power Exports

Slovakia connected a new nuclear reactor to its electricity grid, cementing the country’s position as a power exporter in Central Europe.

英伟达在欧洲的投资布局远不止欧洲市场

英伟达在欧洲加大投资布局，黄仁勋称公司将在一周内公布另外20亿美元的欧洲AI交易，此前公司称过去一年已向欧洲投入约80亿美元。在英国，英伟达宣布持有五家初创公司的少数股权，并承诺五年内提供价值2.5亿美元的算力，用于AI安全与安保研究。文章称，这些投资可能带动对英伟达芯片和云算力的需求，同时也使公司面临作为供应商和股东的双重敞口。

Big pharma stocks near all-time highs as tech selloff pushes investors toward safer bets

Shares of AbbVie, Eli Lilly and Gilead Sciences are trading at or near record highs.

This one governor’s race could derail the AI trade that’s powered the stock market

Here’s the Nov. 3 contest that “presents the biggest election-specific risk,” analysts say.

泽连斯基下令恢复袭击俄罗斯炼油厂

乌克兰总统泽连斯基下令恢复袭击俄罗斯炼油厂，尽管美国总统特朗普正推动达成“能源停火”。

Morgan Stanley牵头为德克萨斯州炼油厂项目筹集股权和债务资金，公司称

Morgan Stanley正为德克萨斯州一个炼油项目牵头筹集股权和债务资金。项目总额为40亿美元，据项目公司称，这是半个世纪以来美国首个新建的大型炼油厂。

Bond Traders Eclipsed by Equities in a Rare Reversal

Bloomberg's Sridhar Natarajan joins Scarlet Fu on "Bloomberg Real Yield." As Wall Street’s fixed-income desks struggled in the third quarter, their rivals in equities seized a rare opening to outshine their market brethren. (Source: Bloomberg)

Risk of an AI crunch for stock markets is rising

The tremor seen this week could be a foretaste of things to come

Germany plans AI cooperation deal with Nvidia, Handelsblatt says - Reuters

Germany plans AI cooperation deal with Nvidia, Handelsblatt says Reuters

How to weather the current AI stock storm that we were all dreading

We are at that moment.

Equal-weight failed. Now tech stocks look shaky again. So what should you do about S&P 500 risk?

In 2025 and into 2026 investors were told to avoid S&P 500 tech stock risk by moving to equal-weight. That failed. Now the AI trade is reeling. So what's next?

Healey signals bank tax raid in UK Budget

Chancellor points to looming ‘decisions’ as financial services sector braces for higher levies

John Healey poised to raise taxes on banks in budget

Exclusive: Chancellor to target sector in his first budget to help offset damage caused by Iran war on public financesJohn Healey is poised to tax Britain’s banks in his 28 October budget to help offset the damage inflicted on the public finances by war in the Middle East, the Guardian understands.T

博通CEO陈福阳称AI投资者不了解所投项目，并质疑AI实验室盈利能力

博通CEO陈福阳在新加坡DBS Asia Future Forward Conference上称，许多AI投资者不了解自己投资的项目，并质疑AI实验室能否覆盖模型开发和运行成本。

CoreWeave investors are feeling spooked, as the company’s stock and bonds see fresh pressure

It’s getting more expensive for investors to buy protection against a CoreWeave default.

Stocks Fall, Yields Plunge as CoreWeave Worries Weigh on Tech

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance." (Source: Bloomberg)

What We Learned From This Week’s AI Jitters

How the last few days clarified what’s going with this market.

Nvidia-Backed AI Biotech Iambic Up 16% After $150 Million IPO

Iambic Therapeutics Inc. shares soared 16% in its trading debut after the clinical-stage cancer drugmaker and technology firm raised $150 million in a US initial public offering.

CoreWeave credit default swaps hit distress levels as investors sour on AI debt

Signs of distressed deepened in CoreWeave on Thursday.

Nasdaq reports network disruption, US equities data feeds impacted - Reuters

Nasdaq reports network disruption, US equities data feeds impacted Reuters

UK economy unexpectedly grows in August despite fall in consumer spending

Latest data showing surprise 0.1% growth is boost to John Healey a fortnight before his first budgetBusiness news – live updatesThe UK economy unexpectedly continued to grow in August despite a fall in consumer spending before John Healey’s first budget as chancellor.Figures from the Office for Nati

Investors are dumping AI stocks as ‘tech wreck’ worsens. Here’s where they’re turning now.

The continued selloff in the AI trade is forcing investors to ditch highflying tech for relative safety of government bonds, even as hot inflation threatens to make that trade complicated.

