中文导读

英伟达股价反弹上涨 4.1%，此前一周累计跌 9.5%；纳指期货随 AI 情绪回暖走高，CoreWeave 上调业绩指引后股价大涨 13%。阿里巴巴宣布拟分拆旗下芯片公司平头哥（T-Head）在港交所上市，被视为英伟达的竞争对手。微软本月补丁日修复 1,259 个漏洞（连续第二个月破千），其中包括可能泄露 NTLMv2 哈希、已被利用的 Outlook 漏洞；研究者还展示只需改动不到 10 个神经元即可给 AI 代理植入后门。西班牙爆发 14 年来首次全国大罢工，抗议住房问题；俄美乌在阿布扎比的谈判继续进行，泽连斯基称谈判须有交换战俘等实际成果。

行情

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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 $73,682 · ETH $2,055 · 恐慌贪婪 29（Fear）

要闻

AI 与科技

  • [AINews] Mercor $750m Series D at $20B valuation, $3B run rate · Latent Space · 11-11 17:34 · 原文 November 10, 2026 — Google GA’s Gemini 4 Carbon.
  • Experience the art and legacy of Dr. Esther Mahlangu · Google AI Blog · 11-11 17:00 · 原文 A new online archive of Esther Mahlangu’s life and art is now on Google Arts & Culture.

科技

  • OSS projects banning AI-generated contributions · Hacker News · 11-11 16:51 · 原文
  • Performance evolution of route lookup on Linux · Lobsters · 11-11 16:25 · 原文 Comments
  • VR pioneer Jaron Lanier says Silicon Valley is sabotaging itself by poorly pitching AI and treating areas designated for data centers as sacrifice zones (Jaron Lanier/New York Times) · Techmeme · 11-11 15:50 · 原文 Jaron Lanier / New York Times : VR pioneer Jaron Lanier says Silicon Valley is sabotaging itself by poorly pitching AI and treating areas designated for data centers as sacrifice zones — Silicon Valle…
  • Revisiting Leander v Sweden and Big Brother Watch · Lobsters · 11-11 15:49 · 原文 Comments
  • Nintendo sold 5.2M copies of its The Legend of Zelda: Ocarina of Time remake in just four days, giving the Switch 2 the blockbuster hit it had been waiting for (Vlad Savov/Bloomberg) · Techmeme · 11-11 15:40 · 原文 Vlad Savov / Bloomberg : Nintendo sold 5.2M copies of its The Legend of Zelda: Ocarina of Time remake in just four days, giving the Switch 2 the blockbuster hit it had been waiting for — Nintendo Co. …
  • Nvidia’s crisis has corporate governance experts reaching for the popcorn · TechCrunch · 11-11 15:30 · 原文 The governance experts we talked to say nobody has seen anything like what’s unfolding right now.

财经与市场

  • American soldier arrested on suspicion of spying for Russia · CNBC · 11-11 17:51 · 原文 The 41-year-old man is being detained in London under the U.K.’s National Security Act.
  • CoreWeave stock pops 13% after outlook raise eases AI slowdown concerns · CNBC · 11-11 17:34 · 原文 Neoclouds such as CoreWeave, Nebius and IREN have come under scrutiny this month as investors assessed the sustainability of the AI trade.
  • Nasdaq Futures Rally as AI Optimism Returns · WSJ Markets · 11-11 17:16 · 原文 Nasdaq futures led stock futures higher as rebounding artificial-intelligence sentiment helped markets recover from a revival of Federal Reserve rate-hike concerns Tuesday.
  • Alibaba announces plans to list T-Head, its Nvidia chip rival · CNBC · 11-11 15:47 · 原文 Alibaba noted it had already filed confidentially on Sept. 11 to list T-Head on the Hong Kong Stock Exchange.
  • Singapore wants a bigger slice of the global gold market. Is it too late to the party? · CNBC · 11-11 15:02 · 原文 Singapore is stepping up efforts to become a key player in the global gold market, betting that vaulting service and tax incentives will help it attract flows.

国际与地缘

  • 6 girls filmed vaping in Hong Kong school toilet, investigation under way · SCMP · 11-11 17:59 · 原文 A video showing six schoolgirls puffing on e-cigarettes inside a school toilet cubicle in Hong Kong has gone viral, prompting education authorities to say they are “highly concerned” and contact the s…
  • Spanish workers stage huge general strike, 1st in 14 years, angry over housing · SCMP · 11-11 17:57 · 原文 Less than three weeks before a snap national election that could catapult the far-right to power, millions of Spain’s workers were striking on Wednesday to demand that the government remedy the nation…
  • House Democrats lobby against China committee · Semafor · 11-11 17:56 · 原文 Some Democrats are encouraging leaders to scrap the House’s Select Committee on China once their party takes over next year.
  • Miller’s promotion extinguishes hope for immigration deal · Semafor · 11-11 17:55 · 原文 The new chief of staff’s hardline views haven’t changed, despite Trump’s stated openness to bipartisan negotiations.
  • Republicans reckon with Iran war funding quagmire · Semafor · 11-11 17:55 · 原文 In its final weeks, the GOP is debating whether to use another party-line bill to send billions to the Pentagon.
  • Workers across Spain stage first general strike in 14 years in anger over housing - Reuters · Reuters (Google News) · 11-11 17:48 · 原文 Workers across Spain stage first general strike in 14 years in anger over housing Reuters

