中文导读

中国 10 月出口同比增长 35.2%、进口创五年最快增速，前 10 个月贸易顺差突破 1 万亿美元（CNBC/FT）；台积电 10 月销售额同比增 59.7% 至 5,868.9 亿元台币，芯片景气延续。英伟达「间谍门」继续深挖：彭博分析称英伟达 2025 年向美国政府申报的、经由合作伙伴卖给 Megaspeed 的芯片数量少报了 5 万颗，NYT 以「The Nvidia Affair」梳理芯片走私生态。美国政坛方面，白宫选定 Palantir CISO Michael LoSapio 出任 CISA 局长；加州 5% 亿万富翁税（Prop 40）被否决，科技界以约 10:1 的投入击败支持方。市场方面，WTI 日内跌 5.04% 至 85.96 美元，黄金持稳，以太坊跌 5%；俄美乌三方会谈在阿布扎比重启，特朗普称美国对伊朗再度动武「极不可能」。

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24,569.11+4.43%-0.01%
上证指数3,671.18-0.41%-0.14%
日经22560,738.61-2.33%+0.56%
VIX 恐慌指数19.92-4.37%+0.00%
美元指数101.683+0.13%-0.02%
美元/人民币6.669-0.01%-0.02%
美债10年收益率4.864-1.78%+0.00%
COMEX 黄金4,131.70+0.44%-0.04%
WTI 原油85.96-5.04%+0.01%
比特币74,683.36-1.40%-0.39%
以太坊2,121.26-5.09%-0.11%

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 $74,771 · ETH $2,124 · 恐慌贪婪 32（Fear）

要闻

AI 与科技

  • Quoting Prompting Claude Fable 5.2 · Simon Willison · 11-10 13:34 · 原文 Claude Fable 5.2 responds closely to what the prompt says about who owns the code it works on. In Anthropic’s testing on small coding tasks, when a prompt said nothing about ownership or presented the…
  • MIT-led team receives funding to develop next-generation alternatives to modern weed killers · MIT News AI · 11-10 13:00 · 原文 With up to $53 million from ARPA-H, the researchers will use AI to generate safer herbicides that reduce dependence on imports and improve the security of the U.S. food supply.

科技

  • The White House picks Palantir CISO Michael LoSapio to lead the DHS’ Cybersecurity and Infrastructure Security Agency, replacing Acting Director Nick Andersen (Reuters) · Techmeme · 11-10 13:40 · 原文 Reuters : The White House picks Palantir CISO Michael LoSapio to lead the DHS’ Cybersecurity and Infrastructure Security Agency, replacing Acting Director Nick Andersen — The White House said on Monda…
  • California’s proposed ‘billionaire tax’ fails to pass · TechCrunch · 11-10 13:18 · 原文 California voters rejected Proposition 40, the one-time 5% tax on billionaires, the AP reported Monday. Tech leaders outspent backers roughly 10 to 1 to defeat it, and the founders and economists Tech…
  • A New AI Tool From Google DeepMind Proved the Signal Protocol Is Secure · Wired · 11-10 13:01 · 原文 DeepMind researchers were able to formally verify that the widely used encryption protocol works as intended. Their stretch goal? Do the same for “all the software of the world.”
  • Australia is drafting legislation for an AI safety regulator empowered to impose “significant penalties” after an OpenAI model hacked a government site in Sept. (James Mayger/Bloomberg) · Techmeme · 11-10 12:40 · 原文 James Mayger / Bloomberg : Australia is drafting legislation for an AI safety regulator empowered to impose “significant penalties” after an OpenAI model hacked a government site in Sept. — Australia …
  • Jensen Huang’s alleged honeypot scandal has inspired some top-notch memes · TechCrunch · 11-10 12:34 · 原文 The internet is having a field day with Nvidia’s Jensen Huang’s alleged honeypot scandal.
  • Analysis: Nvidia’s 2025 figures to the US government undercounted chips sold to Megaspeed via partners by 50K; Nvidia did not give Bloomberg an exact figure (Mackenzie Hawkins/Bloomberg) · Techmeme · 11-10 12:25 · 原文 Mackenzie Hawkins / Bloomberg : Analysis: Nvidia’s 2025 figures to the US government undercounted chips sold to Megaspeed via partners by 50K; Nvidia did not give Bloomberg an exact figure — Nvidia Co…

财经与市场

  • Yuan Rally Likely to Cool, Not Reverse · WSJ Markets · 11-10 13:55 · 原文 China’s increase in banks’ foreign-exchange reserve requirements is aimed at slowing the yuan’s appreciation rather than reversing it, OCBC said.
  • TSMC’s October sales jump as global chip boom rolls on · CNBC · 11-10 13:42 · 原文 TSMC reports its monthly sales figures for October on Tuesday.
  • China’s monthly imports grow at fastest pace in five years as surplus crosses $1 trillion in 2026 · CNBC · 11-10 13:03 · 原文 Goods exports soared by 35.2% last month from a year earlier, exceeding expectations for a 33.5% jump in a Reuters poll and slowing from a 36.3% jump in September.
  • China’s trade surplus exceeds $1tn for first 10 months of year · Financial Times · 11-10 13:03 · 原文 Balance is on course for annual record that would intensify tensions with trade partners
  • No, Brits have not fallen out of love with work · Financial Times · 11-10 13:00 · 原文 There is a more straightforward reason for employees’ decreased willingness to go above and beyond — not enough money and control
  • Talks aimed at ending Russia’s war in Ukraine to resume · Financial Times · 11-10 13:00 · 原文 But expectations of a breakthrough are low because Putin is showing no sign of wanting to halt the conflict

