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Wednesday 4 November11月4日 星期三 2026

15 stories · published 08:2315 条 · 08:23 发布

US votes in midterms; AI trade wobbles; Malaysia on cyber alert美国中期选举开票;AI交易起伏;马来西亚加强网络安全戒备

Americans voted in midterm elections that will decide control of Congress; early results are coming in but neither chamber has been called. Markets were mixed as chip stocks rebounded on Wall Street while Asia and the ringgit felt AI-trade jitters, and oil eased on hopes for US-Iran diplomacy. At home, PM Anwar warned Malaysia is exposed to sophisticated cyber attacks.美国中期选举投票结束,国会控制权取决于此次结果;初步计票陆续公布,但参众两院归属尚未揭晓。华尔街芯片股反弹,亚洲股市和令吉则受AI交易降温拖累,油价因美伊外交解决希望而回落。国内方面,首相安华警告马来西亚易受复杂网络攻击。

World国际 · Lead头条

US midterm results start coming in, with control of Congress still undecided美国中期选举开始公布结果,国会控制权仍未明朗

Polls have closed in the first states and early races are being called, including Democrat Mark Warner's re-election in Virginia, but control of the House and Senate has not been projected. Republicans currently hold 53 Senate seats and a narrow House majority.首批州已结束投票,部分选情已有结果,包括民主党人马克·华纳在弗吉尼亚州连任参议员;但众议院和参议院控制权尚未有预测。共和党目前在参议院拥有53席,在众议院占微弱多数。

CBS News' Battleground Tracker model estimated before results that Democrats were on track for about 229 House seats (range 215–237); 218 are needed for a majority. Eleven battleground Senate races — including Georgia, Michigan, North Carolina, Maine, Ohio and Texas — are expected to decide the Senate. A CNN voter poll found about seven in ten voters think Congress is not doing enough to check President Trump. Full results may take hours or days.

For markets, the outcome matters for US fiscal policy, tariffs and AI regulation; traders also flagged the risk of renewed US action against Iran after the vote.

开票前,CBS新闻的“战场追踪”模型估计民主党有望在众议院取得约229席(区间215至237席),过半数需218席。参议院控制权预计取决于11场关键选战,包括佐治亚、密歇根、北卡罗来纳、缅因、俄亥俄和得克萨斯等州。CNN选民调查显示,约七成选民认为国会对特朗普总统的制衡不足。完整结果可能需数小时甚至数天才能揭晓。

对市场而言,选举结果将影响美国财政政策、关税及AI监管;交易员也提到选后美国可能再次对伊朗采取行动的风险。

CBS News ↗

Malaysia马来西亚4

Anwar warns Malaysia is vulnerable to sophisticated cyber attacks安华警告马来西亚易受复杂网络攻击

The PM told the Dewan Rakyat that Malaysia's rise as a regional digital hub raises its exposure, citing recent major breaches in Western countries. The Chief Secretary chaired a meeting of agencies and Bank Negara held a special session with all financial institutions.首相在下议院表示,马来西亚崛起为区域数字中心,令其面临更高风险,并提到西方国家近期发生的重大数据外泄事件。政府首席秘书召集各部门开会,国家银行亦与全国金融机构举行特别会议。

Malay Mail ↗

Rafizi summoned by police over 'corporate mafia' remarks拉菲兹因“企业黑手党”言论被警方传召

Former minister Rafizi Ramli was called to Bukit Aman to give a statement after a police report over an Oct 20 speech alleging a corporate mafia and a RM9.5 million payment; he cancelled a Melaka campaign event. The Home Ministry said it is open to a royal commission if solid grounds are established.前部长拉菲兹被传召到武吉阿曼警察总部录取口供,起因是有人就他10月20日有关“企业黑手党”及一笔950万令吉款项的演讲报警;他因此取消在马六甲的一场竞选活动。内政部表示,若有确凿依据,政府愿意成立皇家调查委员会。

