Tuesday 10 November11月10日星期二 2026

14 stories · published 08:0414 条 · 08:04 发布

Nvidia probe rattles AI trade as Wall Street rallies on cheaper oil英伟达调查冲击AI板块，油价回落推动美股大涨

Nvidia's board opened an independent probe into reports that CEO Jensen Huang was targeted by a foreign intelligence effort, sending its shares lower even as Wall Street jumped more than 2% on falling oil prices. In Malaysia, Bursa reopens today after the Deepavali holiday, while PM Anwar welcomed a SoftBank-led AI investment. Ukraine peace talks resume in Abu Dhabi and COP31 opened in Turkey.英伟达董事会就CEO黄仁勋疑遭外国情报活动接近的报道启动独立调查，股价下挫；与此同时，油价走低带动美股三大指数涨逾2%。马来西亚方面，屠妖节假期后马股今日复市，首相安华对软银牵头的AI投资表示欢迎。国际上，乌克兰和谈在阿布扎比重启，COP31气候大会在土耳其开幕。

AI & Tech人工智能与科技 · Lead头条

Nvidia opens independent probe into reports CEO Jensen Huang was targeted by foreign intelligence英伟达就CEO黄仁勋疑遭外国情报活动接近启动独立调查

Nvidia's board launched an investigation after reports that Huang had a relationship with a businesswoman US intelligence reportedly believes was gathering information for China; Beijing called the allegations a smear. The shares fell 3.8% on Monday, weighing on AI stocks.有报道称黄仁勋曾与一名女商人有亲密关系，而美国情报部门据报认定此人在为中国搜集情报，英伟达董事会随即启动调查；中国外交部称相关指控是抹黑。英伟达周一收跌3.8%，拖累AI板块。

The board's statement said the review follows reporting that Huang 'has been the target of a foreign intelligence effort.' Bloomberg reported the stock fell as much as 8.8% intraday before paring losses. It remains unclear what information, if any, was passed on.

董事会声明称，调查源于有关黄仁勋“成为外国情报活动目标”的报道。据彭博社报道，该股盘中一度重挫8.8%，随后跌幅收窄。目前仍不清楚是否有任何信息被泄露。

AP ↗

Markets财经与市场4

Wall Street jumps over 2% as oil falls and tech rebounds油价回落、科技股反弹，美股涨逾2%

The Dow closed at 52,389.75 (+2.15%), the S&P 500 at 7,549.94 (+2.35%) and the Nasdaq at 25,253.14 (+2.74%), clawing back much of last week's losses despite Nvidia's slide.道指收报52,389.75点（+2.15%），标普500收报7,549.94点（+2.35%），纳指收报25,253.14点（+2.74%），尽管英伟达下跌，美股仍收复上周大部分跌幅。

US indices, % change on 9 Nov 2026 · chart by Claude美股三大指数11月9日涨跌幅（%）· Claude 绘制

TheStreet ↗

Oil drops on hopes of easing US–Iran tensions; Brent settles at $94.75美伊紧张局势有望缓和，油价下跌，布伦特收于94.75美元

Brent fell 3.63% to $94.75 a barrel and WTI fell 2.99% to $88.11. Lower energy prices eased inflation worries and supported equities.布伦特原油下跌3.63%至每桶94.75美元，WTI下跌2.99%至88.11美元。能源价格回落缓解了通胀担忧，也提振了股市。

Brent and WTI, % change on 9 Nov 2026 · chart by Claude布伦特与WTI原油11月9日涨跌幅（%）· Claude 绘制

TheStreet ↗

Bursa Malaysia reopens after Deepavali break; KLCI last at 1,616.58屠妖节假期后马股复市，综指上一交易日收于1,616.58点

Bursa was closed on Monday for the Deepavali replacement holiday. The FBM KLCI fell 1.17% to 1,616.58 last Friday, and analysts expect it to trade between 1,600 and 1,630 this week.马股周一因屠妖节补假休市。富时大马综合指数上周五下跌1.17%至1,616.58点，分析师预计本周将在1,600至1,630点区间波动。

Bernama ↗

Asian stocks rebound led by Japan; China factory-gate prices rise most since 2022日本领涨亚洲股市反弹；中国PPI创2022年以来最大升幅

Japan's Nikkei 225 jumped over 3% on Monday as memory-chip makers recovered, while Shanghai rose about 0.5% and Hong Kong was little changed.周一存储芯片股回升，日经225指数大涨逾3%；上证指数涨约0.5%，恒生指数基本持平。

investingLive ↗

Malaysia马来西亚4

Anwar welcomes SoftBank-led consortium's AI investment in Malaysia安华欢迎软银牵头财团对马来西亚的AI投资

