#微软停更Windows10# 【#微软停止Windows10技术支持功能和安全更新# 】 当地时间10月12日，微软 发布提醒称，Windows 10将于2025年10月14日结束支持，届时将不再提供技术支持、功能更新和安全 更新。如果用户有运行Windows 10的设备，微软建议将其升级到Windows 11。提醒称，如果设备不符 合在Windows 11运行的技术要求，建议用户参加Windows 10扩展安全更新（ESU）计划，或更换支持 Windows 11的设备。 ...

Market Overview - The three major indices in the U.S. experienced a strong rebound, with President Trump indicating he would not implement the threatened "significant tariff increases," which provided hope for negotiations [1] - The S&P 500 index reached a new high, driven by a surge in technology stocks, although concerns about inflated valuations and potential market bubbles were raised [1] - The Dow Jones Industrial Average rose by 587.98 points (1.29%) to 46067.58, the Nasdaq increased by 490.178 points (2.21%) to 22694.608, and the S&P 500 gained 102.21 points (1.56%) to 6654.72 [1] European Market - The German DAX30 index increased by 139.27 points (0.57%) to 24406.07, while the UK FTSE 100 rose by 14.38 points (0.15%) to 9441.85 [2] - Other European indices also saw gains, with the French CAC40 up by 16.26 points (0.21%) to 7934.26 and the Euro Stoxx 50 rising by 37.73 points (0.68%) to 5569.05 [2] Commodities - Crude oil prices saw an increase, with light crude for November delivery rising by $0.59 to $59.49 per barrel (1.0% increase) and Brent crude for December delivery up by $0.59 to $63.32 per barrel (0.94% increase) [2] Cryptocurrency - Bitcoin rose by 0.71% to $115,909, while Ethereum increased by over 2.6% to $4,270.14 [3] Precious Metals - Spot gold surpassed $4,111, gaining over 2% during the day, while spot silver broke through $52 [4] Macroeconomic Insights - Federal Reserve official Paulson indicated support for two more rate cuts this year, each by 25 basis points, suggesting that tariffs should not significantly impact consumer prices [5] - Morgan Stanley analysts forecast continued weakness in organic sales for consumer goods in Q3, with expectations of a slight improvement by 2026, driven partially by tariff-related price increases [6][7] - Standard Chartered analysts noted that if U.S. economic momentum persists, further rate cuts in 2026 may be unlikely, potentially leading to higher dollar and U.S. Treasury yields [7] Company News - Microsoft is facing a new antitrust class action lawsuit, accused of illegally raising ChatGPT prices through a secret agreement with OpenAI [8] - Strategy, a Bitcoin reserve company, invested $27 million to increase its Bitcoin holdings, now totaling 640,250 coins, representing about 3% of the circulating supply [9] - Oracle's CEO expressed confidence in OpenAI's ability to cover its substantial cloud infrastructure costs, estimated at $60 billion annually [10]

Core Insights - The upcoming console generation, particularly the PlayStation 6 and the next Xbox (codenamed 'Magnus'), is expected to see Microsoft take a lead in performance based on leaked specifications [1][2]. Technical Specifications - The next Xbox is rumored to have superior technical specifications, including more CPU cores, higher CPU frequency, and more Compute Units (CUs) compared to the PlayStation 6 [4]. - The Xbox Magnus is expected to deliver better performance in 100% of games, a consistency not observed in the current generation [4]. - Sony's PlayStation 6 is projected to have significant AI capabilities, with a performance of approximately 1200 TOPs, a substantial increase from the PS5 Pro's 300 TOPs [5]. Memory and System Architecture - The Xbox Magnus is anticipated to feature 36GB of RAM, while the PlayStation 6 may have 30GB, marking an increase from the 16GB in the current generation consoles [6]. - A rumored PlayStation handheld could come with 24GB of RAM, indicating a focus on enhancing gaming experiences with ray-tracing and AI [6]. Market Positioning - Sony is expected to offer two distinct systems in the next generation, while there is no indication of a lower-spec Xbox model being planned [7]. - Both consoles are reportedly targeting a launch in 2027, suggesting a competitive landscape for technological advancements in gaming [7].

