投看国外投资周报（汇总）｜2026-10-19 至 2026-10-25

本期共收录 133 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 133 条；IPO/上市相关 16 条；高频地区：海外、美国、印度、日本、瑞士。

🤖 机器人・AI

1. 【数智周报】MiniMax港股破发；DeepSeek开源推理框架DeepInfer并披露收入账本；美国国土安全部正式下令禁采DeepSeek……｜海外·美国｜新一轮融资｜约1000亿元
   （10月19日-10月24日）DeepSeek拟在最新一轮融资中筹得约1000亿元；Today AI累计完成超2亿美元融资；工信部：600亿元国家AI基金投出一批项目，AI企业超6600家；中国半数token消耗靠AI短剧？豆包高管回应；AI板块近期遭遇明显抛售……
2. From Toast to Bessemer: Who founders will hear from at TechCrunch Founder Summit 2026 ｜海外
   Hosted by TechCrunch in partnership with Fidelity Private Shares, the full-day event goes beyond fundraising and AI to explore the realities of finding customers, building teams, sharpening a pitch, developing founder leadership, and scaling companies both inside and outside traditional startup hubs.
3. What some of Anthropic’s backers are worth before its IPO｜海外
   Early-stage and follow-on investors in the AI lab are already sitting on major paper returns.
4. London’s Cognitive Credit｜海外·英国｜€35.73 m
   Cognitive Credit, the London-based provider of corporate credit data, analytics and AI technology, has secured a €35.73 million ($40 million) strategic growth investment. The investment round was led by global growth equity firm Summit Partners, with continued participation from existing investor ETFS Capital. The investment follows an €8.93 million ($10 million) Series B led by […] The post London’s Cognitive Credit lands €35.73 million to scale its AI and data platform for credit markets appeared first on EU-Startups.
5. Warp Sciences｜海外·美国｜A轮｜2.15亿美元
   Warp Sciences是一家药物研发项目所需分子提供商，不自主开发新药，专门为药企、Biotech 合成、测试研发所需的小分子化合物，聚焦先导优化、分子类似物制备等临床前化学环节。依托化学家示教数据训练实验机器人，打造自动化湿实验室，形成实验数据与 AI 模型的迭代闭环，采用交付成功才计费的模式。其核心战略是把药物合成化学产能留在美国本土，降低药企对外外包供应链的地缘风险，当前技术方案仍处于商业化起步验证阶段。近日，Warp Sciences获得2.15亿美元A轮融资，Lightspeed Venture Partners光速全球领投，Menlo Ventures、Premji Invest、Lux Capital、Mayfield Fund、Headline Asia参投。
6. Berlin’s Cygrid exits stealth with €2.66 million to stop AI agents from accessing confidential company data｜海外·德国｜€2.66 m
   Cygrid, a Berlin-based cybersecurity startup, has exited stealth with a €2.66 million pre-Seed funding round for its identity-enforcement platform that controls access to confidential information. The funding round was led by Atlantic, the pan-European pre-Seed fund, with participation from D11Z, the Schwarz family office-backed venture firm, alongside angel investors including Boris Gorin, VP Product at […] The post Berlin’s Cygrid exits stealth with €2.66 million to stop AI agents from accessing confidential company data appeared first on EU-Startups.
7. Promaxo｜海外·美国｜C轮
   Promaxo是一家美国医学影像服务提供商，专注于医学影像，机器人和AI技术，拥有60多项专利支持的医疗技术，凭借紧凑且适应性强的MRI，该公司正在提高患者筛查和干预措施的质量和速度。Promaxo在准备进入美国市场时已与投资者团体建立了许多长期和战略合作伙伴关系。近日，Promaxo获得C轮融资，Amara Ventures、New Science Ventures投资。
8. 半年亏掉807亿美元？美国AI一哥，也在用力地活着｜海外·美国｜807亿美元
   到底是谁在给谁打工?算力营收亏损披露今天 10:39
9. 方领投｜海外·阿联酋｜300亿美元
   OpenAI据悉即将完成由阿联酋投资方领投的一轮最高规模达300亿美元的融资，投前估值1.25万亿美元，协议将从阿联酋获得更多算力，拟于下周结束前完成协议签署。（财联社）
10. OpenAI working on new $30B｜海外｜$30
    Should OpenAI command an over $1 trillion valuation with this round, it would break records as the most highly valued private company ever.
11. Amsterdam’s Indurex｜海外·荷兰｜€7 m
    Indurex, an Amsterdam-based startup building an AI-native platform for Cyber-Physical Systems (CPS) security, has raised €7 million in funding, less than nine months after coming out of stealth. The round was led by Contrarian Ventures, the European early-stage firm that backs energy and industrial technology companies, with participation from Axeleo Capital and Dutch venture capital […] The post Amsterdam’s Indurex raises €7 million to strengthen cybersecurity and safety across cyber-physical systems appeared first on EU-Startups.