Malay Mail ↗

Flash floods hit Klang Valley as MetMalaysia warns of storms in 10 states巴生谷发生闪电水灾,气象局警告10州有雷暴

Heavy downpours flooded parts of Petaling and Klang in Selangor, and MetMalaysia warned of thunderstorms with rainfall above 20mm an hour across 10 states including Penang, Johor, Sabah and Sarawak.暴雨导致雪兰莪八打灵和巴生部分地区淹水,气象局警告槟城、柔佛、沙巴和砂拉越等10个州将出现雷暴,每小时降雨量超过20毫米。

Malay Mail ↗

Government has paid RM20.27 billion in income tax refunds this year政府今年已发放202.7亿令吉所得税退税

As at Oct 31, RM6.84 billion went to 3.4 million individuals and about RM13.04 billion to 206,234 companies including SMEs, Finance Minister II Amir Hamzah Azizan said — a cash-flow boost for households and businesses.第二财政部长阿米尔哈姆扎表示,截至10月31日,68.4亿令吉退还给340万名个人纳税人,约130.4亿令吉退还给包括中小企业在内的206,234家企业,有助改善家庭和企业现金流。

Malay Mail ↗

AI & Tech人工智能与科技4

AMD posts record $13.4bn quarter, shares rise after hoursAMD季度营收创纪录达134亿美元,盘后股价上涨

Third-quarter revenue rose 45% as data-centre sales nearly doubled to $8.5 billion, and AMD guided about $17 billion for Q4; the stock was up about 6.6% after the close — a test of the AI-spending trade.第三季度营收增长45%,数据中心业务几乎翻倍至85亿美元,AMD预计第四季度营收约170亿美元;盘后股价上涨约6.6%,被视为AI投资热度的试金石。

AMD Q3 2026 revenue, data-centre sales and Q4 guidance (US$ bn) · chart by Claude
AMD Q3 2026 revenue, data-centre sales and Q4 guidance (US$ bn) · chart by ClaudeAMD 2026年第三季度营收、数据中心销售及第四季度指引(十亿美元)· Claude 绘制
Stock Titan ↗

Nvidia tells data-centre partners to limit business with Chinese clients, FT reports英国《金融时报》:英伟达要求数据中心合作伙伴限制与中国客户的业务

Cloud partners must sell at least 51% of services to non-Chinese companies under future contracts, per the report. Nvidia did not confirm it, saying US policy encourages clouds to build on American infrastructure; China called for a non-discriminatory business environment.据报道,云服务合作伙伴今后签订的合同须将至少51%的服务出售给非中国企业。英伟达未予证实,只表示美国政策鼓励云服务建立在美国基础设施上;中方则呼吁提供公平、非歧视的营商环境。

Malay Mail / AFP ↗

Anthropic says AI-accelerated research may soon outpace its safety measuresAnthropic称AI加速研发可能很快超出其安全措施

In an updated IPO filing, Anthropic said it may imminently meet its Responsible Scaling Policy threshold for 'dramatically accelerated progress attributable to AI', though no model has crossed it yet; it said it will keep humans in the R&D loop.Anthropic在更新的上市申请文件中表示,公司可能很快达到其“负责任扩展政策”中“由AI带来显著加速进展”的门槛,但目前尚无模型越过该门槛;公司表示研发过程将继续保留人类参与。

TechCrunch ↗

New York Times and other publishers sue Brave over AI scraping and paywall bypassing《纽约时报》等出版商起诉Brave,指其抓取内容训练AI并绕过付费墙

The suits, filed Nov 2 with papers including the Chicago Tribune, add to a growing wave of publisher litigation over how AI companies use news content.这些诉讼于11月2日提起,原告包括《芝加哥论坛报》等报纸,是出版商就AI公司使用新闻内容发起的又一轮诉讼。

The Verge ↗

Markets财经与市场4

KLCI edges up 0.14% to 1,621.85 on bank buying; broader market weak银行股带动,KLCI微涨0.14%至1,621.85点,大市偏弱

