中文导读

Anthropic 的 IPO 进入冲刺：路透称其拟募资至多 693 亿美元、有望成为史上最大 IPO 之一，估值区间本周敲定；但公司同时告知承销银行此前的申报文件有误、将更新数据。英伟达「间谍门」继续发酵：特朗普称黄仁勋周一向他保证对「情人」是间谍一事并不知情，FBI 已在调查；The Information 开始讨论黄仁勋的潜在继任者。市场方面，亚洲科技股跟随美股反弹，软银涨 11%、恒指涨 4.45%，WTI 跌 2.46% 至 85.95 美元，黄金微跌、投资者等待美国通胀数据。安全领域，范德堡大学遭 BYOD 勒索软件攻击，世嘉（SEGA）第三方简讯服务商泄露 220 万个邮箱地址。

行情

资产最新日涨跌4h 变化
标普5007,549.94+0.11%+0.00%
纳斯达克综合25,253.14+0.35%+0.00%
道琼斯52,389.75+0.78%+0.00%
恒生指数24,572.03+4.45%+0.50%
上证指数3,676.34-0.27%+0.42%
日经22560,402.17-2.87%+2.77%
VIX 恐慌指数19.92-4.37%+0.00%
美元指数101.701+0.19%+0.03%
美元/人民币6.671+0.01%+0.13%
美债10年收益率4.864-1.78%+0.00%
COMEX 黄金4,133.50+1.49%-0.39%
WTI 原油85.95-2.46%-0.74%
比特币74,978.18-1.01%+0.08%
以太坊2,123.55-4.99%-0.14%

美债收益率（11/09/2026）：2Y 4.56% · 10Y 4.88% · 30Y 5.26% · 10Y-2Y 0.32 个百分点

BTC $75,021 · ETH $2,124 · 恐慌贪婪 32（Fear）

要闻

AI 与科技

  • How skills and agents work in AWS Quick · AWS ML Blog · 11-10 08:21 · 原文 Repeatable tasks like status updates, release notes, and ticket creation can be encoded in AWS Quick through agents and skills. This post covers how agents, skills, and your data fit together in AWS Q…
  • llm-anthropic 0.31 · Simon Willison · 11-10 07:58 · 原文 Release: llm-anthropic 0.31 Anthropic released Fable 5.2 and Mythos 5.2 today. I’ve added them to llm-anthropic , so you can now run prompts through Fable 5.2 like this: uv tool install llm llm instal…
  • Locating the source of a mysterious beep with Claude · Simon Willison · 11-10 07:57 · 原文 Our house has a box room, full of boxes that we still haven’t unpacked from our last move. A couple of weeks ago something in that room started intermittently beeping . The beeps were far enough apart…

科技

  • Tabernetes: Kubernetes in your browser tab · Lobsters · 11-10 09:59 · 原文 Comments
  • Filing: Anthropic now aims to raise up to $69.3B in its IPO (Reuters) · Techmeme · 11-10 09:41 · 原文 Reuters : Filing: Anthropic now aims to raise up to $69.3B in its IPO — Anthropic is aiming to raise as much as $69.3 billion in what could rank among the largest initial public offerings on record, a…
  • Anthropic reportedly plans to move forward with IPO plans · TechCrunch · 11-10 09:27 · 原文 The AI company is expected to set its valuation range this week, the Wall Street Journal reported.
  • Who Could Succeed Jensen Huang at Nvidia? · The Information · 11-10 09:01 · 原文 Headhunters are probably calling around the semiconductor industry right now, trying to figure out who to pitch to Nvidia’s board as a possible successor to Nvidia CEO Jensen Huang, just in case the c…
  • Blunt Banhammer Blocks Basic Bots Ballistically · Lobsters · 11-10 08:48 · 原文 Comments
  • David Ellison says AI could be the ‘biggest creative unlock in modern history’ · The Verge · 11-10 08:28 · 原文 During Paramount Skydance’s latest earnings call, CEO David Ellison said “it’s hard to imagine” AI won’t have a bigger impact on the film industry than CGI. In response to a question about the company…

财经与市场

  • SoftBank Group shares surge 11% as Asian tech stocks track Wall Street rebound · CNBC · 11-10 09:50 · 原文 A sharp decline in oil prices lifted sentiment while renewed buying in semiconductor names overnight spilled over into Asia, following last week’s bruising sell-off.
  • Trump says Jensen Huang told him Monday he didn’t know paramour ‘was a spy’ · CNBC · 11-10 09:43 · 原文 President Donald Trump suggested he had only recently learned of allegations that Alice Huang was a Chinese spy.
  • The short seller who saw signs of Nvidia’s China scandal months ago claims Megaspeed isn’t the only company helping China access chips · MarketWatch · 11-10 08:48 · 原文 ‘We were confident in the research initially, and we’re still confident in it now,’ says Christian Lamarco, founder of Culper Research
  • Japan can tell the world what really matters when prepping · Financial Times · 11-10 08:47 · 原文 Telling people to stock up is one thing but the Japanese know that building a stockpile of civil credibility requires greater effort
  • Trump says FBI is ‘looking into’ Nvidia’s Jensen Huang · Financial Times · 11-10 08:35 · 原文 US company has been rocked by allegations its chief executive had an affair with a Chinese spy
  • Gold Edges Lower as Investors Await Key U.S. Inflation Data · WSJ Markets · 11-10 08:35 · 原文 Gold edged lower in early Asian trade. The precious metal has gained some momentum as lower oil prices and a rebound in equity markets boosted risk appetite, ANZ Research said.

