China’s National Team Signals Return With Heavy ETF Inflows
China’s state-backed funds appear to be stepping back into the stock market, a sign that Beijing is seeking to put a floor under falling shares.
#资本市场Beta
外媒与科技媒体长文、研究号文章
彭博利好AI 评分3535 金融时报AI 评分2525 MSCI warns it may cut Indonesia from main indices
Warning from global index provider fuels concerns about investability in south-east Asia’s biggest economy
IT之家AI 评分2828 美科技股上演“惊天大逆转”：三大指数携手收涨，纳指收盘前一跃翻红
IT之家 10 月 16 日消息，当地时间 10 月 15 日，美股上演逆转行情。科技股开盘再度遭遇抛售重压，纳指一度跌逾 1.4%，随后在日内反攻中收复全部失地，最终三大指数携手收涨。▲ 纳斯达克IT之家查询获悉，截至当地时间 10 月 15 日收盘：标普 500 指数涨 0.33%，报 7744.06 点；纳斯达克综合指数涨 0.08%，报 26713.03 点；道琼斯工业平均指数涨 1.08%，报 52177.69 点。据财联社报道，随着科技股展开反攻，纳斯达克交易所盘中宣布发生网络故障，部分行情数据传输出现间歇性中断。尽管故障本身不影响交易，但从盘面来看，这个小插曲发生后，指数的反弹暂
路透社利空重大AI 评分2323 MSCI plans dumping Indonesia from global indexes - Reuters
MSCI plans dumping Indonesia from global indexes Reuters
金融时报AI 评分2525 MSCI warns it may cut Indonesia from main indices
Warning from global index provider fuels concerns about investability in south-east Asia’s biggest economy
钛媒体AI 评分2626 【钛晨报】潘功胜：全球失衡不能依靠汇率调节；DeepSeek发布补偿通知：将按账号7日内的消耗金额以赠金形式全额返还；工信部等三部门联合调查有关车辆刹车踏板支架断裂问题
Tim之父、圆通总裁潘水苗出任影视飓风董事长，持股25.65%为第二大股东；腾讯上线“绿泡泡短剧”对标红果，采用IAA模式；台积电第三季度净利润7631亿元台币；OpenAI据报洽购Trail of Bits，拓展网络安全版图；苹果AI国内采用双合作伙伴：阿里提供模型能力，百度负责Siri和视觉智能；马斯克旗下Terafab项目或在明年年中迎来首台EUV光刻设备；四部门公布婴幼儿纸尿裤甲酰胺问题调查结果；交通运输部：重点推动内河电池、甲醇动力等新能源船舶发展；央行500亿元人民币3个月国库现金定期存款定于10月20日招投标；《大公报》严正声明
PoliticoAI 评分3535 Trump lashes out at Republicans as Ken Paxton struggles in Texas
The president singled out Karl Rove and incumbent Sen. John Cornyn as his endorsed candidate appears to be in a tight race with James Talarico.
彭博利空AI 评分4747 MSCI就印尼股票指数从新兴市场重新分类为独立市场征求意见
MSCI启动咨询，拟将印尼股票指数从新兴市场重新分类为独立市场。此举载于MSCI周四发布的声明。
彭博AI 评分1717 The Investment Lessons Learned from 1873
Long before the Great Depression or the 2008 financial crisis, the world endured its first truly global financial crash. In his new book, 1873: The Rothschilds, the First Great Depression, and the Making of the Modern World, Pulitzer Prize–winning author Liaquat Ahamed traces how a booming global bo
路透社利空AI 评分2424 EXCLUSIVE: Investors temper Anthropic IPO valuation expectations over revenue growth slowdown, sources say - Reuters
EXCLUSIVE: Investors temper Anthropic IPO valuation expectations over revenue growth slowdown, sources say Reuters
彭博AI 评分2525 Bond Traders Eclipsed by Equities in a Rare Reversal
Bloomberg's Sridhar Natarajan joins Scarlet Fu on "Bloomberg Real Yield." As Wall Street’s fixed-income desks struggled in the third quarter, their rivals in equities seized a rare opening to outshine their market brethren. (Source: Bloomberg)
CNBC利空AI 评分2525 Equal-weight failed. Now tech stocks look shaky again. So what should you do about S&P 500 risk?