Core Insights - Microsoft is undergoing workforce optimization, particularly affecting its Azure cloud business team [1][3] - The new severance package offers N+4 compensation, differing from the previous N+7 plan, and does not include additional signing bonuses [3] - Employees have the option to relocate to Australia; refusal to accept this option may result in termination [3] - This restructuring is part of a broader trend, marking the sixth round of layoffs since May, with over 15,000 employees affected across key departments [3] Company Actions - Microsoft communicated the changes through an email titled "Important Business Update" to its Shanghai team [1] - The company emphasizes that organizational changes are a necessary and routine part of business management [3] - Microsoft plans to continue prioritizing investments in strategic growth areas to support customers and partners [3]

Market Performance - Major U.S. stock indices closed higher, with the Dow Jones up 1.29%, Nasdaq up 2.21%, and S&P 500 up 1.56% [1] - Popular tech stocks saw significant gains, with Broadcom rising over 9%, Tesla up over 5%, adding approximately $74.5 billion (around 532 billion RMB) to its market value, Google up over 3%, and Nvidia up over 2% [2] Stock Highlights - Notable stock performances included: - Tesla (TSLA) at $435.90, up 5.42% with 7.93 million shares traded - Nvidia (NVDA) at $188.32, up 2.82% with 15.3 million shares traded - Broadcom (AVGO) at $356.70, up 9.88% with 4.59 million shares traded - AMD at $216.42, up 0.71% with 6.29 million shares traded [3] - Other tech stocks such as Apple, Amazon, Microsoft, Oracle, and Meta Platforms also experienced gains, with Apple up 0.97%, Amazon up 1.71%, and Microsoft up 0.60% [4] Sector Performance - The cryptocurrency mining, precious metals, and semiconductor sectors showed strong performance, with Bitfarms up over 28%, Nanwei Semiconductor up over 21%, and Arm up over 11% [4] - Conversely, the tobacco, food, and weight-loss sectors declined, with Beyond Meat down over 48% and General Mills down over 2% [4] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 3.21%, with significant gains in popular Chinese stocks such as Century Internet up over 10%, NIO up 7%, and Alibaba and JD.com up over 4% [5][6] Economic Indicators - The FTSE A50 futures index rose by 0.17%, closing at 14,830 points [7] - Offshore RMB (CNH) against the USD was reported at 7.1383, appreciating by 70 points from the previous week [7] - International oil prices increased, with WTI crude oil up by $0.59 to $59.49 per barrel, a 1.00% rise, and Brent crude oil up by $0.59 to $63.32 per barrel, a 0.94% rise [7] - COMEX gold futures rose by 3.24% to $4,130 per ounce, and silver futures increased by 7.47% to $50.775 per ounce [7] Upcoming Financial Reports - Major financial institutions including JPMorgan, Goldman Sachs, Citigroup, and Wells Fargo are set to release their Q3 earnings this week, which will be closely monitored for insights into the current economic conditions in the U.S. [7] - The Federal Reserve will also release its Beige Book on the U.S. economic conditions this week, with several officials scheduled to speak [8][9]

【原油】纽约商品交易所11月交货的轻质原油期货价格上涨59美分，收于每桶59.49美元，涨幅为 1.0%；12月交货的伦敦布伦特原油期货价格上涨59美分，收于每桶63.32美元，涨幅为0.94%。 【加密货币】比特币上涨0.71%，报115909美元；以太坊涨超2.6%，报4270.14美元。 【美元指数】衡量美元对六种主要货币的美元指数当天上涨0.3%，在汇市尾市收于99.274。截至纽约汇 市尾市，1欧元兑换1.1568美元，低于前一交易日的1.1609美元；1英镑兑换1.3334美元，低于前一交易 日的1.3346美元。1美元兑换152.29日元，高于前一交易日的151.72日元；1美元兑换0.8041瑞士法郎，高 于前一交易日的0.8013瑞士法郎；1美元兑换1.4037加元，高于前一交易日的1.4000加元；1美元兑换 9.5055瑞典克朗，低于前一交易日的9.5216瑞典克朗。 【贵金属】现货黄金突破4111美元，日内涨超2%；现货白银突破52美元。 【宏观消息】 科技股的迅猛上涨推动标普500指数再创新高，但同时也推高了估值，引发股市泡沫隐忧。Gabelli基金 经理John Belton表示： ...

