AI stocks plunge. Inflation heats up. Where we're still finding opportunities
The sinking AI trade rattled last week's market. But solid bank earnings and a rotation beyond tech gave us reasons for optimism.
#研报/观点
外媒与科技媒体长文、研究号文章
CNBCAI 评分1717
彭博AI 评分1414 Northwell CEO Says Health Care Model Must Change
Northwell Health President and CEO Dr. John D’Angelo tells Bloomberg This Weekend that the traditional US health care model is unsustainable and that improving affordability will require a greater focus on wellness, prevention and chronic disease. Speaking with hosts David Gura and Lisa Mateo, D’Ang
CNBCAI 评分2222 'Dead money’ for a decade: Why this hedge fund approach may deliver an advantage over bonds
Investors may want to rethink their bond allocation and opt for managed futures exposure.
PoliticoAI 评分3131 Not all Republicans want to show Trump off
GOP candidates are avoiding talking about Trump in their ads, including in deep-red districts where they used to feature him. Some don’t even want to join him at events.
卫报利空AI 评分1616 The power of AI is worrying senior Labour figures – as is the fear of ‘falling behind the public’
Westminster appears to be waking up to warnings over AI safety, with concerns over its use by extremist groups and bad actors“I have this sense that, within a few months, AI is going to be all anyone is talking about,” said one cabinet minister, with an ominous stare.It was Labour conference, with e
Business Insider利空AI 评分1313 When AI and robots work together, Anthropic says these jobs are at risk. Should gardeners worry?
Anthropic's robotics research puts more hands-on jobs in AI's path. But messy tasks such as gardening remain hard to automate.
财富AI 评分1212 Jeff Bezos says ‘millions of people’ will be living in space by 2045—and robots will commute on our behalf to the moon
No one enjoys the dreaded commute to work, and by 2045, Amazon founder Jeff Bezos predicts we’ll have robots to do that for us. After all, in his vision we’ll be venturing to other planets for our 9-to-5's.
Axios利空AI 评分2121 Exclusive: Musk tells Isaacson "AI and robots" will need to fix deficit
Elon Musk tells biographer Walter Isaacson in a new podcast interview that the fizzled DOGE experiment, which the SpaceX and Tesla CEO once headed, proved there's "no way we were gonna solve the deficit from within the government." "The only way we're going to solve the national debt is with AI and
财富AI 评分5454 Alphabet首席投资官回应Jefferies对美国AI投资可能造成大规模资本损失的警告
Alphabet总裁兼首席投资官Ruth Porat回应Jefferies全球股票策略主管Chris Wood关于美国AI热潮最可能造成大规模资本损失的判断，称AI需求仍强，能提供差异化价值的公司仍可找到付费客户。
彭博利好AI 评分1010 Rockstar Rebuilt Itself to Make GTA VI
Bloomberg News video game reporter Jason Schreier tells Bloomberg This Weekend how Rockstar Games nearly doubled its workforce and overhauled its production culture while building the highly anticipated Grand Theft Auto VI. Speaking with hosts Christina Ruffini and Lisa Mateo, Schreier explains Rock
The AtlanticAI 评分3030 The Flying Car Must Never Be Built
It is not a goal to be reached, but a dream of new freedom deferred.
卫报AI 评分00 Madeline Horwath on AI food advertising – cartoon
Continue reading...
卫报AI 评分33 ‘You can’t make this stuff up’: why we remain fascinated by Elizabeth Holmes
The entrepreneur turned fraudster is the subject of an Oscar-tipped new documentary that takes an unusual look at her strange legacyDavid Agus’s first encounter with Elizabeth Holmes at a health conference came as a shock. The Holmes he met in the green room was personable and pleasant. The Holmes h
财富AI 评分3535 The debt crisis won’t be solved by debt relief alone. Developing countries need a growth reset
Developing countries need coordinated financing to invest and grow—not just enough support to keep paying creditors.
财富AI 评分2828 Giorgos Tsetis: no one is personally accountable for AI. This must change
AI executives should face personal legal consequences when they knowingly put the public at risk—not just penalties for their companies.
MarketWatch利好AI 评分1616 Microsoft, Shopify and 3 more AI stocks that are favorite Wall Street earnings plays
As earnings season kicks off, select tech companies have the opportunity to deliver big positive surprises for investors.
PoliticoAI 评分1919 Kansas Republicans fear Roger Marshall may be running out of time
The newest addition to the Senate map is giving Republicans headaches.
