intelligence

According to Axios, a U.S. intelligence memorandum warns that Iran's plot to assassinate American officials overseas has entered a "high-level stage."

On October 23, the General Office of the State Council issued the "Opinions on Adapting to the Development of Artificial Intelligence Technology to Support the Construction of Employment-Friendly Development Models" (Guo Ban Fa [2026] No. 29). The document proposes to adapt to the development of artificial intelligence technology, enhance the positive effects of job creation, empower traditional positions, and mitigate the impact of job replacement.The opinions point out that the role of artificial intelligence should be leveraged to improve the employment environment, enhance occupational safety levels, and improve work quality and efficiency, with priority given to promoting applications in positions with labor shortages and high-risk environments; it is essential to cautiously manage the scope, intensity, and pace of artificial intelligence applications in labor-intensive industries to minimize the impact on workers. The document also encourages enterprises to explore the establishment of an unemployment buffer period system, to inform affected workers in advance during the large-scale promotion of artificial intelligence applications, and to provide support for job transition and transformation.The opinions also outline deployments in areas such as strengthening job creation effects, constructing employment-friendly upgrade paths, enhancing workers' digital literacy and employment capabilities, promoting artificial intelligence-enabled employment policy services, improving workers' rights protection and social security, and perfecting employment monitoring, early warning, and risk response mechanisms. The document is dated October 16, 2026, and is marked for public release.

According to Gate market data, Hong Kong stocks in artificial intelligence have strengthened, with Zhipu rising over 6%, MINIMAX-W rising over 9%, Xunce rising over 5%, and Xiaomi rising over 4%.

The global bond market is experiencing heightened risk aversion due to the sell-off of artificial intelligence-related stocks and escalating geopolitical tensions. The spread of high-rated Asian corporate dollar bonds has risen to its highest level since July last year, and the global corporate bond yield premium has surged to 129 basis points.Concerns about the pace of spending related to artificial intelligence have triggered turmoil, with Castle Securities CEO Griffin warning of bubble risks, while Blackstone President Jon Gray believes market demand remains strong.

According to attendees, U.S. Treasury Secretary Bessent stated during a closed-door meeting on Wednesday that there are no systemic issues in the artificial intelligence industry, and it cannot be compared to the internet bubble at the turn of the century. Bessent expressed an optimistic attitude towards this cutting-edge technology, believing that technological advancements will benefit the United States, but also acknowledged that data centers and AI companies have not done enough to explain the benefits of this technology to the average American.The closed-door meeting attracted over a hundred executives and investors from the financial industry, with ticket prices starting at $7,500 and top sponsorship packages costing up to $100,000. Proceeds from the meeting are used for charity. This year marks the 14th edition, having raised nearly $72 million in total. Bessent has publicly predicted multiple times that the development of artificial intelligence will significantly increase productivity and greatly boost U.S. economic growth. Currently, there is growing concern in American society regarding investments in artificial intelligence and data centers, leading to a sell-off of AI stocks.Former U.S. Treasury Secretary Yellen pointed out that she always confirms the presence of the media and issues public reports when she gives speeches. Bessent's office responded that his views expressed at the closed-door meeting had been publicly stated before and do not involve issues of transparency; in addition to artificial intelligence, he also discussed his views on the U.S. economy. More and more regions are beginning to oppose the construction of data centers, which is affecting the upcoming U.S. midterm elections, leading to a decline in support for U.S. President Trump and the Republican Party.

Blackstone Group President Jon Gray refuted billionaire Ken Griffin's claim a few days ago that there is a bubble in artificial intelligence (AI). Gray stated on Thursday, "When you think of a bubble, you think of building capacity first and then hoping for demand to appear.But in the AI field, you are building capacity while hoping to keep up with demand." He said this is a "completely different situation" compared to phenomena like the telecom bubble of the 1990s. He mentioned the AI consulting company Ode, which Blackstone co-founded with Anthropic. "We simply cannot keep up with customer demand," he said. "Demand is growing almost parabolically."

