美伊僵局持续胡塞武装夺取红海战略要地沙特承受巨大压力、欧盟邀请加拿大成为准成员国、美联储时隔三年加息25基点、Anthropic创始人Amodei呼吁暂缓开发先进人工智能、中美元首峰会前瞻

美伊僵局持续胡塞武装夺取红海战略要地沙特承受巨大压力

• 胡塞武装夺取也门红海战略要地 曼德海峡航运恐受更大牵制
• 美国防部伊战报告证实弹药库存短缺 “史诗怒火”行动成本超330亿美元
• 夺占红海港口、持续袭击沙特：也门胡塞武装何以异军突起？
• 从“第51州”到霍尔木兹海峡：特朗普不断延伸的“美国版图”
• 伊朗对美提交7项谈判条件 称已为决定性战争做好准备
• Trump’s Iran Sanctions Have a China Problem
• Five ways the Iran energy shock is wrongfooting the world
• 伊朗多次袭击、美国不愿介入：沙特面临“最坏情况”
• 美国司法部称两家中国公司利用必安帮助伊朗洗钱
• US prosecutors say Chinese groups used Binance to launder $61mn from Iranian oil deals
• 成本高昂、弹药短缺：报告披露美国伊朗战争的代价
• Trump administration approves $24bn sale of F-35 jets to Saudi Arabia
• 美国情报官员：中国试图通过沙特获取F-35战斗机技术
• 紀錄片《NAZA》揭以軍AI殺戮系統：威尼斯獲獎後，導演恐遭以色列撤銷國籍
• 全球经济回旋余地正在减少，前景恶化
• 美国提出延长对伊朗核计划监督期限，中俄投票否决
• 中国储备巨量石油，或将主导全球能源格局
• 中国伊朗利用开源AI展开大规模影响力行动
• Oil hits $109 after Saudi Arabia closes vital export pipeline
• Ten-year Treasury yield hits 5% for first time since 2023
• Trump’s Iran war has cost US $38bn and caused munitions ‘shortfall’
• Chinese oil prices hit record highs after attacks on Saudi pipeline
• Trump oil ally Harold Hamm to invest in Venezuela
• Saudi Arabia quits China-led cross-border currency platform
• US retailer rations motor oil as prices quadruple and supplies run dry
• Slide in oil prices drives rebound in battered government bonds
• 最新财新周刊｜战争考验迪拜

欧盟邀请加拿大成为准成员国

• Why India Wants Peace in Ukraine—and China Doesn’t
• Russian elections: stagnant politics and economy, unending war
• Zelenskyy imposes sanctions on former aide turned critic
• “科技仙境”莫斯科：是数字乌托邦，也是监控陷阱
• Ukraine hits Moscow with ‘largest ever’ drone attack
• Trump calls on Ukraine to stop striking Russian oil refineries
• Donald Trump claims Russia and Ukraine have agreed energy truce
• Donald Trump presses Volodymyr Zelenskyy to stop hitting Russian refineries
• 欧盟邀请加拿大成为“准成员国”，这意味着什么
• France in ‘astonishing’ push to lift EU sanctions on Russian oligarch
• Russian businessman bankrolls Donald Trump Jr’s Bahamas wedding after-party
• Donald Trump says son paid back Russian businessman for wedding weekend gift
• Russian warship fires flares at Danish helicopter over Baltic Sea
• US charges five people linked to Russian ‘assassination network’
• EU capitals rebuff Mark Carney’s ‘unique alliance’ with Canada
• Ursula von der Leyen backs Canada’s ‘associate membership’ bid
• Why Mark Carney’s romance with Europe can only go so far
• Donald Trump suggests EU-Canada associate member deal would be ‘hostile act’
• EU alliance to make Canada ‘better partner for the US’, says Mark Carney
• Donald Trump says US has deal with Denmark for ‘control’ of Greenland’s security

美联储时隔三年加息25基点

• Just Waiting for Disinflation is Not Enough
• 美联储加息落地，还要加息几次？
• 洪灝：沃什如期加息，交易如何布局
• Getting to know Mr Warsh
• The QT endgame at the BoE
• 美联储时隔三年上调利率25基点 官员预计年内再加息一次(含视频)
• 等降息，等来一次加息
• 美联储加息落地 人民币兑美元汇率为何不贬反升（更新）
• Warsh and Trump on collision course as investors expect Fed to raise rates
• Fed should defy Donald Trump with rate rise, top economists say
• Federal Reserve defies Donald Trump with first rate rise since 2023
• Donald Trump fails to bend the Federal Reserve to his will
• After Warsh’s strong start, how high will rates need to go?
• Yen sinks after Bank of Japan raises rates to highest level since 1995
• White House attacks Fed official after review of Silicon Valley Bank collapse

