日本交易所集团将公布TOPIX史上最大规模调整，数百只日本股票或被剔除
日本交易所集团计划于周三公布TOPIX史上最大规模调整，可能缩减这一亚洲主要股票基准指数的覆盖范围，并加大日本企业提升市场吸引力的压力。
#盘面/资金
外媒与科技媒体长文、研究号文章
彭博利空AI 评分4141 彭博AI 评分1414 SpaceX Eyes $40B for Nvidia Chips, Asian Stocks Hold Near Record Highs
"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global
路透社AI 评分1616 Indian shares open lower ahead of RBI rate decision - Reuters
Indian shares open lower ahead of RBI rate decision Reuters
IT之家AI 评分3434 全球内存短缺缩影：GameStop 二手索尼 PS5 Pro 比新机溢价 55.56%
IT之家 10 月 7 日消息，科技媒体 Tom's Hardware 昨日（10 月 6 日）发布博文，报道称 GameStop 二手索尼 PS5 Pro 标价 1,399.99 美元（IT之家注：现汇率约合 9,397 元人民币），比新机官方推荐零售价（899.99 美元（现汇率约合 6,041 元人民币））高 500 美元（现汇率约合 3,356 元人民币），溢价 55.56%。IT之家附上相关截图如下：网友 u/dicklicker69_- 昨日在 Reddit 社区发帖，自称是门店员工（社区版主已确认发帖者身份），分享了一张 GameStop 的产品定价表格，文件称“二手主机价格将高
路透社利空AI 评分2121 Asia shares weaker, oil up; investors weigh Saudi-Houthi escalation - Reuters
Asia shares weaker, oil up; investors weigh Saudi-Houthi escalation Reuters
Business Standard利空AI 评分2828 Stock Market LIVE: GIFT Nifty down 100 points before RBI MPC meet outcome; Asia mkts decline
Sensex Today | Stock Market LIVE Updates Wednesday: The GIFT Nifty indicated a negative open for the Nifty50. Asian markets were trading lower
彭博利空AI 评分2323 Korean Investors Suffer $1.7 Billion Losses From Leveraged ETFs
Retail investors are estimated to have lost 2.3 trillion won ($1.7 billion) from leveraged exchange-traded products tracking South Korea’s two chipmaking giants in just months, according to a lawmaker’s office, in the first revelation of the magnitude of risks from such bets.
极客公园AI 评分3434 派拉蒙 1100 亿美元收购时代华纳，好莱坞诞生新巨无霸；月之暗面被曝完成 500 亿美元 PreIPO 融资；微软、Meta 被曝要求员工减少使用 Claude
2026 诺贝尔物理学奖揭晓：把一立方公里南极冰变成望远镜，打开「中微子天文学」 10 月 6 日，2026 年诺贝尔物理学奖授予比利时裔美国物理学家 Francis Halzen，以表彰其「对 IceCube 中微子天文台的决定性贡献，以及发现来自天体的高能中微子」。 Halzen 领导建设的 IceCube 位于南极，把超过 一立方公里的透明冰层本身变成粒子探测器：5000 多个光学传感器被埋入超过两公里深的冰层，通过捕捉中微子极少数与物质碰撞时产生的微弱光线，反推出粒子的来源。 与传统望远镜利用光观察宇宙不同，中微子几乎可以不受阻碍地穿过物质，因此能够携带超新星、黑洞等极端宇宙事件的信息
IT之家AI 评分2323 IT早报 1007：余承东详解华为 Mate 90“拼好网”功能；杨利伟称中国空间站下半年迎来首批外籍航天员；余承东官宣鸿蒙出海；2026 年诺贝尔物理学奖揭晓...
