周二快乐。如果您今天早上正在收看《财经论谈》（Squawk Box），您可能已经注意到背景有所不同：该节目今天在华盛顿特区进行现场直播，因为科技高管们正齐聚美国首都，共同探讨人工智能。在华尔街经历下跌行情后，美股期货在开盘前走高。以下是投资者开启交易日需要了解的五个关键点：
Happy Tuesday. If you're watching "Squawk Box" this morning, you may have noticed a different backdrop: The show is live from Washington, D.C. today as tech execs descend on the nation's capital to talk artificial intelligence. Stock futures are higher before the bell following a down day on Wall Street. Here are five key things investors need to know to start the trading day:
- 午餐会与学习唐纳德·特朗普总统定于今天与包括Anthropic的达里奥·阿莫代（Dario Amodei）、Meta的马克·扎克伯格（Mark Zuckerberg）和Alphabet的桑达尔·皮查伊（Sundar Pichai）在内的科技领袖共进午餐。此次聚会正值人工智能公司新闻频发之际。最新动态如下：据CNBC的阿什利·卡普特（Ashley Capoot）报道，OpenAI因即将推出的模型未能达到公司安全标准，已放弃了发布计划。
- Lunch and learn President Donald Trump is set to meet with technology leaders including Anthropic's Dario Amodei, Meta's Mark Zuckerberg and Alphabet's Sundar Pichai at a luncheon today. The gathering comes after a busy news day for AI companies. Here's the latest: OpenAI abandoned plans to release an upcoming model after it failed to meet the company's safety standards, CNBC's Ashley Capoot reports.
不要错过CNBC今天在旧金山OpenAI年度开发者大会现场对OpenAI首席执行官萨姆·奥特曼（Sam Altman）和首席财务官莎拉·弗莱尔（Sarah Friar）的采访。
Don't miss CNBC's interviews with OpenAI CEO Sam Altman and CFO Sarah Friar live from OpenAI's annual developers conference in San Francisco today.
消息人士还告诉CNBC，在英伟达同意以约130亿美元收购Hugging Face之前，OpenAI曾试图投资该公司——而OpenAI的智能体曾在7月份入侵过Hugging Face。
Sources also told CNBC that OpenAI tried to invest in Hugging Face — the company OpenAI's agents hacked in July — before Nvidia agreed to buy it for around $13 billion.
与此同时，Anthropic昨天发布了Sonnet 5.5，这是自其首席执行官因安全担忧呼吁行业放缓发展以来的第二次模型发布。
Meanwhile, Anthropic launched Sonnet 5.5 yesterday, its second model release since its CEO called for an industry slowdown amid safety concerns.
路透社昨晚报道称，Anthropic在其IPO招股书中警告称，人工智能模型可能会对人类构成“灾难性或生存性风险”。AMD正以82亿美元的价格收购World Labs。CNBC的基夫·莱斯温（Kif Leswing）撰文指出，这家由行业先驱李飞飞创立的人工智能实验室，正在开发一种能够模拟3D环境的所谓“世界模型”。
Reuters reported last night that in its IPO prospectus, Anthropic warns that AI models could pose a "catastrophic or existential risk to humanity." AMD is acquiring World Labs in a deal worth $8.2 billion. CNBC's Kif Leswing writes that the AI lab — which was founded by industry pioneer Fei-Fei Li — is developing what's called a world model that can simulate 3D environments.
- 秋意渐浓美国国债收益率本周伊始继续攀升至多年高点，使华尔街处于守势。
- Fall chill Treasury yields started the week by continuing their climb to multiyear highs, putting Wall Street on its back feet.
三大股指昨日收盘均告下跌。道琼斯工业平均指数下跌近350点，纳斯达克综合指数跌幅接近1%。与此同时，标普500指数创下一个多月以来的最大单日跌幅。
The three major averages all finished yesterday's session in the red. The Dow Jones Industrial Average lost almost 350 points, while the Nasdaq Composite shed nearly 1%. The S&P 500, meanwhile, recorded its biggest one-day loss in more than a month.
- 钢铁侠特朗普昨日宣布，Mesabi Metallics计划投资150亿美元在艾奥瓦州建设一座钢铁厂。一位白宫官员向CNBC透露，该设施将于2030年投产，这将是美国历史上同类工厂中规模最大的一座。
- Man of steel Trump announced yesterday that Mesabi Metallics plans to invest $15 billion to build a steel plant in Iowa. A White House official told CNBC that production will begin in 2030 at the facility, which would be the largest plant of its kind in U.S. history.
