中文导读

黄仁勋辞任后美股不跌反涨：标普 500 涨 3.78%、纳指涨 4.78%、道指涨 2.18%，VIX 回落至 17.46；WSJ 称股东不会怀念黄仁勋，MarketWatch 则认为这起丑闻暴露了标普 500 的结构性问题。黄仁勋已聘请 Paul Weiss 律所并同意赴国会作证，Craig-Hallum 将英伟达评级下调至「持有」；同时 10 年期美债收益率升至 5.107%、黄金跌 5.71% 至 3,879 美元、比特币跌 3.68% 至 71,840 美元，Nebius 因资本开支指引与疲弱展望跌 16%，美联储则宣布 2027 年 10 月会议将不进行利率投票。地缘方面，欧洲领导人拒绝俄方提出的欧洲安全架构改革方案，欧盟当局今年第二次捣毁 SteaIC 恶意软件服务器。安全领域，新的 Windows SignDrop 零日可获取 SYSTEM 权限，Red Hat Quay 严重漏洞可读取并覆盖仓库内全部私有容器镜像，Citrix 修复 12 个 NetScaler 与 Secure Access 漏洞（含认证绕过），ConnectWise 正调查近 50 家机构遭遇的 ScreenConnect 入侵。

行情

资产最新日涨跌4h 变化
标普5007,632.02+3.78%+0.17%
纳斯达克综合25,477.59+4.78%+0.04%
道琼斯52,646.83+2.18%+0.31%
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17.46-31.90%-7.03%
美元指数103.227+1.55%+0.26%
美元/人民币6.662-0.39%+0.03%
美债10年收益率5.107+5.10%+1.17%
COMEX 黄金3,879.70-5.71%-0.45%
WTI 原油87.66+0.93%+0.78%
比特币71,840.67-3.68%-0.77%
以太坊2,014.88-5.00%+0.21%

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 $71,821 · ETH $2,015 · 恐慌贪婪 28（Fear）

要闻

AI 与科技

  • Migrate to Amazon Bedrock Managed Knowledge Base with your coding agent · AWS ML Blog · 11-13 00:16 · 原文 The migration guide in the amazon-bedrock skill helps you migrate a customer-managed Amazon Bedrock knowledge base to a Managed Knowledge Base. Your coding agent plans the move with read-only discover…
  • Build composable, interoperable multi-agent systems with A2A on AWS · AWS ML Blog · 11-12 23:42 · 原文 Build a composable, interoperable multi-agent system on AWS with the Agent-to-Agent (A2A) protocol. A LangChain orchestrator on Amazon ECS communicates with a Strands agent on Amazon Bedrock AgentCore…
  • Fine-grained access control for Amazon Bedrock Managed Knowledge Base tools · AWS ML Blog · 11-12 23:40 · 原文 Learn how to expose an Amazon Bedrock Managed Knowledge Base to AI agents as MCP tools through Amazon Bedrock AgentCore Gateway while keeping per-user access control. A request interceptor injects ver…
  • From prototype to production: Engineering agents with Agent DLC · AWS ML Blog · 11-12 23:38 · 原文 Agents stall between demo and release when teams lack a repeatable way to measure how good an agent is and whether the last change helped. This post covers three agent properties that break traditiona…
  • A New Dawn in the Cloud: ‘Warhammer 40,000: Dawn of War IV’ Is Coming to GeForce NOW · NVIDIA Blog · 11-12 22:00 · 原文 Rally the ranks this GFN Thursday. Warhammer 40,000: Dawn of War IV is coming to GeForce NOW, allowing players to experience the battle for Kronus through cloud gaming. There’s more on the horizon, wi…

科技

  • The Jensen Huang scandal is hardly over · The Verge · 11-13 01:44 · 原文 I was certain, until the story of Jensen Huang’s second affair hit, that Huang was bulletproof. After all, why wouldn’t he be? He’s placed himself indispensably at the center of the AI industry and fa…
  • Hugging Face CEO vows to keep fighting for open-source AI after Jensen Huang’s exit · TechCrunch · 11-13 01:36 · 原文 Hugging Face’s CEO pledged to keep fighting for open-source AI after Huang’s exit, raising questions about Nvidia’s $12.9B acquisition.
  • HubSpot Co-Founder Halligan Returning as CEO as Rangan Steps Down · The Information · 11-13 01:32 · 原文 Brian Halligan, the HubSpot co-founder who stepped down as CEO in 2021 after a snowmobile accident, is back at the helm. HubSpot on Thursday announced that Halligan is replacing CEO Yamini Rangan, who…
  • AI Models Know What Women, Peace and Security Is. They Just Don’t Bring It Up · Hacker News · 11-13 01:32 · 原文
  • Paths in Pieces · Hacker News · 11-13 01:19 · 原文
  • The amazing disappearing exoplanet · Ars Technica · 11-13 01:18 · 原文 An exoplanet seems to stopped transiting in front of its host star.

