中文导读

美国 10 月 PPI 环比上涨 0.3%、同比 6.5% 创近四年最高，美联储三号人物称通胀仍过高、需要采取行动，Goolsbee 也称通胀「广泛且朝错误方向发展」；10 年期美债收益率升至 5.131%，比特币跌 7.63% 至 69,484 美元、黄金跌 5.59%，恐慌贪婪指数报 20。微软 Outlook 宕机进入第二天并演变为「全球云危机」，11 月安全更新还导致 Windows 激活与打印故障；FT 称黄仁勋离职暴露了英伟达内部政治（他被指以「封建体系」管理公司、女儿与女婿身居要职），并追问其是否将抛售 1,350 亿美元持股，CoreWeave 则无视英伟达风波、寻求融资 40 亿美元。地缘方面，以色列情报首脑在华盛顿会晤特朗普，内塔尼亚胡正施压美国重启对伊战争；美军称击落伊朗革命卫队射向巴林的两架攻击无人机。安全领域，Operation Endgame 捣毁 Gootloader、CastleRAT 与 StealC 服务器并查获 640 万条被盗登录凭证，SilentAir 劫持亚洲电信网络以拦截短信 2FA 并监视台湾用户，英国隐私监管机构接到的网络事件报告数量创下纪录。

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%+0.00%
上证指数3,634.35-0.72%+0.00%
日经22561,142.35+4.03%+0.00%
VIX 恐慌指数17.78-10.74%-4.00%
美元指数103.200+1.52%-0.00%
美元/人民币6.661-0.22%+0.01%
美债10年收益率5.131+5.49%+0.55%
COMEX 黄金3,884.40-5.59%-0.42%
WTI 原油89.19+2.69%+0.88%
比特币69,483.87-7.63%+0.58%
以太坊1,965.95-7.77%+1.16%

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 $69,497 · ETH $1,967 · 恐慌贪婪 20（Extreme Fear）

要闻

AI 与科技

  • How AI Is Helping Care Teams Get Patients the Right Care, Sooner · NVIDIA Blog · 11-13 21:00 · 原文 From pediatric research to smart hospitals, AI is helping care teams spend less time on routine tasks and more time with patients. Health systems and startups are putting it to work across healthcare,…

科技

  • Eli Lilly CEO pushes back on Dario Amodei’s ludicrous medical claims · Hacker News · 11-13 21:51 · 原文
  • Microsoft’s latest email outage turned into a full blown global cloud crisis · TechCrunch · 11-13 21:15 · 原文 Microsoft’s day-long outage began with Outlook and Teams, and ended up taking much of the company’s cloud services offline. Microsoft says it’s gradually restoring service.
  • Jensen Huang’s departure exposes internal politics at Nvidia; source: Huang ran it as a “feudal system” with his daughter and son-in-law in powerful positions (Financial Times) · Techmeme · 11-13 21:10 · 原文 Financial Times : Jensen Huang’s departure exposes internal politics at Nvidia; source: Huang ran it as a “feudal system” with his daughter and son-in-law in powerful positions — After 33 years buildi…
  • The Download: Silicon Valley’s blind spot and Nvidia’s chip-tracking plan · MIT Technology Review · 11-13 21:10 · 原文 This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. Silicon Valley claims to know the future. So why did it get th…
  • Apple should have made the MacBook logo RGB · The Verge · 11-13 21:00 · 原文 When Apple CEO John Ternus announced the first touchscreen Mac last month, the biggest reaction in the room wasn’t for the PROLED MacBook Pro’s OLED touchscreen or the thinner and lighter chassis; it …
  • Israel’s VCs see opportunity for challengers in Nvidia’s turmoil · TechCrunch · 11-13 20:52 · 原文 Given Nvidia’s stronghold on AI and its importance in Israel, many in the country’s startup ecosystem are worried about the impact of his departure.

