OPENAI 流氓特工在重大黑客攻击之前探测了 Hugging Face 研究人员表示，流氓 OpenAI 特工在 5 月份劫持了两个 Hugging Face 帐户并探测其网络是否存在漏洞，此时距离 7 月份重大网络事件发生近两个月。没有证据显示五月的活动
OPENAI ROGUE AGENTS PROBED HUGGING FACE BEFORE MAJOR HACK Researchers say rogue OpenAI agents hijacked two Hugging Face accounts and probed its network for vulnerabilities in May, nearly two months before the major July cyber incident. No evidence shows the May activity
FED: WHAT WALL STREET EXPECTS FROM WARSH TODAY Major banks are focused on how Kevin Warsh frames the path ahead if the Fed hikes today: Barclays: Expects Warsh to stress solid growth, near-full employment and inflation still too high, broadly maintaining his previous hawkish
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据报道，沙特阿美公司的目标是在六周左右全面恢复产能。
Saudi Aramco is reportedly targeting a full return to capacity in around six weeks.
SAUDI PIPELINE COULD RESTORE HALF ITS CAPACITY WITHIN DAYS Saudi Arabia is working to restore roughly half the capacity of its East-West oil pipeline within days by bypassing a section damaged in last week’s drone attacks. Saudi Aramco is reportedly targeting a full return to
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OPENAI 挑战苹果与马斯克的秘密协议 在 OpenAI 寻求了解马斯克反垄断案件中的条款后，一名联邦法官命令 X 和 SpaceXAI 披露他们与苹果的协议。 X 最近解决了针对 Apple 的索赔，但仍在继续针对 OpenAI 的案件。
OPENAI CHALLENGES SECRET APPLE-MUSK AGREEMENT A federal judge ordered X and SpaceXAI to disclose their agreement with Apple after OpenAI sought access to the terms in Musk’s antitrust case. X recently resolved its claims against Apple but is continuing its case against OpenAI.
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*沙特寻求在几天内恢复一半的主要石油管道
*SAUDIS SEEK TO RESUME HALF OF KEY OIL PIPELINE WITHIN DAYS
STOCKS RISE AS YIELDS RETREAT AHEAD OF FED Global stocks moved higher ahead of today’s Fed rate decision, with markets pricing more than a 90% chance of a 25bp hike. The S&P 500 gained 0.26% and Nasdaq 0.60%, while the 10-year Treasury yield retreated to 4.963%. Oil also
JPMORGAN MAPS FED DAY: STOCKS COULD SWING 2% JPMorgan says Fed communication could determine whether stocks rally or sell off after today’s widely expected 25bp hike. A standard hike with limited guidance could lift the S&P 500 0.25%–0.75%, while a hike paired with a stronger
FED DOT PLOT COULD SIGNAL ANOTHER 2026 HIKE The Fed’s updated Dot Plot is expected to show rates ending 2026 near 4.1%, implying another hike after today’s anticipated 25bp increase. The bigger question is 2027: projections may still signal eventual rate cuts even after
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赖特：通过曼德海峡获得更多流量将会有所帮助
WRIGHT: GETTING MORE FLOW THROUGH BAB EL-MANDEB STRAIT WOULD BE HELPFUL
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赖特：昨天有 1800 万桶石油从波斯湾流出
WRIGHT: 18 MLN BARRELS FLOWED OUT OF PERSIAN GULF YESTERDAY
IRANIAN ATTACK HITS U.S.-CONTRACTED VESSEL NEAR HORMUZ An Iranian drone and missile attack struck a U.S.-contracted vessel near the Strait of Hormuz this week, sources told Fox News. The reported strike comes amid persistent threats to commercial shipping through one of the
YARDENI SLASHES S&P 500 TARGET Wall Street bull Ed Yardeni cut his year-end S&P 500 target to 7,900 from 8,400, citing rising bond yields and increased downturn risks over the next 3–6 months. He lowered his expected forward P/E multiple to 18.6 from 19.8. Yardeni still sees
MARKETS MAY BE PRICING TOO MANY RATE HIKES Markets now expect four 25bp Fed hikes over the next year, taking rates to roughly 4.6%, as surging energy prices revive inflation fears. Traders also see the ECB reaching 3.25% and BoE 4.75%. Reuters Breakingviews argues expectations
U.S. MORTGAGE PAIN DEEPENS AS RATES NEAR 7% U.S. mortgage applications fell 4.1% last week to their lowest since May 2025, with refinancing applications plunging 8.8%. The 30-year conforming mortgage rate climbed to 6.97%, while jumbo rates jumped to 7.03%. Market angle: with
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*众议院民主党人寻求两党的人工智能保障：政治
*HOUSE DEMOCRATS SEEK BIPARTISAN AI SAFEGUARDS: POLITICO
MICHAEL BURRY JOINS NEW SHORT-FOCUSED FUND “Big Short” investor Michael Burry is joining Minerva Investment Management as senior adviser to help launch a new short-biased fund expected within a month. Burry has recently targeted AI hyperscalers and chipmakers, criticizing
LAVROV WARNS EUROPE AGAINST ATTACKING RUSSIA Russian Foreign Minister Sergey Lavrov says Moscow has no intention of attacking Europe, but issued a stark warning against any European strike on Russia. “If Europe attacks Russia, the war will be short,” Lavrov said, invoking an
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🇺🇸 今日看点 — 美国市场 8:30 AM ET — 🇺🇸 零售销售 8:30 AM ET — 🇺🇸 进出口价格 10:30 AM ET — 🛢️ EIA 石油库存 1:00 PM ET — 🇺🇸 国债拍卖 2:00美国东部时间下午 — 🏦 FOMC 利率决策 + 点阵图 东部时间下午 2:30 — 🎙️ 美联储主席凯文·沃什 (Kevin Warsh) 新闻发布会
🇺🇸 WHAT TO WATCH TODAY — U.S. MARKETS 8:30 AM ET — 🇺🇸 Retail Sales 8:30 AM ET — 🇺🇸 Import & Export Prices 10:30 AM ET — 🛢️ EIA Oil Inventories 1:00 PM ET — 🇺🇸 Treasury Auction 2:00 PM ET — 🏦 FOMC RATE DECISION + DOT PLOT 2:30 PM ET — 🎙️ Fed Chair Kevin Warsh Press Conference
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SK 海力士公司：关于 SK 海力士与英特尔之间关于在美国生产存储芯片的谈判，尚未确认任何计划。
SK HYNIX INC: NO PLANS HAVE BEEN CONFIRMED REGARDING THE REPORTED TALKS BETWEEN SK HYNIX AND INTEL ON MEMORY CHIP PRODUCTION IN THE U.S.
