中文导读

英伟达董事会周三晚间仍在开会决定黄仁勋的去留，公司股价暴跌；AMD 当日收涨 7.3%、盘后再涨逾 4%，博通当日涨 4%、盘后续涨 2.4%，被市场视为潜在受益者。FT 称黄仁勋在特朗普的华盛顿已然「失宠」，国会山对华鹰派与科技批评者正就收紧芯片出口管制形成两党共识；WSJ 披露英伟达在 2025 年 7 月季度后将 Megaspeed 列入黑名单，并停止披露当时占营收 22% 的新加坡收入。市场方面，黄金跌 3.21% 至 3,982 美元、美元指数涨 1.31%，A 股午后跳水、创业板指跌超 2%，恒生科技指数跌超 2%、阿里巴巴跌超 5%。其他要闻：欧盟与英国拟推迟对电动汽车征收 10% 关税；乌克兰电力供应逼近临界；Apache HTTP/2 曝出可致未认证远程代码执行的严重漏洞，ScreenConnect 攻击已波及 48 家机构的至少 288 个端点。

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24,061.92-2.96%-0.06%
上证指数3,659.46+0.28%-0.69%
日经22560,692.04+5.67%-1.49%
VIX 恐慌指数17.49-37.93%+0.00%
美元指数102.980+1.31%+0.11%
美元/人民币6.668-0.30%+0.02%
美债10年收益率4.998+3.33%+0.00%
COMEX 黄金3,982.60-3.21%-0.12%
WTI 原油85.56-1.49%+0.07%
比特币73,517.37-1.43%-0.04%
以太坊2,044.19-3.62%-0.12%

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 $73,504 · ETH $2,045 · 恐慌贪婪 28（Fear）

要闻

AI 与科技

  • [AINews] D-Day (Decision Models Day) · Latent Space · 11-12 13:26 · 原文 November 11, 2026 — Google enters the decision model market. At AI Engineer, Cloudflare showed which parts of a build failure a classifier could handle. TypeSafe AI showed off their production custome…
  • The Jev Revolution: What Engineers Are Already Building with System One Models · Latent Space · 11-12 13:08 · 原文 At AI Engineer Code Summit, lead Jev creator Diogo Almeida called on developers to automate everything. Also, Glean and others showed how they’re using Jev.
  • New research could lead to faster, trustworthy AI models for climate prediction · MIT News AI · 11-12 13:00 · 原文 MIT scientists developed a training method to generate models that simulate the effects of human activities on climate much more quickly than other approaches.

科技

  • China hawks and Big Tech critics on Capitol Hill are building bipartisan support for tighter export controls as Nvidia CEO Jensen Huang falls out of favor in DC (Joe Miller/Financial Times) · Techmeme · 11-12 13:45 · 原文 Joe Miller / Financial Times : China hawks and Big Tech critics on Capitol Hill are building bipartisan support for tighter export controls as Nvidia CEO Jensen Huang falls out of favor in DC — AI kin…
  • Nvidia stopped reporting Singapore revenue after the quarter ended July 2025, when it accounted for 22% of its revenue, after placing Megaspeed on a blocklist (Jonathan Weil/Wall Street Journal) · Techmeme · 11-12 13:35 · 原文 Jonathan Weil / Wall Street Journal : Nvidia stopped reporting Singapore revenue after the quarter ended July 2025, when it accounted for 22% of its revenue, after placing Megaspeed on a blocklist — L…
  • AMD shares rose 4%+ after hours after closing up 7.3%, while Broadcom gained 2.4% after hours following a 4% gain, as Nvidia’s board weighs ousting CEO Huang (Financial Times) · Techmeme · 11-12 13:25 · 原文 Financial Times : AMD shares rose 4%+ after hours after closing up 7.3%, while Broadcom gained 2.4% after hours following a 4% gain, as Nvidia’s board weighs ousting CEO Huang — Stock sinks almost 9 p…
  • Darling Development Update – Q4 2026 · Hacker News · 11-12 12:32 · 原文
  • Sources: some Trump officials questioned Jensen Huang’s push for Trump to allow more chip sales to China, even before his affair with Alice Huang became public (Wall Street Journal) · Techmeme · 11-12 12:00 · 原文 Wall Street Journal : Sources: some Trump officials questioned Jensen Huang’s push for Trump to allow more chip sales to China, even before his affair with Alice Huang became public — U.S. officials h…
  • Sunken SS United States Set To Become World’s Largest Artificial Reef · Slashdot · 11-12 11:30 · 原文 An anonymous reader quotes a report from PBS: The historic ocean liner SS United States will be intentionally sunk Wednesday off the coast of the Florida panhandle. Live coverage of the sinking of the…

