Russia kills 11 in one of its biggest strikes on Ukraine, Zelenskiy says - Reuters
Russia kills 11 in one of its biggest strikes on Ukraine, Zelenskiy says Reuters
#美股/全球
外媒与科技媒体长文、研究号文章
路透社AI 评分3737 财富利空AI 评分3838 A $13 billion property mogul is the latest to flee Britain’s new taxes for Monaco, a warning sign as California votes on a billionaire tax
David Reuben's move to Monaco follows a wave of departures since the U.K. scrapped its non-dom regime—and offers a preview of the fight California voters are deciding with Proposition 40.
MarketWatch利好AI 评分2525 A popular tech fund is now overbought. That’s no reason to sell, history shows.
A surge to record highs for technology stocks has pushed them to what is considered by technical analysts to be overbought levels, but history shows investors should not use that as reason to cut their exposure.
彭博AI 评分1515 Europe Trades Fiscal Risk More Than US: Market Analysis
Anna Edwards, Guy Johnson, and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)
彭博AI 评分2323 UBS' De Bock on Le Pen Proposal, European Energy Costs
Reinout De Bock, UBS IB European Rates Strategy Head, joins Bloomberg's Anna Edwards, Guy Johnson, and Tom Mackenzie on "The Opening Trade" to discuss Marine Le Pen's proposals for France along with what to expect with European energy costs as winter approaches. (Source: Bloomberg)
Business Standard利空AI 评分2727 World faces risk cocktail from AI, oil and debt: IMF's Kristalina Georgieva
The rush to develop artificial intelligence is delivering a growth spurt that's so far confined to a handful of countries, Managing Director Kristalina Georgieva said
卫报利空AI 评分2929 IMF chief warns energy shock, public debt and AI boom threaten global growth – business live
Kristalina Georgieva’s warning comes as Brent crude rises above $101 a barrelGood morning, and welcome to our rolling coverage of business, the financial markets and the world economy.The UK housing market has come to a standstill, ahead of the introduction of the government’s Your First Home scheme
彭博利空重大AI 评分4444 IMF负责人称全球面临AI热潮、油价冲击与债务风险交织的挑战
国际货币基金组织称，全球政府必须紧急应对失衡的AI热潮、长期能源冲击和创纪录的债务规模。该组织下周将接待来自世界各地的经济事务负责人。
卫报AI 评分1616 Who owns ‘brain rot’? Inside the international legal drama over a beloved meme
Copyright law in the US only applies to human-made creations, but AI characters like Tung Tung Tung Sahur are challenging thatOne of the most beloved characters in an absurdist genre of online video content has become the center of an international legal battle that could determine where human creat
卫报利空AI 评分4141 欧盟谈判代表赴华磋商，寻求遏制低价混合动力汽车进口
欧盟贸易谈判代表将赴华进行为期两天的关键磋商，寻求达成突破性协议，通过限制中国低价混合动力汽车对欧出口，应对北京每日创纪录的10亿英镑贸易顺差。贸易专员Maroš Šefčovič及团队将于周三启程，谈判预计周四开始并持续至周五深夜。
彭博利好AI 评分1212 From Bitcoin To Tokenization, Crypto Optimism Returns
"Insight with Haslinda Amin" is a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)
彭博AI 评分1414 SpaceX Eyes $40B for Nvidia Chips, Asian Stocks Hold Near Record Highs
"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global
CNBC利空AI 评分4242 淡马锡称人工智能交易平仓是当前市场面临的“最大风险”
新加坡国有投资机构淡马锡表示，人工智能交易平仓是当前市场面临的最大风险。
路透社AI 评分1616 Indian shares open lower ahead of RBI rate decision - Reuters
Indian shares open lower ahead of RBI rate decision Reuters
金融时报AI 评分3434 Robust AI spending sets investors up for another bumper US earnings season
S&P 500 earnings are forecast to rise 27% against a backdrop of stock market highs and elevated longer-term borrowing costs
IT之家AI 评分3434 全球内存短缺缩影：GameStop 二手索尼 PS5 Pro 比新机溢价 55.56%
IT之家 10 月 7 日消息，科技媒体 Tom's Hardware 昨日（10 月 6 日）发布博文，报道称 GameStop 二手索尼 PS5 Pro 标价 1,399.99 美元（IT之家注：现汇率约合 9,397 元人民币），比新机官方推荐零售价（899.99 美元（现汇率约合 6,041 元人民币））高 500 美元（现汇率约合 3,356 元人民币），溢价 55.56%。IT之家附上相关截图如下：网友 u/dicklicker69_- 昨日在 Reddit 社区发帖，自称是门店员工（社区版主已确认发帖者身份），分享了一张 GameStop 的产品定价表格，文件称“二手主机价格将高
路透社利空AI 评分2121 Asia shares weaker, oil up; investors weigh Saudi-Houthi escalation - Reuters
Asia shares weaker, oil up; investors weigh Saudi-Houthi escalation Reuters
路透社AI 评分1313 US forces face curfew, alcohol ban in Japan's Okinawa after murder case - Reuters
US forces face curfew, alcohol ban in Japan's Okinawa after murder case Reuters
IT之家精选AI 评分7575 三星2026年第三季度营业利润预计同比增长近九倍，存储涨价放缓
三星第三季度营业利润预计达106.1万亿韩元，较去年同期的12.17万亿韩元增长近九倍；该预期由路孚特 SmartEstimate 汇总21位分析师预测，自8月末下调7.7%。
推荐理由：三星第三季度营业利润一致预期为106.1万亿韩元，较去年同期的12.17万亿韩元大幅上升，但自8月末已下调7.7%；存储涨价放缓与韩元走强构成预期变化的背景。
Business Standard利空AI 评分2828 Stock Market LIVE: GIFT Nifty down 100 points before RBI MPC meet outcome; Asia mkts decline
Sensex Today | Stock Market LIVE Updates Wednesday: The GIFT Nifty indicated a negative open for the Nifty50. Asian markets were trading lower
路透社AI 评分1919 Transcript of US Vice President Vance interview in Alaska - Reuters
Transcript of US Vice President Vance interview in Alaska Reuters
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。
彭博AI 评分2424 Copper Stable as AI-Driven Tech Stock Rally Holds Near Record
Copper steadied as a rally in tech-related stocks held near record highs on optimism about the artificial intelligence boom.
