花旗策略师预计科技股将贡献2027年全球近70%的盈利增长
花旗策略师预计，科技股明年将贡献全球近70%的盈利增长，若人工智能热潮降温，股市涨势可能面临风险。花旗称，过去30年最大贡献行业平均约占盈利增长的40%；整体每股收益增速预计将从2026年的35%放缓至明年的16%，但盈利集中度与整体股市表现之间几乎没有关系。
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格隆汇快讯AI 评分5454 Fast CompanyAI 评分2626 Why Silicon Valley’s AI super PACs aren’t talking about AI
Welcome to AI Decoded, Fast Company‘s weekly newsletter that breaks down the most important news in the world of AI. I’m Mark Sullivan, a senior writer at Fast Company, covering emerging tech, AI, and tech policy. Sign up to receive this newsletter every week via email here. And if you have comments
The Verge利空AI 评分99 Friends don’t let friends feed their data to AI agents
There's a growing trend in the consumer tech world: gadgets designed to spy on everything and everyone around you, regardless of whether or not anyone else actually consented to it. Now, with the advent of "AI personal assistants" like Meta's Muse, you're being cheerfully asked not just to give up y
财富利空AI 评分5555 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。
彭博AI 评分1515 What We Learned From This Week’s AI Jitters
How the last few days clarified what’s going with this market.
彭博AI 评分1515 Boeing’s Analysts Are All Bullish Despite $100 Oil, FAA Delays
Boeing Co.’s shares got off to a strong start to 2026, jumping 16% in the first three weeks of the year, as investors appeared to grow confident that Chief Executive Officer Kelly Ortberg was succeeding in turning around the struggling jetmaker. But the optimism faded quickly.
NPRAI 评分1414 Inside the race between Elon Musk and Jeff Bezos for control of outer space
The Atlantic writer Josh Tyrangiel says Musk and Bezos each want to colonize the moon, mine its resources and launch thousands more satellites. He says their only real competition is each other.
卫报AI 评分1515 How has Trump’s immigration agenda affected the US midterms? Send us your questions
Join our final live Q&A before the midterm elections, on 22 October at noon ET on the Guardian US siteSince Donald Trump started his second term in January 2025, immigration enforcement has remained a major issue for US voters, with arrests reaching record highs, operations becoming deadly and immig
金融时报AI 评分2121 Europe cannot rely on trade barriers to counter China
The EU’s hybrid car deal with Beijing eases tensions but only offers a brief respite
市场快讯利空重大AI 评分4141 CoreWeave市值四个交易日蒸发超100亿美元，德意志银行称存在买入机会
CoreWeave本周受信贷状况恶化影响遭遇抛售，四个交易日内市值蒸发超100亿美元。德意志银行分析师布拉德·泽尔尼克认为，近期股价和债券大幅抛售缺乏公司自身基本面因素解释，并称这为投资者带来买入机会。
财富AI 评分1212 Microsoft’s CEO is still haunted by staying silent in a meeting with Bill Gates—years later, his boss Steve Ballmer taught him how to speak up
Satya Nadella still regrets staying silent in a meeting with Bill Gates around 2008-2009—but says the experience shaped his approach to career success.