财经与市场

  • In a policy switch, the Fed says its October 2027 meeting will not see a vote on interest rates · CNBC · 11-13 01:58 · 原文
  • Nebius falls 16% as company expects increased 2026 capex spend, issues weak outlook · CNBC · 11-13 01:53 · 原文 Nebius’ earnings report comes after fellow neoclouds IREN and CoreWeave showed better-than-expected results in the past week.
  • Bain Capital’s head of real estate uses this strategy to counter the economy’s ‘cocktail of disruption’ · CNBC · 11-13 01:50 · 原文 Ryan Cotton, Bain Capital’s head of real estate, sits for an interview with the Property Play video podcast.
  • Nvidia Shareholders Won’t Miss Jensen Huang for Long · WSJ Markets · 11-13 01:43 · 原文 Steadier hands could be better suited to enriching shareholders as the AI chip company enters a new phase.
  • The scandal at Nvidia is exactly what’s wrong with the S&P 500 · MarketWatch · 11-13 01:42 · 原文 A big chunk of your retirement is likely invested in the computer-chip giant.
  • European leaders reject Russian push to overhaul continent’s security · Financial Times · 11-13 01:38 · 原文 ‘Europe needs to pay attention’, warns Zelenskyy after Abu Dhabi talks

国际与地缘

  • US infant survives being buried alive, father is charged with attempted murder · SCMP · 11-13 01:54 · 原文 A South Carolina man accused of burying his 11-month-old son in a dog crate in a clump of scrubby pines was denied bond at a hearing on Thursday. Michael Comer, 25, showed no remorse for attempting to…
  • Nvidia live updates: Jensen Huang agrees to testify before Congress following ouster - CNBC · Google News Top · 11-13 01:49 · 原文 Nvidia live updates: Jensen Huang agrees to testify before Congress following ouster CNBC Jensen Huang Said to Have Had Relationship With Nvidia Executive Who Reports to Him The New York Times NVIDIA …
  • Duran Duran drummer Roger Taylor leaves band due to tinnitus · The Guardian World · 11-13 01:44 · 原文 ‘I must now listen to my body and my doctors’, says Taylor, who was one of the earliest members of the new wave hit-makers The drummer for Duran Duran, Roger Taylor, is to step down from the band due …
  • Suspect in Washington DC gym shooting dead by suicide as four people injured and one dead · The Guardian World · 11-13 01:42 · 原文 Authorities identify suspect as ‘white male’ who was a member at VIDA Fitness, the gym where people were shot Washington DC shooting latest updates Four people were injured and one person died after a…
  • A Mystery Businessman Introduced Jensen Huang to His Paramour. It Was Her Husband. · WSJ World · 11-13 01:42 · 原文 Kang Wei appeared to accept that his wife Alice Huang was in a romantic relationship and spoke openly of her closeness to the Nvidia chief.
  • AI stocks pare losses as investors assess fallout of Nvidia CEO’s exit - Reuters · Reuters (Google News) · 11-13 01:41 · 原文 AI stocks pare losses as investors assess fallout of Nvidia CEO’s exit Reuters

安全与隐私

  • Defense One Futures: Robot Wars Ep. 1 · Defense One · 11-13 01:14 · 原文
  • Critical Red Hat Quay Flaw Lets Attackers Read and Overwrite All Private Container Images in a Registry · The Hacker News · 11-13 00:27 · 原文 A critical flaw in Red Hat Quay allows an attacker who can access a Quay registry to read and overwrite private container images in every repository. Quay enables anonymous access by default, and whil…
  • European authorities take down SteaIC malware servers for second time this year · The Record · 11-13 00:21 · 原文 German authorities on Thursday said investigators traced the rebuilt network to the Virtualine bulletproof hosting provider, seized by the FBI in October, with the assistance of police in Frankfurt an…
  • ConnectWise investigates ScreenConnect breaches after reports of incidents at nearly 50 organizations · The Record · 11-13 00:16 · 原文 Abuse of an independent third-party tool led to breaches at ScreenConnect customers, confirmed the software’s maker, ConnectWise. Cybersecurity researchers had spotted intrusions at nearly 50.
  • New Windows SignDrop zero-day gives hackers SYSTEM privileges · BleepingComputer · 11-13 00:04 · 原文 Security researcher Abdelhamid Naceri (also known as Nightmare Eclipse) has released a new Windows zero-day exploit that can let attackers gain SYSTEM privileges. […]
  • Citrix Patches 12 NetScaler and Secure Access Client Flaws, Including Authentication Bypass · The Hacker News · 11-12 23:38 · 原文 Citrix has released patches for multiple critical security flaws impacting NetScaler ADC, Citrix NetScaler Gateway, and NetScaler Console that could lead to denial-of-service (DoS) or an authenticatio…

