中文导读

微软 Office、Outlook 与 Copilot 的大范围故障仍在抢修；黄仁勋风波持续发酵：纽约时报称特朗普曾劝他「为职位而战」，且特朗普与卢特尼克同黄仁勋的密切关系令官员在收紧对华芯片销售时投鼠忌器，英伟达员工发起「Bring Back THE Boss」请愿，彭博称黄仁勋陷入自责、称不在乎个人结局。市场避险情绪升温：比特币跌 5.82% 至 70,849 美元，恐慌贪婪指数降至 20（极度恐惧），黄金日内跌 4.91%、过去 4 小时反弹 0.80%，10 年期美债收益率 5.103%、美元指数 103.13，日本财相警告日元过快波动。其他要闻：WHOOP 推出每位用户都拥有「已验证心跳」的社交网络，华尔街银行正加快应对用信用卡消费的 AI 机器人，黎巴嫩要求叙利亚引渡杀害伊拉克前议员的嫌犯。安全方面，与 ScreenConnect 攻击相关的新蠕虫式恶意软件 SCKit 正针对托管服务商，约 4,800 个 GitHub 账户被入侵用于窃取云凭证。

行情

资产最新日涨跌4h 变化
标普5007,592.40+3.25%+0.00%
纳斯达克综合25,366.09+4.32%+0.00%
道琼斯52,297.09+1.50%+0.00%
恒生指数23,914.27-2.32%-0.39%
上证指数3,661.19+0.01%+0.15%
日经22561,827.72+5.19%+1.66%
VIX 恐慌指数18.70-27.07%+0.00%
美元指数103.130+1.46%-0.05%
美元/人民币6.667-0.14%-0.04%
美债10年收益率5.103+5.02%+0.00%
COMEX 黄金3,912.40-4.91%+0.80%
WTI 原油88.20+1.55%-0.55%
比特币70,848.88-5.82%-0.81%
以太坊2,008.86-5.75%-0.25%

美债收益率（11/12/2026）：2Y 4.86% · 10Y 5.10% · 30Y 5.43% · 10Y-2Y 0.24 个百分点

BTC $70,905 · ETH $2,011 · 恐慌贪婪 20（Extreme Fear）

要闻

AI 与科技

  • llm-gemini 0.37 · Simon Willison · 11-13 06:55 · 原文 Release: llm-gemini 0.37 Google launched Gemini 4 Hydrogen today - the lowest cost member of the Gemini 4 family. It’s actually not too far off the price of its much bigger siblings, Carbon and Argon.…
  • Deploy frontier AI models on AWS Trainium with SGLang-Neuron · AWS ML Blog · 11-13 06:03 · 原文 SGLang-Neuron is now publicly available through an AWS Deep Learning Container. With SGLang-Neuron, you can serve models and generate reinforcement learning rollouts with SGLang on AWS Trainium using …

科技

  • Microsoft Labors to Fix Long Outage of Office, Outlook, Copilot · The Information · 11-13 09:57 · 原文 Microsoft said it was attempting to restore service to customers of Office, Copilot, and its Outlook email service after an outage took the applications offline for more than six hours for users acros…
  • Sources close to Jensen Huang say he has taken a penitent turn, castigated himself as a “piece of shit”, and claims to not care what happens to himself (Bloomberg) · Techmeme · 11-13 09:50 · 原文 Bloomberg : Sources close to Jensen Huang say he has taken a penitent turn, castigated himself as a “piece of shit”, and claims to not care what happens to himself — At the end, Jensen Huang looked br…
  • Trump Had Urged Nvidia’s Jensen Huang to Fight for His Job · Hacker News · 11-13 09:43 · 原文
  • Whoop Launches a Social Network Where Every User Has a ‘Verified Heartbeat’ · Slashdot · 11-13 09:40 · 原文 Whoop has launched Humans, a social network built into its fitness app where every account is a real person with a “verified heartbeat.” The wearable company claims its platform is “entirely human,” u…
  • Sources: President Trump’s and Howard Lutnick’s close relationship with Jensen Huang made officials wary of taking aggressive steps to rein in Nvidia chip sales (New York Times) · Techmeme · 11-13 09:35 · 原文 New York Times : Sources: President Trump’s and Howard Lutnick’s close relationship with Jensen Huang made officials wary of taking aggressive steps to rein in Nvidia chip sales — Howard Lutnick has f…
  • ‘Bring Back THE Boss’: Nvidia Employees Petition for Jensen Huang’s Return · Wired · 11-13 09:17 · 原文 An internal post urging the board to consider employee sentiment about Nvidia’s former CEO has drawn more than 1,600 comments, the majority in full support of reinstalling him.

