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Thursday 12 November11月12日 星期四 2026

13 stories · published 08:0513 条 · 08:05 发布

Hot US inflation hits KLCI; Anthropic IPO nears美国通胀超预期拖累综指;Anthropic 上市在即

Stronger-than-expected US inflation lifted bets on a December Fed hike, pushing the FBM KLCI below 1,600 and the ringgit weaker against the dollar, even as Wall Street rebounded on a revived AI trade. Anthropic launched its IPO roadshow ahead of an expected listing next week, Nvidia's board is probing its CEO, and diplomacy on Ukraine and Iran remains active but unresolved.美国通胀高于预期,市场押注美联储12月加息,富时大马综合指数跌破1600点,令吉兑美元走软;华尔街则在 AI 板块回暖下反弹。Anthropic 启动上市路演,预计下周挂牌;英伟达董事会正调查其首席执行官;乌克兰与伊朗问题的外交斡旋仍在进行,但尚无结果。

Markets财经与市场 · Lead头条

Hot US inflation revives Fed hike bets; KLCI closes below 1,600美国通胀超预期重燃加息预期,综指收于1600点下方

The FBM KLCI fell 0.55% to 1,595.19 on Wednesday as banking heavyweights were sold amid rising US bond yields, after US consumer prices rose 0.4% in October versus a 0.3% forecast.美国10月消费者物价环比上涨0.4%,高于预期的0.3%,美债收益率上升,银行权重股遭抛售,富时大马综合指数周三下跌0.55%,收于1595.19点。

FBM KLCI vs Asian and US indices, daily change on 11 Nov (%) · chart by Claude
FBM KLCI vs Asian and US indices, daily change on 11 Nov (%) · chart by Claude11月11日 KLCI 与亚洲、美国主要股指当日涨跌幅(%)· Claude 绘制

Broader Malaysian indices were mixed: the FBM Emas Shariah, ACE and Mid 70 indices rose as tech and energy shares attracted buying. Elsewhere in Asia, Japan's Nikkei and Taiwan's Taiex rose on chip stocks while Hong Kong fell. Analysts also flagged the expansion of KLCI constituents from 30 to 50 stocks and Saturday's Melaka election as near-term sources of volatility.

大马其他指数表现分化:伊斯兰指数、ACE 指数和中型70指数在科技与能源股买盘带动下上涨。亚洲方面,日经指数和台湾加权指数受芯片股推动走高,香港恒生指数则下跌。分析师还指出,综指成分股由30只扩大至50只以及本周六的马六甲州选,都可能在短期内带来波动。

Malay Mail / Bernama ↗

Markets财经与市场3

Wall Street rebounds as AI stocks recoverAI 股回升,华尔街反弹

The S&P 500 rose 1.31% to 7,619.38 and the Nasdaq gained 1.60%, nearly erasing last week's AI-driven sell-off after CoreWeave's results revived demand for chip and AI infrastructure stocks.CoreWeave 业绩提振芯片和 AI 基础设施股,标普500指数上涨1.31%至7619.38点,纳斯达克指数涨1.60%,几乎收复上周因 AI 担忧引发的跌幅。

Yahoo Finance / AP ↗

Ringgit eases to 4.07 per US dollar on December hike odds加息预期升温,令吉兑美元走软至4.07

The ringgit closed at 4.0710/0745 against the dollar from 4.0540/0580, as a Bank Muamalat economist said odds of a December Fed hike rose above 80% after the US CPI print; it still gained against the euro, pound and yen.令吉兑美元收于4.0710/0745,前一日为4.0540/0580。伊斯兰银行经济学家表示,美国通胀数据公布后,美联储12月加息的概率升至80%以上;不过令吉兑欧元、英镑和日元仍走高。

The Star / Bernama ↗

Brent rebounds from two-month low as Iran talks stall伊朗谈判陷入僵局,布伦特油价从两个月低点回升

Brent futures settled at $92.84 a barrel, up 1.48%, as uncertainty over US–Iran negotiations and threats to Gulf shipping outweighed signs of rising US crude stocks. Prices remain far below late-October levels above $115.布伦特原油期货收于每桶92.84美元,上涨1.48%。美伊谈判前景不明和海湾航运风险,盖过了美国原油库存增加的影响。油价仍远低于10月下旬逾115美元的水平。

Brent crude front-month futures, daily close, 27 Oct–11 Nov (USD/bbl) · chart by Claude
Brent crude front-month futures, daily close, 27 Oct–11 Nov (USD/bbl) · chart by Claude布伦特原油近月期货每日收盘价,10月27日至11月11日(美元/桶)· Claude 绘制
EnergyNow; price data Investing.com ↗

AI & Tech人工智能与科技3

Anthropic launches IPO roadshow, targeting about $1.4 trillion valuationAnthropic 启动上市路演,目标估值约1.4万亿美元

Anthropic is marketing about 825 million shares at $70–78 each, with pricing expected on Nov 18 and Nasdaq trading as soon as Nov 19; it would be the largest listing on record and is seen as a test of investor appetite for AI.Anthropic 计划以每股70至78美元发售约8.25亿股,预计11月18日定价,最早19日在纳斯达克交易。这将是史上规模最大的上市,被视为检验投资者对 AI 热情的试金石。

Disclosure: this brief is written by Claude, which is made by Anthropic. Reports say the offering has drawn orders several times the shares available and bankers may price above the range.

