中文导读

英伟达董事会据报正准备撤换黄仁勋：彭博称董事会正与外部公司一起寻找继任者、并考虑在过渡期任命临时 CEO，FT 称将就「与下属关系曝光」决定其去留，英伟达盘后跌 8%、纳指期货随之走低。彭博同日称 Megaspeed 创始人 Alice Huang 已回国，目前在北京生活且安全部门知情；WSJ 聚焦英伟达「消失的新加坡销售」，纽约时报则称这揭开了中美外交背后的间谍战。市场方面，WTI 原油跌 5.87% 至 85.50 美元（风险溢价消退）、黄金跌 2.15% 至 3,987 美元；日经 225 大涨 7.27%，恒指跌 2.91%。其他要闻包括纽约一栋建筑倒塌致 1 死 12 伤、Roku 将逐步停止智能家居硬件销售、美联航禁止 AI 代理代为订票，以及 ScreenConnect 遭在野攻击导致多家托管服务商被入侵。

行情

资产最新日涨跌4h 变化
标普5007,619.38-0.90%+0.00%
纳斯达克综合25,466.19-1.05%+0.00%
道琼斯52,486.49-1.63%+0.00%
恒生指数24,075.55-2.91%-0.99%
上证指数3,684.74+0.97%+0.11%
日经22561,607.63+7.27%+0.59%
VIX 恐慌指数17.49-37.93%+0.00%
美元指数102.871+0.56%-0.04%
美元/人民币6.667-0.32%+0.05%
美债10年收益率4.998+3.33%+0.00%
COMEX 黄金3,987.40-2.15%-0.15%
WTI 原油85.50-5.87%-1.05%
比特币73,543.79-1.40%-1.01%
以太坊2,046.62-3.51%-1.04%

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 $73,608 · ETH $2,048 · 恐慌贪婪 28（Fear）

要闻

AI 与科技

  • Build autonomous AI agents with Amazon Bedrock and Spring AI · AWS ML Blog · 11-12 09:18 · 原文 Learn how Java developers can build production-ready autonomous AI agents using Amazon Bedrock and Spring AI. This post walks through tool calling, conversation memory, resilience patterns, and multi-…
  • OpenAI Codex on Amazon Bedrock · AWS ML Blog · 11-12 07:35 · 原文 A practical guide for enterprises rolling out OpenAI Codex to developers on AWS, with Amazon Bedrock as the model backend, covering the access, governance, and cost decisions that platform, security, …
  • Semantic diffing of formal policies with anti-unification · AWS ML Blog · 11-12 07:33 · 原文 A textual diff of two formal policies flags every cosmetic change and hides the one that alters behavior. This post shows how to compute a symbolic, deterministic semantic diff with an open-source ant…
  • Detecting and recovering from silent data corruption on Amazon SageMaker HyperPod · AWS ML Blog · 11-12 07:30 · 原文 Silent data corruption is a GPU fault that returns wrong but plausible numbers with no error, quietly poisoning distributed training. This post adds three checks to a PyTorch DDP loop to detect it, lo…
  • Gemini Decisions API · Simon Willison · 11-12 06:03 · 原文 Gemini Decisions API Google join Jev and OpenAI in the decision model category with “Gemini Decision 1”. This new model API is almost identical to Jev: it supports the same three types of questions (y…

