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Sunday 8 November11月8日 星期日 2026

15 stories · published 12:5615 条 · 12:56 发布

AI sell-off week ends with a partial rebound; Najib house-arrest standoffAI 抛售周以小幅反弹收尾;纳吉居家监禁之争

Wall Street ended its worst week since June with a partial tech rebound after a post-midterm AI sell-off erased trillions in market value, while Bursa Malaysia and the ringgit slipped on Friday. At home, the King said his house-arrest order for Najib leaves no room for ambiguity after the AGC put the transfer on hold. Abroad, Iran is weighing a Qatari bridge proposal for nuclear talks and New Zealand's election is too close to call.美国中期选举后的 AI 抛售潮蒸发数万亿美元市值,华尔街在周五科技股小幅反弹中结束 6 月以来最差的一周;大马股市与令吉周五双双走低。国内方面,总检察署暂缓纳吉转往居家监禁后,最高元首表示赦免令"清楚明确"。国际方面,伊朗正研究卡塔尔提出的核谈过渡方案,新西兰大选结果胶着。

Markets财经与市场 · Lead头条

Wall Street ends worst week since June as tech stocks partly rebound科技股小幅反弹,华尔街仍录得 6 月以来最差一周

On Friday the Nasdaq rose 1.09% and the S&P 500 0.31% while the Dow fell 0.46%, but the S&P 500 still lost 2.7% and the Nasdaq 3.4% for the week. A strong October jobs report (165,000 jobs added, unemployment 4.1%) lifted bets on a December Fed rate hike.周五纳指涨 1.09%、标普 500 涨 0.31%,道指跌 0.46%;但全周标普累计跌 2.7%,纳指跌 3.4%。10 月非农新增 16.5 万个职位、失业率降至 4.1%,市场加码押注美联储 12 月加息。

US indices, change for the week to 6 Nov (%) · chart by Claude
US indices, change for the week to 6 Nov (%) · chart by Claude美国三大指数截至 11 月 6 日当周涨跌幅(%)· Claude 绘制

The sell-off began after Democrats won control of Congress in the midterms, with candidates in both parties campaigning against AI data centers. Chipmakers took the hardest hit: the PHLX Semiconductor Index fell 12% on Thursday and Nvidia dropped 9%. Investors fear restrictions on new data-center capacity could slow the AI build-out.

民主党在中期选举中拿下国会两院,两党都有候选人以反对 AI 数据中心为竞选议题,引发这轮抛售。芯片股跌幅最重:费城半导体指数周四重挫 12%,英伟达跌 9%。投资者担心数据中心新建受限,将拖慢 AI 基础设施扩张。

Yahoo Finance ↗

Markets财经与市场3

FBM KLCI falls 1.17% to 1,616.58 amid broad-based selling富时大马综合指数跌 1.17%,收于 1,616.58 点

Bursa Malaysia's benchmark lost 19.28 points on Friday as banking heavyweights such as Maybank, CIMB and Public Bank fell, tracking weak regional markets after the global tech rout.受全球科技股暴跌拖累,周五大马股市基准指数下跌 19.28 点,马银行、联昌国际、大众银行等权重股走低,与区域股市同步疲软。

FBM KLCI vs US indices, Friday 6 Nov daily change (%) · chart by Claude
FBM KLCI vs US indices, Friday 6 Nov daily change (%) · chart by Claude富时大马综合指数与美国主要股指 11 月 6 日当日涨跌幅(%)· Claude 绘制
Bernama ↗

Ringgit slips to 4.0565 per US dollar on risk-off mood避险情绪升温,令吉走软至 4.0565 兑 1 美元

The ringgit closed Friday at 4.0565/0610 against the greenback, down from 4.0445/0490 on Thursday, when it had gained after Bank Negara kept the OPR at 2.75%. Semiconductor selling and safe-haven demand for the dollar weighed on the currency.令吉周五收于 4.0565/0610 兑 1 美元,较周四的 4.0445/0490 走弱;周四国家银行维持隔夜政策利率 2.75% 后令吉曾走强。半导体股抛售与美元避险需求拖累令吉。

USD/MYR closing rate, 4–6 Nov · chart by Claude
USD/MYR closing rate, 4–6 Nov · chart by Claude美元兑令吉收盘汇率,11 月 4–6 日 · Claude 绘制
Malay Mail ↗

Brent settles at $98.32 but posts weekly drop of more than 16%布伦特原油收于 98.32 美元,但全周跌逾 16%

Brent edged up 3 cents and WTI rose 31 cents to $90.83 on Friday, as traders weighed the risk of renewed US-Iran escalation after the midterms against hopes for a diplomatic breakthrough via Qatar.周五布伦特原油微涨 3 美分,WTI 涨 31 美分至 90.83 美元。交易员一边评估中期选举后美伊冲突再度升级的风险,一边关注经卡塔尔斡旋达成外交突破的可能。

CNBC ↗

Malaysia马来西亚3

King says Najib house-arrest order is unambiguous after AGC puts transfer on hold总检察署暂缓纳吉转往居家监禁,最高元首称赦免令毫无模糊之处

