中文导读

市场在历史性抛售后不到一周就出现「重返 AI 股」的迹象（WSJ），但标普 500 日内仍跌 0.90%、纳指跌 1.05%，黄金跌 2.00% 至 3,993 美元、10 年期美债收益率维持 4.998%——MarketWatch 指出油价下跌已不足以压降全球最重要债市的借贷成本。英伟达风波继续发酵：纽约时报称该丑闻揭开了特朗普与习近平外交背后激烈的间谍战，黄仁勋被曝与公司一名副总裁有过关系、英伟达盘后跌 3.1%；赫格塞思及其团队被阿灵顿国家公墓警卫训斥，特朗普为其辩护并谈及伊朗战争。西班牙 14 年来首次全国大罢工后，马德里与巴塞罗那爆发住房抗议并发生冲突。安全方面，eMudhra 因私钥事故再吊销 8 张 CA 证书，Notion 称 Fireworks 泄露暴露了客户的 AI 聊天记录，Krebs 在调查 Qilin 勒索团伙的幕后主使。

行情

资产最新日涨跌4h 变化
标普5007,619.38-0.90%-0.21%
纳斯达克综合25,466.19-1.05%-0.53%
道琼斯52,486.49-1.63%+0.15%
恒生指数24,315.92+1.66%+0.00%
上证指数3,680.64-0.25%+0.00%
日经22561,248.59+0.28%+0.00%
VIX 恐慌指数17.49-37.93%-0.79%
美元指数102.916+0.60%+0.00%
美元/人民币6.663-0.15%+0.01%
美债10年收益率4.998+3.33%+0.00%
COMEX 黄金3,993.30-2.00%-0.29%
WTI 原油86.41-4.87%-0.45%
比特币74,292.78-1.92%-0.22%
以太坊2,068.06-7.52%-1.02%

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 $74,373 · ETH $2,071 · 恐慌贪婪 29（Fear）

要闻

AI 与科技

  • aws-emulator · Simon Willison · 11-12 05:18 · 原文 aws-emulator Finally, an official emulator from AWS to run tests against a local clone of their many different services without having to provision a paid API key to do so. It’s written in Rust by a h…
  • The attendee’s guide to the AWS re:Invent 2026 AI/ML track · AWS ML Blog · 11-12 05:05 · 原文 AWS re:Invent 2026 includes more than 140 AI/ML track sessions. This attendee’s guide helps you find the breakouts, chalk talks, workshops, and builders’ sessions that fit your role and goals, spannin…
  • Automating AWS Agent Registry updates with push-based architecture · AWS ML Blog · 11-12 04:52 · 原文 This post shows how to keep the AWS Agent Registry current automatically. Using AWS CloudTrail, Amazon EventBridge, AWS Lambda, and AgentCore Identity, an event-driven pipeline detects MCP server chan…
  • How DXC Technology built a multi-model AI substrate on Amazon Bedrock · AWS ML Blog · 11-12 04:45 · 原文 DXC Technology runs mission-critical managed IT services for regulated organizations across 70 countries. Learn how DXC built DCX OASIS, its Human+AI operating model, on a governed multi-model substra…
  • Accelerating generative AI delivery with reusable assets · AWS ML Blog · 11-12 03:19 · 原文 Every generative AI team keeps rebuilding the same components: RAG pipelines, document processors, and agent scaffolding. This post shows how to access a curated catalog of 23 production-ready, open s…
  • Browse tools.simonwillison.net by tag · Simon Willison · 11-12 02:42 · 原文 Browse tools.simonwillison.net by tag I’ve been wanting a better way to browse my collection of vibe-coded tools (244 and counting) for a while. I had a few Fable 5.2 credits left over before my weekl…

