体验 Meta 的 Muse 后，分析师 MBI 清仓 Airbnb、加仓 Meta
独立股票分析师 MBI 表示，体验 Meta 的 AI 智能体 Muse 约 10 天后，他清仓 Airbnb 并加仓 Meta。MBI 发现 Muse 可比较 Airbnb 与直接向房东预订的价格，后者便宜约 60%；他认为 AI 智能体可能削弱 OTA 等平台对流量入口和交易撮合的控制。
#研报/观点
外媒与科技媒体长文、研究号文章
IT之家AI 评分4242 Fast CompanyAI 评分1010 What a McKinsey partner’s commentary on women CEOs reveals
Julia Carreon didn’t anticipate that a LinkedIn post promoting her new book would spark an exchange that made a persuasive case for why she wrote the book in the first place. Carreon, a former executive at Citigroup and Wells Fargo, had drawn on her experience climbing the ranks of Wall Street to wr
财富AI 评分3333 ‘We can’t trust them completely’: AI research fellows warn that labs are running models with the safeguards off behind closed doors
Alan Chan and Sam Manning, co-authors with OpenAI's and Anthropic's top researchers, say that many times, "internal safeguards have not been deployed."
MarketWatchAI 评分1212 Falling wages, soaring energy prices and inflation: It’s beginning to look a lot like the 1970s
Is it time to dust off the financial playbook from that dismal decade?
彭博AI 评分2929 Using Decision Science in Investing | Masters in Business with Omar Aguilar
Barry speaks with Omar Aguilar, CEO and CIO of Schwab Asset Management. They discuss his time at Financial Engines, where he worked under Nobel laureate William Sharpe before joining Schwab Asset Management in 2011. They discuss how his doctorate in decision sciences helps him build trust with clien
彭博AI 评分2525 Former Labor Secretary Rob Reich on Sept. Jobs Report
Robert Reich, former US Labor Secretary, discusses persistent inflation, very slow hiring, and wages that trail prices. He speaks with Romaine Bostick on Bloomberg's "The Close." (Source: Bloomberg)
彭博AI 评分3434 Morgan Stanley's Nike Analyst on quarterly earnings
Morgan Stanley's Alex Straton sees Nike sales and earnings softening as the company deals with inventory gluts in North America and China. She speaks with Romaine Bostick on Bloomberg's "The Close." (Source: Bloomberg)
MarketWatchAI 评分1717 Why mixing politics with your stock portfolio might be costing you money
Data shows that partisan ETFs result in higher fees and lower market returns
彭博AI 评分2929 Why Robert Reich Is So Worried About Stagflation
Robert Reich, former US secretary of labor and UC Berkeley public policy emeritus professor, says what worries him most about the US economy is stagflation. He talks about kitchen table economics heading into the election on "Bloomberg The Close." (Source: Bloomberg)
Fast CompanyAI 评分1212 Voting rights protests: List of October events calling on Amazon, Target, and more to defend democracy against Trump
The May Day Strong coalition is calling on corporations, particularly those with ties to President Donald Trump—such as Amazon, JP Morgan Chase, Target, and Palantir—to defend voting rights ahead of next month’s U.S. midterm elections. The group, a federation of labor and community organizers, is be
财富AI 评分3939 Inside ServiceNow’s AIQ data, the widest gap between AI leaders and laggards is training for humans
"Pacesetters" are far likelier to hire and train people up. "It's not just technology," says ServiceNow's Diana David, a "forward-deployed futurist."
MarketWatchAI 评分1111 Does AI have a soul? Pope Leo and Anthropic clash.
The Vatican has laid a moral blueprint for the technology, with Pope Leo maintaining that “algorithms lack the spark of humanity.”
MarketWatchAI 评分33 The best industry to change jobs to get paid more money — and the worst
Finding a new job is one way to get a pay increase at a time when inflation has been outpacing wage growth.
彭博AI 评分3333 Nadia Lovell: Equities Must Earn the Next Leg Up
As stocks rise and bond yields pull back ahead of the jobs report, Nadia Lovell of UBS says she remains bullish on equities, but believes the market’s next advance must be earned. She argues that markets are entering a new investment cycle after years of companies prioritizing financial efficiency t
Ars TechnicaAI 评分44 Research roundup: 6 cool science stories we almost missed
Also: Spooky action at the LHC, Ice Age psychoactive use, yeast for building homes on Mars, and more.
彭博AI 评分2323 Bond Yields Are 'Juicy,' Says Apollo's Slok
Torsten Slok, chief economist at Apollo, joins Scarlet Fu an Tom Keene on "Bloomberg Money." He says the yields you can get now in fixed income are "juicy." (Source: Bloomberg)
彭博AI 评分1717 Need To Think More About Fixed Income: Slok
Torsten Slok, chief economist at Apollo, joins Scarlet Fu an Tom Keene on "Bloomberg Money." They discuss economic tailwinds, inflation, the bond market, AI, and private markets. (Source: Bloomberg)
The AtlanticAI 评分3232 An Argument Against AI Doom
The latest hacks reveal a sprawling cybersecurity crisis.
