中文导读

OpenAI 向投资者透露第三季度收入同比增约 50% 至约 100 亿美元，增速较二季度的 17% 明显加快；CoreWeave 三季度收入 36.6 亿美元（同比 +168%），但净亏损扩大至 7.09 亿美元、积压订单升至 1,325 亿美元。通胀数据后美股连续第二日承压，标普跌 0.63%、纳指跌 1.21%，过去 4 小时则小幅反弹，VIX 报 19.46。美国中期选举后共和党完成领导层更替：众议院选出吉姆·乔丹为领袖、参议院图恩连任，桑德斯表示不支持舒默继续领导参议院民主党。安全方面，微软本月补丁日修复近 1,100 个漏洞（连续第二个月破千，含一个已被利用的 Outlook 漏洞）；一名驻英美军士兵因涉嫌为俄罗斯从事间谍活动被捕；日本宜得利称 3,762 万条客户记录被窃。

行情

资产最新日涨跌4h 变化
标普5007,520.93-0.63%+0.47%
纳斯达克综合25,065.88-1.21%+0.66%
道琼斯52,231.89+0.86%+0.28%
恒生指数24,557.04+4.38%+0.00%
上证指数3,663.72-0.61%+0.00%
日经22560,459.58-2.78%+0.00%
VIX 恐慌指数19.46+17.16%-8.03%
美元指数102.250+0.69%-0.09%
美元/人民币6.670-0.00%+0.03%
美债10年收益率4.983+1.82%-0.42%
COMEX 黄金4,038.90-1.81%+0.24%
WTI 原油86.45-4.50%+0.16%
比特币73,796.81-2.57%+0.83%
以太坊2,055.52-8.03%+1.46%

美债收益率（11/10/2026）：2Y 4.73% · 10Y 4.98% · 30Y 5.35% · 10Y-2Y 0.25 个百分点

BTC $73,785 · ETH $2,055 · 恐慌贪婪 32（Fear）

要闻

AI 与科技

  • llm-gemini 0.36 · Simon Willison · 11-11 04:09 · 原文 Release: llm-gemini 0.36 Gemini 4 Carbon was announced two weeks ago for “a subset of cyber defenders”, but today it’s available to everyone else . This is Google’s best ever Gemini, priced at $2/mill…
  • Designing for Agents — Zeno Rocha, Resend · Latent Space · 11-11 04:05 · 原文 Where does answer engine optimization (AEO) end and agent experience begin? Inside Resend, from the docs that help Claude Code pick an email API to the tools it uses to send.
  • Gemini Intelligence: New features, on more devices · Google AI Blog · 11-11 03:00 · 原文 Gemini Intelligence is rolling out to more devices. See how expanded capabilities across these devices help you do more.
  • NaiveAI Promises 2,100 Tokens per Second. How Well Does It Code? · Latent Space · 11-11 02:56 · 原文 NaiveAI could potentially top Artificial Analysis’s speed rankings. Our hands-on test suggests its coding quality holds up against DeepSeek.
  • Autonomous treasury agents: How Trovata built an AI-native solution on Amazon Bedrock and AgentCore · AWS ML Blog · 11-11 02:11 · 原文 Learn how Trovata built autonomous treasury agents on Amazon Bedrock and Amazon Bedrock AgentCore, using an RBAC-secured architecture for bank-branded AI deployment and agentic workflows that move cor…

科技

  • CoreWeave Reports Revenue Surge But Huge Increase in Cash Burn · The Information · 11-11 05:58 · 原文 CoreWeave reported third quarter revenue of $3.66 billion, more than double the year earlier number of $1.365 billion, but its losses also ballooned. CoreWeave’s net loss for the quarter jumped to $70…
  • Finding a vulnerability in Star Wars Episode I: Racer · Lobsters · 11-11 05:58 · 原文 Comments
  • Oura is acquiring medical AI chatbot startup Counsel Health · The Verge · 11-11 05:40 · 原文 Oura announced its quarterly earnings today and said it agreed to acquire Counsel Health for $625 million, after adding the company’s AI chatbot to its app earlier this year. Counsel Health calls itse…
  • CoreWeave reports Q3 revenue up 168% YoY to $3.66B, vs. $3.55B est., a net loss of $709M, and a $132.5B revenue backlog, up from $104B as of June (Jordan Novet/CNBC) · Techmeme · 11-11 05:40 · 原文 Jordan Novet / CNBC : CoreWeave reports Q3 revenue up 168% YoY to $3.66B, vs. $3.55B est., a net loss of $709M, and a $132.5B revenue backlog, up from $104B as of June — CoreWeave reported better-than…
  • Sources: the US Commerce Dept. delayed new Entity List additions for two months, leaving off Megaspeed despite four other US agencies pushing for its inclusion (Financial Times) · Techmeme · 11-11 05:35 · 原文 Financial Times : Sources: the US Commerce Dept. delayed new Entity List additions for two months, leaving off Megaspeed despite four other US agencies pushing for its inclusion — Company connected to…
  • Source: OpenAI told investors on Tuesday that its revenue jumped 50% to around $10B in Q3, up from 17% growth in Q2 (The Information) · Techmeme · 11-11 05:22 · 原文 The Information : Source: OpenAI told investors on Tuesday that its revenue jumped 50% to around $10B in Q3, up from 17% growth in Q2 — OpenAI has told investors that revenue jumped nearly 50% to $10 …