科技

  • Walking Pad Deals to Shop Ahead of Black Friday (2026) · Wired · 11-12 09:53 · 原文 Don’t let cold weather stop you from getting your steps in. These under-desk treadmills are already marked down.
  • Sources: Megaspeed founder Alice Huang has returned to her home country and is currently living in Beijing with the knowledge of security officials (Bloomberg) · Techmeme · 11-12 09:45 · 原文 Bloomberg : Sources: Megaspeed founder Alice Huang has returned to her home country and is currently living in Beijing with the knowledge of security officials — The suspected Chinese spy at the heart…
  • Nvidia CEO’s Exit Looms · The Information · 11-12 08:45 · 原文 Well, that didn’t take long. Jensen Huang’s time as CEO of Nvidia appears to be coming to an end, according to multiple reports that the board was meeting Wednesday night to consider his future. Just …
  • Roku says it will wind down sales of smart home hardware to focus on streaming, days after Fox closed its acquisition; it will keep supporting existing devices (Janko Roettgers/Lowpass) · Techmeme · 11-12 08:45 · 原文 Janko Roettgers / Lowpass : Roku says it will wind down sales of smart home hardware to focus on streaming, days after Fox closed its acquisition; it will keep supporting existing devices — No more ch…
  • Source: Nvidia’s board is working with an outside firm to identify possible replacements for Jensen Huang and weighs naming a temporary CEO during the search (Bloomberg) · Techmeme · 11-12 08:15 · 原文 Bloomberg : Source: Nvidia’s board is working with an outside firm to identify possible replacements for Jensen Huang and weighs naming a temporary CEO during the search — Nvidia Corp.’s board has bee…
  • United Airlines Bans AI Agents From Booking Flights On Behalf of Travelers · Slashdot · 11-12 08:00 · 原文 United Airlines is banning unauthorized third-party AI agents from booking flights, checking in passengers or making account changes on travelers’ behalf. CBS News reports: To make an airline booking,…

财经与市场

  • Nvidia’s stock drops as the board reportedly prepares to remove CEO Jensen Huang · MarketWatch · 11-12 09:35 · 原文 Nvidia’s board of directors reportedly could meet as soon as today to determine the CEO’s fate.
  • Oil Resumes Decline as Risk Premium Fades · WSJ Markets · 11-12 09:35 · 原文 Oil prices resumed their descent in early Asian trade after gaining moderately overnight as traders continue to weigh the prospects of a resolution in the Middle East.
  • Cramer’s stance on Nvidia’s stock amid reports that CEO Jensen Huang may be ousted · CNBC · 11-12 09:14 · 原文 Jim Cramer said Wednesday night that he was saddened by a news report that indicated Nvidia’s board of directors is preparing to fire Huang.
  • Nvidia board to decide Jensen Huang’s fate after revelation of affair with subordinate · Financial Times · 11-12 09:13 · 原文 Head of US chip giant comes under mounting pressure days after claims he had affair with alleged Chinese spy
  • Nasdaq futures fall as Nvidia sinks 8% after hours on report board may oust Huang · MarketWatch · 11-12 09:12 · 原文 Stock futures were sliding Wednesday evening as a selloff in shares of Nvidia after the closing bell weighed on the Nasdaq-100 and dragged down shares of other chip makers.
  • Nvidia’s Disappearing Singapore Sales Deepen Mystery Around Megaspeed · WSJ Markets · 11-12 09:00 · 原文 Last year, just as scrutiny of Megaspeed was rising, Nvidia stopped reporting Singapore revenue.

国际与地缘

  • Outgoing Trump foe Massie forces new Epstein files showdown · Axios · 11-12 09:41 · 原文 Outgoing Rep. Thomas Massie (R-Ky.) secured the 218 signatures needed to force another House showdown over the Jeffrey Epstein files Wednesday, just one day after fellow Republicans blocked his attemp…
  • White House confronts Democrats over planned probes, claiming possible ‘criminality’ - AP News · AP (Google News) · 11-12 09:36 · 原文 White House confronts Democrats over planned probes, claiming possible ‘criminality’ AP News
  • New York building collapse kills one person and injures 12 · BBC World · 11-12 09:34 · 原文 Rescuers are searching for people who may be trapped under the rubble of the three-story building in Brooklyn.
  • What could Chinese intelligence have learned from Nvidia CEO’s affair? · Al Jazeera · 11-12 09:33 · 原文 Nvidia says no secrets were compromised, but experts question what sensitive information may have been exposed.
  • When AI agents go rogue, who can Hong Kong hold accountable? · SCMP · 11-12 09:30 · 原文 When OpenAI’s AI agents launched an autonomous attack on Australia’s Medicare portal in June, it took the company 84 days to report what had happened – a delay that exposed gaps in regulatory oversigh…
  • Japan’s military build-up hit by US missile delays and domestic parts shortages · SCMP · 11-12 09:30 · 原文 Japan’s push to strengthen its armed forces is running into headwinds that money alone cannot resolve, analysts warn, pointing to prolonged delays in US weapon shipments and domestic manufacturing bot…

