中文导读

加密资产与英伟达同步重挫：比特币跌 9.78% 至 67,867 美元、以太坊跌 10.77% 至 1,902 美元；英伟达本周恐创 2012 年以来最长周线连跌、市值已蒸发 1.6 万亿美元，但散户周四开盘 30 分钟净买入 1.11 亿美元英伟达股票（约为常态的 40 倍），本周英伟达占全美散户净买入额的 61%。黄仁勋预计将赴国会作证，英伟达已聘请前联邦检察官 Joon Kim 与 Wachtell 律所应对调查；The Information 还原了他「最后的日子」，FT 则称俄罗斯在乌克兰战争中损失近 50 万人。微软大规模宕机波及日本 20 多个政府部门共用的 GSS 政务系统，中芯国际预计 AI 算力紧张将持续到 2028 年。AI 创投方面，Nscale 更新招股书显示三季度营收同比增 1,344% 至 3.075 亿美元、净亏扩大至 16.9 亿美元，并警告 350 亿美元 IPO 前仍需更多现金；前 Anthropic 研究员创立的 Mirendil 完成 10 亿美元 A 轮融资，Meta 则为 Muse 推出面向企业的对外拨号功能。

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23,690.14-3.23%-0.94%
上证指数3,644.46-0.45%-0.46%
日经22561,214.07+4.15%-0.99%
VIX 恐慌指数18.70-27.07%+0.00%
美元指数103.194+1.52%+0.06%
美元/人民币6.670-0.09%+0.05%
美债10年收益率5.103+5.02%+0.00%
COMEX 黄金3,898.90-5.24%-0.35%
WTI 原油88.27+1.64%+0.08%
比特币67,866.96-9.78%-4.21%
以太坊1,902.02-10.77%-5.32%

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 $68,098 · ETH $1,912 · 恐慌贪婪 20（Extreme Fear）

要闻

AI 与科技

  • New AI “copilot” helps engineers design better structures · MIT News AI · 11-13 13:00 · 原文 The system asks humans for feedback to increase trust in machine-generated designs for buildings and bridges.
  • Helping robots fit into the human workplace · MIT News AI · 11-13 13:00 · 原文 Founded by Anthony Jules ’92, SM ’92 and Professor Emeritus Rodney Brooks, Robust AI’s robots are designed to collaborate with humans in factories and warehouses.
  • AI Ambition: ArtCraft Cloned Photoshop and Now Wants to “Rebuild Everything” · Latent Space · 11-13 12:17 · 原文 ArtCraft used AI to rewrite Photoshop as open source software. For CEO Brandon Thomas, the vision is even bigger: to take back the internet!

科技

  • Nscale’s updated IPO prospectus shows Q3 revenue up 1,344% YoY to $307.5M, up from $140.6M in Q2; net loss widened to $1.69B, up from $1.02B in Q2 (Jordan Novet/CNBC) · Techmeme · 11-13 13:50 · 原文 Jordan Novet / CNBC : Nscale’s updated IPO prospectus shows Q3 revenue up 1,344% YoY to $307.5M, up from $140.6M in Q2; net loss widened to $1.69B, up from $1.02B in Q2 — Nvidia-backed neocloud Nscale…
  • Sex, Lies and AI Chips: Jensen Huang’s Last Days as Nvidia CEO · The Information · 11-13 13:24 · 原文 Last weekend, all hell broke loose around Nvidia CEO Jensen Huang. On Friday, his intimate relationship with a suspected Chinese spy was made public. Then Nvidia’s general counsel, Tim Teter, came to …
  • Meta launches an outbound calling feature for Muse, such as to businesses, available for paid US subscribers; Gemini and startup Instinct offer a similar option (Sarah Perez/TechCrunch) · Techmeme · 11-13 13:05 · 原文 Sarah Perez / TechCrunch : Meta launches an outbound calling feature for Muse, such as to businesses, available for paid US subscribers; Gemini and startup Instinct offer a similar option — After init…
  • Mirendil, founded by former Anthropic researchers to build tools for frontier AI R&D, raised a $1B Series A led by Kleiner Perkins and Clearlake Capital (Sarah Klearman/Wall Street Journal) · Techmeme · 11-13 12:45 · 原文 Sarah Klearman / Wall Street Journal : Mirendil, founded by former Anthropic researchers to build tools for frontier AI R&D, raised a $1B Series A led by Kleiner Perkins and Clearlake Capital — The fu…
  • Choosing QuePaxa, an unusual consensus algorithm · Lobsters · 11-13 12:37 · 原文 Comments
  • Sources: social media companies’ payouts in teen addiction suits mostly ranged from $2M-$2.5M; Meta agreed to pay two teens a combined $7M in the past two weeks (Olivia Carville/Bloomberg) · Techmeme · 11-13 12:15 · 原文 Olivia Carville / Bloomberg : Sources: social media companies’ payouts in teen addiction suits mostly ranged from $2M-$2.5M; Meta agreed to pay two teens a combined $7M in the past two weeks — Seven c…

