BlackRock's Larry Fink warns a data center moratorium could trigger a recession
Local opposition to data center construction has been a feature of the midterm elections set for Tuesday, Nov. 3.
#美股/全球
外媒与科技媒体长文、研究号文章
CNBC利空AI 评分1515 CNBC利空AI 评分2020 Fannie Mae sharply raises mortgage rate forecast for 2027
Fannie Mae just put out its latest forecast for mortgage rates, and they are much higher than previous estimates.
CNBCAI 评分1212 Treasury says largest U.S. banks let politics influence who received banking services
New Treasury Department findings may lend weight to President Donald Trump’s long-running grievance that major banks have discriminated against conservatives.
Axios利空重大精选AI 评分7676 美国9月CPI环比上涨0.6%，同比通胀率升至3.7%
美国劳工部公布，9月CPI环比上涨0.6%，同比上涨3.7%；8月分别为环比上涨0.4%、同比上涨3.4%。核心CPI环比上涨0.3%，同比上涨2.6%；汽油价格环比上涨9.1%，住房价格上涨0.4%，食品价格持平。报道还称，市场对美联储本月加息的押注升至44%，此前周二为22%；2年期美债收益率上升12个基点，10年期美债收益率上升7个基点。
推荐理由：9月CPI同时呈现能源与核心价格变化，并给出月度和年度口径；汽油、住房与食品分项可用于对照通胀构成。
MarketWatch利空AI 评分2323 How Iran’s $2 trillion threat puts your AI stocks at risk
The Fed admits it can’t cool Big Tech’s spending spree. Tehran says it can, and it just named the targets.
彭博AI 评分3434 Bank Stocks Brace for Higher Rates
RBC Capital Markets Large Cap US Bank Analyst Gerard Cassidy joins Bloomberg Open Interest to explain why Bank of America’s regulatory settlement wasn’t a complete surprise and how rising rates could affect bank margins. He also discusses AI investment, credit risks, and State Street’s selloff as in
CNBC利空重大AI 评分5252 美国9月CPI同比上涨3.7%，汽油和能源价格走高
美国9月消费者价格指数（CPI）同比上涨3.7%。摘要称，汽油和能源价格走高是主要背景，且主要与伊朗战争有关。
路透社利好AI 评分2323 Wall Street firms tie bonuses, promotions to AI skills, survey finds - Reuters
Wall Street firms tie bonuses, promotions to AI skills, survey finds Reuters
路透社AI 评分5858 日本拟向GlobalFoundries运营的两座美国芯片工厂投资至多210亿美元
路透社称，日本计划向由GlobalFoundries运营的两座美国芯片工厂投资至多210亿美元。材料仅提供标题摘要，未说明投资时间表或资金安排。
Business InsiderAI 评分1616 Warren Buffett says to 'make money while you sleep.' AI agents may be the answer, Robinhood CEO says.
Warren Buffett says to put your money to work. Robinhood CEO Vlad Tenev says everyone should have AI agents that are "productive while they sleep."
Business InsiderAI 评分3434 Social Security recipients will get a 3.6% cost-of-living increase in 2027
The Social Security Administration announced a 3.6% cost-of-living adjustment for 2027. Average monthly checks for beneficiaries will increase by $75.
彭博利好AI 评分3030 Fed Would Be 'Stupid' to Raise Rates Now, JPMorgan's Kelly Says
David Kelly, chief global strategist at JPMorgan Asset Management, says he does not expect the Fed to raise rates at its October meeting. Speaking on "Bloomberg Surveillance," Kelly argues that the meeting falls just six days before the election, when policymakers may want to avoid appearing politic
彭博AI 评分3939 Fed Weighs More Hikes on Inflation Concerns
Barclays senior US economist Pooja Sriram said higher interest rates are a blunt tool that tighten financial conditions and hit rate-sensitive sectors such as housing and autos first. While rising Treasury yields and the bond selloff have added restraint, she said it is unclear whether conditions ar
彭博AI 评分4040 Anthropic投资者日聚焦增长
Anthropic举行投资者日，同时推进潜在IPO计划，估值约2万亿美元。PSP Growth的Momei Qu表示，随着新信息出现，市场对AI的情绪正在迅速变化；她预计讨论将聚焦增长与资本支出的权衡，以及Anthropic预期估值。
路透社AI 评分3838 Eutelsat shares jump as Ukraine flags curbs on Starlink military-grade service - Reuters
Eutelsat shares jump as Ukraine flags curbs on Starlink military-grade service Reuters
路透社AI 评分2626 US consumer prices accelerate in September on costlier gasoline; core CPI firmer - Reuters
US consumer prices accelerate in September on costlier gasoline; core CPI firmer Reuters
金融时报同新闻AI 评分6969 美国9月总体CPI和核心CPI同比加速并高于市场预期
美国9月总体CPI和核心CPI同比均加速，且高于市场预期。原标题称，这一通胀表现使美联储维持进一步收紧政策的轨道。
同一新闻，精选展示《美国9月未季调核心CPI同比升至2.6%，季调后月率为0.3%》
财富AI 评分4141 华尔街大型银行业绩喜忧参半，高管称IPO暂缓不会持续太久
美国大型银行最新季度业绩表现不一：美国银行利润下滑，摩根士丹利营收和利润超预期，富国银行营收低于预期，摩根大通营收和利润均不及预期，高盛则超出预期。摩根大通高管称IPO是“推迟而非取消”，Renaissance Capital称2026年的交易数量有望超过去年，IPO募资额已创纪录。
彭博利空AI 评分5757 美国9月消费者价格涨幅为4月以来最快，潜在价格压力指标高于预期
美国消费者价格在9月加速上涨，涨幅为五个月来最快，反映潜在价格压力的指标也高于预期。摘要称，能源成本推高价格，家庭预算压力持续，背景是11月中期选举临近。
彭博AI 评分1717 Fast-Money Quants Are at Odds With Fundamental Stock Investors
Money managers who focus on economic growth and the strength of earnings are showing growing doubts about the rally in US stocks.