The Zurich-based robotics startup Enact Intelligence announced the completion of a $30 million Pre-seed funding round, with investors including Redalpine, Notion Capital, and Firstminute Capital. This is the largest Pre-seed funding round in Switzerland's history. Yann LeCun and Mistral co-founder Arthur Mensch also participated in the support.The company was co-founded by former employees of 1X and Physical Intelligence, aiming to address one of the biggest bottlenecks in the robotics field.

Meta Platforms CEO Mark Zuckerberg stated that the company will adjust the investment pace in the virtual reality sector and shift its focus to artificial intelligence.

The General Office of the Central Committee of the Communist Party of China and the General Office of the State Council issued opinions to comprehensively implement the "Artificial Intelligence +" action, promoting the all-round empowerment of various industries by artificial intelligence. The opinions emphasize the deep integration of technological innovation and industrial innovation, promote the intelligent and green development of the manufacturing industry, and accelerate the promotion and application of agricultural scientific and technological achievements.

According to Jiemian News, the autonomous driving technology company Neolix has officially completed a new round of financing of nearly $400 million. So far, Neolix's total financing amount has exceeded 10 billion yuan, making it the leader in the unmanned delivery vehicle industry in terms of financing scale.Insiders in the investment circle revealed that Boyu Capital and the National Artificial Intelligence Industry Investment Fund are the lead investors in this round of financing. Alibaba AEF NextGen Hong Kong Fund, Monolith Lisi Capital, Vertex Growth under Temasek, and GAC Capital participated in the investment, while existing shareholders such as UAE Stone Venture, Xincheng Capital, SoftBank Asia, Yizhuang Guotou, and Gao Rong Venture Capital continued to increase their holdings.The National Artificial Intelligence Industry Investment Fund was established with contributions from the National Big Fund Phase III. Previously, its investment focus was concentrated on AI and computing power chips, high-bandwidth memory chips (HBM), large model algorithms, embodied intelligent robots, AI security, and other fields. It has invested in leading companies in key areas of artificial intelligence such as Kimi, DeepSeek (general large model), Muxi (AI computing power chip), Galaxy General (embodied intelligence), and Changting Technology (AI security).

On October 20, the on-chain intelligence platform Arkham announced the launch of Arkham Enterprise, positioned as a high-level analytical platform for professional workflows, with uses including asset tracking, risk scoring, case management, and transaction research. Arkham stated that the platform relies on the world's best tagging set, containing 3.9 billion attribution records, covering $18 trillion in on-chain transaction volume. On the same day, the company adjusted the features of the free platform and launched Enterprise Grants.The data update frequency for both the free and Enterprise platforms has been upgraded in sync. Previously, a large amount of data and tags were updated once a day; after the underlying infrastructure was rebuilt, transactions, new tags, and address balances have been changed to real-time updates, with new transactions appearing without needing to refresh the page. Most alerts supporting on-chain have reduced latency by about 80%, and the database load will also decrease. Tracer 2.0 has been rebuilt for professional on-chain investigations, allowing users to pull counterparties into a network graph from any address and track funds hop by hop; with the addition of bridge support, funds can be followed across supported chains in the same tracking. Visualizer 2.0 presents incoming and outgoing transactions, counterparties, and tokens in real-time through an interactive graph after pasting an address or entity.Enterprise also offers case management and risk scoring. The former allows investigation findings to be grouped by case and form structured records; the latter assesses the risk of addresses and entities based on Arkham attribution data, with indicators covering sanction exposure, mixer exposure, sources of funds, and the number of transaction hops between addresses and marked sources. The adjustments to the free version effective that day include: Tracer 2.0, transaction filtering, complete transaction history, creation of custom tags and entities, and the counterparty section of the browser page is only available to Enterprise users. Free users can view the most recent 100 transactions and retain and edit existing custom tags and entities; the free platform still includes all Arkham tags, Visualizer 2.0, prediction markets, block explorers, and tagging features. Enterprise Grants provide free access to Enterprise for select independent investigators, researchers, and public interest organizations.

During the opening ceremony of the 2026 Financial Street Forum Annual Conference, the Governor of the People's Bank of China, Pan Gongsheng, stated that the rapid development of artificial intelligence globally has a profound impact on productivity, investment, employment, income distribution, and financial stability.Pan Gongsheng mentioned that from the perspective of the People's Bank, they will closely monitor and assess the macroeconomic impacts of artificial intelligence development, ensure financial support for the development of the artificial intelligence industry, and steadily promote the application of artificial intelligence in the financial sector.

