中文导读

黄仁勋辞任英伟达 CEO、总裁及董事，立即生效：CFO Colette Kress 出任临时 CEO、Harvey Jones 成为公司首位董事会主席，董事会启动永久 CEO 的搜寻，英伟达盘前一度跌超 10%，公司称运营与客户承诺不受干扰、财报仍定于 11 月 17 日发布。市场方面，现货黄金跌破 3,900 美元、COMEX 黄金跌 5.28% 至 3,897 美元，10 年期美债收益率升至 5.048%；特朗普称「不需要与伊朗达成协议」「我们掌控着他们的海峡」，油价应声跳涨、WTI 转涨至 86.98 美元。政策方面，参议员 Cotton 呼吁商务部长卢特尼克将中国存储芯片厂商 CXMT 列入美国禁令，加拿大驻美大使警告关税推高成本、威胁美国投资。安全领域，罗马尼亚称挫败了针对政府邮箱的俄罗斯黑客攻击，哈萨克斯坦关联黑客用 AI 代理刺探中亚多国政府，Google Cloud 警告三处 AMD Turin CPU 缺陷可致虚拟机跨进程数据泄露，N-central 新漏洞可绕过补丁实现 root 远程代码执行。

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%+0.00%
上证指数3,655.83+0.18%+0.00%
日经22560,819.36+5.89%+0.00%
VIX 恐慌指数18.78-26.76%+3.07%
美元指数102.961+1.29%+0.08%
美元/人民币6.660-0.43%+0.01%
美债10年收益率5.048+3.89%+1.00%
COMEX 黄金3,897.30-5.28%-1.30%
WTI 原油86.98+0.15%+1.07%
比特币72,398.93-2.93%-1.37%
以太坊2,010.66-5.20%-1.65%

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 $72,403 · ETH $2,009 · 恐慌贪婪 28（Fear）

要闻

科技

  • Apple’s HomeView is my new favorite smart display — but not my daughter’s · The Verge · 11-12 22:00 · 原文 The HomeView nails everything I want from a smart display. It’s superb at controlling my smart home; it’s an excellent hands-free kitchen companion, a good speaker, and a gorgeous digital photo frame.…
  • Nvidia CEO Jensen Huang Resigns, Creating Uncertainty for the AI Sector · The Information · 11-12 21:58 · 原文 Nvidia CEO and co-founder, Jensen Huang, resigned on Thursday in a stunning turn of events that upends the world’s second-most-valuable company and rattles one of the foundations of the AI economy. Fi…
  • Nvidia CEO Jensen Huang resigns amid spy, affair scandals · The Verge · 11-12 21:53 · 原文 Nvidia’s board has separated from Jensen Huang, its longtime co-founder, president, and CEO, after reports of two extramarital affairs - one with an alleged Chinese spy and one with an Nvidia executiv…
  • Jensen Huang resigns as Nvidia CEO, president, and board member, effective immediately; CFO Colette Kress will be interim CEO as the board considers candidates (Nvidia Newsroom) · Techmeme · 11-12 21:53 · 原文 Nvidia Newsroom : Jensen Huang resigns as Nvidia CEO, president, and board member, effective immediately; CFO Colette Kress will be interim CEO as the board considers candidates — - Colette Kress, Exe…
  • Exclusive: Fairphone Lands Its First US Carrier Partner in Boost Mobile · Wired · 11-12 21:30 · 原文 The sustainable phone maker is teaming up with its first US carrier to sell wireless plans alongside its fully repairable smartphone.
  • Nine Korean startups vie for a spot in Disrupt 2027’s Startup Battlefield 200 competition · TechCrunch · 11-12 21:26 · 原文 The startups work across the deep tech sector, including healthcare, fintech, energy, semiconductors, and AI. All nine are looking to enter the US.

