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Friday 23 October10月23日 星期五 2026

16 stories · published 18:2416 条 · 18:24 发布

Gulf attacks lift oil to $114 as AI selloff hits tech海湾袭击推高油价至114美元，AI抛售拖累科技股

Fresh attacks on shipping in the Strait of Hormuz and on Saudi energy sites pushed Brent crude above $114 a barrel. On Wall Street, worries about AI spending sent the Nasdaq down 2.6%, its worst day since early June, and the KLCI slipped in midday trade. In Malaysia, Sarawak's assembly will be dissolved on Monday, paving the way for a state election.霍尔木兹海峡航运及沙特能源设施再遭袭击，布伦特原油升破每桶114美元。华尔街方面，市场担忧AI投资过热，纳斯达克指数重挫2.6%，创6月初以来最大单日跌幅；富时大马综合指数午盘小幅走低。国内方面，砂拉越州议会将于下周一解散，为州选举铺路。

World国际 · Lead头条

Iran says seven tankers hit near Hormuz, warns US over escorts伊朗称七艘油轮在霍尔木兹海峡附近受损，并就护航警告美国

Iran said seven tankers were damaged overnight, four during oil transfers and three by mines, and its Revolutionary Guard warned it could strike US bases if American forces keep escorting ships. Washington disputes the mine claims.伊朗表示，一夜之间有七艘油轮受损，其中四艘在过驳作业时受袭、三艘触雷；伊斯兰革命卫队警告，若美军继续为船只护航，可能攻击美国基地。美方对触雷说法提出质疑。

Lloyd's List Intelligence counts 28 attacks on ships in October, though Gulf oil shipments have roughly returned to pre-war levels. Separately, Houthi attacks on Saudi energy infrastructure prompted Aramco to evacuate staff from its Dhahran headquarters, according to OilPrice.com, and the US is sending a second aircraft carrier to the region. The tension is the main driver behind oil's climb above $114.

据劳氏日报情报统计，本月已发生28起针对船只的袭击，但海湾地区原油出口已大致恢复至战前水平。另据OilPrice.com报道，胡塞武装袭击沙特能源设施，沙特阿美已疏散达兰总部人员；美国正向该地区增派第二艘航空母舰。地区紧张局势是油价升破114美元的主要推手。

Al Jazeera ↗

AI & Tech人工智能与科技4

DeepSeek reportedly raises about $15 billion据报DeepSeek融资约150亿美元

The Hangzhou AI lab is reported to have raised about 100 billion yuan, with Tencent and CATL among backers, one of China's largest private AI rounds. It came two days after the US ordered federal civilian agencies to remove DeepSeek technology.据报道，这家杭州AI公司融资约1000亿元人民币，腾讯和宁德时代等参与，是中国规模最大的民营AI融资之一。就在两天前，美国下令联邦民事机构移除DeepSeek技术。

TechCrunch ↗

China clears DeepSeek and MiniMax as first registered AI exporters中国批准DeepSeek和MiniMax成为首批AI出口登记企业

State media say both labs completed registration under Beijing's new AI export rules, allowing them to open-source and license models abroad. Public comment on the draft rules runs to November 15.据官方媒体报道，两家公司已根据北京新的AI出口规定完成登记，可在海外开源和授权模型。相关草案的意见征询期至11月15日。

Bloomberg ↗

US Treasury proposes curbs on AI and supercomputing investment in China美国财政部拟限制对华AI与超级计算投资

The proposed rule extends outbound investment restrictions to AI, supercomputing and biotech, covering US investments above $50,000. It is open for public comment.拟议规则将对外投资限制扩大至AI、超级计算和生物科技领域，适用于5万美元以上的美国投资，现已公开征询意见。

Associated Press ↗

Meta posts $64.6 billion revenue; AI spending spooks investorsMeta营收646亿美元，AI支出令投资者不安

Q3 revenue rose 26%, but capex hit $34.9 billion, free cash flow turned negative and future commitments reached about $825 billion, largely for AI compute. Shares fell 7% on Thursday.第三季度营收增长26%，但资本支出达349亿美元，自由现金流转负，未来承诺支出约8250亿美元，主要用于AI算力。周四股价下跌7%。

Meta (PR Newswire) ↗

Malaysia马来西亚4

Sarawak assembly to be dissolved on Monday for state election砂拉越州议会下周一解散，迎来州选举

Premier Abang Johari Openg said the Governor has consented to dissolving the 82-seat assembly on October 26, ahead of its February 2027 expiry. The Election Commission will set nomination and polling dates.砂拉越首长阿邦佐哈里表示，州元首已同意于10月26日解散拥有82个议席的州议会，早于2027年2月届满。选举委员会将公布提名日和投票日。

The Rakyat Post ↗

Government's net 1MDB burden put at RM20.1 billion政府承担的一马公司净负担约201亿令吉

In a written parliamentary reply, Prime Minister Anwar Ibrahim said obligations of RM51.4 billion, minus RM31.3 billion recovered, leave a net burden of about RM20.1 billion. He said pardons or sentences do not end civil claims to recover funds.首相安华在国会书面答复中表示，政府总负担为514亿令吉，扣除已追回的313亿令吉后，净负担约201亿令吉。他指出，刑事判决或特赦不会自动终止追讨资金的民事诉讼。

The Star ↗

Haze: 16 areas record unhealthy air, Johan Setia highest at 159烟霾：16个地区空气不健康，巴生柔佳斯迪亚最高达159

