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.
#研报/观点
外媒与科技媒体长文、研究号文章
MarketWatch利好AI 评分3434 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.
彭博AI 评分1818 Mubadala, Kotak, HSBC on Repricing Risk
Waleed Al Mokarrab Al Muhairi, Deputy Group CEO, Mubadala Investment Company; Uday Kotak, Founder & Director, Kotak Mahindra Bank; and Surendra Rosha, Co-CEO, Asia & Middle East, HSBC discuss how shifting economic and geopolitical conditions are reshaping investment risk with Bloomberg's Stephanie F
彭博AI 评分3636 Brookfield’s Teskey Sees No Slowdown in AI Infrastructure Build
Demand for compute and energy infrastructure will continue to outstrip supply through the end of the decade and beyond, creating opportunities for investors to finance the AI buildout, according to Brookfield Asset Management CEO Connor Teskey.
彭博AI 评分1616 Inside the Global Race for Technological Supremacy
Jennifer Welch, Chief Geoeconomics Analyst, Bloomberg Economics examines the global race for technological supremacy at the 2026 Bloomberg New Economy Forum in New Delhi. (Source: Bloomberg)
彭博AI 评分2121 AI Exposure Surges Along With Investor Expectations
Close observers are warning that investors have unrealistic expectations for the AI trade.
彭博AI 评分77 Kalshi's Top Inflation Trader Beats Wall Street Banks From His Garage
A former theater director has found an unlikely – and highly profitable – niche on Kalshi
AxiosAI 评分5050 Axios梳理美国企业利润与标普500三季度盈利预期
Axios梳理美国企业利润和标普500三季度盈利预期：FactSet数据显示，标普500成分股第三季度每股收益预计同比增长约29%。高盛分析师称，AI基础设施股票预计贡献该指数第三季度每股收益增长的一半以上，Micron Technology和英伟达预计贡献超过三分之一。美国经济分析局数据显示，美国企业第二季度税后利润同比增长18.2%；劳动收入份额则降至历史低位区间。
财富AI 评分5454 Alphabet的Ruth Porat谈AI竞赛投入与潜在风险
Alphabet总裁兼首席投资官Ruth Porat表示，公司今年将投入约2000亿美元建设能力，2027年投入还会更多。她同时谈及技能型岗位、能源容量和AI信任，并指出若不共同应对AI的下行风险，就无法把握其上行机会。
彭博AI 评分1616 India, Africa Leaders on Emerging Market Investment
Alain Ebobissé, CEO, Africa50 and Smt. Nirmala Sitharaman, Union Minister of Finance & Corporate Affairs, Republic of India discuss the policies and partnerships shaping investment in emerging economies with Bloomberg's Haslinda Amin at the 2026 Bloomberg New Economy Forum in New Delhi. (Source: Blo
金融时报AI 评分2424 How US coal mined ties to Trump — and got much of its ‘wish list’
A CEO golfs with Trump’s son as an industry once shut out of Washington turns access into policy
卫报AI 评分2626 AI godfather Geoffrey Hinton: ‘We’re creating alien beings. I’m willing to be selfish and choose humans’
Pioneering computer scientist on why Trump is using ‘superintelligence’ wrong, whether AI could wipe out humanity – and how our biggest challenge will be accepting we’re not the only intelligent beingsDonald Trump is a “corrupt, senile felon” whose fixation on the term superintelligence proves he kn
钛媒体AI 评分5858 医疗上市公司认购AI、半导体基金，探索跨赛道投资
动脉网梳理发现，鱼跃医疗、明德生物、英科医疗、亿帆医药、特宝生物等医疗上市公司近期认购投资方向涉及AI、半导体的基金。鱼跃香港出资9490万港元认购CFTC基金，鱼跃医疗另拟以不超过5亿元认购中芯聚源管理的基金；特宝生物以自有资金1亿元参与认购砺思星深份额，亿帆医药出资1亿元成为高榕资本LP。
Foreign AffairsAI 评分88 The Real Lesson of the Iran War
When airpower wins, and when it doesn’t.