国际与地缘

  • California billionaire tax measure defeated in contentious vote · SCMP · 11-10 13:53 · 原文 A billionaire tax that US Senator Bernie Sanders and other progressives championed as an antidote to economic inequality and a potential model for the rest of the country was defeated in California, U…
  • The Nvidia Affair · NYT World · 11-10 13:43 · 原文 An illicit relationship between the C.E.O. and an alleged Chinese spy is putting the spotlight on a murky ecosystem of companies smuggling A.I. chips into China.
  • Polish unity on show in silent march to honour Krakow shooting victims · BBC World · 11-10 13:38 · 原文 Fiercely proud of its reputation for safety, Poland has been profoundly shaken by Saturday’s attack, writes Sarah Rainsford.
  • Hong Kong civil servants to be given 12 hours of family care leave a year · SCMP · 11-10 13:37 · 原文 Hong Kong’s civil servants will be entitled to up to 12 hours of family care leave a year from January, with the government promising flexible, streamlined approval procedures as part of a “people-ori…
  • Trump says more US attacks on Iran ‘highly unlikely’ · BBC World · 11-10 13:33 · 原文 The president says the US is keeping “status quo” with Iran but remains “locked and loaded” should the situation change.
  • Beau Lamarre-Condon admits entering Jesse Baird’s house when he wasn’t home and eating Easter egg, murder trial hears · The Guardian World · 11-10 13:28 · 原文 Former police officer tells jury he joked about being ‘white girl crazy’ with friends as lawyer questions him about start of relationship with TV presenter Get our breaking news email , free app or da…

财经快讯（中文）

  • [11-10 13:55] 英业达：前9个月营收7,422.6亿元台币，同比增长43%；净利润88.6亿元台币，同比增长34%；每股收益2.47元台币，上年同期1.85元台币。（原文）
  • [11-10 13:52] 商务部：自2026年11月6日起对原产于欧盟的进口对位芳纶长丝进行反倾销立案调查。（原文）
  • [11-10 13:52] 商务部：自2026年11月6日起对原产于欧盟和日本的进口乙叉降冰片烯进行反倾销立案调查。（原文）
  • [11-10 13:50] 美团正式开源 LongCat-2.5，采用MIT协议，支持商用推理部署与二次训练，无需额外授权。LongCat-2.5是面向长程智能体任务的原生多模态模型，在复杂代码库开发、完整项目构建、Visual Coding与专业办公场景中，端到端交付能力均有明显提升。模型总参数1.6万亿，每个token激活约480亿参数，支持…（原文）
  • [11-10 13:35] 中国台湾证交所加权股价指数收高2.5%报42,711.92点。（原文）
  • [11-10 13:33] 据塔斯社援引消息人士报道，新一轮俄美乌三方会谈将于当地时间11月10日11时50分（北京时间15时50分）在阿联酋阿布扎比开始举行。此前披露的消息称，本次会谈聚焦战后安全安排、局势降级、人道主义行动，以及实现和平的后续步骤。（CCTV国际时讯）（原文）
  • [11-10 13:31] 台积电：10月销售额5,868.9亿元台币，同比增长59.7％。（原文）
  • [11-10 13:28] 近日，江苏省工信厅、省发展改革委、省科技厅、省市场监管局联合印发《江苏省新型储能产业高质量发展行动计划》，提出到2030年，全省新型储能产业规模全国领先，累计装机规模超过1000万千瓦。组织实施不少于10项关键技术攻关任务，到2030年建成省级以上各类创新载体不少于60家；打造行业大模型1个以上，培育“人工智能+”典型…（原文）
  • [11-10 13:26] A股半导体板块走高，乐鑫科技盘中创新高，富瀚微、瑞芯微涨停，星宸科技涨超15%，全志科技、清溢光电、恒玄科技、赛微微电、中科蓝讯、燕东微、龙迅股份、盛科通信涨超10%。（原文）
  • [11-10 13:16] 今天（11月10日），中国金币集团有限公司发布关于贵金属价格波动的风险提示：近期，受国内外多重宏观因素叠加影响，贵金属价格震荡加剧。广大集藏投资者需树立理性稳健的配置理念，客观认知贵金属市场运行规律，高度重视市场价格波动风险。理性参与、审慎操作，避免盲目追涨杀跌，科学管控投资集藏风险。（原文）
  • [11-10 13:11] 国家卫生健康委、国家医保局、国家中医药局、国家疾控局今天（10日）发布了《关于进一步做好创新药安全合理配备使用工作的通知》，围绕创新药安全合理配备使用的重点环节，从促进合理配备、加强培训指导、优化使用条件、完善管理举措等方面提出了具体政策措施。（原文）
  • [11-10 13:09] A股消费电子板块午后拉升，瀛通通讯、朝阳科技双双涨停，博硕科技、达瑞电子涨超10%，贝仕达克、天键股份涨超7%。（原文）

央行公告

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