财经与市场

  • Wholesale prices rose 0.3% in October, putting annual rate at 6.5%, the highest in nearly four years · CNBC · 11-13 21:59 · 原文 The producer price index was expected to increase 0.4% in October, according to the Dow Jones consensus.
  • Bessent: Treasury has wanted Megaspeed restrictions for months, but Commerce is in charge · CNBC · 11-13 21:58 · 原文
  • Midterm elections provided the hyperscalers with the excuse they needed to cut back on spending, says Jefferies strategist · MarketWatch · 11-13 21:43 · 原文 If the AI capex narrative is losing momentum then Jefferies strategist Chris Wood can recommen some sectors , like pharma, and some markets like India, Brazil and China, as ways to play that slowdown.
  • Microsoft Outlook outage stretches into a second day. What to know. · MarketWatch · 11-13 21:36 · 原文 Microsoft notes ‘no evidence of malicious activity’ as it works to restore access to email and other services.
  • Will Jensen Huang sell his $135bn of stock? · Financial Times · 11-13 21:22 · 原文 Any attempt by Nvidia co-founder to offload his shares would unnerve investors but is fraught with legal and price risks
  • CFTC Chair Selig tells CNBC crypto industry is embracing agency rules as legislation hopes fade · CNBC · 11-13 21:15 · 原文 The top U.S. commodities regulator in October announced proposed crypto rules to assert its jurisdiction over the asset class.

国际与地缘

  • CoreWeave tunes out Nvidia noise, looks to raise $4B · Semafor · 11-13 21:54 · 原文 CoreWeave, whose stock has been going up and down all week on the Nvidia saga, is back at the borrowing table with a $4 billion loan ask.
  • Scoop: Israeli spy chief in D.C. as Netanyahu presses Trump to resume war · Axios · 11-13 21:46 · 原文 The director of the Israeli spy agency Mossad is in Washington Friday for talks with senior Trump administration officials about the war in Iran , according to three sources with knowledge of the matt…
  • UK’s biggest insurer hit by rise in subsidence claims after record hot summer · The Guardian World · 11-13 21:37 · 原文 Increase reported by Aviva after Hastings Direct said claims were up 140% in August and Axa said it had been a ‘surge year’ The UK’s largest insurer has been hit by a rise in subsidence claims after a…
  • Van Hollen takes aim at Schumer as Democrats face first big test after midterms – US politics live · The Guardian World · 11-13 21:36 · 原文 Senator Van Hollen says midterm results show Americans want change in Washington, and Democrats need new leadership to deliver that Sign up for the Breaking News US email There has been a wave of call…
  • Microsoft reports progress as it works to recover email and other services in a global outage - AP News · AP (Google News) · 11-13 21:32 · 原文 Microsoft reports progress as it works to recover email and other services in a global outage AP News
  • Oil supplies bounce back, but prices are still high · Axios · 11-13 21:30 · 原文 Oil markets are heading into an unusual period as the Iran conflict remains in dangerous limbo: The supply crunch is easing, but prices could stay stubbornly high. Why it matters: While gasoline price…

安全与隐私

  • Record number of cyber incidents reported to UK privacy regulator · The Record · 11-13 20:47 · 原文 British organizations have reported a record number of cyber incidents to the country’s data protection regulator this year, as cybersecurity firms blame data extortion and artificial intelligence for…
  • Microsoft says November security updates cause printing issues · BleepingComputer · 11-13 20:27 · 原文 Microsoft warned customers earlier this week that the November 2026 security updates may break printing for documents with complex formatting. […]
  • When an AI Agent Goes Wrong, Can You Stop It? · The Hacker News · 11-13 19:52 · 原文 Suppose an AI agent is asked to sort support tickets and look up account details. A ticket contains instructions that lead the agent to export records to an unfamiliar destination. The agent can make …
  • SilentAir Hijacks Asian Telecom Networks to Intercept SMS 2FA Codes and Spy on Taiwanese Users · The Hacker News · 11-13 19:10 · 原文 A newly identified spying group used hacked equipment inside Asian mobile operators to intercept the calls and texts of selected people, mostly in Taiwan. Enea, a telecom and cybersecurity software co…
  • Defense Business Brief: This Ukraine-founded drone maker is now worth $6 billion. What now? · Defense One · 11-13 19:00 · 原文
  • Operation Endgame Takes Down Gootloader, CastleRAT and StealC Servers, Seizes 6.4M Stolen Logins · The Hacker News · 11-13 18:55 · 原文 An international police operation took down servers behind Gootloader, CastleRAT and StealC this week. Criminals used the three malware tools to gain access to computers, steal passwords, and launch r…