科技

  • Hands on with Home Assistant’s new ‘smart home multi-tool’ · The Verge · 11-12 06:00 · 原文 Nabu Casa - the commercial side of the Open Home Foundation, which runs Home Assistant - just launched the Home Assistant Connect Aux-2, a multi-function box designed to help you bring more devices in…
  • United won’t let your AI agent book your flight · The Verge · 11-12 05:54 · 原文 United says it won’t let personal AI assistants book tickets on the airline, citing both privacy and regulatory concerns. The company says it hasn’t yet seen many people try to use AI agents to book t…
  • Sequoia Capital to Invest in AI Holding Co. Sequence · The Information · 11-12 05:27 · 原文 Sequoia Capital is investing hundreds of millions of dollars into Sequence Holding, a one-year-old business that just announced a $7.7 billion insurance acquisition co-led by Michael Dell’s family off…
  • United Airlines bans AI agents from booking flights on behalf of travelers · Hacker News · 11-12 05:24 · 原文
  • Play GTA5 on Browser · Hacker News · 11-12 05:10 · 原文
  • OKX and ICE’s joint venture OKXICE plans to launch a US tokenized stock venue on November 23 and list 70+ assets; 56 of the 62 companies it targeted objected (Scott Patterson/Bloomberg) · Techmeme · 11-12 05:00 · 原文 Scott Patterson / Bloomberg : OKX and ICE’s joint venture OKXICE plans to launch a US tokenized stock venue on November 23 and list 70+ assets; 56 of the 62 companies it targeted objected — Crypto’s r…

财经与市场

  • Investors Run Back to AI Stocks, Less Than a Week After a Historic Selloff · WSJ Markets · 11-12 05:58 · 原文 CoreWeave, an AI data-center operator, delivered strong results late Tuesday. Tech stocks roared back the next morning.
  • Opening trading-card packs has become a $2 billion market. New apps are trying to cash in. · MarketWatch · 11-12 05:55 · 原文 Pack-ripping apps are changing the way people buy and sell cards. But analysts say their “slot-like payoff” raises risks.
  • Tech, Media & Telecom Roundup: Market Talk · WSJ Markets · 11-12 05:55 · 原文 Find insight on Apple’s new iPhone, Anthropic, CoreWeave, TSMC and more in the latest Market Talks covering Technology, Media and Telecom.
  • Falling oil prices are no longer enough to bring down borrowing costs in the world’s most important bond market · MarketWatch · 11-12 05:42 · 原文 The tight trading relationship between oil prices and Treasury yields has broken down. It’s a sign that inflation concerns are extending beyond the energy shock.
  • Sandisk’s stock just staged a big gain. Here’s how it could march even higher. · MarketWatch · 11-12 05:40 · 原文 Various “structural changes” afoot in the memory industry could help Sandisk shares more than double from here, according to an Evercore analyst.
  • Feds arrest top official of healthcare company, alleging illegal drug importation · CNBC · 11-12 05:33 · 原文 U.S. officials are accusing two top officials of a Canadian company of operating a scheme to illegally import prescription drugs, court records show.

国际与地缘

  • Workers in Spain Stage a General Strike for the First Time in 14 Years · NYT World · 11-12 05:53 · 原文 Workers in a wide range of industries walked off the job to protest rising rents and stagnant wages, which have become central issues in the campaign.
  • Housing protests sweep Madrid and Barcelona after Spain’s workers’ strike, with clashes erupting - AP News · AP (Google News) · 11-12 05:43 · 原文 Housing protests sweep Madrid and Barcelona after Spain’s workers’ strike, with clashes erupting AP News
  • Low-hanging fruit for Xi and Trump to pluck at Shenzhen Apec summit · SCMP · 11-12 05:30 · 原文 The Asia-Pacific Economic Cooperation summit is set to take place in Shenzhen on November 18 and 19. Shenzhen will also be playing host to the first of two further meetings between Chinese President X…
  • Hegseth and team reprimanded by Arlington National Cemetery guard; Trump defends his defense secretary and Iran war - live · The Guardian World · 11-12 05:27 · 原文 Incident occurred at Tomb of the Unknown Soldier on day president claimed US ‘did not start war with Iran’ in Veterans Day speech Democrats lambast absent peers over failed Hegseth impeachment House R…
  • Nvidia Scandal Unveils a Fierce Spy War Raging Behind Trump and Xi’s Diplomacy · NYT World · 11-12 05:24 · 原文 That the United States suspected Nvidia’s leader was a Chinese spy target underscores the deep distrust between the two powers, even as their leaders try to stabilize ties.
  • Democrats are ready to fight Trump on immigration. But how much can they achieve? - Reuters · Reuters (Google News) · 11-12 05:23 · 原文 Democrats are ready to fight Trump on immigration. But how much can they achieve? Reuters