12. 高盛承诺投入5亿美元成立小企业AI研究院，联手OpenAI、谷歌等推动AI应用｜海外·美国｜5亿美元
    高盛宣布承诺投入5亿美元，成立小企业AI研究院，并扩大其“10,000 Small Businesses”项目，计划为另外1万家企业提供教育、融资渠道及支持服务。该研究院将与Anthropic、谷歌、Meta和OpenAI合作，帮助美国小企业将AI融入日常运营。具体而言，研究院将与OpenAI合作，为社区学院合作伙伴覆盖的企业提供定制化AI培训；与谷歌合作，为近2万名小企业主及员工提供AI专业证书课程，并提供3个月免费Google AI Pro使用权限。高盛表示，该计划旨在帮助小企业提升AI应用能力、扩大业务规模。（财联社）
13. Lisbon’s Beyond Vision｜海外｜€28 m
    Beyond Vision, a Lisbon-based manufacturer of unmanned aerial systems and vehicles (drones), announced today the completion of an investment round of over €28 million. The round was co-led by Índico Capital Partners and Lince Capital, with a follow-on investment from ActiveCap, a shareholder since 2024. The company plans to use this fresh capital to scale […] The post Lisbon’s Beyond Vision raises over €28 million to scale AI drones for civilian and defence markets appeared first on EU-Startups.
14. Mach9｜海外·美国｜A轮｜3400万美元
    Mach9是一家AI计算机辅助设计软件解决方案提供商，主打 Digital Surveyor 平台，利用 AI 从 LiDAR 点云数据中自动识别提取路缘、护栏、管线等地物，快速生成工程级 CAD 初稿，厘米级精度，可无缝对接 Civil 3D 等传统工程软件，大幅缩短公路、市政、管线测绘绘图周期。平台已服务多家头部工程公司与美国州交通部门，落地 2500 余个基建项目近日，Mach9获得3400万美元A轮融资，Bessemer Venture Partners、First Round Capital联合领投，Quiet Capital、Prudence Holdings参投。
15. Rulen｜海外·意大利｜战略投资｜180万欧元
    Rulen（前身 LexSA）是 一家税务会计垂直 AI 运营平台，面向会计师、税务师事务所与企业财税团队，依托 Agentic AI 把税法规则转化为自动化合规工作流。平台可对接意大利税局 Cassetto Fiscale 系统与原有财税工具，自动完成单据采集、法规研判、税务测算、对账、底稿与申报文件生成，所有结果保留人工复核环节，满足财税强监管、可追溯审计要求。近日，Rulen获得180万欧元战略投资，VC Partners领投，Alpha Venture、AME Ventures、Growth Engine、Zest参投。
16. Barcelona’s Masia｜海外·西班牙｜€18 m
    Masia, a Barcelona-based venture capital platform, today announced it has closed its €18 million debut fund to invest in early-stage AI and frontier tech companies with a Barcelona connection. The fund attracted backing from more than 70 limited partners, including successful technology founders, executives and experienced investors, alongside two institutional investors. “We launched Masia’s first […] The post Barcelona’s Masia closes €18 million debut fund and opens a physical hub for frontier tech founders and investors appeared first on EU-Startups.
17. Backed by Yann LeCun and Arthur Mensch, Swiss Physical AI startup Enact Intelligence exits stealth with €26.68 million｜海外·瑞士｜€26.68 m
    Enact Intelligence, a physical AI startup headquartered in Zurich, has come out of stealth today with a €26.68 million ($30 million) pre-Seed funding round, one of the largest pre-Seed raises in Europe to date. The round saw participation from institutional investors redalpine, Notion Capital and firstminute capital, alongside a notable slate of angel investors, including […] The post Backed by Yann LeCun and Arthur Mensch, Swiss Physical AI startup Enact Intelligence exits stealth with €26.68 million appeared first on EU-Startups.
18. 92% of Bitcoin liquidations were shorts: What happens when the squeeze ends?｜海外｜US$84
    Bitcoin rose 1.51 per cent to US$84,055.22 in 24 hours, and Ethereum rose 0.97 per cent to US$2,471.00. The total crypto market cap rose 1.36 per cent. A rebound in technology and AI stock sentiment lifted risk appetite across both assets. Bitcoin showed a 79 per cent correlation with the S&P 500, and its 24-hour […] The post 92% of Bitcoin liquidations were shorts: What happens when the squeeze ends? appeared first on e27.

