Wall Street Strategists See Value in Duration After Bond Rout
After weeks of selling that pushed Treasury yields to multi-year highs, Wall Street strategists are starting to see value in bonds again.
#研报/观点
外媒与科技媒体长文、研究号文章
彭博利好AI 评分3636 The VergeAI 评分1313 The Yandex outage probably didn’t blitz Russian bots
Multiple Ukrainian drone strikes over the last week have taken Russian data centers offline and reportedly caused online bot traffic to plummet - but in reality it's probably not the kind of bot activity most people associate with Russia. A chart citing Cloudflare data has been circulating around so
MarketWatch利好AI 评分3131 Buy these stocks as plays on Google’s big spending, analyst says
Google Cloud is growing fast, but several chip makers and networking providers could be better ways to capitalize on that trend, according to Melius Research.
MarketWatchAI 评分2929 These stocks could be the future winners — and losers — of a massive shift in IT spending
As more money flows toward AI software offerings, Salesforce could deepen its customer relationships while Adobe looks vulnerable, analysts say.
经济学人AI 评分2424 A Nobel prize for how to keep economies on an even keel
Two “New Keynesians”, Robert Hall and Michael Woodford, win the highest honour in economics
金融时报AI 评分1616 Two economists who transformed crisis management win Nobel Prize
Robert E Hall and Michael Woodford helped central banks respond to 2008 financial turmoil
Fast Company利好AI 评分4646 科技周期间，硅谷回应特朗普对 AI 监管的放任态度
特朗普政府对 AI 监管采取放任态度，硅谷科技周上的创始人和投资人称，这将有利于开发 AI 国防与安全系统的公司盈利。PitchBook 的 Kyle Stanford 表示，美国政府首次将 1 万亿美元用于国防支出，其中 135 亿美元将投向自主系统和 AI。
TechCrunchAI 评分3333 Microsoft president says UK is best placed to drive AI regulation
Microsoft President Brad Smith calls for urgent AI regulation, saying milk and washing machines have more oversight than AI companies.
Business InsiderAI 评分3535 Andrej Karpathy says this AI gap is widening
Renowned AI researcher Andrej Karpathy says the gap is widening among the small subset of the population that uses AI.
财富AI 评分5353 财富评论：OpenAI解雇三名安全研究人员，为何令AI公司自我监管面临质疑
财富评论认为，OpenAI解雇三名安全研究人员一事显示，依赖AI公司自我监管可能妨碍外部评估。文中称，OpenAI表示三人不当处理敏感信息，三人则否认违反工作授权；作者还列举公司披露AI代理事件的情况。文章主张国会强制要求AI独立评估和审计，并通过AI吹哨人保护法案和AI事件报告法案。
彭博AI 评分4949 摩根士丹利的 Michelle Weaver：AI 采用者有望在利润率上跑赢
摩根士丹利美国主题研究主管 Michelle Weaver 表示，AI 采用的益处开始体现于盈利，高重要性 AI 采用者预计到年底 EBIT 利润率将扩大 460 个基点。她预计这一优势将延续至明年。
彭博利空重大AI 评分4242 乌克兰、沙特袭击与油价飙升风险
Tina Fordham在彭博《Open Interest》节目中分析特朗普与俄罗斯达成的意外柴油交易、泽连斯基提出的能源停火要求，以及乌克兰和沙特遭遇的新袭击。节目还讨论了这些事件对油价、市场以及美国与俄罗斯关系的意义。
彭博AI 评分22 AI Supply Chain Strains May Be the Least of Our Worries
What if we can’t pause and catch our breath?
