中文导读

加密资产在剧烈抛售后小幅反弹（比特币过去 4 小时 +1.79% 至 69,082 美元、以太坊 +2.18%），但日内仍分别跌 8.16% 与 8.82%；英伟达股价在投资者消化黄仁勋离职之际小幅走高，Axios 称 AI 热潮能挺过「没有黄仁勋」，但要填补 5,000 亿美元的融资缺口。The Information 称与 Alice Huang 有关联的公司曾投资 DeepSeek；台积电遭黑客攻击并向 SEC 提交事件说明；AI 服务器厂商超聚变（xFusion）获深交所创业板 IPO 注册，拟发行最多 2.2 亿股、募资约 12 亿美元。微软全球宕机仍在恢复，公司确认 11 月更新导致 Windows 激活失败；加拿大威胁起诉 Stellantis，称特朗普的贸易战打乱了 Jeep 生产计划。安全方面，警方在全球暗网犯罪行动中逮捕 354 名嫌疑人，黑客利用 Check Point 网关的 PHP2Shell 漏洞部署 TSGA 后门并擦除 ESXi 文件。数据方面，欧元区三季度 GDP 同比修正值 +1.3%、9 月季调后贸易逆差扩大至 87 亿欧元。

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23,637.60-3.45%-0.22%
上证指数3,634.35-0.72%-0.28%
日经22561,142.35+4.03%-0.12%
VIX 恐慌指数18.52-7.03%-0.96%
美元指数103.204+1.53%+0.01%
美元/人民币6.660-0.23%-0.15%
美债10年收益率5.103+5.02%+0.00%
COMEX 黄金3,900.90-5.19%+0.05%
WTI 原油88.41+1.80%+0.16%
比特币69,081.91-8.16%+1.79%
以太坊1,943.46-8.82%+2.18%

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 $69,043 · ETH $1,939 · 恐慌贪婪 20（Extreme Fear）

要闻

AI 与科技

  • [AINews] Jensen Huang resigns after 33 years leading NVIDIA · Latent Space · 11-13 17:04 · 原文 November 12, 2026 — Colette Kress takes over as interim CEO. What happens to open source/American AI leadership?

科技

  • Companies Linked to Alice Huang Invested in DeepSeek · The Information · 11-13 17:49 · 原文 A network of companies tied to Alice Huang, the alleged Chinese spy romantically involved with Nvidia’s former CEO Jensen Huang, recently invested in Chinese AI startup DeepSeek, The Information repor…
  • AI server maker xFusion gets approval from the Shenzhen Stock Exchange for a ChiNext IPO; filing: the company aims to raise ~$1.2B by issuing up to 220M shares (Sangmi Cha/Bloomberg) · Techmeme · 11-13 17:35 · 原文 Sangmi Cha / Bloomberg : AI server maker xFusion gets approval from the Shenzhen Stock Exchange for a ChiNext IPO; filing: the company aims to raise ~$1.2B by issuing up to 220M shares — Artificial in…
  • How Not to Build a Music Player · Lobsters · 11-13 17:16 · 原文 Comments
  • The Dawn of the Data Intelligence Engineer · Hacker News · 11-13 17:08 · 原文
  • e-means: 10x faster k-means at equal loss · Lobsters · 11-13 16:37 · 原文 Comments
  • TSMC Hacked · Hacker News · 11-13 15:39 · 原文

财经与市场

  • ‘We will sue them’: Canada threatens Stellantis as Trump trade war reshapes Jeep production plans · CNBC · 11-13 17:45 · 原文 The dispute comes after Stellantis scrapped planned Jeep Compass production in Brampton and shifted future output to Illinois amid U.S. auto tariffs.
  • Microsoft races to restore services after global outage · Financial Times · 11-13 17:42 · 原文 Issue affecting Outlook, Teams and other services not caused by ‘malicious or cyber activity’, company says
  • Stock Futures Lower as Investors Look to U.S. Inflation Data · WSJ Markets · 11-13 17:28 · 原文 Stock futures fell as the fallout from Nvidia’s leadership change continued to hang over markets, while longer-dated Treasurys continued to sell off ahead of key U.S. inflation data.
  • Nvidia stock inches higher as investors continue to weigh Jensen Huang’s departure · CNBC · 11-13 17:19 · 原文 Jensen Huang resigned as CEO of Nvidia on Thursday after coming under scrutiny for two extramarital affairs.
  • My wife has dementia and may outlive me. How do we prepare for long-term memory care? · MarketWatch · 11-13 17:09 · 原文 “She’s 69 and otherwise healthy as a horse.”
  • Dollar Could Take Another Leg Higher After Strong Rally · WSJ Markets · 11-13 17:05 · 原文 The DXY dollar index was flat after reaching a 19-month high Thursday. ING said the index could rise further toward the next resistance level of 104.600 which would be consistent with the euro falling…