After UMNO paid Najib's RM50 million fine, the Attorney-General's Chambers delayed his move to house arrest, citing the need for legal clarification. On Saturday Sultan Ibrahim said the pardon was clear and warned that questioning it amounts to defying his decree; the PMO said the Attorney-General is seeking an audience with the King.巫统代纳吉缴付 5000 万令吉罚款后,总检察署以需厘清法律问题为由暂缓其转往居家监禁。最高元首依布拉欣陛下周六表示赦免令清楚明确,质疑该令等同违抗御旨;首相署随后称总检察长正寻求觐见元首。

Al Jazeera ↗

Anwar says Malaysia must anticipate cyberattacks, not just react安华:马来西亚须预判网络攻击,而非被动应对

The Prime Minister said Malaysia is a potential target of increasingly sophisticated cyberattacks on banks and critical institutions, and that the National Security Council will review the country's capabilities and brief MPs.首相表示,马来西亚可能成为针对银行和关键机构的复杂网络攻击目标,国家安全理事会将检讨相关应对能力,并向国会议员作详细汇报。

Malay Mail ↗

Melaka votes on Nov 14; Anwar says PH is counting on multiracial line-up马六甲州选 11 月 14 日投票,安华称希盟以多元族群阵容争取支持

With a week to polling day, Anwar said Pakatan Harapan is relying on its multiracial representation and candidate integrity amid racial sentiment in the campaign.距投票日还有一周,安华表示,在竞选中出现种族情绪之际,希望联盟将依靠多元族群代表性和候选人的廉洁形象争取选民。

Malay Mail ↗

AI & Tech人工智能与科技4

Anthropic's planned IPO meets voter backlash against AI data centersAnthropic 筹备上市,正逢选民反对 AI 数据中心浪潮

Anthropic is reportedly targeting a mid-November Nasdaq debut at a $1–1.5 trillion valuation, below an earlier $2 trillion goal; its amended prospectus lists about $895 billion in compute and infrastructure commitments. Voters rejected data-center ballot measures in 40 of 41 cases in the midterms.据报道,Anthropic 计划 11 月中旬在纳斯达克上市,估值目标为 1 万亿至 1.5 万亿美元,低于此前的 2 万亿美元;修订后的招股书显示其算力与基础设施承诺支出约 8954 亿美元。中期选举中,41 项与数据中心相关的公投有 40 项被选民否决。

CNBC ↗

OpenAI launches restricted GPT-6 Cyber for security researchOpenAI 推出限量开放的网络安全模型 GPT-6 Cyber

The model lets authorised researchers find vulnerabilities and develop exploits; OpenAI rated its cyber capabilities 'Critical' and limited initial access to selected organisations.该模型供获授权的研究人员发现漏洞并开发利用代码;OpenAI 将其网络能力评为"严重"级别,初期仅向特定机构开放。

OpenAI ↗

Up to 200 arrested as protesters storm Microsoft data-center site in Amsterdam阿姆斯特丹抗议者闯入微软数据中心工地,最多 200 人被捕

Dutch police detained 100–200 people after activists briefly occupied the construction site, as protests against data centers spread across Europe.抗议者短暂占领该工地后,荷兰警方拘捕 100 至 200 人;反对数据中心的抗议正在欧洲多地蔓延。

Reuters ↗

Tesla to end Cybertruck production特斯拉将停产 Cybertruck

Tesla announced it will stop making the Cybertruck, ending production of the electric pickup that Elon Musk once billed as a flagship product.特斯拉宣布将停产 Cybertruck,这款电动皮卡曾被马斯克视为旗舰产品。

AP ↗

World国际4

Iran reviews Qatari bridge proposal to restart nuclear talks with US伊朗研究卡塔尔提出的过渡方案,或重启美伊核谈

The plan would see the US lift its port blockade and release frozen funds in exchange for IAEA inspections, followed by a reopening of the Strait of Hormuz. Tehran still insists on ceasefire conditions first; Trump said 'we are talking to Iran.'方案内容包括:美国解除对伊朗港口的封锁并释放冻结资金,换取伊朗允许国际原子能机构核查,随后重开霍尔木兹海峡。德黑兰仍坚持先满足停火条件;特朗普称"我们正在与伊朗对话"。

Business Standard ↗

New Zealand election too close to call; special votes due Nov 27新西兰大选结果难分高下,特别选票 11 月 27 日公布

Preliminary results put Christopher Luxon's National on track to lead the next government with ACT and NZ First, but Labour under Chris Hipkins has not conceded.初步结果显示,卢克森领导的国家党有望联合 ACT 党和优先党组建下届政府,但希普金斯领导的工党尚未认输。

RNZ ↗

Paraguay's Senate removes President Santiago Peña over banking scandal巴拉圭参议院以银行丑闻罢免总统培尼亚

The Senate unanimously removed Peña over alleged conflicts of interest involving Ueno Bank; he was placed under house arrest and Vice President Pedro Alliana was sworn in as interim president.参议院以涉及 Ueno 银行的利益冲突指控一致通过罢免培尼亚,培尼亚被软禁在家,副总统阿利亚纳宣誓就任临时总统。

Reuters ↗

Nine killed in drive-by shooting in central Kraków波兰克拉科夫市中心发生驾车枪击案,9 人遇难

A gunman killed nine people and injured 15 in the Polish city on Saturday after reportedly killing three family members at home; he was wounded and arrested by police.枪手周六在这座波兰城市杀死 9 人、致 15 人受伤,据报此前已在家中杀害三名家人;枪手被警方击伤后逮捕。

Reuters ↗