外媒与科技媒体长文、研究号文章
Kevin Mahn, President & CIO of Hennion & Walsh Asset Management, joins Bloomberg's Vonnie Quinn on "Bloomberg Brief" to discuss the concentrated gains on the S&P 500 and the AI ecosystem. (Source: Bloomberg)
Equity markets face a genuine rival in bonds for the first time in decades, according to Savita Subramanian at Bank of America Corp., who also cautioned that elevated investor sentiment leaves stocks more exposed to disappointment than upside.
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.
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
Sensex Today | Stock Market LIVE Updates Wednesday: The GIFT Nifty indicated a negative open for the Nifty50. Asian markets were trading lower
“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。>
As Angelenos bemoan ‘sad situation’, those in San Diego say remark a ‘disservice’ to town with multiple naval basesDonald Trump’s extraordinary implication that Iran could “take out” Los Angeles and San Diego have sparked condemnation across the political spectrum. As residents of the two major west
House Majority Whip Tom Emmer (R-Minn.) is saying out loud what House Republicans have been grumbling about for much of the year: They're fed up with the Senate.Why it matters You won't ever hear Speaker Mike Johnson (R-La.) or Majority Leader Steve Scalise (R-La.) talk about their Senate counterpar
Not just one, but two, major market turning points since 2000 have occurred on that day.
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)
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。
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.
Combo contracts are driving volume growth even as they make up a small, albeit consistent, share of transactions.
The S&P 500's new all-time high Tuesday might just be one of the most hated records in recent memory.
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)
美国软件股升至2026年新高，AI颠覆担忧减弱。
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.
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。
For decades, the S&P 500 has been the preferred benchmark for monitoring the performance of the U.S. stock market. But these days, it is behaving less like a barometer of broad market health and more like a funhouse mirror.
债券上涨、油价下跌缓解通胀担忧，推动标普 500逼近8月以来首个历史高点。OpenAI据称正与BlackRock及阿联酋多家投资基金洽谈，为一轮300亿美元融资寻找主要投资者。
标普500期货上涨0.5%，有望收于两个月来的首个纪录高位。摘要将企业利润保持韧性和油价回落列为推动因素。
Stocks are not expensive in an historical context, seasonal factors are supportive and Goldman Sachs hedge fund research forecasts a record high for the S&P 500 before year-end.
纽约州审计长办公室报告称，NYSE成员公司的券商交易商业务上半年利润为459亿美元，同比增长51.3%，已超过2026年全年453亿美元的预测。若增长速度延续，全年利润可能超过900亿美元；同期承销费增长68%，全球股票发行增长76.5%，债券发行增长11.3%。
Apec forum in Shenzhen plans to move ministers’ meeting online and skip leaders’ retreat
大盘股重获青睐，油价上涨和美债收益率攀升加剧加息担忧。美国10年期美债收益率从2025年底的4.15%升至5.32%，2026年以来上涨117个基点；布伦特原油正测试每桶100美元关口。
Quantitative hedge funds have captured big trends in bonds and oil to outperform the stock market this year.
The wave of voter anger that swept the globe in 2024 is still rolling.
There’s a huge and rare divergence between the two-month returns of the Nasdaq and Dow Jones Industrial Average.
大型科技公司上涨推动股市走高，标普500逼近历史高位，纳斯达克100创下新高。欧洲政治动荡和财政担忧令欧元跌至自2025年5月以来最低水平，长期美债收益率升至数十年高位。
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)
States are taking on the stubbornly high fuel prices squeezing Americans ahead of the midterm elections, pushing through tax holidays and other tactics to offer relief while federal efforts have stalled.Why it matters: With November 3 less than 30 days away, the political stakes of those price-lower
"Bloomberg ETF IQ" focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry. Today's guests: Invesco Global Head of ETFs & Index Strategies Brian Hartigan, TMX VettaFi Investment Strategist Cinthia Murphy, Corgi Chief Invest
The United States Agency for Global Media can’t document 99% of the gear from Voice of America that it dumped in 2025.
Cinthia Murphy, investment strategist at TMX Vettafi, joins Scarlet Fu and Eric Balchunas on "Bloomberg ETF IQ." They discuss multifactor fund resurgence, buybacks, and the recent approval from the SEC for certain commodity 3X ETFs. (Source: Bloomberg)
Drew Pettit, chief investment strategist at Roundhill, joins Scarlet Fu and Eric Balchunas on "Bloomberg ETF IQ." They discuss the new Roundhill S&P 500 Target 10000 2030 ETF (ticker: XX), which allows buyers leveraged exposure to long-term call options that become more valuable if the S&P 500 rises
What will Washington do next if US bond yields keep rising? Reuters
IT之家 10 月 5 日消息，据交通运输部动态研判，10 月 6 日，全国高速公路预计有 79 个服务区充电特别繁忙，主要集中在湖南、河北、广东等省份，大家可通过“e 路畅通”微信小程序查询服务区充电桩运行状态。IT之家整理如下：序号省份所在城市服务区名称编号方向1湖南长沙市横市服务区S71益阳-娄底2湖南长沙市横市服务区S71娄底-益阳3湖南株洲市茶陵服务区S11武汉-深圳4湖南株洲市攸县服务区G0422株洲-炎陵5湖南株洲市炎陵服务区G0422长沙-炎陵6湖南衡阳市常宁西服务区S71娄底-常宁7湖南岳阳市岳阳服务区G0421岳阳-道仁8湖南岳阳市君山服务区G55长沙-岳阳9湖南益阳市马迹
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
Sen. Pete Ricketts is facing an unexpectedly competitive race as ranchers rebel against a White House plan meant to lower beef prices
国庆期间，纳斯达克再创历史新高，恒生科技指数盘中跌至4111点，创一年新低；文章梳理A股硬科技公司赴港上市募资的队列及港股承接情况。2026年至今，港股近120只新股挂牌，合计募资约4000亿港元，新股破发率超过70%；中际旭创、立讯精密和胜宏科技合计募资超过1100亿港元。