投看国外投资周报（汇总）｜2026-09-28 至 2026-10-04

本期共收录 104 条重点事件，按赛道与地区进行梳理，帮助投资人快速掌握市场动态与资本动向。

本期看点

事件 104 条；IPO/上市相关 16 条；高频地区：海外、印度、美国、日本、法国。

📌 其他赛道

1. 723 亿！印度今年第二大IPO诞生，腾讯大赚；特朗普称会兑现承诺，不会禁用TikTok丨Going Global｜海外·印度
   723 亿！印度今年第二大IPO诞生，腾讯大赚；特朗普称会兑现承诺，不会禁用TikTok丨Going Global
2. 600亿合并案｜海外·印度
   600亿合并案获批，印度娱乐业巨无霸诞生；迪拜证券交易所将迎来首个科技公司IPO丨Going Global
3. vivo被要求卖掉印度子公司，交出51%股份；TikTok｜海外·印度
   vivo被要求卖掉印度子公司，交出51%股份；TikTok提交辩护状，对决“不卖就禁”法案丨Going Global
4. 伦敦支付基础设施公司OpenPayd｜海外·美国
   3小时前分享至打开微信“扫一扫”，打开网页后点击屏幕右上角分享按钮 伦敦支付基础设施公司OpenPayd计划年底前在纳斯达克上市，以资助其美国市场扩张和收购计划。该公司首席执行官Iana Dimitrova表示，OpenPayd目标是在2027年4月前在美国推出服务，并正在考虑通过收购获取牌照和技术。OpenPayd正就与Titan Acquisition Corp．的拟议合并接受美国证券交易委员会审查，目前处于最后阶段。Dimitrova表示，除非出现重大外部干扰，预计交易将于今年完成。该交易尚需注册声明生效和Titan股东批准等条件。上市后，OpenPayd将在纳斯达克交易，股票代码为OP。（新浪财经）
5. 中国银行｜海外·韩国｜30亿元
   7小时前分享至打开微信“扫一扫”，打开网页后点击屏幕右上角分享按钮 近日，中国银行作为联席主承销商及账簿管理人，成功协助韩国产业银行发行3年期30亿元离岸人民币债券（点心债），票面利率1.69%。本次发行创下韩国产业银行最大规模离岸人民币公募债券发行纪录。中国银行表示，此次业务的成功落地，既有效帮助发行人锁定了低成本境外融资，也为中韩两国金融机构在离岸人民币债券市场的合作树立了新标杆，对丰富离岸市场发行主体结构、纵深推进人民币国际使用具有积极示范效应。（新华社）
6. IPO-Bound Kuku Technologies Turns Profitable In FY26, Revenue Surges 6X To ₹1,484 Cr｜海外
   Kuku Technologies Limited, parent company of audio OTT platform Kuku FM and microdrama app Kuku TV, swung into the black…
7. New-Age Tech Stocks Extend Slide, Turtlemint Slumps Another 20% This Week｜海外
   New-age tech stocks remained under pressure this week, with 47 stocks declining as benchmark indices recorded their eighth consecutive weekly…
8. AceVector IPO: SoftBank Pockets ₹88 Cr, Most Selling Shareholders Book Losses｜海外
   Snapdeal parent AceVector’s initial public offering (IPO) provided an exit opportunity to several of its early investors and promoters, with…
9. From Simple Energy To Arivihan — Indian Startups｜海外·印度｜$233 M
   Indian startups raised $233.6 Mn across 16 deals between September 28 and October 2, up 14.9% from $203 Mn in the previous week
10. IPO-Bound JSW One’s FY26 Loss Narrows 51% YoY To ₹107 Cr, Revenue Jumps 45%｜海外
    IPO-bound JSW One Platforms narrowed its consolidated net loss by 50.9% to ₹106.5 Cr in FY26 from ₹217 Cr in the previous financial year
11. Ecosystem Roundup: MoneyHero’s activist wants a sale, but Richard Li holds the votes｜海外·法国｜US$80.7 m
    Jonathan Honig, who owns about 9% of MoneyHero’s Class A shares, wants the Nasdaq-listed comparison platform sold. His open letter asks the board to hire an independent adviser and explore a sale before a 5 October deadline. Honig’s complaints are hard to dismiss: no permanent CEO six months after Rohith Murthy’s exit, revenue down from US$80.7 million in FY2023 […] The post Ecosystem Roundup: MoneyHero’s activist wants a sale, but Richard Li holds the votes appeared first on e27.
