2026-11-09

伊朗国家电视台援引伊朗伊斯兰革命卫队海军官员称，霍尔木兹海峡南部的导航辅助系统已被摧毁，导致夜间没有船只经由未经授权的航线通行。

伊朗国家电视台援引伊朗伊斯兰革命卫队海军官员称，霍尔木兹海峡南部的导航辅助系统已被摧毁，导致夜间没有船只经由未经授权的航线通行。

2026-11-09

Hong Kong equities opened firmer but weakened into the session. The Hang Seng Index opened up 0.59% while the Hang Seng Tech Index opened >1% then trended lower and briefly turned negative intraday. At midday the Hang Seng was up 0.2% at 24,531.15 and the Hang Seng Tech was up 0.07% at 4,081.03; market turnover was HK$97.41 billion. Coal, biopharma and commercial aerospace led sector gains; lithium battery and building materials lagged. Auto names rallied early then faded: Leapmotor (09863.HK) -

Hong Kong equities opened firmer but weakened into the session. The Hang Seng Index opened up 0.59% while the Hang Seng Tech Index opened >1% then trended lower and briefly turned negative intraday. At midday the Hang Seng was up 0.2% at 24,531.15 and the Hang Seng Tech was up 0.07% at 4,081.03; market turnover was HK$97.41 billion. Coal, biopharma and commercial aerospace led sector gains; lithium battery and building materials lagged. Auto names rallied early then faded: Leapmotor (09863.HK) -5.38%, Lantu (07489.HK) -2.67%, SERES (09927.HK) -2.65%. Major techs: NetEase-S (09999.HK) +2.2%, Baidu (09888.HK) +1.34%, Meituan (03690.HK) -5.47%, KE Holdings (02423.HK) -1.17%.

2026-11-09

据伊朗劳工新闻通讯社（ILNA）：在美国国务卿承认，为结束对伊朗战争所作的外交努力尚未取得进展之际，以色列媒体报道称，特拉维夫和华盛顿的高级官员正向美国总统特朗普施压，要求其对伊朗发动新一轮袭击。相关决定可能在未来两个月内作出。

据伊朗劳工新闻通讯社（ILNA）：在美国国务卿承认，为结束对伊朗战争所作的外交努力尚未取得进展之际，以色列媒体报道称，特拉维夫和华盛顿的高级官员正向美国总统特朗普施压，要求其对伊朗发动新一轮袭击。相关决定可能在未来两个月内作出。

2026-11-09

As of Nov 9, Shanghai registered five additional generative AI services, bringing the cumulative total to 264. Live generative AI applications or features must display their registration number prominently on product pages and add synthetic-content labels in accordance with the Measures on Identification of AI‑Generated Synthetic Content.

As of Nov 9, Shanghai registered five additional generative AI services, bringing the cumulative total to 264. Live generative AI applications or features must display their registration number prominently on product pages and add synthetic-content labels in accordance with the Measures on Identification of AI‑Generated Synthetic Content.

2026-11-09

CITIGROUP analyst Surendra Goyal says US midterm outcomes could slow AI-related spending and prompt capital rotation into non-AI assets, supporting Indian equities. The Nifty 50's weight in emerging-market portfolios is near a multi-year low; CITIGROUP estimates each 1 ppt rise in weight could attract ~ $12 bln. Stronger earnings growth and lower oil prices are additional supports: a $10 decline in oil would raise Nifty 50 earnings by roughly 2%. CITIGROUP raised its Nifty 50 Dec 2027 target to

CITIGROUP analyst Surendra Goyal says US midterm outcomes could slow AI-related spending and prompt capital rotation into non-AI assets, supporting Indian equities. The Nifty 50's weight in emerging-market portfolios is near a multi-year low; CITIGROUP estimates each 1 ppt rise in weight could attract ~ $12 bln. Stronger earnings growth and lower oil prices are additional supports: a $10 decline in oil would raise Nifty 50 earnings by roughly 2%. CITIGROUP raised its Nifty 50 Dec 2027 target to 28,000 from 26,000.

2026-11-09

1. 苹果披露人形机器人“大脑”新进展：宇树G1将在仿真中学到的动作带入陌生现实环境。 2. 报道：微软逐步终止与甲骨文AI算力租赁协议。 3. Anthropic斥资34亿美元采购燃气发电设备，为数据中心供电。 4. 台积电拟进军先进内存芯片制造，应英伟达要求布局3D DRAM。 5. 特朗普：我百分之百支持“超级智能”（SI）。 6. OpenAI新一轮融资首批110亿美元到账。 7. CoreWeave致信得州候任州长，寻求数据中心项目合作。 8. 安永：财务AI已进入“能否产生实质影响”的关键阶段。 9. 马斯克：SpaceX年底年化营收有望突破1000亿美元。 10. 亚马逊加码AI购物布局 通过Alexa推出基于文本的购物功能。 11. 上纬新材：消费级具身智能机器人产品“启元Q1”和“启元T1”下线1万台。 12. 北京：支持超节点服务器、AI终端、超级智能体、量子计算云平台、下一代移动通信等新技术新产品。

1. 苹果披露人形机器人“大脑”新进展：宇树G1将在仿真中学到的动作带入陌生现实环境。 2. 报道：微软逐步终止与甲骨文AI算力租赁协议。 3. Anthropic斥资34亿美元采购燃气发电设备，为数据中心供电。 4. 台积电拟进军先进内存芯片制造，应英伟达要求布局3D DRAM。 5. 特朗普：我百分之百支持“超级智能”（SI）。 6. OpenAI新一轮融资首批110亿美元到账。 7. CoreWeave致信得州候任州长，寻求数据中心项目合作。 8. 安永：财务AI已进入“能否产生实质影响”的关键阶段。 9. 马斯克：SpaceX年底年化营收有望突破1000亿美元。 10. 亚马逊加码AI购物布局 通过Alexa推出基于文本的购物功能。 11. 上纬新材：消费级具身智能机器人产品“启元Q1”和“启元T1”下线1万台。 12. 北京：支持超节点服务器、AI终端、超级智能体、量子计算云平台、下一代移动通信等新技术新产品。