Ukraine blindsided by Starlink restrictions and intelligence gaps
Moscow ignores Donald Trump’s ‘energy ceasefire’ while Kyiv’s forces experience connectivity problems on Elon Musk’s satellite network
🔥 今日要闻 (1)
时政 (7)
Saudi Energy Giant Struck as War Spikes Between Houthis and Saudi Arabia
The attack came after the Yemeni militia warned it would attack the headquarters of Aramco. The Saudi-led coalition said it was targeting Houthi capabilities.
Two container ships sink near strait of Hormuz amid surge in Iranian attacks
Vessels were hit by missiles as rise in strikes suggests Iran is trying to close waterway before US midterm elections Two container ships near the strait of Hormuz have sunk after being struck by missiles, amid the sharpest rise in Iranian attacks on shipping since the start of the US-Israel war wi…
Burnham Pledges to Back Zelensky as Trump’s Ukraine Support Wavers
President Volodymyr Zelensky, who met with Britain’s prime minister, has said Ukraine received no warning of Russian attacks, but President Trump has said Washington is still “sharing intel.”
伊朗革命卫队称“全天候”监控霍尔木兹海峡
伊朗伊斯兰革命卫队海军司令阿里·阿兹马伊10月13日晚在接受伊朗国家广播电视台采访时表示，美国方面关于霍尔木兹海峡处于开放状态的说法，与实际情况“完全不符”。他说，革命卫队海军正“全天候”监控波斯湾和霍尔木兹海峡，任何试图通过这些水道的船只“都必须获得许可”。任何受美国“欺骗或挑衅”而试图违反航运法规的船只，都将面临伊朗的果断回应。美国总统特朗普日前在接受媒体采访时表示，美方完全控制了霍尔木兹海峡，大量石油正从霍尔木兹海峡流出。（新华社）
EU leaders to ‘urgently’ call for new trade weapons to tackle China shock
Leaders of the EU’s 27 member states will instruct Brussels to “urgently” come up with new weapons to counter the imbalances they believe are caused by China’s economic policies, at a meeting in the Belgian capital on Thursday. The instruction – part of a draft statement being negotiated ahead of th…
两艘新加坡籍船只在霍尔木兹海峡遭袭
新加坡海事及港务管理局10月14日晚发表声明说，两艘在新加坡注册的集装箱船据报在通过霍尔木兹海峡时被不明投射物击中，其中一艘随后沉没。（新华社）
Trump Squeezes Ukraine, Again
The president’s proposed fuel deal with Russia and a one-sided cease-fire plan are putting Kyiv in a tough spot as winter approaches.
财经 (7)
Diesel squeeze set to last well into 2027 as Iran war disrupts supply, IEA says
Diesel supply is expected to remain tight into 2027 as Iran war-related disruption, falling inventories and resilient demand strain the market, the IEA said.
‘China shock 3.0’ to be driven by AI, biotech and robot exports, economist says
The world is on the cusp of a “China shock 3.0” driven by exports of artificial intelligence (AI), biotechnology and robots, which could hit harder than the current wave, a leading economist on China has said. “We are already at the starting point of the China shock 3.0,” Alicia Garcia-Herrero, a se…
China’s Exports Soar, Putting Its Trade Surplus on Track for a Record
China’s exports grew last month at the fastest pace in almost any month since the end of the global financial crisis.
中东“双峡”形势依然凶险，国际油价或突破120美元
也门内战也威胁红海航运安全。高盛指出，如果霍尔木兹海峡航运持续中断，布伦特原油价格可能在第四季度突破120美元/桶。
9月金融数据出炉，债券、股票融资占比上升
记者丨唐婧 编辑丨张星 10月14日，中国人民银行公布2026年9月金融数据。9月末，社会融资规模存量为468.17万亿元，同比增长7.1%；广义货币（M2）余额359.63万亿元，同比增长7.2%；两项指标增速均持续高于名义GDP增速，社会融资条件保持在较为宽松的状态。 从社融分项看，对实体经济发放的人民币贷款余额279.9万亿元，同比增长4.8%；企业债券余额36.62万亿元，同比增长9.3%；政府债券余额105.23万亿元，同比增长13.7%；非金融企业境内股票余额12.73万亿元，同比增长5.8%。可见，企业债、政府债和股票融资增速均明显快于贷款，直接融资渠道继续发力。
China’s EV industry faces double blow from EU export quota, VAT rebate cut
China’s electric vehicle (EV) makers have been hit with a double blow as both Beijing and Brussels introduce measures that will affect their exports, leading analysts to revise down their earnings forecasts for the industry. The twin measures – combined with a sales decline in China’s domestic marke…
China's producer prices rise at fastest pace since June 2022, beating expectations
The increase was higher than the 4.5% expected by economists polled by Reuters, and higher than the 3.8% seen in the previous month.
