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2026-10-28周三Wed最新LATEST
AI 08科技TECH 10金融FINANCE 22生物医学BIO·MED 08汽车制造AUTO 10浏览PV 44
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03 // 金融Finance

  1. 美股收涨:标普 500 涨 0.60%、纳指涨 1.18%,美联储两天议息会议开始US stocks rise: S&P 500 +0.60%, Nasdaq +1.18% as the Fed's two-day meeting begins
  2. A 股四大指数集体下跌,创业板指跌 3.41%;恒指跌 0.73%All four major A-share indexes fall, ChiNext down 3.41%; Hang Seng down 0.73%
  3. 汇丰第三季度税前利润增 32% 至 96 亿美元,宣布最多 10 亿美元回购;港股收跌 5.56%HSBC Q3 pre-tax profit up 32% to $9.6B, buyback of up to $1B; HK shares close down 5.56%
  4. Visa 财四季度营收 121 亿美元、增 13%,调整后每股收益 3.48 美元超预期;盘后跌约 1.4%Visa fiscal Q4 revenue $12.1B, up 13%; adjusted EPS $3.48 beats; shares down about 1.4% after hours
  5. PayPal 第三季度营收 86 亿美元、增 2%,上调全年非 GAAP 每股收益指引至约 5.60 美元PayPal Q3 revenue $8.6B, up 2%; full-year non-GAAP EPS guidance raised to about $5.60
  6. 央行公开市场净投放 1.014 万亿元,含 1 万亿元隔夜逆回购PBOC injects a net ¥1.014 trillion via open market, including ¥1 trillion of overnight reverse repos
  7. 国家统计局:1–9 月规模以上工业企业利润增 15.5%,9 月增 14.4%NBS: China's industrial profits up 15.5% in Jan–Sep, up 14.4% in September
  8. 美国 10 月消费者信心指数升至 91.7,远超预期;10 年期美债收益率约 4.995%US October consumer confidence jumps to 91.7, far above forecasts; 10-year Treasury yield about 4.995%
  9. Guidewire 拟以 17 亿美元现金收购保险 AI 定价公司 hyperexponentialGuidewire to buy insurance AI pricing firm hyperexponential for $1.7B in cash
  10. 国际油价回落:布伦特跌 1.67% 至 113.88 美元,WTI 跌 1.83% 至 99.90 美元Oil retreats: Brent down 1.67% to $113.88, WTI down 1.83% to $99.90
  11. 辉凌拟收购生殖科技公司 Gameto,总额最高约 13.8 亿美元(含里程碑)Ferring to acquire fertility-tech firm Gameto for up to about $1.38B including milestones
  12. Teva 收购破产 BioXcel 的 BXCL501 和 IGALMI 资产Teva acquires bankrupt BioXcel's BXCL501 and IGALMI assets
  13. 英伟达、AMD 共 40 亿美元入股 Meta;Meta 增发定价,普通股扩到 250 亿美元Nvidia and AMD invest a combined $4B in Meta; Meta prices offering, common stock upsized to $25B
  14. 甲骨文扩大与英伟达的芯片协议,并首次引入谷歌 TPU 和 CerebrasOracle expands Nvidia chip deal and adds Google TPUs and Cerebras for the first time
  15. Naver 与 Brookfield 签 90 亿美元算力基础设施协议,为英伟达入股扫清条件Naver and Brookfield sign $9B compute infrastructure deal, clearing a condition for Nvidia's investment
  16. Anthropic 与美国联邦总务署(GSA)扩大协议,政府采购 Claude 打六折Anthropic expands GSA agreement: Claude 40% off for government purchases
  17. Tenstorrent 完成 15 亿美元 E 轮融资,投后估值 62 亿美元Tenstorrent closes $1.5B Series E at $6.2B post-money valuation
  18. SK 海力士旗下 Solidigm 与美国商务部洽谈 450 亿美元美国新厂SK Hynix's Solidigm discusses a $45B US plant with the Commerce Department
  19. Physical Intelligence 洽谈融资至少 10 亿美元,估值约 200 亿美元Physical Intelligence in talks to raise at least $1B at about $20B valuation
  20. 港股大模型股异动:智谱盘中涨超 12%,MiniMax 跟涨超 5%HK-listed model makers jump: Zhipu up over 12% intraday, MiniMax up over 5%
  21. 推理算力云 General Compute 完成 1 亿美元 A 轮Inference cloud General Compute raises $100M Series A
  22. NXP 第三季度营收 37.9 亿美元,同比增长 19%,新增 50 亿美元回购授权NXP Q3 revenue $3.79B, up 19% YoY; new $5B buyback authorization

05 // 汽车制造Auto Manufacturing

  1. 奔驰下调 2026 年全年指引:乘用车调整后销售回报率降至 2%–3%Mercedes-Benz cuts 2026 outlook: Cars adjusted return on sales lowered to 2%–3%
  2. 保时捷前三季度营业利润 17.4 亿欧元,交付量下降 16%Porsche nine-month operating profit €1.74B as deliveries fall 16%
  3. 通用汽车将从纽交所转至纳斯达克上市,11 月 17 日起交易GM to move its listing from NYSE to Nasdaq, trading from Nov 17
  4. 乘联分会:10 月乘用车零售预计约 160 万辆,同比下降 28.9%CPCA: China's October passenger-car retail expected around 1.6 million, down 28.9% YoY
  5. 崔东树:1–9 月汽车行业利润 2,675 亿元,下降 23%;9 月利润率 1.4%Cui Dongshu: auto industry profit ¥267.5 billion in Jan–Sep, down 23%; September margin 1.4%
  6. 上汽集团前三季度销售 314.7 万辆,海外 116.6 万辆、增 52.4%SAIC sells 3.147 million vehicles in the first three quarters; overseas 1.166 million, up 52.4%
  7. 本田高管:美国若把加拿大汽车关税从 25% 提到 50%,将是“灾难性的”Honda executive: raising US tariffs on Canadian autos from 25% to 50% would be "catastrophic"
  8. Waymo 在 5 个城市新增近 250 平方英里无人驾驶服务区Waymo adds nearly 250 square miles of driverless service in 5 cities
  9. 比亚迪第三代秦 PLUS DM-i 上市,限时起售价 7.69 万元BYD launches third-generation Qin PLUS DM-i from ¥76,900 (limited-time price)
  10. 宁德时代:全固态电池 2027 年有望小批量生产CATL: all-solid-state batteries could reach small-batch production in 2027