中文导读

黄仁勋风波持续冲击：英伟达股价周二再跌 5.47%（周一已跌超 4%），Politico 称该丑闻显著提高了国会在今年通过《国防授权法案》收紧芯片出口限制的可能性。亚洲市场走强，A 股创业板指涨超 3%、台股加权指数涨 3.6%，存储芯片板块领涨，渠道端企业级颗粒涨价预期升温；恒指涨约 2%。其他方面，苹果宣布 Apple 支持社区将于 11 月 20 日永久关闭；美国财长贝森特据报因伊朗威胁搬至军事基地居住；乌克兰称俘获首位印尼籍战俘。

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24,405.15+2.03%+0.04%
上证指数3,686.87-0.08%+0.47%
日经22561,323.92+0.40%+0.32%
VIX 恐慌指数19.46+17.16%+0.00%
美元指数102.277-0.02%+0.04%
美元/人民币6.674+0.02%+0.01%
美债10年收益率4.983+1.82%+0.00%
COMEX 黄金4,067.30-0.19%+0.35%
WTI 原油86.61-4.65%+0.39%
比特币73,808.72-2.56%+0.40%
以太坊2,067.79-7.54%+0.74%

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 $73,856 · ETH $2,069 · 恐慌贪婪 29（Fear）

要闻

AI 与科技

  • ChatGPT Plus for veterans and servicemembers · OpenAI News · 11-11 16:00 · 原文 More than 20,000 veterans and transitioning service members have claimed a free year of ChatGPT Plus. See how they use it to prepare for civilian careers.
  • BotPsy: On-Device Personal Assistant with a Sub-Billion-Parameter Agentic Language Model · Hugging Face Blog · 11-11 13:01 · 原文
  • AI Engineer Code Summit: OpenAI on New Ways of Working With Codex · Latent Space · 11-11 12:49 · 原文 On the first day of AIE Code Summit, OpenAI showed how developers can steer Codex by voice, hand off work to the cloud, and make use of dots.
  • How AI Helps Recyclers Turn Mixed Waste Into Reusable Material · NVIDIA Blog · 11-11 11:00 · 原文 Vision AI and robotics pick what’s worth recovering out of conveyor belts of used clothing, bottles and mixed recyclables, diverting thousands of tons of materials from landfills.

科技

  • Apple says its Apple Support Community forum will close permanently on November 20 and starting today the site is read-only and no longer accepts new posts (Marcus Mendes/9to5Mac) · Techmeme · 11-11 13:40 · 原文 Marcus Mendes / 9to5Mac : Apple says its Apple Support Community forum will close permanently on November 20 and starting today the site is read-only and no longer accepts new posts — Users visiting t…
  • Greg Kurtzer’s Ginux is now a userspace kernel · Hacker News · 11-11 13:25 · 原文
  • Sources: Jensen Huang’s affair has significantly raised the chances of Congress enacting chip export limits this year via the National Defense Authorization Act (Politico) · Techmeme · 11-11 13:05 · 原文 Politico : Sources: Jensen Huang’s affair has significantly raised the chances of Congress enacting chip export limits this year via the National Defense Authorization Act — The espionage scandal surr…
  • Nvidia’s stock fell 5.47% on Tuesday, following a 4%+ drop on Monday after the revelation of Jensen Huang’s affair with Alice Huang, an alleged Chinese spy (April Roach/CNBC) · Techmeme · 11-11 12:45 · 原文 April Roach / CNBC : Nvidia’s stock fell 5.47% on Tuesday, following a 4%+ drop on Monday after the revelation of Jensen Huang’s affair with Alice Huang, an alleged Chinese spy — Nvidia shares sank 5.…
  • Protecting SSH Keys with macOS Secure Enclave · Hacker News · 11-11 12:28 · 原文
  • Source: CFTC warned Kalshi of possible imminent charges over failure to notify the regulator of certain products; Kalshi says it is addressing the issue (Declan Harty/Politico) · Techmeme · 11-11 12:15 · 原文 Declan Harty / Politico : Source: CFTC warned Kalshi of possible imminent charges over failure to notify the regulator of certain products; Kalshi says it is addressing the issue — A top federal finan…

财经与市场

  • U.S., China should ‘harbor no illusions’ as they cooperate, compete on AI, Bessent says · CNBC · 11-11 13:15 · 原文 During Xi’s September visit, Washington and Beijing agreed to launch an AI dialogue with a communications channel to help defuse serious incidents.
  • Ukraine’s freedom must be defended · Financial Times · 11-11 13:00 · 原文 Elections show the importance of victory in the conflict between despotism and democracy
  • Anthropic IPO valuation calculator: How much is it really worth? · Financial Times · 11-11 13:00 · 原文 As the Claude maker prepares to make its Wall Street debut, the FT’s interactive valuation calculator can help readers decide whether the AI giant is worth $500bn or $4tn
  • Three cheers for an independent American judiciary · Financial Times · 11-11 13:00 · 原文 Strong rulings to protect electoral integrity helped pave the way for a peaceful and decisive midterm vote
  • France pressures Germany over nuclear risks of long-range missiles · Financial Times · 11-11 13:00 · 原文 Paris asks Berlin to clarify when it would use ‘deep precision strikes’ against Russia to avoid nuclear retaliation
  • Bessent reportedly moved to military base over Iranian threats on his life · CNBC · 11-11 12:06 · 原文 The move comes as the Department of Justice said late Tuesday that three Iranian nationals have been indicted on terrorism-related charges.