极客公园AI 评分3434 派拉蒙 1100 亿美元收购时代华纳，好莱坞诞生新巨无霸；月之暗面被曝完成 500 亿美元 PreIPO 融资；微软、Meta 被曝要求员工减少使用 Claude
2026 诺贝尔物理学奖揭晓：把一立方公里南极冰变成望远镜，打开「中微子天文学」 10 月 6 日，2026 年诺贝尔物理学奖授予比利时裔美国物理学家 Francis Halzen，以表彰其「对 IceCube 中微子天文台的决定性贡献，以及发现来自天体的高能中微子」。 Halzen 领导建设的 IceCube 位于南极，把超过 一立方公里的透明冰层本身变成粒子探测器：5000 多个光学传感器被埋入超过两公里深的冰层，通过捕捉中微子极少数与物质碰撞时产生的微弱光线，反推出粒子的来源。 与传统望远镜利用光观察宇宙不同，中微子几乎可以不受阻碍地穿过物质，因此能够携带超新星、黑洞等极端宇宙事件的信息
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)
路透社利好AI 评分4545 路透社：英国《金融时报》称SpaceX拟投入400亿美元采购英伟达芯片
英国《金融时报》报道称，SpaceX拟投入400亿美元采购英伟达芯片。
IT之家AI 评分2323 IT早报 1007：余承东详解华为 Mate 90“拼好网”功能；杨利伟称中国空间站下半年迎来首批外籍航天员；余承东官宣鸿蒙出海；2026 年诺贝尔物理学奖揭晓...
“IT早报”时间，大家好，现在是 2026 年 10 月 7 日星期三，今天的重要科技资讯有：1. 余承东详解华为手机“拼好网”：高铁视频通话卡顿减少 90%，Mate 90 系列首发华为常务董事、产品投资评审委员会主任、终端 BG 董事长余承东 10 月 6 日发布视频，详细介绍了华为 Mate 90 系列首发的多设备互助通信共享功能。>> 查看详情2. 杨利伟：中国空间站将成全球开放实验平台，下半年迎来首批外籍航天员杨利伟在国际宇航大会上表示，中国空间站面向全球科学家开放，两名巴基斯坦预备航天员正与中方航天员配合训练，其中一人将作为载荷专家执行短期飞行任务。载人登月计划也将开展国际合作。>
IT之家AI 评分5555 美国软件股创2026年阶段新高，分析师称AI颠覆担忧被夸大
美国软件股受盈利预期上调推动走高，标普500软件与服务指数周二上涨1.3%，创下自2025年11月以来的最高点位。LSEG数据显示，软件行业2026年预期年收益增长率从3月底的13.8%升至20.6%；分析师称，AI对软件行业的颠覆担忧此前被夸大，但认为更强冲击或在2027年下半年出现。
彭博利空AI 评分3838 Surging Yields Hit Asian Bond Sales as AI Fundraising Trails US
Borrowers in the Asia Pacific are slowing deals in the dollar bond market, with the highest yields in more than two years sapping deal momentum.
金融时报AI 评分6060 SpaceX拟融资400亿美元购买英伟达芯片，Apollo牵头融资
SpaceX拟融资400亿美元用于购买英伟达芯片，融资由Apollo牵头。金融时报称，这笔债务融资显示了支撑AI发展的芯片及其他基础设施投入规模。
彭博利好AI 评分4646 美股创纪录上涨或为亚洲市场定调：市场综述
华尔街创纪录上涨或为亚洲市场定调，交易员关注企业财报。油价高企则可能令利率和全球债券收益率在更长时间内维持高位。
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
Business InsiderAI 评分1515 Trump says Iran could ‘take out’ LA. Its missiles can’t reach that far.
Iran lacks a nuclear program to build weapons capable of reaching California, proliferation watchers say, despite Trump's talk about LA and San Diego.
卫报AI 评分3939 Trump says he is weighing suspension of federal gas tax
President floats idea as voter anger over rising costs threatens Republican hopes in November midtermsDonald Trump said on Tuesday his administration was considering suspending the federal gasoline tax, a sign the president is noticing voter anger over fuel costs a month before the midterm elections
The Verge利好AI 评分5757 Google与Constellation签署20年协议，升级美国六处核电站以供电数据中心
Google与Constellation签署一项为期20年的协议，将升级美国六处核电站，为数据中心增加电力供应。根据新闻稿，该购电协议旨在保障收入，以覆盖现有核电站效率升级成本，Constellation称这代表超过43亿美元的新投资；双方预计未来五年各站新增设备合计带来890兆瓦新增装机容量。
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。
MarketWatchAI 评分1515 Oct. 9 has loomed large in stock-market history. Why investors still shouldn’t buy into an October jinx.
Not just one, but two, major market turning points since 2000 have occurred on that day.