Singapore iron ore futures extended their decline on Thursday, falling for a fourth consecutive day. According to Sina Finance, the most-active contract dropped as much as 1.6% to $90.70 per ton, its largest intraday decline in three weeks, before recovering to $90.90 at 1:19 p.m. local time. Dalian iron ore futures fell as much as 2%, while Shanghai rebar futures used in construction dropped as much as 0.7%.

U.S. inflation exceeded expectations for a third consecutive month in October, prompting Wall Street firms to raise their forecasts for further Federal Reserve rate increases. According to Sina Finance, citing Reuters, all 101 economists surveyed on November 10 expected a 25-basis-point rate hike in December; 56 said it would be the final increase of the tightening cycle, while 45 expected at least two more hikes. The U.S. Labor Department reported that October’s consumer price index rose 0.4% month over month, above the 0.3% forecast, while core CPI increased 0.3%, exceeding the 0.2% estimate. After the release, the market-implied probability of a 50-basis-point December hike rose to 11.6% from nearly zero. Citigroup still expects a 25-basis-point increase but said the risk of a 50-basis-point move had risen. Fed Governor Christopher Waller had said the Fed should consider a 50-basis-point hike if core CPI rose at least 0.3% in October. Goldman Sachs now expects 25-basis-point hikes in December and March 2027, revising its earlier forecast that the cycle would end in December. It also pushed its forecast for the first rate cut from September 2027 to December 2027, followed by 25-basis-point cuts in March, June, and September 2028. Chief U.S. Economist David Mericle said he expected inflation to decline significantly by the end of 2027 as price pressures related to tariffs, energy, and artificial intelligence ease. Deutsche Bank added a forecast for a 25-basis-point hike in January 2027 to its previous calls for increases in December 2026 and March 2027. It sees the target range rising from 3.75%-4.00% to 4.50%-4.75% over three consecutive meetings.

如果未来加密市场不再出现全面牛市，行业会发生什么？区块链发展会停止吗？稳定币和股票代币化还会继续吗？

Industry sources said Thursday that South Korean instant noodle exports are expected to grow 30% in 2027 from this year, driven by expanded production capacity. According to Sina Finance, exports rose 26% to $1.59 billion from January through October this year, exceeding last year's full-year total of $1.52 billion and its 22% growth rate. A source in the industry said investments by major instant noodle producers in production facilities are expected to continue supporting export growth next year. Nongshim, a leading South Korean instant noodle maker, opened its first plant dedicated to exports last month in Busan, a southern port city. About 40% of the company's instant noodle sales currently come from overseas markets, including the United States, China and Japan. Nongshim operates seven plants in South Korea and six overseas—two in the United States and four in China—and sells flagship products such as Shin Ramyun, Chapagetti and Neoguri worldwide. Samyang Foods, known for its globally popular Buldak noodles, is expanding capacity to meet rising demand. Its sales totaled 2.28 trillion won, about $1.7 billion, from January through September this year, nearly matching its full-year total of 2.35 trillion won last year. Last July, Samyang began construction of its first overseas production base in China, which is scheduled to begin operations in January 2027. On Wednesday, the company announced plans to invest 218.6 billion won in its second overseas plant, in Vietnam, which is expected to be completed in 2029. Meanwhile, South Korean exports of agricultural, fishery and food products rose 6.1% year over year to $10.85 billion in the first 10 months of this year.

Tencent founder Pony Ma said he is willing to deploy half of the company’s 100,000-strong workforce to AI-native businesses and urged employees to embrace the technology, according to Bloomberg.

The Hague court rejected Jaguar Land Rover’s application to preserve evidence, including a request to search BYD offices and obtain internal research files. According to Sina Finance, the judge ruled that evidence collected during an August search of BYD’s European headquarters was unrelated to the alleged copying and ordered Jaguar Land Rover to destroy it or return it to BYD within 24 hours. Noncompliance could result in a fine of €50,000 per hour, and Jaguar Land Rover was ordered to pay BYD €25,376.57 in legal costs. The dispute concerns whether BYD’s Ti7 SUV copied the design of Jaguar Land Rover’s Defender. The Ti7 is planned to go on sale in the United Kingdom in January 2027. The court said Jaguar Land Rover had not shown that the Ti7 had caused it harm, as the vehicle had not yet launched in the European Union. Jaguar Land Rover had also sought a €500,000 fine against BYD, arguing that BYD failed to comply with an evidence seizure order.

Web3 infrastructure company Chainstack reported that attackers accessed customer account information and password hashes in a security incident. According to Foresight News, an external attacker used a third-party component to enter Chainstack’s development environment on October 26 and expanded access to some production systems on October 29; the company detected and blocked the access on October 31. The attacker accessed a customer account database containing organization names, account holders’ names, member email addresses, and password hashes. The node credential system was also affected. Although Chainstack found no evidence that the credentials were read, it is treating them as exposed. Chainstack said customer nodes, its console, and APIs were not modified. The company advised users to change their passwords, rotate node credentials, and regenerate platform API keys.

Former Malaysian Prime Minister Najib Razak is barred from political activities, media appearances and receiving visitors without permission under his house-arrest conditions, Home Affairs Minister Saifuddin Nasution Ismail said Thursday, according to Bloomberg.

Japan is expanding AI-assisted cyber defence, specialist response teams and public-private cooperation following a sharp rise in reported breaches, signalling a shift towards coordinated national cyber resilience.

这位一手把英伟达推上万亿美元市值的AI教父，正站在职业生涯的悬崖边上。

“当Hyperliquid的订单簿变得可组合，会发生什么？”

Ledger's software development kit has been sending users' crypto transaction details, wallet addresses and device information to its servers by default, raising privacy concerns. Ledger said the data supports its Clear Signing feature and is not stored, but critics questioned why users were not asked for permission first.

英伟达董事会于周三召开内部会议以决定黄仁勋去留，并已与外部机构合作遴选新任CEO候选人。华尔街正密切评估，如果黄仁勋被迫离职将对整个AI行业造成何种程度的直接冲击。

A former Ethereum Foundation employee has sued the organization, Ethereum co-founder Vitalik Buterin and four other defendants, alleging she was fired less than two weeks after disclosing a cancer diagnosis and helping organize staff opposition to a controversial employment directive.

币安联席CEO何一、Richard Teng及首席安全官Jimmy Xu在币安公开Space回应10月30日发生的重大安全事件。

企业花了数十年阻拦机器人爬虫；如今，它们要争相争取 AI 智能体的订单。

英伟达是整条AI链的锚，云厂商资本开支、算力租赁公司的债、模型公司估值，都押在英伟达供不应求上，而替这个前提站台的人是黄仁勋。大家也不想AI泡沫真被老黄戳爆吧?