As of 10am Friday, 16 areas had unhealthy API readings, mostly in the Klang Valley, Negeri Sembilan and Melaka, with Johan Setia at 159. Cross-border haze has been a major theme in Parliament this month.截至周五上午10时，全国16个地区空气污染指数处于不健康水平，主要集中在巴生谷、森美兰和马六甲，柔佳斯迪亚以159居首。跨境烟霾是本月国会辩论的焦点之一。

The Star ↗

Budget 2027 policy debate ends after eight days2027年财政预算案政策辩论历时八天结束

149 MPs debated the budget, focusing on haze, MP allocations and school safety; ministers will wind up from October 26 to 29. The government aims to table and pass the Government-Owned Entities Bill this year.共有149名国会议员参与辩论，焦点包括烟霾、议员拨款和校园安全；各部长将于10月26日至29日总结辩论。政府计划今年内提呈并通过《政府拥有实体法案》。

Bernama ↗

Markets财经与市场4

Brent tops $114 as Gulf supply fears build海湾供应担忧升温，布伦特油价突破114美元

Brent rose about 0.8% to $114.02 a barrel in Asian trade and WTI climbed to around $100.60, with Brent on course for a weekly gain of about $6. Attacks on Saudi energy sites and a Libyan pipeline shutdown added to supply worries.布伦特原油在亚洲时段上涨约0.8%至每桶114.02美元，WTI升至约100.60美元，布伦特本周有望累计上涨约6美元。沙特能源设施遇袭及利比亚一条输油管道关闭加剧了供应担忧。

Brent crude, USD/bbl (Fortune; AP for 23 Oct) · chart by Claude
Brent crude, USD/bbl (Fortune; AP for 23 Oct) · chart by Claude布伦特原油价格（美元/桶，数据：Fortune；10月23日为美联社）· Claude 绘制
OilPrice.com ↗

Nasdaq falls 2.6% as AI spending fears hit techAI支出忧虑冲击科技股，纳指下跌2.6%

The S&P 500 lost 1.2% and the Nasdaq 2.6% on Thursday, while the Dow was flat; Nvidia fell 4.4% and Meta 7% after results revived worries about costly AI build-outs. The 10-year Treasury yield fell to 4.97% from 5.13% as investors sought safety.周四标普500指数下跌1.2%，纳指下跌2.6%，道指基本持平；英伟达跌4.4%，Meta在财报后重挫7%，市场再度担忧AI建设成本高昂。避险需求推动10年期美债收益率从5.13%降至4.97%。

Index moves, % — US Thursday close, Asia Friday early trade, KLCI Friday midday · chart by Claude
Index moves, % — US Thursday close, Asia Friday early trade, KLCI Friday midday · chart by Claude主要股指涨跌幅（%）：美股为周四收盘，亚洲为周五早盘，KLCI为周五午盘 · Claude 绘制
Associated Press ↗

KLCI slips at midday as banks weigh银行股拖累，KLCI午盘走低

The FBM KLCI was down 3.05 points (0.19%) at 1,605.09 at the midday break, with losers outnumbering gainers 537 to 345. CIMB, Maybank and TNB were among the heavyweights in the red.富时大马综合指数午盘报1,605.09点，下跌3.05点（0.19%），下跌股537只、上涨股345只。联昌、马银行和国家能源等权重股走低。

Bernama ↗

Ringgit eases to 4.08 as markets await Fed meeting令吉微跌至4.08，市场等待美联储会议

The ringgit eased to 4.0815/0850 against the US dollar from 4.0790/0825 at the previous close, as traders turned cautious ahead of the Fed's October 27–28 meeting. Markets lean toward a hold after September's hike, but further increases remain possible.令吉兑美元由前一收盘的4.0790/0825微跌至4.0815/0850，交易员在美联储10月27至28日议息会议前趋于谨慎。继9月加息后，市场倾向于预期本次按兵不动，但不排除进一步加息。

The Star ↗

World国际3

France bans protests in Marseille and Lyon as unrest deepens法国动荡加剧，马赛和里昂禁止示威

President Macron called the protests illegitimate and banned Saturday marches after riots and looting; at least 2,700 people have been detained. France's 10-year bond yield rose to 5.14%, the highest since 2002.马克龙总统称示威活动不具正当性，在发生骚乱和抢劫后禁止周六的游行，至少2700人被拘留。法国10年期国债收益率升至5.14%，为2002年以来最高。

Reuters ↗

Trump invokes Defense Production Act for oil and refining特朗普援引《国防生产法》支持石油生产与炼油

A presidential memorandum declares petroleum infrastructure essential to national defence and allows financial incentives for pipelines, storage and terminals. It follows a surge in US fuel prices since the Iran conflict disrupted energy shipments.总统备忘录将石油基础设施列为国防必需，允许为管道、储存设施和码头提供财政激励。此举是在伊朗冲突扰乱能源运输、美国燃油价格飙升之后推出的。

Reuters ↗

European Parliament awards Sakharov Prize to the ICC amid US sanctions欧洲议会将萨哈罗夫奖授予国际刑事法院，美国制裁仍在

The award comes days after Washington announced financial sanctions on the court, giving US businesses six months to end dealings with it. EU leaders urged a reversal and are weighing countermeasures.颁奖前几天，美国宣布对该法院实施金融制裁，要求美国企业在六个月内终止与其往来。欧盟领导人呼吁美方撤销制裁，并在考虑反制措施。

The New York Times ↗