Maybank and CIMB led gains while tech stocks were sold amid doubts over AI investment returns; losers beat gainers 652 to 403. Across the region Shanghai fell 0.82% and the Hang Seng rose 0.57%.马银行和联昌领涨,科技股则因市场质疑AI投资回报而遭抛售;下跌股以652对403多于上涨股。区域方面,上证指数跌0.82%,恒生指数涨0.57%。

KLCI, Asian and US index moves on 3 Nov (%) · chart by Claude
KLCI, Asian and US index moves on 3 Nov (%) · chart by ClaudeKLCI、亚洲与美国股指11月3日涨跌幅(%)· Claude 绘制
Malay Mail / Bernama ↗

Ringgit slips to 4.0735 per US dollar as investors unwind AI trades投资者撤出AI交易,令吉兑美元走软至4.0735

Analysts said the ringgit, a beneficiary of the AI boom via semiconductors, is caught in the pullback even as the dollar weakens; traders are also watching the US midterms and Friday's US jobs data. It firmed against the euro and Singapore dollar.分析师指出,令吉曾通过半导体业受惠于AI热潮,如今即使美元走弱,也被AI交易降温拖累;交易员也在关注美国中期选举和周五公布的美国就业数据。令吉兑欧元和新元走强。

Ringgit change vs selected currencies, 3 Nov (%) · chart by Claude
Ringgit change vs selected currencies, 3 Nov (%) · chart by Claude令吉兑主要货币11月3日涨跌幅(%)· Claude 绘制
Malay Mail / Bernama ↗

Wall Street mixed: Nasdaq up 0.8% as chips rebound, Apple falls on margin outlook美股涨跌互见:芯片股反弹带动纳指涨0.8%,苹果因利润率展望下跌

The S&P 500 rose 0.4% to 7,568.92 and the Dow fell 0.4% to 51,786.72. Apple dropped 1.9% after warning rising memory-chip costs will pressure holiday-quarter margins.标普500指数涨0.4%至7,568.92点,道指跌0.4%至51,786.72点。苹果警告内存芯片成本上升将压缩假日季度利润率,股价下跌1.9%。

AP via KRMG ↗

Brent settles at $103.60, down for a second day on Iran diplomacy hopes布伦特原油收于每桶103.60美元,因伊朗外交前景连续第二天下跌

Brent fell $1.17 and WTI lost 37 cents to $96.09 after a more than 7% drop on Monday, as Qatar mediated US-Iran talks; prices had briefly rebounded on the Qeshm strike report.在周一大跌逾7%后,布伦特原油再跌1.17美元,WTI跌37美分至96.09美元;卡塔尔正斡旋美伊谈判,油价曾因格什姆岛空袭消息短暂反弹。

CNBC ↗

World国际2

Oil slips as US and Iran signal openness to a deal, despite reported Qeshm Island strike美伊释放和谈信号,尽管传出美军空袭格什姆岛,油价仍走低

US officials told the Wall Street Journal that the US struck Iran's Qeshm Island on Monday as part of low-profile 'limited strikes', while Qatar continues to mediate talks in Tehran. President Trump said Iran wants to make a deal; Iran said it will not accept diplomacy based on coercion.美国官员向《华尔街日报》透露,美国周一空袭伊朗格什姆岛,属于低调的“有限打击”;卡塔尔则继续在德黑兰斡旋谈判。特朗普表示伊朗希望达成协议,伊朗则称不会接受以胁迫为基础的外交。

CNBC ↗

Indian commandos parachute onto hijacked ship off Somalia and rescue 20 crew印度突击队空降索马里外海遭劫持船只,救出20名船员

A warship and maritime patrol aircraft tracked the vessel before marine commandos were dropped in to free the crew, a sign of renewed piracy risk on a key shipping route.一艘军舰和海上侦察机追踪该船后,海军陆战突击队空降登船解救船员,显示这一重要航道的海盗风险再度上升。

Malay Mail / AFP ↗