Virgin Media O2, Britain’s second-largest broadband provider, plans to cut thousands of jobs as part of a cost-reduction drive. According to Sina Finance, the company plans to reduce employee costs by £300 million, or about 30% of the current total, by 2029, within an overall £800 million cost-cutting plan. It has about 16,000 employees but declined to disclose the specific number of positions to be cut. The plan is intended to ease investor concerns about the company’s £22 billion debt burden. This summer, its bonds sold off amid concerns that intense price competition among smaller fiber network operators was undermining its ability to repay debt. Virgin Media O2 is jointly owned by Liberty Global and Telefónica. Chief Executive Lutz Schüler said the difficult decisions were necessary for the company’s future success and growth. He said the market and regulatory environments for fiber networks, as well as technological changes across the economy, meant that maintaining the status quo and continuing to operate as before was no longer viable. A September report said shareholders were seeking to cut costs by hundreds of millions of pounds amid investor concerns about the company’s financial position. The cost-reduction plan was announced alongside Virgin Media O2’s third-quarter results. The company recorded a net loss of 23,000 broadband subscribers from July to September. It has lost more than 55,000 broadband customers so far this year, compared with 138,400 over the full previous year. A report last week said the company would cancel a planned cable-network upgrade, opting not to upgrade its existing network to newer fiber technology as it cuts spending. James Ratzer, an analyst at New Street Research, said the new cost-cutting measures were necessary in response to competitors and to maintain the company’s market position, given pressure on broadband pricing.

China’s National Development and Reform Commission (NDRC) said on November 3 that it will accelerate foundational and comprehensive legislation on artificial intelligence, balancing development and security during the 15th Five-Year Plan period. According to ChainCatcher, Wang Ruomeng, deputy director of the NDRC’s Department of Innovation and High-Tech Development, outlined four areas of work at a press conference on fostering new growth drivers. The commission plans to improve governance rules, including laws covering shared elements such as data, computing power and algorithms, and key AI application scenarios. It will also establish full-lifecycle safety standards and ethical guidelines, with periodic assessments of implementation. Other measures include setting reasonable regulatory transition periods, offering compliance guidance across industries and supporting AI regulatory sandboxes with procedures for applications, testing, use and exit. The NDRC also plans to clarify the governance responsibilities of government agencies, industry groups, businesses and the public, and encourage developers and operators to manage risks and report safety incidents and vulnerabilities. To address AI’s social effects, it will monitor employment changes, seek to add roles such as AI model trainers and data annotators to the national occupational classification system, and track risks of job displacement. It also plans to strengthen the tracing of algorithmic discrimination, deepfakes and privacy leaks, and promote interventions against addiction and emotional dependence.

巴西最大的加密货币交易所 Mercado Bitcoin 在发生安全事件后暂停了存款和取款，该事件导致超过 4000 万美元的可疑加密货币在多个区块链网络上转移。

CrowdStrike has agreed to acquire two AI security startups for a combined $495 million, expanding its capabilities to monitor AI agents and manage their risks. According to Sina Finance, CrowdStrike will pay about $400 million for Fiddler AI, a Palo Alto, California-based company founded in 2018 that develops software to monitor and explain agent behavior, and about $95 million for Dreadnode, an automated security testing platform founded in 2023 that detects vulnerabilities in AI models before deployment. Most of the purchase price will be paid in cash, with the remainder in restricted stock subject to vesting conditions. Dreadnode will scan models and agents for weaknesses before deployment, while Fiddler will track agents’ decisions, tool calls and interactions after launch. CrowdStrike plans to offer Fiddler’s capabilities as Falcon Observe, complementing a newly introduced emergency shutdown feature in Falcon Guardian that lets administrators terminate agents exhibiting abnormal behavior. CrowdStrike President Michael Sentonas said businesses have moved beyond testing and are deploying AI agents at scale. He said misconfigurations, insufficient understanding of how agents operate and excessive permissions can expose systems and data to risk. Regulators are beginning to require businesses to explain agents’ permissions and controls, making audit trails of agent operations and decision-making a compliance requirement. CrowdStrike plans to integrate Fiddler and Dreadnode into its Falcon platform early next year.