路透社AI 评分66 Explainer: What's in the diesel deal between Putin and Trump? - Reuters
Explainer: What's in the diesel deal between Putin and Trump? Reuters
Business StandardAI 评分3232 Nobel Economics Prize 2026: How Hall and Woodford changed policymaking
Robert E Hall and Michael Woodford's research helped explain how expectations shape spending, inflation and interest rates, transforming the way policymakers respond to economic shocks
卫报AI 评分3939 Nobel Prize for economics awarded to Hall and Woodford for work on ‘smoothing’ crises
US economists developed models that help central bankers and finance ministers to stabilise their economiesBusiness live – latest updatesTwo US economists have won the 2026 Nobel economics prize for their work developing models that help central bankers and finance ministers to stabilise their count
Business InsiderAI 评分1515 What Alexandr Wang says he learned from Mark Zuckerberg's 'really long' WhatsApp DMs
Alexandr Wang, the man behind Meta's Muse, says Mark Zuckerberg's detailed WhatsApp replies are a "very impressive skill of his."
财富利空AI 评分3535 ‘This is not what we expected’: Latino voters were key to Trump’s win in a swing Pennsylvania district. Now some say the economy is ‘worse’
In a key congressional district, frustration over gas and grocery prices is testing Republican efforts to retain Latino voters ahead of the midterms.
彭博利空AI 评分3232 10-Year Yield at 6% A Major Psychological Level for Investors: Singaravelu
Divya Singaravelu of Meridian 1305 Capital joins Vonnie Quinn to discuss the better-than-even odds that the 10-year yield hits 6% by late 2027, and a 1-in-10 chance it happens before New Year's. (Source: Bloomberg)
财富AI 评分3232 McKinsey: Automation could absorb half of U.S. work hours by 2035. The bigger challenge is skills
Roughly 11 million workers may need new occupations, and many lack the skills or credentials to get there.
路透社AI 评分44 Six reasons Democrats may fall short of a midterm landslide in November - Reuters
Six reasons Democrats may fall short of a midterm landslide in November Reuters
金融时报AI 评分1616 Europe is finally confronting China
At last, the French and the Germans are getting serious about standing up to Beijing’s mercantilism
Fast CompanyAI 评分1919 With AI productivity, your team is burning out
I’ve been working in the tech industry for over 20 years, and for about half that time I’ve been in a leadership role. I’ve always believed that to achieve good results, it’s essential to keep an eye on teams’ wellbeing because how people feel shows up in their work. People don’t always want to talk
AxiosAI 评分3434 Business faces a more interventionist Washington post-midterms
Both parties will be pressured to intervene more in markets after the midterms as economic frustration animates the new Congress, according to an FGS Global sketch of 2027 Washington scenarios, shared first with Axios.Why it matters: In a Trump-dominated Washington, Congress ceded much of its power
彭博AI 评分4141 Citi经济学家认为利率对实体经济仍具限制性
Citi Research美国经济学家Veronica Clark指出，人工智能以外的经济活动正在放缓。她认为，通胀小幅上升可能使美联储在10月和12月维持利率不变。
路透社AI 评分1919 Microsoft president says milk faces more regulation than AI - Reuters
Microsoft president says milk faces more regulation than AI Reuters
卫报AI 评分1818 One essential ingredient for AI safety? Democracy | Matthew Botvinick
The rise of AI makes the preservation of democracy even more urgent – especially as the technology threatens institutionsAI safety is having a moment. After years as a topic for techies and futurists, the potential risks from artificial intelligence systems – from cyberattacks to hyper-persuasion to
IT之家AI 评分1616 2026 年诺贝尔经济学奖揭晓，罗伯特 · 霍尔和迈克尔 · 伍德福德两名经济学家获奖
IT之家 10 月 12 日消息，瑞典皇家科学院今日宣布，将 2026 年诺贝尔经济学奖授予美国经济学家罗伯特 · 霍尔和迈克尔 · 伍德福德，以表彰他们在奠定宏观经济稳定政策的微观经济学基础研究领域的突出贡献。瑞典皇家科学院当天发布新闻公报说，两名获奖者构建了全新的宏观经济模型，大幅提升了实施有效稳定政策的能力。依托这些模型，适时出台财政与货币政策，能够平抑经济的波峰与波谷。公报说，霍尔和伍德福德通过重构宏观经济模型，为经济稳定政策提供了新的理论依据。与以往主要依赖通货膨胀、生产和消费等宏观经济变量之间的统计关系不同，他们从家庭和企业的微观经济行为出发，研究个体决策如何共同影响宏观经济运行。
The AtlanticAI 评分66 How Not to Fix Immigration
Kelly Lytle Hernández’s new book, Racist by Design, makes a strong but incomplete—and counterproductive—argument.
