全部 A股动态

三个指数的估值：SOX, RSP, NDX

三个指数的估值：SOX, RSP, NDX NDX比较有意思，是最低的，即使和22年比，都没高出很多 https://t.co/4IbvTC6KNp

I'm long bonds short stocks but jeez the AI trade is fine guys. The cope I'm reading about a little…

I'm long bonds short stocks but jeez the AI trade is fine guys. The cope I'm reading about a little bump on the path is epic

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🎯 引用 @fchollet：String theory is what happens when an intelligent system is starved of sensory input and starts hallucinating. Intelligence needs grounding. For this reason, intelligence is practically never the bottleneck to solving impactful problems. The bottleneck is iterated contact with

全球新车销售中纯燃油汽车占比首次跌破50%

全球新车销售中，纯燃油汽车占比首次跌破50%。原文称，未来几乎所有汽车都将是电动汽车。

AI developers are committing substantial cash to secure reliable power years before the capacity…

AI developers are committing substantial cash to secure reliable power years before the capacity earns revenue. Utilities should use that willingness to finance new supply, with minimum payments and exit protections that leave the requesting customer responsible for the https://t.co/4ZYDrxKqF4

3Q26 CIO 调查：约45%的受访公司使用开放权重模型，预计三年后升至约90%

3Q26 CIO 调查显示，约45%的受访公司使用开放权重模型，这一比例预计三年后升至约90%。调查结果只表明受访公司对开放权重模型有明确兴趣，不代表独家使用或多数使用。

To emphasize, look at B200 indices on BBG for Compute Desk, Ornn, and Silicon Data. Apples to…

To emphasize, look at B200 indices on BBG for Compute Desk, Ornn, and Silicon Data. Apples to oranges as compute desk is 1-year reserved/committed pricing vs the other two are more levered to real-time recently struck rates or spot rates. Interesting the movement of each, though. https://t.co/2VY4yq

台积电财报面临高门槛，仅超预期或难平息全球AI板块抛售潮

台积电周四将公布财报，市场快讯称，在芯片大厂业绩未能提振AI交易的背景下，仅超出预期或不足以推动股价积极反应。受加息、AI基础设施融资及芯片景气周期持续性等担忧影响，费城半导体指数连续六个交易日下跌，市值累计蒸发逾1.5万亿美元；台积电此前公布季度营收同比增长51%。

前三季度中国汽车销量同比下降4.5%，出口增长65.8%

中国汽车工业协会数据显示，前三季度我国汽车销量2327.1万辆，同比下降4.5%。其中，国内销量1506.6万辆，同比下降22.4%；出口820.5万辆，同比增长65.8%。9月汽车销量环比增长9%、同比下降8.4%，其中国内销量同比下降26%。

瑞银将力拓股价目标下调1.2%至每股171澳元

瑞银将力拓股价目标下调1.2%至每股171澳元。

顶级预测师：美联储12月可能加息50个基点

Prestige Economics总裁Jason Schenker表示，FOMC可能会在12月考虑更大幅度、达50个基点的加息。这位较早预测到美联储最近一次加息的预测师Schenker如今认为，美联储可能在9月加息后“让政策效果稍作喘息”，再于12月考虑更大幅度加息。Schenker预计，若12月出现更大幅度加息，明年年初可能暂停进一步加息。 在10月和12月会议之间，美联储官员还将收到两份就业报告和另一份CPI数据，可为其未来决策提供依据。Schenker表示：“虽然只需等待6周，但他们将获得更多数据。如果他们发现25个基点毫无作用，那么我认为他们可能会推出50个基点的加息。”Schenk

Big banks see risks in financing the AI boom, but are happy to keep writing the checks

The CEO’s the U.S.’s biggest banks all chimed in on the risks of related to the massive AI buildout, but how there’s still no sign that investments need to slow down.

You’re probably too invested in equities. Why a 60-40 portfolio is still the smart way to go.

For most of U.S. history, an all-stock and a 60-40 portfolio have run neck-and-neck for trailing 30-year returns.