美国9月PPI环比上涨1.3%，为2022年3月以来最高

美国9月生产者价格指数（PPI）环比上涨1.3%，为2022年3月以来最大涨幅；同比上涨6.3%。彭博称，能源成本上升正在美国经济中传导；Wolfe Research首席经济学家Stephanie Roth对数据作出回应。

同一新闻，精选展示《美国9月PPI环比上涨1.3%、同比上涨6.3%，核心PPI同比上涨5%》

2026 Bloomberg New Economy Forum Highlights

After decades of geopolitical stability and relative predictability, the rules of global engagement are being rewritten. From October 13–15, the Bloomberg New Economy Forum brought together public-and private-sector leaders from around the world in New Delhi to examine: A World in Play: Defining the

ECRI联合创始人Lakshman Achuthan称就业不会急剧下滑

ECRI首席运营官兼联合创始人Lakshman Achuthan表示，就业不会急剧下滑。10月初首次申请失业救济人数变化不大，显示劳动力市场降温更多来自招聘放缓，而非裁员增加；就业创造疲弱的担忧仍在。

US retail sales beat expectations in September on higher gasoline prices - Reuters

US retail sales beat expectations in September on higher gasoline prices Reuters

美国生产者价格涨幅创4年半最大，零售销售超预期

美国生产者价格涨幅达到4年半来最大，零售销售超出预期。材料未提供具体数据、统计期间或完整正文。

美国科技巨头警告欧洲推行数据主权将带来逾千亿欧元的成本

代表美国科技巨头亚马逊、Google 和 Meta 的行业组织 CCIA Europe 委托进行的一项研究声称，欧洲如果推行数据主权法案 Cloud and AI Development Act（CADA） 会在十年内带来 1150 亿欧元的成本，是欧盟委员会预估的最高值的六倍多。其中 800 亿欧元的成本是假设数字主权法扩大至私营部门关键服务四分之一的云工作负载。报告特别针对了 CADA 中的第 31 条，称其可能允许欧盟委员会将数字主权要求扩大到私营部门的关键服务领域。CCIA 认为强迫企业放弃现有的云基础设施，可能会引发昂贵的软件重开发，其中代码重写和架构重构占预计成本的 69%。

特朗普白宫宴会捐款名单曝光：苹果、英伟达各捐 2500 万美元为单笔最高金额

IT之家 10 月 15 日消息，《华盛顿邮报》今日披露了一份白宫内部捐款记录，揭示了美国总统特朗普白宫宴会厅项目的主要捐赠方及具体金额。记录显示，截至 9 月底共记录 67 笔超过 1 万美元（现汇率约合 67,065 元人民币）的捐款，私人捐赠承诺总额约为 3.33 亿美元（IT之家注：现汇率约合 22.33 亿元人民币），其中英伟达和苹果均承诺捐款 2,500 万美元（现汇率约合 1.68 亿元人民币），均为单笔最高金额。白宫此前于 2025 年 10 月公布过 37 名个人、企业及基金会的捐赠者名单，但未披露各自的捐款金额。这份内部电子表格记录了每笔捐款的来源、日期和金额。此次曝光的记

SK 海力士拟建美国 NAND 工厂，争取为大连工厂引进更多美国设备

路透社称，SK 海力士正尝试以在美国建设 NAND 工厂，换取为中国大连工厂引进更多美国制造半导体设备的许可。Solidigm 已申请出口许可证，拟为大连 Mod B 增购设备；SK 海力士称设备安装正在与美国政府协商，并在获得授权的情况下进行，同时表示目前不寻求扩大 Mod B 产能。知情人士称，Solidigm 正考虑最早于 2027 年进行 IPO，筹集可能用于美国新厂建设的资金。

Piyush Goyal：印度与美国贸易协议首批内容接近敲定

印度与美国正在敲定贸易协议首批内容的法律文本。新德里希望在协议正式实施前取得有竞争力的关税优势。

America's wits' end election approaches

Data: AP-NORC; Chart: Avery Lotz/AxiosA quartet of polls out this week carry a stark message: Americans feel disgruntled, dizzy and down on the man in the White House.Why it matters: The vibes going into the midterms are bleak, with a large majority of voters wanting significant change. But the ques

美国人对气候变化有“六种观点”，对数据中心却只有两种

调查显示，多数美国人反对在当地建设数据中心，即使他们对气候变化的看法不同，对数据中心的态度也可能相近。56%受访者反对当地建设数据中心，15%支持；59%预计电费会上涨。受访者也普遍支持要求数据中心抵消其用电量。

台积电确认与马斯克讨论参与德州Terafab项目

台积电称正在讨论参与马斯克计划在德州建设的Terafab芯片制造项目，并已派团队评估在德州扩产，相关计划仍在商议中。台积电公布7月至9月净利润为7631亿新台币，同比增长69%；营收为1.49万亿新台币，同比增长51%，均高于预期。马斯克此前表示将建设并运营晶圆厂；台积电董事长魏哲家则称，德州工厂必须由台积电运营。

Municipal Bond Rally Sends Yields Down the Most Since April 2025

State and local debt prices rallied across the curve on Thursday, with 10-year municipal bonds surging the most since last April, in line with a similar move in the US Treasury market.

Tale of two markets: Our 3 biggest winners and losers over the past five weeks

A divided market created big winners and losers. Here's how our stocks fared since the last Monthly Meeting.