The Bond Market’s Threat to American Hegemony
Look at the US-China spread.
#美股/全球
外媒与科技媒体长文、研究号文章
彭博AI 评分1111 彭博利好重大AI 评分99 Constellation Energy Surges 12% on Google Nuclear Power Deal | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Sally Bakewell, Carol Massar and Jess Menton. (Source: Bloomberg)
金融时报AI 评分1212 There is only one trade
Has every market become a bet on the AI boom?
金融时报利空AI 评分77 ‘Most dangerous product in crypto’ vexes Singapore
City-state averse to risk and scandal tries to distance itself from homegrown Hyperliquid Labs and its popular ‘perps’
CNBC利好AI 评分4949 图表：标普 500 在科技股上涨、油价和美债收益率回落中再创盘中纪录
标普 500 周二盘中重返纪录高位，科技股上涨、油价和美债收益率回落助力股市克服数月来的市场冲击。
卫报AI 评分4444 AI芯片股上涨后，标普500指数和纳斯达克指数创收盘新高
AI芯片股上涨、美债收益率回落后，标普500指数和纳斯达克指数收盘创纪录新高。标普500指数上涨0.58%，首次突破7,800点；纳斯达克指数上涨0.45%，道琼斯指数上涨0.49%。
The VergeAI 评分1515 Save on MacBooks, iPads and Apple Watches during October Prime Day
Amazon’s October Big Deal Days are underway (lasting through tomorrow night), and we spotted a ton of Apple products and accessories in the sale, ranging from laptops and headphones to desktops and more. Some of the deals are only for Prime members, but other retailers are often matching or beating
MarketWatch利好重大AI 评分2929 The S&P 500 is back in record territory as the ‘Magnificent Seven’ ride to the rescue
After trading sideways for much of the past year, the “Magnificent Seven” have been staging a comeback, helping to re-energize a bull market threatened by rising bond yields and stubbornly high crude-oil prices.
经济学人AI 评分55 American investors’ trick to lower taxes: lose money
The taxman is losing patience with the shrewd use of tax losses
Fast CompanyAI 评分33 The best time to book Thanksgiving flights is coming. Here’s the date to know
If you’re planning to fly for Thanksgiving but haven’t booked a ticket yet, you might actually be in luck. Travelers could still have a few weeks before they hit the sweet spot for booking their Thanksgiving flights, according to new data from KAYAK. But wait too long, and those potential savings co
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3333 Deeply Distressed US Loans Rise to Highest Level Since Pandemic, JPMorgan Says
The deeply distressed tail of the leveraged loan universe has grown to levels not seen since the beginning of the pandemic, with technology the single biggest sector under pressure.
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.
CNBCAI 评分1313 How event contract bundles are boosting volume on prediction markets
Combo contracts are driving volume growth even as they make up a small, albeit consistent, share of transactions.
路透社AI 评分5858 美国能源信息署称美国用电量将在2026年和2027年创纪录新高，AI用电增加
美国能源信息署称，美国用电量预计将在2026年和2027年创下纪录新高，AI用电增加是标题提及的背景。Feed 未提供完整正文。
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.
Fast Company利空AI 评分2323 Why America can’t build the iPhone
For six decades, I’ve worked on product design and manufacturing for companies such as Polaroid, Seiko, and Apple, as well as startups. When I worked at Polaroid and Apple, they still had their own factories and chose to go to Asia to build products. As noted in Patrick McGee’s bestseller Apple in C
AxiosAI 评分6666 旧金山联储主席戴利称AI需求可能延长能源冲击
旧金山联储主席戴利称，AI需求可能使芯片供应紧张和能源冲击持续更久，并扩大到数据中心以外的行业。她提到，一些企业正寻求存储芯片远期合约，也开始调整产品设计以减少芯片依赖；汽车、家电等使用的芯片可能受到影响。戴利支持美联储9月加息，并表示是否需要进一步加息取决于关税、油价和AI相关冲击是消退还是相互叠加、持续更久。
CNBC利空AI 评分2020 Boomers' dividend stocks take beating as bond yields rise, with retirement income on the line
As interest rates and bond yields rise, dividend stocks many boomers rely on for income are taking a beating. There are ways to blunt the portfolio impact.
金融时报AI 评分1313 Silicon Valley’s acqui-hire ruse may have passed its prime
Nvidia’s raid on a rival’s top talent has raised hackles among employees not invited to the party
财富AI 评分99 Elon Musk is a trillionaire again—and he’d still be the richest person on the planet even if he gave everyone $90
Musk could buy everyone on the planet a pair of Apple AirPods, a three-course dinner, or a nice pair of Levi’s jeans, and he’d still be the world’s richest with $298 billion.
