Private equity’s future after the boom and bust
The mood in the $22tn private capital industry was captured on Tuesday at the FT’s Private Capital Summit
#研报/观点
外媒与科技媒体长文、研究号文章
金融时报AI 评分1515 Business Insider利空AI 评分3838 The Godfather of AI wants an FDA-style approval system for the technology
Geoffrey Hinton said AI companies should have to convince a regulator their models are safe before releasing them, much like drugmakers.
钛媒体AI 评分4141 企业级 AI 订单为何不只拼模型：Palantir 的驻场工程打法正被 OpenAI 和 Anthropic 借鉴
Palantir 通过前线部署工程师驻场、在客户数据和流程中交付系统，建立企业级 AI 项目所需的信任与落地能力。OpenAI 设立部署公司并收购 Tomoro，Anthropic 与 DXC 合作培训前线部署工程师，也在招聘驻场岗位。麻省理工 NANDA 项目报告测算，95% 的企业生成式 AI 试点未产生可量化业务收益，问题大多出在部署环节。
彭博利好AI 评分2626 Australians Are Less Vulnerable to Rate Hikes, Deutsche Says
Australian households are proving less vulnerable to interest-rate increases than their heavy debt loads might suggest, Deutsche Bank AG said, noting stronger household balance sheets are helping borrowers withstand tighter monetary policy.
钛媒体AI 评分3636 三只可能从现代战争中受益的国防类股票
一位Redburn分析师认为，随着各国军队加大对先进武器和更低成本技术的投入，洛克希德·马丁、诺斯罗普·格鲁曼和克拉托斯将迎来投资机会。
钛媒体AI 评分2626 全球市值最大股表现落后，若英伟达启动上涨，科技股与大盘或将跟随
英伟达股价今年上涨了29%，但这一涨幅仍落后于英特尔等公司取得的涨幅。尽管如此，预计英伟达将在2027年大放异彩。
钛媒体AI 评分6565 默沙东重注背后：KRAS G12D为何成为下一个热门靶点？
文章围绕KRAS G12D靶点，分析默沙东与思璞锐就临床前药物SPR2015达成授权合作的背景，称首付款为4亿美元、潜在总交易额为21.3亿美元。正文梳理了G12D的药物研发难点及全球临床管线，并引用华西证券测算，按年治疗费用14万元及不同适应症渗透率假设，中国市场销售峰值合计约51亿元。
彭博利好AI 评分2121 Taiwan Dethrones Korea Atop Global Markets as AI Trade Widens
As equity investors enter the final stretch of a pivotal year that’s propelled South Korea and Taiwan to the forefront of the global AI trade, the latter is emerging as the stronger bet.
彭博利好AI 评分1515 Mary Ng: Asian Trade Growth Can Boost Canadian Exports
Former Canadian Minister of International Trade and Milken Institute Senior Fellow Mary Ng outlines Canada's expanding trade push across Asia and the Indo-Pacific, emphasizing that deeper market access in energy, technology, and agriculture could reach 3 billion consumers and drive export growth. (S
彭博利好AI 评分2929 Taiwan Dethrones Korea Atop Global Markets
Taiwan is emerging as the stronger bet for equity investors due to its deeper linkages across the AI supply chain and a more upbeat earnings outlook. Bloomberg's Winnie Hsu breaks down the news. (Source: Bloomberg)
CNBC利好AI 评分2424 Cramer says these blue-chip stocks are among the best ways to invest in the AI boom
Jim Cramer said established tech giants with strong businesses and multiple ways to benefit from AI are some of the best places to invest in the boom.
CNBC利好AI 评分2323 Trillions are being ‘wasted’ on the AI boom, Arthur Hayes says. He’s betting on what comes next
Former BitMEX CEO Arthur Hayes says the AI infrastructure boom is being overbuilt and is betting an eventual crash and bailout will send crypto higher.
