京东拟以25亿美元收购Ceconomy，欧盟委员会预计11月4日前作出决定
京东拟以25亿美元收购德国电子产品零售商Ceconomy，欧盟委员会预计在11月4日前决定是否批准。京东于2025年7月提出每股4.60欧元的自愿现金收购要约，交易对Ceconomy估值约22亿欧元；要约完成后，京东预计持有约85.2%股权。
#美股/全球
外媒与科技媒体长文、研究号文章
IT之家AI 评分6464 MarketWatch利空AI 评分5353 SpaceX计划收购Grain Management的800 MHz频谱组合，推进移动业务布局
SpaceX计划收购Grain Management的800 MHz频谱组合，以加强其移动业务布局。MarketWatch称，这一消息带动通信塔运营商股票表现；标题称AT&T和Verizon股价承压。
彭博利空AI 评分1919 Japan Deal Drought Cuts IPO Fundraising to Lowest in 14 Years
Fundraising through initial public offerings in Japan is drying up, in contrast to a dealmaking boom across Asia, after regulatory changes and a dearth of artificial intelligence related companies depleted up the listings pipeline.
CNBC利好AI 评分3636 Tokenization could unleash tens of billions of dollars in trapped capital, Nasdaq CEO says
Nasdaq CEO Adena Friedman said tokenization could free up tens of billions of dollars in trapped capital.
路透社利空AI 评分4848 英伟达支持的Firmus因需求疲弱取消50亿美元澳大利亚IPO
英伟达支持的Firmus因需求疲弱，取消了规模为50亿美元的澳大利亚IPO。
IT之家AI 评分7171 OpenAI 向投资者披露截至 9 月底年化营收逼近 500 亿美元，较此前媒体估算低约 200 亿美元
OpenAI 向投资者披露，截至 9 月底其年化营收逼近 500 亿美元，较媒体上月根据此前投资者数据估算的 700 亿美元低约 200 亿美元。报道援引知情人士称，差异与统计口径有关，Anthropic 将通过 AWS 和谷歌云等合作伙伴销售产生的营收计入，OpenAI 则剔除这部分合作收入。
TechCrunchAI 评分1414 Elon Musk questions Ambani’s influence as Starlink India launch stalls
“Is Ambani the real boss of India?” Elon Musk asked as he questioned why Starlink has yet to launch its satellite internet service in the country.
MarketWatch利空AI 评分3131 Micron, Nvidia and AI chip stocks fall as report on OpenAI’s revenue causes ‘undue concern’
OpenAI’s annualized revenue reportedly fell short of expectations — but analysts say that reflects differences in how the figure is reported, not weakness in AI demand.
彭博利空AI 评分3636 Tech Stocks to Fall as OpenAI Sinks US Chipmakers: Markets Wrap
Asian tech stocks are set to come under pressure, tracking a selloff in US chipmakers as speculation over OpenAI’s revenue revived concerns about the sustainability of the artificial-intelligence spending boom.
彭博利空AI 评分4242 AI融资热潮冲击科技公司债务，交易员急于重估风险
AI融资热潮令超过10万亿美元规模的美国企业债券市场投资者感到不安，并推动市场重新评估部分大型科技公司的风险。信用保险价格飙升、波动性加剧，市场表现走弱。
WiredAI 评分1010 Inside Elon Musk’s Midterm Spending Spree
This week on “Uncanny Valley,” we discuss where Elon Musk’s PAC is spending millions, the latest ideology Trump claims is dangerous, and the backlash against the designer behind Muse’s logo.
Business Insider利好AI 评分3838 Why Meta is winning the micro drama wars
That very long micro drama you saw on Reels? That's an ad — and a big win for Meta.
彭博AI 评分2121 Fixed Income Leaders Dialogue
The fixed income landscape is evolving as public and private credit converge, AI-related financing accelerates and investors navigate a more complex credit cycle. TCW CIO of Fixed Income Bryan Whalen and Blackstone Credit & Insurance’s Philip Sherrill were in conversation with Bloomberg’s Scarlet Fu
彭博AI 评分88 Rachel Gamarski conta sobre os cotados de Flávio Bolsonaro
Rachel Gamarski conta sobre os cotados para comandar a economia em um eventual governo de Flávio Bolsonaro. Com produção de Catarina Bacci e Patricia Xavier e edição de Mariana Lumy (Source: Bloomberg)
金融时报AI 评分1111 Is France too blasé about borrowing costs?
Rising bond yields raise concerns about wider contagion
金融时报AI 评分66 US justice department orders playbook refresh for frauds on government
Prosecutors told to deploy full range of powers to claw back funds and seek stiffer sentences
MarketWatch利空AI 评分1010 With mortgage rates soaring above 7.5%, the smart money rents in America
If buying a home right now is such a great idea, why doesn’t Wall Street want to do it?
MarketWatchAI 评分1717 A big AI super PAC tried to follow crypto’s playbook to influence the midterms. Critics say it’s not working out.
The political action committee says it’s “continuing to build a durable coalition that wants America to remain the global leader in AI development.”