彭博AI 评分1515 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
彭博AI 评分4040 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。
路透社AI 评分2525 Analysts react to Coreweave debt woes, AI selloff - Reuters
Analysts react to Coreweave debt woes, AI selloff Reuters
钛媒体AI 评分3838 这只股票献给你：百威的“健怡可乐”时刻正是买入良机
美国人和欧洲人的酒喝得更少了，但这对百威英博来说不成问题。随着新的零酒精饮品摆上商店货架，这家生产百威和米凯罗的酿酒商股价目前处于折价交易状态。
格隆汇快讯利空AI 评分5959 AI基础设施投资风险警告下云计算服务商股集体下挫，CoreWeave跌超8%
云计算服务商股集体下挫，IREN跌超12%，NEBIUS跌超10%，慧与科技、Hut 8、CoreWeave、Riot Platform跌超8%，Cerebras Systems跌近3%。
格隆汇快讯AI 评分4242 招商证券：9月出口同比增幅扩大，汽车产销三个月滚动同比降幅扩大
招商证券指出，本周景气度改善主要集中在资源品和信息技术领域，9月我国出口同比增幅延续扩大。9月汽车产销三个月滚动同比降幅扩大，集成电路进出口金额三个月滚动同比增幅扩大。招商证券建议关注煤炭、化工、半导体、食品饮料、医疗器械和纺织制造等景气较高或有所改善的领域。
格隆汇快讯AI 评分4343 大摩上调Quantinuum评级至“增持”，下调目标价至62美元
摩根士丹利将量子计算公司Quantinuum的评级从“持平”上调至“增持”，目标价从78美元下调至62美元。大摩预计，量子计算板块市场规模到2040年有望突破1,000亿美元；分析师Joseph Moore指出，Quantinuum在行业中的技术领先程度最为突出。
格隆汇快讯利空AI 评分4747 Yardeni Research下调标普500指数年底目标至7900点，称避险情绪或持续压缩股票估值
Yardeni Research总裁Ed Yardeni将标普500指数年底目标从8400点下调至7900点，原因是自9月中旬浮现的避险情绪可能持续并压缩股票估值。该机构维持2027年标普500指数每股盈余预估425美元，略高于市场共识的423.08美元；年底预估本益比目标从19.8倍下修至18.6倍，原8400点目标延后至2027年中。
格隆汇快讯利好AI 评分4040 黄仁勋：AI云服务商CoreWeave的实力每天都在提升
英伟达首席执行官黄仁勋表示，AI云服务商CoreWeave的实力每天都在提升，资本成本实际上正在下降。他还表示，英伟达无需为CoreWeave提供支持。
市场快讯利好AI 评分3939 德意志银行：CoreWeave大跌带来买入机会
德意志银行分析师Brad Zelnick表示，CoreWeave大跌为投资者带来了买入机会。该股过去四个交易日大跌逾26%。Zelnick表示，“毫无疑问，CoreWeave的未来与人工智能(AI)的成功以及支撑AI的底层计算基础设施需求息息相关，因此其股价理应反映这方面市场情绪的变化”。不过Zelnick指出，该公司“拥有强大的客户基础、良好的执行记录和订单转化为收入的能力，基础设施性能也处于领先地位，相比新兴云服务同行，这些因素都对其发行人资质构成有力支撑”。“因此，尽管还需要更多资本，但融资可以稳步推进，并有充足的客户在手订单做后盾，”Zelnick表示。
Foreign AffairsAI 评分88 A Democratic Reckoning in India
The battle on the streets over the foundations of the state.
Business InsiderAI 评分1313 For Alejandro González Iñárritu, the scariest part of making 'Digger' wasn't the climate catastrophe
"Digger" director Alejandro González Iñárritu breaks down the plot twists and ending of his divisive new movie, and talks about working with Tom Cruise.
Business Insider利空AI 评分1919 Ad pros say Apple's chaotic new commercial fails at what the brand once did best
The ad for Apple's HomeView smart home device is stressing some people out. Ad pros say it has a bigger problem.
财富AI 评分4949 路易威登赢得与茉莉奶白的150万美元商标诉讼，但舆论反弹或带来更大代价
路易威登因茉莉奶白四瓣花标志提起诉讼，并于6月赢得判决，但舆论反弹可能加重其在中国市场面临的压力。LVMH时尚与皮具部门第三季度营收从上年同期85亿欧元降至82.5亿欧元，有机销售额下降5%；Bernstein分析师称，争议可能解释其中2至3个百分点。
CNBCAI 评分77 Southwest is overhauling its frequent flyer program. Here's what's changing
Southwest Airlines is overhauling its loyalty program and replacing A-List and A-List Preferred with three new tiers.