The PM said the project, which pairs SoftBank's capital with Grab's AI capabilities, reflects global confidence in Malaysia and supports its goal of becoming an 'AI Nation' by 2030. The government will work with state authorities to facilitate it.安华表示，该项目结合软银的资本与Grab的AI能力，体现了国际社会对马来西亚的信心，有助于实现2030年成为“AI国家”的目标。政府将与州政府合作推动项目落实。

Bernama ↗

Najib remains in prison as Attorney-General puts house arrest on hold总检察长暂缓执行软禁令，纳吉仍在狱中

The AG's Chambers has deferred moving former PM Najib Razak to house arrest under a royal conditional pardon, citing legal questions over his separate 1MDB sentence and errors in court documents. The issue has drawn attention to ties within the unity government.总检察署以纳吉另一宗1MDB案刑期的法律问题及法庭文件错误为由，暂缓按皇室有条件特赦将前首相纳吉转为居家软禁。此事引发外界对团结政府内部关系的关注。

AP ↗

Government steps up airport border security with AI-powered CCTV and K9 units政府以AI监控和警犬加强机场边境安全

Anwar told the Dewan Rakyat that 93 people were arrested from January to October over attempted drug smuggling, and inspections covered 3,637 flights at KLIA and Subang. Police also arrested 282 people linked to organised crime groups.安华在国会下议院表示，今年1至10月共有93人因企图走私毒品被捕，吉隆坡国际机场与梳邦机场已检查3,637个航班。警方另逮捕了282名与犯罪集团有关的人士。

The Sun ↗

Cancelled Malaysia–Taiwan trade talks raise concern over chip investment马台贸易谈判取消，引发芯片投资前景担忧

The cancellation of planned trade talks points to strains in bilateral ties that could affect future semiconductor investment in Malaysia.原定贸易谈判被取消，显示双边关系趋紧，或影响未来对马来西亚的半导体投资。

Nikkei Asia ↗

AI & Tech人工智能与科技2

Anthropic releases Claude Fable 5.2 and Mythos 5.2 with 20% lower API pricesAnthropic发布Claude Fable 5.2与Mythos 5.2，API价格下调20%

The new models post higher benchmark scores and generate tokens up to 30% faster than the 5.1 versions; Mythos 5.2 targets cybersecurity and life sciences. The launch comes as Anthropic moves toward an IPO.新模型基准测试成绩更高，生成速度较5.1版本最多快30%；其中Mythos 5.2主攻网络安全与生命科学。此次发布正值Anthropic推进上市之际。

VentureBeat ↗

Google unveils TPU 8tx and TPU 8i Max chips, stepping up rivalry with Nvidia谷歌推出TPU 8tx与TPU 8i Max芯片，加剧与英伟达竞争

TPU 8tx is aimed at regulated firms that need data isolated while in use, while TPU 8i Max doubles the compute of TPU 8i. Alphabet shares rose about 2%.TPU 8tx面向需要在运算中隔离数据的受监管企业，TPU 8i Max的算力则是TPU 8i的两倍。Alphabet股价上涨约2%。

Bloomberg ↗

World国际3

US-led Ukraine–Russia peace talks resume in Abu Dhabi after nine months美国主导的俄乌和谈中断九个月后在阿布扎比重启

Talks resume this week after envoys Steve Witkoff and Jared Kushner visited Moscow and Kyiv; a ceasefire is not expected to be on the table, and Washington wants Russia to agree to broader talks that include Europe.特使威特科夫和库什纳此前分别访问了莫斯科和基辅，和谈将于本周重启；预计停火不在议程之内，美方希望俄罗斯同意举行有欧洲参与的更广泛谈判。

France 24 ↗

COP31 climate summit opens in Antalya, TurkeyCOP31气候大会在土耳其安塔利亚开幕

Delegates from nearly 200 countries began two weeks of talks (9–20 November) under pressure to deliver new climate pledges after a year of extreme weather; the US is again largely absent.来自近200个国家的代表开始为期两周（11月9日至20日）的谈判，在经历极端天气频发的一年后，各方面临提出新减排承诺的压力；美国再次基本缺席。

AP / PBS ↗

Israel's president tasks Gadi Eisenkot with forming a government以色列总统授权艾森科特组建政府

Eisenkot won the backing of 67 Knesset members versus 46 for Netanyahu and has 28 days, extendable by 14, to build a coalition.艾森科特获得67名议员支持，内塔尼亚胡获46票；他有28天时间组建联合政府，可延长14天。