财经与市场

  • The Silicon Valley veterans now steering Nvidia · Financial Times · 11-13 09:42 · 原文 New chair Harvey Jones and CEO Colette Kress need to steady the chip group after founder Jensen Huang’s shocking departure
  • Japan’s Finance Minister Warns Against Rapid Yen Moves · WSJ Markets · 11-13 09:36 · 原文 Finance Minister Satsuki Katayama called recent yen movements “one-sided and rapid.”
  • Oil Slips Again as Traders Weigh Diplomacy Hopes · WSJ Markets · 11-13 09:28 · 原文 Oil prices slipped in Asia, surrendering gains made after comments from Trump saying the U.S. no longer needs a deal with Iran.
  • Gold Edges Higher in Technical Rebound · WSJ Markets · 11-13 09:24 · 原文 Gold edged higher in a likely technical rebound after falling overnight.
  • AI Bots Are Using Credit Cards. Banks Are Racing to Keep Up. · WSJ Markets · 11-13 09:00 · 原文 Stripe is positioning itself as a key cog for agentic commerce, while JPMorgan Chase is a skeptic.
  • Nvidia chief Jensen Huang toppled by revelations of extramarital affairs · Financial Times · 11-13 08:07 · 原文 Departure marks stunning end to three-decade tenure of executive who built chip company into an engine of the AI boom

国际与地缘

  • After Iraq ex-MP’s killing, Lebanon asks Syria to extradite suspects · Al Jazeera · 11-13 09:44 · 原文 Longtime Sunni politician and Iran critic was reportedly strangled in Beirut, sparking investigation.
  • Albania’s PM says 2027 NATO summit will not be held in Tirana · Al Jazeera · 11-13 09:43 · 原文 Albania has faced criticism over low defence spending, as Rama is under pressure at home amid months of protests.
  • Pat Cummins press conference live updates: Australian cricket captain speaks about Usman Khawaja’s ‘sandpapergate’ claims · The Guardian World · 11-13 09:40 · 原文 Cummins speaks about allegations in Usman Khawaja’s book about the 2018 ball-tampering incident ‘Complete and utter nonsense’: Australia captain Pat Cummins hits back at Khawaja ‘sandpapergate’ claims…
  • Trump defends Iran war with familiar lies and deflects blame for midterm losses – US politics live · The Guardian World · 11-13 09:35 · 原文 President repeats claims contradicted by US intelligence reports in new interview with sports pundit Stephen A Smith Trump says no deal needed on Iran war and orders Vance to focus on domestic issues …
  • Thunderstorms to hit Hong Kong on Friday ahead of colder weather next week · SCMP · 11-13 09:33 · 原文 Hong Kong is set for heavy showers and thunderstorms from Friday night, with urban area temperatures forecast to fall to as low as 19 degrees Celsius (66 Fahrenheit) next week as a cold front reaches …
  • Fewer Japanese subscribe to newspapers. Yet they trust print media more · SCMP · 11-13 09:30 · 原文 Less than half of households in Japan subscribe to a daily newspaper, a level not seen in about 60 years, according to a media tracking report, signalling further evidence of the decline of print as t…