财经与市场

  • Canada’s ambassador warns Trump tariffs are driving up costs, threatening U.S. investment · CNBC · 11-12 21:59 · 原文 U.S.-Canada trade tensions persist as Trump’s tariffs drive up costs, threaten investment and complicate negotiations between the two countries.
  • Trump says ‘we don’t need a deal with Iran’ · CNBC · 11-12 21:54 · 原文 Trump directed Vice President JD Vance to instead focus his attention on corruption and crime in Democratic cities and states.
  • Oil prices jump after Trump says no Iran deal needed: ‘We’ve got their Strait’ · CNBC · 11-12 21:49 · 原文 Oil prices popped Thursday, after the latest comments from President Donald Trump raised worries that an end to the U.S.-Iran war was not in sight.
  • It’s not ‘Medicare for All,’ but ‘Medicare for More.’ What this could mean for workers over 50. · MarketWatch · 11-12 21:38 · 原文 A new bill would lower the Medicare age to 50, expanding coverage to an additional 60 million adults
  • Lutnick should ban Chinese memory maker CXMT from U.S., Sen. Cotton says · CNBC · 11-12 21:20 · 原文 Sen. Tom Cotton is urging the Commerce secretary to add CXMT to its “Entity List” as the fast-growing Chinese memory maker expands in DRAM and pushes into HBM.
  • Wendy’s rejects a takeover offer, scales back breakfast and still sees its stock surge · MarketWatch · 11-12 21:05 · 原文 Wendy’s plans to go it alone, and analysts say the company has “significant work ahead.”

国际与地缘

  • Trump orders Vance to focus on “corruption” in Democrat-run areas, not Iran · Axios · 11-12 21:54 · 原文 President Trump directed Vice President JD Vance on Thursday to turn his “complete and total attention” toward alleged corruption in Democrat-run cities and states, contending that “[w]e don’t need a …
  • Jensen Huang, an architect of the AI boom, resigns as Nvidia CEO · Axios · 11-12 21:53 · 原文 Jensen Huang resigned as CEO of Nvidia after he reportedly had two affairs, including one with a purported Chinese spy. Why it matters: It’s impossible to overstate how critical Huang is to Nvidia, to…
  • Queen Mary Hospital lift scandal may involve illegal acts, probe finds · SCMP · 11-12 21:48 · 原文 Contractors, subcontractors, consultants and professionals linked to a scandal involving defective lifts at Queen Mary Hospital may have committed illegal acts, Hong Kong authorities have said, while …
  • China slams Chile-Belgium bid to host High Seas Treaty body, pushes rival Xiamen proposal · SCMP · 11-12 21:47 · 原文 China on Thursday criticised Chile and Belgium’s combined bid to host the secretariat of the High Seas Treaty, accusing the countries of “politicising the bidding process and dividing members into opp…
  • ‘A second chance’: children guilty of serious offences will no longer have to declare criminal records · The Guardian World · 11-12 21:44 · 原文 Government proposal aims to reduce number of children in custody in England and Wales and boost youth employment Children found guilty of robbery, dealing drugs to other children or violent disorder w…
  • Young people should get fewer welfare benefits, according to Milburn review on the workforce – UK politics live · The Guardian World · 11-12 21:44 · 原文 Milburn’s review is considering how to address the growing number of young people classified as not in education, employment or training On the Today programme this morning, the Labour MP Bell Ribeiro…

