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Thursday 29 October10月29日 星期四 2026

15 stories · published 09:0915 条 · 09:09 发布

Fed holds, Iran warning lifts oil, Big Tech earnings split美联储按兵不动,伊朗警告推高油价,科技巨头财报分化

The Fed held rates at 3.75%–4.00% with two officials voting for a hike, and US stocks edged higher. Oil stayed above $110 after reports the US told Gulf allies to prepare for renewed Iran strikes after the midterms. At home, the KLCI inched up, GPS will contest all 82 Sarawak seats, and Parliament heard 1MDB will still cost Malaysia about RM20 billion net.美联储将利率维持在3.75%–4.00%,两名官员投票支持加息,美股小幅收高。有报道称美国已提醒海湾盟友为中期选举后可能再度空袭伊朗做准备,布伦特油价维持在每桶110美元以上。国内方面,综指微涨,砂拉越政党联盟(GPS)将竞选全部82个州议席,国会获悉一马发展公司(1MDB)净损失仍约200亿令吉。

Markets财经与市场 · Lead头条

Fed holds rates at 3.75%–4.00% as two officials push for a hike美联储维持利率3.75%–4.00%不变,两名官员主张加息

The Fed paused after September's hike on a 10–2 vote; Governor Lisa Cook and Cleveland Fed President Beth Hammack wanted another quarter-point increase. Chair Kevin Warsh said the 'monetary medicine is starting to work' but inflation is still above 2%.美联储在9月加息后按兵不动,投票结果为10比2;理事库克和克利夫兰联储主席哈玛克主张再加息25个基点。主席沃什表示“货币药方开始见效”,但通胀仍高于2%目标。

Wall Street index moves on Fed day, 28 Oct (%) · chart by Claude
Wall Street index moves on Fed day, 28 Oct (%) · chart by Claude美联储决议当日美股三大指数涨跌幅(%)· Claude 绘制

It was the last Fed meeting before the US midterm elections. Warsh called the labour market 'quite positive' and said the pause gives officials time to gather data before the December meeting. US stocks finished slightly higher: S&P 500 +0.28% to 7,744, Nasdaq +0.27%, Dow +0.19%.

这是美国中期选举前的最后一次议息会议。沃什形容就业市场“相当积极”,并表示暂停加息让决策者在12月会议前有时间观察更多数据。美股小幅收高:标普500指数涨0.28%至7,744点,纳斯达克涨0.27%,道指涨0.19%。

Kiplinger / Yahoo Finance ↗

Markets财经与市场2

KLCI edges up 0.13% to 1,613.87 on late buying尾盘买盘推动综指微涨0.13%至1,613.87点

Bursa Malaysia closed slightly higher as regional markets tracked Wall Street, though turnover fell to RM2.28 billion from RM3.10 billion. Financial and plantation indices slipped; the ringgit opened at 4.0720/0800 to the US dollar this morning.区域股市追随华尔街走高,大马股市小幅收涨,但成交额从31亿令吉降至22.8亿令吉。金融和种植指数走低;令吉今早以4.0720/0800兑1美元开盘。

KLCI vs Asian markets, 28 Oct (% change) · chart by Claude
KLCI vs Asian markets, 28 Oct (% change) · chart by ClaudeKLCI 与亚洲股市当日涨跌幅(%)· Claude 绘制
Malay Mail ↗

Kospi jumps 6.8% on SK Hynix record profit; Brent above $111SK海力士利润创新高,韩国综指大涨6.8%;布伦特油价逾111美元

AI chip stocks led Asia higher as SK Hynix rose 11.4% and Samsung 9.1%. Brent crude climbed 1.5% to $111.10 a barrel on Iran tensions, while the 10-year Treasury yield hovered near 5%.AI芯片股带动亚股上扬,SK海力士涨11.4%,三星涨9.1%。受伊朗局势影响,布伦特原油涨1.5%至每桶111.10美元;美国10年期国债收益率徘徊在5%附近。

AP ↗

Malaysia马来西亚4

GPS to contest all 82 seats in Sarawak state election砂拉越政党联盟将竞选全部82个州议席

Premier Abang Johari said GPS is ready, with seat allocation among PBB, SUPP, PRS and PDP to be decided later. The assembly was dissolved on 26 October and the Election Commission meets on 6 November to set polling dates.砂拉越总理阿邦佐哈里表示GPS已做好准备,各成员党(土保党、人联党、民进党、进步民主党)的议席分配稍后再定。州议会已于10月26日解散,选委会将于11月6日开会决定选举日期。

Malay Mail ↗

1MDB will still cost Malaysia about RM20 billion net, Parliament told国会获悉:一马发展公司净损失仍约200亿令吉

Finance Minister II Amir Hamzah said RM51.4 billion has been paid or is still owed on 1MDB debt, against RM31.3 billion recovered so far. Further recoveries depend on court rulings at home and abroad.第二财政部长阿米尔哈姆扎表示,1MDB债务已偿还及尚欠的金额合计514亿令吉,目前追回313亿令吉。后续追讨取决于国内外法院的裁决。

1MDB costs vs recoveries, as of 31 Aug 2026 (RM billion) · chart by Claude
1MDB costs vs recoveries, as of 31 Aug 2026 (RM billion) · chart by Claude1MDB 支出与追回金额,截至2026年8月31日(十亿令吉)· Claude 绘制
Malay Mail ↗