12. Firmus sets $11 share price for $7.1 billion ASX float｜海外｜$11
    Reuters reported the offer implies an equity valuation of US$30.6 billion (A$44bn) for a company worth just $1bn 12 months ago.
13. The advice gap: Why VCs don’t practice what they preach｜海外
    Walk into any pitch meeting, attend any LP conference, or read any VC blog, and you’ll be handed the same well-worn gospel: build diverse teams, move fast, be transparent, hire for culture, flatten hierarchies, and always be learning. This is the catechism of the modern venture capitalist, wisdom dispensed freely, with conviction, to the founders […] The post The advice gap: Why VCs don’t practice what they preach appeared first on e27.
14. MoneyHero’s activist investor wants a sale. Richard Li holds the real vote｜海外·法国
    Every comparison site promises to find you a better deal. Jonathan Honig thinks it’s time MoneyHero found one for itself. On 29 September, the investor, who says he owns about 9 per cent of MoneyHero’s Class A shares, published an open letter asking the board to hire an independent adviser and explore a sale. Honig’s […] The post MoneyHero’s activist investor wants a sale. Richard Li holds the real vote appeared first on e27.
15. The agritech credit paradox: Lessons from TaniHub and Indonesia’s first agritech generation｜海外·印度
    Indonesia’s agritech sector looks different in 2026 than it did when TaniHub raised its Series B in 2021. The cohort of platforms that emerged in the late 2010s — TaniHub, Crowde, iGrow, Sayurbox, and others — aimed to do for smallholder agriculture what fintech had done for SME credit: build technology infrastructure for a segment […] The post The agritech credit paradox: Lessons from TaniHub and Indonesia’s first agritech generation appeared first on e27.
16. Kevin Mandia’s new ‘agent swarm’ security startup Armadin｜海外｜$255.5M
    Kevin Mandia, best known as the founder of Mandiant, has a new startup that is using agent swarms to test and protect enterprises.
17. Niyo FY26: Revenue Zooms 80% YoY to ₹158 Cr, Loss Narrows 58%｜海外
    Fintech soonicorn Niyo’s parent, Finnew Solutions Pvt Ltd, slashed its consolidated net loss by 58.1% to ₹32.6 Cr in the…
18. Seeds Fincap｜海外｜$10.4 M
    Delhi NCR-based NBFC Seeds Fincap raised more than ₹100 Cr ($10.4 Mn) in a Series B funding round led by…