国际与地缘

  • Singapore Airlines brushes off ‘dental chair’ jibe at new business class seats · SCMP · 11-11 13:43 · 原文 Singapore Airlines (SIA) said on Wednesday that the cabin colour palette for its newly unveiled business class seats was “carefully selected” after the reveal drew criticism from some content creators…
  • Yemeni forces, Houthis exchange attacks, claim to inflict heavy losses · Al Jazeera · 11-11 13:39 · 原文 Yemen’s government says 190 rebel fighters killed and wounded, as Houthis also claim inflicting heavy losses.
  • Israel’s newly elected parliament is already moving against Netanyahu - The Washington Post · Google News Top · 11-11 13:39 · 原文 Israel’s newly elected parliament is already moving against Netanyahu The Washington Post Israel’s parliament sworn in as Eisenkot tries to forge a government Reuters Eisenkot pledges swift legislativ…
  • Scoop: Commerce Department received national security warning on Nvidia CEO affair - Axios · Google News Top · 11-11 13:34 · 原文 Scoop: Commerce Department received national security warning on Nvidia CEO affair Axios Despite Denial, Trump Was Told on Trip to China About Spying on Nvidia’s Jensen Huang The New York Times Nvidia…
  • Ukraine captures first Indonesian prisoner of war amid surge in Russian recruitment · The Guardian World · 11-11 13:33 · 原文 Capture of man from Java follows reports that hundreds are being recruited from the south-east Asian country as Moscow seeks to boost its war effort Ukraine says it has captured its first Indonesian p…
  • No Good Choices on Iran · NYT World · 11-11 13:27 · 原文 As top Trump aides clash over a strategy to end the war, the administration is weighing escalation, narrower strikes and diplomacy.

财经快讯（中文）

  • [11-11 14:01] 财政部印发《会计改革与发展“十五五”规划》。其中提出，会计监督作用更好发挥。会计监督体系更加健全，打击财务造假工作机制进一步完善，对重点领域的监督、突出问题的整治持续发力，精准性、有效性不断提升，推动财务造假存量加快出清、增量得到有效遏制。（原文）
  • [11-11 14:00] 中国汽车工业协会今天（11日）发布的最新数据显示，10月份，我国汽车产销量双双超过300万辆，比上月呈现一定幅度的增长，其中，新能源汽车市场销量占比持续走高。（央视新闻）（原文）
  • [11-11 13:53] 从中国航天科技集团十一院了解到，2026年11月11日，我国自主研发的“轻骑兵”中小型太阳能无人机在西北某机场首飞成功。作为一款以太阳能为唯一动力源的纯电飞行器，“轻骑兵”具备长航时、快速部署、便捷保障等核心优势。这一机型长3.2米，翼展8米，最大设计续航时间达30小时。通过模块化设计，可快速适配通信、遥感等多种任务载…（原文）
  • [11-11 13:51] 10年期日本国债收益率上升10.5个基点至2.795%。（原文）
  • [11-11 13:50] 苹果官网11月11日宣布，Apple支持社区将于2026年11月20日永久关闭。即日起，社区将不再接受新帖子，并转为只读模式。（原文）
  • [11-11 13:47] 创业板指涨超3%，新易盛涨超15%，中际旭创涨超13%，算力硬件、短剧、游戏、机器人等方向涨幅居前，沪深京三市上涨个股超3800只。（原文）
  • [11-11 13:45] A股存储芯片板块短线拉升，利扬芯片、泰瑞机器涨停，南亚新材涨超10%，联讯仪器、普冉股份、深南电路、杭州柯林、炬光科技跟涨。（原文）
  • [11-11 13:44] 现货钯金上涨3%，报1056.58美元/盎司。（原文）
  • [11-11 13:41] 存储市场的新一轮涨价，正以一种不太对称的方式展开。近日，多位存储行业人士向记者透露，部分头部企业已向渠道商口头告知企业级颗粒的涨价意向，提价函尚未正式下发，但渠道端的价格已经先动了起来。记者走访代理渠道，多位代理商证实了上述涨价信号。海力士代理商袁先生告诉记者：“每天都在涨”。他观察到，二手盘回收价格一直在往上走，并带…（原文）
  • [11-11 13:35] 台交所加权股价指数收高3.6%报44,257.15点。（原文）
  • [11-11 13:33] 纽约期金日内涨1%，现报4070.73美元/盎司。（原文）
  • [11-11 13:28] 野村控股正考虑在中国香港地区招聘银行家，以重建其在当地的股票资本市场业务。（路透）（原文）

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数据源状态

  • 新闻源全部成功；行情与快讯源正常。

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