彭博利好AI 评分1313 Chipotle Jumps on Report of Potential Starbucks Takeover | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Jess Menton, Carol Massar and Stacey Vanek Smith. (Source: Bloomberg)
彭博利空AI 评分4242 Nvidia支持的Firmus Grid澳大利亚IPO预计延期，令其他数据中心IPO蒙上阴影
Nvidia支持的数据中心公司Firmus Grid Ltd.预计将推迟在澳大利亚IPO，为其他拟上市项目带来不利信号。此前，多家人工智能基础设施公司上市首秀表现令人失望。
路透社AI 评分99 US House Speaker Johnson weighs 'next chapter' if Republicans lose majority-Fox News - Reuters
US House Speaker Johnson weighs 'next chapter' if Republicans lose majority-Fox News Reuters
路透社利空AI 评分1212 The skilled foreign tech workers' green card program under attack from Trump - Reuters
The skilled foreign tech workers' green card program under attack from Trump Reuters
财富利空重大AI 评分2929 ‘Secure our security through our own strength’: South Korea tests its first homegrown hypersonic weapon a week after North Korea’s own launch
There was no immediate response from North Korea, which last week tested its own hypersonic missile that landed in the waters near Japan.
MarketWatchAI 评分1818 Florida is voting on whether to slash property taxes. Here’s who it would benefit — and hurt.
Amendment 3’s passage could add momentum to other states’ efforts to slash property taxes
彭博利空AI 评分1818 US Suspends Visa Program for Tech Firms Including Microsoft
The Trump administration said it would suspend an immigration program for multiple tech firms that allows foreign workers to obtain green cards, including Microsoft, alleging widespread abuse of a worker visa system. Ed Ludlow has more. (Source: Bloomberg)
彭博AI 评分1111 A Scary Implication of OpenAI’s Math Breakthroughs
Maybe the big AI companies will get out of the token-selling business.
彭博利好AI 评分2121 Expected Split Congress A Positive for Bonds: Khurana
Brij Khurana, senior managing director and fixed income portfolio manager at Wellington joins Scarlet Fu on "Bloomberg Real Yield." (Source: Bloomberg)
路透社利空AI 评分1010 Hurricane Isaias strengthens as US Gulf Coast prepares for landfall - Reuters
Hurricane Isaias strengthens as US Gulf Coast prepares for landfall Reuters
Business StandardAI 评分3535 'Wait till you discover other guy': Rahul responds to Musk's 'Ambani' post
Musk questions whether Mukesh Ambani is the "real boss of India"; government says security clearances are pending for all three satcom licensees
CNBCAI 评分4343 OpenAI收入数据引发英伟达、Oracle、CoreWeave等AI股下跌
OpenAI告知投资者，截至9月底，其年化收入约为500亿美元。CNBC确认了这一消息；英伟达、Oracle、CoreWeave等AI股下跌。
卫报AI 评分4040 特朗普承诺在11月美国中期选举前不攻击伊朗
唐纳德·特朗普承诺，在11月美国中期选举前不攻击伊朗，并称美国正与伊朗进行“富有成效的讨论”。他还声称，伊朗经济和军事状况“非常糟糕”。
Axios利空AI 评分5555 美国劳工部称上周初请失业金人数降至19.7万
美国劳工部称，上周初请失业金人数减少2000人至19.7万，连续一个月低于20万。四周均值降至19.8万，为2022—2023年就业市场火热时期以来最低；文章还称，9月宣布的裁员人数同比减少20%，数据来自就业安置公司Challenger, Gray & Christmas。
AxiosAI 评分2727 Trump: Anyone saying "AI" is "THE ENEMY!" The White House uses it
President Trump on Thursday called anyone who uses "Artificial Intelligence" instead of "Super Intelligence" "THE ENEMY!" — even as the White House continues using the term "AI."Why it matters: Trump's push to rebrand AI as "super intelligence" clashes with established terminology in the technology
财富AI 评分3333 ‘Everybody knows you’re out of touch’: Palantir CEO Alex Karp says his own exec told him to stop hyping Foundry
Karp told a room of CEOs that his best ideas are the ones his team says can't work, and that VCs once asked him: "Where's the parasite?"
彭博利好AI 评分2323 ECB Has Tools to Counter Unwarranted Market Moves, Lagarde Says
The European Central Bank has the instruments to stabilize financial markets if required, President Christine Lagarde told euro-area finance ministers.
彭博利空重大AI 评分2525 Oil Tops $105, Goldman Execs Eye Massive Bonuses
Oil jitters are back as Brent tops $105, hammering stocks and bonds. A massive new OpenAI financing deal fuels fresh AI bubble warnings. Goldman executives eye blockbuster bonuses. Plus, NYSE Group CEO Lynn Martin on the IPO race, PepsiCo cuts its outlook, and Chipotle jumps on a reported Starbucks
彭博利好AI 评分3434 Goldman Says Tech Bull Market Has Room to Run
Goldman Sachs Wealth Management’s Matt Weir says the recent concentration of market gains among a handful of large technology stocks doesn’t signal the end of the bull market. He expects hyperscaler capital-spending growth to decelerate from its extraordinary pace but remain well above overall econo
彭博利空AI 评分4141 美债收益率上升带来价值机会：JPMorgan Asset Management 的 Kelsey Berro 谈固定收益投资
Wellington 高级董事总经理兼固定收益投资组合经理 Brij Khurana，以及 JPMorgan Asset Management 固定收益投资组合经理 Kelsey Berro，参加 Bloomberg Real Yield 节目。油价上涨波及全球市场，股市下跌、债市震荡，市场担忧能源成本上升会推高通胀并迫使美联储加息。
路透社利空AI 评分1616 Lufthansa, Indian airlines suspend flights to Riyadh after Houthi attacks - Reuters
Lufthansa, Indian airlines suspend flights to Riyadh after Houthi attacks Reuters
金融时报AI 评分5656 特朗普称美国不会在中期选举前攻击伊朗，并称美伊正进行“富有成效的讨论”
特朗普称，美国在中期选举前不会攻击伊朗。标题同时称，华盛顿与德黑兰正在进行“富有成效的讨论”。