Business

McDonald's wages war on KFC in Japan as consumers crave chicken

US midterms live: Nasdaq plunges 5.5% on AI regulation fears

Data centers, rare earths among top priorities in Japan's growth strategy

How Japan and Thailand lay bare Asia's electrification challenge

Japan's Fuji TV goes all in with AI for drama production

Japan to back Vietnam's small-reactor push in revived nuclear cooperation

Foreign-student spending in Japan hits $4.3bn amid soft yen

Democratic 'blue wave' may buoy yen if AI trade reverses: FX traders

Putin seizes control of Japan Tobacco units as Moscow-Tokyo ties fray

Japan contractor's AI-guided tunnel boring outperforms human operators

Sony raises annual profit forecast on Spider-Man hit, gaming gains

Indonesia's GDP grows 5.5% in Q3, helped by government spending

Toyota ready to 'regain market share' in China on expanded local sourcing

Taiwan's chipmakers shine brightest in living memory

Asian stock markets drop as Democratic win stokes fears over AI scrutiny

Hong Kong activist Joshua Wong sentenced to 10 years for foreign collusion

China says trade barriers block tech imports, fueling its surplus

DBS chief warns of 'choppy' equity markets after US midterms

France's Tikehau, Natixis look to Asia as US data center boom raises risks

China's curbs on tungsten used in drill bits squeeze AI supply chain

Indian capital doubles parking fees, asks 50% remote work to curb pollution

North Korea's patient cyber operations pay off in crypto

Malaysia's main opposition calls for greater power for states

Japan logistics startups expand cold food networks in Malaysia, Vietnam

Fast-growing India is the next North America for Japan's Marubeni: CEO

Toyota to bring Celica back to premier rally racing after 32-year break

U.S. Steel grows to 40% of Nippon Steel profit as prices surge

The price of building Japanese stealth frigates in Australia

China-Japan row over Takaichi's Taiwan comment enters 2nd year

Tech stocks log worst day since 2020 as carnage comes to the AI trade

The S&P 500 lost an estimated $2.9 trillion in market capitalization, the largest one-day loss of market value on record.

DraftKings Plunges on 2027 Forecast That Misses Estimates

DraftKings Inc. gave a forecast for earnings in 2027 that missed the average analyst estimate, while also cutting its outlook for fiscal 2026. Third-quarter re…

Buy the dip or wait it out? Young investors react as retail stock selling hits one of its highest levels since COVID crash.

Some see another buying opportunity. Others fear the worst isn’t over. A market rout is testing the instincts of a generation raised on quick rebounds.

The ‘Musk selloff’ deepens as Tesla and SpaceX combine for $456 billion two-day wipeout

Investors worry a divided Washington could derail “Elon, Inc.”

After tech-stock rout, October jobs report could bring relief — or more pain

After a tech-led meltdown in the stock market, the October jobs report on Friday morning could bring investors some encouraging news — or add to their misery.

Is this ‘the big one’ for the stock market? Wall Street sounds off as tech plunges.

A punishing selloff in the tech space caused carnage in the stock market Thursday, one day after equities saw a big bounce after the Democrats swept Tuesday’s…

Micron, Sandisk and other AI stocks see steep drops: ‘Investors don’t like uncertainty’

Wall Street is digesting the prospect of a slower AI buildout in the wake of the midterm election results.

As Nvidia’s stock enters a bear market, bargain hunters see a golden buying opportunity

Portfolio managers say chip demand should be resilient even in a period of political uncertainty.

What Anthropic’s IPO Means for the ETF Market

In this episode of Trillions , we also look at the industry’s latest trends and the Vanguard-BlackRock rivalry.

5 of this year’s biggest stock losers that are good bets in 2027

One year’s worst performers often beat the market the next

Bloom Energy’s stock is one of the S&P 500’s biggest losers amid fears of data-center delays

Bloom Energy shares got swept in by tech stocks’ sharp selloff Thursday, as investors fretted that the data-center buildout was at risk of stalling in the afte…

Traders flock to Treasury market for safety as tech-led stock selloff deepens

A record $8 trillion in cash is now also on the sidelines in U.S. money-market funds, according to the Investment Company Institute.

BofA Rejigs Global Credit Trading Businesses to Boost Liquidity

Bank of America Corp. is combining its global credit macro, fixed income exchange-traded fund, and high-grade corporate bond trading businesses into a single p…

Grindr Lifts Outlook, Expects to Meet 2027 Targets Ahead of Plan

Grindr Inc. raised its guidance for the current year and said it expects to meet its 2027 targets about 12 months ahead of schedule, signs the company has been…

Lyft Posts Surprise Loss on Settlement, Gives In-Line Outlook

Lyft Inc. issued a quarterly ride bookings and earnings forecast that met expectations and posted a surprise loss due to an earlier legal settlement related to…

Japan's Koito looks to keep lighting way with smart automotive lamps

Analysis: How a secret feud ignited Xi Jinping's governance drive

US midterms live: Nasdaq tumbles more than 5% on AI regulation fears

Canada to Reform Bank Ownership Rules in Bid to Stoke Competition

Canada’s finance minister unveiled proposed changes to the ownership rules for banks, seeking to make it easier for mid-sized lenders to gather deposits and gr…

‘I have no financial safety net’: I’m 66, rely on Social Security and have just $500 in savings. What hope do I have?

“Sometimes I wonder whether wealthier Americans should trade places with people like me.”

The 2027 tax brackets are out. See what the standard deduction and SALT tax breaks will be.

The tax brackets at the heart of Americans’ income-tax bills will be adjusting at a steeper level in 2027 compared to this year, underscoring inflation’s rekin…

Now the Market Is Selling Off for Real

Some thoughts on markets and politics.

High Yield Credit Quality In Good Shape: Skiba

Pilar Gomez-Bravo, fixed income portfolio manager at MFS Investment Management, and Andrzej Skiba, head of BlueBay US fixed income at RBC Global Asset Manageme…

Japan lender leads $600m credit line to help Malaysia's Petronas cut CO2

Toyota supplier buys Nissan-linked peer amid China competition

Sohn Hearts and Minds Queenstown 2026: Live Updates and News

CCC's Stress Relatively Well-Contained: Gomez-Bravo

Pilar Gomez-Bravo, fixed income portfolio manager at MFS Investment Management, and Andrzej Skiba, head of BlueBay US fixed income at RBC Global Asset Manageme…

This pancreatic cancer treatment is on track for ‘one of the best drug launches of all time’

Revolution Medicines’ brand-new treatment brought in far higher sales than expected in its first few weeks on the market.

Trump’s Iran war has changed the future of Social Security

It’s a mathematical certainty that the Iran war is going to have an enormous influence on the future of retirement in America.

How to Get Exposure to Anthropic Through ETFs Before and After the IPO

We’re looking at two distinct waves of products.

Japan's scandal-hit Nidec to have $3.8bn in credit lines renewed

Mexico Unexpectedly Cuts Interest Rate to Four-Year Low of 6.25%

Mexico unexpectedly cut interest rates to a four-year low as spare capacity in the economy gave the central bank room to resume monetary easing.

Mystery Seller Puts Up $500 Million Data Center Loans Backing Stargate, CyrusOne

A roughly $500 million portfolio of data center loans has been put up for sale all at once, in a rare auction that comes just days after a Democratic sweep of…

Goldman Sachs Traders See Surge in Calls as AI Stock Selloff Deepens

The stock-market trading desk at Goldman Sachs Group Inc. is being flooded with calls from investors trying to get a sense of how much deeper Thursday’s techno…

White House Reviewing SEC’s Proposed Crypto Broker Rule Changes

The White House is reviewing a US Securities and Exchange Commission proposal to change how brokers can work with digital assets.

Argentine Markets on Edge as Peso Repo Rates Soar to 190%

Argentine financial markets sank Thursday, with dollar bonds leading emerging-market losses and overnight repo rates surging amid growing worries about the gov…

My 93-year-old father changed his will at the 11th hour, leaving my brother his entire $500,000 estate. Can I challenge it?

“My brother had no job and needed a place to live.”

Two months after my father’s funeral, my stepmother asked me to repay his $40,000 wedding gift. Should I do what she says?

“About two months after his funeral, my stepmother called and said she wanted the money back.”

Democrats’ big election win revives a difficult Social Security question: Who pays?

There are many ideas for saving Social Security. All of them will hurt.

Lula Consults Mantega, Leftist Economists on Plans for New Term

President Luiz Inácio Lula da Silva kicked off discussions over economic policy for his next term by meeting with a group of left-leaning economists, including…

I’m 65 and worth more than $5.6 million. Can I buy a $200,000 camper even though the price feels ‘crazy high’?

Math may be cold and unemotional — but finances are not.

Webull to Pay $4.2 Million Finra Fine Over Compliance Issues

Online retail brokerage Webull Financial LLC will pay a $4.2 million fine for allegedly failing to implement anti-money laundering controls and guard against c…

Japan's trading house chiefs warn of uncertainty after US midterms

US midterms live: Nasdaq tumbles 4% on AI regulation fears

Japan wants US tech companies to share undisclosed software flaws as risks mount

FBI Arrests Mexico Judge Tied to Ex-Olympian’s Drug Running Case

US agents arrested a Mexican judge on charges he accepted a $2 million bribe to free an alleged Canadian drug trafficker accused of working for the network led…

How to buy a new car for under $30,000 in this economy

Consumers burdened by the high cost of gas, insurance and maintenance are driving up demand for those low-cost cars.

Post-Election Rally Cools on Growing Pressure for AI Buildout

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program b…

Duke Energy's Data Center Bet

Duke Energy says it can meet rising data center demand without shifting the costs to households. CFO Brian Savoy joins Bloomberg Open Interest to explain how h…

The Data Center Fight Is Just Beginning

Voters across America have not only come out against data centers, but also presented a challenge to the AI billionaires behind them. Victorious Democrats must…

The year’s most successful stock-market trades are unraveling — perhaps for good

Wall Street’s top trades of 2026 are coming undone as a violent rotation rattles the U.S. stock market.

US Companies Announce Fewest October Job Cuts in Three Years

US employers announced the fewest number of job cuts for any October since 2023, while hiring plans picked up as companies began gearing up for the holiday-sho…

A record number of first-time home buyers now pay in cash. Here’s where they get the money.