IT之家AI 评分1818 前妻评马斯克：于混乱之中如鱼得水，将所有挑战视作生死考验
IT之家 10 月 7 日消息，对于埃隆 · 马斯克（Elon Musk）而言，混乱或许并不只是一种管理风格。他的前妻表示，身处混乱之中才会让他觉得自在。IT之家注意到，贾斯汀 · 马斯克（Justine Musk）在周二发布的一段预告片中，讲述了这位亿万富翁对高强度生活的偏好。这段预告片是卡拉 · 斯威舍（Kara Swisher）为她与电影人亚历克斯 · 吉布尼（Alex Gibney）的访谈所做的，发布于吉布尼的纪录片《马斯克》（MUSK）上映之前。谈及自己的前夫，贾斯汀 · 马斯克向斯威舍说道：“我曾经形容过他，他就像是会纵身跳下悬崖，然后在坠落的过程当中临时造出降落伞的那种人。我认为
Business InsiderAI 评分1313 Elon Musk’s ex-wife says he is someone who ‘thrives on chaos’
Justine Musk said Elon Musk "thrives on chaos" and brings a life-or-death intensity that can initially feel like excitement.
AxiosAI 评分1515 "You suck": Emmer unloads on Senate Republicans
House Majority Whip Tom Emmer (R-Minn.) is saying out loud what House Republicans have been grumbling about for much of the year: They're fed up with the Senate.Why it matters You won't ever hear Speaker Mike Johnson (R-La.) or Majority Leader Steve Scalise (R-La.) talk about their Senate counterpar
彭博AI 评分1515 Hamilton Lane’s Bell on Secondary Markets Opportunity
As U.S. mortgage rates rise above 7% for the first time in a couple of years, Elizabeth Bell, Co-Head of Real Estate at Hamilton Lane, discusses whether the broader real estate market has been written off amid a slow post-pandemic recovery, changing consumer spending and higher rates. Bell says the
彭博利空AI 评分1717 Why Gas Flares Keep Burning Despite Big Oil’s 2030 Pledges
Residents in West Texas describe noise, odors and health concerns from a gas flare operating near their homes as oil producers face scrutiny over pollution and their commitments to curb emissions. Oil giants including ExxonMobil, Occidental Petroleum and others have pledged to reduce or eliminate th
卫报利空AI 评分2424 Is Australia ready for a datacentre boom? – podcast
As technology companies push to expand AI infrastructure across Australia, residents from suburban Melbourne to regional Queensland are raising concerns over noise, power demands and local impacts. Could growing community opposition slow down plans for a nationwide infrastructure boom?Technology rep
卫报AI 评分1414 Is regulation enough to stop AI systems killing us all? | Letters
Martyn Thomas wonders how any rational person can argue that independent oversight and regulation will be sufficientOnce again a frontier AI model has been withdrawn because it fails safety tests (OpenAI scraps release of new model over safety concerns in internal testing, 28 September). There is th
卫报利空AI 评分2020 Stop worrying about my AI, says multibillionaire Sam Altman. So we bear the risks and he keeps the money | Chris Stokel-Walker
OpenAI’s CEO seems to want to privatise his company’s huge financial gains while making all of us pay for any negative consequencesTech bros’ messianic streaks can show up in subtle ways. But one of Sam Altman’s flaws is that he often lacks that subtlety. “We believe that the world should accept som
财富AI 评分4444 OpenAI人权负责人Sarah Yager谈军事如何使用AI：令她夜不能寐
OpenAI人权与负责任部署负责人Sarah Yager担心军事机构在武装冲突中使用AI，尤其是用于目标识别和自主武器。她称自己正与研究人员、工程师合作改进模型对战争法等国际协议的回应，也在帮助政府监督机构建立追踪政府AI使用情况的工具。
彭博利空AI 评分2929 Bessent Risks Higher Yields If He Axes 20-Year Bond, BNP Warns
Treasury Secretary Scott Bessent should resist calls to ax the 20-year bond, as doing so could send borrowing costs higher, according to BNP Paribas SA.
CNBCAI 评分1414 A new analyst call on Home Depot reflects our feeling on what to do with the stock
We're holding a small position in Home Depot to be ready for when rates eventually fall.