On November 3, TD Cowen downgraded Marvell Technology to Hold from Buy and cut its price target to $175 from $350. According to Sina Finance, TD Cowen said Marvell’s acquisition of optical communications equipment maker Lumentum could dilute future earnings, and that the deal may come near a cyclical peak for the AI optical communications industry, increasing its risk. Marvell shares closed at $171.41 on Monday, down 12.72% for the day and 29.6% over the week. TD Cowen analyst Sean O’Loughlin estimated that the all-stock acquisition could dilute Marvell’s 2028 calendar-year earnings per share by about 4% to 6%; Marvell management had said the deal was expected to begin adding to earnings per share one year after completion. TD Cowen also questioned whether the companies needed to merge to achieve co-design and performance optimization for optical communications products. The firm said the market may be overestimating future demand for optical transceiver modules: bottom-up market forecasts imply a market size of $100 billion in 2027, while its estimate based on AI chip shipments is $47 billion. If the industry enters a downturn in 2028 because of excess optical transceiver module capacity, Lumentum’s higher operating leverage could magnify margin declines and further increase the deal’s dilutive effect on Marvell’s earnings.

On November 3, UBS downgraded Adidas from Neutral to Sell and cut its price target from €160 to €156. According to Sina Finance, UBS said World Cup-related sales and strong apparel performance could support 10% revenue growth in 2026, but expects growth in the sporting goods industry to remain in the low single digits in 2026 and 2027, below its historical average of nearly 10%. UBS said Adidas faces challenges in achieving high-single-digit revenue growth in 2027, with no clear improvement yet in footwear and lifestyle products. It forecasts 4% revenue growth for Adidas in 2027, below the market consensus of 7%. UBS also said product mix changes and higher raw-material costs could weigh on gross margins; its 2027–2028 EBIT forecasts are more than 10% below market expectations, and its gross-margin forecasts are about 100 basis points lower. UBS cut its 2026–2028 earnings forecasts by up to 7%. The firm noted that Adidas shares had rebounded about 20% from their early-October low, while the near-term earnings outlook had not improved correspondingly and the gap between valuation and fundamentals was widening.

European Central Bank Governing Council member Dimitar Radev said the October pause in rate hikes did not mean monetary tightening had ended. According to Sina Finance, he said policymakers should not wait for evidence that higher energy costs were driving up wage demands before acting, although there are currently no signs of such effects. Radev said persistent inflation pressures could require further rate increases and that current rates should not be assumed sufficient. He also said that although Europe had so far managed multiple risks, the economic situation was becoming increasingly challenging.

ICE 把永续合约的撮合与结算交给 Hyperliquid，等于承认技术从来不是交易所的护城河，真正值钱的是监管牌照。

年入 7.13 亿美元、没有美国用户：Hyperliquid 的野蛮生长

朝鲜否认了美国联邦调查局关于其黑客从币安窃取超过60亿美元的指控，称这些指控是政治挑衅。与此同时，随着朝美紧张局势持续升级，平壤还测试了配备集束弹头的新型巡航导弹。

以太坊L2,ETH,Layer 2,Gas,质押,以太坊2026：除了价格 什么都在涨 金色财经,好用与值钱彻底脱节。

Coinbase在2026年第三季度扭亏为盈，在连续三个季度亏损后，净利润达到7.187亿美元。然而，几乎所有利润都来自投资性加密资产的未实现收益，而核心交易收入同比下降44%，导致调整后净利润仅为7770万美元。

高估值最昂贵的代价，是让未来的增长先替今天的价格还账。项目交出好成绩，持有人拿到的回报，依然可以很平庸。HYPE 已经走到了这个位置。

今年前三季度Anthropic营收超330亿美元、同比增12倍；三季度运营费用逾175亿美元、超过营收，同比增2.9倍，其中算力及基础设施支出增3.8倍至98.6亿，同比增速超二季度的48%

BTC,预测,CLARITY法案,美国国会,Binance,民主党横扫两院？加密行业会面临「最坏结果」吗 金色财经,“最不利的立法情景”。

价格上涨不等于趋势反转，如果反弹主要依靠空头回补和短线抄底，而没有持续的现货需求支撑，那么行情很容易在买盘不足时再次回落。