中文导读

美债可能创下特朗普「解放日」以来最差一周：10 年期收益率盘中升至 5.17%、美元指数报 103.39，VIX 四小时内涨 10.74% 至 19.69；美股过去 4 小时转跌（标普 -0.74%、纳指 -1.24%），比特币跌 8.52% 至 68,816 美元、以太坊跌 9.23%，恐慌贪婪指数 20。微软全球宕机进入第二天，英国医院、全科诊所、学校与警局均受影响，公司称可用性与邮件积压正恢复至正常水平、故障与网络攻击和 AI 智能体无关；德国军方则称其无人机行动因网络攻击而中断。华尔街担心黄仁勋离职拖慢英伟达的 AI 交易：纽约时报称其 5,000 亿美元贷款银团正处于变动之中、至少一家贷方可能退出；OpenAI 推出 ChatGPT Wallet，llama.cpp 发布 v1.0.0，另有研究用 AI 解锁哥德尔笔记本中据称数百条已证定理。政策与安全方面，德国议会通过法律赋予情报机构黑客与破坏权力，PostgreSQL 修复 52 个漏洞（含一个存在 22 年、可致认证后 RCE 的缺陷），Check Point 网关经 PHP2Shell 漏洞被入侵并部署擦除 ESXi 的 wiper，美国司法部称 Gootloader 至少涉及 44 起勒索攻击、造成 2,900 万美元损失；欧盟委员会主席冯德莱恩称算力领域至少需要 5,000 亿欧元投资，德国央行行长 Nagel 则表示欧洲央行很可能需要再次加息。

行情

资产最新日涨跌4h 变化
标普5007,535.95+2.16%-0.74%
纳斯达克综合25,050.62+1.92%-1.24%
道琼斯52,220.47+1.82%-0.15%
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19.69-1.15%+10.74%
美元指数103.394+1.72%+0.19%
美元/人民币6.661-0.22%+0.00%
美债10年收益率5.131+5.49%+0.00%
COMEX 黄金3,892.70-5.39%+0.21%
WTI 原油88.55+1.96%-0.72%
比特币68,815.54-8.52%-0.96%
以太坊1,934.83-9.23%-1.58%

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 $68,880 · ETH $1,937 · 恐慌贪婪 20（Extreme Fear）

要闻

AI 与科技

  • XYBench: Helping with the problem behind the question · Hugging Face Blog · 11-14 01:02 · 原文
  • Cuttlefish on Mac: Running Android’s Virtual Device Framework Natively on Apple Silicon · Meta Engineering · 11-14 01:00 · 原文 How Meta’s Reality Labs brought Cuttlefish and its QEMU backend to macOS and Apple silicon. […] Read More… The post Cuttlefish on Mac: Running Android’s Virtual Device Framework Natively on Apple …
  • Introducing ChatGPT Wallet · OpenAI News · 11-13 23:00 · 原文 Introducing ChatGPT Wallet, a secure way for agents in ChatGPT Work, Codex, and dots to complete purchases with user approval and existing card protections.
  • llama.cpp v1.0.0 : A stronger foundation for the local AI ecosystem · Hugging Face Blog · 11-13 22:05 · 原文

科技

  • Microsoft says Microsoft 365 availability is improving as the outage stretches into a second day, disrupting governments, hospitals, and businesses globally (Bruce Gil/Gizmodo) · Techmeme · 11-14 01:50 · 原文 Bruce Gil / Gizmodo : Microsoft says Microsoft 365 availability is improving as the outage stretches into a second day, disrupting governments, hospitals, and businesses globally — The tech giant is r…
  • Jensen Huang was reckless with the environment, too · The Verge · 11-14 01:44 · 原文 Under cofounder Jensen Huang, Nvidia has become the engine for the AI boom - and one of the tech industry’s biggest environmental liabilities. Its sought-after chips have triggered a new wave of water…
  • AI unlocks Gödel’s notebooks, said to contain hundreds of proved theorems · Hacker News · 11-14 01:30 · 原文
  • Wall Street fears Jensen Huang’s ouster will slow Nvidia’s AI dealmaking; sources: its $500B lending consortium is in flux and at least one lender may exit (New York Times) · Techmeme · 11-14 01:30 · 原文 New York Times : Wall Street fears Jensen Huang’s ouster will slow Nvidia’s AI dealmaking; sources: its $500B lending consortium is in flux and at least one lender may exit — The ousted Nvidia chief e…
  • Behind the Blog: Priorities, Priorities · 404 Media · 11-14 01:28 · 原文 This week, we discuss getting inspired and how things get prioritized.
  • OpenAI board member worries an AI “takeover” of society could be months away · Ars Technica · 11-14 01:25 · 原文 Researcher traces a path from AI reward hacking to potential human extinction.