Anthropic创始人Amodei呼吁暂缓开发先进人工智能

• 彭文生 ｜ AI 经济：价值创造与价值攫取的思考框架
• 全球芯片、AI股齐跌 Anthropic、OpenAI等呼吁放缓AI引发恐慌
• AI debt vs Treasuries
• 华为宣布下代芯片昇腾960及NPO超节点产品量产计划 瞄准智能体需求
• 当AI巨头开始在数学中圈地，数学家必须找准前进的方向
• In China, A.I. Is Moving Forward While the Economy Lags Behind
• What Amodei’s Call for an AI Pause Gets Wrong
• Nuclear fusion’s moment of truth
• With AI, ‘I told you so’ will be too late
• Hedging the AI Doomsday Risk
• The era of AI warfare has arrived
• IIPPE 2026 – part one: Mattei, China etc
• IIPPE 2026 part two: AI, imperialism, money and fascism
• What a maths fracas tells us about AI and innovation
• Medical AI has a proof problem
• Does Claude Have Rights?
• How should investors position for the robot apocalypse?
• Why the world’s hottest stock market is a national liability
• Lex in depth: Anthropic at $2tn isn’t far-fetched
• 中国国安部长：人工智能可能对中共执政构成直接威胁
• 特朗普斥AI安全担忧为“骗局”，无意加强监管
• 放缓人工智能发展速度的难题在于中国
• 遏制人工智能威胁为时已晚
• 人工智能时代，中国人还需要学英语吗？
• 科技烏托邦，可以給視障者「一雙眼睛」嗎？｜端傳媒 Initium Media
• 中国不在乎人工智能安全，它只想赢
• Anthropic AI 濫用報告解讀：中國如何用 Claude 監控、詐騙與「非法蒸餾」？
• 中国担忧的是另一种人工智能风险
• 文心可以由 AI 生成嗎？台積電文學獎爭議，與 AI 時代的作者之辯
• 白宫内部关于人工智能威胁的复杂辩论
• Donald Trump rejects calls from tech bosses for AI slowdown
• US tech stocks fall after big AI groups call for slowdown
• Why delaying an AI doomsday would benefit investors too
• Nvidia and Meta bosses reject efforts to co-ordinate AI slowdown
• OpenAI weighs funding round at $1.2tn valuation before IPO
• Why the US and China are at odds on AI threats
• AI bosses’ safety push sparks rift inside OpenAI and Anthropic
• AI must not outrun safety controls, DeepMind co-founder warns
• China’s AI labs must accelerate development, says Huawei chair
• Has AI broken the old VC model?
• OpenAI staff knew the ‘existential threat’ AI posed to publishers, New York Times claims
• Joining the dots between big AI
• AI chatbots give wrong answers to financial queries ‘most of the time’
• 科技爱好者周刊（第 413 期）：再见了，React Native - 阮一峰的网络日志
• 最新财新周刊｜Anthropic：AI“吹哨人”背后
• 人类数学家，终于还是踩进了历史的泥潭

中美元首峰会前瞻

• “习特会”前伊朗外长访华，北京“敲打”华盛顿
• 特朗普向金正恩示好，习近平或借机“卖人情”？
• 习近平以强势姿态访美，特朗普该与他讨论什么？
• 美中讨论建立人工智能国家安全问题通报机制
• US military reveals it has weapons in space
• Scott Bessent to meet He Lifeng in New York ahead of Trump-Xi summit
• China’s US Treasury holdings fall to lowest level since 2008
• CATL develops pick-up truck batteries for US despite trade barriers
• Scott Bessent hails US-China AI dialogue ahead of Trump-Xi meeting
• Chinese rare earth shipments to US drop ahead of Trump-Xi summit

