中文导读

共和党控制的众议院暂时否决弹劾国防部长赫格塞思的动议，特朗普称赞他是「伟大的爱国者」，民主党明年仍可再提。Anthropic IPO 需求强劲，承销银行正考虑上调发行价，估值目标可能升至 1.5 万亿美元或更高，亚马逊与谷歌作为大股东将显著受益。市场情绪回暖，美股期货走高（纳指期货涨约 1%）；CoreWeave 因 90 亿美元预付款安排缓解债务担忧、股价上涨，儿童服饰零售商 Children’s Place 则申请破产、负债 8.81 亿美元。科技与安全方面，AMD Zen 6 EPYC Venice 细节曝光（台积电 N2P 工艺、双路性能较上代提升 93%）；云托管商 Railway 被入侵，黑客盗用客户凭据产生约 74 万美元 AI 费用。

行情

资产最新日涨跌4h 变化
标普5007,520.93-0.63%+0.00%
纳斯达克综合25,065.88-1.21%+0.00%
道琼斯52,231.89+0.86%+0.00%
恒生指数24,394.52+1.99%-0.66%
上证指数3,669.68-0.55%+0.16%
日经22561,129.72+0.08%+1.11%
VIX 恐慌指数19.46+17.16%+0.00%
美元指数102.236+0.68%-0.01%
美元/人民币6.674+0.01%+0.06%
美债10年收益率4.983+1.82%+0.00%
COMEX 黄金4,053.20-1.47%+0.35%
WTI 原油86.27-4.70%-0.21%
比特币73,514.43-2.95%-0.38%
以太坊2,052.70-8.21%-0.14%

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 $73,532 · ETH $2,052 · 恐慌贪婪 29（Fear）

要闻

AI 与科技

  • Gilbert + Tobin rethinks the business of law with AI · OpenAI News · 11-12 08:00 · 原文 A conversation with Sam Nickless, Partner and Chief Executive Officer at Gilbert + Tobin.
  • Introducing Kimi K3.1 Pro on Amazon Bedrock · AWS ML Blog · 11-11 09:07 · 原文 Kimi K3.1 Pro from Moonshot AI is now available on Amazon Bedrock. Learn how to get started through the OpenAI-compatible Chat Completions, Responses, and Converse APIs, optimize inference with explic…
  • Build a daily dependency watcher with LangGraph and Amazon Bedrock AgentCore web search · AWS ML Blog · 11-11 07:34 · 原文 The Web Search API in Amazon Bedrock AgentCore gives agents current, cited web results signed with the AWS credentials they already use. In this post, build a daily dependency watcher as a LangGraph g…
  • The agent evaluation playbook: Built-in, DeepEval, and AutoEval on Amazon Bedrock AgentCore Evaluations · AWS ML Blog · 11-11 06:35 · 原文 When you deploy an agent, whether it is working is really several questions: did it finish the task, stay on topic, leak data, or skip steps? This post shows how to evaluate agents on Amazon Bedrock A…

科技

  • An analysis of the tech job market in late 2026: product managers seem to be benefiting most in the AI era, demand for engineers is plateauing, and more (Lenny Rachitsky/Lenny’s Newsletter) · Techmeme · 11-11 09:10 · 原文 Lenny Rachitsky / Lenny’s Newsletter : An analysis of the tech job market in late 2026: product managers seem to be benefiting most in the AI era, demand for engineers is plateauing, and more — PMs ar…
  • X launches its own clipping feature to spur influencer engagement · TechCrunch · 11-11 09:02 · 原文 X is jumping into clipping, the popular practice of cutting long videos into short, shareable clips that can go viral.
  • Amazon and Google Win Big From Anthropic IPO · The Information · 11-11 09:01 · 原文 If you’re looking for a cheaper way of getting exposure to Anthropic than buying the stock directly, consider Amazon or Google. Anthropic’s updated IPO filing on Tuesday shows just how many shares eac…
  • Sources: Anthropic’s bankers are weighing plans to raise its IPO price following heavy demand, which could increase the valuation target to $1.5T or more (Financial Times) · Techmeme · 11-11 08:45 · 原文 Financial Times : Sources: Anthropic’s bankers are weighing plans to raise its IPO price following heavy demand, which could increase the valuation target to $1.5T or more — Claude maker’s listing pri…
  • Microsoft’s DLSS competitor is out for the Xbox Ally X and works in handheld mode · The Verge · 11-11 08:34 · 原文 Microsoft is now rolling out Automatic Super Resolution (Auto SR), an upscaling technology that competes with Nvidia’s DLSS, for the Xbox Ally X, Xbox Ally X20, and select Windows Copilot Plus PCs, th…
  • A deep dive into AMD’s Zen 6 EPYC Venice: it uses TSMC’s N2P, the 9686F often beats Nvidia’s Vera, a dual 9996 is up to 93% faster than a dual Zen 5 9965, more (Jake Roach/Tom’s Hardware) · Techmeme · 11-11 08:25 · 原文 Jake Roach / Tom’s Hardware : A deep dive into AMD’s Zen 6 EPYC Venice: it uses TSMC’s N2P, the 9686F often beats Nvidia’s Vera, a dual 9996 is up to 93% faster than a dual Zen 5 9965, more — Our firs…