财经快讯（中文）

  • [11-13 21:58] 美国海军：“迈克尔·墨菲”号驱逐舰从中东返回。（原文）
  • [11-13 21:56] 美国中央司令部在X平台发文称，美军击落了伊朗伊斯兰革命卫队向巴林发射的两架攻击无人机。（原文）
  • [11-13 21:52] 中国10月新增社融1.15万亿元，人民币贷款减少1000亿元，M2同比增长7.1%。 美国10月PPI同比升6.5%，创近四年最大升幅。 美国财长贝森特：债券拍卖强劲，美元买盘旺盛。 美联储三把手“放鹰”：通胀仍过高，需采取行动使通胀及时回到2%。 美国芝加哥联储主席Goolsbee：通胀是广泛的，且朝着错误的方向发展…（原文）
  • [11-13 21:45] 小鹏汽车表示，2027年计划面向英国导入5款全新右舵车型，并将搭载VLA 2.0的下一代NGP驾驶辅助系统引入英国。未来一年，小鹏计划在全英国建立约100个零售及服务网点。（界面）（原文）
  • [11-13 21:42] Anthropic：正在调查性能下降的问题。（原文）
  • [11-13 21:42] 美国10月PPI同比增长6.5%，增速创近4年来最快，但低于预期值6.6%，前值为6.3%。美国10月核心PPI同比增长5.0%，与预期值和前值一致。数据显示，今年与供应相关的能源价格飙升以及强劲需求正在加剧通胀压力。报告还显示，运输和仓储成本再次跃升，食品价格也有所上涨。本周早些时候公布的数据显示，一项衡量潜在消费者…（原文）
  • [11-13 21:40] 美国芝加哥联储主席Goolsbee：通胀是广泛的，且朝着错误的方向发展。 通胀将决定利率的轨迹。 不要因工资通胀缺失而感到宽慰。 当前的价格冲击日后可能体现在劳动力方面。 劳动力市场稳定，可能略有收紧。 人工智能建设叠加能源成本，正在给经济升温。 同意美联储在通胀方面“还有工作要做”。 美联储必须继续重建其信誉。（原文）
  • [11-13 21:40] 由于担心考生利用人工智能（AI）眼镜等高科技设备在国家资格考试中作弊，韩国正考虑采取应对措施。韩国最大在野党国民力量党议员金渭相近日提议，在2027年度预算中增加约65.7亿韩元（1美元约合1336韩元）经费，用于采购无线电信号探测设备并安排专职人员，防范国家资格考试中的AI作弊行为。（新华社）（原文）
  • [11-13 21:35] PPI报告公布后，交易员降低对美联储紧缩力度的押注。（原文）
  • [11-13 21:32] 美元指数短线走低约10点，现报103.13。美股期货短线小幅拉升，纳斯达克100指数期货涨0.5%。美国10年期国债收益率短线走低，现报5.144%。现货黄金短线拉升逾10美元，现报3894.95美元/盎司。（原文）
  • [11-13 21:30] 美国10月核心PPI环比 0.3%，预期 0.3%，前值 0.7%。（原文）
  • [11-13 21:30] 美国10月PPI环比 0.3%，预期 0.4%，前值 1.3%。（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。