Fast Company利好AI 评分2323 Quantum computing is already here
Every generation inherits problems it didn’t create, alongside tools it didn’t build. Ours are significant: diseases like cancer that we still can’t reliably cure, managing financial portfolios with countless variables in today’s financial markets, or trusting communications about our most sensitive
Fast Company利空AI 评分1919 Coworkers say they distrust each other more than ever
Amid widespread upheaval in the global economy, workplace relationships may be suffering. In the latest edition of its annual Trust at Work survey, public relations giant Edelman found that workers’ trust in their colleagues has fallen to its slowest point in the survey’s history, dropping to 73% fr
Fast CompanyAI 评分1919 Who names the driverless car?
Picture the near future, which is closer than it looks. You open an app and a car arrives with no driver and a non-useful steering wheel. The ride to the airport that costs $70 today will cost $20. Before long, you may not own a car at all. And with that, the brand of the car sent to pick you up wil
Business InsiderAI 评分99 President Trump ranks 12th among the country's richest real estate moguls. Meet the other billionaires in his industry.
President Trump is worth $7 billion, and he earned a bulk of it in real estate. But there are several men who made more than him in the same industry.
WiredAI 评分1212 ‘Artificial’ Roasts AI’s Creators—and Sends a Dark Warning About Its Dangers
From their dorky parties to their weird walks, the movie holds OpenAI CEO Sam Altman and other stakeholders with contempt, while demonstrating their recklessness.
Ars TechnicaAI 评分77 Why is NASA bringing 7,500 contractors back to work as civil servants?
"The administrator's directive is a coherent and necessary vision for the future."
MarketWatch利好AI 评分1717 How Meta’s stock can surge to $1,000, according to the biggest bull on Wall Street
A Wells Fargo analyst warns of a near-term profit hit from AI infrastructure spending and legal costs — but thinks that will set up massive gains by 2028.
彭博AI 评分4040 美国银行分析师认为科技泡沫正在酝酿，建议客户加仓
美国银行策略师建议，对推动纳斯达克 100 指数创下历史新高的科技巨头持谨慎态度的投资者，可通过股票衍生品参与涨势，以规避潜在泡沫破裂带来的冲击。
CNBC利好AI 评分66 What Marvell's rosy long-term guidance means for our AI chip stocks
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
WiredAI 评分1515 OpenAI Is Pissing Off a Bunch of Mathematicians—Again
“There’s a perception of mobster behavior” from leading AI companies, one mathematician tells WIRED as OpenAI prepares to release more than 100 new solutions to unsolved problems.
The VergeAI 评分2323 Our first five impressions of Googlebooks — exciting but underbaked
Googlebooks are here. The first models went on sale Sunday, October 4th, and we received review units of all five Googlebooks about 24 hours ago. Since then, we've been in a mad dash to put the devices through their paces and get a check on what it's like to use these Android laptops. At first […]
Business InsiderAI 评分2626 The Anthropic researcher whose resignation made waves last month says he was 'working to automate' himself
Jacob Coxon, who resigned from Anthropic last month, warned that once AI can conduct its own research, "humans will be much further out of the loop."
Axios利空AI 评分3232 AI tools flood into underground cybercrime markets
Hackers in underground cybercriminal forums are on shopping sprees for new AI tools, according to research shared first with Axios. Why it matters: AI is making once-specialized hacking capabilities cheaper and easier to buy, potentially transforming far more criminals into dangerous hackers.By the
财富AI 评分1919 ‘AI Snake Oil’ author sees chatbots evolving into a ‘truth oracle’—and journalism heading somewhere it hasn’t been in 200 years
Princeton's Arvind Narayanan asked the Computation + Journalism conference to prepare for AI "not as it is today, but as it will be" in five to 10 years.
彭博利空AI 评分1212 Jamie Dimon Warns on AI's Growing Cyber Threat
Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Stocks push toward new highs, but Ray Dalio is sounding the alarm on bonds. JPMorganChase Chairman & CEO Jamie Dimon joins us exclusively on rising debt, dealmaking and AI’s growing cyber threat. Plus, Nvidia nears
CNBCAI 评分2323 How the S&P 500 can be at record highs, while the market remains oversold
The S&P 500's new all-time high Tuesday might just be one of the most hated records in recent memory.
CNBCAI 评分55 Salesforce shares sit at the epicenter of AI confusion. Here's how to trade it
If ever there was a stock that personified the promise and peril of the AI trade, it's Salesforce.