财经与市场

  • The common theme driving stocks lower — plus, 3 trades and another we want to make · CNBC · 11-14 01:57 · 原文 The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
  • I am turning 18 next month and want to start investing. What do I do first? · MarketWatch · 11-14 01:56 · 原文 “I have not tried investing before.”
  • 10-year Treasury yield moves to 5.17% as traders weigh producer price report · CNBC · 11-14 01:39 · 原文 Treasury yields moved higher as investor expectations for a December rate hike by the Federal Reserve gain strength.
  • Auto & Transport Roundup: Market Talk · WSJ Markets · 11-14 01:27 · 原文 Find insight on Air France-KLM, HMM and more in the latest Market Talks covering the Auto and Transport sector.
  • Basic Materials Roundup: Market Talk · WSJ Markets · 11-14 01:26 · 原文 Find insight on gold futures, Press Metal Aluminium, Evolution Mining and more in the latest Market Talks covering basic materials.
  • US Treasuries set for worst week since Trump’s ‘liberation day’ · Financial Times · 11-14 01:13 · 原文 Higher than expected inflation and hawkish remarks by Fed officials have stung investors who bet a global bond rout was over

国际与地缘

  • Microsoft’s Global Outage and Fixes: What We Know · NYT World · 11-14 01:52 · 原文 The company described “encouraging” progress on efforts to overcome a second day of disruptions to its email, messaging and other services.
  • Man United hires Mauricio Pochettino, who tearfully leaves US job to revive former power - AP News · AP (Google News) · 11-14 01:45 · 原文 Man United hires Mauricio Pochettino, who tearfully leaves US job to revive former power AP News
  • No 10 considering expanding under-25s benefits overhaul to older age groups · The Guardian World · 11-14 01:43 · 原文 Exclusive: Plans to replace key disability benefits for young people with work and training could affect adults Downing Street is considering whether plans to replace key disability benefits for the u…
  • Microsoft scrambles to fix global outage affecting Teams and Outlook · The Guardian World · 11-14 01:41 · 原文 Tech firm says it is ‘deeply sorry’ for disruption and has now addressed the underlying issue Microsoft outage hits UK hospitals, GPs, schools and police Microsoft outage – live updates Tell us: have …
  • Gen Z hasn’t made up its mind on AI, survey finds · Semafor · 11-14 01:40 · 原文 A new survey from Milltown Partners, shared first with Semafor, found that 73% of Gen Z adults haven’t made up their minds on AI, while half said they expect AI to harm society.
  • Microsoft outage hits hospitals, GPs, schools and police across UK · The Guardian World · 11-14 01:37 · 原文 NHS suffering ‘serious’ and widespread disruption, while people are told of possible delays in receiving prescriptions Microsoft outage – live updates Vital UK services including hospitals and police …