Jim Cramer says don't give up on this unpredictable market. Here's why

Despite an unpredictable market, CNBC's Jim Cramer says it's important to stay invested.

Atlantic Ocean currents can recover from severe climate weakening, study finds - Reuters

Atlantic Ocean currents can recover from severe climate weakening, study finds Reuters

President Trump Visits Montana with a Record of Results for Workers, Families, and Communities

Today, President Donald J. Trump heads to Montana for a stop in Kalispell. He arrives with a proven record of America First policies that put Montana workers, families, seniors, and communities first — delivering historic tax relief, unleashing private investment and job growth, securing energy domi

预测师Jason Schenker：美联储12月可能加息50个基点

Prestige Economics总裁Jason Schenker认为，美联储可能在12月考虑加息50个基点。若届时加息50个基点，他预计明年年初可能暂停进一步加息；若加息25个基点，明年第一季度再次加息的可能性较大。

证监会就公募基金运作管理办法及配套规则征求意见

证监会近日就《公开募集证券投资基金运作管理办法（征求意见稿）》及配套规则公开征求意见。征求意见稿拟将非FOF产品投资其他基金的比例上限从10%上调至30%，允许FOF投资ETF联接基金，并将FOF成立门槛降至5000万元。

同一新闻，精选展示《证监会就《公开募集证券投资基金运作管理办法》修订公开征求意见》

The best feature of Apple’s HomeView might be its simplicity

I'm just going to come right out and say it. I love the approach Apple has taken with the HomeView. I think it's the shared, always-available household interface that my family might finally use. Is Apple's first smart display my dream smart home dashboard? No. But is it the right product for Apple

马克·卡尼呼吁中等强国参与地缘政治，私营部门已先行入席

马克·卡尼呼吁中等强国参与全球事务，但财富评论文章认为，私营部门已经先于这些国家成为地缘政治参与者，并在AI领域发挥影响。文章指出，AI模型开发集中在美国和中国：截至2025年，美国有59个“知名”AI模型，中国有35个，韩国有8个；私营企业领导者也开始填补全球AI治理的空缺。

Why Inflation Numbers Are Disappointing

While inflation numbers might not be disastrous, they’re still disappointing and moving in the wrong direction. Bloomberg Opinion columnist John Authers explains where this leaves the US, and if it will lead to any more rate hikes from the Fed. (Source: Bloomberg)

巴克莱：特斯拉-SpaceX合并消息可能在年度股东大会前公布

巴克莱分析师表示，市场参与者目前普遍预计特斯拉将与SpaceX合并，相关消息可能会在特斯拉年度股东大会(AGM)之前公布。分析师Dan Levy等人预计，2026年年度股东大会最迟将于12月6日举行。Levy补充称，合并的理由将是实现垂直整合，并能够加快埃隆·马斯克旗下两家公司在人工智能(AI)领域的发展机会。“虽然特斯拉/SpaceX合并消息的公布时间可能会推迟到10月晚些时候，甚至可能推迟到11月初，但我们认为，届时要让合并案在年度股东大会上获得批准，难度可能会越来越大。”

Badenoch sounds ‘alarm’ on potential Budget tax raid on banks

Conservative leader’s intervention comes as investors warn of a potential hit to UK competitiveness

Citi CEO Jane Fraser on the next phase of her turnaround: To be the best, Citi has ‘to beat the best’

Five years into Citi’s turnaround, the No. 1 Most Powerful Woman says the heavy lifting is done—and AI will shape what comes next.

Why Dell’s stock was one of the S&P 500’s biggest laggards on Wednesday

An analyst sees limited room for Dell and HPE shares to continue climbing, as dynamics could shift within the market for memory components.

India Seeks a Game-Changing AI Dividend. It Won’t Come Easy

The next industrial revolution is here. Like electricity or the internet before it, artificial intelligence has the potential to transform economies by opening new avenues for growth. India is no exception.

