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Monday 2 November11月2日 星期一 2026

13 stories · published 10:2513 条 · 10:25 发布

Hormuz tensions keep oil above $110 as AI-spending fears hit tech霍尔木兹局势令油价徘徊110美元上方，AI支出忧虑重挫科技股

Mine attacks on tankers in the Strait of Hormuz pushed Brent crude above $110 before prices eased Monday on reports Washington will give Iran diplomacy more time. Wall Street ended October with its worst day since June as AI-spending worries and Intel's 29% plunge hit chip stocks, while the KLCI held up and the ringgit firmed ahead of Bank Negara's rate decision on Thursday. In Malaysia, the 14-day Melaka state election campaign is under way.霍尔木兹海峡油轮遭水雷袭击，布伦特原油一度升破110美元；周一有报道称美方愿给对伊外交更多时间，油价回落。AI投资忧虑叠加英特尔暴跌近29%，美股以6月来最差单日表现结束10月；富时大马综合指数相对抗跌，令吉在国行周四议息前走强。国内方面，马六甲州选为期14天的竞选活动已经展开。

World国际 · Lead头条

Iran says four tankers hit mines in Strait of Hormuz; oil surges, then eases伊朗称四艘油轮在霍尔木兹海峡触雷，油价急升后回落

Iran said four tankers struck mines in the Strait of Hormuz, disputing US claims that shipping lanes were clear, and Brent's January contract settled at $113.43 on Friday. Oil slipped early Monday after a report said President Trump wants to give diplomacy more time before deciding on renewed strikes after Tuesday's US midterms.伊朗称有四艘油轮在霍尔木兹海峡触雷，并否认美方所称航道已清理完毕；布伦特原油1月合约周五收于每桶113.43美元。周一早盘油价回落，因有报道称特朗普希望在周二美国中期选举后再决定是否恢复空袭，先给外交更多时间。

Crude oil settlement prices, Friday 30 Oct (USD/barrel) · chart by Claude
Crude oil settlement prices, Friday 30 Oct (USD/barrel) · chart by Claude10月30日（周五）原油结算价（美元/桶）· Claude 绘制

Iran's Revolutionary Guard said the damaged tankers had used a route it considers unauthorised, while Iran-backed Houthis have also targeted Saudi airports and oil facilities. WTI settled at $104.12 on Friday; for October, WTI rose 15.2% and Brent 13.6%, a fourth straight monthly gain. Bloomberg reported Brent fell below $112 early Monday.

伊朗革命卫队称，受损油轮走的是其认定的“未经授权”航线；另外，伊朗支持的胡塞武装也袭击了沙特机场和石油设施。WTI原油周五收于104.12美元；10月WTI累计上涨15.2%，布伦特上涨13.6%，连续第四个月上涨。彭博社报道，布伦特原油周一早盘跌破112美元。

CNBC ↗

Malaysia马来西亚4

Melaka state election campaign begins with 79 candidates for 28 seats马六甲州选开跑，79名候选人角逐28个议席

Nominations closed on 31 October, starting a 14-day campaign ahead of polling on 14 November, with early voting on 10 November and 687,697 eligible voters. The poll is seen as a test for Pakatan Harapan against Barisan Nasional and PAS.提名于10月31日结束，为期14天的竞选随即展开，11月14日投票，11月10日提前投票，合格选民687,697人。此次州选被视为希望联盟对阵国阵与伊斯兰党的一次考验。

Malay Mail ↗

Government signs confidence-and-supply deal with six Bersatu MPs and other lawmakers政府与六名土团党国会议员等签署信任与供应协议

Six Bersatu MPs and Muar MP Syed Saddiq signed an agreement to back the Anwar government until the end of its term; Anwar said the arrangement follows previous precedent. Law minister Azalina Othman Said said cross-party support is needed for reforms such as separating the attorney-general and public prosecutor roles and a PM term limit.六名土团党国会议员及麻坡国会议员赛沙迪签署协议，承诺支持安华政府至任期结束；安华表示此类安排有先例可循。法律部长阿莎丽娜称，总检察长与检控官分家、首相任期限制等改革需要跨党派支持。

Malay Mail ↗

US-owned startup plans US$600 million rare-earth refinery in Malaysia美资初创企业拟在马来西亚建6亿美元稀土精炼厂

DTEC Mineral and Metal Technology plans a US$600 million rare-earth refinery in Malaysia, part of efforts to build supply chains outside China. The project would add to Malaysia's role as a regional rare-earth processing hub.DTEC矿物与金属科技公司计划在马来西亚兴建一座6亿美元的稀土精炼厂，旨在建立中国以外的供应链。该项目将进一步巩固马来西亚作为区域稀土加工中心的地位。

The Star ↗

Selangor schools stay open amid haze; students advised to wear masks雪州学校在烟霾下照常上课，学生获建议戴口罩

The Selangor Education Department said all schools open as usual on Monday, with students encouraged to wear face masks and parents free to keep children home if concerned about the haze.雪兰莪州教育局表示，州内所有学校周一照常开课，鼓励学生戴口罩；家长若担心烟霾影响，可让孩子留在家中。

Malay Mail ↗

AI & Tech人工智能与科技3

AI-spending fears spread to chipmakers; Intel has worst day since 1974AI支出忧虑蔓延至芯片股，英特尔录得1974年来最差单日表现