财经与市场

  • Auto & Transport Roundup: Market Talk · WSJ Markets · 11-11 05:57 · 原文 Find insight on the U.S. barge fleet, Renault, and more in the latest Market Talks covering Auto and Transport.
  • Tech, Media & Telecom Roundup: Market Talk · WSJ Markets · 11-11 05:56 · 原文 Find insight on CoreWeave, Alphabet, Nvidia and more in the latest Market Talks covering Technology, Media and Telecom.
  • Mississippi Senate: Scott Colom extends tight lead over Hyde-Smith as ballot deadlines hit · CNBC · 11-11 05:55 · 原文 Tuesday was the deadline for provisional ballots to be resolved in Mississippi, and the deadline for the receipt of mail-in absentee ballots.
  • U.S. Stocks Slip on Inflation, AI Worries · WSJ Markets · 11-11 05:54 · 原文 U.S. stocks fell after hotter-than-expected inflation data and a more modest valuation for one of the leading artificial-intelligence players.
  • Rep. Jim Jordan, Sen. John Thune elected GOP leaders in Congress · CNBC · 11-11 05:48 · 原文 House Speaker Mike Johnson, R-La., announced the day after Election Day he would not run for minority leader in the 120th Congress.
  • White House vows to press ahead with tariffs despite midterm backlash over rising prices · CNBC · 11-11 05:45 · 原文 Business executives warned at a Washington summit of rising costs and shifting supply chains as polls showed growing opposition to Trump’s tariffs.

国际与地缘

  • Senior U.S. Officer Is Arrested in U.K. Over Allegations of Spying for Russia · WSJ World · 11-11 05:52 · 原文 The 41-year-old, detained near Gloucester, was assigned to a NATO rapid reaction command structure in the U.K.
  • France’s Macron and wife file new lawsuit against US podcaster Owens - Reuters · Reuters (Google News) · 11-11 05:35 · 原文 France’s Macron and wife file new lawsuit against US podcaster Owens Reuters
  • House Republicans elect Rep. Jim Jordan as their next leader following election losses - NBC News · Google News Top · 11-11 05:34 · 原文 House Republicans elect Rep. Jim Jordan as their next leader following election losses NBC News House Republicans Pick Jim Jordan, a Close Trump Ally, as Their Next Leader The New York Times WATCH LIV…
  • Opinion | If You Think War Is Unpopular, Wait Till You See Defeat · WSJ World · 11-11 05:33 · 原文 Truman’s lesson for Iran: History often vindicates difficult decisions that exact a political price.
  • China-Asean partnership is helping build common home and shared future · SCMP · 11-11 05:30 · 原文 On November 22, 2021, President Xi Jinping and the leaders of the Association of Southeast Asian Nations (Asean) jointly announced the establishment of a China-Asean Comprehensive Strategic Partnershi…
  • Bernie Sanders won’t support Schumer for Senate Democratic leader, saying it’s time for change - AP News · AP (Google News) · 11-11 05:30 · 原文 Bernie Sanders won’t support Schumer for Senate Democratic leader, saying it’s time for change AP News

安全与隐私

  • Microsoft Fixes Nearly 1,100 Security Vulnerabilities · Krebs on Security · 11-11 05:55 · 原文 Microsoft did another four-digit patch drop today, releasing updates to fix almost 1,100 security vulnerabilities in its Windows operating systems and supported software. This month’s Patch Tuesday ad…
  • US Army member arrested in UK over allegations of spying for Russia · The Record · 11-11 05:13 · 原文 The unnamed soldier was arrested by British counterterrorism police “working closely” with U.S. authorities, including the FBI and the military, the Metropolitan Police said in a statement.
  • Microsoft’s Patch Tuesday surpasses 1,000 bugs for second month in a row · The Record · 11-11 04:55 · 原文 An exploited Outlook vulnerability drew most of the attention in Microsoft’s latest Patch Tuesday, which listed 1,093 bugs total.
  • Japanese furniture giant Nitori says hackers stole 37.6M customer records · BleepingComputer · 11-11 04:54 · 原文 Nitori, a major Japanese furniture and home accessories retailer, discovered that an attacker accessed a system on its network and may have stolen 37.62 million customer records. […]
  • Microsoft releases Windows 10 KB5131096 extended security update · BleepingComputer · 11-11 04:04 · 原文 Microsoft released the Windows 10 KB5131096 extended security update, which includes this month’s November 2026 Patch Tuesday fixes and a few bug fixes and changes. […]
  • Hackers exploit trusted AWS access to breach multiple cloud environments · BleepingComputer · 11-11 03:31 · 原文 A threat actor used compromised identity and access management (IAM) credentials for a Qubole big data platform’s AWS account to access and exfiltrate data from multiple customers’ AWS environments. […