📌 其他赛道

1. Flipkart’s Summer Of Discontent｜海外
   Questions over an IPO and ESOPs, huge investments in quick commerce and food delivery and the pressure to deliver profits:…
2. New-Age Tech Stocks Tumble This Week, Swiggy Leads Sell-Off With 24.5% Fall｜海外｜$11 Bn
   New-age tech stocks lost over $11 Bn in combined market capitalisation this week, with Swiggy leading a broad sell-off amid…
3. Flipkart-Backed super.money’s FY26 Revenue Triples To ₹292 Cr｜海外
   UPI provider super.money reported a net loss of ₹263.8 Cr in FY26, 78.5% higher than ₹147.8 Cr loss incurred in…
4. 手握10亿资金，分红不手软，百普赛斯为何执意二闯港交所？｜海外·瑞士
   重金押注瑞士为哪般？
5. From Even Health To The Pant Project— Indian Startups｜海外·印度｜$184 M
   Indian startup funding activity slowed down in the third week of October, with 17 startups raising over $184 Mn. This…
6. VCs, Superhuman Mail founder share red flags about product-market fit｜海外
   Top investors from Iconiq and Sapphire Ventures, along with Rahul Vohra, the founder of Superhuman Mail, share the do's and don'ts for building hit products.
7. Carta and NewView partner, hoping to entice more startups to let employees sell shares early｜海外
   A new program wants to encourage more startups to allow workers to cash out early by making it easier to transact tender offers.
8. Agent cloud startup Daytona hits $1B valuation backed by FirstMark and a who’s who of angels｜海外｜$1
   Daytona is building a cloud for agents that's like giving every agent its own computer. It has attracted founders of Stripe, Perplextity, Datadog, Mercor, and others as angels, it says.
9. Zetwerk Makes Its Market Debut; Can Scale Alone Widen Its Thin Margins?｜海外｜$150 M
   Companies change course in good times and bad. For Zetwerk, the key turn came after it raised $150 Mn from…
10. 据悉日本央行将维持快速加息节奏，12月成为焦点｜海外·日本
    知情人士称，受当前物价走势、叠加央行判断此前加息对经济冲击有限，日本央行或将维持较快加息节奏，下一个加息窗口落在12月。知情人士表示，央行官员认为基础通胀趋势已大致达到2%的目标水平，但同时认为当前政策利率距离既不刺激、也不抑制经济的中性利率仍有一段距离。在此背景下，央行认为越来越有必要将基础通胀稳定在目标附近。知情人士称，如果经济与通胀走势符合央行预判，近期加快的加息节奏大概率延续。（新浪财经）
11. Y Combinator-Backed Firstwork Nets $15 Mn To Expand Footprint Across US And Europe｜海外｜$15 M
    US-based HR tech startup Firstwork has raised $15 Mn (over ₹142 Cr) in a Series A funding round led by…
12. [Update] Tonbo Imaging Shares End Debut Session At 62% Premium To IPO Price｜海外
    Update | October 23, 2026, 16:40 IST Defence tech company Tonbo Imaging’s shares closed their debut session at ₹1,133.65 on…
13. Milan’s Phononic Vibes｜海外·法国｜€25 m
    Phononic Vibes, a Milan-based noise management company that designs and manufactures noise and vibration products for rail, energy, industry, construction and mobility, has secured a €25 million financing round. The company has also launched its new identity and website today. The round was led by Jolt Capital, a Paris-based private equity firm specialising in DeepTech […] The post Milan’s Phononic Vibes secures €25 million to expand noise control tech used by Deutsche Bahn and Mercedes-Benz appeared first on EU-Startups.
14. The CFO Code: Perfios’ Prashant Mahagaonkar On Balancing Founder Ambition With Financial Discipline｜海外
    Getting an acquisition across the finish line can take months of negotiations, due diligence, paperwork and financial scrutiny. But closing…
15. Ola Electric Slides Over 7% After Bearish Call From Goldman Sachs｜海外
    Update | October 23, 16:55 IST Shares of Ola Electric ended the day 6.39% lower at ₹29.90 apiece on the…
16. IPO-Bound Garuda Aerospace’s FY26 Profit Jumps 41% To ₹25.9 Cr｜海外
    Chennai-based dronetech startup Garuda Aerospace reported a net profit of ₹25.9 Cr in FY26, growing 41.1% from ₹18.4 Cr from…
17. The European startups defending Ukraine in 2026, and the VCs funding them｜海外·俄罗斯｜€1.8 billion
    As Ukraine continues to defend itself against Russia’s invasion, European startups are developing technologies ranging from autonomous drones and air-defence systems to satellite intelligence, with venture capital playing an increasingly important role in supporting defence innovation. EU-Startups’ reporting on European DefenceTech and adjacent dual-use technologies has identified more than €1.8 billion in financing across 22 […] The post The European startups defending Ukraine in 2026, and the VCs funding them appeared first on EU-Startups.
18. Jio Platforms IPO Booked 6.76X On Day 3 So Far, QIB Portion Subscribed 14.18X｜海外
    Reliance Industries’ digital services arm Jio Platforms’ IPO was subscribed 6.76X as of 11:48 IST on the third and final…

