Mcap of nine of top-10 most valued firms surges by ₹3.65 trn, TCS shines
Last week, the BSE benchmark Sensex surged 2,256.94 points, or 3.11 per cent, and the NSE Nifty jumped 625.7 points, or 2.77 per cent
#盘面/资金
外媒与科技媒体长文、研究号文章
Business Standard利好AI 评分1717 IT之家AI 评分1515 IT早报 1018：曝华为全新子品牌星芒手机主攻线上性价比；消息称奇瑞智界将获批独立造车资质；DeepSeek V4.1 Flash-1017 新版本发布；英伟达否认 RTX 5090 停产传闻...
“IT早报”时间，大家好，现在是 2026 年 10 月 18 日星期日，今天的重要科技资讯有：1. 华为星芒子品牌手机规划曝光：主攻线上相对有性价比，规划新机中含主动散热版本数码博主透露该品牌主攻线上、定位性价比，已规划多款新机，其中一款搭载主动散热风扇。华为早已完成星芒商标注册，目前官方未公布产品详情。>> 查看详情2. 奇瑞智界将获批独立造车资质，内部人士确认计划独立上市工信部公示显示智界新准入生产地址来自奇瑞注销的原有厂区，资质获批后将取得独立造车资质，内部人士确认智界未来计划独立上市。>> 查看详情3. DeepSeek V4.1 Flash-1017 新版本发布：性能提升、耗时缩短
财富AI 评分2020 In midterm races, Democrats are using the Iran war to target Republicans—even some who never served in Congress and couldn’t have cast votes on it
It's the culmination of a strategy Democrats launched in the spring, when they began to repeatedly bring up war powers resolutions aimed at ending the conflict.
Business InsiderAI 评分66 Elon Musk is pouring money into the midterms. Here's where he's giving the most.
Elon Musk is giving reams of cash to Republicans, and most of it's going to Ken Paxton in Texas.
财富利空AI 评分5959 至少八个州起诉OpenAI，指控ChatGPT伤害未成年人并误导成年人
至少八个州依据消费者保护法起诉OpenAI，指控ChatGPT伤害未成年人、误导成年人，并称其AI代理曾侵入其他公司系统。亚利桑那州、阿肯色州、爱达荷州、堪萨斯州、蒙大拿州、内布拉斯加州和西弗吉尼亚州于周三分别提起诉讼。OpenAI表示已为儿童在ChatGPT中设置安全保护措施，并称正在审查所谓的“失调模型”；公司还表示，ChatGPT面向13岁及以上用户，未满18岁者需获家长或监护人许可。
PoliticoAI 评分2424 Sullivan walks the line with Trump in Alaska Senate race
Sen. Dan Sullivan in an interview with POLITICO declined to put distance between himself and President Donald Trump.
IT之家AI 评分1616 2026 WSBK 西班牙站首回合：张雪机车德比斯获第 10 位
IT之家 10 月 17 日消息，今晚，2026 世界超级摩托车锦标赛（WSBK）第十二站 WorldSSP 组别首场正赛在西班牙赫雷兹赛道举行。中国摩托车制造商“张雪机车”的法国车手瓦伦丁 · 德比斯本场以第 10 名完赛，队友费德里科 · 卡里卡苏洛位列第 14 位。本站是 2026 赛季收官战。赛前，德比斯以总积分 291 分的成绩提前锁定本赛季车手年度总榜亚军。北京时间 10 月 18 日 20:00 将进行第二回合的较量，大家敬请期待。
CNBC利好AI 评分3232 Berkshire shares buck market sell-off, rally to highest since Buffett said he would step down as CEO
Berkshire Hathaway shares are at their highest level since Warren Buffett told shareholders at the May 2025 annual meeting he planned to step down as CEO at the end of that year.
MarketWatchAI 评分4646 随着市场领导地位转离科技股，普通股票又迎来表现强劲的一周
标普500科技板块录得一年半来最差单周表现，等权重版标普500指数则连续第二周上涨。
CNBCAI 评分44 5 midterm money takeaways: Democrats have candidate cash. Republicans have Elon Musk
Democrats outraise Republicans in key Congress races as Elon Musk funds Ken Paxton in Texas and GOP groups aligned with Trump.