财经快讯（中文）

  • [11-11 05:58] 泰国内阁10日批准数据中心监管政策，决定按用电规模实施七级分类管理，20兆瓦及以上项目将面临更严格的选址要求。泰国副总理兼财政部长艾尼迪表示，政府将设立一站式服务中心，统筹数据中心项目审批。 据泰国国家经济和社会发展委员会秘书长丹努差介绍，数据中心将按照用电规模划分为七级：低于0.5兆瓦、0.5至5兆瓦、5至10兆瓦、…（原文）
  • [11-11 05:57] 美国联邦贸易委员会（FTC）：五个周加入起诉Hims & Hers Health的行动。（原文）
  • [11-11 05:52] “新美联储通讯社”Nick Timiraos点评：在（美国CPI通胀数据出炉的）同一天，美联储官员沃勒和洛根为更快的加息打开了大门之际，美联储副主席米基·鲍曼却发出了谨慎的警告：鉴于最近的市场发展情况，进一步收紧的好处“必须仔细权衡其成本”。 在她的发言中，她提到了人工智能融资生态系统的相互关联性，包括“循环融资现象的…（原文）
  • [11-11 05:51] 德国总理默茨10日表示，欧盟必须将对乌克兰的支持政策全面纳入欧盟预算。未来数年如何为乌克兰提供资金支持，应成为欧盟新一轮多年期预算谈判的重要内容。默茨当天与到访的匈牙利总理毛焦尔举行会谈。在会后联合记者会上默茨表示，欧盟新一轮多年期预算谈判正进入关键阶段。他强调，绝不能放松对乌克兰的财政支持，因为这关系到欧洲的集体安全…（原文）
  • [11-11 05:48] 美国石油协会（API）数据显示，上周，美国API原油库存 -980万桶，之前一周 -526.7万桶。 上周API库欣原油库存 +510万桶，前值 +51.1万桶。 上周API成品油汽油库存 +270万桶（前值 +142.7万桶）、馏分油库存 -800万桶（前值 -119.2万桶）。（原文）
  • [11-11 05:41] 明晟公司MSCI新兴市场股票指数涨1.6%，发展中国家外汇指数涨0.05%。（原文）
  • [11-11 05:38] 美国商品期货交易委员会（CFTC）警告预测平台公司Kalshi，这家衍生品监管部门可能立即对其提起诉讼。 CFTC调查该公司提供的特定押注合约。（Politico）（原文）
  • [11-11 05:36] 美国参议院共和党（少数派）领袖图恩：可能延长会期并增加投票日，以强势收尾。（原文）
  • [11-11 05:26] CoreWeave转跌，业绩报告发布后一度涨11%。（原文）
  • [11-11 05:26] Point72 Asset Management旗下量化交易部门指控一名前研究分析师利用Anthropic PBC的Claude和OpenAI的Codex窃取专有源代码，目的是加入一家竞争对手。 Cubist Systematic Strategies周一在美国康涅狄格州斯坦福德的州法院起诉Xin Jin。Cubist…（原文）
  • [11-11 05:26] 周二（11月10日），黄金ETF收跌2.68%，美国国债20+年ETF跌1.32%，美国布伦特油价基金、新兴市场ETF、纳斯达克100 ETF、罗素2000指数ETF、巴克莱美国可转债ETF、日元做多、欧元做多、标普500 ETF、道指ETF、美国房地产ETF至多跌0.97%。 农产品基金收涨0.61%，做多美元指数涨…（原文）
  • [11-11 05:20] 提醒：北京时间05:30，美国石油协会（API）将发布行业版原油库存周报，非API会员最早可在04:32前后获得数据详情。（原文）

央行公告

数据源状态

  • 新闻源全部成功；行情与快讯源正常。

自动生成：scripts/qq_digest.py（新闻：world-news-daily / 行情：market-daily）。仅信息聚合，不构成投资建议。