金融时报利好AI 评分3535 Anglo American chief says tech giants show ‘deep interest’ in mining stakes
Duncan Wanblad says scarcity concerns are prompting companies to seek ways to secure long-term supplies of metals
金融时报AI 评分99 Monte dei Paschi should try the ‘just say maybe’ bid defence
Even a much-weakened MPS could try to argue that it deserves a better deal
市场快讯AI 评分1414 潘兴广场首席投资官表示，奈飞裁员并不预示存在问题
潘兴广场首席投资官表示，奈飞裁员并不预示存在问题。
市场快讯利好AI 评分2929 美国零售联合会预计，假日季销售额将突破1万亿美元
美国零售联合会预计，假日季销售额将突破1万亿美元。
国际投行研报AI 评分7070 瑞银维持存储股全部买入，首选三星电子，回调或提供机会
瑞银认为AI服务器扩容与推理部署推动DRAM、DDR5、SOCAMM和SSD需求增长，服务器需求强于PC及手机。模型预计2026—2027年DRAM和NAND供应充足率为负，价格维持高位；2027年HBM需求增速快于供给。瑞银以覆盖公司剔除长鑫后2027—2030年平均自由现金流收益率29%为估值锚，认为存储股回调可能形成机会，并将三星电子列为首选。 点名公司：三星电子（存储）、长鑫（存储）、SK海力士（存储）、美光（存储）、英伟达（客户）。 时点：2027-01 AI推理部署推动2027年服务器DDR5订单上调；2027-01 Vera CPU相关SOCAMM订单2027年超过500亿Gb；2027-01 三星HBM位元出货预计增长96%，份额升至41%。
中新网滚动利好AI 评分1212 闻香识邛崃 海外华媒解码邛崃酒产业发展新势能
中新网邛崃10月15日电 (尧欣雨)“这是我第一次深入了解邛酒，其酿造工艺与深厚历史底蕴，为产区品牌建设打下了坚实基础。”15日，柬埔寨东盟头条副总编辑黎石海接受采访时表示。
格隆汇快讯AI 评分4242 大行评级｜德意志银行：CoreWeave股价大跌创造买入良机，维持“买入”评级，目标价150美元
德意志银行认为，CoreWeave股价过去一周大幅下跌后出现买入机会，并维持“买入”评级，目标价为150美元。分析师Brad Zelnick称，多重因素导致股价下跌；公司绝大多数订单积压与长期合同挂钩，合同收入可覆盖相关资本支出和运营成本，并带来合理回报。
格隆汇快讯AI 评分5555 全球风能理事会CEO称能源转型更重要、风电作用将提升
全球风能理事会首席执行官Ben Backwell在2026北京国际风能大会暨展览会期间表示，地缘政治形势不稳定干扰能源市场，使能源转型比以往更加重要，风电将扮演越来越重要的角色。他称，2025年全球风电新增装机容量达到165GW，创历史新高；当前最紧迫的挑战是电网建设速度不足，并指出需要加大电网技术投资、加强协调规划和需求侧管理。风电企业还需协同风电、太阳能发电、储能与电网技术，提供整体电力项目。
格隆汇快讯AI 评分3636 北光资产管理：通胀数据火热，预示美联储12月或将再度加息
北光资产管理公司的克里斯・扎卡雷利认为，在又一份超预期的通胀数据出炉后，美联储将于12月加息25个基点。他认为美联储会在 10 月议息会议上维持利率不变，部分原因是该会议临近美国中期选举。尽管利率上行，扎卡雷利预计股市仍将保持韧性，但选举相关的不确定性可能引发短期波动。
格隆汇快讯AI 评分4646 潘慧敏：风电发展仍面临消纳压力，需重点优化开发布局
国家能源局新能源和可再生能源司副司长潘慧敏表示，我国风电今年以来平稳有序发展，但仍面临消纳压力增大、要素供给趋紧、市场化后收益下滑和绿色价值实现不充分等挑战。她提出需优化开发布局、加快集成融合发展、适应市场化发展、加强技术创新并强化国际合作。
格隆汇快讯利好AI 评分2626 德意志银行：CoreWeave的抛售是“买入良机”
德意志银行：CoreWeave的抛售是“买入良机”。
The VergeAI 评分77 Some great games to play before GTA VI and Zelda launch
You could say we're in the eye of the storm right now. The storm, of course, being the fall and winter release calendar for new video games. Things started out with a hectic few weeks that were packed with major titles like Control Resonant, Marvel's Wolverine, Fire Emblem: Fortune's Weave, and Gear
The VergeAI 评分2525 Benn Jordan on Flock, privacy, and the new surveillance backlash
Today, I’m talking with Benn Jordan, musician, YouTuber, researcher, and investigative journalist. You might know Benn from those first two titles — he’s got a prolific discography of experimental music dating back decades. But in the last couple of years, he’s become a high-profile face in the crea
Business InsiderAI 评分1414 My parents raised 6 kids on one salary. My husband and I can't afford one baby on 2.
I would love to become a mother, but student loans, housing costs, and childcare expenses make having a baby feel impossible.