IMF将2026年全球经济增长预测上调至3.1%，32个国家贡献95%的全球增长
IMF预计全球经济2026年增长3.1%，较7月预测的3.0%上调，低于2025年的3.5%；预计2027年增长3.4%。报告称，32个国家贡献了全球增长的95%，高于4月时的54个国家，并指出增长正按各国受到战争引发的供应冲击和AI相关需求带动的程度重新分配。
#海外/地缘
外媒与科技媒体长文、研究号文章
财富AI 评分6969 财富利空AI 评分5050 特朗普与普京达成柴油交易引发国会两党反对
特朗普宣布与俄罗斯总统普京达成向美国进口俄罗斯柴油的交易，称此举旨在选举前缓解美国加油站的高油价。共和党和民主党议员批评交易可能资助俄罗斯对乌克兰的战争、违反美国现行法律；6名参议员敦促特朗普撤回交易。特朗普称交易有助于美国农民和牧场主，并否认相关批评。
彭博AI 评分2121 US Existing-Home Sales Edged Up Ahead of Mortgage-Rate Shock
Sales of US existing homes rose in September for the first time in four months, although a surge in mortgage rates and high prices are set to keep activity depressed through the remainder of the year.
彭博利好AI 评分3535 US Existing-Home Sales Rise for First Time in Four Months
Sales of US existing homes rose in September for the first time in four months to an annualized rate of 3.99 million. Michael McKee reports on "Bloomberg Open Interest." (Source: Bloomberg)
路透社AI 评分1616 Argentina seeks tribunal order against UK oil activity near Falklands - Reuters
Argentina seeks tribunal order against UK oil activity near Falklands Reuters
路透社AI 评分1818 Saudi-led coalition orders evacuation of Yemen oil facility in Sanaa ahead of operation - Reuters
Saudi-led coalition orders evacuation of Yemen oil facility in Sanaa ahead of operation Reuters
路透社AI 评分1313 White House says US ambassador to Greece Guilfoyle asked to resign - Reuters
White House says US ambassador to Greece Guilfoyle asked to resign Reuters
卫报AI 评分1414 Kimberly Guilfoyle asked to resign as ambassador after reports she asked Trump donor to pay bill
Decision about US ambassador to Greece announced by White House after Trump and Rubio were reportedly furious over allegationsUS politics live – latest updatesKimberly Guilfoyle has been asked to step down as US ambassador to Greece, after weeks of reports that she sought payment from a Trump donor
TechCrunchAI 评分4040 印度国家支付公司（NPCI）因零售商反对推迟数字支付收费实施
印度国家支付公司（NPCI）表示，因节日购物季，将推迟原定于10月15日实施的0.4%费用。
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.
彭博利空AI 评分3232 Senegal’s Quickfire Debt Workout Plan Is Already Running Into Speedbumps
Senegal’s year-end target to finalize a deal with the International Monetary Fund and reach a debt-relief agreement with bondholders is already facing delays, according to people familiar with the situation.
彭博AI 评分3434 Euro Repo Traders Turn to Humans Over Machines in Flight to Cash
Brokers increased their share of Europe’s repo market to the highest since 2012 as automated trading lost ground to more discreet ways of raising cash during turbulence sparked by the Iran war.
彭博AI 评分4747 Dombrovskis：欧盟与中国的贸易失衡不止于汽车
欧盟最高经济官员Dombrovskis表示，欧盟限制从中国进口混合动力汽车的协议只是第一步，贸易失衡涉及的范围远超汽车。
彭博AI 评分2929 Botswana Said to Near Agreement on Size of Its De Beers Stake
Botswana and a group leading the race to buy De Beers are near an agreement on their future ownership stakes in the diamond miner, potentially paving the way for Anglo American Plc to finally exit the business.