🤖 机器人・AI

1. 贝森特“灭火”：美债收益率上升属全球现象，驳斥AI泡沫担忧｜海外·美国
   6小时前分享至打开微信“扫一扫”，打开网页后点击屏幕右上角分享按钮 美国财政部长贝森特为近期国债收益率攀升进行辩护，并对人工智能泡沫论予以驳斥，同时暗示美国政府未来或将向更多盟友国家提供金融援助。本周10年期美债收益率一度触及2002年以来最高水平，尽管如此，贝森特在接受媒体采访时表示，当前利率走势是全球共性现象，无需过度担忧。（新浪财经）
2. 【数智周报】中国大模型首次进入OpenAI企业付费结算体系；AMD斥资82亿美元收购李飞飞世界模型公司；Anthropic上市文件披露对亚马逊、谷歌依赖加深，2025年营收近46亿美元……｜海外·美国｜82亿美元
   （9月28日-10月3日）美国拟限制中国光模块进入国家安全系统；Manus将重新开拓中国市场；谷歌发布Gemini 4模型；Anthropic据悉计划在感恩节假期前进行大规模IPO； 博通筹集600亿美元，用于为Anthropic供应芯片……
3. Skin In The Game: Why Banks Are Taking Stakes In AI Labs｜海外｜$30 M
   Rogo, a US-based financial-services AI startup, raised $30 Mn this month. What made this unique was that some of the…
4. Singapore’s AI dividend will depend on what happens after the pilot phase｜海外·新加坡
   Singapore’s early bet on artificial intelligence could give its economy a modest but meaningful lift as population ageing starts to bite. But the real test will not be how many companies say they use AI. It will be whether they can rebuild work around it. The ASEAN+3 Macroeconomic Research Office (AMRO) said in its annual […] The post Singapore’s AI dividend will depend on what happens after the pilot phase appeared first on e27.
5. Inside ixigo’s Full-Stack Model: How Trains, Flights And Buses Are Funding Its Next Bets｜海外
   ixigo is moving beyond ticketing, using hotels, AI, VAS and cross-selling to build multiple monetisation engines around the traveller
6. “宁王”座下，车企的三次大撤退｜海外·美国
   我，30岁，轻资产、小团队，一年卖2000万突发！特朗普签行政令：美国政府全面封杀「AI」讲个笑话，只有148家门店的“很久以前”要IPO了“宁王”座下，车企的三次大撤退
7. Why Philippine companies are winning AI mentions but losing control of context｜海外·法国
   For years, companies have treated Google rankings as the front door to online discovery. A new study from Manila-based digital marketing agency Spiralytics suggests that door is no longer the only one that matters. As consumers increasingly ask ChatGPT, Google Gemini and Perplexity for product recommendations, comparisons and buying advice, brands face a new visibility […] The post Why Philippine companies are winning AI mentions but losing control of context appeared first on e27.
8. 我，30岁，轻资产、小团队，一年卖2000万｜海外·美国
   突发！特朗普签行政令：美国政府全面封杀「AI」讲个笑话，只有148家门店的“很久以前”要IPO了「他每一句话，我都不同意！」黄仁勋最反感的人刚刚递表了，招股书80页都在警告风险
9. Cheque-in: 3 startups pocket $18.75 million to start October｜海外·澳大利亚｜$18.75 m
   Australian startups raised capital for cancer treatments, AI tools for infrastructure assessment, and waste concrete processing systems.
10. Researchers Flag AI Overreach, Moneyview’s Bumper IPO & More｜海外
    OpenAI Dispute Sparks Academic Panic Last month, OpenAI’s Codex possibly solved the Navier-Stokes equations in days. But mathematician Tristan Buckmaster…
11. 突发！特朗普签行政令：美国政府全面封杀「AI」｜海外·美国
    瞄准餐厅后厨场景，前美团外卖技术负责人，让AI餐饮机器人落地干活年轻人不买潘多拉，转头捧红了这些国货首饰突发！特朗普签行政令：美国政府全面封杀「AI」谷歌Gemini 4突然发布！RSI加持，GPT和Opus都让让
12. 30 Startups To Watch: Startups That Caught Our Eye In September 2026｜海外·印度
    September was a busy month for India’s tech and startup ecosystem, with AI and deeptech dominating the conversation. Funding activity…
13. Zeya Health｜海外
    In healthcare, booking an appointment is rarely as simple as finding an empty slot on a calendar. A patient may need a specific doctor, a particular procedure, a referral, a follow-up window, or a clinic that accepts certain rules around timing and availability. Much of this still sits in phone calls, WhatsApp threads and front-desk […] The post Zeya Health acquires ConnectLah to build AI booking rails for clinics appeared first on e27.
14. Q3 Funding Crawls Up, Inc42’s CTO Summit 2026 & More｜海外·印度
    Startup investors turned selective in Q3 2026. Meanwhile, India minted two new unicorns, while AI and cleantech sectors topped funding charts.
15. Valor, Atreides, and Sequoia back AI startup Flow Engineering at $750M valuation｜海外｜$750M
    Flow Engineering, which is bringing AI agents to hardware design, also landed Roelof Botha as an angel investor and board member.
16. Factory CEO just accused his VC board adviser of spying for Cognition｜海外
    VC Chris Degnan and former board adviser to Factory AI has taken a job as chief revenue officer for competitor Cognition -- and everyone is arguing on X about it.
17. AI voice startup ElevenLabs doubles valuation to $22B｜海外｜$22
    The $300 million employee tender was co-led by Wellington and T. Rowe Price.
18. EliseAI｜海外·美国｜战略投资
    美国房地产对话式AI平台EliseAI宣布完成新一轮战略融资，投资方包括a16z、BVP等知名机构。