'Corporate mafia' probe has frozen over RM400 million in assets“企业黑帮”调查已冻结逾4亿令吉资产

The Home Ministry told Parliament the investigation has frozen more than RM400 million in assets and that no MACC officers have been implicated.内政部在国会表示,相关调查已冻结超过4亿令吉资产,目前没有反贪会官员涉案。

Malay Mail ↗

Anwar says Budget 2027 strengthens Islamic education amid 'hypocrite' row安华称2027年预算案加强伊斯兰教育,回应“伪君子”争议

The Prime Minister said the budget includes support for pondok religious schools, after the Speaker ordered PN's Takiyuddin Hassan to withdraw the word 'hypocrite' used in the budget debate.首相表示预算案包括扶持传统宗教学校(pondok)的措施;此前国会议长已要求国盟议员达基尤丁收回其在预算辩论中使用的“伪君子”一词。

Malay Mail ↗

AI & Tech人工智能与科技4

Microsoft beats on cloud; Alphabet misses on profit despite Google Cloud doubling微软云业务超预期;谷歌云收入翻倍但Alphabet盈利逊于预期

Microsoft posted $92.3 billion in revenue with Microsoft Cloud up 30%, and its shares rose about 4% after hours. Alphabet's EPS of $2.12 missed the $3.02 estimate on an $8.7 billion equity-securities loss, even as Google Cloud revenue rose 103% to $30.7 billion.微软营收923亿美元,微软云增长30%,盘后股价涨约4%。Alphabet每股收益2.12美元,远低于预期的3.02美元,主要因87亿美元的股权投资亏损;不过谷歌云收入大增103%至307亿美元。

TheStreet / Investing.com ↗

Broadcom lines up $63 billion financing to supply Anthropic with AI chips博通安排630亿美元融资,向Anthropic供应AI芯片

Broadcom announced a $63 billion financing deal with several Wall Street firms to help Anthropic access its AI accelerators and networking gear, and its shares rose 4%. The deal underlines how much capital AI labs need for compute.博通宣布与多家华尔街机构达成630亿美元融资安排,帮助Anthropic获取其AI加速器和网络设备,股价上涨4%。这显示AI公司对算力资金的需求之大。

AP ↗

Google DeepMind unveils Genie 4 interactive world model谷歌DeepMind发布交互式世界模型Genie 4

Genie 4 generates explorable worlds in real time with native audio and physics simulation, initially for trusted testers. World models are seen as a path to training AI agents and robots in simulation.Genie 4可实时生成可探索的虚拟世界,并支持原生音频和物理模拟,首先向受邀测试者开放。业界视世界模型为在模拟环境中训练AI智能体和机器人的重要途径。

Google DeepMind ↗

Cloudflare patches AI cache bug that leaked data between customersCloudflare修复AI缓存漏洞,曾导致客户数据互相泄露

A configuration issue combined with an SGLang bug caused some Workers AI customers to receive other customers' cached data; Cloudflare identified 155 affected responses and has fixed the problem.由于配置问题叠加SGLang软件漏洞,部分Workers AI客户收到了其他客户的缓存数据;Cloudflare已确认155条受影响的响应并完成修复。

Cloudflare ↗

World国际4

US reportedly tells Gulf allies to prepare for renewed Iran strikes after midterms据报美国提醒海湾盟友为中期选举后再度空袭伊朗做准备

The Wall Street Journal reported Washington warned several Gulf states of a possible short, intense campaign; Trump said 'anything's possible'. Separately, the IAEA said it has seen no sign Iran is rebuilding its damaged nuclear sites.据《华尔街日报》报道,美方已提醒多个海湾国家可能出现短暂但猛烈的军事行动;特朗普称“一切皆有可能”。另外,国际原子能机构表示未发现伊朗重建受损核设施的迹象。

Wall Street Journal / AP ↗

Israel's election count tight as Netanyahu bloc falls short of majority以色列大选计票胶着,内塔尼亚胡阵营暂未过半

With about a third of ballots counted, the pro-Netanyahu bloc had 59 of 120 seats, short of 61, while Likud and Gadi Eisenkot's Yashar party both claimed the lead. Final results are expected by Thursday.约三分之一选票点算后,亲内塔尼亚胡阵营获得120席中的59席,未达61席的多数门槛;利库德集团和艾森科特领导的Yashar党均声称领先。最终结果预计周四出炉。

Times of Israel / Reuters ↗

Zelenskyy says Ukrainian offensives are retaking territory泽连斯基称乌军多路攻势正在收复领土

Zelenskyy cited several offensives and a new 'Veles' operation using pipelines in the northeast to outflank Russian positions. Meanwhile, Nordic leaders were divided over Finland and Norway's call with Putin.泽连斯基提到多路攻势,以及利用东北部管道迂回包抄俄军的新“韦莱斯”行动。与此同时,北欧领导人对芬兰和挪威与普京通话一事看法分歧。

Reuters ↗

Greenhouse gas levels hit new record, UN weather agency says联合国气象组织:温室气体浓度创历史新高

The WMO said atmospheric CO2 reached 426.8 ppm in 2025, about 153% of pre-industrial levels, ahead of the COP31 climate talks in Antalya, Turkey, in November.世界气象组织表示,2025年大气二氧化碳浓度达426.8ppm,约为工业化前水平的153%。该报告将提交11月在土耳其安塔利亚举行的COP31气候大会。

Reuters ↗