科学

  • A New Era for the Dawn of Life · Quanta Magazine · 11-13 00:20 · 原文 Creative, interdisciplinary, and bold, the study of the origins of life has entered a new age. Welcome to Quanta Magazine’s special series on the origins of life. The post A New Era for the Dawn of Li…
  • The Evolving Story of How Chemistry Became Biology · Quanta Magazine · 11-12 23:45 · 原文 After decades of bickering about which molecules came first, a new generation of scientists is rethinking what life was, is, and could be. The post The Evolving Story of How Chemistry Became Biology f…
  • Long-overlooked Alzheimer’s hypothesis makes a comeback · Science News · 时间未知 · 原文 Decades after it fell out of fashion, researchers return to an idea linking the disease to the loss of crucial neurons

财经快讯（中文）

  • [11-13 01:51] LME期铜收跌229美元，报13588美元/吨。 LME期铝收跌38美元，报3030美元/吨。 LME期锌收跌40美元，报3716美元/吨。 LME期铅收涨4美元，报1886美元/吨。 LME期镍收涨25美元，报16226美元/吨。 LME期锡收涨124美元，报46652美元/吨。 LME期钴收平，报33525美元/吨…（原文）
  • [11-13 01:45] 意大利国家电力公司ENEL：将把数据中心纳入下一阶段的业务计划。（原文）
  • [11-13 01:39] 黄仁勋聘请律所Paul Weiss。（纽约时报）（原文）
  • [11-13 01:32] Craig-Hallum Capital Group LLC分析师Richard Shannon将英伟达的评级从“买入”下调至“持有”。目标价设在180美元，比最近收盘价高9.4%。（原文）
  • [11-13 01:29] 黄仁勋离职后，英伟达新任董事会主席哈维·琼斯于周四向员工发送电子邮件，以下是信件的全文内容： 亲爱的NVIDIA员工： 我写这封信是为了分享一项重要人事变动。黄仁勋已辞去首席执行官及董事会成员职务，董事会已要求首席财务官科莱特·克雷斯出任临时首席执行官，同时启动永久继任者的遴选工作，范围涵盖内部和外部候选人。我将出任公…（原文）
  • [11-13 01:27] 黄仁勋离职后，英伟达新任临时首席执行官科莱特·克雷斯和董事会主席哈维·琼斯于周四向员工发送电子邮件，以下是信件的全文内容： 亲爱的NVIDIA同事们： 我深信这家公司及其未来。最重要的是，我深信你们每一个人，深信我们的客户和合作伙伴，深信我们每天在全球经济中发挥的重要作用。 董事会、高管团队和我都认识到，这是一段极其艰…（原文）
  • [11-13 01:26] 周四（11月12日）欧市尾盘，ICE英国天然气期货涨8.09%，报233.520便士/千卡，亚太中午以来持续上涨。 TTF基准荷兰天然气期货涨7.88%，报93.693欧元/兆瓦时，北京时间13:04微跌至86.045欧元刷新日低，随后持续上涨。 ICE欧盟碳排放交易许可（期货价格）涨0.93%，报90.39欧元/吨。（原文）
  • [11-13 01:22] 布伦特原油日内涨幅达2.0%，报94.62美元/桶。（原文）
  • [11-13 01:19] 美国财长贝森特：长期以来，华盛顿将美国工业衰退视为不可避免。 总统特朗普认识到，这是政策选择的结果，因此可以逆转。 在特朗普的贸易政策重置及其历史性减税法案实施后，该行业重获增长势头，这表明正确的政策能够扭转数十年的工业衰退。 该行业已连续十个月扩张，今年迄今新增10.1万个就业岗位。9月产出再次上升，职位空缺攀升至5…（原文）
  • [11-13 01:18] 美联储确认将2027年10月会议从FOMC日程中移除后，联邦基金期货10月27日/11月27日价差合约出现一波交易活动。 资金流包括以-0.5个基点买入1.2万份10月27日/11月27日价差合约，推动基差回升至零。 最大单笔交易为美东时间上午11:59成交的1万份合约，为迄今为止该价差合约的最大成交量。 周三该价差合…（原文）
  • [11-13 01:18] 美国能源信息署（EIA）：预计2027年阿拉斯加原油产量将增长13%，因为桑托斯（Santos）和雷普索尔（Repsol）合资开发的皮卡（Pikka）一期项目以及康菲石油（ConocoPhillips） 努纳（Nuna）项目带来的新增产量，将推动该州北坡地区的供应增长。（原文）
  • [11-13 01:08] 也门胡塞武装当地时间12日晚发表声明称，胡塞武装当天使用6枚弹道导弹，对沙特主导联军的多个军事集结点进行了6次打击。目标包括位于也门拉赫季省的哈拉兹军营以及拉斯阿拉和哈拉兹地区的其他军事地点。声明称，所有打击均命中目标，造成数十人伤亡。胡塞武装称，过去24小时内，沙特主导的联军对也门拉赫季省、塔伊兹省、萨达省、焦夫省和…（原文）

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数据源状态

  • 新闻源全部成功；行情与快讯源正常。

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