Euro-zone governments are seeking agreement on the European Central Bank presidency alongside two other positions after an initial review of candidates for the top job, Bloomberg reported.

Boeing's acquisition of Spirit AeroSystems is exposing mounting liabilities and losses. According to Sina Finance, Boeing identified billions of dollars in Spirit liabilities in the first half of 2026, far above the initial estimate at the December 2025 closing, and found additional liabilities in the following quarter. The liabilities include unfavorable customer contracts priced below market, which carry higher costs. At the end of October, Boeing reported a $123 million pretax loss for the third quarter, its shares fell sharply, and management lowered its free-cash-flow and aircraft-delivery outlook. Its commercial airplanes division recorded a $697 million operating loss. Boeing's shares have fallen 60% since peaking in 2019. Boeing acquired Spirit on December 8, 2025, for $8.4 billion. At the time, the fair value of the acquired assets was $1.6 billion below total liabilities, and Boeing recorded $10 billion in goodwill. As of June 30, the shortfall had widened to $1.9 billion and goodwill had risen to $10.3 billion. By September 30, the shortfall reached $2.2 billion and goodwill rose to $10.6 billion, exceeding Boeing's total shareholders' equity. An estimated $370 million increase in liabilities for some customer contracts not priced at market rates was a main factor. Boeing disclosed few details about the contracts and did not explain why they could result in such large losses. A 12-month period after an acquisition allows a company to adjust its purchase-price allocation without immediately recognizing expenses. Boeing has not yet included Spirit's rising costs in its income statement, but newly identified losses after the period ends must be fully reported. Any new adverse findings after December 8 will directly affect Boeing's net income, making its turnaround target more difficult to reach.

China Beige Book CEO Leland Miller called for closer scrutiny of chipmakers’ export-control assurances after Nvidia CEO Jensen Huang admitted to having an affair with a suspected Chinese spy, Bloomberg reported. Miller spoke on “Bloomberg Surveillance.”

婚外情调查叠加“关键人物风险”，支撑AI行情的核心叙事正被重新定价。

French Prime Minister Sébastien Lecornu said the government will raise the minimum wage in response to protests over the cost of living, according to Bloomberg, while seeking to avoid further strain on fragile public finances.

An outage at Web3Auth has left about 2% of Avici’s active users unable to log in, while the company has found no unauthorized transfers of user funds. According to Foresight News, the crypto banking app has also paused new registrations and estimates the disruption could last 24 to 48 hours. Avici said Web3Auth suspended its service as a precaution while investigating a security incident involving an older version of its SDK. Avici said it does not use the affected SDK version and that card payments remain unaffected. The app advised users who are logged in to stay logged in and not to log out, uninstall the app or clear its data. Users who have logged out can update the app and try to restore access using a key saved on their device. Web3Auth paused its embedded wallet service on November 7 over a security issue. Some Keplr Wallet accounts that used Google or Apple sign-in then experienced unauthorized transactions.

HSBC strategists led by Max Kettner have turned bullish on equities again, two weeks after cutting exposure, raising allocations to U.S. and Asian stocks while keeping Europe underweight. According to Sina Finance, the team considers the latest sharp tech-stock correction sufficient and says Anthropic’s IPO and Nvidia’s earnings will be key tests for recently battered AI and technology shares. The strategists cut U.S. Treasuries from strong overweight to neutral, citing stronger U.S. economic and employment data and a more hawkish Federal Reserve stance. They said the rally in short- and long-term U.S. Treasuries had gone too far.

BlockUnion, an Asian Web3 ecosystem platform, has partnered with EthSystems, an Ethereum institutional privacy infrastructure company, to advance institutional on-chain financial solutions. According to Odaily, EthSystems will support ETH HK Hub with institutional education, seminars and technical exchanges as part of the cooperation plan. EthSystems, founded by Mo Jalil, a former institutional privacy lead at the Ethereum Foundation, works on privacy and compliance challenges for on-chain financial services using zero-knowledge proofs (ZK), fully homomorphic encryption (FHE), multiparty computation (MPC) and trusted execution environments (TEE). BlockUnion will use its Asian network to connect financial institutions and businesses with EthSystems’ technical team and promote the development and application of privacy-focused solutions.

U.S. Democratic Senator Elizabeth Warren is preparing to lead the Senate Banking Committee in 2027 and launch investigations into major financial institutions, technology companies, Trump family businesses and other large companies. According to Sina Finance, a staffer on Warren’s committee team said relevant corporate executives and government officials should preserve documents and prepare for congressional questioning. Warren plans to use the committee’s oversight authority over banking, housing, cryptocurrency and the Federal Reserve to pursue policies aimed at limiting corporate power and lowering household costs. Her proposals include capping credit card interest rates, targeting what she describes as corporate price gouging, and working with Republican Senator Tim Scott on new housing legislation. The investigations would also cover food prices, insurance costs, private equity, consumer debt and student loans. On financial regulation, Warren plans to focus on the rapid growth of private credit markets and the potential risks of an AI bubble to financial stability. She also plans to strengthen oversight of prediction markets. Her team says those markets lack sufficient supervision and could allow traders with insider information to profit. The effort will test whether Democrats can agree on stricter corporate regulation after their major midterm election victory. Warren and her allies say the result reflected voter dissatisfaction with rising living costs and excessive corporate power. It remains uncertain whether pro-business Democrats will support broad corporate investigations and restrictive legislation. Warren said Democrats had pledged to lower living costs and change the existing economic system, and must now deliver on those promises.

从2018年的“加密宿醉”到今天的链上定价，英伟达与币圈这笔账算了九年还没算完。

真正让英伟达董事会启动调查的不是婚外情本身，而是芯片禁令执行中可能存在的越界；11月17日财报与18日国会听证是关键节点。

超大规模云厂商把新云当作表外产能载体：长期合约压低算力定价溢价，资本开支与执行风险被移出主体，但风险并没有消失，只是换了持有者。

人民银行首次以 Solana 为样本，把虚拟货币推广与技术服务一同定性为非法金融活动，公链入境的边界被案例化。

神鱼给自己定的目标是今年烧掉1000亿Token，结果一个月就完成了；他说AI不只提效，还重塑了他的MBTI。

台北两场饭局把黄仁勋、黄乐与Megaspeed串在一起。英伟达称一切正常，十天后他向全员承认对妻子不忠。

黄仁勋承认婚外情后英伟达市值一夜蒸发1800亿美元，若按加州共同财产制离婚，其妻理论上最多可分走约626亿美元股票。

从纸质助记词到社交登录钱包，安全环节越拆越多，用户能看清的风险反而更少，信任依赖的扩散正是被盗的根源。

中期选举后特朗普提前进入跛脚期，加密政策红利阶段性中止，行业同质化竞争加剧，2026 年尾部或仍藏着一次赛道级机会。