本期 The Long View 十一月十号每日综述。政治：商务部对 Megaspeed 芯片走私的调查在英伟达总法律顾问问询后被移交司法部；赫格塞斯弹劾案最迟周三表决，共和党人私下认为可能通过；特朗普称伊朗战争“军事上实际已经结束”；阿布扎比俄乌会谈与深圳峰会前的“剧本之争”。科技：Anthropic 发布 Claude Fable 5.2 与 Mythos 5.2，降价两成、Epoch 能力指数创新高；英伟达董事会与治理难题；反数据中心浪潮的根子在电费。商业：标普七个月最佳一天而英伟达逆势下跌；Anthropic 以约 1.33 万亿美元估值启动路演；软银意外亏损；布伦特跌破 90 美元；中国顺差再破万亿而车市零售大跌。生活：M. John Harrison 获布克奖，罗素·布兰德被判十年半，DC 影业换帅。
本期 The Long View 十一月九号每日综述。政治：英伟达首席执行官黄仁勋承认婚外情，美国官员认定女方是中国国家安全部发展的资产，鲁比奥春天的机密备忘录曝光，特朗普知情未动，中方否认；特朗普选后首次长篇专访承认移民执法“可能太狠”；共和党内讧升级为腐败互撕；赫格塞斯弹劾案最快周三表决；伊朗复战与谈判两难，阿布扎比俄乌会谈聚焦安全保障。科技：英伟达董事会启动独立调查，接班与治理难题浮现；数据中心公投产业界几乎全败；DeepMind、OpenAI 预告 AI 科学发现“相变”；Claude“做梦”记忆细节。商业：英伟达盘前再跌，AI 与科技股一周蒸发约二点五万亿美元；美国经济再加速、利率更高更久；中国十月 PPI 涨百分之五点七、CPI 涨百分之零点七；日本单日五百亿美元护汇。生活：《哥斯拉负零》北美破纪录、《洛奇》五十周年、十九岁 PGA 冠军。
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