All-cash buyers are becoming more common, despite a housing market that’s been struggling with affordability issues.

Indonesia chief of staff sacked for allegedly wiretapping President Prabowo

Tencent says its Hy4 joins 'top-tier' of open-source AI models

An Anthropic IPO when the AI trade is this turbulent? Goodspeed!

Wall Street takes a harder look at AI costs after historic midterm results. Plus, the upside to Apple’s lack of artificial-intelligence spending.

More Americans Are Relying on Inheritance to Buy First Home

First-time homebuyers are not only historically old but also increasingly reliant on family wealth.

Treasuries Soar as Tech-Stock Selloff Stokes Haven Demand

Treasuries surged as the Democratic sweep in this week’s US midterm elections sparked a selloff in shares of large US technology companies that stoked demand f…

SpaceX Default Risk Hits Record High in Tech-Driven Credit Slump

SpaceX and CoreWeave Inc. were among the biggest casualties in a broad-based credit slump Thursday, as renewed fears that a Democrat sweep will bring tighter r…

JBS e bancos são alvo de queixas na Europa por desmatamento

Dayanne Sousa conta sobre como a JBS e bancos são alvo de queixas na Europa por desmatamento. Com produção e edição de Gisele Fernandes. (Source: Bloomberg)

‘My life could be cut short’: I’m 55, married and have a brain tumor. Should I splash out on a $210,000 Porsche?

“I also want to preserve the opportunity to leave a meaningful legacy for my two sons.”

Codelco Chair Eyes Overhaul After Production Scandal

Codelco’s chairman plans to propose a restructuring of the Chilean state-owned copper giant that would go beyond corporate governance, as its new leadership se…

Bank of England Weekly Report 4 November 2026

Our weekly report contains the latest data on our assets and liabilities. We publish it every Thursday.

Learning from ‘Love Is Blind’ money drama

Hear me out: These reality-TV couples are having really important conversations about love and money heading into tonight’s finale.

September Fed Rate Hike Was a Mistake, Miran Says

Former Federal Reserve Governor Stephen Miran says raising interest rates in September was a mistake and not necessary. Miran also says he's enthusiastic about…

US midterms live: Toyota sees big change but notes uncertainty remains

Billionaires aren’t off the hook for higher taxes, even if they did dodge California’s wealth tax

Silicon Valley spent big to kill California’s wealth tax — but incoming Democrats are eyeing a national fight.

The wealthiest 10% of Americans are pulling ahead of everyone else. This is what’s making them richer.

The wealthiest 10% have a median net worth that is $800,000 greater than it was three years ago.

How do Americans feel about the midterm results? It depends on how much money they make.

Most Americans are “thrilled” or “happy” about the results of this year’s election. Some are especially so.

This is the secret sauce for the economy — and it’s showing up in faster U.S. growth

Americans are unhappy about the economy, they’re worried about artificial intelligence and they took their frustration out on Republicans in the U.S. midterm e…

Banco do Brasil enfrenta aumento da inadimplência no agro

Matheus Piovesana conta sobre uma das saídas para o Banco do Brasil enfrentar o aumento da inadimplência no agronegócio. Com produção e edição de Patricia Xavi…

Wendy’s Rejects Takeover Bid From Peltz's Trian

Wendy’s Co. board unanimously rejected an offer from a group led by Nelson Peltz’s Trian Fund Management to buy out the burger chain for about $1.4 billion, sa…

The BOE Decides | Special Coverage

The Bank of England warned inflation is on track to hit almost 5% next year as policymakers voted unanimously to raise interest rates and signaled another hike…

Lower-Income Nations Face Highest Debt Costs Since 1989: World Bank

Emerging economies’ external debt climbed to a record $9.4 trillion in 2025, according to the World Bank, boosted in part by the poorest nations facing borrowi…

Five Credit Portfolio Managers Leave Hedge Fund Brevan Howard

At least five portfolio managers focused on credit trading at Brevan Howard Asset Management have left the hedge fund firm, the latest sign of fallout from mar…

Milei frena embargos que asfixiaron a pequeñas empresas

La presión fiscal sobre las pequeñas empresas se convirtió en un problema político para Javier Milei, mientras comerciantes que lo apoyaron cuestionan ahora su…

1亿卖“闲置”预增利5500万，康惠股份用存量资产换转型时间

这是康惠股份易主一年多来，转型路径的一次集中投射——一边通过资产处置获取一次性收益、平滑利润表，一边推动算力业务从签约阶段进入运营兑现期，同时对原有医药资产做重新摆布。

Three things that explain what’s changing with Obamacare in 2027

Affordable Care Act premiums are increasing again, and these plans have new rules.

My wife cried when I found out she had only $80,000 in her 401(k). I have $2.2 million. Am I wrong to be shocked?

“When I brought up retiring last spring, she said she was ready whenever I was, and I took that to mean we were in good shape.”

US Jobless Claims Fall Below Estimates to 189,000

Applications for US unemployment benefits fell by 6,000 to 189,000 last week. Continuing claims rose 23,000 in the week ending Oct. 31. Enda Curran reports on…

Fed’s Hammack Says Restrictive Rates Needed to Cool Prices

Federal Reserve Bank of Cleveland President Beth Hammack said interest rates need to be restrictive to bring inflation to the central bank’s target, and more f…

Qualcomm’s stock falls as twin forces pressure sales

Qualcomm faces the loss of Apple’s business and the negative impact of high memory costs on overall smartphone demand.

Another Drop in Rhine Water Levels Risks Even Higher Barge Rates

Water levels on the Rhine River are forecast to drop again in the coming days, threatening to push barge rates even higher and continuing to choke many deliver…

US Labor Productivity Increases at Fastest Pace in a Year

US labor productivity accelerated in the third quarter at the fastest pace in a year, suggesting a capital spending boom is translating into greater efficiency…

BofA’s Cabana Says It’s Premature to Call End to Fed’s Hiking Cycle

Mark Cabana, co-head of global rates strategy at BofA Securities, explains what he sees markets getting wrong on pricing in interest-rate hikes from the Federa…

Election Raises Hurdle for Data Center IPOs After Peers Drop

A flash of anger from voters toward artificial intelligence infrastructure raised the bar for IPO candidates providing computing power to fuel the technology’s…

Soaring Gas Costs Squeeze Out Europe’s Negative Power Prices

German and British wind farms generated unusually large amounts of electricity in October. Yet something that has become increasingly familiar during periods o…

BOE Sees Case for Another Rate Hike If Iran War Doesn't End

"I'm not going to sign up to the two-and-done point," Bank of England Governor Andrew Bailey says when asked if a second interest-rate increase is on the cards…

Hedge Fund Adviser LB Macro Sees US Midterms Boosting Dollar

Dollar bears may be misinterpreting the impact of US President Donald Trump’s setback in the midterm elections, according to a former head of strategy at Breva…

‘It seems bizarre’: We’re in our 80s with $950,000 in traditional IRAs. Why is our adviser pushing Roth conversions?

“Our basic living expenses are covered by $110,000 in annual pensions and Social Security.”

BVK Pension Fund Raided Over US Investments, Prosecutors Say

Munich prosecutors raided German pension fund group BVK over its troubled US property investments just two days after the investigators had searched asset mana…

Cocoa Falls to One-Month Low as Warehouse Stockpiles Rise

Cocoa futures in New York fell to the lowest level in a month as rising stockpiles and muted demand growth provide more of a cushion against weather risks in k…

A prolonged war in Iran is the market’s real ‘black swan,’ says this strategist

Alicia Levine, of BNY’s wealth management business, said markets have not priced in the possibility of the war in Iran lasting for a long time.

‘He was heartbroken’: My husband’s kids abandoned him when he was dying. Was he right to leave everything to me?

“In the end, he left them a few sentimental mementos, some collectibles and old photographs.”

Arkhouse Pushes Diller’s People Inc. to Pursue Buyback, HQ Sale

Activist investor Arkhouse Management Co. is pushing Barry Diller’s media company People Inc. to pursue stock buybacks and sell its New York City office buildi…

Tech Rout Erases Record $2.3 Trillion in Value as AI Fears Grow

Technology stocks plunged the most since 2020 on Thursday as investors exited the sector on concerns over the artificial intelligence trade after Democrats swe…

Robot maker Agility starts trading today — but its steep losses are raising red flags

Agility is going public via a SPAC merger that one executive says will give it a “first-mover advantage.”

Russia Refinery Payouts Hit Highest Since 2022 in Blow to Budget

Russian subsidies paid to oil producers for keeping road fuels in the domestic market climbed to the highest in more than four years, eating into the Kremlin’s…

Interest rates could go ‘significantly higher’ if oil prices keep climbing — even if the Iran war ends soon

Strategists at Bank of America found a dramatic correlation between interest rates and oil prices in the U.S., U.K. and Germany.

BOE Rate Hike a ‘Big One and Done,” Says BNY’s Yu

“Probably it’s an insurance move,” says Geoffrey Yu, senior market strategist at BNY, as the Bank of England voted 8-1 to raise rates by a quarter point. He se…

The real test for the artificial-intelligence buildout is what happens in 2028, analysts say

JPMorgan’s Michael Cembalest is worried about data center build-outs following midterm elections, and he’s looking two years ahead.

I constantly attend free meals hosted by people promoting annuities. Am I flirting with disaster?

“Salespeople typically push annuities, Medicare plans and estate-planning services.”

BOE Hikes Rates, Warns of Rising Inflation

The Bank of England raised interest rates by a quarter point to 4%, while warning inflation is on track to hit almost 5% next year and signaling another hike i…

China Weighs Global Diesel Lifeline Against Tight Domestic Market

New export quotas could spur more fuel shipments, but only if Beijing can meet its own needs.

Monetary Policy Report - November 2026

Our quarterly Monetary Policy Report sets out the economic analysis and inflation projections that the Monetary Policy Committee uses to make its interest rate…

A strategist draws a 1980s parallel to argue bipartisanship could power a ‘bull stampede’

In the 1980s, a Republican president, a Democrat Speaker of the House and an inflation-fighting Federal Reserve chairman powered a stock-market rally.