国际与地缘

  • What we know about the global Microsoft outage · BBC World · 11-13 17:59 · 原文 Microsoft has said the outage was not caused by a cyber-security incident, but efforts to fix the issues have so far been largely unsuccessful.
  • 2026 Governor Election Results - AP News · AP (Google News) · 11-13 17:56 · 原文 2026 Governor Election Results AP News
  • 2026 Mississippi Midterm Election Results - AP News · AP (Google News) · 11-13 17:50 · 原文 2026 Mississippi Midterm Election Results AP News
  • Teachers working without new certificates face up to 2 years’ jail, HK$50,000 fine · SCMP · 11-13 17:50 · 原文 Schoolteachers found to be working without new practising certificates will face a maximum penalty a fine of up to HK$50,000 and two years’ imprisonment from the 2028-29 academic year, as Hong Kong au…
  • The U.S.-Israel Relationship Is Broken. Here’s How Eisenkot Could Fix It. · NYT World · 11-13 17:45 · 原文 Former Israeli and U.S. ambassadors, lawmakers and analysts largely agree on steps Gadi Eisenkot could take if he becomes prime minister. But they are risky.
  • The AI boom will survive without Jensen Huang, but there’s a $500 billion funding hole to fill · Axios · 11-13 17:45 · 原文 The AI boom without Jensen Huang will test a hard truth: Even if the tech world has grown somewhat less reliant on Nvidia’s chips, it remains highly dependent on its checkbook. Why it matters : With r…

安全与隐私

  • Microsoft confirms Windows activation failures after November updates · BleepingComputer · 11-13 17:36 · 原文 Microsoft has confirmed that this month’s Patch Tuesday security updates are causing Windows activation and licensing failures with 0x80041008 error codes. […]
  • Police arrest 354 suspects in dark web cybercrime crackdown · BleepingComputer · 11-13 16:34 · 原文 Authorities arrested 354 suspects in a joint international operation targeting vendors and buyers on the Archetyp, Nemesis, Tor2Door, Bohemia, and Kingdom dark web marketplaces. […]
  • Hackers Exploit PHP2Shell Flaws in Check Point Gateways to Deploy TSGA Backdoor and Wipe ESXi Files · The Hacker News · 11-13 16:05 · 原文 An unknown threat actor has been observed targeting unpatched Check Point Security Gateways to obtain initial access via the PHP2Shell vulnerabilities and then a previously unreported local privilege …

财经快讯（中文）

  • [11-13 18:00] 欧元区三季度GDP同比修正值 1.3%，预期 1.3%，初值 1.3%。（原文）
  • [11-13 18:00] 欧元区三季度GDP季环比修正值 0.4%，预期 0.4%，初值 0.4%。（原文）
  • [11-13 18:00] 欧元区三季度就业人数季环比初值 0%，前值 0.1%。（原文）
  • [11-13 18:00] 欧元区三季度就业人数同比初值 0.4%，前值 0.5%。（原文）
  • [11-13 18:00] 欧元区9月季调后贸易帐 -87亿欧元，前值 -68亿欧元。（原文）
  • [11-13 18:00] 欧元区9月未季调贸易帐 -103亿欧元，前值 -161亿欧元。（原文）
  • [11-13 17:56] 新宙邦公告，协议有效期自盖章之日起至2030年12月31日止，实际订单数量可在预计需求量基础上上下浮动10%（含10%）。协议生效后30个工作日内亿纬锂能向公司支付一定金额预付款，专项用于公司向上游供应商锁定核心原材料产能。预计将对公司2026年度至2030年度五个年度经营成果产生积极影响。（原文）
  • [11-13 17:51] 我国天问四号任务的主要目标为实现木星环绕、木卫四环绕和着陆探测，深化木星系科学研究。11月13日，探月与航天工程中心发布通知，开展天问四号任务有效载荷研制方案征集工作，将通过竞争择优方式遴选有效载荷设计方案与承担单位。（原文）
  • [11-13 17:48] 证监会同意普冉半导体（上海）股份有限公司发行股份、可转换公司债券购买资产并募集配套资金注册。（原文）
  • [11-13 17:38] 联讯仪器公告称，公司拟以自有资金或自筹资金通过集中竞价交易方式回购股份，回购金额不低于1亿元且不超过1.5亿元，回购价格不超过1538元/股，回购股份将用于员工持股计划或股权激励，回购期限为董事会审议通过之日起12个月内。（原文）
  • [11-13 17:23] IEA月报：OPEC第二大产油国伊拉克将产量提高54万桶/日，至460万桶/日，为2019年9月以来最高水平。（原文）
  • [11-13 17:23] 从中国联通海南省分公司获悉，海南首批海上风机塔顶4G/5G通信基站近期建成投用。这批基站由中国联通联合中国大唐建设，位于儋州西北部海域、距海岸线约36公里的中国大唐CZ3海上风电项目一场址。（新华社）（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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