财经与市场

  • EU and UK set to delay 10% tariff on electric cars · Financial Times · 11-12 13:00 · 原文 European carmakers had warned the levy would make them more vulnerable to Chinese competition
  • France signals support for Spain’s ECB presidential candidate · Financial Times · 11-12 13:00 · 原文 Pablo Hernández de Cos’s bid gains momentum as Paris and Berlin eye package deal on central bank leadership
  • Growth investing or gambling? · Financial Times · 11-12 13:00 · 原文 The current extreme risk-taking in equity markets might present a once-in-a-career investment opportunity
  • State dinners to scrutiny: Nvidia’s Huang falls out of favour in Trump’s Washington · Financial Times · 11-12 12:19 · 原文 AI kingmaker’s opponents see ‘blood in the water’ after affair with suspected Chinese spy
  • Nvidia board meeting to decide CEO Jensen Huang’s fate stretches into evening · CNBC · 11-12 11:46 · 原文 Nvidia’s board is meeting days after CEO Jensen Huang admitted to an affair with a woman who is believed by U.S. intelligence of being a Chinese spy.
  • The world’s super-rich are piling into alternative investments. Here’s why · CNBC · 11-12 11:36 · 原文 Alternative investments now account for 60% of single-family office portfolios, surpassing traditional assets for the first time, according to BNY Wealth.

国际与地缘

  • Silk Road in orbit: China to build 20-satellite ‘space AI’ system for Oman · SCMP · 11-12 14:00 · 原文 Hangzhou-based Star Vision will build Oman a network of 20 satellites that use AI to process images in orbit and spot ships and floods in real time, in what the company called China’s most valuable co…
  • Ukraine’s power supply close to critical as Russian strikes bring darkness and cold · BBC World · 11-12 13:59 · 原文 For parents in parts of Ukraine, trying to lead a normal family life with just a few hours of power each day is taking its toll.
  • Nvidia shares plunge as US tech giant’s board reportedly weighs ousting CEO Jensen Huang - follow live - BBC · Google News Top · 11-12 13:54 · 原文 Nvidia shares plunge as US tech giant’s board reportedly weighs ousting CEO Jensen Huang - follow live BBC Jensen Huang Said to Have Had Relationship With Nvidia Executive Who Reports to Him The New Y…
  • Nvidia board reportedly meeting to decide CEO Jensen Huang’s future as chip giant’s share price plunges – follow live · The Guardian World · 11-12 13:43 · 原文 Huang’s potential departure would leave a leadership vacuum at the roughly $4tn chipmaker he co-founded, with Nvidia’s shares sliding about 8% in ​after-hours trading Too big – and too well-connected …
  • Beau Lamarre-Condon says he was diagnosed with cancer by naturopath but doesn’t recall which one, trial hears · The Guardian World · 11-12 13:38 · 原文 Former police officer questioned about Instagram message he asked friend to send to Jessie Baird referencing ‘cancerous tumour’ Get our breaking news email , free app or daily news podcast Beau Lamarr…
  • Hong Kong’s ICAC charges team leader of Kai Tak Hospital subcontractor over extortion · SCMP · 11-12 13:32 · 原文 Hong Kong’s anti-corruption watchdog has charged a subcontractor’s team leader for allegedly extorting more than HK$75,000 (US$9,600) from five electrical workers at the Kai Tak Hospital site, vowing …

