Consumer internet majors set for robust revenue growth in Q2 FY27
Blinkit and food delivery players may post strong growth, while Instamart losses could widen; Meesho and PhysicsWallah are expected to show margin improvement
#研报/观点
外媒与科技媒体长文、研究号文章
Business StandardAI 评分1515 财富AI 评分4343 顶级经济学家警告：Kevin Warsh领导的美联储面临高利率推高租金的住房“恶性循环”
Apollo首席经济学家Torsten Slok警告，Kevin Warsh领导的美联储面临高利率推高租金、租金再加剧通胀并使利率维持高位的住房“恶性循环”。9月，FOMC一致加息25个基点，基准利率升至3.75%至4%；8月新屋开工和完工量均低于7月。市场普遍预计美联储下次会议维持利率不变，但分析师整体仍认为利率可能走高。
财富AI 评分1818 OpenAI’s Altman: ‘The world should accept some bad things happening for the benefits of this technology’
Everything you need to know before you reach the office this morning.
MarketWatchAI 评分3434 An AI ‘reality check’ may take the S&P 500 to 5,000. Here are the trades to make, this strategist says.
Keep an eye on artificial-intelligence spending in the upcoming earnings season, Panmure Liberum’s Joachim Klement said.
MarketWatchAI 评分88 ‘People in the U.S. need to wake up’: As a mortgage loan officer, I rejected wealthy couples due to overspending. We’re all heading for trouble.
“We’d better get real quick or we’re going to have a financial crisis that makes the Great Recession of 2008 look like a picnic.”
彭博AI 评分2626 ECB Should Stop Bond Roll-Off Amid Turmoil, Bini Writes in FT
The European Central Bank should halt quantitative tightening to remove a source of financial-market uncertainty, former Executive Board member Lorenzo Bini Smaghi said.
彭博AI 评分3333 What’s Driving the Global Bond Selloff? Your Questions Answered
Yields are climbing almost daily all around the world as the bond selloff continues. What’s driving this selloff and how much higher can yields go? Bloomberg’s Ruth Carson answers some of your questions. (Source: Bloomberg)
金融时报重大AI 评分1414 Putin’s nuclear threats no longer work
The weakening of Russian deterrence has global implications — and they are not all positive
路透社利好AI 评分2323 Goldman sees US data center growth intact despite opposition - Reuters
Goldman sees US data center growth intact despite opposition Reuters
MarketWatchAI 评分3636 The bond selloff is opening up rare opportunities for investors. Here is where to look, says major bank.
The chief investment office at Standard Chartered said bond and money markets have been overly hawkish on the Federal Reserve.
彭博AI 评分2727 Morgan Stanley’s Wilson Sees Earnings-Led Upturn in Industrials
A steep drop in US stock valuations since early summer has left some areas of the market looking attractive as earnings growth shows few signs of waning, according to Morgan Stanley strategists.
CNBCAI 评分1818 Satya Nadella reinvented Microsoft once. Can he do it again in the AI era?
After replacing Steve Ballmer in 2014, Satya Nadella turned Microsoft into a cloud giant. Now he's tasked with making the company a force in AI.
卫报AI 评分1818 Trump’s recent statements on the economy are even more bonkers than usual | Steven Greenhouse
Our ‘genius’ president is revealing his ignorance of economics, fueling concerns about the threat he poses to the worldDonald Trump recently made a bold claim about his abilities, writing on Truth Social: “The only control or ‘guardrails’ that AI needs is a STRONG AND SMART (High IQ!) PRESIDENT, and
金融时报AI 评分1717 A Chinese billionaire reckons with the limits of building AI across borders
One-time gaming tycoon Chen Tianqiao bet billions on a second act in agentic research but ran headlong into US-China trade tensions
金融时报AI 评分2020 Bond turbulence means it’s time for the ECB to put QT on hold
Prudence suggests a halt by the central bank until more stable conditions are restored
钛媒体AI 评分6363 快手的视频Agent会不会来晚了？文章对比可灵、likli与同行布局
文章梳理快手9月28日推出的两项动作：likli开启内测，可灵宣布Kling 4.0将于10月上线，Kling 4.0 Flash向黑金年卡会员开放小范围体验。
The VergeAI 评分1313 Our minds aren’t equipped to handle AI
Norbert Wiener, godfather of cybernetics, once said, "The thought of every age is reflected in its technique." For the past century, our thought has been reflected in our computers, including by those in the AI industry. Google's Demis Hassabis calls the brain "a biological approximation to a Turing
卫报AI 评分1313 The UK’s G20 presidency will push Andy Burnham to the centre of the global stage. What will he use it for? | Michael Jacobs
This is a chance for the PM to advance his progressive agenda and tackle urgent issues such as AI regulation and climate actionAmong the many crucial decisions Andy Burnham has to make over the next few weeks, one has gone almost completely unremarked: what Britain’s priorities will be when it assum
AxiosAI 评分3232 Strong data. Bad vibes. Voters are judging Trump's economy by prices.
President Trump's economic data keeps getting stronger. His economic polling keeps getting worse by the day.Why it matters: The midterms are less than a month away, and the administration is circling the drain on voters' No. 1 issue.It may be too late to change that, but it's also not clear anyone h
MarketWatch利好AI 评分2323 The average U.S. stock is quietly getting crushed. Morgan Stanley says these ones are worth buying now.
Investors have fallen out of love with a large chunk of stocks, such as industrials, and Morgan Stanley sees an opportunity to pick up some names on the cheap.