Elon Musk stated that the only way to solve the U.S. national debt issue is to rely on artificial intelligence and robots. He acknowledged that the government efficiency reforms he once led did not achieve the expected results, and in the future, he may attempt to address this issue again with the help of artificial intelligence.Musk also pointed out that there is no willingness to cut spending from the president, the House of Representatives, the Senate, or the judicial branch.

According to Bloomberg on October 16, China proposed to include advanced artificial intelligence technology in the export control list, which may restrict the overseas transfer of AI models and chips in order to implement stricter controls on domestic progress in this strategic field.The draft covers 23 AI technologies, including large language models, intelligent agents, chip design, and computing power clusters. Restricted technologies include model weights and source code for products exceeding specific performance thresholds, with relevant policy texts available on the public page of the Ministry of Commerce of China.

Federal Reserve Chair Waller stated that the Federal Reserve's Productivity and Employment Special Working Group will hold a field hearing on November 16 in the San Francisco Bay Area, focusing on topics such as the impact of artificial intelligence on the economy. Waller announced this arrangement during the IMF annual meeting in Bangkok and mentioned that the special working group will conduct an in-depth study of the effects of artificial intelligence on economic activity and the labor market.In June of this year, Waller established five special working groups composed of external experts to study key areas in monetary policy formulation. He previously indicated that these working groups are expected to submit policy recommendations to the Federal Reserve by the end of this year. Waller did not comment on monetary policy or the outlook for the U.S. economy this time.

Federal Reserve Chairman Waller stated that artificial intelligence will make the economy more productive and create more wealth, but the road to this goal will be full of twists and turns.

Federal Reserve Chairman Waller stated that artificial intelligence will impact the economy on the demand side before affecting the supply side.

NVIDIA's CEO Jensen Huang told CNBC that the company must collaborate with Chinese artificial intelligence companies to monitor related risks. In a media briefing in London on Wednesday evening, he stated that both parties should work together to safely advance technological development. Huang mentioned that artificial intelligence poses potential dangers and indicated that he maintains ongoing dialogue with many researchers in China.Huang believes that the way to collaborate with Chinese artificial intelligence companies is through dialogue and emphasized the need to strengthen this dialogue. He stated that the United States should do this and also advocated for the United Kingdom to take the same approach. The page noted that OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei advocate for increased regulation, while Huang has become a prominent voice opposing this stance. In recent months, researchers from laboratories including OpenAI and Anthropic have called for a slowdown in technological development and warned of risks to human survival.The page also mentioned that U.S. Treasury Secretary Scott Bessent discussed U.S.-China artificial intelligence dialogue with Chinese counterpart He Lifeng in September, covering communication channels for events up to the national security level. The Chinese side reported that Xi Jinping pointed out that there may be competition between China and the U.S. in artificial intelligence, but the space for cooperation may be larger, and both sides can continue to exchange views on risks and benefits to jointly prevent abuse. Huang stated that the UK, with its intellectual capital, is well-positioned to become the convener of relevant dialogue. The related market data showed that NVIDIA's stock price fell by $3.95, a decrease of 1.78%.

A spokesperson for the Federal Trade Commission (FTC) stated that the Trump Artificial Intelligence Task Force will hold a meeting on Thursday.

According to a report by Bloomberg cited by Phoenix Technology, Apple is preparing to launch its AI platform, Apple Intelligence, in mainland China. Insiders say that Apple plans to roll out this feature in December through the upcoming iOS 27.3 update, covering capabilities related to iPhone, iPad, and Mac that were first launched in the United States two years ago.Insiders indicate that this launch does not include the new Siri AI assistant or other features announced this year. In July, Apple received preliminary approval to launch Apple Intelligence in China and has recently engaged in further discussions with the Ministry of Industry and Information Technology to seek permission for a formal consumer launch of the service.According to previous reports, the AI platform launched by Apple in China employs a security protection mechanism co-developed with Alibaba and collaborates with Baidu to develop search and Siri-related features. As of the time of publication, an Apple spokesperson declined to comment.