Foreign AffairsAI 评分1010 The Global AI Bust
What will survive when the boom ends.
MarketWatch利空重大AI 评分1414 The Korean stock market’s in freefall, and these are the reasons why
The Korean market rises on falls on expectations for profitability of the semiconductor industry and how long it can be sustained. Sentiment is cyclical and right now, the skepticism is rising
彭博利空AI 评分4343 BofA调查显示投资者对科技股的敞口达到2020年以来最高水平
美国银行（Bank of America Corp.）的一项调查显示，追逐人工智能推动的股票涨势的全球投资者，对科技股的敞口达到新冠疫情后反弹以来最高水平；那轮反弹发生在六年前。
CNBCAI 评分1717 Anthropic warns AI models could soon copy themselves across home devices
Anthropic's latest research adds to the growing safety concerns around AI from the ability for models to carry out cyberattacks to the technology going rogue.
财富AI 评分77 Despite his $200 million success, Matthew McConaughey spent a weekend in the desert reading 20 years of bad reviews—he says some of them had ‘a point’
Matthew McConaughey has an Oscar, an estimated $200 million net worth and a 'thick book' of 20 years’ worth of bad reviews: 'Some are really good critics'
彭博AI 评分99 Global Uncertainty Tests India’s Growth Story
Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)
CNBC利空AI 评分1313 CNBC Daily Open: 'Boring' trumps disorder and volatility
Some warning lights are flashing on the global economy dashboard.
IT之家AI 评分1717 导演徐克谈 AI：幻觉与真实交织，边界日益模糊
IT之家 10 月 13 日消息，媒体 variety 昨日（10 月 12 日）发布博文，报道称在法国卢米埃尔电影节上，导演徐克表示，AI 正日益模糊现实与幻觉的边界。10 月 12 日在法国里昂卢米埃尔电影节期间，徐克出席大师班活动，谈及 AI 对现实感知的影响。他表示，AI 进入文化领域后，人们判断所见内容真实性的难度持续上升。徐克称广告、互联网与 AI 正共同模糊现实与幻觉的界限。信息来源增多、传播速度加快，让公众接收的内容更易被塑造，也更难追溯其真实来源。他进一步表示，AI 带来的不确定性令人担忧。在图像、视频与文本均可被技术生成或修改的环境下，观众面对同一内容时，难以确认其是否反映
IT之家AI 评分5454 马斯克谈中国制造扩产能力，并讨论长鑫存储与内存技术
马斯克在 X 平台表示，中国掌握某种产品的制造方法后，扩产能力往往能超过世界其他地区之和，并以锂电池和太阳能产业为例。IT之家转述的分析称，长鑫存储全球 DRAM 市场营收份额约为 9.5%，高于上一季度的 7.6%，已成为全球第四大 DRAM 制造商；分析同时指出，长鑫 4F² DRAM 技术仍需证明良率、定价、可靠性和产量竞争力，且主要针对传统 DDR5 服务器内存而非 HBM。
彭博利好AI 评分1313 Nandan Nilekani: India Will Lead in Scaling AI
Nandan Nilekani, Chairman & Co-Founder, Infosys speaks with Bloomberg's John Fraher at the 2026 Bloomberg New Economy Forum in New Delhi. (Source: Bloomberg)
彭博AI 评分1414 Human Intelligence in a Hostile World
Tom Orlik, Chief Economist, Bloomberg Economics examines the role of human intelligence in navigating an increasingly hostile world at the 2026 Bloomberg New Economy Forum in New Delhi. (Source: Bloomberg)
路透社利空AI 评分3535 AI models may soon self-replicate without access to data centers, Anthropic warns - Reuters
AI models may soon self-replicate without access to data centers, Anthropic warns Reuters
路透社AI 评分1111 Morning Bid: The fragile AI trade - Reuters
Morning Bid: The fragile AI trade Reuters
Fast CompanyAI 评分2525 Will the chief AI officer role survive?