China Plans Debut Yuan Bond Sales in Canada Amid Warming Ties

China is planning to issue yuan-dominated sovereign bonds in Canada for the first time as the two nations strengthen bilateral ties following years of diplomat…

Trump Faces Backlash After Midterm Election Rout

"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics.…

Research firm declares ‘end of the AI trade as we know it’ — and Asian tech stocks reflect the shift

Now that absolute value is much harder to find in the AI trade, with bets having to be made on a longer-term, more speculative basis, it’s time to search for r…

The Case for a Year-End US Stocks Rally

Wall Street trading desks are betting that the path of least resistance for stocks is up.

South African Stocks Rally Most in Seven Months as Miners Soar

South African stocks jumped the most in almost seven months, carried higher by a surge in precious metals producers as the price of gold soared.

Carlyle Shares Slump On Bigger-Than-Expected Drop in Fees

Carlyle Group Inc. shares fell the most in more than a year after the firm reported a bigger-than-expected drop in a key measure of earnings as a slew of exits…

Cigna Profit Tops Estimates on Insurance, Care Services

Cigna Group boosted its outlook for the year and reported third-quarter profits just above Wall Street’s estimates, the latest positive result from a large hea…

UBS Cuts London Jobs, European Stocks Hit Fresh Record

UBS has slashed about two hundred positions in London in recent weeks as the integration of Credit Suisse nears its end. The cuts were announced internally in…

具身智能，变天了

数采爆单，具身大脑公司慌了。

机器人，开始卷K12了

给孩子买机器人，也会像今天买学习机、平板和电话手表一样自然。家长的理由还是那句最朴素的话：给孩子学习。

AI安全背后的哲学思想，有效利他主义如何影响硅谷？（上篇）

从哲学思想到AI主导权之战

瑞幸这场仗，赢在少送几单，难在多卖一杯

钱是赚到了，但同店增长还没跑出来。

Toyota’s stock rallies after the company lowered sales guidance. Here’s how rare that is.

Toyota Motor on Thursday saw an odd combination of a powerful stock-market gain after lowering its annual sales forecast.

China’s Standalone Battery Boom Pays Equipment Makers First

Grid-side storage is filling provincial project lists and tender books. The revenue stack looks rich in slide decks. In practice, suppliers and a few well-site…

Alphabet’s Search Dominance Is at Risk From Its Own AI Success

Since the artificial intelligence boom began, investors have worried about how Google’s dominance in internet search would hold up in an AI world.

Pound Gauge Hits Strongest Since Brexit Vote on Likely BOE Hike

A gauge of pound strength rose to its highest level since 2016, supported by resilient UK economic data and expectations for interest-rate hikes.

中国CXO的暗战，前移到了“种子轮”

一家做动物试验的公司，为什么要去投种子轮？

嘉加资本对话Normal Computing创始人：在硅谷，创始人只需做对三件事

嘉加资本郑泓对话Normal Computing创始人Faris，探讨如何利用DRAM中的噪声降低AI计算能耗，以及EDA工具如何成为商业化入口。对话还涉及供应链壁垒、小团队的人才优势，以及创始人为何应聚焦融资、销售与工程。

老铺黄金总算是可以喘口气了

怎么才能脱离金价谈奢侈品属性?

大国重器逆袭三十年，国产盾构机逆向“卡脖子”

（本文作者为 司库财经，钛媒体经授权发布）

Richard Simmons’ L.A. estate sells for $3.8 million

Over a year after Richard Simmons’ death, the fitness guru’s longtime home has sold to a buyer drawn to its rich history.

海外收入占比据报达50%，Seedance争夺AI视频的商业入口 ｜出海参考

只有当用户能够把Seedance稳定地纳入制作预算，其商业化增长才有更可持续的基础。

史上最好的一份财报：SK 海力士股价为何回撤过半

SK 海力士单季营业利润达 2025 年全年的 1.77 倍，股价却较年中高点回撤过半。

具身大脑行业迎来“终极反派”

Astra突破具身智能边界，展现通用大模型操控机械臂画金门大桥的能力，引发行业对机器人大脑的热议。

Asian stocks face volatility as Democratic blue wave sweeps US

五家最会赚钱的公司，开始借钱过日子了

过去二十年，它们是全世界现金流最好的企业。2026 年，五家最会赚钱的公司不约而同上了债市。而债市给它们的定价，比想象的难看。

李佳琦开始卖Token，AI终于走进了直播间

直播间解决的是第一次购买，真正决定AI商业化的，是第100次使用。

好想来三万家门店，谁赚走了利润？

三万家门店背后，好想来的利润流向了哪里？

瑞幸省下11亿配送费之后

瑞幸省下11亿配送费之后，利润的下一个来源在哪里

Token都卖进李佳琦直播间了，“硅基流动”们为何还在亏损？

生意成立吗？

美国囤下140万吨铜：中期选举后，库存会外流吗？

关税预期一旦松动，140万吨铜形成的“堰塞湖”会开闸吗？

Odd Lots: What Comes Next After Lula’s Big Win (Podcast)

When we last talked to James Bosworth, it seemed like an “orange wave” was going to take over Latin America and further realign the region’s interests with tho…

Nordic Alliance Seeks One Public Market to Stem Listings to US

The Nordic region should create a single public market for stocks and other securities to attract more international capital and keep its most promising compan…

Rheinmetall Cuts 2026 Sales Guidance, Shares Plunge

German defense firm Rheinmetall cut its 2026 sales target for the second time, citing delays with the Boxer armored vehicle program that would push orders into…

Dow scores its best day in 18 months in a broad relief rally after Democrats sweep to power in Congress

Stocks surged, oil prices plunged and bond yields fell Wednesday on optimism around a quicker end to the Iran war now that Democrats have clinched control of C…

European Stocks Reverse Gains as Tech Rout Builds, Defense Drops

European stocks pulled back from record high levels, as the technology sector tumbled alongside chipmakers in the US.

五粮液续约博鳌，将担任2027年年会战略合作伙伴

多年深耕，五粮液已经从博鳌论坛的品牌参与者，成长为开放合作理念的共建者、东西方文明对话的践行者。

BOE Set to Hike Rates for First Time in Three Years

The Bank of England looks ready to raise interest rates by a quarter point to 4%, its first hike in more than three years. Ana Andrade of Bloomberg Economics h…

BOE Decision Day: With a Hike Baked in Traders Look to December

Plus earnings from Next and Diageo

China Stocks Surge As Blue Wave Sinks Korea's Heavyweights

"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 stori…

Yardeni: Yields Attractive at 5%; Nasdaq to Outperform

Yardeni Research President, Ed Yardeni, says US 10-year Treasury yields look “very attractive” at around the 5% level with inflation expected to cool. On Bloom…

Indonesia Deploys Troops Amid Wiretapping Scandal

Indonesia's military is mobilizing troops to bolster security in Jakarta as authorities investigate the alleged wiretapping of President Prabowo Subianto. Bloo…

China Stocks Surge As Blue Wave Sinks Korea's Heavyweights

“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends,…

Emirates Profit Drops 66% as Iran War, High Oil Prices Hit Dubai Airline

Emirates Group’s first-half profit dropped by more than half as regional warfare and soaring oil prices weighed on the world’s largest international carrier.

Most investors are blind to the possibility of a market crash. Here is the five-part strategy to survive one.

Wall Street veteran Jared Dillian says the biggest problem is many investors these days have not lived through a major downturn. He’s got a portfolio that offe…

China's slumping state airlines pin hopes on overseas demand like exporters

Democrats win control of Congress in sharp rebuke to Trump

ASEAN auto sales rose 13% in Q3 on EV and hybrid demand in key markets

Mitsui Chemicals to buy Japan chip material maker JSR for over $8.2bn

US midterms live: Wall Street rallies as Trump signals cooperation

Toyota raises profit forecast as strong hybrid sales defy China slump

朱新礼，终于把“汇源”卖出去了

集团及下属企业，从此不再生产带有“汇源”商标的果汁，转而推出新品牌“咱家果源”。

Air France-KLM Deepens Dutch Airline Overhaul; Stock Surges

Air France-KLM is deepening an overhaul of its Dutch subsidiary as the airline group grapples with higher fuel expenses and a cost-of-living crisis that’s star…

Hormuz Diplomacy Gains Ground as Trump Plays Down New Iran Strikes

Horizons Middle East & Africa is your daily spotlight on one of the world's fastest-growing regions. Live from Dubai, we bring you the latest global markets an…

发布OpenSpan，海亮科服开启全周期生涯规划普惠时代

全周期规划能力下沉，开启生涯教育普惠新范式。

DIP Holding: IPO More or Less 4 Times Oversubscribed

DIP Holding has raised $529 million in its initial public offering, pricing at 1.12 dirhams a share. The listing is the first in the UAE since the start of the…

Yardeni Sees Inflation Cooling, Says US Yields Attractive at 5%

US 10-year Treasury yields look “very attractive” at around the 5% level with inflation expected to cool, according to Ed Yardeni, president of Yardeni Researc…

CICC's Diao On Wealth Management Business

Diao Zhihai, Head of International Business of Wealth Management at CICC, discusses the bank's wealth management business following the completion of its acqui…

Ascendas Firstspace Said to Consider $500 Million India IPO

Ascendas Firstspace Development Management Pvt. is considering an initial public offering in India that could raise about $500 million, according to people fam…

ArcelorMittal Sees Profit Boost From Tougher EU Steel Curbs

ArcelorMittal SA’s third-quarter earnings came in just above expectations, giving investors an an early read on how the European Union’s trade curbs have affec…

China Mulls Dollar, Offshore Yuan Sovereign Bond Sale This Month

China is considering selling dollar and offshore yuan denominated bonds as early as this month, according to people familiar with the matter, as Beijing seeks…

Marriott Bets on Asia as Hotel and Travel Demand Grows

Marriott International Asia Pacific excluding China President Rajeev Menon says his company is expanding across Asia-Pacific, as travel demand and hotel perfor…

France Braces for Marches and Strikes Amid Stalled Budget

France is bracing for a day of strikes and demonstrations over the cost of living, extending more than a month of protests, as parliamentary talks over next ye…

The Race to Dominate Space

Which country will send people to the moon next? China and the US are competing once again, but this time for dominance in space. Becoming a "space hegemon" wo…

个人Agent上桌，谁先露了怯？

生活真没那么多“待办”

Petrovietnam CEO sees a future of nuclear and wind power

From Bike Parts Salesman to Telecom Tycoon

Francine Lacqua meets Bharti Enterprises Founder Sunil Mittal to hear how he went from selling bicycle parts to navigating a “relentless” battle for control of…