科技 (15)
China’s AI research is booming: what it’s like to be on the front line
Nature, Published online: 14 October 2026; doi:10.1038/d41586-026-03223-8 China trains more AI talent than any other country. Nature spoke to analysts and scientists about how AI research there compares to the United States.
The AI race is back on
Last week, Anthropic and OpenAI looked like they had the AI race to themselves, pulling ahead with increasingly powerful models that left their rivals in the dust. Google seemed hopelessly far behind, while Meta, despite spending billions to revive its floundering AI ambitions, had yet to establish…
ASML’s chip equipment sales to China soar 109% despite US export curb push
Dutch semiconductor equipment giant ASML expects China to account for about 20 per cent of its total sales this year, after seeing shipments to the market more than double during the previous quarter despite mounting US pressure for tighter export restrictions on less advanced chipmaking machinery.…
ASML says it's getting order interest through 2030 as profit smashes expectations
ASML said some customers are "expressing an interest" in placing orders with the company in 2029 and 2030, giving investors a view into longer-term demand.
China chip exports jump 136% to US$45b as AI frenzy jacks up prices
China’s integrated circuit (IC) exports surged 136 per cent year on year in September to US$45 billion, exceeding the 108 per cent growth rate in the first nine months of the year in a sign of the country’s rising influence in the global semiconductor supply chain. In September, China exported 32.7…
Chinese memory giant YMTC to grow revenue 6 times faster than peers as IPO nears: report
Yangtze Memory Technologies Corporation (YMTC), China’s leading flash-memory maker, is set to grow revenue six times faster than its industry peers this year as it expands into server-related business ahead of a planned initial public offering (IPO), according to Counterpoint Research. The company’s…
Trump's US Super Intelligence Force and AI czar Jay Clayton
Trump announced a new Super Intelligence task force with the White House AI czar Jay Clayton in charge of a group responsible for making sure the US leads international competition in artificial intelligence development.
多地追逐脑机接口 什么样的城市不适合
如果只是为了招引公司落地，用钱换项目，这种单维度打法无法长效。此外，脑机接口基金通常7年—10年，对地方政府的产业政策定力是长期考验，需要科技局、工信局等部门协同形成政策生态。 作者：张英 封图：图虫创意 欢迎在小宇宙APP订阅播客栏目【非常观健】。 【非常观健】是由经济观察报大健康新闻部出品的播客，我们会在这里聊聊健康领域那些重要、有趣、不一样的新闻，以及新闻背后的故事。 2026年，中国脑机接口领域迎来多个里程碑事件：脑机接口首次被写入政府工作报告，跻身国家重点培育的未来产业；全球首款（半）侵入式脑机接口获批上市；博睿康、强脑科技、术理创新三家脑机接口公司冲刺IPO；
Hesai launches 3D spatial camera as Chinese lidar maker expands into physical AI
Hesai Group, the world’s largest maker of lidar sensors for vehicles, has launched a 3D spatial camera as it expands into physical artificial intelligence in search of new growth opportunities. The handheld device, called Kosmo, is described by Hesai as a “physical AI eye” and converts real-world en…
Electric vehicle sales in the US are showing signs of life
The electric vehicle market in the U.S. has been growing for the last three consecutive quarters.
Ambrosia Energy will build a 10 GWh factory in Texas to make batteries for off-grid data centers
Startup Ambrosia Energy will build a massive factory to crank out batteries to augment solar panels, creating a round-the-clock clean power plant.
America didn't lose its rare earth industry, it sold it
Comments
华策影视：AI动画剧集《西游记之消失的五百年》预计2027年上线
10月14日，据华策影视消息，在MIPCOM戛纳秋季影视内容交易会上，华策影视正式发布动画剧集《西游记之消失的五百年》预告片。这部全AI生成3D动画剧集取材自古典名著《西游记》，由华策主导开发。本项目是华策影视与Utopai Studios战略合作的具体落地项目之一。华策影视披露，《西游记之消失的五百年》预计2027年正式上线，后续还将探索院线版本的开发空间。据了解，该剧集定位AIGC精品中剧，共6集、每集15分钟，聚焦孙悟空被压在五指山下的五百年。
ABB机器人中国区总裁：软银收购仍在推进，对中国市场承诺不变
针对软银集团收购ABB机器人的交易进展，ABB机器人中国区总裁韩晨在10月12日举行的工博会期间表示，“综合各方面反馈，整体进展向好，各项流程都在正常推进。”双方去年宣布该交易预计于2026年中后期完成，如今时间表已过大半，韩晨称“项目仍处于预设时间窗口之内。”韩晨强调，与软银的交易不会影响ABB机器人的在华策略。“中国作为全球规模最大的机器人市场，绝大多数机器人生产企业与系统集成供应商汇聚于此。无论股权归属如何，我们对中国市场的各项承诺不会动摇，国产化程度还将进一步深化。”（澎湃新闻）
The EU’s next chapter in AI is agentic
New analysis shows how agentic AI adoption is growing across EU enterprises and small businesses—and where deeper use could unlock more value.