路透社AI 评分1111 Hungary's Orban denies ordering Ukrainian cash and gold seized when leader - Reuters
Hungary's Orban denies ordering Ukrainian cash and gold seized when leader Reuters
路透社AI 评分1818 Russia calls French seizure of alleged shadow fleet tanker a violation of international law, RIA reports - Reuters
Russia calls French seizure of alleged shadow fleet tanker a violation of international law, RIA reports Reuters
路透社AI 评分2121 Kremlin says contacts on Trump's Russia-Ukraine energy ceasefire are continuing - Reuters
Kremlin says contacts on Trump's Russia-Ukraine energy ceasefire are continuing Reuters
路透社利空AI 评分1717 Democratic midterm wins could bring scrutiny for Wall Street, crypto firms - Reuters
Democratic midterm wins could bring scrutiny for Wall Street, crypto firms Reuters
路透社AI 评分1919 IMF flags risks to global economy from AI market correction, war and debt - Reuters
IMF flags risks to global economy from AI market correction, war and debt Reuters
路透社AI 评分1515 Hezbollah outlines financial aid plan for Lebanese with destroyed homes - Reuters
Hezbollah outlines financial aid plan for Lebanese with destroyed homes Reuters
路透社利好重大AI 评分2727 Russia hits no energy targets in Ukraine for first time since Trump's 'truce' - Reuters
Russia hits no energy targets in Ukraine for first time since Trump's 'truce' Reuters
路透社AI 评分1616 Iran and Russia are stepping up hybrid campaigns in Britain, UK spy chief says - Reuters
Iran and Russia are stepping up hybrid campaigns in Britain, UK spy chief says Reuters
路透社AI 评分44 Investigators hunt French supermarket fridge hackers, no claim of responsibility - Reuters
Investigators hunt French supermarket fridge hackers, no claim of responsibility Reuters
路透社AI 评分3131 France seizes another 'shadow fleet' tanker; Russia decries 'piracy' - Reuters
France seizes another 'shadow fleet' tanker; Russia decries 'piracy' Reuters
金融时报AI 评分4949 海湾地区石油产量在伊朗战争敌对行动升级前回升
沙特阿拉伯表示，海湾地区9月石油产量升至冲突爆发以来的最高水平；本月航运再遭袭击，产量回升面临风险。
彭博AI 评分4040 Blackstone总裁Jon Gray与美联储理事Christopher Waller认为法国财政压力敲响警钟
Blackstone总裁Jon Gray和美联储理事Christopher Waller表示，法国的财政压力为支出较高的政府敲响警钟。两人认为，由于美国经济增长高得多，这些风险在美国不那么紧迫。
彭博AI 评分2929 Brazil Analysts Cut Key Rate Bets as Bolsonaro Tops Runoff Polls
Brazil analysts lowered their interest rate forecasts for the end of this year as right-wing candidate Flávio Bolsonaro leads polls for the presidential runoff, boosting investor hopes of tighter fiscal policy.
彭博AI 评分1515 MI5 Boss Says UK Must Prepare for Hybrid Warfare Tests by Russia
The head of MI5 warned Britons must be resilient in the face of “escalating” Russian hybrid warfare, as the UK’s domestic security service devotes more resources to hostile state threats than during the Cold War.
彭博AI 评分3232 Decline in Russian Crude Output Slowed in September, OPEC Says
The pace of decline in Russia’s crude production slowed in September as the country shipped more oil overseas, while its refiners remained under pressure.
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)
彭博利空AI 评分3131 Zambia Cuts Economic Growth Outlook as El Niño Threat Builds
Zambia trimmed its growth forecasts for the next two years due to the mounting economic threat that El Niño poses to the copper-rich nation, as well as the prolonged impact of the Iran war.
金融时报利空AI 评分3838 Iran has made ‘major shift’ to target UK military sites, says MI5 chief
Ken McCallum warns that both Tehran and Moscow are seeking to escalate hybrid warfare, with state threats quadrupling in a decade
金融时报利空重大AI 评分6767 霍尔木兹海峡船只两周内遭袭频次创战争开始以来新高
金融时报称，伊朗在两周内针对霍尔木兹海峡的24艘油轮及其他船只发动袭击，袭击频次为战争开始以来最高。仅周日就有6艘船只遭袭。
金融时报利空AI 评分1313 Zelenskyy says Kyiv’s partners failed to warn of ballistic missile attack
The Ukrainian leader stops short of linking intelligence gap to Trump administration’s threats to withdraw US support
金融时报利空AI 评分2626 Bulgaria suggests Russia behind ship attack that left 11 sailors missing
Strike on cargo ship marks latest escalation in Russia-Ukraine war in the Black Sea
彭博利空AI 评分3232 Czech Core Inflation Quickens as Central Bank Mulls Another Hike
Czech core inflation accelerated more than the central bank expected in September as policymakers are set to debate whether to raise interest rates for a second time this year.
CNBC利空重大AI 评分1313 Iran reportedly fortifies nuclear sites as it prepares for possible U.S. strikes after midterms
A Saudi-led coalition fighting the Houthis – a Yemeni militant group backed by Tehran – said it had intercepted another attack on Riyadh.
路透社AI 评分44 Germany detains fourth person over Starlink fire in Poland, RMF FM reports - Reuters
Germany detains fourth person over Starlink fire in Poland, RMF FM reports Reuters
路透社AI 评分3434 India may need to raise coal power capacity as demand surges, official says - Reuters
India may need to raise coal power capacity as demand surges, official says Reuters
路透社AI 评分1010 Germany's Nuremberg airport closes due to aviation emergency - Reuters
Germany's Nuremberg airport closes due to aviation emergency Reuters