Asian Chip Stocks Slide, Oil Plunges After US Midterms

"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney with Haidi…

Wheat Climbs as Weak Russian Export Outlook Fans Supply Concerns

Wheat advanced as a weaker outlook for Russian exports fueled concerns over global supplies, with Black Sea disruptions continuing to curtail shipments from th…

China Bank Funding Costs Hit Record Low on PBOC Rate Shift

Yields on short-term debt issued by Chinese banks dropped to a record low after the central bank transitioned to the overnight repo rate as its primary policy…

“前庭友好”双11爆款，中产小孩下一个时尚单品？

会过日子的家长逐渐把家过成了一个“微缩训练游乐场”。

Deborah Elms: Global Trade Is Being Reshaped at Higher Cost

Hinrich Foundation Trade Policy Head Deborah Elms says geopolitical conflicts and trade tensions are accelerating the rerouting of global commerce. She argues…

长城汽车的墙

守得住一寸痴，是匠心；守成一堵墙，是心障

中国人造出了那台“造AI的光刻机”吗？

面壁RSI:AI自研算子，重塑算 力底层。

Taiwan airlines continue flights over Russia, rattling Europeans

Debt costs curb growth for developing nations, Rockefeller official says

门店即将破2万家，百胜中国三季度收入超35亿美元

下沉市场仍然是增量。

Japan’s 10-Year Bond Auction Sees Softer Demand as Yields Drop

Japan’s 10-year government bond auction Thursday saw slightly weaker demand than the 12-month average, reflecting softer investor appetite after a recent decli…

Hong Kong Stocks Roar Back as Value Rotation Boosts China Tech

After languishing for much of the year, Hong Kong stocks are staging a comeback as investors rotate away from hardware stocks into discounted Chinese internet…

India Stocks, Bonds Surge as Oil Plunge Eases Inflation Risks

Indian stocks and bonds rallied as a plunge in crude prices reduced inflation concerns and pressure on the external finances of the oil-importing nation.

Indonesia Raises $3 Billion in First Bond Sale Since MSCI Threat

Indonesia sold $3 billion of dollar bonds on Thursday, its first such issuance since MSCI Inc. warned it may remove the nation’s equities from its global index…

Hong Kong Jails Activist Joshua Wong for 10 Years

A Hong Kong court has sentenced activist Joshua Wong to 10 years in prison under Beijing's national security law after he pleaded guilty to foreign collusion c…

谁来连接资金与资产？香港金融科技周背后的金融基建竞赛

2026年香港金融科技周，一个有意思的现象是：在整个展会现场，以数字资产为核心业务的企业似乎并不占多数。除了HashKey、Ripple等少数机构，更引人注目的是来自全球的银行、资产管理公司、支付机构及金融科技企业。

Treasuries Gain as US Vote Fuels Hopes for Curbing Bond Supply

US Treasuries headed for a second day of gains, after a Democratic sweep in the midterm elections fueled expectations that the Trump administration’s tax and s…

China's Temu, JD.com revamp business models amid tariff headwinds

Nidec's rise and fall fuels calls for sweeping overhaul of Japanese company

Chinese Renewables Stocks Extend Surge After US Midterms

Chinese renewables stocks extended a dramatic rally after the US Democratic Party’s sweep in the midterm elections was viewed as favorable for the industry eve…

AI时代的云计算，少数派繁荣

AI云平台成为企业核心，推动云计算从资源供给转向智能输出，重塑产业格局。

日赚2300万，瑞幸咖啡的好日子又回来了

省下11亿配送费，利润回来了。

Nifty Bounces Back to Beat All of Asia on Foreign Flows, Earnings

India’s stock benchmark is the top gainer in Asia so far this quarter, up nearly 6%.

China’s Copper Squeeze Deepens as Buyers Scramble for Metal

Copper buyers in China are scrambling for physical metal, with spot premiums soaring as supplies tighten sharply in the world’s biggest consumer.

APEC host China to keep cars off street, close schools during Shenzhen summit

Japan regional banks form united front on cybersecurity

Des Bishop on China's Comedy Boom and Censorship

Stand-up comedy is booming across China, trailing only cinema as the country's second-largest theater category, according to state media. Many credit American…

El Niño Pushes Asia Rice Prices to 2-Year High, Threatening Inflation

A benchmark Asian rice price climbed to the highest in almost two years, threatening to accelerate food inflation as the El Niño weather pattern disrupts produ…

Blue Wave Stock Rotation Sinks Asian Chipmakers, Boosts Autos

The Democratic sweep of Congress fueled rotation trade in Asia, dragging down shares of chipmakers on concerns over the AI buildout while lifting auto and cons…

The best is yet to come: Asia's chance to reimagine AI

This year’s worst-performing S&P 500 stock is finally seeing some major relief

AppLovin’s stock is popping after “clearly positive” earnings results.

Figma’s stock dips as investors worry that AI momentum is coming at a high price

Figma’s investments in AI models and agents are driving usage, but the cost of delivering these features is proving to be expensive

McDonald’s tests new value menu as fast-food discount wars heat up

The burger chain is overhauling its menu and seeking to deliver a “clear and compelling value proposition.”

Korea to Introduce Cornerstone Lockups to Curb Post-IPO Selloffs

South Korea’s top financial regulator will introduce a system for cornerstone investors in initial public offerings to curb sharp price drops after listings.

As Vistra and other energy stocks slide, some analysts warn of an ‘excessive knee-jerk’ reaction

Energy stocks have already been under pressure, and newly elected officials may not slow the data-center boom as much as feared.

Edge AI Daily 早报（11月5日）

AI资本竞赛步入重定价期：Meta连发美元与欧元债，Anthropic以五类差异化股权结构备战最高2万亿美元估值IPO，市场对资本开支回报率的质疑显性化。

A One-Cent Livestream Does Not Make Office AI a Mass Habit

Alibaba used a top host and a near-free month card to put Qwen Office in front of a festival audience. The token slogans traveled far. The business test starts…

Philippine October Inflation Accelerates 7.8%, Close to Four-Year High

Philippine inflation accelerated to the fastest pace in almost four years in October as the prolonged Middle East conflict drove up energy costs, raising the o…

US tech giants' hidden AI debt swells 90% to $3.2tn in 6 months

China’s $3 Trillion Rout Leaves Retail Traders Feeling Duped

What started out as a year of hope for China’s stock market has turned into one of disillusion for its 250 million retail investors.

Gold Pares Gains as Tech Rout Prompts Investors to Cut Risk

Gold trimmed gains as some investors sold the precious metal to reduce exposure, with risk-off sentiment deepening across broader markets.

Australia Chain David Jones Collapses After Almost 200 Years

Australia’s oldest department store David Jones collapsed on Thursday, finally succumbing after almost 200 years as the digital era drove shoppers to cheaper a…

Asian Markets React as Trump Cools Iran Fears

President Trump stated he has no immediate plans for further strikes on Iran, easing geopolitical risk across the region. The remarks triggered a sharp decline…

【钛晨报】五部门最新部署：“一行一策”开展节能改造，加强原材料回收利用；字节限制外部AI工具访问内部资料？知情人士回应；倍轻松实控人被罚没1184万元、禁入证券市场5年

央行今日开展3000亿元买断式逆回购操作；华为、阿里等20家单位共建智能体互联基础设施，加速智能体赋能千行百业；比亚迪辟谣“天神之眼智驾方案更换及停产”；董宇辉官宣新品牌；德明利拟每10股派现6元，控股股东承诺延长一年不减持；三环集团拟5亿元至10亿元回购公司股份。

Latest Oil Market News and Analysis for Nov. 5

Brent crude rose as traders parsed the outlook for the US war on Iran, following a steep selloff a day earlier after Democrats took control of Congress in a la…

Malaysia Set to Hold Rates on Strong Growth, Signal Hike in 2027

Malaysia’s central bank is expected to keep interest rates unchanged at its final policy meeting of the year on Thursday while signaling scope for a hike early…

Upbeat Earnings Bolster Case for India Stocks as Asia Wavers

Indian equities are gaining an edge in Asia as stronger earnings and a nascent return of foreign investors bolster the case for further outperformance.

DBS Profit Misses Estimates on Trading Drop, Names Lim Chair

DBS Group Holdings Ltd. posted quarterly earnings that missed analyst estimates, as a tumble in markets trading income dampened gains from lending and wealth.…

Host Hotels & Resorts CEO on 3Q Quarterly Results

Host Hotels & Resorts raised its full-year outlook, including adjusted EBITDA and comparable hotel RevPAR growth. CEO and President Jim Risoleo discussed the a…

Sony Needs More Than ‘GTA’ and Spider-Man to Lift Stock Further

Investors are looking for reassurance on longer term earnings stability from Sony Group Corp. to help extend the nascent rebound in its shares.

S&P 500 Sinks 4% as AI Washout Rattles Wall Street: Markets Wrap

A post-election slide in chipmakers snowballed as investors bailed from technology shares on speculation that congressional Democrats will clamp down on the ar…

Japan's Yamato targets 'leaner' delivery service in push for profit: president

Fukushima tries to reinvent itself as hub for drones, robots and rockets

Election Night TV Viewers Rise With NBC in Lead, Fox Falling

Nearly 27.1 million people watched primetime news coverage of the 2026 midterm elections across the six largest TV networks, according to preliminary Nielsen d…

Wall Street Trading Desks Bet on US Stock Rally After Midterms

Wall Street’s biggest trading desks are urging clients to increase their exposure to US stocks, betting that lackluster investor positioning leading up to the…

Micron and other chip stocks slip as election results strike at the core of data-center optimism

Democratic victories in Texas and other states raise long-term questions about the AI buildout, though they do not “unwind projects already funded.”

These stocks soared the most today after the Democrats trounced Trump

Chemical company Mosaic’s stock is the strongest performer among the S&P 500, while several tech players and associated power providers show sharp declines

Australia’s Heavy October Rainfall Sparks Grain Quality Concerns

Concerns are emerging in Australia over crop quality and harvest delays after one of the wettest Octobers on record, in a further threat to global supply of hi…

Microsoft and Amazon combined to see a $424 billion market-cap boost — and these factors show why

Microsoft and Amazon shares rose sharply on Wednesday, with one portfolio manager noting that a cloud-supply crunch could help the companies raise prices.

