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Tuesday 27 October10月27日 星期二 2026

15 stories · published 09:5515 条 · 09:55 发布

Anthropic files for IPO; Sarawak heads to the pollsAnthropic 递交上市申请;砂拉越进入选举倒计时

Anthropic's public S-1 filing lifted tech stocks on Wall Street and sent Korea's Kospi sharply higher this morning, while the FBM KLCI slipped 0.45% on Monday and the ringgit eased ahead of this week's Fed meeting. In Malaysia, the Sarawak assembly was formally dissolved, and abroad, Lula won a fourth term in Brazil and Serbia's Vučić conceded defeat as oil held above $100 amid US-Iran tension.Anthropic 公开递交 S-1 上市文件,带动华尔街科技股走高,韩国 Kospi 今早大涨;富时大马综合指数周一下跌 0.45%,令吉在美联储本周议息前小幅走软。国内方面,砂拉越州议会正式解散;国际方面,卢拉赢得巴西总统第四个任期,塞尔维亚武契奇认输,美伊紧张局势下油价仍高于每桶 100 美元。

AI & Tech人工智能与科技 · Lead头条

Anthropic files publicly for Nasdaq IPO under ticker ANTAnthropic 公开递交上市申请,拟以代码 ANT 在纳斯达克挂牌

Anthropic made its S-1 public on Monday, showing first-half 2026 revenue of $16.3bn, up from $1.16bn a year earlier. It would be one of the largest listings ever and lifted AI-linked stocks worldwide.Anthropic 周一公开 S-1 文件,显示 2026 年上半年营收 163 亿美元,去年同期为 11.6 亿美元。这可能成为史上规模最大的上市之一,消息带动全球 AI 概念股上涨。

Anthropic first-half revenue, USD bn · chart by Claude
Anthropic first-half revenue, USD bn · chart by ClaudeAnthropic 上半年营收(十亿美元)· Claude 绘制

Goldman Sachs and Morgan Stanley lead a group of 22 banks; price range and share count are still blank. The company posted its first quarterly operating profit ($974m in Q2) but a half-year net loss of $80.7bn, mostly a non-cash charge tied to convertible notes. Its co-founders keep voting control through a special share class. Reports say a listing is targeted for the week of 16 November, which could change.

高盛和摩根士丹利牵头 22 家承销银行,发行价区间和股数尚未填写。公司第二季度首次录得经营利润(9.74 亿美元),但上半年净亏损 807 亿美元,主要是与可转换票据相关的非现金支出。联合创始人通过特殊股份类别保留表决控制权。据报道,公司计划在 11 月 16 日当周上市,时间仍可能调整。

The Next Web ↗

Markets财经与市场4

FBM KLCI falls 0.45% to 1,604.36 as utilities and banks weigh富时大马综合指数跌 0.45% 至 1604.36 点,公用事业和银行股拖累

The KLCI shed 7.20 points on Monday as YTL Power, Maybank and CIMB fell, while the energy index rose 1.68%. Turnover dropped to RM2.15bn amid caution over West Asia tensions.综指周一下跌 7.20 点,杨忠礼电力、马银行和联昌国际走低,能源指数则上涨 1.68%。受西亚局势影响,市场观望,成交额降至 21.5 亿令吉。

KLCI and US indices, daily change on Mon 26 Oct (%) · chart by Claude
KLCI and US indices, daily change on Mon 26 Oct (%) · chart by ClaudeKLCI 与美股指数 10 月 26 日涨跌幅(%)· Claude 绘制
Bernama ↗

Wall Street rises on Anthropic filing; Kospi jumps over 3% this morningAnthropic 上市消息推高美股,韩国 Kospi 今早大涨逾 3%

The S&P 500 gained 0.70% to 7,676.80 and the Nasdaq 0.82% on Monday. In early Tuesday trade, Korea's Kospi rose 3.59% to 5,665.59 on chip stocks, ahead of the Fed's two-day meeting and big-tech earnings this week.标普 500 指数周一涨 0.70% 至 7676.80 点,纳指涨 0.82%。周二早盘,韩国 Kospi 在芯片股带动下涨 3.59% 至 5665.59 点。本周美联储召开两天议息会议,科技巨头也将公布业绩。

TheStreet ↗

Oil eases on Iran diplomacy but Brent stays near six-month high伊朗外交斡旋令油价回落,布伦特仍接近六个月高位

Brent settled down 0.8% at $115.81 a barrel and WTI fell 1.46% to $101.76 as mediators held talks with Tehran. Reported Houthi attacks on Saudi facilities limited losses.随着调停方与德黑兰会谈,布伦特原油收跌 0.8% 至每桶 115.81 美元,WTI 跌 1.46% 至 101.76 美元。胡塞武装据报袭击沙特设施,限制了跌幅。

Brent and WTI settlement, Mon 26 Oct (USD/bbl) · chart by Claude
Brent and WTI settlement, Mon 26 Oct (USD/bbl) · chart by Claude布伦特与 WTI 10 月 26 日结算价(美元/桶)· Claude 绘制
Reuters via Investing.com ↗

Ringgit edges lower to 4.0855 per US dollar ahead of Fed美联储议息前,令吉兑美元微跌至 4.0855

The ringgit closed at 4.0855/4.0895 against the dollar from 4.0835/4.0875 on Friday, but firmed against most other currencies. Analysts cited caution before the Fed decision and oil-driven inflation risks.令吉兑美元收于 4.0855/4.0895,上周五为 4.0835/4.0875,但兑多数其他货币走强。分析师指出,市场在美联储决议前保持谨慎,并关注油价推高通胀的风险。

