Nassim Taleb Says ‘Vulnerable’ Bonds Risk Hurting Stock Rally
The Black Swan author Nassim Taleb warned that a pullback in demand for US Treasuries risks creating a fault line across markets, potentially hurting a record-beating stock rally.
#美股/全球
外媒与科技媒体长文、研究号文章
彭博AI 评分3535 CNBC利空AI 评分5151 美联储消费者预期调查显示未来12个月通胀预期中位数升至3.9%，为2023年5月以来最高
美联储消费者预期调查显示，未来12个月通胀预期中位数升至3.9%。标题称该水平为2023年5月以来最高。
路透社利好AI 评分4242 美国政府与谷歌加入扎克伯格支持的 Biohub，推动投入18亿美元建设 AI 生物学数据
美国政府和谷歌加入由扎克伯格支持的 Biohub，参与一项18亿美元的 AI 生物学数据计划。
IT之家AI 评分1616 消息称《极限竞速：地平线 6》PS5 版 2027 年 1 月 26 日发售，有实体光盘版
IT之家 10 月 7 日消息，据消息人士 billbil-kun 今日爆料，微软第一方大作《极限竞速：地平线 6》预计将在 2027 年 1 月 26 日登陆索尼 PS5 平台。微软 XBOX 旗下工作室 Playground Games 此前表示，《极限竞速：地平线 6》将于今年晚些时候登陆 PS5。但 The Verge 记者 Tom Warren 认为，本作将延期至 2027 年初发售。billbil-kun 则认为，《极限竞速：地平线 6》将于 2027 年 1 月 26 日在 PS5 发售，有数字版和实体光盘版。这种延期可能是为了让游戏与首个 DLC 一同发售。此外，本作的 PS5
MarketWatch利好AI 评分2222 Micron’s ridiculously cheap stock could triple from here, according to this analyst’s math
A D.A. Davidson analyst thinks investors aren’t properly appreciating the company’s growth potential or the impact of an upcoming buyback program.
彭博AI 评分2020 Bull Case for Risky Stocks Tied to Economy Expected to Flourish
Signs of resilient economic momentum are reinforcing the bull case for US small caps, which have been under pressure lately in the face of soaring borrowing costs.
彭博AI 评分4242 SK海力士ADR锁定期到期引发溢价回落担忧
SK海力士在美国上市的股票将在周三面临考验，限制公司、关联方及管理层出售股票的锁定期届时到期。市场已在质疑存储器热潮还能持续多久，锁定期到期可能成为又一催化因素。
彭博利空AI 评分2828 European Bank Stocks Sink Toward Lowest Since July as Bonds Fall
A selloff in shares of European banks resumed on Wednesday, with the likes of Societe Generale SA and Deutsche Bank AG tumbling more than 5%, as mounting fears over political turmoil sent bond yields higher.
彭博AI 评分3535 Why High Bond Yields Aren’t Sinking Stocks
The 10-year Treasury yield, the most important number in global finance, has broken through to its highest level since 2002. Bond yields are assumed to have an inverse relationship with stocks, so a move of this magnitude should be a problem for equities. But it hasn’t been, and Bloomberg Opinion co
彭博AI 评分5050 SpaceX拟融资400亿美元采购英伟达芯片的报道后，信用风险指标创高、债券下跌
彭博称，周三 SpaceX 的一项信用风险指标升至新高，其债券在二级市场下跌。此前有报道称，SpaceX 正与银行和投资者洽谈融资400亿美元，用于购买英伟达芯片。
CNBC利空AI 评分1818 Stocks made a record high. Two big bearish trades point to skepticism
In the State Street SPDR S&P 500 ETF Trust (SPY), about an hour after the opening bell on Tuesday, someone traded a 100,000-lot put spread.
卫报AI 评分1515 US Midterms: What are they and why do presidents dread them? - explainer
The US midterms may not be as much of a spectacle as the presidential elections, but they are just as important and can completely change not just the course of a presidential term, but federal legislation for years to come. The Guardian unpacks how these elections work, what the results mean and ho
金融时报AI 评分1414 We need a US debt conversation — will the Republicans have one?
Borrowing heavily to finance tax cuts for the wealthy leaves us less prepared for emergencies when they come
Business Insider利空AI 评分1717 Student-loan borrowers who get debt relief over the next decade may see their tax bills triple
A provision that made student-loan forgiveness tax-free expired in 2025. A new report shows the higher tax bills borrowers are facing.
彭博AI 评分4141 AI需求推动全球货物贸易抵御特朗普关税与战争冲击
一份新报告显示，人工智能设备需求激增推动全球货物贸易抵御关税、战争和地缘政治分歧带来的拖累。美国和中国调整经济依赖关系之际，全球货物贸易仍展现韧性。
彭博AI 评分4343 油价上涨令股市涨势消退；SpaceX洽谈融资400亿美元购买英伟达芯片
标普500创下历史新高后，美国股指期货下跌，油价则因交易员评估有关伊朗在霍尔木兹海峡袭击船只增多的报道而上涨。SpaceX据称正与银行和投资者洽谈融资400亿美元，用于购买英伟达芯片；这可能成为人工智能建设领域规模最大的债务融资之一。
彭博AI 评分1616 France Tops Germany as Europe’s Most Distressed Corporate Market
Even before the latest bout of political and economic turmoil, by one measure France had become Europe’s most distressed corporate market.
彭博利好AI 评分1515 Europe’s Defense Boom Opens Up New Funding for Energy Tech
Military and energy spending can dovetail, but governments need to recognize and support the cross-sector benefits.