💼 企业服务・产业数字化

1. Unicommerce Q2: Profit Rises 11% YoY To ₹6.4 Cr, Revenue Up 15%｜海外
   Ecommerce SaaS company Unicommerce reported a consolidated net profit of ₹6.4 Cr in the September quarter of FY27, up 11%…
2. Pigment｜海外·法国｜E轮｜2.5亿美元
   Pigment是一家法国业务预测平台提供商，Pigment提供了一个平台，使用户可以掌控他们的业务数据，呈现公司的全光谱视图，使他们能够通过图表，模拟和连续建模实时处理多个未来方案。近日，Pigment获得2.5亿美元E轮融资，EQT殷拓集团领投。

🛍️ 消费・品牌

1. 美国运通盘前股价走低，刷卡消费额逊于预期｜海外·美国｜4540亿美元
   美国运通股价下跌，此前公司公布的信用卡等产品交易额不及分析师预期。第三季度刷卡消费额为4540亿美元，低于调查的预测均值4569亿美元。公司表示，退出部分小企业联名卡合作项目对业绩造成了影响。不过，随着富裕消费者继续增加高端信用卡消费，美国运通上调了全年盈利指引。公司周五在声明中表示，预计2026年每股收益为18.30至18.60美元，此前预期为17.30至17.90美元。第三季度调整后每股收益为4.68美元，高于分析师平均预期的4.49美元。（新浪财经）
2. Davion Healthcare 上市｜海外·美国
   Davion Healthcare是一家非侵入性家庭检测服务商，专注于研发和商业化非侵入式家庭健康监测技术，旨在帮助消费者及早发现潜在健康异常，旗舰产品BreastCheck是一款已在美国食品药品监督管理局(FDA)注册的家用乳房健康筛查产品，可通过监测乳房表面温度变化识别潜在异常，检测过程不到15分钟，结果可通过手机应用程序或网络查看，但不能替代乳腺X线检查或临床诊断。近日，Davion Healthcare 在纳斯达克上市，证券代码为DAVI。
3. TCL前销冠创业，卖华强北电子配件，登顶海外销售榜｜海外·印度
   WOOK深耕印尼3C分销冲刺港股，高成本低利润待突破 消费出海科技今天 17:20
4. The Pant Project｜海外·印度｜B轮
   印度男装品牌The Pant Project完成B轮融资，由多家知名投资机构联合投资。
5. Forward Consumer Partners收购玉米片制造商Xochitl 50%股权｜海外·美国
   Xochitl成立于1995年，总部位于德克萨斯州欧文市，是一家美国知名玉米薯片和莎莎酱品牌，生产一系列原味和风味玉米片及莎莎酱。投资集团 Forward Consumer Partners日前宣布收购Xochitl0%的股权。Xochitl 的创始人兼首席执行官 Carlos Salinas 将保留公司 50% 的股份。
6. 高盛：市场趋势逆转将有利于美国市场表现落后的消费股｜海外·美国
   高盛策略师表示，由于低广度增大了趋势逆转的风险，此前掉队的美国消费股可能蕴含投资机会。Ben Snider领导的团队表示，如果动量股走势逆转，则可能发生领涨股下跌，或者落后股追赶的情况。向担心增长前景继续恶化导致股价向下“靠拢”的投资者推荐一些防御型股票，包括泰森食品和Kroger，高盛称相比同行，它们股价波动率低，自由现金流收益率高。（财联社）