经济

• China’s retail sales of goods, services up 2.5 pct in first eight months
• 1—8月投资降幅扩大至7.2% 统计局称不能简单用增速高低评判投资成效
• China’s Fiscal Pullback Stretches Into August as Spending Slumps
• 8月税收拖累财政收入同比增速降至4.7% 支出由增转降
• China Can Avoid a Financial Crisis. It Can’t Avoid the Cost.
• 统计改革“十五五”规划出炉 如何提高统计数据质量？
• China’s Financial System Boosts Production but Bypasses Demand
• Li Xunlei on China’s Transport Overcapacity
• Yanis Varoufakis: EU Is Finished & China Can Now Pull the Plug on the U.S. Economy (Transcript)
• 余永定：中国的生产效率并不低，基础设施投资远未饱和
• 陆挺：改革社保体系，给有需要的人发钱
• 香港拟强化离岸人民币枢纽地位 港府将带头使用人民币(含视频)
• China to step up proactive support for promising SMEs
• Why Chinese state financiers have come to Canada’s investment summit
• China Signals It’s Finally Starting to Tackle Glut in Car Market
• “南北丰田”有望历史性联手 一汽或将成广汽第二大股东
• 赛力斯与华为合作模式生变 鸿蒙智行面临车企盈利压力(含视频)
• Rebalancing Trade in a Fragmented International Order
• EU asks China to voluntarily limit hybrid car exports
• 多地银行启动个人贷款业务回溯核查 重点关注哪些风险？
• 8月房价数据出炉 北京二手房价半年来首次下降
• 一线城市二手房价连续六月环比上涨 70城中62城仍环比下跌(含视频)
• 住建部：现房销售已是大势所趋
• iPhone 18 Pro电商平台最高降价900元 是“破发”还是引流？
• 商业火箭企业箭元半年融资超23亿元 年底有望首飞
• China Approves Obesity Drug for Severe Fatty Liver Disease
• 最新财新周刊｜创新药盈利之后
• 今天！科创50时隔23个月，首次低于这根趋势线！……
• 太乙出资30亿元救哪吒汽车 背后“真人”叶骥是谁？
• 924快两年了！这两年，颠覆大部分人的三个认知！……
• 太子集团“二号人物”胡小伟伦敦4.7亿元豪宅被冻结(含视频)
• 三名中国红通犯 如何变身犹太“三兄弟”加入德国籍？
• 特稿｜信威未了局：西藏宁算破产重整倒计时
• 缪延亮：美元信任基础被侵蚀，人民币国际化历史条件“不一样”
• 9月最后六天！这一次的长假前，会不会打破“魔咒”？……
• 【404文库】法与情｜兔死狗烹？为政府平台公司融资百亿后，三中间人被控“行贿”
• 最新特别报道｜新股不败的反噬
• The great British (and American) fork in the road
• Nepotism at Berkshire
• Britain, Burnham and tax: the walls close in
• 泰国啤酒豪门丑闻：弟弟指控哥哥性侵，家族试图“封口”
• Michael Dell’s family office leads $7.7bn deal to take insurance broker private
• European capitals barter over Christine Lagarde’s successor at ECB
• How Poland lost $230mn trying to buy Venezuelan oil with crypto
• Mark Walter and Todd Boehly sell Chelsea FC stakes to Clearlake for £950mn
• Barclays hit by staff backlash over return-to-office rules
• HSBC axes $38,000 school fee perk for new Hong Kong bankers
• Warren Buffett’s son to succeed his father as Berkshire Hathaway chair
• Swiss sports brand On signs Kylian Mbappé in blow to Nike
• Nobel economists throw support behind California billionaire tax
• Trafigura to float supertanker arm in first IPO of a business