Big Tech is driving a historic divide in the S&P 500. Why investors need to take notice.

A historic divergence has split the U.S. stock market: The benchmark S&P 500 index has tumbled into deeply oversold territory even as nearly half of its consti…

Apple cements its status as tech’s biggest heavyweight with the stock’s best day in over a year

Investors are flocking to Apple as a safe haven as AI infrastructure names come under pressure from midterm election results

New MUFG digital bank to forgo ATM cards in cybercrime safeguard

US midterms live: Trump defends Iran war after Vance blames it for loss

Wall Street Revises Treasury Sales Forecasts on Guidance Revamp

Wall Street strategists are rejigging forecasts for US borrowing next year after the Treasury signaled that changes to auction sizes for notes and bonds are on…

Oil prices are in freefall now that the Democratic sweep is ‘rewriting the Iran playbook’

Oil dropped Wednesday, putting prices on track for their largest one-week decline since 2020.

The midterm election results are redrawing the map for AI data centers

U.S. data-center spending won’t drop a lot, but watch for delays, relocations and increased expenses for individual projects

Japan to bolster defenses with unified missile, artillery systems

Democrats Need to Focus on Corruption, Affordability Says Rep. Morelle

Democratic Representative Joe Morelle of New York said that Democrats need to focus on anti-corruption efforts and setting American families up for success aft…

4 market-moving issues investors should watch now that the midterms are over

The Democrats’ election sweep on Tuesday could have far-reaching consequences for markets and the economy.

NTT to help Japanese companies update at-risk aging IT with AI

5 things to know about the US midterms and what they mean for Asia

China's cable-cutting threat reaches Taiwan and the Philippines

US midterms live: Vance blames Republican losses on Iran war

Wall Street Girding for US Debt Ceiling Showdown in 2027

Wall Street strategists are warning that the return of divided government could disrupt the bond market next year by setting the stage for a bruising fight ove…

Stocks Rise, Democrats Clinch Control of Congress in Rebuke to President Trump

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program b…

Vienna entrepreneur takes leaders on lux train to China to foster ties

These 12 stocks are good bets to beat the 10-year Treasury over the next decade

Investment newsletters’ favorite Dividend Aristocrat stocks

Kiwi Slide Haunts New Zealand Parties Ahead of Tight Vote

New Zealand’s weakening currency is compounding the cost-of-living pressures turning voters away from the country’s main political parties ahead of next week’s…

¿Qué significa para Trump perder el control del Congreso?

Los demócratas ganaron el control de ambas cámaras del Congreso de EE.UU. ¿Qué cambia para Donald Trump? Podrán bloquear buena parte de su agenda legislativa y…

Watch out for Big Tech companies like Meta and Alphabet issuing more shares and diluting your stock ownership

The Big Tech companies known as hyperscalers may be tempted to issue more shares as interest rates rise and the stock market holds up, which can hurt their cur…

North Sea Oil Plunge Deepens as Traders Weigh Iran De-Escalation

North Sea oil prices slumped to fresh lows on Wednesday as the region’s physical crude traders weighed the prospects of a de-escalation of the Iran war followi…

Activist DGB Ousts Ethan Allen Chairman, Wins Board Control

Activist DGB Investments has won three board seats at Ethan Allen Interiors Inc., giving the fund majority control of the furniture maker and retailer.

Alcohol Stocks Jump as Blue Wave Boosts Industry Prospects

Investors are betting alcohol companies are among the winners of last night’s midterm election landslide on views a new Congress will push back on the Trump ad…

Hospital stocks rally while drugmakers brace for scrutiny. Here’s what the Democratic wave means for healthcare.

The Democratic victory in the midterm elections could be a huge boon to the nation’s largest hospitals.

What Trump can achieve without approval from a Democratic-led Congress

The president will have plenty of power to move markets by himself.

Big Tech Soars on Bet Dems Will Save AI Spenders From Themselves

The shares of US technology giants led the market higher on Wednesday as investors bet that a Democrat-controlled Congress will slow the massive spending on ar…

Bangladesh garment factories become second schools for women

US midterms live: Stocks climb as Democrats take control of Congress

Medicare prescription drug costs will jump 50% in 2027. Doing nothing could cost you.

Don’t sit on the sidelines during open enrollment.

Midterms Shocker Will Reverberate Through the Energy Industry

All eyes will be on US permitting reform, but it’s perhaps at state level where the election results are most striking for energy.

Supreme Court President Flees Bolivia Citing Threats

Bolivia’s Supreme Court President Romer Saucedo said he fled abroad after receiving threats, while prosecutors say he faces at least two criminal investigation…

Thailand to raise tax on imported EVs to 35% as Chinese brands gain ground

Why PC makers are turning back to China

The U.S. economy is barreling ahead — but there’s one big problem

The largest part of the U.S. economy grew at a rapid pace just ahead of the holiday shopping season, but business leaders were not in a festive mood due to stu…

DeSantis Calls GOP Midterm Wipeout ‘Extinction Level Event’

Florida Governor Ron DeSantis said the blue wave that swept over just about every corner of the US on Election Day — except his state — was akin to a “meteor s…

Citadel Securities’ Rubner Says Stocks Are Set Up for Year-End Gains After Vote

US stocks are primed for a year-end rebound as the midterm election removes a source of uncertainty, corporate earnings remain resilient and lackluster investo…

Prediction Markets Won Big Last Night

Some thoughts on then midterm elections.

Hudson River Trading Joins Wall Street’s Prediction Market Shift

Hudson River Trading, one of Wall Street’s biggest market makers, has begun trading on Kalshi, joining a growing roster of institutional firms seeking opportun…

Depressing, but true: If you want to get ahead at work, embrace virtue signaling

Strategically embracing the right symbols in the office really can advance your career.

El Niño Has Gas Traders Bracing for the Warmest US Winter Ever

This winter is expected to be the warmest on record in the US, crushing demand for natural gas as consumers dial back their use of the furnace and power-plant…

Why John Stolzfus Stays Bullish

Oppenheimer Asset Management Chief Investment Strategist John Stoltzfus remains bullish, pointing to earnings and revenue growth, resilient jobs and consumer d…

Datadog’s stock extends steep declines in the wake of earnings

Datadog failed to top expectations with its revenue forecast.

Qualcomm sat out the semiconductor rally. Can a SpaceX partnership change that?

The company is furthering its expansion outside of the handset market — by powering Starlink Mobile.

US midterms live: Trump says Democrat victories not a 'hit on me'

US Service Sector Grows at the Slowest Pace in Three Months

The US service sector expanded in October at the slowest pace in three months amid continuing cost pressures.

Shein Invests €500 Million in Europe as Customs Rules Tighten

Shein Global Holdings Ltd. is investing €500 million ($563 million) in its European operations, as the online fast-fashion retailer grapples with stricter cust…

Midterm elections deliver a ‘blue wave.’ The stock market sees green.

Wall Street finds reasons to cheer the Democrats’ sweep. Plus: Microsoft’s AI-era buyouts and a retiree’s appetite for a “free lunch.”

Big Tech’s $500 billion spending spree leaves a lot less for shareholders

AI is changing the bargain between large technology companies and their shareholders,

CVS Health plans to split in two. Here’s what is driving the massive healthcare breakup.

The healthcare giant surprised analysts with the decision to separate its business. Its stock is down.

Wall Street Reckoning Looms as Democrats Take Over Congress

For nearly two years, Wall Street firms and startups have enjoyed a sweeping deregulatory agenda from President Donald Trump that relaxed post-financial crisis…

UAE Mulls Third Crude Oil Pipeline to Avoid Strait of Hormuz

The United Arab Emirates is considering a third oil-export pipeline that will deliver crude outside the Strait of Hormuz, according to people familiar with the…

The internet is ‘dying’: AI is eating it and obliterating these business models

“The internet as we’ve known it for the past 20-plus years is going away, and it’s going to completely change,” one CEO says.

Alphabet正陷入困境，这反而为长期投资者提供了入场机会

期权投资者应将短期波动视为一次押注蓝筹股的机会。

ADP says businesses added 86,000 jobs in October. The labor market shows small signs of improvement.

More industries are hiring, but employers are still cautious.

Freeport Green-Lights $4.5 Billion Copper Expansion in Arizona

Freeport-McMoRan Inc. approved a $4.5 billion expansion of an Arizona mine that the copper producer predicts will more than double mining and processing rates…

Stock-Market Gains Are Weakest After Midterm Results Like These

While US midterm election results historically bode well for stocks regardless of which party wins, some Wall Street strategists are warning clients to temper…

Treasury Revamps Debt-Sale Guidance, Holds Auctions Steady

The US Treasury revamped the guidance on sales of notes and bonds it has used since early 2024, with new language in the so-called quarterly refunding announce…

Tesla and SpaceX shares slide as Musk’s political push falls flat

The billionaire spent hundreds of millions of dollars on the U.S. election. Now, investors are worried about less favorable policies under new Democratic offic…

US Tweaks Debt-Sales Guidance, Opening Way to Auction Shifts

The US Treasury revamped the guidance on sales of notes and bonds it has used since early 2024, in a move that may open the door to cuts in the issuance of the…

Treasury opens the door to changes in how it finances the growing U.S. debt. Here’s what you need to know.

Some potential changes that may take place after the next several quarters.

单项致胜：五星偏股混合型基金产品深度参考（2026年三季度）

我们聚焦2026年第三季度获评五星偏股混合型基金中单项能力优秀的产品，具体标准为“单项能力五星且综合评级五星”的双五星产品，通过梳理其评价标准、季度表现变化和具体产品评级，为投资者提供该类优质产品的核心参考。

Credit Traders Make Big Post-Midterm Bet on Data-Center Slowdown

Credit investors are picking winners and losers from a Democratic sweep in US midterm elections this week, focusing on how slowing data center approvals will h…

基金市场概况与资产配置观点 （10.26—11.01）

腾讯济安指数上周下跌1.58%。

上市公司TOP5济安评估（10月26日至11月1日）

本周机构调研热度飙升，受上市公司三季报披露进入高峰驱动，调研活动仍保持活跃，公募机构的活跃度在短期内出现了爆发式增长。调研数据不仅反映了资金关注方向，也折射出当前行业景气度的变化趋势。谁是本周最受机构青睐的公司？

Sherritt Furloughs 47% of Canada Workforce Amid Cuba Sanctions

Sherritt International Corp. will temporarily lay off almost half its Canadian workforce as the nickel and cobalt producer grapples with the fallout from expan…

Think the Fed will be done after two more rate hikes? How Friday’s jobs report may trigger a major market repricing.