彭博AI 评分3838 Natixis Economist Sees One More Fed Rate Hike
Christopher Hodge, chief US economist at Natixis, expects core CPI to come in slightly softer than forecast and sees inflation continuing to ease. He discusses the impact of higher energy prices, potential labor market weakness and housing pressures, while forecasting one final Fed rate hike in Dece
彭博利好AI 评分5353 美国通胀数据推动交易员增加对美联储加息的押注，美元升至一年多高位
美国通胀数据偏热后，交易员增加了对美联储加息的押注，美元升至一年多来的最高水平。彭博摘要未提供通胀数据的具体数值或完整报道。
CNBCAI 评分3434 Jim Cramer's top 10 things to watch in the stock market Wednesday
The Septembr CPI report came in hot, and Morgan Stanley's equities trading blew past expectations.
CNBC利空重大AI 评分3535 Iran says it’s ‘counting the moments’ until it can attack U.S. warships; Saudi Aramco facilities attacked
Meanwhile, Saudi Arabia's Aramco reportedly came under fresh attack overnight.
路透社AI 评分00 COMMENTARY: Morning Bid: Trillion dollar trade - Reuters
COMMENTARY: Morning Bid: Trillion dollar trade Reuters
路透社利好AI 评分2626 S&P 500, Dow futures rise ahead of big bank results, CPI data - Reuters
S&P 500, Dow futures rise ahead of big bank results, CPI data Reuters
路透社AI 评分66 Nine ways the Trump administration could interfere with the midterms - Reuters
Nine ways the Trump administration could interfere with the midterms Reuters
金融时报AI 评分1414 Europe’s defence stocks send a geopolitical distress signal
Even when governments do sign big cheques, it takes a while for defence contractors to ramp up production
金融时报AI 评分1616 US inflation jumps to 3.7% as Iran war drives up prices
Rebound in fuel costs has piled pressure on voters ahead of midterm elections
IT之家AI 评分5454 贾跃亭称 FFR 与 FFAI 签署机器人业务合并协议，预计本月底前完成交割
贾跃亭发布视频称，FFR 与 FFAI 已签署最终协议，FFR 拟以每股 2.246 美元、约 2 亿美元估值，通过全股票方式合并 FFAI 的机器人资产及业务；双方预计本月底前完成交割。
MarketWatch利好AI 评分3030 What analysts are watching with key semiconductor maker TSMC set to report results
Analysts at JPMorgan and Citigroup see further revenue growth for the semiconductor foundry, even after already posting a record-breaking figure for the third quarter.
MarketWatch利好AI 评分1919 Charles Schwab and DoorDash ranked among bargain stocks that could lead the market higher
Third-quarter earnings growth is expected to be driven by energy and semiconductor companies, but what if the rest of the market shows up? HSBC envisages a stock market finally broadening out.
彭博AI 评分4141 胡塞武装袭击沙特阿美总部，ASML寻求提高芯片制造设备产量
伊朗支持的胡塞武装在沙特多地发动导弹和无人机袭击，沙特阿美位于沙特东部的总部遭袭。ASML表示，受人工智能支出激增推动，公司正寻找在未来两年提高芯片制造设备产量的方法，其股票随后上涨。
彭博AI 评分3636 Stocks Waver Ahead of CPI, Bank Earnings; Aramco Hit By Houthis
US equity futures waver ahead of the latest CPI data and bank earnings. ASML boosts its sales outlook and warns that it may not be able to meet soaring AI demand in 2027 and 2028. Iran-backed Houthis launches attacks across Saudi Arabia, hitting Saudi Aramco’s headquarters. Russia strikes energy fac
彭博AI 评分3131 Could A 'Beige' Budget Could Be Good For The UK?
Barclays Chief UK Economist Jack Meaning says the government is hoping for a "beige" Budget — avoiding the kind of fiscal event that has unsettled bond markets in recent years. He spoke to Bloomberg's Caroline Hepker and James Woolcock after Barclays teamed up with the Institute for Fiscal Studies f
彭博AI 评分1818 US Mortgage Rates Hit 7.5%, Extending Slump in Home Buying
US mortgage rates continue to rise, pushing down home purchasing activity for a sixth straight week.
彭博利空AI 评分4141 拆解美国银行第三季度财报
美国银行第三季度股票和固收交易业务均不及预期，债券交易收入下降17%，股票交易收入下降10%。Brean Capital研究总监Chris Marinac在“Bloomberg Surveillance”节目中分析了这份业绩。
路透社利空AI 评分1818 Poland's Sikorski asks 'big man' Musk if he is playing politics with Starlink in Ukraine - Reuters
Poland's Sikorski asks 'big man' Musk if he is playing politics with Starlink in Ukraine Reuters
卫报AI 评分1515 Immigration, climate, guns: key Trump policies to be tested at supreme court
Conservative court asked to rule on several signature policies in 2026-27 term – will it rule in president’s favor?Several of Donald Trump’s second-term policies will be tested at the supreme court in the coming months: it is being asked to rule on challenges to theadministration’s harsh immigration
钛媒体AI 评分5151 Adobe创意软件遭AI逆向工程平替项目挑战
国外创作者利用 AI 逆向工程开发了 Photoshop、Illustrator、Premiere、Lightroom 等七款 Adobe 软件的平替产品，并在 GitHub 免费开源。