“IT早报”时间，大家好，现在是 2026 年 10 月 7 日星期三，今天的重要科技资讯有：1. 余承东详解华为手机“拼好网”：高铁视频通话卡顿减少 90%，Mate 90 系列首发华为常务董事、产品投资评审委员会主任、终端 BG 董事长余承东 10 月 6 日发布视频，详细介绍了华为 Mate 90 系列首发的多设备互助通信共享功能。>> 查看详情2. 杨利伟：中国空间站将成全球开放实验平台，下半年迎来首批外籍航天员杨利伟在国际宇航大会上表示，中国空间站面向全球科学家开放，两名巴基斯坦预备航天员正与中方航天员配合训练，其中一人将作为载荷专家执行短期飞行任务。载人登月计划也将开展国际合作。>
IT之家AI 评分5555 美国软件股创2026年阶段新高，分析师称AI颠覆担忧被夸大
美国软件股受盈利预期上调推动走高，标普500软件与服务指数周二上涨1.3%，创下自2025年11月以来的最高点位。LSEG数据显示，软件行业2026年预期年收益增长率从3月底的13.8%升至20.6%；分析师称，AI对软件行业的颠覆担忧此前被夸大，但认为更强冲击或在2027年下半年出现。
彭博利好AI 评分4444 中东石油供应增加、债券收益率下降缓解美联储加息压力，黄金持稳
中东石油供应增加、债券收益率下降，缓解了美联储本月加息的压力；黄金维持涨势。
金融时报AI 评分1313 FirstFT: Crypto company known for risky ‘perps’ vexes Singapore
Also in today’s newsletter: Indian protesters demand electoral chief resigns and former German spy chief arrested for treason
彭博利好AI 评分4646 美股创纪录上涨或为亚洲市场定调：市场综述
华尔街创纪录上涨或为亚洲市场定调，交易员关注企业财报。油价高企则可能令利率和全球债券收益率在更长时间内维持高位。
彭博利好重大AI 评分99 Constellation Energy Surges 12% on Google Nuclear Power Deal | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Sally Bakewell, Carol Massar and Jess Menton. (Source: Bloomberg)
CNBC利好AI 评分4949 图表：标普 500 在科技股上涨、油价和美债收益率回落中再创盘中纪录
标普 500 周二盘中重返纪录高位，科技股上涨、油价和美债收益率回落助力股市克服数月来的市场冲击。
卫报AI 评分4444 AI芯片股上涨后，标普500指数和纳斯达克指数创收盘新高
AI芯片股上涨、美债收益率回落后，标普500指数和纳斯达克指数收盘创纪录新高。标普500指数上涨0.58%，首次突破7,800点；纳斯达克指数上涨0.45%，道琼斯指数上涨0.49%。
The VergeAI 评分1515 Save on MacBooks, iPads and Apple Watches during October Prime Day
Amazon’s October Big Deal Days are underway (lasting through tomorrow night), and we spotted a ton of Apple products and accessories in the sale, ranging from laptops and headphones to desktops and more. Some of the deals are only for Prime members, but other retailers are often matching or beating
MarketWatch利好重大AI 评分2929 The S&P 500 is back in record territory as the ‘Magnificent Seven’ ride to the rescue
After trading sideways for much of the past year, the “Magnificent Seven” have been staging a comeback, helping to re-energize a bull market threatened by rising bond yields and stubbornly high crude-oil prices.
CNBCAI 评分1313 How event contract bundles are boosting volume on prediction markets
Combo contracts are driving volume growth even as they make up a small, albeit consistent, share of transactions.
CNBCAI 评分1414 What's behind an 'explosion of buying' Tuesday, including the rally in GE Vernova
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
彭博AI 评分1313 Tech Tries to Power Stocks to Fresh Records Despite Elevated Yields
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)
路透社AI 评分5656 AI颠覆担忧减弱之际，美股软件股升至2026年新高
美国软件股升至2026年新高，AI颠覆担忧减弱。
IT之家AI 评分4949 英伟达（NVDA）市值升至5.82万亿美元，创历史新高
英伟达（NVDA）在纳斯达克开盘约20分钟后，市值升至5.82万亿美元，创历史新高，距6万亿美元仅一步之遥。美东时间10月5日，英伟达收盘上涨2.12%至238.90美元，连续第三个交易日以收盘价创历史新高。
财富AI 评分2929 A $443 million memecoin frenzy dissolves into nothing—Robinhood and Circle are latest to taste the memecoin boom-and-bust cycle
The Robinhood Chain saw a brief surge in memecoin trading before volumes dropped 96%.
