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#研报/观点
外媒与科技媒体长文、研究号文章
CNBCAI 评分1313 卫报AI 评分66 Loves Trump, lies and conspiracies: Katie Zacharia is the perfect presidential press secretary | Arwa Mahdawi
The Maga member believes the 2020 election was stolen and seemingly her new boss is saving the world from a cabal of satanic paedophiles. She’ll fit right in thenPoor Donald Trump. His (third) wife seemingly can’t bear to be near him and his (fifth) press secretary recently abandoned him to be with
Fast CompanyAI 评分2424 I let an AI assistant shop for me and the reviewers got nothing
There’s a new kind of AI in town, and it’s all about you. Which is to say you, personally—these are the new personal AI assistants that go by names like Muse, Dots, and Grok Bot, and they’re ready to dismantle much of the friction in your life. Need to research a trip, book a restaurant, or choose b
卫报AI 评分1717 The biggest threat from AI is the sense that we have no say in it. To that I say game on | Peter Lewis
The tech bros and their highly paid sock puppets are banking on us giving in to their ‘inevitability doctrine’. But in Australia, and around the world, resistance is risingOf all the drivers of the populist wave, one of the most powerful is the sense of inevitability that surrounds what we are told
财富AI 评分3434 IMF chief warns AI’s ‘slow-moving tsunami’ is coming—and it could leave Gen Z graduates stuck making lattes at Starbucks
‘I don't think any young person wants to be a barista in a coffee shop as their professional future,’ IMF Managing Director Kristalina Georgieva says.
彭博AI 评分1616 Inside the Fight Against Food Recalls
After a summer of food recalls and illness outbreaks, Neogen CEO Mike Nassif explains how testing, traceability,and data can help producers spot risks earlier and rebuild consumer confidence in a complex global food supply chain. (Source: Bloomberg)
彭博AI 评分3131 New Mountain Bets on Defensive Growth
As investors reassess private credit, New Mountain Capital’s Laura Holson says direct lending is offering attractive opportunities with wider spreads and improved lender protections. She joins Bloomberg Open Interest to explain why higher rates can benefit floating-rate investments, what risks borro
彭博AI 评分2929 Bank Profits Face New Challenges
KBW Head of US Bank Research Chris McGratty joined Bloomberg Open Interest to break down what's driving bank earnings. He explains why large banks may still appeal to investors and how consumer health, interest rates and consolidation could shape what's ahead. (Source: Bloomberg)
彭博AI 评分4343 Ed Yardeni称利率已“回归正常”，并谈S&P观点及“更高更久”说法
Ed Yardeni表示，他认为利率已“回归正常”，而非“更高更久”，并谈及他对S&P的观点。美国及其他发达经济体收益率升至数十年高位，收紧金融条件；自9月中旬以来，八个主要经济体利率互换定价中的加息幅度减少近200个基点。
CNBC利好AI 评分2626 We're adding to a consumer staples stock in advance of a big catalyst
We see this company's pending merger as a potential for cost savings, incremental revenue synergies, and increased scale.
卫报AI 评分1414 Brexiters can’t cope with the fact that Putin was cheering them on | Rafael Behr
Russian meddling probably didn’t affect the referendum result – but the Kremlin’s motives for wanting to undermine the EU still matterRussian territorial aggression against Ukraine didn’t feature much in the Brexit referendum campaign. It made headlines briefly when Boris Johnson blamed Moscow’s 201
金融时报利空AI 评分1313 How not to revive Europe’s auto industry
The electric vehicle market shows how legacy EU companies continue to fail when it comes to countering Chinese competition
IT之家AI 评分4545 中微公司董事长尹志尧称 AI 可能出现泡沫，提醒留意风险
中微公司董事长兼总经理尹志尧表示，AI 话题虽十分火热，但仍有可能出现泡沫，提醒大家多加留意。他指出，1984—2026 年全球半导体行业 CAPEX 年度增减波动剧烈，未来行业仍可能经历周期变化。
IT之家AI 评分5858 尹志尧称半导体设备行业整合是必然趋势，呼吁国内企业加强协作
中微公司董事长兼总经理尹志尧在集成电路高峰论坛上表示，半导体设备行业整合是必然趋势，并提醒国内企业不能散兵游勇式发展。他称，国内半导体设备企业保守估计有 500 家至近 1000 家；美国经过整合后本土只剩几十家。尹志尧还提到，全球半导体设备市场 2025 年较 2024 年增长 17%，2026 年预计较 2025 年增长 17%；据 SEMI 最新预测，2027 年有望增长 22%。
Business StandardAI 评分3030 Tata Group's semiconductor push a long-term bet on India: Chandrasekaran
Tata Sons Chairman N Chandrasekaran says chip investments must be judged over the long term, while businesses need to build resilience amid geopolitical and technology disruptions
财富AI 评分3535 Centene CEO Sarah London says Medicaid patients are the last to benefit from health care innovation. She wants AI to change that
The head of the country’s largest Medicaid insurer wants to see AI impact medical access deserts, not just billing.