安全与隐私

  • Romania says it stopped Russian cyberattack targeting government emails · The Record · 11-12 21:30 · 原文 Romania’s intelligence agency said it stopped a cyber-espionage campaign by Russian state-linked hackers before the group exfiltrated sensitive data.
  • Kazakhstan-linked hackers used AI agent to spy on Central Asian governments · The Record · 11-12 21:00 · 原文 Suspected Kazakhstan-linked hackers used an artificial intelligence agent to help spy on Central Asian governments, steal sensitive documents and infiltrate critical infrastructure networks, according…
  • Microsoft: Recent Windows updates cause SQL Server performance issues · BleepingComputer · 11-12 20:11 · 原文 Microsoft has confirmed that Windows updates released since the October 2026 Patch Tuesday are causing SQL Server performance and stability issues. […]
  • Google Cloud Warns Three AMD Turin CPU Flaws Could Leak Data Across Processes in VMs · The Hacker News · 11-12 20:09 · 原文 Google Cloud VMs on AMD Turin chips need a guest OS patch and a stop-and-start to protect against three CPU side-channel flaws, Google said this week. The company has already applied mitigations again…
  • Webinar: See How Identity Blind Spots Put Your SOC at Risk and How to Close Them · The Hacker News · 11-12 20:02 · 原文 Security teams have more alerts, logs, and monitoring tools than ever. Yet when an attack happens, one simple question can still take too long to answer: Who or what is behind this activity, and what …
  • New N-central Exploits Work Against Patched Servers, Enable Root RCE and Windows SYSTEM Access · The Hacker News · 11-12 19:51 · 原文 N-able on Thursday said it’s investigating a new public disclosure containing claims of additional vulnerabilities in on-premise versions of N-central running version 2026.4.1 HF2. “Based on our initi…

财经快讯（中文）

  • [11-12 21:55] 英伟达：将按计划于11月17日（周二）公布2027财年第三季度业绩，将于11月17日下午2点（美国太平洋时间）举行财报电话会议。（原文）
  • [11-12 21:53] 英伟达：黄仁勋对公司的贡献是极大的。 预计运营和客户承诺将不受干扰。（原文）
  • [11-12 21:51] 英伟达美股盘前跌幅扩大至逾10%。（原文）
  • [11-12 21:49] 英伟达任命首席财务官Colette Kress为临时首席执行官。 英伟达任命HARVEY JONES为公司首位董事会主席。 董事会启动永久CEO人选的搜寻。 英伟达将考虑CEO的内部和外部候选人。（原文）
  • [11-12 21:45] 现货黄金跌破3900美元/盎司关口，日内跌幅超2%。（原文）
  • [11-12 21:45] 【美联储哈马克：通胀正朝着错误的方向发展】美联储哈马克：真正的价格压力来自人工智能建设，需要转向限制性政策立场。（原文）
  • [11-12 21:44] 美联储哈马克：通胀正朝着错误的方向发展。 真正的价格压力正来自人工智能建设。 需要转向限制性政策立场。（原文）
  • [11-12 21:36] 华虹宏力高管在第三季度业绩说明会上介绍，目前华虹已经身处硅光领域，光模块内部有多种不同的芯片，其中一部分公司已在生产，比如应用于光模块的MCU，部分电源管理芯片和功率器件等，公司参与器件层，而非更集成的系统层面。公司将进一步扩大硅基份额，拓展产品类型；对于非硅基的光学产品公司也将保持关注。（证券时报）（原文）
  • [11-12 21:36] 美国贸易代表格里尔：（谈英伟达）这是一家具有重要结构性意义的公司。 我们仍然感到担忧。 （谈墨西哥）特朗普准备采取关税行动。 （谈加拿大）过去几天我们已与加拿大方面通话，不想就加拿大贸易协议给出时间表。（原文）
  • [11-12 21:35] 英伟达美股盘前跌幅扩大至9%。（原文）
  • [11-12 21:30] 美国11月7日当周首次申请失业救济人数 20万人，预期 19.4万人，前值由 18.9万人修正为 19.1万人。 美国10月31日当周续请失业救济人数 169.7万人，预期 171万人，前值由 171.8万人修正为 171.7万人。（原文）
  • [11-12 21:29] 现货黄金日内跌幅达2.0%，报3907.73美元/盎司（原文）

央行公告

数据源状态

  • 1 个源失败：
    • world-news：Hacker News：RemoteDisconnected: Remote end closed connection without response

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。