Unexpectedly hot jobs data could affect the number and timing of future rate hikes

同样是破净，为什么有的可能是错杀，有的却是价值陷阱？

判断一个行业是否值得关注，不能只看PB有多低，还要追问两个问题：公司的“家底”是在变厚还是变薄？市场给出的价格，是在认可基本面，还是在提前反映风险？

价值判断：跌停板的投资机会和风险提示（11月3日）｜上市公司观察

本期两只标的分两类：聚石化学是首次跌停的高位修正，奥精医疗因财务立案连续跌停，收盘已低于济安定价七成一。

价值判断：涨停板的投资机会和风险提示（11月3日）｜上市公司观察

本期三只标的分为两头：三只首板涨停、收盘仍低于济安定价三成八至四成九，来自光伏发电、焊材与热缩膜；三只连续涨停、收盘已高于济安定价七成四至一倍，分别是白酒的皇台酒业、铝塑膜的紫竹高科与复牌重组的高争民爆。

SunExpress Paring Back Winter Schedule on Higher Jet Fuel Prices

SunExpress is trimming capacity across its network this winter and passing some extra costs onto passengers as the carrier tries to cushion the blow from risin…

European Bank Stocks Bounce Back as Midterms Ease Uncertainty

Bank stocks led European markets higher as a landslide victory for Democrats in the US midterm elections removed some of the uncertainty that has weighed on st…

Ukraine Bonds Jump as Democrat Win Seen Helping Defense Efforts

Ukraine’s dollar bonds jumped on a bet that a landslide victory by Democrats in US midterm elections will improve relations between Kyiv and Washington, helpin…

Japan's trading house chiefs warn of uncertainty after US midterms

Democrats Win in Landslide, US Stock Futures Rebound

A Democratic sweep of Congress rippled across global markets, with stocks fluctuating while the dollar fell and Treasuries gained on bets the outcome will put…

US Mortgage Rates Retreat for Third Week While Holding Above 7%

US mortgage rates fell for a third straight week, though a decline in purchase activity showed borrowing costs remain prohibitively high for many prospective b…

San Francisco’s BART Gets Lifeline as Voters Approve New Tax

The struggling public-transit system in the San Francisco Bay Area received a financial lifeline Tuesday, with voters passing a proposed sales tax to fund the…

Democrats Sweep House and Senate in Midterm Rebuke of Trump

"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics.…

Defense Stocks in US, Europe Drop After Democrats Sweep Midterms

Defense stocks slid on both sides of the Atlantic as Democrats’ landslide win in US midterm elections dented expectations of a further ramp-up in the country’s…

Stock Bulls Are Glad This Election Is Finally Over

Equities, bonds rally now that the political countours are clear.

India Plans to Retain More Short-Term Military Recruits

India overhauled a short-term military recruitment plan by extending conscripts’ tenure and offering a path to permanent employment as border tensions with Chi…

The AI trade has been ‘sold to death’ but Goldman strategist highlights silver lining from Democratic sweep

Corporate decision makers may decide to accelerate their plans to expand compute capacity and take advantage of the status quo rather than risk a new administr…

India Coffee Output to Miss Forecast After Below-Normal Rains

India’s coffee output is likely to fall short of an earlier forecast as below-normal rains during the four-month monsoon season took a toll on crops, according…

谁在害怕“字节时间”？

“时间”都去哪儿了？

大模型时代，智驾芯片的算力赢学失效了

玩不过通用芯片，就玩定制芯片。

为什么大家都学腾讯，把对手的模型请进来？

这又牵出AI办公竞争的另一面：公司要如何围绕任务协同，重组自身的能力与资源。

最懂猪的巨头们，为什么套保了还是巨亏？

期货套保能够对冲部分价格风险，但管理不了经营周期，成本、产能与现金流才是穿越周期的底牌。

价格跌三成、拟扩产近一倍，龙蟠科技称新长单“确可实现”

理想与现实有差距。

美的科技背后的探路者，站在无人区里炼金

在这片“不设限”的产业科研土壤上，一群脚踏实地的美的人，正凭着对技术的敬畏、对用户的洞察，在无人区里默默炼金。

Australia gold miner Northern Star lifts output amid investor pressure

Malaysia transport minister still plans to quit, says megaprojects safe

一个标签的引爆：“字节时间”之争的舆论传播复盘

在这一统计口径上，字节系可能领先腾讯系至少一年；只是一年前差距仅一两个百分点，到2026年才拉开到十个点以上。

42亿GPU采购背后，游族网络跨界AI算力生意

采购金额相当于去年营收三倍，游戏公司转型面临资金与交付考验。

Personal Agent，蚂蚁想让灵光不止一闪

从灵光一闪到灵光常驻，蚂蚁还差多远。

1分钱卖Token，阿里图什么？

Token会被普及吗？

内存价格涨得越疯，龙旗科技们的日子越滋润

手机、PC厂商在过苦日子。

L.A. home once owned by Mike Tyson’s former wife, actress Robin Givens, is on the market for $3.5 million

Actress Robin Givens’ former Hollywood Hills, Calif., home is ready for a new buyer, having just hit the market for $3.5 million.

Response to the RPIB consultation on the Design of the Future Retail Payments Infrastructure

Jordyn Woods on her baby plans with Karl-Anthony Towns after buying $14 million home

TV personality Jordyn Woods hopes children are in her future with husband Karl-Anthony Towns, but the newlywed is taking her time before starting that chapter.

Beleaguered Novo offers relief to investors, thanks to Wegovy pill

Novo Nordisk stock jumped higher on Wednesday as the Danish drugmaker lifted its guidance on strong uptake of its weight-loss drug pill that has been launched…

Novo CEO Doustdar 'Very Optimistic' About CagriSema

Novo Nordisk A/S Chief Executive Officer Mike Doustdar discusses the possible launch of a new obesity drug called CagriSema. "We are hopeful that we will be ab…

Saudi Arabia Pushes Ahead With IPO Rule Changes Despite Banker Warnings

Saudi Arabia is pressing ahead with an overhaul of listing rules despite warnings from banks and industry bodies the changes risk making it harder for firms to…

Here’s why AMD’s stock is rising — and sending a confident message about the AI trade

The chip maker is showing “real” revenue from artificial intelligence, shrugging off sustainability concerns and leading to an upbeat forecast.

山姆卖起始祖鸟，要努力留下中产

目标客群的重叠。

成都银行多赚的 16 亿，90% 拿去买了时间

增长方式到期，到期的方式是软着陆。多赚的 16 亿拨备前利润，九成（14.93 亿）转成了减值；贷款单季净减 45 亿，拨备覆盖率反从 426% 抬到 448%。

猎奇产品出圈，沃尔玛正在告别沃尔玛

沃集鲜要回答两个问题。

AI记忆值个天价

AI 记忆存储成本低廉，大厂与第三方服务商争相布局。记忆不等于聊天记录，要区分偏好、会话、任务状态，兼顾检索效率与信息完整。权限、版本、溯源、可迁移能力才是企业付费核心价值。

宇树CEO王兴兴：2027年或是机器人产业临界点，正探索物理AI自进化

他认为，除数据和算力外，芯片产能以及背后的能源、矿产资源也将成为全球科技产业发展的关键资源。

Apple's new CEO delivers first earnings as sales hit record

Asian tech stocks slide as Democrats lead in US midterms

Fidelity Fund Buys Tech Dip, Adds India After US Midterm Results

A Fidelity International fund manager is buying the dip in technology stocks and adding some India exposure, treating the selloff driven by concerns over US mi…

Canada Indigenous Group Expects Lending Boom With New Projects on Horizon

A Canadian body that provides financing for Indigenous groups issued its largest-ever bond, and expects to ramp up activity quickly to pay for a flurry of plan…

BMW Accelerates Model Rollout, Cuts Profit Forecast

BMW will speed up the rollout of new models, betting the move will help counter a slump in China after another profit warning. Bloomberg's Elisabeth Behrmann r…

品类思变：SLG占海外收入近50%，MMO下滑后，游戏大厂如何转型?

大厂转型进行时，下一方向：AI？

字节新规：限制使用Claude、Codex等外部AI工具

字节收紧外部AI工具权限，平衡安全效率建自研闭环。

2026年新游一天赚到100万美元还不够？一品类收入中位数达430万美元

日进百万美元，为什么还不能说明问题？

拿下一半AI服务器ODM市场，工业富联业绩狂飙，代工标签难摘？

靠AI逆袭，却仍困在代工模式的枷锁里。

对话Maxinsights：具身“卖铲人”的250倍增长、机器人Ego数据狂潮

DoorDash与丰田模式，与“自由的鸟”。

Crop Trader Olam Agri Is Boosting Bet on Africa’s Diet Shift

Agricultural commodities trader Olam Agri is boosting investment in African food supply chains to tap the continent’s dietary shift toward more meat and proces…

豆包与阶跃：AI手机的路线与围墙

技术和生态仍待磨合。

80万港元“甩卖”核心业务，这家老牌正餐打算“改头换面”？

上海小南国想讲一个什么样的新故事？

苏州富豪赚3千亿，身家超过马云、李嘉诚

苏州富豪夫妇，一年狂赚1120亿！

日本养老院，开始找老人照顾老人

日本的护理行业为什么招不到年轻人？

PC回流背后：制造设备的乐高化

惠普、华硕、宏碁把部分PC产能搬回中国，表面是成本压力下的供应链回调，实质是制造业主要矛盾发生转移：软性成本凸显。本文判断：订单碎片化正在抬高专机的沉没风险，乐高化设备成为代工层的新生存界面，而接口标准之争，将决定这轮红利归谁。

安杰思PK南微医学：国产消化内镜耗材双雄，为何都要“下南洋”？

两家企业不约而同布局泰国产能背后，是国产消化内镜耗材行业的竞争，正向全球供应链延伸的大趋势。

India Sees Some Trade Relief, New Risks After Democrat Sweep

Indian officials were cautious on the US midterm election results, saying it eases some of the pressure over trade tensions but creates a new layer of uncertai…