Intel sank 28.6% after a weak profit forecast, and AMD, Qualcomm, Broadcom and Nvidia all fell as worries over Big Tech's AI capital spending spread to suppliers; the Nasdaq 100 entered a correction. Amazon also set up an $80 billion credit facility secured against the hardware it buys, underscoring how costly the AI build-out has become.英特尔因盈利预测疲弱暴跌28.6%，AMD、高通、博通和英伟达同步下挫，市场对大型科技公司AI资本开支的担忧已波及供应链，纳斯达克100指数进入调整区间。亚马逊另设立一项以所购硬件为抵押、规模800亿美元的信贷额度，凸显AI基建投入之巨。

Selected chip stocks, daily change on Friday 30 Oct (%) · chart by Claude
Selected chip stocks, daily change on Friday 30 Oct (%) · chart by Claude部分芯片股10月30日（周五）涨跌幅（%）· Claude 绘制
The Wall Street Republic ↗

Apple Intelligence to launch in China in December, powered by Alibaba's Qwen苹果智能12月登陆中国，由阿里巴巴通义千问提供支持

Apple confirmed its AI features arrive in China with iOS 27.3 in December, with a developer beta from 4 November and Alibaba's Qwen model integrated into its tools. The more advanced Siri AI is excluded, and features require an iPhone 15 Pro or newer.苹果确认，其AI功能将随12月的iOS 27.3在中国推出，开发者测试版11月4日起开放，并整合阿里巴巴通义千问模型。更高级的Siri AI功能不在此次推出之列，且需iPhone 15 Pro或更新机型。

The Next Web ↗

OpenAI, Google, Microsoft and Anthropic pledge single opt-out for AI scrapingOpenAI、谷歌、微软和Anthropic承诺推出统一的AI抓取退出机制

The four AI developers promised publishers one standard instruction to stop their content being used by AI models, replacing bot-by-bot blocking. Rollout is expected from 2027 and crawling stays on by default, amid growing copyright disputes between media and AI firms.四家AI公司承诺为出版商提供一个统一指令，用来阻止其内容被AI模型使用，不必再逐个屏蔽爬虫。该机制预计2027年起推出，默认仍允许抓取；目前媒体与AI公司之间的版权纠纷日益增多。

AFP via Inquirer ↗

Markets财经与市场3

Wall Street ends October with worst day since June美股以6月来最差单日表现结束10月

The S&P 500 fell 1.8% to 7,580.07, the Nasdaq 2.9% and the Dow 1.1% on Friday as tech selling deepened, while Treasury yields fell as investors sought safety. US midterm elections on Tuesday and Friday's jobs report are the week's key events.周五科技股抛售加剧，标普500指数跌1.8%至7580.07点，纳指跌2.9%，道指跌1.1%；避险需求推动美债收益率下行。本周焦点是周二美国中期选举和周五非农就业数据。

KLCI and US indices, daily change on Friday 30 Oct (%) · chart by Claude
KLCI and US indices, daily change on Friday 30 Oct (%) · chart by Claude富时大马综合指数与美股主要指数10月30日（周五）涨跌幅（%）· Claude 绘制
AP via KRMG ↗

KLCI bucked Friday's regional sell-off but slips at Monday's open大马综指周五逆市收高，周一开盘走低

The FBM KLCI rose 0.28% to 1,615.60 on Friday on plantation and bank buying, though it lost 2.15% over October. By 9.10am Monday it was down 0.51% at 1,607.36, tracking Wall Street's slide.富时大马综合指数周五在种植和银行股带动下升0.28%至1615.60点，但10月全月累计下跌2.15%。周一上午9时10分，受美股下挫拖累，综指跌0.51%至1607.36点。

Malay Mail (Bernama) ↗

Ringgit firms at 4.0550 per dollar ahead of Bank Negara decision on Thursday国行周四议息前，令吉兑美元走强至4.0550

The ringgit opened slightly higher at 4.0550 against the US dollar ahead of Bank Negara's Monetary Policy Committee meeting this Thursday. Some economists see a 25-basis-point hike as growth has held up, but consensus expects the OPR to stay at 2.75%.本周四国家银行货币政策委员会开会前，令吉兑美元开盘小幅走高至4.0550。由于经济增长稳健，部分经济学家预期升息25个基点，但市场共识仍是隔夜政策利率维持在2.75%。

Malay Mail (Bernama) ↗

World国际2

Binance says $6.3 billion stolen in biggest crypto heist on record币安称遭窃63亿美元，创加密货币史上最大盗窃案

Binance suspended deposits and withdrawals and froze about $3 billion after hackers drained funds via a compromised engineer's laptop; blockchain firm TRM linked the attack to North Korea's Lazarus Group. Binance pledged to cover user losses, but bitcoin fell about 5% and crypto-linked stocks slid.黑客通过一名工程师被入侵的笔记本电脑盗走资金，币安随即暂停充提并冻结约30亿美元；区块链分析公司TRM初步认为攻击与朝鲜Lazarus黑客组织有关。币安承诺赔付用户损失，但比特币下跌约5%，加密货币相关股票走低。

Al Jazeera ↗

Poland's top court chief suspended as police secure tribunal; president flies home波兰宪法法院院长遭停职，警方进驻法院，总统中途折返

Police entered Poland's Constitutional Tribunal after its president Bogdan Święczkowski was suspended, a move the tribunal called a coup, and President Karol Nawrocki turned back from a trip to Senegal. The justice minister has sought to lift the immunity of the tribunal's leadership, deepening a long-running constitutional dispute.波兰宪法法院院长希文奇科夫斯基被停职后，警方进入法院，该院称此举为“政变”；总统纳夫罗茨基中止出访塞内加尔返国。司法部长已申请撤销法院领导层的豁免权，使这场持续多年的宪政争端进一步升级。

Euronews ↗