海外财经科技速递：微软OpenAI回报惊人，中国电动车出口首超燃油车

2026年5月12日 周二 海外财经科技要闻摘要（每日更新，若有遗漏，欢迎私信获取）

The Information：中国快手拟分拆可灵AI视频业务，估值高达200亿美元

China’s Kuaishou Plans to Spin Off Kling AI Video Unit at $20 Billion Valuation

彭博社：高盛认为人民币被低估20%，上调汇率预测

Goldman Says Yuan 20% Undervalued, Boosts Currency Forecasts

彭博社：沙特对华原油出口将急剧下滑

Saudi Arabian oil exports to China set for deep plunge

软件时报：沙特阿美警示燃料库存逼近临界点，高管称霍尔木兹海峡关闭正加速汽油与航空燃油耗尽

Saudi Aramco warns fuel stocks heading for ‘critically low levels’. Amin Nasser warns depletion of gasoline and jet fuel inventories is ‘rapidly accelerating’ due to Hormuz closure

纽约时报：美伊和平协议希望渺茫，推动油价上扬

Oil Prices Rise as Prospects for U.S.-Iran Peace Deal Fizzle

路透社：白宫官员称马斯克、库克及波音CEO将随特朗普访华

Elon Musk, Apple’s Cook and Boeing CEO going to China with Trump, official says

雅虎财经：全球正经历史上最大资本开支周期，十年末或达5万亿美元，且非全为AI投入

The global economy is experiencing the largest capex cycle ever, with nearly $5 trillion seen by the end of the decade—and it’s not all AI spending

雅虎财经：道指收涨，标普500与纳指微幅创新高，芯片股持续走强

Dow rises, S& P 500 and Nasdaq eke out records as chip stocks extend gains

彭博社：亚洲股市看涨，受伊朗僵局影响原油价格上扬

Asian Stocks to Rise, Oil Gains on Iran Deadlock

雅虎财经：数据揭示AI股几乎主导了标普500全部涨幅

AI Stocks Drive Nearly All of S& P 500’s Gains, Data Reveals

彭博社：微软早期投资OpenAI目标回报达920亿美元，CEO称“因敢于冒险所以成效显著”

Microsoft Targeted $92 Billion Return on Early OpenAI Investment. The investments “worked out well because we took the risk,” CEO Satya Nadella testified to a jury hearing Elon Musk’s case against OpenAI and Microsoft.

彭博社：Ilya Sutskever称其持有的OpenAI股份价值约70亿美元

Sutskever Says His OpenAI Stake Worth About $7 Billion

彭博社：AI芯片制造商Cerebras拟IPO募资48亿美元，市场对AI芯片及数据中心运营商股票需求持续攀升

AI Chipmaker Cerebras Systems Seeks $4.8 Billion in Upsized IPO. Demand for the artificial intelligence chipmaker and data center operator’s shares continues to build.

彭博社：散户投资者蜂拥购入所谓“荒诞”芯片股，行情走向极端

Retail Traders Flood Into ‘Silly’ Chipmaker Rally Just as Moves Get Extreme

华尔街日报：AI下一阶段关键在台积电，供应链趋紧使其占据增长有利地位

AI’s Next Phase Plays Into TSMC’s Hands. With a supply squeeze deepening, Taiwan’s chip-making juggernaut stands to gain.

华尔街日报：软银在日本启动电池公司，助推AI硬件业务

SoftBank Launches Japan Battery Venture Amid AI Hardware Push

Axios：OpenAI推出估值140亿美元的AI咨询部门

OpenAI launches AI consulting arm valued at $14 billion

路透社：谷歌拟首次发行日元债，为AI目标融资

Alphabet considers first yen bond sale to fund AI goals

彭博社：亚马逊准备发行瑞士法郎债以推进AI业务

Amazon prepares to issue first Swiss Franc bond in AI push

雅虎财经：Circle股价飙升13%，因稳定币应用场景扩大

Circle stock climbs 13% as stablecoin use cases grow

路透社：中国汽车内需疲软，但出口表现强劲

China’s domestic car demand stays weak but exports strengthen

华尔街日报：中国4月电动车出口量首次超越传统汽车

China Exports More EVs Than Traditional Cars for First Time in April