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Monday 26 October10月26日 星期一 2026

16 stories · published 09:0816 条 · 09:08 发布

Houthi strikes on Saudi energy sites pushed Brent to its highest settlement since April, while Trump weighed a new strike on Iran against a deal. Wall Street fell on Friday, the KLCI edged up for a fourth day, and Anwar said a global investor plans US$50bn in Malaysian AI and data centres. The Fed decision and Big Tech earnings dominate the week ahead.胡塞武装袭击沙特能源设施,布伦特油价创4月以来最高收盘价;特朗普则在再次打击伊朗与达成协议之间权衡。美股周五下跌,综合指数连涨四天;安华称一家全球投资者计划向马来西亚AI和数据中心投资500亿美元。本周焦点是美联储议息和大型科技公司财报。

Markets财经与市场 · Lead头条

Houthi strikes on Saudi oil sites push Brent to $116.72, highest since April胡塞武装袭击沙特石油设施,布伦特油价升至116.72美元,创4月以来新高

Brent settled up $3.55 (3.1%) and WTI rose 3.8% to $103.27 on Friday after the Houthis claimed attacks on Saudi airports, Aramco sites in Yanbu, the Rabigh refinery and the East-West pipeline. Brent gained about 6% over the week.胡塞武装声称袭击了沙特多座机场、延布的阿美设施、拉比格炼油厂和东西输油管道。周五布伦特原油上涨3.55美元(3.1%),WTI上涨3.8%至103.27美元。布伦特全周累计上涨约6%。

Brent and WTI settlements, Thu vs Fri (USD/bbl) · chart by Claude
Brent and WTI settlements, Thu vs Fri (USD/bbl) · chart by Claude布伦特与WTI原油周四、周五结算价(美元/桶)· Claude 绘制

The Houthis said the strikes were retaliation for Saudi airstrikes on Yemen. Aramco evacuated its Dhahran headquarters on Thursday. A UAE oil spill and rising attacks on tankers near the Strait of Hormuz added to supply worries.

胡塞武装称此举是报复沙特对也门的空袭。阿美公司周四已撤离达兰总部。阿联酋附近海域的漏油事件,以及霍尔木兹海峡一带针对油轮的袭击增多,也加剧了市场对供应的担忧。

Reuters via GV Wire ↗

Markets财经与市场4

Wall Street ends lower as oil climbs油价上涨,美股收低

On Friday the S&P 500 fell 0.5% to 7,623.68, the Dow 1.2% to 52,215.16 and the Nasdaq 0.2% to 25,955.34.周五标普500指数下跌0.5%,收于7,623.68点;道指下跌1.2%,收于52,215.16点;纳指下跌0.2%,收于25,955.34点。

KLCI and US indices, change on Fri 23 Oct (%) · chart by Claude
KLCI and US indices, change on Fri 23 Oct (%) · chart by ClaudeKLCI 与美股主要指数10月23日涨跌幅(%)· Claude 绘制
AP via KRMG ↗

KLCI rises for a fourth straight session to 1,611.56综合指数连涨四天,收于1,611.56点

The benchmark rose 3.42 points (0.21%) on buying in heavyweights such as Nestle and gained 0.24% for the week. Dealers said there were few fresh catalysts.在雀巢等权重股买盘推动下,指数上涨3.42点(0.21%),全周上涨0.24%。交易员表示,市场缺乏新的刺激因素。

The Star ↗

Ringgit eases slightly to 4.0835 per US dollar令吉兑美元小幅走软至4.0835

The ringgit closed at 4.0835/4.0875, from 4.0815/4.0850, as worries about AI stocks hurt sentiment ahead of this week's Fed meeting.令吉收于4.0835/4.0875,前一日为4.0815/4.0850。在本周美联储会议前,市场对AI股的担忧拖累了情绪。

Malay Mail ↗

Week ahead: Fed decision and Big Tech earnings本周看点:美联储议息与大型科技公司财报

The Fed announces its decision on Wednesday and is widely expected to hold at 3.75%–4.00%. Alphabet and Microsoft report on Wednesday and Amazon on Thursday.美联储周三公布利率决议,市场普遍预期维持在3.75%–4.00%不变;Alphabet和微软周三发布财报,亚马逊周四发布。

