• 路透社：欧洲计算机芯片公司STMicroelectronics周三宣布于华虹半导体公司合作的新计划，称在中国进行本土制造是保持竞争力的关键因素

• The chief executive of European computer chipmaker STMicroelectronics on Wednesday announced new plans to partner with Chinese foundry Hua Hong, arguing that having local manufacturing in China is vital to its competitive position.

   

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• 路透社：中国小马智驾公司寻求以45.5亿美元估值在美国上市

• China's Pony AI seeks up to $4.55 bln valuation in upsized US IPO

   

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• 路透社：中国低轨道卫星通信公司SpaceSail签约进入巴西市场，准备挑战星链

• Chinese rival to Starlink strikes deal to enter Brazil

   

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• 华尔街日报：美国公司正在川普增加中国关税之前大量囤货，商业机构计划进行囤货，涨价，以及把制造转移到其他地方

• American Companies Are Stocking Up to Get Ahead of Trump’s China Tariffs. Businesses plan to stockpile, raise prices and accelerate shift to manufacturing elsewhere

   

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• 彭博社：在川普获胜之前，日本和中国减仓美国国债

• Japan and China Dump US Treasuries Before Trump’s Victory

   

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• 英国10月份通胀上升到2.3%高于2%的目标，限制了12月份降息预期

• UK inflation surges above Bank of England’s 2% target, curbing December rate cut expectations

   

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• 加拿大通胀回升至2%，限制了降息预期

• Canada's inflation rate jumps back to 2%, curbing large rate-cut bets

   

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• 日本出口10月份上升高于预期，从43个月以来的低点反弹

• Japan exports rise more than expected in October, rebounding from 43-month low

   

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• 金融时报：印度亿万富翁Adani在美国被指控涉嫌贿赂

• Gautam Adani indicted in the US for alleged bribery scheme

   

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• 金融时报：美国准备在搜索垄断案件中迫使谷歌放弃垄断，美国司法部还可能要求限制利用其搜索服务结果用于训练人工智能模型

• US set to seek Google divestitures in search monopoly case. Department of Justice also likely to ask for curbs on use of the service’s results in training AI models in broad remedy

   

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• 比特币连续2天创新高，微策公司正在进行买入比特币操作

• Bitcoin Rises to Record With MicroStrategy Stepping Up Purchases

   

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• 路透社：美国最终敲定给予格罗方德公司15美元芯片资助用于扩大在美国的生产

• US finalizes $1.5 billion chips award for GlobalFoundries to expand production

   

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• 路透社：苹果公司提议在印尼投资1亿美元修建新工厂

• Apple makes $100 mln investment proposal for new plant in Indonesia

   

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• 华尔街日报：马斯克的xAI初创公司在新一轮融资中估值达到500亿美元

• Elon Musk’s xAI Startup Is Valued at $50 Billion in New Funding Round

   

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• 英伟达发布3季度盈利报告，3季度年化营收上涨94%达到351亿美元，销售和盈利符合预期，预计本季度业务前景好于预期

• Nvidia reported third-quarter earnings that beat expectations for sales and earnings, while delivering a better-than-expected forecast for the current quarter.

   

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• 路透社：英伟达的人工智能芯片需求还在繁荣，但是销售增长放缓令投资者担忧

• Nvidia's AI chip demand still booming but slowing sales growth worries investors

   

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• 金融时报：人工智能公司Palantir成为川普交易标的，投资者下注美国国防支出将更高

• Palantir becomes a ‘Trump trade’ as investors bet on higher defence spending

   

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• 数据库公司Snowflake提高产品销售预测，股价上涨19%

• Snowflake Raises Product Sales Forecast, Shares Jump 19%

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• 中国人工智能公司DeepSeek发布可以“推理”的人工智能模型与OpenAI的o1匹敌，该公司由量化交易人员创建

• A Chinese lab has released a 'reasoning' AI model to rival OpenAI's o1

   

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• 数据库公司Snowflake与人工智能公司Anthropic谈判人工智能业务合作

• Snowflake Talks With Anthropic About AI Partnership

   

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• 彭博社：Anthropic公司CEO称人工智能模型需要强制性安全测试

• Anthropic CEO Says Mandatory Safety Tests Needed for AI Models

   

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• 金融时报：福特汽车将在欧洲裁员4000人

• Ford to cut 4,000 jobs in Europe

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