中文导读

英伟达董事会仍未就黄仁勋的去留作出决定，公司股价跌 6%，拖累美股期货与 AI 交易；Semafor 称这起风波可能妨碍中美贸易谈判。市场方面，黄金跌 4.03% 至 3,948 美元、恒指跌 3.18%、日经涨 5.89%；MSCI 将把全球最大企业比特币持有者 Strategy 从其指数中剔除。科技与创投方面，慕尼黑机器人公司 Agile Robots 获软银领投的 5 亿美元融资、估值达 85 亿美元；一批用 Grok 生成性化未成年人照片的年轻受害者正寻求追究 xAI 的法律责任；Radical Numerics 发布可离线识别天然与人工病原体的边缘 AI 模型 Omnii Defense。安全方面，4837 个被劫持的 GitHub 账户在 1806 多个仓库中运行 CI 密钥窃取器，Node.js 修复 16 个漏洞（含可致服务器崩溃、泄露其他连接数据的 HTTP/2 缺陷），MongoDB 存在预认证严重漏洞，攻击者还在 Linux 服务器植入 GSocket 以维持持久访问。

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24,008.55-3.18%-0.22%
上证指数3,655.83+0.18%-0.10%
日经22560,819.36+5.89%+0.21%
VIX 恐慌指数18.22-28.94%+4.17%
美元指数102.875+1.21%-0.10%
美元/人民币6.659-0.44%-0.13%
美债10年收益率4.998+3.33%+0.00%
COMEX 黄金3,948.60-4.03%-0.85%
WTI 原油86.06-0.91%+0.58%
比特币73,406.01-1.58%-0.15%
以太坊2,044.45-3.61%+0.01%

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 $73,407 · ETH $2,044 · 恐慌贪婪 28（Fear）

要闻

科技

  • Global coordination requirements for 2038-class rollover events · Lobsters · 11-12 16:19 · 原文 Technical Paper ITU-T XSTP.epoch consolidates global understanding of risks associated with a cluster of structurally distinct timekeeping discontinuities arriving between 2036 and 2038, with the 2106…
  • The Polar Vortex Is About to Make Weather Weird From the UK to the US · Wired · 11-12 16:00 · 原文 These Arctic currents have never broken down so early in the season. Combined with an unprecedented El Niño, the outcomes aren’t easy to predict.
  • A growing number of young victims whose photos were sexualized using Grok are seeking to hold xAI legally accountable for allowing users to generate such images (Alexandra S. Levine/Bloomberg) · Techmeme · 11-12 15:30 · 原文 Alexandra S. Levine / Bloomberg : A growing number of young victims whose photos were sexualized using Grok are seeking to hold xAI legally accountable for allowing users to generate such images — Jan…
  • Munich-based Agile Robots, which develops humanoids, mobile robots, robotic arms, and control software, raised $500M led by SoftBank at an $8.5B valuation (Marilen Martin/Bloomberg) · Techmeme · 11-12 15:10 · 原文 Marilen Martin / Bloomberg : Munich-based Agile Robots, which develops humanoids, mobile robots, robotic arms, and control software, raised $500M led by SoftBank at an $8.5B valuation — Agile Robots S…
  • Power Grids On 5 Continents Pulse Every 60s. Scientists Think They Know Why · Slashdot · 11-12 15:00 · 原文 “ScienceAlert is reporting that researchers may have finally determined why, for many years, power grids around the world have been pulsing every 60 seconds,” writes longtime Slashdot reader fahrbot-b…
  • Radical Numerics unveils Omnii Defense, an edge AI model it says can identify natural and AI-engineered pathogens without an internet connection (Emily Mullin/Wired) · Techmeme · 11-12 14:55 · 原文 Emily Mullin / Wired : Radical Numerics unveils Omnii Defense, an edge AI model it says can identify natural and AI-engineered pathogens without an internet connection — Startup Radical Numerics has d…