安全与隐私

  • eMudhra revokes 8 more CA certificates after private key mishap · BleepingComputer · 11-12 05:27 · 原文 Certificate authority eMudhra has revoked eight additional intermediate CA certificates after an investigation into its recent certificate security incident found improper handling of private keys dur…
  • Keep US troops in NATO’s KFOR · Defense One · 11-12 05:04 · 原文 Pulling them out would save almost nothing while handing Moscow a cheap strategic win.
  • CISA outlines internal plan to swiftly address cyber, infrastructure threats · Defense One · 11-12 05:00 · 原文 Guidance to agency staff outlines what senior officials need to know about major risks, national preparedness and CISA’s ability to respond, using terminology familiar in military and intelligence pla…
  • Notion says Fireworks breach exposed customer AI chat transcripts · BleepingComputer · 11-12 04:54 · 原文 Notion, the digital workspace platform, disclosed that a security breach at its AI infrastructure provider, Fireworks AI, exposed Notion AI chat transcripts in a small number of workspaces. […]
  • Who Runs the Ransomware Group Qilin? · Krebs on Security · 11-12 02:06 · 原文 The cybercrime group Qilin has emerged as the world’s most active ransomware affiliate program, claiming at least 365 victim organizations in the past three months alone. But even top Russian hackers …

科学

  • Celebrity psychiatrist who performs brain scans tapped for NIH’s mental health council · Science News · 时间未知 · 原文 Daniel Amen’s pending appointment reflects growing influence of Make America Healthy Again movement on federally funded psychiatric research
  • Satellites and boots on the ground uncover rampant gas flaring in Ecuador’s Amazon · Science News · 时间未知 · 原文 Researchers find dozens of new sites violating a landmark Ecuadorian ruling that ordered the flares’ shutdown by 2030

财经快讯（中文）

  • [11-12 05:57] 英伟达美股盘后跌3.1%，纽约时报援引知情人士报道称，英伟达CEO黄仁勋与自家公司副总裁有过一段关系。（原文）
  • [11-12 05:51] 随着油轮运费飙升势头消退、国际油价下跌，加拿大重质原油已从八年最弱水平回升。 截至周三，加拿大西部精选原油（WCS）在阿尔伯塔省相对美国原油期货月度均价的折价已收窄至每桶26.50美元，低于11月3日的近32美元。周一该折价一度收窄至每桶25美元，为10月初以来最窄水平。本月WTI原油期货因市场对美国与伊朗战争结束的乐…（原文）
  • [11-12 05:44] 韩正会见土耳其总统埃尔多安。（新华社）（原文）
  • [11-12 05:44] 明晟公司MSCI新兴市场股票指数涨1.8%，连续第三个交易日走高——为9月份以来最长连涨天数。 MSCI发展中国家外汇指数涨0.14%。（原文）
  • [11-12 05:38] 必和必拓任命Adrian Wood为首席财务官（CFO），其将接替Vandita Pant的职位。（原文）
  • [11-12 05:26] 周三（11月11日），彭博电动汽车价格回报指数涨0.55%，报2946.37点。（原文）
  • [11-12 05:24] 新西兰联储：新西兰联储反向压力测试显示保险公司具备韧性，并改善了风险管理。（原文）
  • [11-12 05:24] 负责监督联邦支出的美国众议院拨款委员会首席民主党人希望即将离任的参议院拨款委员会主席苏珊·柯林斯公布其所在政党的提案，以推动围绕年度支出的谈判。 “我们需要把所有法案都公布出来，”众议院拨款委员会首席民主党人罗莎·德劳罗（Rosa DeLauro，民主党-康涅狄格州）周三对记者表示。“没有文本，你无法谈判法案。没有信息…（原文）
  • [11-12 05:24] 西班牙11日发生全国性大罢工和示威活动，多地爆发罢工者与警方冲突，超50人被捕。罢工还导致多地交通受阻，部分高速公路和城市主要道路被封堵，铁路运输受到影响。（原文）
  • [11-12 05:18] 惠誉：将巴拉圭BB+（外币发行人违约）IDR评级纳入负面观察清单，可能会下调该国评级。（原文）
  • [11-12 05:15] 富时A50期指连续夜盘收涨0.07%，报12980点。（原文）
  • [11-12 05:14] 周三（11月11日），新兴市场ETF收涨2.43%，纳斯达克100 ETF涨2.31%，巴克莱美国可转债ETF、标普500 ETF至少涨1.32%，罗素2000指数ETF、做多美元指数、美国布伦特油价基金、道指ETF、农产品基金、大豆基金、美国国债20+年ETF至多涨0.89%。 美国房地产ETF则收跌0.06%，欧元…（原文）

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