MarketWatchAI 评分2626 Hedge-fund legend Paul Tudor Jones says the stock market faces a really challenging 2027. Here’s why.
U.S. stocks could face a serious test in 2027 as a tsunami of new equity issuance threatens to upend the artificial-intelligence-driven bull market, according to hedge-fund billionaire Paul Tudor Jones.
彭博AI 评分2121 Global Leaders on the High Stakes of Navigating Change
Kumar Mangalam Birla, Chairman, Aditya Birla Group; Robert Goldstein, Chief Operating Officer, BlackRock; José Muñoz, President & CEO, Hyundai Motor Company; and T.H. Gina Raimondo, Former Secretary of Commerce, United States discuss how businesses can adapt to rapid technological, geopolitical and
财富AI 评分2020 Ecuador’s president tried to kill the dollar. Here’s what that means for Venezuela, Argentina and the Rest of Latin America
Longtime dollarization foe Rafael Correa spent a decade attempting to dismantle Ecuador’s dollarized system. It survived him and South America’s Pink Tide.
财富AI 评分5353 沃顿与GBK调查显示美国企业管理者使用AI增加、兴奋度下降
沃顿人机研究中心与GBK Collective调查显示，美国企业经理及以上人员中，每日使用AI的比例从去年的46%升至62%，自称兴奋的比例则下降8个百分点至51%。调查还发现，72%的受访管理者工作重心已从生成内容转向管理AI生成的内容；48%的部门由AI执行工作、再由人工批准，17%允许AI在抽样或监控护栏下自主运行。调查年度样本彼此独立，并非追踪同一批受访者。
彭博AI 评分3434 Seema Shah Sees Opportunity in Bank Stocks
Seema Shah of Principal Asset Management sees opportunity in bank stocks despite recent weakness. She says earnings, consumer health and the yield curve will be key, with a steeper curve potentially creating a more attractive entry point. She spoke on Bloomberg Brief. (Source: Bloomberg)
路透社AI 评分1111 US should become rights defender once more, Nobel peace laureate Pillay says - Reuters
US should become rights defender once more, Nobel peace laureate Pillay says Reuters
The AtlanticAI 评分4949 《大西洋月刊》封面文章分析杰夫·贝索斯与埃隆·马斯克的太空竞争及谁领先
《大西洋月刊》封面文章分析杰夫·贝索斯与埃隆·马斯克争夺太空控制权的竞争，并指出在登月竞赛中蓝色起源领先。文章称，SpaceX 在 2025 年发射了进入轨道质量的 83%，Starlink 拥有超过 11,000 颗卫星；蓝色起源已完成“蓝月”号热真空测试，其结构、推进系统和航空电子设备截至 8 月已全部组装。
财富AI 评分4444 钢铁船、铁路与数据中心：风投人士认真看待工业革命类比
Notable Capital 管理合伙人、早期投资人 Hans Tung 认为，AI时代的竞争优势取决于基础设施能否支撑技术落地与规模化应用，数据中心如同21世纪的铁路，算力不足时，更好的模型也难以满足需求。中国目前拥有约24吉瓦在运行的数据中心算力，美国保守估计至少为47吉瓦；Tung强调，关键不只在于提出好想法或建成模型，还在于建设足够基础设施来使用AI。
彭博利空重大AI 评分2222 Houthi Attacks Intensify Threat of Wider War in Middle East
Col. Wayne Sanders (Ret.) of Bloomberg Intelligence examines whether continued attacks in Saudi Arabia by Yemen’s Houthis could draw the United States into defending the kingdom. He speaks on Bloomberg Television. (Source: Bloomberg)
彭博利好AI 评分2828 Mubadala’s Al Muhairi Sees Increasing Growth Opportunity Across Asia
Waleed Al Muhairi, group deputy chief executive officer at Mubadala Investment Co., joins Bloomberg's Haslinda Amin on the sidelines of the Bloomberg New Economy Forum in New Delhi. He highlights the opportunity he sees across Asia, saying "Asia's growing and Asia has so many fundamental advantages
CNBC利空AI 评分3131 Paul Tudor Jones says 2027 could be a really challenging year for the stock market
The billionaire investor said that corporate buybacks, along with mergers and acquisitions, that have been a tailwind for the bull market is about to turn.