安全与隐私

  • Baker Tilly notifies clients of data breach at third-party provider · BleepingComputer · 11-12 07:01 · 原文 The Baker Tilly Advisory Group is notifying clients that a data breach has compromised certain personal information about them and their dependents. […]
  • Active ScreenConnect attacks breach MSPs, impact dozens of organizations · BleepingComputer · 11-12 06:56 · 原文 ConnectWise is investigating an active malware campaign targeting managed service providers (MSPs) that uses compromised ScreenConnect environments to deploy rogue remote-access clients to customer de…

财经快讯（中文）

  • [11-12 10:01] 创业板指涨超1%。（原文）
  • [11-12 10:00] 检察机关依法对华润集团原党委委员、副总经理韩嵩涉嫌受贿案提起公诉。（原文）
  • [11-12 09:47] 科创50指数涨超3%，算力芯片、电子特气等方向领涨。（原文）
  • [11-12 09:47] 日本央行审议委员浅田统一郎：鉴于货币政策的影响至少滞后一年才会显现，我们必须密切关注日本央行加息的累积效应如何影响企业融资和家庭借贷。（原文）
  • [11-12 09:46] 11月12日举办的百度世界2026开幕式上，百度创始人李彦宏表示，2016年到2026年这十年，正是人工智能技术形成独立技术栈的十年，“芯云模体”四层架构就是在这十年逐步形成的。如果AI技术的上游是能源，那么AI技术的下游，“我认为是组织能力，是一个不同于现在通行的科层制的AI原生组织体系，我们把它叫做智能组织。”（原文）
  • [11-12 09:46] 据朝中社12日报道，朝鲜劳动党总书记、国务委员长金正恩11日现场指导该国东海岸重要海军基地建设工作。报道说，金正恩现场听取当前工程进展情况汇报，并强调海军基地建设的战略重要性。（原文）
  • [11-12 09:40] 日本央行审议委员浅田统一郎：鉴于日本央行政策利率目前处于中性利率预估区间，进一步加息可能对经济产生更大影响。 加息可能损害经济并压低潜在通胀。 我警惕潜在通胀率超过日本央行目标水平可能对经济产生的负面影响。 日本央行可以参考实际消费者通胀数据，来评估潜在通胀率突破2%的风险程度。 即便日本央行未来要加息，也必须谨慎控制…（原文）
  • [11-12 09:39] A股算力租赁概念异动拉升，鸿博股份直线涨停，利通电子、中创环保、并行科技、南兴股份、青云科技跟涨。（原文）
  • [11-12 09:34] A股芯片股开盘拉升，大普微涨近10%，沐曦股份、盛科通信、寒武纪、通富微电、伟测科技跟涨。（原文）
  • [11-12 09:32] A股光通信概念股继续走强，青山纸业、天洋新材2连板，剑桥科技、华丰科技、长芯博创、东山精密跟涨。（原文）
  • [11-12 09:32] 日本央行审议委员浅田统一郎：必须警惕以往加息对经济的预期影响。 需要关注加息带来的经济下行风险。 需要对加息步伐保持谨慎。 通胀未必是由需求驱动的，经济和消费支出没有那么强劲。 乐见实际薪资上涨。（原文）
  • [11-12 09:30] 恒生科技指数盘初下跌1%。（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。