社会 (11)
Eight states sue OpenAI, saying ChatGPT isn’t safe for kids
OpenAI is facing a new wave of lawsuits from eight US states that accuse the company of harming children and misleading customers about the safety of ChatGPT, as reported earlier by Reuters. The lawsuits, filed separately by Iowa, Kansas, Nebraska, West Virginia, Arkansas, Arizona, Idaho, and Montan…
Kenya confirms second Ebola case - a relative of the first victim
It follows the death last week of a man who had arrived in Kenya after travelling from DR Congo.
人工智能推波助澜，网络攻击席卷日本
关键基础设施成为网络攻击浪潮的目标，大量消费者数据遭到泄露，官员称日本处于“网络空间紧急状态”。日本网络安全本就薄弱，人工智能的发展让发动攻击变得更为容易。 Haiyun Jiang/The New York Times 日本遭遇了一波网络攻击，企业和政府均受影响。
Sky turns orange as wildfires rage across Indonesia
An orange haze is blanketing Indonesia’s Central Kalimantan as wildfires rage across the province.
Angry Youth in Aging Europe
A bitter generational battle over resources is boiling over as economic growth on the continent stalls.
Why Chinese College Grads Are Becoming Farmers
Facing a competitive job market, college graduates in China are trading corporate jobs for farming, equipped with smartphones and tech skills.
Recording device hidden in toilet paper found in top-secret OpenAI meeting room
OpenAI engineer faces 5 years and $250K fine as FBI lobs foreign spy charges.
从身材评判到隐私失守，儿童手表乱象何解？
儿童产品不是成人设备的缩小版，其核心指标不应是功能数量、用户时长或商业转化率，而应是“适童化”程度，是否契合儿童认知水平，是否尊重发育节律，是否预留成长弹性。 作者：闫玉巧 封图：图虫创意 当一块本应守护安全的儿童手表，开始以“体重超过99%同龄女孩”为标签评判青春期少女时，它便背离了让家长能随时联系到孩子、掌握位置、保障安全的初衷，成了衡量孩子身材的工具。 2026年8月，小天才电话手表一则健康监测截图引发广大家长的激烈讨论。身高167厘米、体重50.5公斤的女孩，BMI(BMI是通过身高和体重计算得出、用来评判人体胖瘦程度的身体质量指数)仅为18.1，却被系统标注“偏重”。
Kenya reports second Ebola case
In tonight's edition, Kenya confirms a second case of Ebola. Also, Nobel Peace Prize winner Navi Pillay warns that international justice is facing growing pressure. And millions of people in Nigeria have been without Tiktok for about a month.
县城医院里，有太多“再等等”的女性
杨朝英现在的大部分时间，都在家里绣花。 针从布的一面穿到另一面，彩色丝线一点点组成图案。她会织布、做蜡染，也会做苗族服装。最拿手的是一套由披肩、腰带和围腰组成的“三件套”，从扯麻、纺线、织布到刺绣，工序大多由她自己完成。一套卖一千六百多，男装一千五，女装她卖得比别人低一些。“有人要就卖，没人要就放着。”不算多，但对现在的她来说，这是身体能够承受，也能够长久做下去的工作。 在生病以前，刺绣并不是她主要的生计。那时候她可以外出打工，可以下地，农忙时背着一筐农家肥上山。对一个生活在贵州仁怀后山乡的女性来说，身体能力就意味着劳动能力：能背、能扛、能下地，日子就能一天一天往前过。
Mauritius reels from worst riots in decades after woman shot by police
Prime Minister Navin Ramgoolam imposed a curfew after days of unrest that first began over water shortages.
科研 (1)
对话慕再陈诗华：厄尔尼诺事件是全球风险环境持续演变的重要信号
在陈诗华看来，厄尔尼诺事件像是现有风险格局的放大器，是全球风险环境持续演变的一个重要信号。 作者： 姜鑫 封图：图虫创意 2.94℃——这是赤道中东太平洋区域9月的海温指数，意味着这一区域的海水温度比常年均温高出了近3℃。 海水“发烧”是厄尔尼诺现象硬性指标。近期，国家气候中心提示，2026年9月已正式形成一次超强厄尔尼诺事件。 变化已经在今年夏天发生：吐鲁番东坎站最高气温49.8℃，破我国国家气象站观测纪录；华北地区雨季偏长20天、雨量偏多七成以上；全国609条河流超警；