🩺 生物医药

1. 再鼎医药｜海外·美国｜2.5亿美元
   再鼎医药是一家创新型，研究型，商业阶段的生物制药公司，位于中国和美国，致力于为中国和世界各地的患者带来用于癌症，自身免疫和传染病的转化药物。10月23日，再鼎医药（ZLAB.US，9688.HK）发布公告称，公司已与投资者订立证券购买协议，将通过私募配售（PIPE）发行1134万股美国存托股份（ADS），募集资金总额约2.499亿美元，扣除相关费用后预计净募资约2.412亿美元。此次融资将主要用于支持核心产品zocilurtatug pelitecan（zoci）的全球开发。

⚛️ 前沿能源

1. Peak Energy｜海外·美国｜B轮｜1.08亿美元
   Peak Energy是一家美国钠离子电池研发生产商，致力于开发低成本、千兆级储能技术。近日，Peak Energy获得1.08亿美元B轮融资，GM Ventures领投，LG集团、Xora Innovation、Eclipse Ventures、吴阳资本、Maverick Silicon参投。
2. 加拿大央行调查显示通胀预期上升，企业成本转嫁意愿增强｜海外·加拿大
   加拿大央行调查显示，通胀预期正在上升，并且有更多证据表明，企业计划将更高的投入成本转嫁给消费者。尽管大部分调查结果采集于美加贸易谈判8月底破裂之前，但加拿大央行表示，“整体企业信心改善”，第三季度销售前景好转。央行的前景指标小幅升至-0.33。“随着新关税出台以及近期能源价格反弹，通胀预期已经上升，”加拿大央行周一表示，“关税还削弱企业信心，导致出口和投资前景趋弱，并给成本和价格带来上行压力。”（新浪财经）

🔬 半导体・精密制造

1. 韩国央行行长：芯片价格比芯片股价格更重要｜海外·韩国
   韩国央行行长申铉松表示，相对于芯片制造商股价，最好更关注芯片价格。芯片价格没有下跌迹象，可能进一步上涨。（财联社）
2. 木头姐看多韩存储芯片：韩股下跌源于程序化交易，韩国半导体板块已进入买入区间｜海外·韩国
   方舟投资CEO、“颠覆性创新投资”代表人物凯茜・伍德，近期如此解读遭外资抛售冲击的韩国股市。对于大幅回调的韩国半导体个股，她表示：“市场确实已经进入买入区间。”被问及外资撤离的核心诱因，伍德解释：“今年6月，存储芯片价格见顶回落，同时韩元兑美元汇率创下新高。股价下跌叠加汇率因素，触发大量机械式程序化交易，问题根源并非韩国市场本身基本面存在硬伤。”（新浪财经）
3. 韩国推出2万亿韩元贸易融资，扶持SK海力士供应链企业｜海外·韩国｜14亿美元
   韩国政府联合SK海力士以及国内四大商业银行，推出规模达2万亿韩元（约合14亿美元）的共生型贸易融资项目，面向半导体供应商。该项目旨在降低供应商融资成本，让芯片行业的景气红利转化为中小企业的扩产投资。韩国产业通商资源部表示，19日在京畿道龙仁市SK海力士半导体产业集群举办共生贸易融资项目签约仪式，产业部长金正官出席。SK海力士、韩国贸易保险公社，以及国民银行、新韩银行、友利银行、韩亚银行共同签署协议。这是自去年8月出口供应链担保项目推出以来，针对单一企业规模最大的一份合作协议。（新浪财经）

地区分布

• 海外：65 条
• 美国：22 条
• 印度：9 条
• 日本：4 条
• 瑞士：3 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。