China’s Internet Giants Are Rewiring Themselves Around AI Workbenches

Tencent, Alibaba, and ByteDance are folding rival internal AI bets into shared desks and reporting lines. The shift follows years of parallel “horse races.” Mo…

It's Time for an Unloved Stock Rally: Market Analysis

Anna Edwards, Guy Johnson, and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)

US midterms live: Democrats win both Senate and House in election rout

泸州老窖：Q3营收环比增超71%，出清斜率拐点初现 | 看财报

泸州老窖仍在为年轻化和长期动能卡位。

Marks & Spencer Results Show UK Retail Strength Despite Consumer Squeeze

Plus, the pound is rallying against the dollar after Democrats’ midterm sweep

India’s Central Bank Sets Up Panel to Assess Forex, Bond Markets

India’s central bank announced a new technical panel to examine the efficiency, liquidity and resilience of the country’s foreign exchange and government bond…

Encube Ethicals Said to Plan $317 Million India IPO This Month

Encube Ethicals Pvt., backed by private equity firm Quadria Capital, is preparing for an initial public offering in Mumbai as soon as this month that could rai…

India’s BHEL Wins $3 Billion Adani Power Orders, Shares Jump

Bharat Heavy Electricals Ltd. secured contracts worth as much as 280 billion rupees ($3 billion) for supplying equipment to Adani Power Ltd., underscoring an i…

Japan's Aisin develops new type of AI chip that cuts energy use 98%

FTSE 100 Live: UK, European Stocks Set to Fall After US Democratic Sweep

Frozen Turkey Funds Sell Stock Privately, Easing Strains

Banks overseeing Turkey’s fund liquidations sold about $254 million of blue-chip shares in private transactions, in a move that could help remove an overhang o…

京东本地生活负责人郭庆卸任，业务转入京东外卖下一阶段｜独家

本次人事变动，或许标志着京东业务发展主线切换

Democrats win the House and Senate. Here’s what it means for your finances.

The results from the U.S. midterm elections are now clear and look likely to have effects on Americans’ investments and their wallets.

Ethics drive Wardah to pinnacle of Southeast Asia's beauty brands

Japan, South Korea stocks fall over 4% as Democrats lead in US midterms

US midterms live: Democrats take control of Senate in blow to Trump

European Stocks Rally as US Midterm Result Boosts Sentiment

European stocks rose Wednesday to approach the record high set in August, after Democrats won control of both chambers of Congress in the US midterms. Banks, l…

猫贷中的“贷”与“猫”

以萌为名的阳谋。

Ex-Temasek Holdings Executive to Lead Motilal Oswal’s Alternates Business

Padmanabh Sinha, who previously co-led Temasek Holdings Pte.’s India operations, will lead Motilal Oswal Financial Services’ alternative-investment business, a…

六大科创龙头密集发声，谁在狂赚，谁在抢占下一轮风口

三季报业绩分化，AI算力与半导体增长强劲。

通威48亿收购丽豪再进一步，逆周期整合优质产能，硅料出清多了一条并购通道

通威拟斥资不超48亿收购青海丽豪促光伏产能出清。

AI视频的下一场竞争

生成容易，交付不易。

即时零售进入下半场

无短板竞争。

新国标落地，陪人看病是一门好生意吗？

决定企业长期收益的，并非服务人员总数或覆盖城市多少，而是能否获得客户愿意支付的价格，并以合理的人力与管理成本完成交付。

中国能建三季报订单降幅第一，绿氨成重要看点， 五大发电央企的财报数据没有一个轻松

建筑央企周期博弈，能建调结构承压待破局。

泰格医药的钱去哪了？

医药“基金王者”的王冠，开始变重了。

中国提供了七成储能设备，电站却写别人名下？储能出海该换算法了

西班牙公示 27 个配储项目1.78GW；中国份额自电芯向电站开发递减，能否换成资产份额是关键。

US midterms live: Democrats flip Texas, near Senate control

Cyber insurance inquiries surge at Japan's nonlife insurers

Japan Stocks Trim Declines as Investors Weigh US Vote

Japanese equities pared declines as investors shifted focus to where AI regulation might head after Democrats won control of both chambers of Congress in the U…

Palm Oil Sinks to Lowest Since June as Stockpile Concerns Mount

Palm oil futures dropped for a third session to the lowest level since mid-June on concerns about swelling stockpiles in Malaysia, the world’s second-biggest g…

2026最后两个月车企促销花样百出，何时出手是最佳时机？

最佳购车季将至。

Musk Stocks Erase $130 Billion as Texas Blue Wave Hits Home

Elon Musk’s Texas-based empire is coming under investor scrutiny after Democrats clinched unlikely wins in his adopted state on their way to taking control of…

Kling’s $18 Billion Private Value Tops Parent Kuaishou’s Market Cap

Kuaishou has closed a large capital injection into its AI video unit Kling at a post-money valuation above the parent’s Hong Kong market value. Tencent, Alibab…

Bain Capital Chair Expects $30 Billion of Exits This Year

John Connaughton, Chair at Bain Capital, says he is optimistic about the firm’s Asia business and hopes to build momentum with exits in China. He speaks exclus…

AI绑架美股七姐妹

花钱的跌了，省钱的涨了。

这届双十一，成也AI败也AI？

18岁的双十一，老问题还在。

北大光华教授陈玉宇：知识早就够多了，为什么增长还是没发生？

组织技术、生产能力与人工智能时代的经济学。

India’s Dollar Hedging Slumps as RBI Cracks Down on Speculation

Indian companies cut dollar purchases used to hedge against rupee weakness to an eight-month low, a sign that the central bank’s crackdown on what it called sp…

Corn Extends Loss to Hit Four-Month Low on Supply, Peace Hopes

Chicago corn extended losses, hitting its lowest level in four months as prospects of ample US supply and optimism about peace in the Black Sea region weighed…

“太空AI第一股”来了，80后造出百亿独角兽

43岁学者下海，把大模型搬上太空。

“减重”的较量，罗氏追上来了

MNC“捭阖术”启示。

Singapore's Insignia Ventures backs rural Japan for Davos-inspired academy

US midterms live: Democrats notch second Senate pickup

Japan, South Korea stocks fall over 3% as Democrats lead in US midterms

Temasek’s Mapletree Is Said to Pick Banks for Singapore IPO

Mapletree Investments Pte, a real estate firm owned by Singapore state investor Temasek Holdings Pte, has picked banks for an initial public offering of parts…

AI被“催收”的财报季，腾讯、阿里开启智力产能重估

AI的资本狂热退烧。但有意思的是，随着AI资本开支扩张担忧被消化，港股先一步出现了利好催化的估值修复迹象。

拆掉“楚门”之后：百度AI的旧引擎与新建制

百度AI转型承压，组织与商业化双重待破局。

90后二代接班，李子园能否戒掉“甜”？

第二曲线尚未培育成熟。

Asia Stocks Erase Losses on Bets AI Scrutiny Fears Overdone

Asian stocks recovered almost all early losses driven by a Democratic sweep of Congress, as traders wagered that fears of increased US scrutiny of the AI indus…

字节的AI战略收拢：Coze企业版下架

字节停服扣子企业版，AI战略全面收拢聚焦粗主干。

从治病到减脂，CGM 究竟在卖什么？

成为"赛博格”的第一步。

又亏了20亿，天合光能欲卖子“回血”自救

短债置换后遗症渐显。

China Services Gauge Unexpectedly Dips for First Time Since July

China’s services activity unexpectedly grew at a slower rate for the first time since July, a private survey showed, as business confidence eased and firms low…

打印机国产替代，任重道远

没有弯道，全是硬刚。

“我画地为牢，厉娜”火了：友情为何成了能被逐帧审判的综艺品类？

婚恋太“重”了，友情被“重”新定价。

Can India’s Debt-Fueled Spending Survive Higher Rates?

India’s household borrowing surged 36% in a year, raising questions about how much consumer spending is being powered by debt and whether that growth can last…

GMV增长了，谁来为库存买单？快消电商代运营的另一张利润表

过去，电商服务商的重要价值之一，是帮助品牌更快进入线上平台，建立店铺并获取销售机会。 如今，随着渠道更加多元、价格竞争持续存在，电商经营中的成本控制和风险管理正在成为值得关注的问题。

Florida Passes Property Tax Cuts in Challenge for Local Funding

Florida voters passed sweeping property tax cuts in Tuesday’s election, a move that will gut local government funding.

Korean Stocks’ Wild US Election Day Swings Show AI Trade on Edge

Among all the market gyrations triggered by the US midterm elections, few were as wild as those in South Korea, where the stock benchmark swung through a seven…

从12月扎堆到10月抢跑，生肖酒在急什么？

如果茅台羊年生肖酒开售，其他生肖酒还卖得动吗？

一份民间“床虱地图”，戳中酒店信用痛点

如何打造酒店业的“明厨亮灶”？

Blueglass 一年收缩三成门店， AI 健康能否拯救“酸奶界爱马仕”？

千店目标落空之后，品牌能否跳出原有的产品结构重新讲出一个新故事？

三天狂揽10亿元营收，《影之刃零》以诚相待，侠义终成

国内游戏品质可能距离海外顶级产品还有一段距离，但你更能看到是，真正追上的日子已经不太遥远了。

Japan Courier Service Yamato’s Shares Surge on Farallon Stake

Yamato Holdings Co. shares rallied the most in 18 years after Farallon Capital Management LLC, one of the most prolific activist funds in Japan, reported a sta…

Renewable Stocks Surge After Democrats Sweep Congress

Renewable energy stocks rallied around the world after the Democrats won control of both chambers of Congress in the US midterm elections, an outcome seen as s…

Dollar Falls Most in Two Months as Traders Weigh Gridlock Risks

The dollar sank the most in two months as Democrats’ sweeping victory in the midterm elections fueled concern about potential political gridlock and raised the…

超500亿，半导体业绩出炉，谁是Q3净利润之王？

单季度赚500亿，真的很夸张。

Nintendo's Mario creator Miyamoto sees 'things we can do' even in AI era

The great yen rebalancing

U.S. midterms live: Democrats flip first Senate seat in North Carolina

新茶饮来势汹汹，融到钱的野人先生如何守住溢价？

奶茶店盯上了野人先生。

学不来薇诺娜，成不了绽妍，海得宝难跨“儿科”这道坎

药的话术，妆的底色，海得宝的扩张困局。

China Boosts Market Defense With National Team, Buybacks

China escalated its defense of the stock market, as state-backed funds answered the government’s rallying call by increasing purchases and more companies stepp…

换帅之后，“会诊”华天酒店

单一业务的老牌国资酒店，正在等一味“解药”......