财经与市场

  • Nvidia on track for longest weekly losing streak since 2012 as market value sinks by $1.6 trillion · CNBC · 11-13 13:51 · 原文 Jensen Huang’s resignation added to Nvidia’s market woes, with the stock already in a downward slide since early October.
  • Russia loses almost half a million lives in Ukraine war · Financial Times · 11-13 13:00 · 原文 Data from statistical agency points to vast toll of progress by Moscow’s forces on a few small fronts
  • ‘The thought of living to 100 terrifies me’: Is Social Security a giant Ponzi scheme? · MarketWatch · 11-13 12:46 · 原文 There is already a demographic ‘run’ on Social Security.
  • Chuck Schumer faces challenge for Senate leadership from rival Democrat · Financial Times · 11-13 12:24 · 原文 Chris Van Hollen to run to be majority leader in upper house after sweeping party victory in midterm elections
  • Nscale warns it needs more cash ahead of $35bn IPO · Financial Times · 11-13 12:10 · 原文 Nvidia-backed ‘neocloud’ tells investors it must obtain additional financing to fulfil Anthropic contracts
  • Nvidia: Ex-prosecutor Joon Kim and Wachtell, Lipton bring big track record to investigation · CNBC · 11-13 12:07 · 原文 The retention of Wachtell, Lipton for the Nvidia probe comes on the heels of the law firm’s investigation for the NBA into the Los Angeles Clippers.

国际与地缘

  • China’s SMIC sees AI computing crunch until 2028 as Nvidia heat risks tighter chip curbs · SCMP · 11-13 13:55 · 原文 China’s Semiconductor Manufacturing International Corporation (SMIC) is betting that a relentless data centre buildout will keep artificial intelligence computing power in short supply for the next tw…
  • Harry Kane breaks caps record as England reach Nations League knockouts · Al Jazeera · 11-13 13:38 · 原文 England moved to second spot in Group A3 behind Spain, confirming their place in the Nations League last eight in March.
  • Nvidia’s Jensen Huang expected to testify before Congress amid calls for crackdown on China chip exports – live · The Guardian World · 11-13 13:37 · 原文 Huang’s resignation has sent shockwaves through the AI industry, after revelations of extramarital affairs, including one involving a suspected Chinese spy Full report: Jensen Huang resigns as Nvidia …
  • The End of Russia’s Bravest Newspaper · NYT World · 11-13 13:36 · 原文 For more than 30 years, the paper covered an increasingly repressive state under Vladimir Putin.
  • ‘If I wanted to plan a murder’: Beau Lamarre-Condon tells court what he would have done · The Guardian World · 11-13 13:33 · 原文 Former police officer tells court ‘it was never a plan to murder anybody’ as prosecution repeatedly suggests to him he planned to kill Jesse Baird Get our breaking news email , free app or daily news …
  • In Moscow, Witkoff and Kushner Ask Putin to Include Europe in Peace Talks · NYT World · 11-13 13:28 · 原文 In Dublin, President Volodymyr Zelensky of Ukraine said Europeans would join the next round of talks. Russia has not confirmed that.

安全与隐私

  • Hackers Exploit N-central Flaws to Infect 21 Servers, Including 19 Running Hotfix 2 · The Hacker News · 11-13 13:43 · 原文 N-able on Thursday said it’s taking additional precautions in the wake of public disclosure of a new set of flaws tracked as 4EverAble2Shell and Agent2Shell. “We are restricting certain N-central feat…

财经快讯（中文）

  • [11-13 13:57] 恒生科技指数跌幅扩大至3%。（原文）
  • [11-13 13:50] 日本数字大臣古川俊治今天（11月13日）表示，受美国微软办公软件大规模宕机影响，日本20多个政府部门共用的政务系统“GSS（政府解决方案服务）”受到波及，导致邮件无法正常收发。目前日本政府已通过打电话、发短信、使用聊天工具等其他方式尽量维持工作。(CCTV国际时讯)（原文）
  • [11-13 13:47] 11月13日，武汉出让10宗住宅用地，总土地出让面积563992.22㎡，总规划建筑面积1325140.14㎡，总起始价41.2亿元，最终9宗底价成交、1宗溢价成交，总成交金额46.9亿元。（原文）
  • [11-13 13:43] Vanda Research援引其历史数据指出，在美国股市周四开盘的头30 分钟内，散户净买进1.11亿美元的英伟达股票，创下该只股票开盘半小时的历来最大规模。该机构补充表示，这相当于平常开盘水准的40倍以上。在本周截至周三为止，英伟达更占了全美散户对所有美股及ETF净买进额的61%。（原文）
  • [11-13 13:38] 习近平对国有企业党的建设工作作出重要指示强调，持之以恒推进全面从严治党，为做强做优做大国有企业和国有资本提供坚强保障。（新华社）（原文）
  • [11-13 13:35] 中国台湾证交所加权股价指数收高1.4%报43,675.12点。（原文）
  • [11-13 13:29] 创业板指跌幅扩大至3%，算力硬件、生物科技等方向跌幅居前，沪深京三市下跌个股超4500只。（原文）
  • [11-13 13:19] 韩国首尔综指跌幅扩大至1%，SK海力士跌超3%。（原文）
  • [11-13 13:12] A股银行板块午后持续逆势拉升，青岛银行涨超4%，江苏银行、南京银行、成都银行、杭州银行涨幅约2%，均创历史新高，齐鲁银行、西安银行、北京银行、中国银行等涨幅靠前。（原文）
  • [11-13 13:03] 创业板指跌幅达2%，光芯片、元件板块跌幅居前，沪深京三市下跌个股超4000只。（原文）
  • [11-13 13:02] 恒生指数午后跌1%，恒生科技指数跌幅扩大至2%。（原文）
  • [11-13 12:58] 大疆官网今日发布关于DJI大疆部分产品建议零售价调整的说明，受全球半导体及存储等多项关键零部件成本持续大幅上涨的影响，经审慎评估，大疆将于2026年11月18日00:00起，对部分产品的建议零售价进行调整。（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

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