中文导读

黄仁勋风波升级：FT 披露被指为中国情报人员的 Alice Huang 曾以「能拿到英伟达 GPU」为卖点向投资人兜售数据中心项目，英伟达股价跌 5%、董事会启动独立调查，Politico 称黄可能成为沃伦的重点监管对象。市场方面油价大跌，布伦特跌约 5% 至 93.38 美元、WTI 一度触及 86.60 美元的 9 月初以来低点，带动美债收益率回落、美元指数跌 0.5%，VIX 升至 23.23（+11.5%）。科技侧，马斯克确认 Cybertruck 约 8 个月后停产并退还部分订金，硬件制造软件公司 Nominal 以 30 亿美元估值融资 2.4 亿美元。安全领域，美国财政部以逃避制裁和网络犯罪关联为由封杀 MEXC 交易所，亲俄黑客在暗网悬赏欧洲官员个人信息。

行情

资产最新日涨跌4h 变化
标普5007,376.86-2.68%+0.00%
纳斯达克综合24,579.42-3.37%+0.00%
道琼斯51,285.73-0.94%+0.00%
恒生指数24,448.95+4.51%+0.00%
上证指数3,660.79+1.46%+0.00%
日经22558,775.50-6.83%+0.00%
VIX 恐慌指数23.23+11.52%+1.35%
美元指数101.854+0.34%-0.02%
美元/人民币6.661+0.20%+0.00%
美债10年收益率4.841-2.24%-0.37%
COMEX 黄金4,134.40+1.51%+0.12%
WTI 原油86.74-1.57%-0.93%
比特币74,624.55-1.73%-0.20%
以太坊2,123.34-4.97%+0.12%

美债收益率（11/06/2026）：2Y 4.51% · 10Y 4.86% · 30Y 5.26% · 10Y-2Y 0.35 个百分点

BTC $74,691 · ETH $2,125 · 恐慌贪婪 29（Fear）

要闻

AI 与科技

  • Import AI 480: Self-sustaining space economies; AI for science progress, and Meta builds perfect hands for a superintelligence · Import AI · 11-09 21:31 · 原文 When do you think we’ll have robots on the moon?

科技

  • Musk says Tesla will refund some Cybertruck deposits, defends decision to end production · TechCrunch · 11-09 21:43 · 原文 Elon Musk defended the company’s decision to stop making the Cybertruck, which will go out of production in around 8 months.
  • Nominal, which builds software to make hardware manufacturing more efficient, raised $240M at a $3B valuation, up from $1B after raising $80M in March (Paayal Zaveri/Bloomberg) · Techmeme · 11-09 21:25 · 原文 Paayal Zaveri / Bloomberg : Nominal, which builds software to make hardware manufacturing more efficient, raised $240M at a $3B valuation, up from $1B after raising $80M in March — Nominal Inc., a sta…
  • What is malloc doing, anyway? · Lobsters · 11-09 21:19 · 原文 Comments
  • The Download: empty AI climate claims, and an Nvidia investigation · MIT Technology Review · 11-09 21:15 · 原文 This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. Opinion: The climate case for AI has not been made —By Mary Ni…
  • Innovating with AI in the special chemicals industry · MIT Technology Review · 11-09 21:00 · 原文 As companies look to accelerate innovation with artificial intelligence, cloud computing, and advanced modeling, the primary challenge is connecting new technologies to reliable data, scientific exper…
  • Jensen Huang’s affair raises questions about Alice Huang’s access to his devices and Trump conversations, and represents “another successful op” for China’s MSS (Bill Bishop/@niubi) · Techmeme · 11-09 20:35 · 原文 Bill Bishop / @niubi : Jensen Huang’s affair raises questions about Alice Huang’s access to his devices and Trump conversations, and represents “another successful op” for China’s MSS — On the Jensen …

财经与市场

  • Home listings pile up in October, but sellers won’t slash prices · CNBC · 11-09 21:54 · 原文 After a rough month in September, the housing market remained in a deep freeze in October as listings piled up. Sellers are still reluctant to cut prices.
  • A failed trial for a heart drug casts shadow over rivals developing similar therapies · MarketWatch · 11-09 21:54 · 原文 The full data from the closely watched clinical trial showed that the drug had no cardiovascular benefit even though it reduced Lp(a) levels.
  • Alleged Chinese spy linked to Nvidia chief pitched AI chips deals to investors · Financial Times · 11-09 21:50 · 原文 Alice Huang boasted of having access to Nvidia GPUs and her connection to Alibaba in bid to secure investment for major data centre project
  • Nvidia stock falls 5% as scrutiny turns to Jensen Huang’s relationship with alleged Chinese spy · CNBC · 11-09 21:46 · 原文 Nvidia said its board has launched an independent investigation following the reports that Huang was the target of a “foreign intelligence effort.”
  • Corporate America’s profit numbers are just barely beating Wall Street’s expectations · MarketWatch · 11-09 21:36 · 原文 S&P 500 companies’ earnings are mostly topping analysts’ estimates — but by the narrowest margin in roughly four years.
  • Treasury Yields Largely Steady After Last Week’s Trading · WSJ Markets · 11-09 21:32 · 原文 Treasury yields pared earlier gains as the fall in oil prices accelerated.

