美股详情

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淡马锡持仓

1,642.26

+0.57200.03%

涨家数：33

跌家数：48

平家数：2

市盈率：- -

高：1,650.50

开：1,641.68

低：1,637.27

收：1,641.69

成交量：4.73亿

成交额：599.02亿

市值：11.80万亿

流通市值：10.99万亿

数据加载中...

总览新闻资讯

韩国央行行长申铉松：将在持续观察后续货币政策与通胀走势的同时，决定进一步加息的时机和步伐。

韩国央行行长申铉松：美元兑韩元汇率基本面稳健，保持稳定走势。

韩国央行行长申铉松：预计价格将在相当长的一段时间内继续高于目标水平。

微软CEO纳德拉警告AI模型或构成“内部风险”，呼吁建立独立管控机制

韩元兑美元涨0.8%，至2024年10月以来最高水平。

智利国家铜业公司矿山遭遇雪崩，再度发生致命事故

环球市场播报

楚江新材：子公司氮化铝真空烧结设备已获取相关订单

韩国股市，开盘大跌！

AI光环褪色、外资加速撤离，韩股从全球最强变全球最弱

华尔街见闻

韩股跳水，跌幅扩大，三星电子跌0.95%，SK海力士跌2.8%，日股休市｜日韩股市

每日经济新闻

中信证券：Scale-up光进铜退成为大势所趋 NPO/CPO驱动无源器件价值重估

微软 CEO：应将前沿模型视为内部风险，控制须置于模型之外

ASML上调韩国客户零部件价格10%，三星、SK海力士接受涨价；英伟达洽谈收购Reflection AI，估值250亿美元｜全球科技早参

每日经济新闻

微软警告：Windows Update 两组证书 2027 年到期，过时 Win11/10 设备将无法收到更新

马斯克称Terafab工厂有望造出最好的芯片

Anthropic刚放弃，传亚马逊(AMZN.US)将以70亿美元接盘AI初创公司Decart

据《华尔街日报》：亚马逊或70亿美元收购AI初创Decart

企业“气候账本”怎么算配套指南有望给出“操作说明书”

亚马逊正洽谈收购人工智能初创公司Decart。

中国资产集体爆发！外资机构：“超配”！

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08:38","pubTimestamp":1791765480,"startTime":"0","endTime":"0","summary":"SK海力士跌逾2%，三星电子跌近1%。消息面上，据报道，ASML已通知三星电子和SK海力士，将面向韩国市场的EUV和DUV光刻机零部件价格统一上调10%，涉及消耗性部件及光学系统、光源等核心组件，涨价预计自2027年1月起生效。此外，韩国股市遭遇资金大撤退。交易所汇总数据显示，今年以来外国资金从韩国股市撤出1310亿美元，规模为亚洲主要市场中最大。韩国财政部表示，在全球收益率高企的背景下，必要时将出台市场稳定措施。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2026-10-12/doc-iniuxmtm5399626.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["TEMX","BBAX","VEA","BK4588","BK4581","HEEM","EEMV","EWY","XXCH","BK4535","KEMX","EQLT","VEXC","EEMO","KRWX","KORU","BK4585","KDEF","FEMR","XC","XCEM","STXE","XCNY","PEMX","BBEM","MFEM","BK1610","EDZ","BK4504","FPA","DEXC","FLKR","BK4582","03121","MKOR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674842852","title":"AI光环褪色、外资加速撤离，韩股从全球最强变全球最弱","url":"https://stock-news.laohu8.com/highlight/detail?id=2674842852","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674842852?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 08:16","pubTimestamp":1791764218,"startTime":"0","endTime":"0","summary":"曾是全球AI交易最热门标的的韩国股市，正经历急剧降温。Kospi上半年领涨全球，下半年却已下跌22%，沦为全球最差主要股指。外资今年撤资1310亿美元，成交额较峰值暴跌70%，散户杠杆资金也大幅萎缩。三星电子季度利润暴增近九倍却遭股价下跌。多家机构转而增配中国台湾股市。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3783392","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["EWY","FLKR","SPEM","CHAT","QTOC","BK4588","BK4585","AGIX","MKOR","BK4535","VXUS","KORU","ARTY","AIPO","VTHR"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2674842418","title":"韩股跳水，跌幅扩大，三星电子跌0.95%，SK海力士跌2.8%，日股休市｜日韩股市","url":"https://stock-news.laohu8.com/highlight/detail?id=2674842418","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674842418?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 08:16","pubTimestamp":1791764160,"startTime":"0","endTime":"0","summary":"记者|卢祥勇编辑|何小桃 杜恒峰校对|金冥羽10月12日，韩股低开。韩国KOSPI指数开盘下跌0.72%报6578.17点。此后，韩股跳水，跌幅进一步扩大，截至发稿，韩国KOSPI跌1.29%，三星电子跌0.95%，SK海力士跌2.8%。日股休市一天。上一个交易日，美股三大指数集体收涨，存储芯片概念涨跌不一，闪迪跌1.72%，SK海力士跌0.86%，西部数据涨1.01%，希捷科技涨1.06%。光通信板块全线走强，Ciena涨5.58%，Lumentum涨5.22%，Coherent涨3.4%。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-10-12/doc-iniuxmtq0412135.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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CEO：应将前沿模型视为内部风险，控制须置于模型之外","url":"https://stock-news.laohu8.com/highlight/detail?id=2674842369","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674842369?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 08:07","pubTimestamp":1791763634,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，微软首席执行官萨提亚·纳德拉发文讨论超级智能时代的信任架构。他称，传统软件可把行为追溯到具体代码路径，而当前超级智能系统缺乏这种机制性理解，无法将模型行为与输出归因于特定训练数据或权重配置，却正在被部署并接触敏感数据、代为执行关键行动。他表示，不能把对智能行为的责任外包给模型提供方，也不能把超级智能当作层层嵌套的黑箱来接受或拒绝其建议与行动。\n\n纳德拉提出，应将智能的供给与对智能的授权分开，用确定性系统设计、人工控制和操作规程包围非确定性模型，并在现有标准不足时建立行业标准。他建议把闭源与开源权重的前沿模型当作内部风险来管理，并非因为它们必然具有恶意，而是因为具备足够能力且能接触重要系统的行为主体可能出错或被攻破。相关做法包括建立身份、限制权限、记录活动并设置隔离边界，模型思维链透明应成为不可协商的起点。\n\n他进一步称，权限与行动控制必须置于模型之外，模型、编排层与行动空间应分离。原则包括避免单一模型成为重要结果的唯一依赖或核验自身工作，关键行动须留下防篡改且人类可读的证据，持续测试失败、攻击与边界情况，组织独立决定访问与行动权限，验证独立于被验证的智能，预设模型已被攻破并支持中途暂停或关闭，以及在失效或被攻破时及时披露并在行业内共享教训。他总结称，最值得信任的超级智能系统，是让人最少需要信任模型的系统。 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