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本文来自微信公众号： 万点研究 ，作者：程一章Anthropic的竞争对手放缓了脚步，而私募市场已很难继续容纳这只“吞金兽”。2026年10月26日上午，Anthropic向美国证券交易委员会递交S-1注册声明，计划在纳斯达克全球精选市场挂...
本文来自微信公众号： 大橘财经 ，作者：翁彬凯《华尔街日报》近日亮相长文披露，苹果公司长期依靠高采购量带来的议价能力，迫使闪存芯片厂商大幅降价——直到AI超大规模云服务商扩大芯片需求、抬高价格，动摇苹果公司在闪存行业的主导地位。而闪存芯片供...
本文来自微信公众号： Internet Law Review ，作者：张颖，原文标题：《快评：阿里赢了禁令，为何股市却跌了？ ——1260H清单的真正威胁》2026年10月26日，阿里巴巴在美国法院赢得了法官Eumi K.Lee签发初步禁...
本文来自微信公众号：数字成色，作者：Aria，题图来自：视觉中国10 月 26 日，Anthropic 公开提交 S-1 文件，申请在纳斯达克上市，股票代码为ANT，发行股数和价格区间尚未确定，需要注意的是，媒体热议的 1.5 万亿至 2 ...
本文来自微信公众号： 领导者管理笔记 ，作者：张三峯职场上有一个巨大的认知偏差。大多数人对"工作能力强"的理解，是技能熟练度。PPT做得比别人漂亮，代码写得比别人快，数据分析得比别人深。你让他们评价谁能力强，他们的标准是"这人技术好不好"。...
本文来自微信公众号： 太空与网络 ，作者：李刚星链限速罗生门带来的思考——商业航天的穿透式监管势在必行2026年10月，一场围绕星链服务支持被人为限速的争议，让全球商业航天在工艺叙事之外看到了更复杂的议题，暴露出战略性空间信息基础设施更深层...
图片来源：界面图库 界面新闻记者 | 韩理 随着2026年公募基金三季报披露完毕，公募机构资金调仓路径浮出水面。 整体来看，三季度，基金经理在坚守科技成长主线的同时，显著加大了对红利资产、部分顺周期板块的配置，展现出典型的“哑铃型”策略——...
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