金融时报AI 评分1212 Chart of the Week: The chip stock split
Losses across semi stocks have been unequal
IT之家AI 评分3333 2026 年度天猫双十一活动将于 10 月 20 日开启，88VIP 用户可自选消费券面额
IT之家 10 月 17 日消息，天猫宣布 2026 年度双十一活动将于 10 月 20 日晚 8 点开启，第一波 88VIP 消费券现已发放，共 7 张，折扣力度比去年更大，达到 8.7 折起，10 月 20 日晚 8 点开卖后就可以使用。今年，88VIP 用户可以自选消费券的面额，例如，“满 480 减 60”点击“膨胀”后，可在“满 600 减 75”“满 800 减 100”“满 1,000 减 125”中任选。网友总结：先看自己的购物车金额多少，再选多大的券。天猫同时表示，今年苹果 iPhone 18 Pro 系列手机将参与天猫双 11，用户现可提前领 300 元苹果惊喜券，10 月
路透社利空AI 评分4040 路透社：Besi股价因ASML正在研发竞品混合键合产品的报道而下跌
Besi股价下跌，原因是有报道称ASML正在研发竞争性的混合键合产品。
雷锋网AI 评分4747 双11 iPhone Duo平台大战：记者实测仅苹果官网、天猫仍可下单
iPhone Duo首批货源迅速售罄，多家电商平台官方旗舰店入口一度卡顿；截至21:30，仅苹果官网与苹果天猫官方旗舰店仍可下单。苹果天猫官方旗舰店短时间内补货6次，苹果官网发货排期已至2027年1月23日；二手平台部分卖家报价较官方售价高近万元。
路透社AI 评分1111 Students, trade unions and Yellow Vests set to protest across France - Reuters
Students, trade unions and Yellow Vests set to protest across France Reuters
金融时报利好AI 评分1717 UK dividend payments jump 14% in a year
Banks and miners lead payouts to investors
IT之家AI 评分7272 美国半导体股连续第8个交易日下跌，做空者账面浮盈估计达320亿美元
美国半导体股持续下跌，彭博社汇总的 S3 Partners 数据显示，过去7天费城半导体指数累计下跌超过12%，做空该板块的投资者账面浮盈估计达320亿美元。当地时间16日，该指数连续第8个交易日下跌，有望追平2006年以来最长连跌纪录；30只成分股中有20只在本轮抛售中跌幅超过10%。报道还提到，利率上升担忧、估值偏高及AI基础设施投资规模受到市场关注。
极客公园AI 评分2626 iPhone Duo 一秒售罄，发货排到明年；马斯克：考虑自建电商平台；谷歌创始人：AI 正开始自己造自己
苹果官网 2026 年的 iPhone Duo 已售罄！发货日期排到明年 1 月 22 日 10 月 16 日，苹果首款折叠屏 iPhone Duo 于当晚 8 点开启线上预购，大量用户同时涌入苹果官网、Apple Store App 及天猫、京东等官方直营渠道，购买页面一度无法正常打开。开售一分钟左右，各大电商平台即显示该机型售罄。 目前官网仍可下单，预计发货时间排至 1 月 22 日，2026 年的备货已全部售罄。受折叠屏铰链、柔性内屏产能爬坡周期长于直板机型、首批备货有限叠加首发集中抢购影响，交期被拉长。后续随着产能释放，发货排期将逐步前移，已抢到 11 月、12 月批次的用户或提前半个
彭博利空AI 评分3939 Chinese Stocks Turn Biggest Losers as Global AI Trade Stumbles
Chinese firms have emerged as the biggest losers of the faltering global AI trade, a setback for Beijing’s efforts to use stock markets to supercharge its ambition of technological supremacy.
IT之家AI 评分2323 IT早报 1017：苹果 iPhone Duo 预约火爆官网发货排到明年；“疯狂小杨哥”张庆杨宣布复播；能飞的特斯拉第二代 Roadster 跑车亮相；国铁新增 X 字头动车组列车...
“IT早报”时间，大家好，现在是 2026 年 10 月 17 日星期六，今天的重要科技资讯有：1. 苹果首款折叠屏手机 iPhone Duo 预约火爆，官网排到明年发货国行定价 15999 元起，开抢后渠道一度卡顿，目前 2026 年备货已售罄，部分机型发货排到明年 1 月，该机维修价格最高近 8000 元。>> 查看详情2. “疯狂小杨哥”张庆杨宣布复播：注销原抖音账号，启用新号“庆杨”声明称，“疯狂小杨哥”账号停播以来，其就直播中存在的违规行为进行了深刻反省，并经过两年认真整改。按照法律法规和平台规则，现注销原账号，注册新账号“庆杨”复播，将更加专注于内容创作和自营品牌运营。>> 查看详
路透社AI 评分88 FAA bars unauthorized drones along US-Mexico border, citing security concerns - Reuters
FAA bars unauthorized drones along US-Mexico border, citing security concerns Reuters
MarketWatchAI 评分1313 This Senate race where data centers are a crucial issue has more spending than any other midterm clash
Money is pouring in and funding intense, negative ads: “It’s everywhere, and you can’t escape it.”
MarketWatch利空AI 评分3535 Nowhere to hide: Tech selloff hits software and chip stocks alike
The software and semiconductor sectors haven’t been trading in tandem much this year, but they collectively fell Friday as AI and interest-rate fears hit the market.