彭博AI 评分2222 Bessent’s Bend-the-Debt-Curve Hope Seen as More Market Jawboning
Treasury Secretary Scott Bessent’s assurance that US economic growth combined with spending restraint can rein in the federal deficit met with skepticism by market strategists who highlighted the scale of current borrowing.
彭博AI 评分1313 Tech Tries to Power Stocks to Fresh Records Despite Elevated Yields
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance." (Source: Bloomberg)
路透社AI 评分5656 AI颠覆担忧减弱之际，美股软件股升至2026年新高
美国软件股升至2026年新高，AI颠覆担忧减弱。
Ars TechnicaAI 评分2020 Big Oil asks Supreme Court to kill climate lawsuits before trial
Oil companies say federal law should block state climate deception claims.
Business InsiderAI 评分3838 Developers are burned out, disengaged, and facing an AI-powered reset, a survey of 30,000 workers found
Developers are widely adopting AI coding tools, but many are exhausted by the shift and wary of trusting the output, Stack Overflow's survey found.
AxiosAI 评分1313 Trump remarks that Iran could "take out" Los Angeles, San Diego draw backlash
California leaders blasted President Trump after he said during a Monday rally about Iran, "Let them take out Los Angeles. Let them take out San Diego."The big picture: The backlash — and the White House's insistence that Trump was misunderstood — underscored the ambiguity of his meandering speech:
彭博AI 评分1616 Yellen Says Trump ‘Appalling’ on US Allies, Backs Retaliation
Former Treasury Secretary Janet Yellen criticized President Donald Trump’s treatment of US allies, and backed the idea of retaliation for protectionist moves.
彭博AI 评分2424 Brazil Market Euphoria Hinges on Fixes Flávio Bolsonaro Is Yet to Lay Out
Investors are betting Brazil’s election-fueled rally has just begun — a wager that ultimately hinges on a fiscal overhaul markets have long demanded, but still know little about.
彭博利空AI 评分1515 Francia paga por décadas de déficits fiscales y crisis
París enfrenta una factura creciente por su deuda justo cuando la política dificulta una solución. Los mercados se preparan para una volatilidad que podría prolongarse hasta las elecciones.
彭博利空AI 评分3737 Paulsen Sees a 15% S&P 500 Drop as Oil, Rates and Dollar Rise
The higher the wall of worry, the faster US stocks have climbed it, clocking its first record since August on Tuesday. But to Jim Paulsen, the cumulative pressure from $100 oil prices, 5% Treasury yields and an elevated dollar is yet to be felt in a major way.
路透社AI 评分4646 CNN报道美中讨论互访核设施
CNN报道，美国和中国讨论互相访问核设施。
IT之家AI 评分4949 英伟达（NVDA）市值升至5.82万亿美元，创历史新高
英伟达（NVDA）在纳斯达克开盘约20分钟后，市值升至5.82万亿美元，创历史新高，距6万亿美元仅一步之遥。美东时间10月5日，英伟达收盘上涨2.12%至238.90美元，连续第三个交易日以收盘价创历史新高。
The Verge利好AI 评分3939 Google is about to remove free access to Gemini Flash and Pro
Starting on October 9th, anyone using Google Gemini on a free plan will be limited to the Flash Lite model. Free users can currently choose from Gemini Flash Lite, Flash, and Pro, but now you'll need a $4.99/month Google AI Plus subscription to access the standard Flash model. However, that subscrip
彭博利好AI 评分3030 Wall Street Eyes Record Bonuses With Profit on Pace for $90 Billion
New York’s trading and investment-banking firms are poised to deliver record earnings for the industry with profit on pace to exceed $90 billion and bonuses expected to reach an all-time high. Herman Chan of Bloomberg Intelligence has more. (Source: Bloomberg)
CNBC利空AI 评分5252 美国贸易逆差升至1056亿美元，为去年特朗普关税实施前以来最高
美国贸易逆差升至1056亿美元，为去年特朗普关税实施前以来最高。该数据较7月增长13.7%，高于道琼斯1020亿美元的一致预期。
金融时报利好AI 评分4242 标普 500 创新高，AI股票无视债市低迷
标普 500 再创高点，尽管债券市场走弱，AI股票仍表现坚挺。华尔街蓝筹股指数的涨势越来越依赖少数科技股。