安全与隐私

  • German military drone operations disrupted by cyberattack · BleepingComputer · 11-14 01:31 · 原文 German defense technology company Quantum Systems confirmed that it detected an incident in late October that was part of an active cyberattack by “hostile actors.” […]
  • University of Texas at Arlington warns personal information stolen during cyberattack · The Record · 11-14 01:26 · 原文 In a statement to Recorded Future News, a spokesperson said an investigation into the attack confirmed the stolen data but declined to say what information was obtained by the threat actors.
  • PostgreSQL Patches 52 Flaws, Including 22-Year-Old Bug Enabling Authenticated RCE · The Hacker News · 11-14 00:53 · 原文 A type confusion flaw in PostgreSQL lets a database user who can create objects run code on the server. Updates released yesterday fix it, along with 51 other security flaws. Full protection from this…
  • German parliament passes law giving spy agencies hacking, sabotage powers · The Record · 11-14 00:32 · 原文 In the biggest overhaul of the country’s spy laws of the postwar era, the Bundestag approved the bill by 308 votes to 190 — with 71 abstentions — months after Chancellor Friedrich Merz’s cabinet signe…
  • Check Point gateways hacked via PHP2Shell to deploy VMware ESXi wiper · BleepingComputer · 11-14 00:21 · 原文 Vulnerable Check Point Security Gateway instances have been targeted in PHP2Shell attacks that deployed data-wiping malware on VMware ESXi hosts. […]
  • DOJ: Gootloader used in at least 44 ransomware attacks costing $29 million since 2018 · The Record · 11-13 23:59 · 原文 In a briefing adjacent to European announcements about an international anti-malware operation, U.S. officials detailed the history and impact of the Gootloader ransomware.

财经快讯（中文）

  • [11-14 01:59] 微软全球服务故障修复取得进展，邮件积压量已接近正常水平。 该技术问题与网络攻击、AI智能体无关。（原文）
  • [11-14 01:56] 根据环保组织提起的一项诉讼，美国总统特朗普的政府非法恢复了Hilcorp Alaska LLC在北极洋的海上钻井租约。 生物多样性中心和“为生存北极而战的主权伊努皮亚特人”于周四在哥伦比亚特区联邦地区法院起诉了内政部和安全与环境执法局，指控这两个机构武断地认定给予该公司更多时间开发其“自由单元”（Liberty Uni…（原文）
  • [11-14 01:51] LME期铜收跌189美元，报13399美元/吨。 LME期铝收跌20美元，报3010美元/吨。 LME期锌收跌6美元，报3710美元/吨。 LME期铅收涨8美元，报1894美元/吨。 LME期镍收跌241美元，报15985美元/吨。 LME期锡收涨48美元，报46700美元/吨。 LME期钴收平，报33525美元/吨。（原文）
  • [11-14 01:45] 欧盟委员会主席冯德莱恩：计算领域至少需要5000亿欧元投资。 下一份欧洲预算将体现信息技术和人工智能（AI）雄心。（原文）
  • [11-14 01:42] 欧洲央行管委兼德国央行行长Nagel：欧洲央行很可能需要再次加息，通胀前景已明显恶化。（原文）
  • [11-14 01:35] 欧洲理事会主席Costa：在下次欧盟理事会上，我们将讨论乌克兰明年及以后的融资需求。（原文）
  • [11-14 01:35] 周五（11月13日）欧市尾盘，德国10年期国债收益率涨3.0个基点，报3.377%，本周累计上涨12.2个基点，11月9-10日大部分时间持稳——10日北京时间22:00微跌至3.20%，随后持续上扬，13日发布美国PPI通胀数据时达到3.390%，本周累计上涨12.2个基点。 两年期德债收益率跌1.7个基点，报3.1…（原文）
  • [11-14 01:28] 据央视报道，11月13日，中共中央政治局委员、外交部长王毅在北京同韩国外长赵显举行会谈。 王毅表示，去年底以来，习近平主席同李在明总统成功互访，推动中韩关系重回改善发展的正确轨道，今年两国贸易额再创新高，人员往来将达到千万人次。中方愿同韩方在传统合作基础上拓展新兴领域合作，培育经济增长新引擎，不断做大共同利益。（原文）
  • [11-14 01:27] 欧盟27国领导人已同意，由德国、法国、意大利、波兰、英国及欧盟机构在与美国、俄罗斯和乌克兰的谈判中代表欧盟。（原文）
  • [11-14 01:27] 亚马逊在加拿大的首个北美工会合同被强制实施。（原文）
  • [11-14 01:23] 美国旧金山联储主席戴利：（重申）我们很可能不得不加息。 现在很难说利率是否具有足够的限制性。（原文）
  • [11-14 01:18] Anthropic首席执行官阿莫代伊：我们对人工智能风险“非常偏执”。（原文）

央行公告

数据源状态

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