卫报AI 评分1010 Utilities are public services – and should not be run as businesses | Letters
Readers respond to an article by Will Hutton and Andy Haldane suggesting that they could be run for the public benefitWill Hutton and Andy Haldane advocate “turning [utilities] into public-benefit companies with a primary, constitutional objective of delivering high-quality services, with profitabil
财富AI 评分3434 Top futurist Amy Webb sees Fortune 500 firms suffering from ‘learned helplessness’ with AI, like taxi drivers who need Google Maps
"Let's be fair, Fortune 500 companies are pretty late to the party on this," said Webb, founder and CEO of the Future Today Strategy Group.
财富AI 评分4646 Honeywell与Ecolab谈AI在实体场景中的局限：准确性与成本是挑战
Honeywell和Ecolab高管指出，AI应用于建筑、工厂和厨房面临准确性与成本限制，企业仍需人工参与。Honeywell客户要求准确率达99.9999%，而前沿模型可能约为85%；Ecolab将模型令牌成本降低约70%至80%。Ecolab预计到2027年实现年化节省3.25亿美元。
财富AI 评分3333 We’ve lost about 200,000 creative jobs since the rise of AI. The urbanist who coined ‘the creative class’ said AI is coming for the ‘grind-out jobs’
New York has lost one-quarter of its film jobs. The urbanist who named the creative class says AI will make cities matter more, not less.
MarketWatchAI 评分00 How much higher can bond yields rise — and what does it mean for stocks?
Also in Weekend Reads: Adjustable-rate mortgage loans, Gen Z entrepreneurs and advice from the Moneyist.
钛媒体AI 评分3434 我们选中的Cadre Holdings股票不及预期
本周，这只股票跌破了一个关键的技术支撑位。
Business InsiderAI 评分1212 The Pope decries AI-generated art
Pope Leo XIV spoke out against AI-generated art during a meeting with artists and curators in Vatican City on Friday.
财富AI 评分3030 A Clippy marketing moment with Muse: ‘Meta has given AI a cute face’
As AI companies ask users to hand over their inboxes and credit cards, they're betting a friendly mascot can close the trust gap.
彭博AI 评分2121 Beating Market FOMO: Main Street's Playbook
When markets swing and AI stocks soar, how should everyday investors respond? Edward Jones CEO Penny Pennington joins Bloomberg Open Interest to share what 9 million clients are asking, why diversification still beats FOMO, and how to align your money with real‑life goals across generations. (Source
金融时报AI 评分22 The Ellison credit complex gets a bit more complex
If it wasn’t for the PSKY kid . . .
金融时报AI 评分77 How to meet Burnham’s ambitions on social care
A radical change in culture and systems will be as important as funding
MIT Technology ReviewAI 评分2727 Redefining enterprise intelligence with autonomous AI
Enterprise AI is no longer a future ambition. It is in full operational flight. Model capabilities are advancing faster than most organizations can absorb, while the cost of performance continues to fall. Globally, AI investment is set to reach $2.5 trillion in 2026, up 44% from the previous year. F
The VergeAI 评分3737 Dots get up in Muse’s business
OpenAI's answer to Muse arrived this week, and it looks a whole lot like Muse dressed up in a suit and tie. Dots is a business-first product - for now, at least - costing a minimum of $100 per month. And sure, you can make a cute little Dot character, just like you can make […]
财富AI 评分2222 Ben Affleck says predictions that AI will wipe out jobs—or kill us all—are just propaganda: ‘In fact, more people technically are being employed’
Fears that AI could wipe out humanity are overblown, says Hollywood star Ben Affleck, who sold his AI startup to Netflix for $587 million earlier this year.
彭博AI 评分3232 Rebecca Patterson Sees Fed Dissents Coming After United Front
Rebecca Patterson, the former Bridgewater Associates LP chief investment strategist, warned that the US Federal Reserve’s unanimity on last month’s interest-rate hikes is likely to crack in October as policymakers diverge over next steps.
彭博AI 评分3030 Snap-on CEO on Tariffs and China Risks
Snap-on CEO Nick Pinchuk joins Bloomberg Open Interest to discuss US manufacturing conditions, including rising diesel and material costs, how large vs. small manufacturers are coping, the impact of reshoring on hiring and why tariffs and Chinese competition are central to long-term planning. (Sourc
彭博AI 评分55 We’re Speaking to Don Wilson at Odd Lots LIVE in Chicago
Plus some thoughts on the bond market and statecraft.
CNBCAI 评分1515 The sector in the cross hairs of the bond sell-off looks poised for a bounce, says Mike Khouw
An interesting tug of war is happening in one of the market's hottest sectors: utilities.
PoliticoAI 评分00 October
Political cartoons from the desk of Matt Wuerker
Foreign AffairsAI 评分22 Brazil’s Election Won’t Fix What’s Broken
Reckoning with the country’s real crisis.
WiredAI 评分1313 Trump’s Crazy AI Rebrand Was a Loyalty Test for Tech Execs—and It Worked
For years these billionaires gushed obsessively about AI. But they meekly went along when Trump cancelled the term.
Business InsiderAI 评分1919 The logic behind Trump sending out $500 checks to nearly 1 million Americans, according to policy experts
President Trump may be trying to pick up votes, "taking a dig" at the Biden administration, or making an ideological point, two policy gurus told BI.