In 2025 and into 2026 investors were told to avoid S&P 500 tech stock risk by moving to equal-weight. That failed. Now the AI trade is reeling. So what's next?
金融时报AI 评分2222 Healey signals bank tax raid in UK Budget
Chancellor points to looming ‘decisions’ as financial services sector braces for higher levies
路透社AI 评分3838 Nasdaq reports network disruption, US equities data feeds impacted - Reuters
Nasdaq reports network disruption, US equities data feeds impacted Reuters
CNBCAI 评分1717 We're trimming a rallying defensive stock and buying other on a muted earnings move
A major rotation is happening in the market on Thursday, and we're capitalizing on it.
Axios利空AI 评分2727 America's wits' end election approaches
Data: AP-NORC; Chart: Avery Lotz/AxiosA quartet of polls out this week carry a stark message: Americans feel disgruntled, dizzy and down on the man in the White House.Why it matters: The vibes going into the midterms are bleak, with a large majority of voters wanting significant change. But the ques
MarketWatchAI 评分1818 There’s a ‘monstrous bull market’ developing under the surface of the S&P 500. This hedge-fund manager tells you where it’s at.
The index may not move much because the stocks with the biggest weightings lag, but there’s a bull market starting to bubble elsewhere, says a hedge-fund manager.
CNBCAI 评分1414 Jim Cramer's top 10 things to watch in the stock market Thursday
This is a fulcrum day for the market.
CNBC利空AI 评分4040 科技股大跌之际，投资者转向美债避险，收益率下滑
科技股大跌之际，投资者转向美债避险，美债收益率随之下滑。
卫报利空AI 评分1919 Bad news for Trump ahead of the midterms: it’s still the economy, stupid
Voters’ opposition to the state of Trump’s economy is well established – despite his desperate attempts to deflectOur reporters answer your questions about the US economy and the midterm electionsIt’s indisputable that the political polarization of our time has reduced (and confused) the influence o
MarketWatch利空AI 评分1515 This 30-year market veteran is alarmed by a record-chasing S&P 500. Here’s where he’s investing instead.
Steven Jon Kaplan sees a completely irrational stock market right now, and investors ignoring a perfectly safe way to play that.
彭博利空AI 评分4747 BlackRock的Wei Li看好短期美债并下调股票评级
BlackRock全球首席投资策略师Wei Li解释该公司看好短期美债、同时下调股票评级的调整。她在“Bloomberg Surveillance”节目中谈及这一策略。
金融时报AI 评分1111 Republicans fund midterms ad blitz as Democrats gain in polls
The president’s party is shifting spending on advertising to previously safe seats as election day approaches
Business StandardAI 评分4545 印度最高法院维持撤销 Yes Bank 8,415 crore 卢比 AT-1 债券减记的裁决
印度最高法院维持撤销 Yes Bank 将价值 8,415 crore 卢比的 AT-1 债券减记至零的裁决。Yes Bank 于 2020 年 3 月在救助与重组过程中进行减记，债券持有人投资因此归零。
路透社AI 评分3737 Nasdaq futures dive 1% as AI rout deepens on debt concerns - Reuters
Nasdaq futures dive 1% as AI rout deepens on debt concerns Reuters
Business Standard利好重大AI 评分2929 Bulls strike! Sensex zooms 1,100 pts intraday, Nifty at 22,950; key reasons
VK Vijayakumar said that the strength in the IT stocks follows the results of HCL Tech and the optimism surrounding that will hold the IT index strong.