Explainer: What is Starshield, SpaceX's military version of Starlink? - Reuters

Explainer: What is Starshield, SpaceX's military version of Starlink? Reuters

巴克莱称特斯拉与SpaceX的合并或将于12月前公布 巴克莱称特斯拉与SpaceX的合并或将于12月前公布

巴克莱称特斯拉与SpaceX的合并或将于12月前公布 巴克莱称特斯拉与SpaceX的合并或将于12月前公布。

马斯克称星盾由美国政府控制，使用限制最终由特朗普决定

马斯克回应称，星盾由美国政府拥有和控制，速度或使用限制由美军决定，最终决定权属于美国总统特朗普。乌克兰前国防部长费多罗夫称，星链正在恢复对移动速度不超过160公里/小时的设备提供连接，并呼吁取消星盾速度限制。马斯克还称，星链由SpaceX拥有和控制，仅用于民用或防御性活动，不得用于进攻性军事行动。

巴克莱：特斯拉与SPACEX的合并或将于12月前公布

巴克莱：特斯拉与SPACEX的合并或将于12月前公布。

AI竞赛重回白热化：谷歌和Meta推出前沿模型，挑战OpenAI与Anthropic

谷歌和Meta相继发布前沿模型，称其能力可与OpenAI和Anthropic的顶尖模型匹敌，AI竞赛因此再度升温。此前，Anthropic和OpenAI一度领先，Meta尚未成为有力竞争者，中国最新模型则被描述为仍在追赶。

AI tools are aiding would-be spies

AI tools are now exacerbating a largely hidden problem that frontier AI companies have been contending with for years: the risk that employees will exploit their access to spy on their employers.Why it matters: The same AI tools that companies are racing to release can also help people plan crimes a

Tina Knowles launched hair care line Cécred with daughter Beyonce after years of mixing custom hair treatments

The line became the most successful debut in history for retailer Ulta Beauty.

美联储下次会议是否加息仍存分歧，市场加息概率上升

市场参与者和经济学家对美联储是否会在两周后再次加息25个基点意见不一。

Financial M&A Is About Scale: Reilly and Naydenova

Nina Naydenova, head of FIG M&A for the Americas at Jefferies, and Elyse Reilly, partner at EY-Parthenon Financial Services, join Scarlet Fu on "Bloomberg Deals." (Source: Bloomberg)

Oak Hill, Fortress at CAIS, Bumble Goes Private, Media Moves

A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today's guests: Fortress Co-CEO Managing Partner Drew McKnight, Ernst & Young Partner, Financial Services EY-Parthenon Elyse Reilly, Jefferies Head

高盛：必选消费三季度需求偏弱、9月温和改善，盈利分化且更依赖产品与费用控制

报告称中国必选消费品三季度需求低迷，9月仅温和环比改善，啤酒及餐饮相关调味品偏弱，乳制品、方便面和折扣零售相对有韧性。作者认为产品竞争力、新渠道、原料锁价和费用控制比广泛消费复苏更影响盈利。PET涨价、行业竞争及高端需求恢复偏慢构成压力；报告列出多家公司买入，也将华润饮料下调至卖出。 点名公司：贵州茅台、伊利股份（乳制品）、万辰集团（折扣零售）、洽洽食品、重庆啤酒（啤酒）、东鹏饮料（饮料）、中炬高新（调味品）、安井食品（食品）。 时点：2026-09 伊利三季度预计收入增长2%、利润增长7%；2026-09 折扣零售商三季度维持较快开店及相对有韧性的同店销售；2027-06 华润饮料PET成本压力预计至少延续至2027年上半年。

马斯克：星盾系统由美国政府拥有和控制，任何速度或使用限制均由美军决定，最终决定权属于美国总统特朗普

马斯克：星盾系统由美国政府拥有和控制，任何速度或使用限制均由美军决定，最终决定权属于美国总统特朗普。

How Trump Is Selling Out Ukraine

The Ukrainian journalist Illia Ponomarenko on his new book, The Land of Tears and Hope, a history of his country

AI may double human lifespans

AI is giving longevity research a new way forward: better tools to identify potential interventions, and better ways to investigate their effects in people. Two recent papers from our team and academic collaborators illustrate that progression. In Cell, we introduced open tools to evaluate AI models