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36氪获悉，招商策略研报认为，综合来看，未来3—6个月依次把握三类机会：一是10Y美债利率确认转跌后的科技宽度修复，率先受益的是算力芯片、存储、半导体设备与材料、PCB、液冷等配套环节；二是内外共振下的内需与顺周期扩散，关注食品饮料、家电、商贸零售、工程机械、化工；三是若指数先行出现较大幅度回撤，则重点关注低PB、并购重组主线下的券商。
Decart's founders rejected a higher Nvidia bid for Anthropic, which then abandoned its roughly $7 billion deal in September after due diligence, leaving Amazon, SpaceX and Nebius circling the Tel Aviv startup.
截至10月11日，2026年度电影总票房（含预售）突破310亿元。今年以来，电影市场持续火热，从元旦档、春节档，到五一档、暑期档，再到刚刚结束的中秋档、国庆档，400多部影片涵盖喜剧、动作、科幻、悬疑、动画等多种类型。电影市场稳健增长，据测算，今年以来电影全产业链产值已超4800亿元。银幕内热度高涨，银幕外产业链加速奔跑，“电影+”呈现出新的多元形态。（央视新闻）
人民日报钟声文章指出，中欧之间虽有分歧，但只要秉持相互尊重、平等互利的原则，充分照顾彼此合理关切，双方完全有智慧、有能力找到妥善解决问题的路径。对话协商是管控分歧的最优路径，互利合作是共同发展的最大公约数。面向未来，中方愿同欧方一道，在遵守世贸组织规则、照顾彼此核心利益的基础上，持续通过对话磋商化解摩擦分歧，不断挖掘合作新潜力、拓展合作新空间，共同为促进全球经济增长、维护全球产业链供应链安全稳定贡献中欧力量。
近期，低风险、稳收益ETF产品布局持续提速。证监会网站显示，节前，包括沪市8只中证红利增长ETF在内的多只产品集中上报，进一步丰富沪市多元化投资工具体系。据悉，中证红利增长指数定位于A股红利增长策略，重点关注分红质量与长期分红增长，主要反映分红连续增长的上市公司整体表现，有效平衡上市公司分红表现与成长性。该批产品的上报将进一步丰富沪市低风险、稳收益产品供给，为中长期资金入市提供更为多元的配置工具，持续助力投资者分享上市公司分红回报。数据显示，9月28日至10月8日，沪市股票ETF合计净流入369亿元，其中宽基ETF净流入252亿元，科创50ETF资金净流入150亿元，反映各类投资者对权益市场长期配置价值的认可。（上证报）
Nvidia is reportedly weighing a deeper move on Reflection AI Inc., with early-stage talks covering options that go well beyond a simple cash infusion.
36氪获悉，粤芯半导体10月11日公告，公司发行的人民币普通股股票将于2026年10月13日在深圳证券交易所创业板上市。本次发行价格为12.01元/股，发行后总股本为28.78亿股（超额配售选择权行使前），公开发行股票数量为5.13亿股，全部为新股。
中国网球公开赛组委会11日召开新闻发布会，通报今年赛事的各项数据。其中，比赛场次、观众人数、商业运营数据等多项数据再创新高。赛事期间，国家网球中心入园总人数预计超45万人，同比增长25%；其中京外观众占比60%，境外观众近万人。赛事连续6天单日入园人数超过3.5万，10月1日、2日均突破4万人。国庆期间，中网赛事热度也转化为城市消费活力。截至目前，中网整体票房达1.32亿元，同比增长48%，创历史新高；赛期综合消费流水额预计超5500万元，同比增长55%；特许商品销售流水额2800万元，较去年翻番。根据北京市体育局“双奥”100赛事评估数据，本届赛事产生直接经济影响25.90亿元，间接经济影响66.71亿元。（新华社）
北京时间10月11日，2026中网女单决赛，郑钦文2-0战胜安德列娃，夺得冠军。今天击败安德列娃后，郑钦文不仅收获了自己首个中网女单冠军，也是首个1000赛冠军头衔。同时，也创下了中网的历史：首个本土球员夺得女单冠军！（央视新闻）
10月12日6时30分，重建后的皇岗口岸正式开通，实施“一地两检”安排及“合作查验、一次放行”全新通关模式，旅客出入境更加便利。（央视新闻）
Marvell Technology (NASDAQ: MRVL) confirmed on October 8, 2026 that it will showcase its full portfolio of AI data center infrastructure solutions at the OCP Global Summit 2026, running October 12-15 at the San Jose McEnery Convention Center.