IT之家AI 评分3636 OpenAI 纳维-斯托克斯方程证明方法被指与官方叙事不符：学界验证尚需数年，智能体贡献同样成谜
IT之家 10 月 17 日消息，OpenAI 今年 9 月公布了一份长达 166 页的纳维-斯托克斯方程（Navier–Stokes equations）相关证明，称其内部 AI 系统在约 88 小时内完成了对这一千禧年难题的求解。不过，随着数学界进一步审查相关工作，研究人员开始对证明采用的方法、与已有研究的关系，以及大规模 AI 智能体究竟发挥了多大作用提出质疑。数学家贡萨洛 · 曹-拉博拉（Gonzalo Cao-Labora）指出，OpenAI 可能自己都没看懂就急着发论文了。他表示，OpenAI 的证明细节与西班牙数学家迭戈 · 科尔多瓦（Diego Córdoba）和路易斯 · 马
IT之家AI 评分4747 中国科学院院士鄂维南谈AI时代科研平权、工业软件自主创新与科研体系挑战
中国科学院院士鄂维南表示，AI将降低科研门槛、推动科研平权，并预测未来有想法和能力的团队与个人都可参与科技创新。他认为，高端工业软件有望在一两年内实现对标甚至超越西门子，工业生产线建模预计三年、最多五年实现；AI时代科研体系也将面临挑战，科研成果形态或从论文转向知识产权。
The AtlanticAI 评分1818 What Has Anti-Imperialism Gotten Iran?
An ideology of refusal has not made the international order fairer for Iranians or anyone else.
财富AI 评分1717 In nearly 2 decades of leading philanthropy at the Milken Institute, I’ve never seen a tidal wave like the one that’s coming
It could be the tide that lifts society’s most important boats, but it will take understanding the currents, careful navigation, courage, and community.
MarketWatchAI 评分1414 Fed interest-rate decision this month is a closer call than markets think
Here are some of the arguments against a Fed rate hike — and why some economists disagree with them.
彭博AI 评分88 Growth Ambition, Strategic Autonomy and AI for Cows: Postcard from Delhi
It’s tough not to be enthusiastic about India’s development story, but challenges lie ahead.
路透社利好AI 评分3232 Anthropic's Clark says AI's impact accelerating quickly and could vastly boost US GDP - Reuters
Anthropic's Clark says AI's impact accelerating quickly and could vastly boost US GDP Reuters
钛媒体AI 评分5252 Salesforce开放AIforce入口，探索智能体工作量与结果计费
Salesforce于2026年9月15日在Dreamforce期间发布AIforce，允许员工通过Claude、Slack等界面调用Salesforce数据和业务流程。文章梳理了公司从Einstein、Agentforce到AIforce的产品演进，并介绍Agentforce ARR及按智能体执行动作收费等商业化方式。
Fast CompanyAI 评分1414 Why companies may be liable for AI errors
Artificial intelligence has moved quickly from a novelty on the job to a common workplace tool. Gallup found that 52% of U.S. employees and 68% of professional services workers were using AI by February 2026. Thomson Reuters similarly found in spring 2026 that 74% of professionals use AI several tim
Business InsiderAI 评分2222 Millennial women are tired of being girlbosses
Millennial women are increasingly leaving the corporate world, searching for more flexibility and balance in their careers.
