#观察 微软Azure，亚马逊AWS，Cloudflare这些美国主流的云服务商近几个月先后出现全球性的严重故障，都是数小时级别的。。。 ...

#观察 X似乎遭遇了严重的网络问题，一度无法正常使用，目前也无法发布图片与视频。Cloudflare、AWS、OpenAI等平台也同时出现问题。 ...

#观察 X似乎遭遇了严重的网络问题，一度无法正常使用，也无法发布图片。 ...

小米集团第三季度营收1131.2亿元，预估1125亿元人民币；智能电动汽车及AI等创新业务分部收入为290亿元，创历史新高。其中，智能电动汽车收入为283亿元，其他相关业务收入为7亿元。2025年第三季度，智能电动汽车及AI等创新业务分部首次实现单季度经营盈利，本季度经营收益为7亿元。前三季度累计资本开支达到约130亿元，同比增长86.7%。今年以来，股票回购金额达港币约15.4亿元，即约3410万股股票。 ...

百度集团第三季度营收311.74亿元，同比降7%，预估308.7亿元。核心收入247亿元，同比降7%，预估242.9亿元。调整后EBITDA 44.29亿元，同比降49%，预估41.6亿元。第三季度调整后营业利润22.05亿元，同比降69%，预估21.2亿元。AI应用收入26亿元，同比增6%。AI原生营销服务收入28亿元，同比增262%。#行情 百度美股盘前一度涨近3%。 ...

日媒NEWS Post Seven消息称，高市早苗可能会在12月26日参拜靖国神社。报道提到，高市早苗在担任大臣期间，几乎每年春秋两季祭典都会参拜靖国神社，包括8月15日，自她就任自民党总裁后，未曾参拜靖国神社，报道指如今与中国、与韩国的峰会都已结束，随着国会休会，她参拜靖国神社所面临的外交和政治限制减少。 ...

#报告 法兴银行外汇观点：美国数据即将回归——会“吓人”还是“难看“？None (@None):None ...

Market Sentiment & Positioning - Bank of America's global fund manager survey indicates that bullish positioning is a headwind for risk assets, not a tailwind [1] - Extremely low cash levels at 37% are considered a "sell signal" [1] - Global investors are most overweight on stocks since February 25 and most overweight on commodities since September 2022 [1] Investment Concerns & Risks - Fund managers believe corporations are "overinvested" for the first time in nearly 20 years [1] - 54% of respondents view long positions in the Magnificent Seven as the most crowded trade [1] - 45% of respondents consider an AI bubble to be the biggest tail risk [1] - Overheated conditions will face further correction if the Federal Reserve does not cut interest rates [1] Vulnerable Markets - Emerging markets and banks are most susceptible to a typical risk-off move in the fourth quarter [1]

#数据 国家统计局发布10月份分年龄组失业率数据：全国城镇不包含在校生的16-24岁劳动力失业率为17.3%，较上月下降0.4个百分点。全国城镇不包含在校生的25-29岁劳动力失业率为7.2%，与上个月持平。全国城镇不包含在校生的30-59岁劳动力失业率为3.8%，下降0.1百分点。 https://t.co/70EavNUH9w ...

Diplomatic Engagement - Japan's Ministry of Foreign Affairs Asia and Oceania Bureau Director General, Kanai Masaaki, visited China starting yesterday [1] - Kanai Masaaki met with Liu Jinsong, Director General of the Asian Department of the Chinese Ministry of Foreign Affairs [1] - The visit and meetings are confirmed by both Chinese and Japanese sources [1][2] Key Personnel - Kanai Masaaki is the Director General of the Asia and Oceania Bureau of Japan's Ministry of Foreign Affairs [1][2] - Liu Jinsong is the Director General of the Asian Department of the Chinese Ministry of Foreign Affairs [1][2]