财经与市场

  • Euro Could Extend Recent Losses Against Dollar · WSJ Markets · 11-12 17:58 · 原文 The euro traded flat. The currency is at risk of falling below $1.10 in coming days, ING said.
  • Nvidia Leadership Crisis Drags on U.S. Stock Futures, Pressures AI Trade · WSJ Markets · 11-12 17:53 · 原文 Nvidia dragged futures for major U.S. indexes lower, putting the brakes on a rally in artificial-intelligence stocks.
  • Nvidia stock falls 6% as investors await Jensen Huang’s fate · CNBC · 11-12 17:49 · 原文 Nvidia’s board met on Wednesday to discuss whether to oust Jensen Huang as CEO.
  • Strategy, the World’s Biggest Corporate Bitcoin Holder, to Be Dropped From MSCI Indexes · WSJ Markets · 11-12 17:44 · 原文 Strategy stock dropped premarket after MSCI ruled the company ineligible for its global indexes.
  • Nvidia shares slide as board considers Huang’s future · Financial Times · 11-12 17:09 · 原文 Stock down more than 7 per cent ahead of Wall Street open as chief executive’s fate hangs in balance
  • Endeavour Mining Shares Tumble as Stoppages Affect Full-Year Output · WSJ Markets · 11-12 17:09 · 原文 Shares opened sharply lower after the company warned it would likely hit only the lower end of its guided range for production this year amid problems at one of its mines.

国际与地缘

  • Some Democrats push to keep House’s China committee · Semafor · 11-12 17:59 · 原文 There’s a bipartisan push to save the committee as members consult House Minority Leader Hakeem Jeffries on its future.
  • Some Democrats want to pump the brakes on Hegseth impeachment · Semafor · 11-12 17:59 · 原文 This week’s attempt to impeach him came up short.
  • Nvidia fallout could hamper US-China trade talks · Semafor · 11-12 17:58 · 原文 CEO Jensen Huang’s ordeal has heightened bipartisan scrutiny of the administration’s handling of export controls on AI chips.
  • Democrats mire themselves in Schumer debate after landslide win · Semafor · 11-12 17:58 · 原文 The longtime leader looks safe despite public defections.
  • Alaska U.S. Senate Election Live Results 2026 - AP News · AP (Google News) · 11-12 17:55 · 原文 Alaska U.S. Senate Election Live Results 2026 AP News
  • What to look forward to as Hong Kong’s ‘Symphony of Lights’ takes its final bow · SCMP · 11-12 17:47 · 原文 Hong Kong’s “A Symphony of Lights”, launched in 2004 as the city sought to revive tourism after the Sars outbreak, will take its final bow on November 18, 2026 after 22 years of illuminating Victoria …

安全与隐私

  • Hackers plant GSocket on Linux servers for persistent access · BleepingComputer · 11-12 17:38 · 原文 Multiple threat actors are abusing GSocket, a legitimate open-source remote access tool, to maintain access to Linux servers even after patching the vulnerabilities exploited to gain initial access. […
  • Critical Pre-Auth MongoDB Flaw (CVE-2026-118383) Can Crash Lagging Servers on Failover · The Hacker News · 11-12 17:25 · 原文 A critical flaw in MongoDB Server allows an unauthenticated attacker to send two requests that trigger a crash on the database server. The crash occurs only if that server is later chosen to take over…
  • Node.js Fixes 16 Flaws, Including HTTP/2 Bugs That Crash Servers and Leak Other Connections’ Data · The Hacker News · 11-12 16:20 · 原文 A flaw fixed in Node.js this week lets unauthenticated clients crash servers that use the runtime’s built-in HTTP/2 support on the 24.x and 26.x release lines. A second HTTP/2 flaw can cause a server …
  • Attacker Used 4,837 Hijacked GitHub Accounts to Run a CI Secret Stealer in 1,806+ Repositories · The Hacker News · 11-12 14:42 · 原文 Starting Tuesday, an attacker used stolen credentials for 4,837 GitHub accounts to plant a secret stealer in repositories those accounts could write to, according to Aikido Security, a security softwa…