安全与隐私

  • New worm-like ‘SCKit’ malware targets MSPs in ScreenConnect attacks · BleepingComputer · 11-13 06:53 · 原文 A new worm-like malware toolkit named SCKit was deployed in the recent ScreenConnect attacks targeting managed service providers (MSPs), designed to spread from infected customer devices to MSP techni…
  • Hackers compromise 4,800 GitHub accounts to steal cloud credentials · BleepingComputer · 11-13 06:25 · 原文 A new campaign dubbed ‘wfx-loot’ has unfolded on GitHub where threat actors used 4,837 compromised accounts to probe 61,764 repositories, open pull requests, and push secrets-stealing malware. […]

财经快讯（中文）

  • [11-13 09:58] 进出口行发行1年期债券，规模10亿元，发行利率0.0000%，预期1.3800%，投标倍数1.00倍，边际倍数1.00倍。（原文）
  • [11-13 09:56] 据报道，国会民主党高层证实，明年1月民主党人正式掌控国会后，包括国务卿鲁比奥在内的特朗普政府多名高级官员可能成为调查和弹劾目标。（新华社）（原文）
  • [11-13 09:55] 北汽集团发文称，北汽集团党委书记、董事长张建勇于11月10日率队赴深圳，与华为创始人任正非及华为高层代表会谈，就进一步深化战略合作深入交流。双方表示，享界汽车融合北汽豪华造车经验与华为智能化优势，已取得一定成功，下一步将围绕用户体验持续加大投入，实现差异化突围，共同把享界汽车打造成中国的豪华品牌。目前，享界品牌已率先完…（原文）
  • [11-13 09:44] 算力硬件股震荡下挫，源杰科技、科翔股份跌超10%，天孚通信、罗伯特科、杰普特、景旺电子、胜宏科技、生益科技、沪电股份等跌超7%。（原文）
  • [11-13 09:43] 财政部1个月期国库现金定存中标利率1.30%，上次为1.42%。（原文）
  • [11-13 09:38] 创业板指跌超1%，沪指跌0.05%，深成指跌0.53%，算力硬件、农业、光伏、房地产等板块跌幅居前，沪深京三市下跌个股超3400只。（原文）
  • [11-13 09:36] 美国财政部长斯科特·贝森特表示，他正在观察民主党人是否“认真”致力于降低美国债务水平，并暗示特朗普政府愿意解决“税收花招”问题，将其作为减少国家赤字解决方案的一部分。（原文）
  • [11-13 09:32] 新世界发展有限公司已聘请银行筹备供股事宜，拟募资高达250亿港元。（彭博）（原文）
  • [11-13 09:31] A股半导体芯片开盘领涨，天普股份4连板，华东重机一字涨停，旋极信息、大胜达、摩尔线程、天普股份、寒武纪涨超4%。（原文）
  • [11-13 09:30] 中证转债指数开盘上涨0.26%。佐力转债、千红转债、华峰转债、奥士转债、联瑞转债涨幅居前，分别涨30.00%、30.00%、3.64%、3.47%、3.17%。佩蒂转债、爱科转债、三江转债、盛德转债、百洋转债跌幅居前，分别跌1.97%、1.11%、0.90%、0.66%、0.63%。（原文）
  • [11-13 09:30] 中芯国际联合CEO赵海军在三季度业绩会上分析，三季度公司毛利率为29.9%，环比增加4.6个百分点，主要是因为客户提拉要求紧迫，为支持客户出货，公司相应减缓了工程和研发投片，在月产能新增2万片折合8英寸标准逻辑晶圆的基础上，产能利用率提升至97.3%，环比增加3.6个百分点，产出环比增加高个位数百分比，显著摊薄了单位晶…（原文）
  • [11-13 09:29] 中芯国际联合CEO赵海军在三季度业绩会上分析，三季度晶圆收入以应用来看，智能手机和消费电子环比分别下降8%和1%，需求仍较为疲弱；电脑与平板、工业与汽车、互联与可穿戴市场整体需求没有大的变化，但公司受益于产业链本土化切换和公司的前瞻性平台部署，相关收入分别实现26%、26%和18%的环比增长。举例来说，公司在工业与汽车…（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。