国际与地缘

  • China uses military drones, heavy-lift and C909 planes in huge forest fire drill · SCMP · 11-10 09:59 · 原文 Firefighters used military drones, heavy transport aircraft and seaplanes in a large-scale drill in southwest China on Monday, as part of efforts to bring the latest technologies into emergency respon…
  • Bills vs. Vikings live updates, inactives, where to watch: MVP favorite Josh Allen, Buffalo face Carson Wentz with Kyler Murray injured - Yahoo Sports · Google News Top · 11-10 09:56 · 原文 Bills vs. Vikings live updates, inactives, where to watch: MVP favorite Josh Allen, Buffalo face Carson Wentz with Kyler Murray injured Yahoo Sports How to bet Bills-Vikings: Analysis, best bets and t…
  • Qantas to outsource 850 local jobs with most roles moving to India · BBC World · 11-10 09:55 · 原文 The Australian airline said the move was aimed at modernising its IT systems and noted the impact of AI.
  • Trump says FBI investigating Nvidia boss’s affair with alleged Chinese spy · BBC World · 11-10 09:44 · 原文 The US president said he spoke with Jensen Huang on Monday and asked him about the affair with the alleged spy.
  • House Dems size up 2028 Senate map after midterm landslide · Axios · 11-10 09:43 · 原文 Current and former House Democrats, flush with victory following their landslide midterm wins , are already looking at potential opportunities to run for Senate in 2028, Axios has learned. Why it matt…
  • Republican congressman to force impeachment vote on Defence Secretary Hegseth · BBC World · 11-10 09:38 · 原文 The effort will likely fail, but Representative Thomas Massie wants to push Trump to fire Hegseth before Democrats can launch their own impeachment process next year.

安全与隐私

  • Vanderbilt University hit in BYOD ransomware attack, data theft claimed · BleepingComputer · 11-10 07:52 · 原文 Vanderbilt University warns it is responding to a cyberattack claimed by the BYOD ransomware gang, which claims to have encrypted the university’s databases and stolen sensitive student, employee, and…
  • SEGA newsletter data breach exposes 2.2 million email addresses · BleepingComputer · 11-10 06:09 · 原文 Japanese gaming giant SEGA has disclosed that a data breach at its third-party newsletter provider, ARARA, exposed the email addresses of 2.2 million newsletter subscribers. […]
  • Defense One Futures (2min Trailer) · Defense One · 11-10 05:54 · 原文 How the United States and NATO are bringing robotics to the front line of combat.

财经快讯（中文）

  • [11-10 09:58] 宇树科技涨超10%，市值重回三千亿元上方。（原文）
  • [11-10 09:53] 马来西亚股指KLCI指数下跌1%。（原文）
  • [11-10 09:47] Anthropic告知银行家，此前发送给他们的IPO申报文件有误，公司将向银行更新数据。（路透）（原文）
  • [11-10 09:40] 美国司法部起诉Lyft，指控其拒绝为携带服务犬及使用轮椅的乘客提供出行服务，该诉讼要求Lyft赔偿受其歧视的残疾人士共计5300万美元。（原文）
  • [11-10 09:39] A股乳业等消费股表现活跃，阳光乳业直线涨停，品渥食品、一鸣食品、惠发食品、皇氏集团、均瑶健康跟涨。（原文）
  • [11-10 09:33] A股机器人概念股继续走强，锋龙股份、光洋股份、泰尔股份均2连板，福莱新材、龙软科技、宇树科技涨超7%。（原文）
  • [11-10 09:30] 中证转债指数开盘上涨0.66%。微导转债、满坤转债、澳弘转债、精测转2、联瑞转债涨幅居前，分别涨6.84%、5.70%、5.20%、5.15%、5.05%。三江转债、天润转债、山路转债、湘佳转债、广核转债跌幅居前，分别跌0.84%、0.08%、0.08%、0.08%、0.05%。（原文）
  • [11-10 09:29] A股半导体产业链开盘领涨，东方嘉盛3连板，通富微电、托伦斯、晶华微、先导基电、晶丰明源等涨超5%。（原文）
  • [11-10 09:29] 国债期货开盘，30年期主力合约跌0.16%，10年期主力合约跌0.03%，5年期主力合约跌0.03%，2年期主力合约跌0.01%。（原文）
  • [11-10 09:27] 据也门胡塞武装控制的马西拉电视台9日报道，胡塞武装当天敦促在沙特阿拉伯经营的外国企业进行登记，以避免设施被袭击。报道还说，对于那些参与沙特主导的对也门发起的军事行动的国家，来自这些国家企业的投资项目可能被列为潜在袭击目标。（新华社）（原文）
  • [11-10 09:25] 上证指数开盘报3682.04点，涨0.58%。 深证成指开盘报11313.32点，涨1.51%。 创业板指开盘报2518.44点，涨2.44%。 沪深300开盘报4089.05点，涨0.81%。 科创50开盘报1286.70点，涨2.37%。 中证500开盘报6675.23点，涨1.35%。 中证1000开盘报6590…（原文）
  • [11-10 09:23] 台湾证交所加权股价指数上涨3%至42,912.98点。（原文）

央行公告

数据源状态

  • 1 个源失败：
    • world-news：Google AI Blog：TimeoutError: The read operation timed out

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