财经快讯（中文）

  • [11-12 18:00] 据以色列方面11日消息，联合国安理会计划下周就以色列“E1区”定居点建设项目召开紧急会议。推动此次会议的行动由丹麦牵头，多个欧洲国家参与，希望在以色列土地管理局11月19日相关招标截止日期前采取行动。消息称，以色列正与美国和希腊合作，试图阻止会议召开。（央视新闻）（原文）
  • [11-12 17:57] 礼来美股盘前涨约3%，此前礼来口服GLP-1减重药，获国家药监局批准上市。（原文）
  • [11-12 17:44] 北京证监局发布行政处罚决定书，有研硅员工刘冰内幕交易有研半导体硅材料股份公司股票行为被立案调查。刘冰与内幕信息知情人孙某关系密切，2025年5月16日晚二人聚餐打牌，内幕信息敏感期内存在联络接触。2025年5月19日，刘冰控制使用“刘冰”“詹某欣”“刘某林”账户卖出有研硅158,118股，卖出金额1,769,186.4…（原文）
  • [11-12 17:37] 中芯国际发布公告称，四季度，收入预计环比增长4%-6%，毛利率指引为26%-28%。公司以客户需求为导向推进产能扩充，以高附加值优质产品组合构筑领先优势，增强穿越周期的经营韧性，努力实现有品质、可持续的增长。（原文）
  • [11-12 17:36] 中芯国际公告，2026年前三季度营业收入606.18亿元，同比增长22.4%；归母净利润73.14亿元，同比增长91.6%；扣非净利润56.33亿元，同比增长77.3%。第三季度单季营业收入219.83亿元，同比增长28.1%；归母净利润28.47亿元，同比增长87.6%；扣非净利润26.39亿元，同比增长107.3%…（原文）
  • [11-12 17:30] 菲律宾国家隐私委员会日前发布消息，确认近期收到多个政府部门遭遇网络攻击并发生数据泄露的报告，大量企业和个人隐私数据遭泄露。菲律宾媒体12日报道，菲律宾国家隐私委员会发布消息说，数据泄露涉及菲律宾信息和通讯技术部、证券交易委员会、税务局、司法部、劳工和就业部、海岸警卫队等政府部门。菲律宾国家隐私委员会提醒公众保持警惕，防…（原文）
  • [11-12 17:26] 乌克兰总统泽连斯基12日表示，过去几天乌军发现美国“星链”系统在乌克兰境内出现严重运行异常，系统受每小时161公里（100英里）速度限制，涉及整个前线。乌军核查后认为并非偶发故障，而是系统性速度限制，大幅增加拦截俄喷气式无人机的难度，乌方正与美国沟通查明情况。据美方10月22日消息，特朗普已致电马斯克要求解除相关限制。…（原文）
  • [11-12 17:13] AMD美股盘前涨超3%，博通涨超2%。（原文）
  • [11-12 17:12] 香港交易所发文称，一只以以人民币计价、挂钩人民币货币基金(82800.HK)的衍生权证今日上市。这是时隔约十年，人民币衍生权证再度亮相香港市场，为投资者带来更多人民币产品选择。该权证目前是香港市场上唯一一只以人民币计价的衍生权证。（原文）
  • [11-12 17:10] 知名量化私募天算量化（北京）资本管理有限公司被上海期货交易所处罚。近日，上海期货交易所披露的一则违规处理决定公告显示，今年2月12日，都健使用本人账户、天算指增保护专享2号私募证券投资基金账户，在白银期权合约上相互交易，扰乱市场秩序。（原文）
  • [11-12 17:04] 谷歌在AdSense案件的法庭诉讼中遭遇挫折。（彭博）（原文）
  • [11-12 17:03] 伦敦金属交易所(LME)：铝库存减少375吨，铜库存增加8925吨，锌库存减少950吨，锡库存持平，铅库存减少5475吨，镍库存增加894吨。（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。