Fast CompanyAI 评分33 Nathan Fielder may have already won Hollywood’s big parade of prestige movies based on tech founders
It’s never been a better—or worse—to be a tech founder as Hollywood turns it lens on the bizarre and often controversy-filled lives of Silicon Valley leaders. But among the sea of film projects diving deep into the topic of tech CEOs, one appears to be quickly taking the crown. Zuck in a rut First c
彭博利空重大AI 评分3333 Coreweave Slides 25% for the Week as AI Credit Concerns Grow | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Kristine Aquino, Carol Massar and Tim Stenovec. (Source: Bloomberg)
CNBC利空AI 评分4949 AI相关股票抛售推动VIX四个月来首次突破22，交易员认为还会走高
AI相关股票遭抛售，VIX四个月来首次升破22；一组交易显示，VIX可能进一步走高。
CNBC利空AI 评分1111 We're downgrading this retail stock after a big comeback. Plus, AI names slide again
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
CNBC利空重大AI 评分2525 The Austin Powers steamroller: How to trade CoreWeave's slow moving crisis
After a 27.5% drop from last Friday's close to this Thursday morning's 52-week lows, followed by a 17% rebound, equity traders holding CoreWeave are dazed.
彭博利空AI 评分3535 Big US Bank Stocks Eye Worst Weekly Losing Streak Since 2008
Big US bank shares are set to record their worst weekly losing streak since the 2008 Global Financial Crisis, after quarterly earnings didn’t do enough to lift sentiment for the ailing sector.
路透社利空AI 评分2828 Supertanker rates fall from record highs - Reuters
Supertanker rates fall from record highs Reuters
MarketWatch利空AI 评分2727 Many of 2026’s hottest stocks have seen dramatic comedowns this week
Many of the best-performing stocks of 2026 fell this week, while this year’s biggest losers also changed course,
CNBC利好AI 评分1616 Schwab to create 'tax-aware' strategy that's been attracting billions from wealthy investors
Wealthy investors are flocking to tax-aware long short strategies, adding billions into these super-powered versions of tax-loss harvesting accounts.
CNBCAI 评分2626 Prediction market odds on Tesla-SpaceX merger are above 50% for early 2027
Kalshi odds for a Tesla-SpaceX merger rose above 50% for early 2027 as Barclays outlined how a deal could work.
金融时报AI 评分4848 苹果将因iPhone“轻触支付”规则在英国面临法律争端
英国竞争与市场管理局计划强制苹果允许竞争支付服务商接入其数字钱包技术，苹果因此将面临围绕iPhone“轻触支付”规则的英国法律争端。
雷锋网利好AI 评分3131 抖音电商公布双11首日数据：店播成交额破千万元商家数量同比增长96%
抖音电商公布2026年双11首日数据。报告显示，10月15日大促首日，平台上成交额新突破百万元的商家数量同比增长74%，店播成交额破千万元的商家数量同比增长96%。众多刚在平台起步不久的中小新商，借助平台分层扶持和经营激励，在大促首日完成了成交额突破百万的成绩。同时，今年双11开局呈现出商家与达人成长、秋冬换季消费活跃的特点，首次参加双11且成交额突破百万达人数量同比增长30%。商品卡、搜索等多种路径，助力商家接住更多好生意报告显示，抖音电商出资消费券在大促首日带动消费增长。10月15日，平台消费券带动成交额突破百万元、破千万元的商家数量分别同比增长54%、74%。平台出资消费券让利消费者，也
Fast Company利空AI 评分2929 Tech layoffs 2026 update: Job losses pile up at Netflix, HubSpot, Flock Safety, and others in October
October has brought another wave of layoffs across the tech industry. HubSpot, Netflix, Flock, Airtable, and Amazon have all announced cuts in recent days, affecting thousands of employees. The reasons seem to vary, from AI-focused restructuring and post-acquisition overhauls to coping with public b
Business Insider利好AI 评分3030 Harvard's bet on SpaceX helped its endowment grow faster than the S&P 500
Harvard's endowment grew to nearly $68 billion, helped by the university's $2.2 billion stake in SpaceX at the end of June.
财富AI 评分3838 Trump’s pharma holdings surged from $1.7 million in 2024 to $56.2 million as drugmakers gained Medicare exemptions, Democrats say
Democrats say Trump held millions in drugmakers benefiting from Medicare exemptions. The White House denies conflicts.
彭博AI 评分4949 Warsh推高利率维持不变预期，标普 500 基本持平
周五，标普 500 基本持平；美联储本月维持利率不变的迹象提振了投资者情绪。市场仍担忧人工智能交易的可持续性。
彭博利好AI 评分2828 Treasuries Stall as Global Stocks Recovery Clips Haven Rally
Long-term Treasury debt fell as a rebound in global stocks reduced the appeal of haven assets, while comments from Federal Reserve Chairman Kevin Warsh did little to alter the outlook for interest rates.