安全与隐私

  • Microsoft fixes Exchange sign-ins broken by Windows Server updates · BleepingComputer · 11-11 17:07 · 原文 Microsoft has fixed Outlook sign-in and mail delivery issues on Exchange Server systems after installing the October 2026 Windows Server security updates. […]
  • Microsoft Patches 1,259 Flaws, Including Exploited Outlook Bug That May Expose NTLMv2 Hashes · The Hacker News · 11-11 16:17 · 原文 Microsoft on Tuesday released patches for a total of 1,259 vulnerabilities spanning its software portfolio, the second consecutive month where the patch volume has exceeded 1,000 flaws. These cover 72…
  • Railway Says Stolen Customer AI Keys Led to $740,000 in Estimated Unauthorized Usage Charges · The Hacker News · 11-11 15:49 · 原文 AI provider keys that customers stored on Railway were stolen in an October breach and used to commit an estimated $740,000 in unauthorized spending, the platform-as-a-service provider said yesterday.…
  • Microsoft Researchers Show AI Agents Can Be Backdoored by Editing Fewer Than 10 Neurons · The Hacker News · 11-11 15:21 · 原文 An AI model can be given a hidden backdoor by editing fewer than 10 of its rarely used neurons, without retraining the model, Microsoft researchers have shown. When a chosen trigger appears, the model…
  • Cisco BroadWorks and Openwave Flaws Actively Exploited Despite Available Patches · The Hacker News · 11-11 14:04 · 原文 The U.S. Cybersecurity and Infrastructure Security Agency (CISA) Tuesday added two security flaws impacting Cisco BroadWorks and Openwave Messaging Webtop Media Transcoder to its Known Exploited Vulne…

财经快讯（中文）

  • [11-11 17:58] 特锐德公告，公司与互联网企业A近日签署算力中心电力方舱集中采购合同，合同总金额预估2.5亿元（含税），有效期至2027年12月31日。合同标的涵盖中压方舱、锂电方舱等多品类电力方舱系统，公司承担整体集成与成套交付。2026年1-9月，公司在算力中心领域累计中标金额超过15亿元，同比增长超过300%。（原文）
  • [11-11 17:56] 中国人保：向特定对象发行A股股票申请获上交所审核通过，尚需经中国证监会同意注册后方可实施。（原文）
  • [11-11 17:53] 俄罗斯总统新闻秘书佩斯科夫今天（11月11日）表示，在阿联酋阿布扎比参加谈判的俄罗斯代表团正持续向俄总统普京汇报会谈进展。此外，俄方代表团在阿布扎比期间未与欧洲方面进行任何接触。他同时表示，应等待第二天的谈判结束后，由俄罗斯代表团公布本次会谈的具体成果。（CCTV国际时讯）（原文）
  • [11-11 17:49] 英伟达股价上涨4.1%，在本周下跌9.5%后势将反弹。（原文）
  • [11-11 17:42] 经国务院批准，财政部将于2026年11月16日当周在香港特别行政区发行美元主权债券，规模不超过20亿美元。具体发行安排将于发行前另行公布。（原文）
  • [11-11 17:41] 韩国政府将于11月13日在韩国交易所举行座谈会，讨论资本市场相关问题。韩国金融投资业界11日消息称，韩国金融委员会计划于13日在首尔汝矣岛的韩国交易所举行资本市场座谈会。预计本次会议将讨论资本市场的关键议题，包括提升企业价值和振兴韩国KOSDAQ市场的措施。（韩联社）（原文）
  • [11-11 17:30] 当地时间11月10日，乌克兰总统泽连斯基在丹麦对媒体表示，自己的工作不是让美国总统特朗普高兴，而是尽一切努力促使美国人和欧洲人都参与到俄乌冲突的谈判中来。他指出，谈判需要取得成果，哪怕只达成交换1000名或100名被俘人员的结果，也算是一种成果，否则谈判就只是一场游戏。当地时间11日，俄罗斯、美国与乌克兰在阿联酋首都阿…（原文）
  • [11-11 17:27] 新加坡航空第二季度净利润为2.097亿新元，上年同期为5,240万新元。（原文）
  • [11-11 17:27] 10月23日，广发证券公告会同立信会计师事务所、清越科技实际控制人就清越科技虚假陈述事件成立先行赔付专项基金，投保基金公司公告受托担任基金管理人。对此如何评价？（原文）
  • [11-11 17:27] 江西铜业：拟以3亿元-5亿元回购股份，回购股份价格不超过56.34元/股。（原文）
  • [11-11 17:26] 中国证监会有关部门负责人答记者问。近日，北京金融法院发布公告，就东方通证券虚假陈述责任纠纷案件适用特别代表人诉讼程序审理。作为证券监管机构，如何看待这次诉讼？（原文）
  • [11-11 17:21] 西班牙今天（11月11日）迎来14年以来的首次全国性罢工。西班牙交通总局表示，抗议活动迫使巴塞罗那省和赫罗纳省的多条主要干道交通中断，导致加泰罗尼亚自治区出现严重交通问题。铁路和航空服务也受到严重影响。 (CCTV国际时讯)（原文）

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