金融时报利好AI 评分4242 标普 500 创新高，AI股票无视债市低迷
标普 500 再创高点，尽管债券市场走弱，AI股票仍表现坚挺。华尔街蓝筹股指数的涨势越来越依赖少数科技股。
Fast Company利好AI 评分4343 SpaceX（SPCX）股价10月反弹：火箭与AI公司上涨背后的原因
SpaceX（SPCX）股价上周上涨超过18%，周一收于171.09美元，三个月来首次高于IPO首日收盘价160.95美元。多次成功发射任务、摩根士丹利分析师Adam Jonas看好未来AI产品发布、Starship进展及云计算合同，以及马斯克与特朗普关系似有缓和，都是文章列出的上涨因素。
The VergeAI 评分99 The easiest Apple Watch to recommend is $50 off
The Apple Watch SE 3 is the smartwatch that we recommend for most people because it’s affordable, yet packed with most of the features found in pricier versions. We spotted Amazon October Prime Day discounts across the lineup, including both the 40mm and 44mm sizes, and GPS only or cellular options.
Business Standard利空AI 评分2626 Jane Street should explain trading strategies, Sebi tells SAT in hearing
Sebi told SAT that Jane Street has received sufficient material to answer manipulation allegations and should explain its trading conduct instead of seeking more documents
彭博AI 评分4646 标普 500逼近8月以来首个历史高点；OpenAI与BlackRock及阿联酋多家基金洽谈300亿美元融资
债券上涨、油价下跌缓解通胀担忧，推动标普 500逼近8月以来首个历史高点。OpenAI据称正与BlackRock及阿联酋多家投资基金洽谈，为一轮300亿美元融资寻找主要投资者。
彭博AI 评分5555 标普500期货上涨0.5%，有望创两个月来首个收盘纪录高位
标普500期货上涨0.5%，有望收于两个月来的首个纪录高位。摘要将企业利润保持韧性和油价回落列为推动因素。
CNBC利好AI 评分1818 Jim Cramer's top 10 things to watch in the stock market Tuesday
Stock futures are green across the board, with the Nasdaq posed to build on yesterday's all-time closing high.
路透社AI 评分88 Ohio early voting begins with US Congress control on the line - Reuters
Ohio early voting begins with US Congress control on the line Reuters
路透社利好AI 评分2424 Wall St futures rise as yields, oil dip - Reuters
Wall St futures rise as yields, oil dip Reuters
彭博利空AI 评分2121 Saudi-Led Forces Claim Advances, French Student Unrest Spreads
Yemen’s internationally-recognized government, backed by Saudi Arabia, claimed to have regained territory from the Houthis, as fighting in the region near the Bab el-Mandeb strait intensifies. The Yemeni armed forces said they took control of the Red Sea city of Mokha on Monday after battles with th
彭博利好AI 评分4040 美债收益率与油价回落、巴西选举提振情绪，新兴市场股票和货币上涨
新兴市场股票和货币周二上涨，美债收益率与油价回落提振市场情绪。巴西总统选举首轮由保守派大胜后，巴西资产仍受青睐。
CNBCAI 评分1313 SpaceX stock is taking off again, but with one key difference this time
Traders are assigning less than a 50% chance SpaceX touches $225 at any point between now and July, according to options pricing.
CNBC利好AI 评分3030 Meta Muse gives AMD a boost as AI momentum shifts to personal agents
The personal agent boom is lifting the fortunes of AMD and Intel, which have outperformed their megacap tech peers over the past month.
路透社AI 评分1212 Americans deeply skeptical of taxpayer-funded election ads, Reuters/Ipsos poll finds - Reuters
Americans deeply skeptical of taxpayer-funded election ads, Reuters/Ipsos poll finds Reuters
NPRAI 评分1414 Dems have edge in midterms, poll shows. And, Paramount-Warner Bros. merger to close
Polls are showing that Democrats have a clear advantage heading into the midterms, but that doesn't tell the whole story. And, today, a mega merger between Paramount and Warner Bros. is set to close.
卫报AI 评分1010 Democrats upbeat as unpopular Trump imperils Republican midterm hopes
Polls show GOP candidates trailing Democrats in Senate races, and Republicans also struggling in House contestsThirty days remain until the midterm elections, and Donald Trump and his Republican allies are pulling out all the stops to maintain control of Congress.Super Pacs aligned with the GOP have