安全与隐私

  • Critical Apache HTTP/2 Flaw Could Let Unauthenticated Attackers Execute Code Remotely · The Hacker News · 11-12 13:12 · 原文 A critical flaw in Apache HTTP Server’s HTTP/2 module, mod_http2, can let a remote attacker run code on the server. Tracked as CVE-2026-119618, it affects versions 2.4.55 through 2.4.70 and is fixed i…
  • ScreenConnect Attacks Target at Least 288 Endpoints Across 48 Organizations With Rogue Clients · The Hacker News · 11-12 12:39 · 原文 ConnectWise has taken the precautionary step of disabling five third-party extensions in partner environments following reports of unauthorized access. In an advisory posted on its site, the company s…

财经快讯（中文）

  • [11-12 14:00] 新台币兑美元下跌0.3%至32.960。（原文）
  • [11-12 14:00] 安联保险第三季度营业利润47.1亿欧元，预估42亿欧元。 第三季度财险业务营业利润22.0亿欧元，预估21.6亿欧元。 第三季度寿险业务营业利润14.7亿欧元，预估14.5亿欧元。 第三季度营收444亿欧元。 安联保险预计营业利润大约164亿欧元至186亿欧元，此前预计164亿欧元至184亿欧元，市场预估183亿欧元。（原文）
  • [11-12 13:52] A股军工板块逆势拉升，长城军工逼近涨停，航天南湖涨超13%，北方长龙、晟楠科技、国科军工、内蒙一机、建设工业等快速跟涨。（原文）
  • [11-12 13:51] 恒生科技指数跌超2%，阿里巴巴跌超5%，智谱、MINIMAX跌约8%。（原文）
  • [11-12 13:50] 创业板指跌超2%，早盘一度涨近2%，贵金属、游戏、机器人、短剧等方向跌幅居前，沪深京三市下跌个股超4600只。（原文）
  • [11-12 13:47] A股CPO概念股冲高回落，“易中天”午后集体转跌。中际旭创跌超5%，新易盛跌超3%，天孚通信跌超1%。（原文）
  • [11-12 13:45] 日本央行审议委员浅田统一郎：消费者支出并不一定强劲，目前尚不足以成为推动经济的动力。 日本央行将继续与政府保持密切沟通。 汇率本身并非货币政策的目标。（原文）
  • [11-12 13:41] 以色列军方12日发表声明称，11日夜间在加沙地带南部一家医院打击了巴勒斯坦伊斯兰抵抗运动（哈马斯）一名高级官员及其他武装分子，声明未公布该高级官员的名字。（新华社）（原文）
  • [11-12 13:35] 中国台湾证交所加权股价指数收低2.6%报43,091.87点。（原文）
  • [11-12 13:26] 重庆市人民政府办公厅印发《重庆市促进词元驱动的数据产业高质量发展行动计划（2026-2028年）》，其中提出，力争到2028年，全市可调度智算规模超10万P，围绕城市治理、工业制造、医疗健康、物流运输等领域构建词元试验场，重点打造20个以上词元创新平台矩阵、40个以上行业垂类模型和智能体集群、100个以上面向重点领域的…（原文）
  • [11-12 13:26] A股贵金属板块持续走低，山金国际跌超8%，赤峰黄金、西部黄金、招金黄金、中金黄金、四川黄金均跌超5%。（原文）
  • [11-12 13:23] 伊朗最高国家安全委员会秘书雷扎伊11月11日表示，绝不允许任何浓缩核材料离开伊朗。他指出，浓缩核材料有许多用途，伊朗正在设计核动力船舶和核动力潜艇，未来还可能建造小型模块化反应堆发电厂。他还表示，伊朗将继续推进外交努力，并已提出7项条件，若美方满足这些条件，伊朗将开放霍尔木兹海峡；美方已给出一些回应，但雷扎伊称其“具有…（原文）

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