2026-05-13 星期三  海外财经科技动态速递（每日送出，如有遗漏，欢迎私信索取）

• 彭博社：百时美施贵宝公司公司与恒瑞医药签署价值上至150亿美元的许可协议

• Bristol-Myers Inks Up to $15 Billion Licensing Deal With Hengrui

• 彭博社：中国股市出现风险偏好上涨，因融资余额上涨

• Chinese Stocks See Risk Appetite Revival as Margin Loans Jump

• The Information：快手公司确认为可灵人工智能视频部门寻求外部融资

• Kuaishou Confirms Seeking External Funding for Kling AI Video Unit

• 华尔街日报：中国快手公司计划分拆人工智能部门，估值可能达到200亿美元

• China’s Kuaishou Plans Spinoff of AI Unit That Could Be Valued at $20 Billion

• 华尔街日报：阿里即将报告盈利，送餐服务和人工智能投资可能影响利润

• Alibaba Earnings Are Coming. Food-Delivery and AI Investment Could Hurt Profits.

• 金融时报：中国大型技术公司错过了人工智能股票市场热潮，腾讯和阿里在股市中落后，投资者聚焦在纯粹人工智能标的上

• China’s big tech groups miss out on AI stock market frenzy. Tencent and Alibaba left behind as investors focus on pure AI plays

• 彭博社：中国的人工智能供应商没能跟上市场，因元件短缺影响

• China’s AI Suppliers Can’t Keep Up as Component Shortages Bite

• 彭博社：对冲基金公司CFM在上海开设办公室，该公司管理资产超过270亿美元

• Hedge Fund CFM Opens Office in Shanghai, Assets Top $27 Billion

• 彭博社：英伟达黄仁勋没能加入川普访华计划

• Nvidia’s Huang Loses Out on Trump’s China Travel Plans

• 彭博社：中美在高层峰会之前讨论玉米采购

• China, US Discuss Corn Purchases Ahead of TX Summit

• 金融时报：美国通信监管机构因安全风险瞄准中国技术发难，联邦通信委员会主席对来自中国的无人机到路由器都进行打击

• US communications regulator targets Chinese tech for security risks. FCC chair Brendan Carr cracks down on goods from drones to routers despite trade thaw with Beijing

• 彭博社：在华德国公司业务展望改善

• German Firms’ Outlook in China Improves Despite Geopolitics

• 华尔街日报：中国20亿只脚正在突然离开耐克，行动迅速的国内品牌现在可以在质量和样式方面与美国品牌媲美，中国市场竞争超级激烈

• China’s ‘Two Billion Feet’ Are Suddenly Running From Nike. Quick-moving domestic athletic brands are now able to match American quality and cachet in the hypercompetitive and increasingly nationalistic market.

• 金融时报：阿联酋被袭击的天然气工厂要到2027年才能完全修复

• UAE gas plant hit by Iranian attacks will not be fully repaired until 2027

• 彭博社：加拿大希望今年与菲律宾和东盟达成自由贸易协议

• Canada Eyes Free Trade Pacts With Philippines, Asean This Year

• 金融时报：美国通胀上涨到3.8%，因中东战争导致价格上涨

• US inflation jumps to 3.8% as Middle East war stokes price rises

• 路透社：标普500和纳斯达克指数收盘下跌，因市场考虑美国通胀和伊朗紧张局势

• S&P 500, Nasdaq end lower as inflation, Iran tensions weigh

• 金融时报：芝加哥商品交易所CME计划推出人工智能算力期货市场，新合约将允许交易者和公司对GPU租赁的将来价格进行交易和对冲

• CME plans to launch futures market for AI computing power. New contracts will allow traders and companies to bet on and hedge future price of GPU rental

• 彭博社：华尔街将区块链应用于13万亿美元的回购市场

• Wall Street Puts Blockchain to Work in $13 Trillion Repo Market

• 彭博社：JP摩根申请代币化基金进一步推进虚拟币业务

• JPMorgan’s Crypto Push Deepens With Filing for Tokenized Fund

• 华尔街日报：马斯克的Grok正在人工智能竞赛中落后，商业和消费者的应用已经放缓，母公司SpaceX已经将富裕的算力出租给了竞争对手Anthropic

• Elon Musk’s Grok Is Losing Ground in AI Race. Adoption by business and consumer users has slowed as parent SpaceX rents out spare computing capacity to rival Anthropic.

• 华尔街日报：SpaceX和谷歌正在谈判发射太空轨道数据中心，两家技术公司之间的协议将在SpaceX历史性的上市之前提升该公司的业务

• SpaceX and Google Are in Talks to Launch Data Centers in Orbit. A deal between the two tech titans would give a boost to SpaceX’s business ahead of a historic public listing.

• 路透社：SpaceX计划全球太空港，星舰火箭发射雄心在IPO之前增长

• SpaceX eyes global spaceports as Starship launch ambitions grow ahead of IPO

• 彭博社：Robinhood公司亿万富翁Bhatt的Cowboy太空公司融资2.75亿美元

• Robinhood Billionaire Bhatt’s Cowboy Space Raises $275 Million

• 华尔街日报：英伟达正在购买芯片供应链

• Nvidia Is Buying the Chip Supply Chain

• 彭博社：英伟达CEO的薪酬缩水27%，因股票奖励变小

• Nvidia CEO Pay Package Shrinks 27% on Smaller Stock Awards

• 彭博社：Anthropic正在谈判以9000亿美元估值融资300亿美元，可能成为该公司最大的融资轮

• Anthropic In Talks to Raise $30 Billion at $900 Billion Valuation. It could be the Claude maker’s largest funding round yet.

• 彭博社：人工智能芯片公司Cerebras将给出超过范围的IPO价格指引

• AI Chipmaker Cerebras to Guide IPO Pricing Above Range

• 金融时报：芯片制造商Cerebras加入了OpenAI的核心圈子——这是有代价的，进入到奥特曼宇宙的魔力中可能会有一笔意外之财

• Chipmaker Cerebras joins OpenAI’s inner circle — for a price. Launching into the magic of the Altman-osphere could prove to be quite a windfall

• 华尔街日报：SAP推出统一人工智能自动化套件

• SAP Launches Unified AI, Automation Suite

• The Information：谷歌将聘请几百名工程师帮助客户应用其人工智能技术

• Google to Hire Hundreds of Engineers to Help Customers Adopt Its AI

• 路透社：谷歌支持的Isomorphic公司融资21亿美元扩大人工智能驱动的药物发现

• Google-backed Isomorphic raises $2.1 billion to scale AI-driven drug discovery

• 彭博社：谷歌首次展示安卓Googlebook笔记本平台，重新进入这个火热的市场

• Google Debuts Android ‘Googlebook’ Laptop Platform, Reentering Hot Market

• 雅虎财经：亚马逊在美国的一些城市推出30分钟送货服务

• Amazon launches 30-minute delivery in cities across the US

• 金融时报：Stellantis和福特汽车转向合作以应对欧洲业务困境，一些汽车公司寻求与中国公司和传统对手合作以确保规模和技术

• Stellantis and Ford turn to partnerships to tackle Europe woes. Carmakers seek tie-ups with Chinese groups and traditional rivals to secure scale and technology

• 金融时报：松下电池业务将被特斯拉的预期电动车业务增长而提振，该公司预计作为其头部顾客的特斯拉公司的市场份额将增加，该公司将因此受益

• Panasonic battery business boosted by expected EV gains for Tesla. Japanese group set to benefit as it forecasts its leading customer will increase market share

• 路透社：数据显示全球电动车需求第二个月增长

• Global EV demand rises for second month, data shows

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