Bernama ↗

AI & Tech人工智能与科技3

Meta launches $35bn share sale in $95bn AI funding planMeta 启动 350 亿美元股票发行,为 950 亿美元 AI 融资计划的一部分

Meta began $35bn of underwritten equity offerings, with a further $60bn planned through an at-the-market programme, to pay for AI infrastructure. It has warned it may need to raise hundreds of billions of dollars over several years.Meta 启动 350 亿美元的包销股票发行,另计划通过市价发行再筹 600 亿美元,用于 AI 基础设施。公司表示未来数年可能需要筹集数千亿美元。

The Irish Times ↗

Microsoft offers voluntary buyouts to about 60,000 staff微软向约 6 万名员工提供自愿离职方案

The offer covers VP-level and below on selected teams in the US, Canada, India and the UK, including Xbox, Windows and Copilot. It lets Microsoft trim headcount without mass layoffs as it spends heavily on AI.方案适用于美国、加拿大、印度和英国部分团队的副总裁及以下员工,包括 Xbox、Windows 和 Copilot 部门。这让微软在大举投入 AI 的同时,无需大规模裁员即可缩减人手。

TechCrunch ↗

Intel to buy Israeli quantum software firm Classiq英特尔将收购以色列量子软件公司 Classiq

Globes reports the deal at about $2.2bn, with closing targeted for the first half of 2027. It marks a bigger push by Intel into quantum computing software.据 Globes 报道,交易金额约 22 亿美元,预计 2027 年上半年完成,显示英特尔加码量子计算软件。

Globes ↗

Malaysia马来西亚4

Sarawak assembly dissolved, state election due within 60 days砂拉越州议会解散,须在 60 天内举行州选

The 82-seat assembly was formally dissolved on 26 October, paving the way for the 13th Sarawak state election; the Election Commission will meet to set polling dates. Premier Abang Johari's GPS government continues in a caretaker role.拥有 82 个议席的砂拉越州议会于 10 月 26 日正式解散,为第 13 届州选铺路,选举委员会将开会决定投票日期。阿邦佐哈里领导的砂拉越政党联盟(GPS)政府转为看守政府。

Malay Mail ↗

Sarawak confirms AI data centre plan under US$50bn investment砂拉越证实 500 亿美元投资中包括 AI 数据中心计划

Premier Abang Johari said an international company plans an AI data centre in Tanjung Embang, Kuching, as part of the US$50bn investment announced by PM Anwar Ibrahim; the investor was not named. The Japan Times reported Anwar linked the plan to SoftBank's Masayoshi Son.砂拉越首长阿邦佐哈里表示,一家国际公司计划在古晋丹绒英帮建设 AI 数据中心,属于首相安瓦尔宣布的 500 亿美元投资的一部分,投资方未具名。《日本时报》报道称,安瓦尔指该计划来自软银孙正义。

Malay Mail ↗

Perikatan moves to discipline Bersatu ahead of Melaka election国盟对土团党启动纪律程序,马六甲州选前关系紧张

Perikatan Nasional said it will start disciplinary proceedings against Bersatu and will contest the Melaka polls under its own logo, as Bersatu weighs possible electoral cooperation with Pakatan Harapan. Bersatu's supreme council met on Monday night; no official decision had been announced.国民联盟表示将对土团党启动纪律程序,并以国盟标志出战马六甲州选;土团党则在考虑与希望联盟进行选举合作。土团党最高理事会周一晚开会,尚未宣布正式决定。

Malay Mail ↗

Melaka schools stay open amid haze; outdoor activities halt above API 100马六甲受烟霾影响,学校照常上课,空污指数超 100 即停止户外活动

Schools in Melaka remain open, but outdoor activities will be suspended if the Air Pollutant Index exceeds 100.马六甲学校照常开放,但若空气污染指数超过 100,将暂停户外活动。

Malay Mail ↗

World国际3

US weighs Iran deal or new strikes as mediators visit Tehran调停方访问德黑兰,美国在协议与新一轮打击之间权衡

Qatari mediators travelled to Tehran while Saudi Arabia, Turkey and Pakistan held talks with Iran; Iran says it offered to reopen the Strait of Hormuz if the US lifts its naval blockade. US officials put Middle East staff on alert over reported Iranian threats.卡塔尔调停人员前往德黑兰,沙特、土耳其和巴基斯坦也与伊朗会谈;伊朗称已提出若美国解除海上封锁便重开霍尔木兹海峡。美国官员因伊朗据报的威胁,令中东驻地人员提高戒备。

Just Security ↗

Lula wins fourth term as Brazil's president卢拉赢得巴西总统第四个任期

Brazil's electoral court said Lula da Silva won the runoff with 51.79% of the vote. Rival Flávio Bolsonaro has not conceded and says he will seek an annulment.巴西选举法院公布,卢拉以 51.79% 的得票率赢得第二轮投票。对手弗拉维奥·博索纳罗尚未认输,并表示将寻求宣布选举无效。

CNBC ↗

Serbia's Vučić concedes defeat to student-led movement塞尔维亚武契奇向学生主导的运动认输

Projections give the Student List about 138 of 250 seats against 104 for Vučić's SNS, on turnout near 70%, the highest since 1992. It ends 14 years of rule after nearly two years of anti-corruption protests.预测显示,学生名单在 250 席中获约 138 席,武契奇的前进党约 104 席,投票率近 70%,为 1992 年以来最高。经过近两年的反腐抗议,武契奇 14 年的执政告终。

ABC News (Australia) ↗