钛媒体AI 评分6464 可灵AI估值高于快手市值，文章对比两者市场空间、竞争位置与增长速度
可灵AI新一代视频生成模型Kling 4.0于10月15日深夜正式上线；文章对比其180亿美元投后估值与快手10月13日约156.31亿美元的总市值。文中称，快手2025年营收为1428亿元，可灵年收入约11亿元且仍处于巨额亏损状态；2026年第二季度，可灵单季收入同比增长超过200%，快手整体营收同比增长1.4%。
Fast CompanyAI 评分88 5 tips to stay resiliently optimistic in tough times
Below, Michelle Gielan shares five key insights from her new book, Resilient Optimism: The Science of Sustaining a Positive Mindset in Tough Times. Michelle is a positive psychology researcher and former national CBS News anchor. She was the executive producer of The Happiness Advantage on PBS and a
Fast Company利空重大AI 评分3232 Why the Paramount‑Warner merger threatens democracy
Media critic Ben Bagdikian warned in 2004 that five corporations had accumulated “more communications power than was exercised by any despot or dictatorship in history.” More than 20 years later, a major media merger is bringing his warning back into focus. Paramount’s acquisition of Warner Bros. Di
路透社AI 评分3434 China AI supply-chain IPOs hold firm despite valuation pullback, Citi says - Reuters
China AI supply-chain IPOs hold firm despite valuation pullback, Citi says Reuters
钛媒体AI 评分4848 AI 的下一个前沿在哪里？数百位创业者在上海讨论模型、具身智能与产业落地
2026 AI Cloud 100 China CEO 大会在上海举行，创业者和投资人围绕 AI 的下一个前沿，讨论模型持续学习、数据、自动化科研与具身智能等方向。大会报告称，中国模型在 OpenRouter 的 Token 调用占比从去年 4 月的 1% 升至今年 4 月的 61%；苏度科技称其机器人在任意环境下成功率接近 99% 至 100%。
IT之家AI 评分2121 PlayStation 之父久多良木健谈索尼停产实体游戏光盘：玩家不满可以理解
IT之家 10 月 17 日消息，当地时间 16 日，据外媒 VGC 报道，被誉为“PlayStation 之父”的索尼互动娱乐前董事长兼集团 CEO 久多良木健认为，玩家对索尼决定停产实体游戏光盘的不满可以理解，但游戏厂商也需要设法改变玩家对数字版游戏所有权的看法。2007 年离开索尼之前，久多良木健曾主导初代 PlayStation、PS2 和 PS3 的研发。他很早就预见到实体游戏介质将逐渐退出市场，2006 年便预测，随着数字发行普及，玩家最终不再需要光盘，甚至不必使用硬盘，而是直接通过网络串流获取内容。谈及索尼停产实体光盘的决定，76 岁的久多良木健承认，索尼的处理方式招致了部分玩家
Business StandardAI 评分3232 Trump's sanctions waiver offers India temporary relief, no certainty: GTRI
The think tank said the waiver offers temporary relief from threatened additional duties of up to 100% but leaves US free to revive the tariff threat, urging India to prioritise energy security
卫报AI 评分1212 ‘Austerity is inevitably painful’: How Michael Gove justifies his politics | Radical Thinking with Aditya Chakrabortty – podcast
For more than three decades, Michael Gove has been a leading figure in British Conservatism. As a journalist, government minister and now editor of the Tory bible, the Spectator, he has helped shape the right even as it has moved further rightwards. In the latest episode of Radical Thinking, Gove jo
CNBC利空AI 评分1919 Trump's Russia diesel deal may offer Putin more than money — and spell trouble for Ukraine
Trump's diesel deal may do little for Russia's finances, but it raises bigger questions about Ukraine's leverage, U.S. support and Putin's next moves.
钛媒体AI 评分3030 公用事业股高股息，而且比其他AI概念股更稳
该板块在经历了表现平平的一年后，目前估值颇具吸引力，并提供可观的股息以及强劲的盈利增长。
IT之家AI 评分5050 黄仁勋称当前AI需求远超供给，并主张不因安全问题放缓部署
英伟达首席执行官黄仁勋在伦敦接受彭博采访时称，当前AI需求远大于供给，因此他不认为现阶段处于“AI泡沫”，但承认未来供给可能超过需求。针对CoreWeave引发的市场担忧，他称没有必要救助该公司，并表示其财务状况会没问题；报道提及CoreWeave股价周四收涨近6%。黄仁勋还称，AI安全不应成为放缓部署的理由，遏制AI失控需要更多AI。
金融时报AI 评分1313 Stocks are risky right now — but so are all the alternatives
The value of stocks can fall suddenly in a way that cash can’t. But introduce inflation and it’s a different equation
IT之家AI 评分3333 谷歌 DeepMind 哈萨比斯预警：若不对 AI 采取安全措施，未来恐发生严重事故
IT之家 10 月 17 日消息，据路透社报道，谷歌 DeepMind 联合创始人兼董事长德米斯 · 哈萨比斯（Demis Hassabis）于本周三表示，近期由 AI 智能体发起的网络攻击事件是“前哨预警”；如果各方不进一步提升系统安全性，全球可能很快会面临严重的网络安全事件。兼任谷歌母公司 Alphabet 首席科学家的哈萨比斯在都柏林举行的一场人工智能峰会上表示：“我认为这些攻击事件对我们而言敲响了前期警钟。目前的系统尚不够强大，因此造成的破坏还算有限。”但展望未来一至两年，如果全行业、各家企业以及各国政府不在保护这些系统方面投入更多工作，未来很可能会演变成灾难性的重大事件。IT之家注意