财经与市场

  • One reason Children’s Place is filing for bankruptcy? Not enough children. · MarketWatch · 11-11 09:54 · 原文 The chain has been contending with falling birth rates, cautious consumers, stiff competition and $881 million in debt.
  • Asian Currencies Soften After U.S. CPI Data Boosts Dollar · WSJ Markets · 11-11 09:45 · 原文 Asian currencies were broadly weaker against the dollar. The hotter-than-expected U.S. CPI and Fed officials’ comments rekindled rate-hike expectations, lifting the greenback and Treasury yields.
  • CoreWeave’s stock pops as new financing playbook eases debt concerns · MarketWatch · 11-11 09:12 · 原文 A third-quarter revenue beat and $9 billion in planned prepayments gave investors renewed confidence in CoreWeave’s business.
  • Gold Edges Higher in Likely Technical Rebound · WSJ Markets · 11-11 08:32 · 原文 Gold edged higher in early Asian trade in a likely technical rebound after tumbling overnight.
  • Anthropic bankers prepare to increase IPO valuation to $1.5tn or more · Financial Times · 11-11 08:27 · 原文 Claude maker’s listing price expected to rise after strong demand from investors
  • Nikkei Flat, Supported by Bank, Pharma Stocks · WSJ Markets · 11-11 08:25 · 原文 Japan’s Nikkei Stock Average was flat at 60451.02 as gains in bank and pharmaceutical shares offset losses in technology and machinery stocks.

国际与地缘

  • Rep. Jim Jordan of Ohio elected to lead House Republicans in the minority - AP News · AP (Google News) · 11-11 09:31 · 原文 Rep. Jim Jordan of Ohio elected to lead House Republicans in the minority AP News
  • ICE Deportation Flight Carrying Iranians Turns Back and Lands in Arizona · NYT World · 11-11 09:30 · 原文 The Iranian immigrants in the plane were scheduled to be flown to Pakistan and then transferred to Iran, lawyers for the group said.
  • Macquarie Bank to pay $14m penalty after confusing ‘welcome rate’ promotion · The Guardian World · 11-11 09:23 · 原文 Asic says customers should not have to check every transaction to ensure they receive the correct interest Macquarie Bank is set to pay a $14m court-imposed penalty after it admitted to breaking the C…
  • Federal judge allows Trump’s $10bn defamation lawsuit against BBC to proceed · The Guardian World · 11-11 09:18 · 原文 Trump-appointed judge Jeffrey T Kuntz partially denies British broadcaster’s motion to dismiss over edit Federal judge Jeffrey T Kuntz ruled on Tuesday that Donald Trump’s lawsuit against the BBC can …
  • US House blocks bid to impeach Defence Secretary Pete Hegseth, for now · BBC World · 11-11 09:14 · 原文 Trump welcomes the outcome, praising Hegseth as a “Great American Patriot”, but Democrats can try again next year.
  • World News: Top & Breaking World News Today - AP News · AP (Google News) · 11-11 09:13 · 原文 World News: Top & Breaking World News Today AP News

安全与隐私

  • Railway breach leads to $740,000 in fraudulent AI charges · BleepingComputer · 11-11 06:20 · 原文 Cloud hosting provider Railway says hackers exploited vulnerabilities in its infrastructure to steal customer authentication secrets and generate approximately $740,000 in fraudulent AI usage, potenti…

财经快讯（中文）

  • [11-11 10:00] 受贿数额特别巨大，海南省人大常委会原党组成员、副主任肖杰被提起公诉。（央视新闻）（原文）
  • [11-11 09:54] 日本首相高市早苗：无意推行会引发过度通胀的财政政策。 预计日本央行实施适当的货币政策，以持续且稳定地实现2%的通胀目标。（原文）
  • [11-11 09:49] A股PCB概念股再度拉升，光洋股份3连板，股价续创历史新高，四会富仕、杰普特、迅捷兴、东山精密、沪电股份涨超5%。（原文）
  • [11-11 09:45] A股半导体芯片股震荡走强，天普股份触及涨停，利扬芯片涨超12%，富瀚微、创耀科技、领先股份、力芯微、复旦微电等涨幅居前。（原文）
  • [11-11 09:42] 软银：37亿美元的数据中心资产减记与俄亥俄州项目无关。（原文）
  • [11-11 09:42] 美股期货走高，纳斯达克100指数期货上涨1%，标普500指数期货上涨0.4%。（原文）
  • [11-11 09:38] 韩国首尔总涨幅扩大至1%。（原文）
  • [11-11 09:35] A股CPO概念股开盘拉升，剑桥科技涨停，太辰光、中际旭创、仕佳光子、新易盛、源杰科技纷纷走高。（原文）
  • [11-11 09:34] 日经225指数涨幅扩大至1%。（原文）
  • [11-11 09:32] 光伏板块持续反弹，亚玛顿3连板，金辰股份、清源股份涨停，泽润新能涨超10%，钧达股份、高测股份等跟涨。（原文）
  • [11-11 09:32] 恒指盘初跌1%，恒生科技指数跌1.3%。（原文）
  • [11-11 09:31] 中证转债指数开盘上涨0.02%。运机转债、三房转债、福新转债、盛德转债、闻泰转债涨幅居前，分别涨7.44%、3.57%、3.21%、2.41%、2.31%。凯众转债、奥飞转债、丝路转债、欧通转债、芯海转债跌幅居前，分别跌2.03%、1.11%、1.01%、0.93%、0.81%。（原文）

央行公告

数据源状态

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