Chief AI officer may be one of the most important executive hires companies make in this decade. It may also be one of the shortest-lived. Just a few years ago, most boards probably would’ve questioned whether they needed a dedicated leader for artificial intelligence. But when ChatGPT started to do
Business Insider利空AI 评分2929 AI worms and 'digital slime mold': Welcome to the next AI nightmare fuel
Small AI models might soon be capable of worming their way into smart ovens and refrigerators, Anthropic said.
彭博AI 评分1717 Global Leaders on the End of Predictability
Natarajan Chandrasekaran, Chairman, Tata Sons; Jonathan Gray, President & Chief Operating Officer, Blackstone; and The Rt. Hon. Rishi Sunak, Former Prime Minister & Member of Parliament, United Kingdom discuss leadership strategies amid global economic uncertainty, fragmentation and disruption with
彭博利空AI 评分2424 Sunak Says Trump Is a ‘Symptom’ of Breakdown in Global Order
The US-led global order “is over” and the world has entered a period of heightened geopolitical uncertainty, former UK Prime Minister Rishi Sunak said Tuesday.
金融时报AI 评分1414 How Michael Woodford made modern macro relevant to central bankers
Nobel expectations
钛媒体AI 评分5353 企业级AI为何仍难进入深度应用丨ToB产业观察
企业AI进入生产部署阶段的比例从2025年的56.0%升至64.4%，但进入深度使用阶段的比例仅从7.4%升至10.2%。德勤报告显示，48.5%的受访企业称AI项目实际回报低于预期，44.4%无法明确核算实际ROI；文章以联想研发和客服案例说明流程重构、岗位调整与治理建设等落地环节。
彭博AI 评分3636 Sunak, Gray, Chandrasekaran on Geopolitics, AI
Speaking in New Delhi at Bloomberg's New Economy Forum, former UK Prime Minister Rishi Sunak, Blackstone President and COO Jonathan Gray, and Tata Sons Chairman Natarajan Chandrasekaran discuss how AI adoption will fundamentally reshape both financial movements and geopolitical realities. (Corrects
彭博AI 评分2121 Blackstone's Gray on 'Tough Choices' Ahead
Blackstone President and COO Jonathan Gray says fiscal challenges in Western economies will mean governments will have to make "tough choices". (Source: Bloomberg)
彭博利空AI 评分5050 Firmus IPO遇冷引发数据中心融资疑问
澳大利亚数据中心运营商Firmus在备受期待的悉尼IPO告吹后，正考虑寻求私人融资并可能赴美上市。此次受挫引发市场对投资者对AI基础设施资产的兴趣及其估值的疑问；Tamim Asset Management澳大利亚股票主管Ron Shamgar称，Firmus过于贪心。
金融时报AI 评分66 Unreliable Boyfriend — Chrystia Freeland’s roadmap for dealing with a chaotic superpower
Canada’s former deputy prime minister’s memoir chronicles her political ups and downs while offering a strategy to survive the US president’s bullying
钛媒体AI 评分3939 特斯拉和SpaceX未来合并的可能性有多大？
最大障碍来自国家安全。
钛媒体AI 评分5656 四年减少25亿美元、营收下降47%，移动MMORPG为何衰落？
2021年至2025年，移动MMORPG手游IAP收入从53亿美元降至28亿美元，减少25亿美元、下降47%；同期下载量从3.45亿次降至2.06亿次，下降40%。
钛媒体AI 评分4747 AI进展观察｜研发 AI Agent 四象限：个人与企业、国内与国际
研发 AI Agent 市场已分化为个人与企业、国内与国际四个象限，玩家结构、商业模式和竞争要素各不相同。文章梳理各象限格局：海外个人市场由头部产品主导，国内个人市场以大厂免费或低价工具为主；企业市场的竞争重点转向信任、合规、私有化部署与治理能力。