你的 AI 助手正在“出卖”你：67950 条工具调用记录的隐私实验

上海AI实验室最新研究发现，AI Agent 调用工具时留下的“作业痕迹”能让攻击者在看不到对话的情况下，把你的国籍、信仰、健康状况猜出个大概，成功率提升近五成，而你的每一次授权连接都在加密这份档案。

实习生的历史使命可能结束了

但企业过去一边完成工作、一边培养新人的办法，确实会重新考虑了。

功效靠典籍、原料“地板价”，嘉桦生物正在过冬？

一场关于信任的游戏。

注意力通胀：大厂正在越忙越不挣钱

存量时代的“时间战事”。

Copper Slips as Investors Weigh Growth, Demand After US Election

Copper edged lower as traders weighed the potential impact on growth and demand from a divided government following a Democratic sweep of Congress.

Tax Cut Hopes Help Fuel Nifty’s Rally to a Two-Month High

Global funds bought a net $2 billion of stocks in the final two weeks of October.

Singapore Stocks Claw Back Losses as Regional Mood Improves

Singapore’s equity benchmark Straits Times Index advanced in late trading, after briefly entering a technical correction, as broader sentiment improved even as…

机器人生意，造不如租

机器人下游“二开”企业崛起，商业化落地迅速，推动行业繁荣，形成租赁与RaaS模式，呈现科普过渡的商业化景象。

同样剧本，四倍市场：重卡正在复刻客车来时路

下一个“宇通”，会是中国重汽吗？

好莱坞的摄影棚，开始给航空航天腾地方了

好莱坞的邻居，正在争夺工业空间。

一桩陈年非法集资案，搅动阳光保险股东排位赛

阳光保险5.86%股权开拍。

AI游戏步入“红果时刻”，腾讯米哈游为何不慌

精品化才是终局。

AI毕业生的Offer：去年心动，今年心碎

没有HC的秋天。

海外仓生意为什么越做越重了？

海外仓赚的钱，大部分还要付给别人。

川菜馆遍地开花，为什么难出全国连锁？

全国化的掣肘在哪里？

比《黑神话》分还高？清华才子狂砸4亿，3A游戏《影之刃零》卖爆

《影之刃零》登顶Steam全球热销榜。 国产3A游戏又卖爆了？

马斯克的2029年太空预言

一首太空诗背后，马斯克看到了多大的生意？

寒武纪，把家底押给2027

窗口期内，杠杆代表着信心，是市场上升周期下的提前预支。寒武纪赌的是，短期内市场供不应求，是产能即订单。但这需要平衡的艺术，需要控制风险，更需要在适时的时候放缓步频。

苹果的“AI避风港”地位正在动摇，但该股看起来仍值得买入

更高的内存成本正在考验苹果作为防御型标的的吸引力，但服务业务的增长或许能支撑逢低买入的理由。

银行股：避险资金的避风港，为何开始回调？

在过去那段时间的大跌里，银行扮演的是"现金替代品"的角色。

千亿AI PCB龙头单季净利腰斩，因投资合作伙伴“吃大亏”？

胜宏科技三季度归母净利润腰斩，“投资浮亏”近7亿。

存储价格还在疯涨，深圳华强北老板囤货更猛了

赌注加码了。

iPhone Duo还在挨骂，折叠屏先重排座次

苹果进场后，安卓二线厂商危险了。

00后男生勇闯AI圈：保研清华失利后，我靠AI创业年入百万

人类依旧在时代的浪潮中，起起伏伏。

中国电摩出海非洲，钱没有想象中好赚

电动两轮车如何打开非洲市场?

Super Micro’s stock pops as earnings show booming demand for AI servers

Super Micro is building out a “high-quality customer base” that’s fueling revenue growth, CFO Mark Long told MarketWatch.

实测：灵光和Today AI，谁才是中国版Muse？

5天实测，拆解Muse的中国化答案。

建筑系“学霸”死磕国产3A游戏，三天狂揽超10亿

继《黑神话：悟空》《影之刃零》后，谁将成为国产3A大作的下一个接棒者？

North Korea leans on China and Russia to drive 3% economic growth

Japan's IHI wins key role in Westinghouse's new Poland nuclear plant

U.S. midterms live: Democrat Warner wins Virginia Senate race

Treasuries Gain as Oil Prices Tumble After Democrats Elected

Treasuries rose as the outcome of the US midterm elections contributed to steep declines for oil prices based on the prospect of an end to the war in the Middl…

India’s Consumer Spending Boom Comes With Growing Debt Bill

When 25-year-old restaurant worker Navjot Singh wanted an iPhone he couldn’t afford on his monthly salary of 50,000 Indian rupees ($521), taking out a small lo…

这只生物制药股股价创下6年来新高，且仍有望继续上涨

在强劲的季度财报发布后，Neurocrine Biosciences 的股价大涨。其涨势的推动力并不只是来自其旗舰药物 Ingrezza。

Edge AI Daily 早报（11月4日）

OpenAI ChatGPT周活达12亿、搜索查询约为谷歌五分之一，GPT-6.2 Astra静默灰度；Anthropic招股书首度披露递归自我改进风险，在8954亿美元算力承诺下，机构将其估值由2万亿美元下修至1.5万亿–1.6万亿美元。高盛预计五大云厂商2027年AI资本支出达1.2万亿美元，Meta发行投资级债…

Live: Two Sigma, Top Money Managers Speak at HK Investment Summit Day 2

Gold Climbs Above $4,000 as Dollar, Yields Fall on Democrat Win

Gold climbed above $4,000 an ounce after a Democratic sweep of Congress sent the dollar and Treasury yields lower, boosting the appeal of the precious metal.

US midterms live: First polls close in battle for Congress

US Stocks Surge as Election Drives Oil Down, Fuels Tech Optimism

US stocks surged Wednesday as Democrats’ sweeping victory in midterm elections fueled optimism the Iran War could end soon, sending oil prices lower. Tech mega…

【钛晨报】报告提出下一步中国金融工作有5方面考虑；中兴拟成立合资公司出售手机业务，回应称“不属实”｜独家；百度否认昆仑芯IPO推迟

姚顺宇否认创业：目前仍是DeepMind员工；Seedance海外收入占比已达50%，国内市场腾讯、B站等互联网企业为主要客户；Anthropic到2026年底算力规模将超过3.5吉瓦；多家券商中标第三次互换便利，数百亿资金将用来增持股票和股票ETF；电子布11月涨价落地，多家产业链上市公司回应；世界黄金协会：三季度…

UOB Shares Tumble as Profit Misses Analysts’ Expectations

United Overseas Bank Ltd. reported third-quarter profit that missed expectations, as a decline in trading and investment income combined with narrowing interes…

Latest Oil Market News and Analysis for Nov. 4

Brent oil futures plunged 10% to trade below $100 a barrel as investors wagered that a Democratic sweep in the US midterm elections could usher a quicker end t…

What analysts are telling us while Apple’s stock falls after earnings report

Shares in Apple declined nearly 2% on Tuesday after investors were left feeling disappointed about the company’s gross margin outlook and slowing services reve…

Shopify’s stock slides after earnings. This is what’s worrying Wall Street.

The company missed revenue expectations, a tough outcome in today’s less-forgiving tech market.

Stocks, Bonds Climb After US Election as Oil Sinks: Markets Wrap

A Democratic sweep of Congress that highlighted opposition of the Iran war extended this week’s plunge in oil prices, helping drive stocks and bonds to big pos…

Bedrock CEO on Future of Detroit Real Estate

Bedrock CEO Jared Fleisher discussed Detroit’s redevelopment, pointing to Dan Gilbert’s investment in restoring and filling 140 buildings across Detroit and Cl…

Venezuela Moves to Unwind Hate Speech Law That Jailed Thousands

Venezuelan lawmakers took the first step toward reforming a controversial law long used to jail dissidents as the interim government further unwinds some of th…

US midterms live: Asia braces for renewed Trump tariff push

Booking Sees Weaker Final Quarter as Prices, Unrest Hurt Travel

Booking Holdings Inc.’s outlook for the fourth quarter fell short of analyst expectations as pricier flights and protests in Paris affected demand in October.

New Zealand Jobless Rises to 11-Year High as Election Looms

New Zealand’s jobless rate unexpectedly increased to a fresh 11-year high in the third quarter, adding to pressure on the government just three days from an el…

Traders Turn Less Bearish on Treasuries Before Refunding, Jobs

A shift in momentum in US Treasuries has traders adding to long positions and paring back bearish wagers ahead of a trifecta of key events this week.

S&P 500 is looking over the edge of a technical cliff — what happens if it falls off?

Falling below 7,500 would lead to a dramatic increase in selling pressure and volatility, a J.P. Morgan strategist says, and that could end in a full-blown cor…

Dorsey’s Block Details Bigger DOJ Settlement, Sunnier Guide

Block Inc. inched past Wall Street’s profit expectations on Tuesday and outlined a bigger potential settlement with the US Department of Justice for alleged cu…

Super Micro Rallies on Strong AI Data Center Sales Outlook | Closing Bell

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Vonnie Quinn, Carol Massar and Tim St…

Schneider Electric Coalition Spotlight

Frédéric Godemel, Executive Vice-President for Energy Management, Schneider Electric, discusses the energy systems and infrastructure needed to support AI-driv…

Anthropic’s IPO is a high-stakes referendum on Big Tech — and this chart proves it

Tech giants like Broadcom, Google and SpaceX have plenty of skin in the game as Anthropic heads for the public market.

Black Forest Lab on AI’s Next Phase

Andi Blattman, Co-Founder, Black Forest Lab discusses where lasting AI value will be created, who is positioned to capture it and the enterprise, infrastructur…

The Big AI Stock Selloff Is Happening at a Bad Time

Leaning on equity just as share prices fall.

Far Left Could Force Jeffries to Work With GOP, Says Sarah Chamberlain

Sarah Chamberlain, president and CEO of Republican Main Street Partnership, said that Democrats will need to win the House by at least a 25 seat majority in or…