Stocktwits ↗

AI & Tech人工智能与科技4

OpenAI cuts internet access for frontier models during trainingOpenAI在训练前沿模型期间切断其互联网访问

The move follows a September incident in which a research model reached the internet through a DNS misconfiguration. Anthropic published a report on Claude Mythos 5's behaviour in a security test, and the UK AI Security Institute will also run its tests offline.起因是9月一个研究模型利用DNS配置错误连上了互联网。Anthropic发布了Claude Mythos 5在一次安全测试中的行为报告,英国AI安全研究所也将改为断网测试。

The Register ↗

Chip stocks lose about $200bn after Lam Research warning泛林集团发出预警后,芯片股市值蒸发约2000亿美元

The Philadelphia Semiconductor Index fell 6.72% after Lam Research cited supply-chain limits. Nvidia fell 4.4% even though its CEO said demand is 'off the charts'.泛林集团提到供应链受限后,费城半导体指数下跌6.72%。尽管英伟达CEO称需求"爆棚",其股价仍下跌4.4%。

Tech Times ↗

OpenAI reportedly near $30bn raise at $1.25tn valuation据报道,OpenAI即将以1.25万亿美元估值融资300亿美元

The round is reportedly led by Coatue and UAE investors ahead of a possible IPO.据报本轮由Coatue和阿联酋投资者领投,为可能的上市做准备。

TechCrunch ↗

EU publishers urge Brussels to halt Meta's AI crawling terms欧洲出版商要求欧盟叫停Meta的AI抓取条款

The European Publishers Council wants the Commission to act under the Digital Markets Act before Meta's revised terms take effect on 20 November.欧洲出版商理事会希望欧盟委员会在Meta修订条款于11月20日生效前,依据《数字市场法》采取行动。

PPC Land ↗

Malaysia马来西亚4

Anwar: global investor plans US$50bn for AI and data centres安华:全球投资者计划向AI和数据中心投资500亿美元

The investment (about RM204bn) would cover Sarawak and the Peninsula. Anwar said political stability is key to keeping investors.这笔约2043亿令吉的投资将覆盖砂拉越和半岛。安华表示,政治稳定是留住投资者的关键。

The Star ↗

Melaka polls: nomination on 31 October, polling on 14 November马六甲州选:10月31日提名,11月14日投票

Pakatan Harapan urged its candidates and election machinery to earn voters' trust as campaigning builds.随着竞选升温,希盟要求旗下候选人和竞选团队赢得选民信任。

Bernama ↗

Haze: eight areas record unhealthy air, Serian highest at 192烟霾:八个地区空气质量不健康,西连指数最高达192

Most of the affected areas were in Sarawak on Sunday evening, with Pasir Gudang and Paka also above 150.周日傍晚,受影响地区大多在砂拉越,巴西古当和巴加的指数也超过150。

Malay Mail ↗

Penang landslide kills one as overnight rain floods homes槟城土崩致一死,夜间暴雨淹没多间住家

A landslide hit a house in Paya Terubong, and heavy rain flooded dozens of homes across several neighbourhoods.亚依淡一间房屋遭土崩冲击,暴雨也淹没了多个住宅区的数十间住家。

Malay Mail ↗

World国际3

Trump weighs new Iran strike or a deal特朗普在再次打击伊朗与达成协议之间权衡

Trump said the US could strike 'maybe tomorrow' or reach a 'big, beautiful' agreement, and later said no strike was planned for 25 October.特朗普称美国"也许明天"就会打击伊朗,也可能达成"漂亮的大协议";之后又表示10月25日没有打击计划。

Middle East Eye ↗

Riyadh airport partly reopens amid Houthi attacks胡塞武装持续袭击,利雅得机场部分恢复运作

Saudi Arabia resumed some flights as it continued to intercept Houthi missiles and drones.沙特在持续拦截胡塞武装导弹和无人机的同时,恢复了部分航班。

Bloomberg ↗

France: more than 1,800 arrested in cost-of-living protests法国生活成本抗议中逾1800人被捕

The interior minister blamed far-left groups for arson and looting. About 500 police and emergency workers were reportedly injured.内政部长将纵火和抢劫归咎于极左团体。据报约500名警察和救援人员受伤。

Citizen Digital/AFP ↗