彭博利空AI 评分3535 Hermès Gets Rare Sell Calls as Goldman, UBS See Weaker Growth
Hermès International SCA was hit with its first sell ratings in more than a year, as analysts at Goldman Sachs Group Inc. and UBS Group AG warned the Birkin-maker’s era of impressive growth is coming to an end.
路透社AI 评分1414 COMMENTARY: Oil's new problem isn't supply. It's logistics - reuters.com
COMMENTARY: Oil's new problem isn't supply. It's logistics reuters.com
Foreign AffairsAI 评分77 The Triumph of Tech-Fueled Propaganda
America isn’t ready for the next wave of foreign influence operations.
Foreign AffairsAI 评分99 China’s Long Twilight
Demographic decline, political paralysis, and the fate of great powers.
Business Insider利空AI 评分4545 硅谷创始人青睐的融资来源：亲友圈
一些硅谷创始人选择通过家人、朋友和成员融资，以较小规模的投资和经营收入发展公司，避开传统风险投资融资路径。Our Third Place 采用这一方式，在40个城市拥有1,800名会员；全球风投交易数从2022年第一季度的逾17,000笔降至2026年第二季度约8,500笔。
Business InsiderAI 评分2020 The midterms will come down to the cost of everything — and who voters trust to fix it
It's almost election time in America, and voters in swing states are looking at their wallets — and gas prices — at the ballot box.
财富利好AI 评分4545 欧洲的工业遗产能否为其带来 AI 优势？
欧洲 AI 投资和产业规模落后于美国，西门子高管 Peter Koerte 认为，欧洲制造业积累的工业数据可能成为发展工业 AI 的优势。西门子计划未来三年投资超过 10 亿欧元发展工业 AI，其工业基础模型仍在开发中，Koerte 称该模型有望将工程周期缩短最多 40%。他认为 AI 发展需要跨境合作，完全的技术主权并不现实。
财富利空AI 评分5858 《财富》分析“China plus one”策略给东南亚带来的收益为何低于预期
《财富》分析认为，“China plus one”推动工厂、出口和就业流向东南亚，但该地区获得的收益不均，设计、核心零部件和工艺知识仍多留在其他环节。越南2025年GDP增长8.0%，对美出口增长28.1%至1532亿美元，同时自中国进口增长近30%至约1830亿美元。文章还讨论了美国关税、供应链回流中国以及中国商品进入东南亚市场对当地制造业的影响。
彭博利空AI 评分4646 《Odd Lots》播客：美国国债为何再度变得风险更高
《Odd Lots》播客邀请芝加哥大学副教授、芝加哥联储常驻学者 Carolin Pflueger，讨论美国国债收益率与全球债券收益率同步飙升的原因，以及债券是否正变得更具根本性风险。节目还探讨投资者若无法再用政府债券对冲股票会怎样，以及市场对美联储“反应函数”的预期如何影响这一问题。
Business Standard利好AI 评分1818 India economy strong; energy security, jobs key to growth: N Chandrasekaran
Chandrasekaran -- who was recently handed his third five-year term at the helm as Tata Sons Chairman amid an intense boardroom battle-- further said the Indian economy is doing very well
彭博AI 评分1010 Why AI Stocks Are Ignoring Bond Market Warnings
"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)
量子位AI 评分2626 刚刚，Hinton发了首篇RSI论文
AI已经开始真正进入「造下一代AI」的流水线
Business Standard利好AI 评分2424 HDFC Bank: Anup Bagchi at helm lifts overhang; brokerages share outlook
Analysts at Motilal Oswal Financial Services (MOFSL) said Bagchi's appointment removes a key overhang around HDFC Bank's leadership succession.
Business InsiderAI 评分2323 Ben Affleck says he had a ‘heart attack’ when he first saw what AI could do — then he used it in his movie
Ben Affleck said he spent eight months shooting a large collection of footage to train existing AI models for filmmaking tasks.
卫报AI 评分1313 Monday briefing: You asked, we answered – how will the US midterms go?
In today’s newsletter: As Americans get ready to vote on whether the Republican party remains in control of Congress, our Washington editor talks about the disconnect between Trump and his supportersGood morning. Later today, Donald Trump will be in the state of Nebraska to rev up supporters as he k
MIT Technology ReviewAI 评分1414 EmTech Future 2026: When AI Meets Everything
Yossi Matias, Vice President & Head of Google Research, explores how AI is beginning to reshape biology, infrastructure, manufacturing, and science, and why its greatest impact may come when it intersects with other fields. Step inside the newsroom with our MIT Technology Review editors for sharp an
Business InsiderAI 评分99 After 11 years on an H-1B visa, I still miss my family back home. Here’s why I stay in the US.
Abhradeep Chatterjee shares what it has been like living on an H-1B visa, including missing an uncle's funeral and a cousin's wedding.
彭博AI 评分1717 Africa’s Investment Focus on Minerals & Data Centers
Critical minerals and data centers remain top investment opportunities in Africa, according to Bloomberg Businessweek’s latest Investors Guide to Africa. Bloomberg’s Chief Africa Correspondent Jennifer Zabasajja reports (Source: Bloomberg)
金融时报AI 评分1010 UK urged to embrace cheaper AI models
Head of Alan Turing Institute calls for wider debate over technology’s rollout as fears over risks grow
金融时报AI 评分1919 Banks will lobby Healey for capital rules cut, says senior MP
Chair of the Treasury select committee says chancellor cannot ignore global shift to lower capital requirements