每经编辑｜张喜威 王晓波 V国新室将于10月14日举行"高质量完成 五'规划"系列主题新闻发布会，介绍"十P 粮食流通改革发展成效 ②德国9月CPI数据将公布 3 欧元区10月ZEW经济景气指数将公布 4 美国IMF公布《全球经济展望报告》 5 甲骨文Al World大会将召开 1 隔夜市场 美股三大指数集体收涨，道指涨1.29%，纳指涨2.21%，标普500指数涨1.56%，热门科技股普涨，博通涨超9%，特斯拉、甲骨文涨超5%，谷歌涨超3%，英 伟达涨超2%；加密矿企、贵金属、半导体涨幅居前，Bitfarms涨超28%，纳微半导体涨超21%，Arm涨超11%，美光科技、泛美白银涨超6%，高通涨超5%。 烟草食品、减肥药板块走低，Beyond Meat跌超48%，通用磨坊跌超2%，礼来跌超1%。纳斯达克中国金龙指数涨3.21%，中概股普涨，世纪互联涨超10%， 蔚来涨近7%，名创优品涨超5%，阿里巴巴、京东涨超4%，小鹏汽车、百度涨超3%。 现货黄金涨2.29%，报4110.02美元/盎司，再创新高，盘中最高报4117.02美元/盎司；现货白银大涨4.39%，报52.33美元/盎司，续刷历史新高；COMEX黄 ...

Economic Indicators - China's September exports rose by +8.3% year-on-year, exceeding expectations of +6.6% and marking the largest increase in six months [1] - September imports in China increased by +6.4% year-on-year, surpassing expectations of +1.8% and representing the largest rise in 17 months [1] Market Reactions - Stock indexes experienced a sharp rise on Monday, recovering some losses from the previous Friday's plunge, driven by a softening of the Trump administration's rhetoric towards China [5][6] - The S&P 500 Index closed up +1.56%, the Dow Jones Industrials Index rose by +1.29%, and the Nasdaq 100 Index increased by +2.18% [6] Corporate Earnings - More than 22% of S&P 500 companies provided guidance for Q3 earnings that are expected to exceed analysts' expectations, the highest in a year [10] - Q3 profits are projected to rise by +7.2%, the smallest increase in two years, while sales growth is expected to slow to +5.9% from 6.4% in Q2 [10] Sector Performance - Chipmakers and AI infrastructure stocks rallied, with Broadcom's shares jumping over +9% following a multi-year agreement with OpenAI [5][15] - Rare earth stocks surged due to tensions between China and the US, with Critical Metals closing up more than +53% [17] - Mining stocks also increased as gold prices rose more than +3% to an all-time high, benefiting companies like Coeur Mining and Newmont [18] Upcoming Events - The market will focus on trade or tariff news and attempts to reopen the government, with major banks set to release Q3 earnings results [9]

Core Insights - PicPay aims to raise $500 million in a U.S. initial public offering (IPO) potentially occurring this year [1] - The company is currently in discussions with banks regarding the IPO, with the size and timing subject to change [2] - PicPay's previous IPO plans were abandoned in 2021 due to unfavorable market conditions, but the company is now looking to enhance its global visibility and attract new investors [3] Financial Performance - In the first half of 2025, PicPay reported a tripling of net profit year-over-year and a 91% increase in revenue [4] - The number of accounts grew by 13% year-over-year, reaching 64 million, while active users increased by 14%, totaling 41.3 million [4] Strategic Partnerships and Innovations - In November 2024, PicPay partnered with Meta and Microsoft to offer access to Brazil's Pix instant payment system via WhatsApp, aiming to enhance payment adoption [6] - The CEO emphasized the company's focus on profitable growth and customer engagement, positioning PicPay as a primary banking option for millions in Brazil [5]

"请自带笔记本电脑（Windows 10以上系统）"，因培训机构对电脑配置的要求，刘枫（化名）入手了一 台搭载Windows 11的笔记本电脑给孩子学习。 "对Windows 10的支持将于2025年10月结束。"微软一年多前便发布了官方通知，"2025年10月14日之 后，Microsoft将不再为Windows 10提供来自Windows更新的软件更新、技术协助或安全修补程序。你的 电脑仍可正常工作，但我们建议迁移到Windows 11。" 这一持续十年的系统服务落幕，将直接影响约2.4亿台电脑，使它们面临"无安全补丁、无官方支持"的 裸奔风险，其中部分设备因硬件限制无法升级至Windows 11。这场全球PC领域的"系统迁徙"，正倒逼 国内用户和企业在付费续命、硬件换新和国产替代之间做出选择。 根据微软的官方公告，停服后Windows 10设备将彻底失去三大核心支持：安全更新、技术支持、功能 优化。尽管设备仍可开机运行，但如同"拆除了防火墙的城堡"，极易成为黑客攻击的目标。 摆在用户面前的有三条路：升级系统、付费保障、更换新机。刘枫选择换机，但他并不情愿："我的电 脑不支持升级系统，不然我不会买新的。" ...