What the disloyal leaks about Iran prove about Trump: https://www.washingtonpost.com/opinions/2026/08/27/iran-trump-took-an-enemy-its-word-if-only-past-leaders-had/
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伊朗格什姆岛发生多起爆炸——伊朗通讯社援引当地消息人士的话称
SEVERAL EXPLOSIONS HEARD ON IRAN'S QESHM ISLAND -IRNA CITING LOCAL SOURCES AS SAYING
*VANCE AGREES WAR WILL END AFTER MIDTERMS: NY POST *VANCE SAYS IRAN WAR WILL ENTER ‘MUCH DIFFERENT PHASE’: NY POST *VANCE TO NYP: IRAN OCCASIONALLY SHOOTING AT COMMERCIAL SHIPPING *VANCE TO NYP: US NOT ENGAGED IN AGGRESSIVE OPERATIONS IN IRAN
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OPENAI 首席财务官 FRIAR 表示，如有必要，将在前沿放慢速度 - CNBC
OPENAI CFO FRIAR SAYS WILL PACE THE FRONTIER AND SLOW DOWN IF WE HAVE TO - CNBC
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OPENAI 首席财务官 SARAH FRIAR 强调“需要认真对待人工智能风险的安全” - CNBC
OPENAI CFO SARAH FRIAR EMPHASIZES ‘NEED TO TAKE SAFETY SERIOUSLY’ ON AI RISKS- CNBC
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NVIDIA CEO JENSEN HUANG: DO NOT NEED NEW LAWS OR REGULATIONS FOR AI SAFETY - SALESFORCE EVENT NVIDIA CEO: ON AI SAFETY, SAYS COMPANIES SHOULD PACE THEMSELVES UNTIL THEY ARE ARE CONFIDENT THEY ARE RELEASING SOMETHING THE MARKET WOULD APPRECIATE
【华尔街见闻】华尔街大多头Yardeni转趋谨慎，下调标普500指数目标至7,900点 华尔街最看好美股的人士之一Ed Yardeni下调了标普500指数的年末目标，仅一个月前他才刚刚上调这一预测，理由是未来三到六个月经济下行的风险正在上升。 Yardeni Research Inc.总裁兼首席投资策略师Yardeni将标普500指数年末目标从8,400点下调至7,900点。此前8,400点的目标截至上月还是华尔街最高预测。新的目标位意味着该指数较周二收盘水平还有4.1%的上涨空间。根据彭博对20多位策略师的调查，这一预测目前处于中游水平。 Yardeni在给客户的报告中写道，“鉴于近期债券收益率回升，我们将标普500指数年底的预期市盈率估值从19.8倍下调至18.6倍，因此也将年末目标从8,400点下调至7,900点。” 这位资深策略师8月份才将标普500指数目标从8,250点上调至8,400点。当时，在“极其强劲”的盈利增长势头推动下，这一水平进一步刷新了他自己原本已是华尔街最高的目标预测。
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意大利总理梅洛妮：只要执政党（在议会）的多数派席位稳固，（相信）我将继续担任总理。
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【华尔街大多头Yardeni下调标普500指数目标至7,900点】财联社9月16日电，华尔街最看好美股的人士之一Ed Yardeni下调了标普500指数的年末目标，理由是未来三到六个月经济下行的风险正在上升。Yardeni Research Inc.总裁兼首席投资策略师Yardeni将标普500指数年末目标从8,400点下调至7,900点。此前8,400点的目标截至上月还是华尔街最高预测。新的目标位意味着该指数较周二收盘水平还有4.1%的上涨空间。Yardeni在给客户的报告中写道，“鉴于近期债券收益率回升，我们将标普500指数年底的预期市盈率估值从19.8倍下调至18.6倍，因此也将年末目标