夜雨聆风2026-08-13 星期四 海外财经科技动态速递（每日送出，如有遗漏，欢迎私信索取）
路透社：AI驱动广告业务增长，腾讯二季度营收攀升11%
Tencent second-quarter revenue climbs 11% on AI-driven ad gains
The Information：为AI模型及工具扩充算力，腾讯资本支出近三倍
Tencent’s Capex Nearly Triples on More Compute for AI Models and Tools
路透社：韩国公布未来技术驱动战略，目标2030年前实现登月
South Korea unveils future technology drivers, targets moon landing by 2030
路透社：挪威主权财富基金2026年上半年录得创纪录1.84万亿美元利润，全球最大主权财富基金、规模达23万亿美元的挪威主权财富基金周三表示，受科技股提振，今年上半年录得创纪录利润1.75万亿挪威克朗（1.843万亿美元）
Norway wealth fund posts record $184 billion profit in first half of 2026. Norway’s $2.3 trillion sovereign wealth fund, the world's largest, posted a record profit of 1.75 trillion Norwegian crowns ($184.3 billion) for the first half of the year, lifted by technology stocks, it said on Wednesday.
路透社：CoreWeave业绩点燃AI乐观情绪，标普500收涨
S&P 500 ends higher as CoreWeave results fuel AI optimism
彭博社：美国通胀温和，亚洲股市有望上涨
Asian Stocks Poised to Gain on Benign US Inflation
彭博社：传淡马锡拟注资，SK海力士，三星股价延续涨势
SK Hynix, Samsung extend gains after report Temasek to invest
华尔街日报：华尔街与英伟达为AI热潮搭建另类资金通道，参与高管称其堪称全新资产类别，但将芯片用作抵押品引发批评者担忧
Why Wall Street and Nvidia Are Building an Exotic Money Pipeline for the AI Boom. Executives involved are hailing it as a new asset class, but critics have concerns about using chips as collateral.
路透社：美国银行承诺投放2500亿美元支持美国基建融资，美国银行周三表示，计划到2027年7月投放2500亿美元，以支持美国数字及基础设施项目。该行称，此举将提振美国经济增长，并有望创造数万个就业岗位
Bank of America pledges $250 billion for US infrastructure financing. Bank of America said on Wednesday it plans to deploy $250 billion by July 2027 to support U.S. digital and infrastructure projects, a move it says will boost the country's economic growth and help create tens of thousands of jobs.
CNBC：财报后“新云”板块齐升，CoreWeave股价涨19%，Nebius股价飙34%
CoreWeave gains 19%, Nebius surges 34% in post-earnings neocloud rally
华尔街日报：CoreWeave股价飙升提振AI交易，这家云计算公司股价跳涨19%，并带动其他与人工智能基建相关的个股上扬
CoreWeave Stock Surge Gives the AI Trade a Boost. The cloud-computing company’s stock jumped 19% and lifted other shares tied to the artificial-intelligence build-out.
雅虎财经：超微电脑发布7200亿美元惊人展望，股价跳涨13.6%
Super Micro Stock Jumps 13.6% on Stunning $72 Billion Outlook
雅虎财经：Lumentum业绩爆表飙升15%，Coherent涨9%，Corning受光通信业绩及CoreWeave，超微电脑联动效应提振涨5%
Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through
雅虎财经：马斯克定调5000亿美元AI营收目标，SpaceX股价跳涨
SpaceX Shares Jump as Musk Targets $500 Billion AI Revenue
彭博社：AI前景展望不及预期，思科令寻求更高回报的投资者失望。该展望表明，这家公司凭借网络设备抢占更大AI数据中心市场份额的努力已见成效
Cisco’s AI Outlook Disappoints Investors Seeking Bigger Payoff. The forecast is a sign of success for the company’s efforts to supply a larger share of the AI data center market with its networking gear.
路透社：业绩未能打动投资者，Cerebras股价重挫16%，这家芯片设计商季度营收不及预期的周三盘后交易中，Cerebras Systems股价暴跌约16%
Cerebras shares plummet 16% after results fail to impress investors. Cerebras Systems shares plunged roughly 16% in the extended session on Wednesday after the chip designer missed quarterly revenue expectations.
彭博社：腾讯与欧盟基金参投AI编程初创企业Lovable，后者估值达130亿美元
Tencent, EU Fund Invest in AI Coding Startup Lovable at $13 Billion Valuation
华尔街日报：苹果正与出版商洽谈付费合作，以改善AI驱动的Siri，此类内容授权协议或将为这家科技公司的语音助手提供实时新闻与资讯
Apple in Talks to Pay Publishers to Improve AI-Powered Siri. The content deals could provide the tech company’s voice assistant with current news and information.
华尔街日报：炙手可热的电力股涨势降温，数据中心遭遇反弹，令发电厂运营商前景更趋复杂
Red-Hot Power Stocks Are Losing Steam. The data-center backlash is complicating the picture for power plant owners.
路透社：甲骨文与Quantinuum公司携手，将量子计算引入云平台，Quantinuum与甲骨文周二宣布达成多年期合作，旨在将量子计算能力引入甲骨文云平台，眼下科技企业正竞相推动这项新兴技术商业化
Oracle, Quantinuum partner to bring quantum computing to cloud. Quantinuum and Oracle on Tuesday announced a multi-year partnership aimed at bringing quantum computing capabilities to Oracle's cloud platform, as technology firms race to commercialize the nascent technology.
路透社：福特拟将部分林肯车型生产从中国迁回美国，福特汽车CEO周三向路透表示，计划自2030年起将部分林肯车型的生产从中国转移至美国，称此举虽艰难，但对强化美国汽车制造基础而言属必要之举
Ford to move production of some Lincoln models from China to US. Ford Motor plans to move production of some Lincoln models from China to the U.S. beginning in 2030, Ford's CEO told Reuters on Wednesday, saying the move was difficult but necessary to strengthen the U.S. auto manufacturing base.