Fast CompanyAI 评分1818 How Inc. and Fast Company get inspiration from our archives
Hello and welcome to Modern CEO! I’m Stephanie Mehta, CEO and chief content officer of Mansueto Ventures. Each week this newsletter explores inclusive approaches to leadership drawn from conversations with executives and entrepreneurs, and from the pages of Inc. and Fast Company. If you received thi
The VergeAI 评分3131 How Apple can win the smart home
This week, Apple is hosting its first-ever dedicated smart home event. While the company hasn't shared details about what it will reveal at the "Welcome Home experience" in New York City on Tuesday, October 13th, it doesn't take an army of internet sleuths to deduce we'll get news about Apple Home -
MarketWatchAI 评分3434 Mired in their worst losing streak in years, small caps could be the best way for investors to play crucial CPI data
Stuart Kaiser, of Citigroup, recommends buying iShares Russell 2000 exchange-traded fund call options before the consumer-price index for September is released on Wednesday.
彭博AI 评分2727 Stumbling Equity Rally Hinges on Earnings for Year-End Boost
Strong corporate earnings will be pivotal to hopes for a year-end rally in global stocks, as flare-ups in fears over inflation, bond volatility and artificial intelligence spending weigh on sentiment.
金融时报利空AI 评分1717 The EU has more bark but lacks bite towards China
Germany’s apparent shift towards trade belligerence is unfocused and unproven
NPRAI 评分2121 Democratic senator talks Trump's Russian diesel deal
NPR's Steve Inskeep speaks to Democratic Senator Jeanne Shaheen of New Hampshire about President Trump's deal for Russian diesel and his claim of an "energy ceasefire" that did not materialize.
SolidotAI 评分5151 研究称 AI 编程智能体增加代码活动，但未带来更多软件产出
一项覆盖逾 700 家软件开发公司、逾 70 万员工的研究发现，引入 AI 编程智能体后代码总行数平均增加 30%，但没有直接转化为软件产出提升。研究涵盖 2021-2026 年 3 月间的 3 亿条工作事件及问题管理软件数据；引入智能体后，代码审查流程时间平均增加 49%，参与审查的员工人数增加 14%，绝大部分审查工作仍由人类完成。
MarketWatchAI 评分88 This five-star money manager shares three stock picks, including one betting on dying American malls
One highly rated fund manager shares some top picks, including two names many U.S. investors will be unfamiliar with.
彭博利好AI 评分2626 Equity Trading Desks May Spur a Vibe Shift on Bank Stocks
A strong quarter for Wall Street could help bank stocks break free of the AI scare trade.
彭博AI 评分3434 Russia Diesel Deal, Energy Ceasefire ‘Extremely Desperate,’ Sen Says
Amrita Sen, founder and director of market intelligence at Energy Aspects, discusses what she calls “extremely desperate measures” by US President Donald Trump to increase Moscow’s diesel sales into global markets and the announcement of an “energy ceasefire” between Russia and Ukraine. She speaks o
卫报AI 评分1313 Marco Rubio is promoting troubling ideas about ‘Western civilization’ | Ted Widmer
In a recent visit to Greece, the secretary of state suggested that Europe must rediscover the values of conquest and expansionThey had obviously worked hard on the backdrop – and it was magnificent. On 7 October, the US secretary of state, Marco Rubio, delivered a major speech in Athens, outdoors, w