说明:本简报由 Anthropic 开发的 Claude 撰写。据报道,此次发行认购倍数达数倍,承销商可能以高于区间的价格定价。

CNN / Yahoo Finance ↗

Nvidia board probes CEO Jensen Huang over ties to alleged Chinese spy英伟达董事会调查黄仁勋与涉嫌中国间谍者的关系

Nvidia's board opened an independent investigation after reports linked Huang to Alice Huang, whom US intelligence reportedly suspects of working for Beijing; the board says it has no reason to believe secrets were compromised, and China has rejected the allegations.有报道称美国情报部门怀疑与黄仁勋有关系的 Alice Huang 为北京工作,英伟达董事会随即启动独立调查。董事会表示没有理由认为公司机密遭泄露,中方否认相关指控。

CNBC ↗

New York launches state AI safety testing center ahead of RAISE Act纽约州成立 AI 安全测试中心,为 RAISE 法案生效做准备

Governor Kathy Hochul launched a state AI research and safety-testing initiative as New York prepares to enforce its RAISE Act in January, while a proposed follow-up bill would fine frontier AI developers up to $3 million a day for repeat violations.纽约州州长霍楚宣布成立州级 AI 研究与安全测试机构,为明年1月实施 RAISE 法案做准备;另一项拟议法案规定,前沿 AI 开发商重复违规最高可被处以每天300万美元罚款。

PYMNTS ↗

Malaysia马来西亚3

Anthony Loke formally leaves Cabinet after Najib house arrest ruling纳吉居家服刑获准,陆兆福正式辞去交通部长

DAP secretary-general Anthony Loke's resignation as transport minister took effect on Nov 10 after the KL High Court allowed Najib Razak to serve his sentence under house arrest; he gave his farewell address to ministry staff on Wednesday.吉隆坡高庭批准纳吉居家服刑后,行动党秘书长陆兆福辞去交通部长一职,于11月10日生效;他周三向部门职员发表告别演讲。

Malay Mail ↗

Melaka state election campaign enters final day before Saturday vote马六甲州选进入竞选最后一天,周六投票

Campaigning for 28 state seats ends at 11.59pm on Nov 13, with polling on Nov 14 and 687,697 registered voters; the result is seen as a test of shifting alliances among BN, PH and PN.马六甲州议会28个议席的竞选活动将于11月13日晚11时59分结束,14日投票,选民共687,697人。选举结果被视为国阵、希盟与国盟之间合作格局变化的考验。

The Edge Malaysia / Bernama ↗

Anwar condemns machete attack on police officer in Kepong安华谴责甲洞警员遭砍伤事件

A police officer lost his right hand after being attacked by a foreign man in Kepong on Wednesday afternoon; the Prime Minister said violence against enforcement officers is unacceptable.一名警员周三下午在甲洞遭一名外籍男子袭击,右手腕被砍断。首相安华表示,针对执法人员的暴力绝不能容忍。

TVS / Bernama ↗

World国际3

US rules out broader Iran strikes for now; Tehran denies direct talks美方暂排除扩大对伊打击,伊朗否认直接谈判

Secretary of State Rubio said Washington will hold off on major strikes while keeping economic pressure on Iran, as Tehran's negotiator said the next move is up to the US and a security official warned of strikes on distant US bases if attacked again.美国国务卿鲁比奥表示,美方暂不进行大规模打击,但将继续对伊朗施加经济压力。伊朗首席谈判代表称球在美方手中,一名安全官员则警告,若再遭攻击将打击远方的美军基地。

Al Jazeera ↗

US-mediated Russia–Ukraine talks in Abu Dhabi end with prisoner swap news美国斡旋的俄乌阿布扎比会谈结束,宣布大规模换俘

The first trilateral talks since February focused on humanitarian issues and security guarantees and ended with reports of momentum and a large-scale prisoner exchange, though both sides remain far apart on territory.这是自2月以来首次三方会谈,议题集中在人道问题和安全保障,结束时各方称取得进展并宣布大规模换俘,但双方在领土问题上仍分歧巨大。

CBC News ↗

Long-range strikes continue alongside Ukraine peace talks和谈期间双方远程打击仍在持续

Ukraine reportedly hit Russia's Ust-Luga port on the Baltic as drones targeted several Russian regions, while Russia launched overnight missile and drone attacks on Ukraine, underscoring that fighting has not paused.据报道,乌克兰无人机袭击了俄罗斯波罗的海的乌斯季卢加港及多个地区,俄罗斯也连夜向乌克兰发射导弹和无人机,显示战事并未因谈判而停歇。

Kyiv Independent ↗