OpenAI and Anthropic pushed out competing command-line coding agent updates within 48 hours of each other this week, and the timing was not a coincidence.
Nvidia Corp. is in early talks to acquire open-weight model developer Reflection AI Inc.
VIDEO | Nathan Bines discusses responsible AI adoption in the Queensland government, the future of agentic AI, and the role of QChat in the public service. The post Tech leader Nathan Bines: ‘Is AI the right solution?’ appeared first on The Mandarin.
ASUS has started selling its flagship ROG G1000 gaming desktop in Canada, pairing an AMD Ryzen 9 9950X3D processor with an NVIDIA GeForce RTX 5080 GPU and a holographic side-panel display the company says is the first of its kind in a production PC.
Users on X say Gemini 4 Argon is appearing in A/B tests, with early outputs showing sharper UI design than Gemini 3.8 Flash.
Upon taking the CEO helm last month, John Ternus began tweeting on X . He tweeted “ hello ”, posted an iPhone event eve teaser and then a promo video for the new products, celebrated Apple’s plethora of wins at the Emmys and launch day on Fifth Avenue , and commemorated the anniversary of Steve Jobs’s death . X is the only place these posts go. Same for Greg Joswiak’s account . Lighthearted stuff too, like Cook “introducing” Ternus to Pikachu back in August . You may not like it that X has re-fo
Applied Digital reported fiscal 2027 first-quarter revenue of $341.9 million, up 322% from the prior-year period as the company continued scaling its AI and high-performance computing data center platform. The post Applied Digital: Q1 Revenue Surges 322% To $341.9 Million appeared first on Pulse 2.0.
MSI unveils Prestige N16 Flip AI+, a 16-inch RTX Spark convertible laptop offering up to 128 GB of RAM starting from $3,299.
An Anthropic AI model filed a false murder tip to Philadelphia police, prompting Microsoft CEO Satya Nadella to call for an AI "emergency brake."
Developer Brandon Thomas has released ArtCraft, a free, open-source suite of seven applications designed to mimic Adobe's creative software, built using Claude Opus 5.5. While the tools are functional, testing reveals significant gaps in performance and feature parity compared to Adobe's mature products.
SpaceX is reportedly seeking $40 billion in financing to buy NVIDIA processors, a sum that would turn Elon Musk’s rocket company into one of the chipmaker’s largest customers and push its ambitions well past Starlink and Mars.
Gaming handhelds have outgrown their own silicon. An AMD Ryzen AI Z2 Extreme or a Ryzen Z2 Extreme chip can push 1080p at playable frame rates in most titles, but anyone who has tried to run a demanding 2026 release at 1440p on a handheld’s internal GPU knows the ceiling arrives fast. That is why […]
Joe Rossignol, on Thursday: Starting today, iPhone users still running iOS 26 will see iOS 27.0.1 as the prominent software update in the Settings app under General → Software Update, with iOS 26.7.1 now relegated to a smaller “Also Available” section at the bottom. Just the other day I posted about how most users only get OS updates when Apple pushes them through automatic updates. But even for users who update manually, until Thursday, the default suggested update for users on iOS 26.x was to
James Austin Johnson played Kevin O'Leary on "Saturday Night Live" this week, addressing the dispute around the investor's Utah data center project.
Micron fell roughly 4.3% and SanDisk about 8% last week, even after Samsung posted a bigger quarterly profit than Nvidia's. Korea's Kospi has now tripped circuit breakers nine times in 2026 alone.
Nous Research raised $90 million to expand its development of open AI models and agents, with backing from NVIDIA, Microsoft's M12, Samsung, Robot Ventures, Union Square Ventures, Y Combinator, Menlo Ventures, and other investors.
A Lehigh Valley township is reconsidering how much say a developer should get in writing the very zoning rules meant to regulate it.
Elon Musk proposed shopping through Grok with a credit-card photo. See what xAI’s consumer privacy policy and separate Grok Bot payment controls cover.
Nscale will fund relocation of historic chestnut trees at a closed West Virginia nursery, keeping the site's genetic material available for conservation research.
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