Business StandardAI 评分1717 Q2 results today: Wipro, Nestle India, 47 others to announce earnings
Q2FY27 results today: Jio Financial, Wipro, Nestle India, HDFC AMC, HDFC Life, and Indian Bank, and 43 other firms will announce their earnings for the second quarter of financial year 2026-27 today
路透社AI 评分00 Trading Day: Tech melt - Reuters
Trading Day: Tech melt Reuters
钛媒体AI 评分5151 钛媒体梳理A股45个一级行业PB历史分位变化：能源资源上移，部分消费制造回落
钛媒体基于济安金信45个一级行业2021年9月至2026年8月共60个月的PB数据，梳理A股行业估值的五年历史分位，煤炭、电子元件、仪器仪表和通信设备等处于较高位置，建筑、食品饮料、美容护理和交通运输等接近各自区间下沿。
钛媒体AI 评分2828 公募基金市场近期关注
货币政策方面，9月，资金面呈"月初平稳、月中收敛、节前修复"走势，DR001、DR007一度上行至1.43%、1.44%；央行重启14天逆回购（9月18日投1000亿元）、MLF净投2000亿元并提隔夜上限至1万亿呵护跨季，月末DR007降至1.3862%平稳跨季；Q3例会改提"加大逆周期调节"。
钛媒体AI 评分2424 现在是买入中国资产的时机吗？从技术分析角度看入场的理由
全球市场普遍走高，唯独中国股市例外。一项技术分析显示，或许是时候趁机捡些便宜货了。
钛媒体AI 评分2222 价值判断：涨停板的投资机会和风险提示（10月13日）｜上市公司观察
在指数分化、资金避高就低、题材热点快速轮动的环境下，本期入选标的一头是首次涨停的深度低估品种，分别来自跨境电商、电力信息化与高速公路运营三个方向，短线资金由业绩扭亏与政策预期、三季报业绩预喜、冰雪经济概念共同驱动
IT之家AI 评分1919 IT早报 1015：苹果收盘市值首超 5 万亿美元；赛力斯起诉男子 AI 造谣索赔百万；iPhone 15 Pro 及后续机型国行大模型备案；豆包助手放开三方应用操作权限...
“IT早报”时间，大家好，现在是 2026 年 10 月 15 日星期四，今天的重要科技资讯有：1. 苹果市值里程碑：收盘首次超 5 万亿美元苹果公司 10 月 14 日收盘市值首次站上 5 万亿美元（IT之家注：现汇率约合 33.53 万亿元人民币），成为继英伟达后全球第二家达成该里程碑的公司。>> 查看详情2. 男子发布 AI 视频造谣问界，赛力斯起诉索赔百万元据深蓝财经报道，赛力斯汽车有限公司对外披露，已对一名抖音平台短视频用户提起民事诉讼。该用户借助 AI 工具合成问界车辆行驶中车身塌陷的虚假画面，发布到网络抹黑车辆安全性能。赛力斯要求对方删除侵权言论、公开书面赔礼道歉、支付 100
路透社AI 评分1818 AI-powered stock funds bet bots can pick stocks faster and better than humans - Reuters
AI-powered stock funds bet bots can pick stocks faster and better than humans Reuters
IT之家AI 评分4343 苹果收盘市值首次突破 5 万亿美元，成为全球第二家达成该里程碑的公司
苹果 10 月 14 日收盘市值首次超过 5 万亿美元，达到 5.01 万亿美元，股价上涨 0.5%，成为继英伟达之后全球第二家达成这一里程碑的公司。当天科技股普遍下跌，苹果逆势收涨；公司将于 11 月 2 日发布 2026 财年第四财季财报。
MarketWatchAI 评分1717 You’re probably too invested in equities. Why a 60-40 portfolio is still the smart way to go.
For most of U.S. history, an all-stock and a 60-40 portfolio have run neck-and-neck for trailing 30-year returns.
CNBC利空AI 评分2626 Jim Cramer explains why even strong bank earnings couldn't save their stocks
All six banks fell following their earnings reports, even as some delivered strong results, reflecting concerns about interest rates and the economic outlook.
CNBC利好AI 评分1717 Jim Cramer says don't give up on this unpredictable market. Here's why
Despite an unpredictable market, CNBC's Jim Cramer says it's important to stay invested.
路透社AI 评分66 US Supreme Court again backs Republicans in clash over political ad rates - Reuters
US Supreme Court again backs Republicans in clash over political ad rates Reuters
彭博利空重大AI 评分5252 罗素2000指数较峰值下跌11%，因利率上升进入回调区间
罗素2000指数周三大幅下跌，较峰值回落11%，进入回调区间。摘要称，通胀和利率上升令市场中风险较高的股票跌破重要均线。