国际与地缘

  • Nigeria election ruling may increase voter apathy · Semafor · 11-09 21:55 · 原文 A court’s nullification of the main opposition candidate raises questions about judicial independence.
  • The cheap plastic drape saving mothers’ lives in Nigeria · Semafor · 11-09 21:52 · 原文 An 80-cent piece of equipment is helping to reduce maternal mortality in one of the world’s most dangerous places to give birth.
  • Gabon outlines $2B mining project with Emirati and Chinese companies · Semafor · 11-09 21:49 · 原文 The new investment is at aimed at exploiting the country’s undeveloped mineral wealth and reducing the economy’s dependency on oil.
  • Bipartisan Support for Israel Erodes as Both Sides Push for New Limits · NYT World · 11-09 21:48 · 原文 Vice President JD Vance is among Republicans calling for change. Many Democratic lawmakers have been driving a campaign to restrict military aid to Israel.
  • South Africa’s Shoprite plans banking move with Investec · Semafor · 11-09 21:47 · 原文 The unusual pairing comes as competition in the country’s banking sector heats up.
  • Tribunal wrong to clear ex-lawmaker Margaret Ng of misconduct, court told · SCMP · 11-09 21:45 · 原文 A disciplinary tribunal erred in its decision to clear barrister and former Hong Kong opposition lawmaker Margaret Ng Ngoi-yee of professional misconduct over her conviction for taking part in an unla…

安全与隐私

  • US bans MEXC crypto exchange over sanctions evasion, cybercrime links · BleepingComputer · 11-09 21:28 · 原文 The US Department of the Treasury has cut off the MEXC Global crypto exchange from the US financial system over sanctions evasion and links with cybercrime gangs. […]
  • Pro-Russian hackers target European officials, offer rewards for personal information · The Record · 11-09 21:15 · 原文 Pro-Russian hackers published the personal information of Italian Foreign Minister Antonio Tajani and other senior European officials on the dark web, offering cryptocurrency rewards for additional de…

财经快讯（中文）

  • [11-09 21:59] 卡尼聘请桥水的Karniol-Tambour负责运营加拿大主权财富基金。（彭博）（原文）
  • [11-09 21:57] 美元指数日内跌幅达0.5%，报101.78点。（原文）
  • [11-09 21:56] 布伦特原油日内跌幅达5.0%，报93.38美元/桶。WTI原油最低跌至86.60美元，为9月初以来最低。（原文）
  • [11-09 21:55] 美国10年期和30年期国债收益率随油价一同跌至日内低点。（原文）
  • [11-09 21:50] 中国商务部新闻发言人就调整出口管制管控名单措施答记者问。 据澎湃，中方尚未批准约60万枚英伟达先进芯片进口，外交部：建议询问主管部门。 据澎湃，美官员称与黄仁勋婚外情女子为中国情报机构工作，外交部：纯属捕风捉影。 特朗普即将会见关键调解人，称无意升级伊朗战事，鲁比奥泼冷水：谈判远未突破。 布油跌超3%！伊朗被曝在霍尔木…（原文）
  • [11-09 21:49] 欧元区Stoxx 50日内涨幅达1.5%，报6268.43点。（原文）
  • [11-09 21:42] 据伊朗伊斯兰共和国通讯社9日报道，伊朗军方发言人穆罕默德·阿克拉米-尼亚说，伊朗武装部队正在落实最高领袖近期指示，今后军事行动将更加注重快速回应和打击效果，且不再受地理范围限制。（新华社）（原文）
  • [11-09 21:26] 东方新能公告，为落实拓展算力服务业务的战略部署，公司计划由东方新能（北京）企业管理中心（有限合伙）实施高性能算力集群项目，新能企管中心与经销商A签署《销售合同》，采购GPU产品，合同总金额约9.12亿元（含税），最晚交货不晚于协议签署后12个月。该事项已经董事会审议通过，无需经股东会审议。公司算力服务业务尚处于起步阶段…（原文）
  • [11-09 21:25] 法国总工会(CGT)主席Sophie Binet称，法国工会呼吁在11月17日于全国范围内举行新一轮罢工和抗议活动，以抗议生活成本和公共部门工资问题。CGT呼吁所有雇员、退休人员和年轻人抓住这一天，将其变成又一次大规模罢工和示威游行的日子。Binet指责政府对法国持续数周的抗议活动只做出了一些“微不足道的让步”。（原文）
  • [11-09 21:23] 伊拉克总理会见伊朗议长卡利巴夫，讨论结束战争努力。（法尔斯通讯社）（原文）
  • [11-09 21:20] 英国国债延续涨势，英国10年期国债收益率下跌5个基点至5.10%。（原文）
  • [11-09 21:17] 黄仁勋可能成为沃伦重点监管对象。（POLITICO）（原文）

央行公告

数据源状态

  • 1 个源失败：
    • world-news：Hacker News：RemoteDisconnected: Remote end closed connection without response

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