劳工

• 中国造船业工人：工业克苏鲁正在老去
• 广州多区开学前解聘合同制教师 为何？｜教育观察(含视频)
• 印尼失联客轮被确认倾覆 6人死亡百余人仍下落不明
• 上海放开医保个人账户支付疫苗费用 涉116个自费品种(含视频)
• 香港推11招促进生育 二胎新生儿奖励升至3万港元
• 南方医科大学一8年制本博连读学生坠亡(含视频)
• 再想想 Rethink｜42小时：南医大没跑赢脆弱的谣言
• 顶尖名校博士争当中学老师 如何看待学历高消费？｜教育观察(含视频)
• 稳就业｜又一年青年失业率高企，待业者如何抉择？(含视频)
• 最高检抗诉一起病亡视同工伤案 “48小时”条款何去何从
• Unpacking the real fiscal costs of immigration
• 8月中國維權：俄兩宗工人討薪抗議，均涉中國國企；晉江鞋廠致28死後整頓消防與欠薪｜Whatsnew
• 华特集团工人连日罢工，“耻辱合影”折射教师职业困境｜工劳小报 #91 新闻刊
• 【实证翻译】“逐底竞争”还是多样化的劳动体制？中国电⼦产业的产业迁移、农民工劳动体制的变化与⼯⼈能动性
• 正面连接｜赶在16岁前犯罪的孩子们
• 后叙｜从计生到劝生，一场人口、生育“保卫战”
• 南风窗｜“挂壁”的年轻人，心里其实很痛
• 健闻咨询｜中国新药狂飙背后：5年23875项临床试验，谁来保护受伤、残疾、死亡的受试者？
• 最新财新周刊｜裁掉应届毕业生

性别

• 广州大学城商业区发生持刀伤人案 警方称伤者均无生命危险
• 廣州傷人案：「幸福者退讓」社會的無處可退
• 关注梅花事件，普通人可以做的
• 「跨性別」之前，人們如何「跨越性別」：漢學家蘇成捷談清代中國的性別邊界
• “悉尼妹”大尺度广告引发争议，被批物化女性
• 同志但領導反同志政黨？極右小眾完全指南
• 北京女子孫美華：失蹤26年，她如何流落山東，又為何再次失聯？
• 【404文库】李宇琛｜北京女子孙美华失联26年后在山东被找到，村民：“老头糟蹋她、利用她挣钱”
• 【404文库】李予琛｜孙美华失联26年回京被亲哥反锁，姐姐姐夫发声被封号：“担心她再次失联”
• 【404文库】她意定｜社会监护组织是否能帮到她？
• 获刑5年的人权捍卫者黄雪琴已经刑满
• Making Transnational Ballroom in China
• 极昼工作室｜当农村男人发现自己付不起彩礼
• 三联生活周刊｜爆红、争议与决裂：房主任“进城”的这一年

其他

• China tightens control of overseas travel in sweeping new law
• 2026香港《施政報告》 · 首份五年規劃｜重點解析
• 澳門國安法首案控民主派區錦新，一場「只能意會」的閉門審判
• Beijing launches drone buyback in crackdown after Citic Tower crash
• 法与情｜个人垫钱承包鉴定，云南警官学院副教授被判贪污
• 法与情｜500万高铁运输行贿案续：迟到的无罪证据与三千封控告信
• 【404文库】法与情｜敲诈上海男子1亿元被曝光后，湖南邵阳两公安局长被免职
• 深圳日本人學校刺童案兩週年：沒有「日本」的判決，未知的動機
• 金正恩的“强国”背后，朝鲜人的血泪代价
• 英國分裂危機？蘇格蘭、威爾士、北愛獨立高峰會為何難撼動現狀
• Friedrich Merz fights for survival ahead of German regional elections
• German chancellor Merz vows to stay on despite ‘disaster’ in regional elections
• Supreme Court rejects Donald Trump’s restrictions on mail-in ballots for midterms
• Democrats vow to pursue ‘Trump crime family’ after midterm elections
• 最新封面报道｜济州岛迷雾
• Who Is Responsible for Nepal’s Tragedy?
• 最新财新周刊｜巨灾如何保险
• What It Means for Global Warming to Exceed 1.5°C
• 情况相当复杂｜内蒙污水湖事件：牛羊喝进的污水，最终会流回人的餐桌
• 哪个社交平台更烂？我作为博主的爱和恨
• 这不是革命：社会主义者成为老板以后
• 全球顶尖高校“学位收割机”：他为何一直求学？
• 前人栽樹，後人暴雷：江朱時代背後的趙紫陽陰影
• 日本百岁老人数量突破10万，88%为女性
• Hyrox北京赛选手失禁完赛引发争议，官方道歉退款
• After Beijing Bowel Accident, Hyrox Changes Its Rules
• 偽史論迴旋鏢：唐朝「不存在」背後的中國身份政治與代表性危機
• 心靈的創傷，身體會釋放——也許是你從未聽聞的身體旅程
• 電波系:平成日本的精神崩壞美學與它的四十年
• 聯合國決議採納更精準的世界地圖，方方正正的地圖為何過時？
• 显影｜亲历德国式家庭照护