白宫表示，该钢铁厂第一阶段的年产量约为750万吨，并将提供多达6000个建筑岗位。总部位于明尼苏达州的Mesabi向CNBC表示，该工厂将生产“100%的美国钢铁”。正如CNBC的凯文·布鲁宁格（Kevin Breuninger）所指出的，这笔交易是在11月中期选举前达成的，预计此次选举将聚焦于选民如何看待特朗普对经济的管理。在此之前，特朗普还决定对进口钢铁征收关税。
The White House said the first phase of the steel plant would produce around 7.5 million tons per year and support as many as 6,000 construction jobs. Minnesota-based Mesabi told CNBC that the plant would produce "100% American steel." As CNBC's Kevin Breuninger notes, the deal comes ahead of November's midterm elections which are expected to center on how voters see Trump's stewardship of the economy. It also follows Trump's decision to impose tariffs on imported steel.
- 从MongoDB到Meta在担任MongoDB首席执行官不到一年后，CJ·德赛（CJ Desai）即将离职加入Meta。他将直接向Meta首席执行官马克·扎克伯格（Mark Zuckerberg）汇报，担任公司首席企业平台官。
- Mongo to Meta After less than a year as MongoDB CEO, CJ Desai is leaving for Meta, where he will report directly to Meta CEO Mark Zuckerberg as the company's chief enterprise platform officer.
Meta在新闻稿中表示，德赛将领导其全新的Meta企业平台业务。该平台将专注于一系列工具，其中包括其新的Muse智能体和编码工具。就在今天上午，Meta还发布了Muse小型企业版，这是其近期推出的AI智能体的一个版本。
Meta said in a press release that Desai will lead its new Meta Enterprise Platform for businesses. The platform will focus on a suite of tools that will include its new Muse agent and a coding tool. Just this morning Meta announced Muse for Small Business, a version of its recently launched AI agent.
受德赛离职消息影响，MongoDB股价在昨日交易中暴跌18.5%，创下该股自3月以来的最大单日跌幅。临时首席执行官德夫·伊蒂切里亚（Dev Ittycheria）将于美国东部时间今天上午10点参加CNBC的《Squawk on the Street》节目。
MongoDB shares tumbled 18.5% in yesterday's session following news of Desai's exit, marking the stock's biggest one-day drop since March. Interim CEO Dev Ittycheria will join CNBC's "Squawk on the Street" today at 10 a.m. ET.
- 幽闭恐惧症阿拉斯加航空正加入争夺高端旅客的行列。该航空公司今晨宣布了一项重大的高端客舱改造计划，将为其阿拉斯加航空和夏威夷航空的机队飞机引入全新的套房和高端经济舱座椅。
- Cabin fever Alaska Airlines is jumping into the race to win high-end travelers. The airline this morning announced a major premium cabin overhaul that will bring new suites and premium economy seats to planes in both its Alaska and Hawaiian fleets.
这两家航空公司于2024年合并，但仍以独立品牌运营。它们目前也正致力于开设机场贵宾室，以吸引愿意为奢华旅行买单的客户。阿拉斯加航空将在西雅图-塔科马机场开设一间新贵宾室，而夏威夷航空位于檀香山的新贵宾室预计将于2028年开放。
Both airlines, which merged in 2024 but operate as distinct brands, are also working on opening airport lounges to lure customers willing to shell out for luxury travel. Alaska will open a new lounge at Seattle-Tacoma Airport, while Hawaiian's new lounge in Honolulu is set to open in 2028.
此项公告发布于阿拉斯加航空今天在西雅图举行的投资者日之前。首席执行官本·米尼库奇（Ben Minicucci）将于美东时间上午10:20参加CNBC的《Squawk on the Street》节目。
The announcement comes ahead of Alaska's investor day in Seattle today. CEO Ben Minicucci will join CNBC's "Squawk on the Street" at 10:20 a.m. ET.
每日股息：迪士尼前首席执行官鲍勃·查佩克（Bob Chapek）自2022年被这家娱乐巨头解雇后一直保持沉默。但查佩克昨天参加了CNBC的《Squawk Box》节目，在宣传其新出版的揭秘回忆录时，讨论了他在迪士尼的任期。
The Daily Dividend Former Disney CEO Bob Chapek has stayed largely quiet about his 2022 firing from the entertainment giant. But Chapek joined CNBC's "Squawk Box" yesterday to discuss his tenure at Disney while on a book tour for his new tell-all memoir.