彭博AI 评分99 Bloomberg's Guide to Investing in Africa 2026
Which African industries are poised to benefit from today’s geopolitical climate? Jennifer Zabasajja has the 2026 Investor’s Guide to Africa. (Source: Bloomberg)
金融时报AI 评分5858 全球债券抛售再起，30年期美债收益率升至2002年以来最高水平
全球债券抛售再度出现，30年期美债收益率升至2002年以来最高水平。法国、意大利和英国国债也在波动交易中承压。
彭博利空重大AI 评分3131 Dalio Warns of AI Bubble, Hormuz Attacks Lift Oil
Billionaire Ray Dalio warned that artificial intelligence is a “classic bubble” that is nearing a bursting point thanks to rising interest rates and the need to turn wealth into cash. A rally in stocks came to a halt and global bonds fell as mounting attacks on tankers in the Middle East pushed oil
彭博利空重大AI 评分4343 霍尔木兹紧张局势升温，新兴市场股票涨势暂歇
中东紧张局势升温推高油价和美元，新兴市场股票涨势暂歇。衡量该类资产货币回报的指数下跌。
CNBC利空AI 评分1111 ICE came to town and left behind weakened economies
Research links ICE enforcement surges to lasting declines in local spending, foot traffic and jobs. In Minneapolis, businesses are still recovering.
路透社AI 评分99 Trump doles out billions to voters ahead of midterm elections - Reuters
Trump doles out billions to voters ahead of midterm elections Reuters
金融时报AI 评分5353 德国以安全顾虑阻止中远海运收购汉堡港物流集团
德国政府以安全顾虑为由，阻止国有企业中远海运收购汉堡港一家物流集团。该集团位于德国最大的海港汉堡港。
彭博AI 评分2424 Fed’s Warsh Earns IMF Praise for Focusing on Price Stability
Federal Reserve Chair Kevin Warsh got a thumbs-up from the head of the International Monetary Fund for taking the pursuit of price stability seriously.
彭博AI 评分3030 Stocks Are Due for a ‘Gut Check’ From Rates, Oil and the Dollar
Strategist Paulsen says history points to drop of as much as 15% ahead.
彭博利好AI 评分00 SpaceX Seeks $40 Billion to Buy Nvidia Chips in AI Bet
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Myles O'Grady, Bank
金融时报AI 评分1515 How US mortgage bonds can trigger a ‘vicious loop’ for Treasury yields
One little cog in the bond market’s feedback machine
CNBC利好AI 评分2222 Meta's Muse assistant tops app charts. Now it needs to become a habit
Meta’s Muse is free for now as the company searches for a business surrounding its personal AI agent.
卫报AI 评分2323 Skepticism mires Trump’s Iowa steel plant project: ‘Promises are not the same as jobs’
The project has sparked doubts over whether the plant will be built and delivered as promised, given Trump’s recordDonald Trump has long sought to portray himself as a man of steel, from the White House photoshopping Trump to look like Superman, to enacting tariffs on steel and approving the sale of
MarketWatch利好AI 评分2121 Longtime tech bull Dan Ives says these are his top tech plays going into 2027
Investors are “underestimating the scale and scope” of the AI spending wave, said Dan Ives as he laid out five stocks to own.
MarketWatch利好AI 评分3737 AMD’s chief executive is planning to invest ‘tens of billions’ as Asian tour addresses supply-chain chokepoints
AMD’s CEO has been meeting executives in Taiwan and South Korea.
彭博AI 评分4141 美银称未来十年债券回报可能超过股票
美国银行股票与量化策略主管 Savita Subramanian 表示，未来十年债券可能跑赢股票。她称，当前10年期美债的风险回报率略高于5%，而美国银行的估值框架显示，标普500未来十年回报可能达不到5%。
彭博AI 评分2525 Moubarak: GCC Economies Set for Strong Recovery in 2027
The US-Iran conflict continues to weigh heavily on economies around the world and in particular those in the Gulf. Ramona Moubarak, the MENA Country Risk Head for BMI, a Fitch Solutions Company, spoke to Bloomberg’s Jennifer Zabasajja on Horizons Middle East & Africa as the war enters its 8th month.
CNBC利空AI 评分77 Google ordered to halt work on two data centers in ‘Texas of Europe’
Finland has emerged as a key location for data centers amid the AI boom.
金融时报AI 评分4343 AI代理凭借为储户争取更高利率，可能让银行损失5000亿美元
银行在AI发展中既会受益，也会蒙受损失。
Fast CompanyAI 评分3131 Researchers tracked $80 million spent on AI-generated political ads for the midterms. Here’s what they found
The 2026 U.S. midterm campaigns are the first in which AI-generated political ads are regularly appearing on people’s televisions and social media feeds. We are researchers who have been studying political advertising through the Wesleyan Media Project since 2010. This election cycle—using data from
Axios利空AI 评分2828 "Not safe for kids": advocacy group urges OpenAI to keep teens off ChatGPT
Common Sense Media is urging OpenAI to keep teens off ChatGPT, saying its new teen experience poses an "Unacceptable Risk" after extensive testing found shortcomings in safeguards meant to protect younger users.Why it matters: OpenAI has made protecting younger users a central part of its effort to
彭博利空重大AI 评分3838 Putin Ramped Up 2026 War Spending to Record After Talks Stalled
Russia’s military spending is on track to hit a record this year after Vladimir Putin added almost $60 billion to the outlays set out in the budget.