路透社AI 评分88 COMMENTARY: Morning Bid: Chips off the table - Reuters
COMMENTARY: Morning Bid: Chips off the table Reuters
Wired利空AI 评分88 Wikipedians Believed AI Would Come and Go. They Were Wrong
In a world of AI Overviews, Wikipedia usage declines. But the real loss may be far more existential than website traffic.
Business InsiderAI 评分5252 乌克兰维瓦尔第行动显示炮兵在无人机主导的战场仍发挥作用
乌克兰在利曼附近的维瓦尔第行动中，结合无人机、机器人系统与炮兵打击推进反攻；第三军团称，截至9月底已收复176平方公里。第三军团表示，炮兵与无人机协同打击，限制俄军调入预备队、装备和弹药；其称乌军 HIMARS 摧毁了20多门俄军火炮、两套 Buk 防空系统和两辆运输装载车辆。
财富AI 评分2121 The Turing Trap is turning into a Talent Trap: The wrong AI strategy could strand millions of skilled workers
There's a parallel to the mistake of treating AI as imitating humans rather than building systems that complement and extend human capabilities.
CNBCAI 评分3838 The stock market is at a critical juncture. Wall Street is convinced it will resolve in the bulls' favor
There's an extraordinary split between the headline S&P 500 pinned just under a record high and the median stock in the index struggling in a 16% drawdown.
路透社AI 评分1919 Scientists call for international body to oversee advanced AI - Reuters
Scientists call for international body to oversee advanced AI Reuters
路透社AI 评分2222 EXCLUSIVE: Behind AI industry's call for independent reviews, a fight over what gets made public - Reuters
EXCLUSIVE: Behind AI industry's call for independent reviews, a fight over what gets made public Reuters
钛媒体AI 评分5757 AI闯入好莱坞：Utopai如何改写百年影视规则
Utopai在MIPCOM登上开场演讲主舞台，并宣布将与CJ ENM Studios推进合作；文章将其定位为覆盖影视项目开发、融资、制作与全球发行的AI原生制片公司。Utopai计划于2027年推出《Cortés》《Half Moon》和《The Most Serious Fart》三部院线电影，分别采用不同的AI介入方式；安东尼奥·班德拉斯宣布出演《Cortés》。
钛媒体AI 评分6767 高磷血症药物迭代与礼邦医药AP301、AP306研发进展
文章梳理高磷血症药物从含钙磷结合剂、非含钙磷结合剂到磷吸收抑制剂的迭代，并介绍礼邦医药AP301和AP306的研发进展。AP301新药上市申请已于2026年8月获NMPA受理，AP306全球IIb期多区域临床试验于2026年7月完成首例受试者随机入组并给药，顶线数据预计2027年上半年公布。
MIT Technology ReviewAI 评分5151 开放模型的实际收益能否超过风险？
文章讨论开放模型的收益与风险，并比较其与闭源模型的差异。开放模型可下载并在本地运行，便于研究者观察内部机制、微调和组合模型；企业也可能因成本较低或处理敏感数据而选择开放模型。其安全风险包括本地运行缺少查询过滤和撤销访问机制，且研究显示安全模型可能被重新训练以接受原先拒绝的行为；文章同时指出，闭源模型也存在被滥用的情况。
WiredAI 评分1212 The Biggest Pro-AI Super PAC Network Has Poured Millions Into Nevada Shell Companies
Backed by Silicon Valley titans, Leading the Future has raised huge sums to promote pro-AI candidates on both side of the aisle.
MarketWatch利好AI 评分3434 Why the world’s number-one fund manager has just changed its mind on bonds for the first time in six years
After six years, BlackRock finds opportunities in government bonds.
彭博利空AI 评分2323 Why the AI Boom Is Papering Over Cracks in Global Economy
Headline numbers in the IMF’s latest forecasts aren’t too bad. But its report is full of gloom.