🩺 生物医药

1. Link Cell Therapies｜海外·美国｜A+轮
   美国肿瘤细胞治疗服务商Link Cell Therapies宣布完成A+轮融资，多家知名投资机构参与。
2. Summit Therapeutics｜海外·英国｜战略投资
   阿斯利康宣布战略投资英国肌营养不良药物研发商Summit Therapeutics，双方将共同推进肌营养不良症治疗药物的研发。

⚛️ 前沿能源

1. Reverion｜海外·德国｜B轮｜1.75亿美元
   Reverion是一家德国沼气发电技术研发商，专注于研发沼气发电技术研发，解决了与沼气发电相关的历史技术缺陷，使用户从相同数量的生物质中获得的收入。近日，Reverion宣布完成1.75亿美元B轮融资，资金将用于建设全新年产 250MW 生产基地，规模化生产可逆式能源系统。该设备可在高效发电与固体氧化物制氢两种工况之间灵活切换。
2. 三友联众｜海外·越南｜超6.6亿元
   三友联众是一家继电器提供商，集研发、生产、销售、服务于一体，为用户提供磁保持继电器、通用功率继电器、汽车继电器、新能源继电器等产品，应用于家电、交通、工业等领域。三友联众公告，公司拟向不特定对象发行可转换公司债券，募集资金总额不超过6.6亿元，扣除发行费用后将用于信号继电器扩产及产业化建设项目、光伏、储能及算力领域继电器扩产建设项目、越南生产基地建设项目、磁保持继电器扩产建设项目及补充流动资金。

🛍️ 消费・品牌

1. 这个据说年薪百万的岗位，到底是干什么的？｜海外·日本
   执掌20年，市值暴涨30倍，“全球第一CEO”：好的一把手，敢当“坏人”从亚运会上的礼仪大爷看日本老龄化：70岁正是闯的年纪山姆没有捷径，中国零售平台集体追赶30%自营率这个据说年薪百万的岗位，到底是干什么的？
2. 外国人来华科技游，看见了什么？｜海外·日本
   执掌20年，市值暴涨30倍，“全球第一CEO”：好的一把手，敢当“坏人”从亚运会上的礼仪大爷看日本老龄化：70岁正是闯的年纪山姆没有捷径，中国零售平台集体追赶30%自营率外国人来华科技游，看见了什么？
3. 山姆没有捷径，中国零售平台集体追赶30%自营率｜海外·日本
   执掌20年，市值暴涨30倍，“全球第一CEO”：好的一把手，敢当“坏人”从亚运会上的礼仪大爷看日本老龄化：70岁正是闯的年纪2亿人捧红的“顶流网红”，真面目被彻底戳穿山姆没有捷径，中国零售平台集体追赶30%自营率

地区分布

• 海外：48 条
• 印度：15 条
• 美国：13 条
• 日本：8 条
• 法国：5 条

投看观察

1. 优先关注大额融资、头部机构连续加注，以及从种子/天使进入A轮的项目，这些通常反映赛道从概念验证走向规模验证。
2. 同一赛道若同时出现融资、并购与IPO事件，通常意味着产业成熟度和资本退出预期同步提升。
3. 地区热度只代表本期信息流密度，不等同于长期投资吸引力，建议结合历史融资频次与产业链完整度判断。