外媒与科技媒体长文、研究号文章
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Scarlet Fu, Hema Parmar, Carol Massar and Norah Mulinda. (Source: Bloomberg)
Bond yields are rising from the US to Japan — but the pressure is especially acute in France. How central banks could respond. (Source: Bloomberg)
SpaceX shares have bounced almost 60% off their low in early August, boosted by the company's AI business and Starship progress.
Trump approval at record low; Hispanic voters sour on Republicans, Reuters/Ipsos poll finds Reuters
Reflection AI称，其新模型 Beam 的表现可与中国领先的开源模型相当。随着其与北京方面的竞争加剧，这家初创公司的说法凸显其提升美国竞争雄心。
This past year, OpenAI, Anthropic, and other labs have announced breakthroughs on numerous long-standing mathematical problems, in some cases pushing well beyond what researchers expected current systems to be capable of — including resolving one of the famous Millennium Prize problems. But in class
Russian attacks on Internet, phone services threaten Ukraine’s wartime economy.
美国空军从英格兰撤出的B-1轰炸机曾用于对伊朗发动打击。特朗普以“我们收到威胁”解释美国将远程轰炸机从英国调走。
Want more housing market stories from Lance Lambert’s ResiClub in your inbox? Subscribe to the ResiClub newsletter. Nationally aggregated inventory is up +5.6% on a year-over-year basis between September 30, 2025 and September 30, 2026. That marks three straight months where the year-over-year growt
There's been a lot of doom and gloom from the auto industry lately when the subject of China comes up. Automaker CEOs, in particular, warn that allowing low-cost, high-tech Chinese electric vehicles to be sold in the US would effectively spell the end of their businesses. Hyundai CEO José Muñoz is n
The United States Agency for Global Media can’t document 99% of the gear from Voice of America that it dumped in 2025.
The CLARITY Act failed in the Senate, raising the stakes for which lawmakers return to Congress to shape crypto regulation after the midterm elections.
Even if Toshiba doubles its capacity, analysts say it has a ways to go to catch up with Western Digital and Seagate
摩根大通策略师预计，美国投资级公司债券将在第四季度跑赢美债。其理由包括大型科技公司的债券发行放缓和企业盈利强劲。
US president expected to announce move during trip to agricultural state of Nebraska
US services sector cools in September, price pressures building reuters.com
Sam Altman thinks that the benefits of AI will be so great that "the world should accept some bad things happening" along the way. The OpenAI CEO pointed to hacks, scams, and "other bad things" as costs society should expect to tolerate because "people will do tremendously orders of magnitude more g
美股纳斯达克指数周一（当地时间 10 月 5 日）盘中创下历史新高，多数大型股和成长股上涨。英伟达盘中最高上涨 1.65%，再度逼近历史新高；SpaceX盘中最高涨超 5%，股价创近三个月来新高。Meta、微软和特斯拉均涨超 1%。
Robert Half数据显示，72%的管理者计划提高具备相关AI技能的新员工薪酬，42%认为AI知识带来的溢价高于其他技术技能。美国AI职位招聘信息数量自2023年以来翻倍，平均年薪约17.7万美元，高于非AI岗位的约8万美元。2027年，雇主还计划提高数据科学家等专业岗位的薪酬。
As AI disrupts career paths, Gen Z is already far more worried than millennials or Gen Xers about having enough money for their golden years of retirement.
The Treasury selloff that sent yields to multi-decade highs reflects stronger US growth and competition for capital rather than rising inflation concerns, according to Citadel Securities.
Holiday airplane tickets are up more than 23% this year, according to Hopper.
The US withdrew its bombers from RAF Fairford after an investigation into an alleged planned terrorist attack on the base. At least 10 B-1 bombers used by the US military in the Iran conflict flew out of Fairford on Sunday, suggesting US officials were taking the threat seriously. Last week, five me
U.S.-listed shares of Brazilian fintech and financial services companies rose by double digits in premarket trading on Monday following news that South America’s largest country is heading into a runoff election. Right-wing candidate Flávio Bolsonaro managed to win 47% of the vote, surprising some p
英伟达可持续发展主管Josh Parker主张，美国核能讨论应从是否建设转向如何借助技术安全、快速、规模化建设。文章称，美国电力需求受AI、电气化、制造业回流和机器人发展推动，核电难以满足近期AI用电需求，短期需要多种能源并行。文中还提及NRC将新反应堆许可审查目标推进至18个月，以及ADVANCE Act的后续落实工作。
A drop in oil prices brought some relief to Wall Street, tempering concerns over Europe’s public finances that sent the euro to its weakest level since May 2025. Jack Manley, Global Market Strategist at JPMorgan Asset Management, discusses Euro contagion risk, the Fed, and outlook for US equities an
Airstrikes and artillery hit north Ethiopia after Tigray capital's fall, aid sources say Reuters
美国服务业9月扩张速度放缓，成本压力升至四年多来最大。
The Ankh-Morpork approach to US financial regulation
Microsoft and Wells Fargo landed upgrades, and there's some encouraging M&A activity.
Wall St opens muted as tech stocks take a breather Reuters
Court starts new term hearing Suncor Energy and ExxonMobil’s attempt to stop lawsuits at state levelThe US supreme court begins its new nine-month term hearing arguments Monday in a high-stakes case in which big oil companies are attempting to strike a fatal blow against lawsuits that seek to hold t
What if you never upgraded at all?
This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. People really hate AI, so why can’t they get enough? —Will Douglas Heaven Over the summer I talked to the CEO of Springboards, a startup building an LLM designed
The vast majority of bachelor’s and graduate degree programs pass new rules meant to hold colleges accountable
The vice-president’s recent remarks seek to maintain a posture of strength while they inadvertently expose political realitiesJD Vance has parachuted into the midterm election campaign on a rescue mission in a new guise: a risk management consultant. Speaking in the flat language of the expert hired
企业在选择AI供应商时更加关注数据隐私，部分企业因此寻求降低对OpenAI和Anthropic等前沿模型公司的依赖，并探索“主权AI”。文中所称“主权AI”包括控制AI技术栈，例如使用自有芯片、专有云基础设施及可在自有云环境运行的开放模型。企业也采用闭源与开放模型结合的混合模式；开放模型需要更多技术能力和安全管理，部分处理敏感数据的企业还在自有GPU上运行模型。
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。
Everything you need to know before you reach the office this morning.
Keep an eye on artificial-intelligence spending in the upcoming earnings season, Panmure Liberum’s Joachim Klement said.