你好，我是Leonie Kidd，正在伦敦为您报道。欢迎收看CNBC《Daily Open》又一期节目。
Hello, this is Leonie Kidd coming to you from London. Welcome to another edition of CNBC's Daily Open.
这是一个值得标记的重要时刻——经霍尔木兹海峡的原油流量已恢复至战前水平。但代价何在？
It is an important moment to mark — crude flows through the Strait of Hormuz have returned to prewar levels. But at what cost?
柴油零售价触及历史新高，成品油供应依然紧张，给全球经济制造了严重麻烦。请继续阅读了解详情。
Diesel prices are at a record high at the pump, and refined product supply remains constrained, creating serious problems for the global economy. Read on for more.
今日必知 经霍尔木兹海峡的原油流量基本已恢复至战前水平。据高盛、摩根大通和Kpler的研究显示，经该海峡过境的出口量七日均值达到1350万桶/日，与战前基准持平。
What you need to know today Crude flows through the Strait of Hormuz have essentially returned to prewar levels. According to research from Goldman Sachs, JPMorgan and Kpler, exports transiting through the Strait have hit a seven-day average of 13.5 million barrels per day, matching the prewar baseline.
但定价依然令人痛心。成品油供应仍受限，装运量远低于平均水平。
But pricing remains a source of pain. Refined product supplies remain constrained, with shipments still far below average.
美国总统特朗普表示，他仍在考虑禁止柴油出口，以期压低价格，后者近期在零售端创下历史新高。布伦特原油和WTI原油周四早盘双双下跌。
U.S. President Donald Trump has said he is still considering a ban on diesel exports, in an effort to bring down prices, which have recently hit record highs at the pump. Both Brent and WTI are both lower in early trading on Thursday.
第四季度首个交易日 周四标志着第四季度首个交易日，债券市场的不安情绪依然笼罩全球股市。
First day of the fourth quarter Thursday marks the first trading day of the fourth quarter, with bond market jitters still looming large over global stock markets.
尽管美国通胀读数有所缓和，美债收益率仍维持高位，8月PCE同比上涨3.4%。明尼阿波利斯联储主席卡什卡里在接受CNBC的Steve Liesman采访时表示："通胀仍然过高……已持续高企逾五年。我认为今天的通胀数据并未真正改变我的这一判断。" 期货指向10月交易平开，亚洲交投清淡，因中国大陆和香港因假期休市。
Treasury yields remain elevated despite a softer inflation reading in the U.S., with PCE for August up 3.4%. Speaking to CNBC's Steve Liesman, Minneapolis Fed President Neel Kashkari said, "inflation is still too high... it's been elevated now for more than five years. I didn't think the inflation data today really changed that story for me very much." Futures point to a flat start to October trading, amid a lighter trading day in Asia with both China and Hong Kong closed for market holidays.
以身作则 谷歌成为最新发布新AI模型的科技巨头。Gemini 4 Argon是该公司迄今最先进的模型，具备编程和网络安全功能。谷歌计划分阶段推出该新模型。
You can Model behaviour Google has become the latest tech titan to unveil a new AI model. Gemini 4 Argon is the company's most advanced yet, with coding and cybersecurity features. Google plans to launch the new model in phases.
与此同时，Meta股价录得自2022年以来的最佳月度表现。9月股价飙升近30%，投资者为其发布的Muse个人AI助手欢呼雀跃。
Meanwhile, Meta stock has logged its best month since 2022. Shares jumped almost 30% in September as investors cheered the release of its Muse personal AI agent.
点击此处了解哪两只芯片股可能即将加入2万亿美元科技巨头俱乐部。—— Leonie Kidd 最后……商务部长霍华德·卢特尼克去年收入超过2.5亿美元 商务部长霍华德·卢特尼克去年申报的收入及其他收益至少达2.5亿美元，其中大部分来自他加入特朗普政府前留下的金融业务，这是根据CNBC根据其新发布的2025年度财务披露进行的计算。
Find out which two chip stocks could be on the verge of joining the $2 trillion tech giant club here. — Leonie Kidd And Finally... Commerce Secretary Howard Lutnick reports more than $250 million in income last year Commerce Secretary Howard Lutnick reported at least $250 million in income and other proceeds last year, much of it from the financial businesses he left behind when he joined the Trump administration, according to CNBC's calculations from his newly released 2025 annual financial disclosure.
最大的一笔是来自凯瑞美藤（Cantor Fitzgerald）的1.92亿美元分配，这家全球金融服务公司由卢特尼克领导了几十年。他的年度财务披露将这笔款项描述为根据其就职前签署的道德协议处理的税务分配。
The largest piece was a $192 million distribution from Cantor Fitzgerald, the global financial services firm Lutnick led for decades. His annual financial disclosure describes the payment as a tax distribution handled under the ethics agreement he signed before taking office.
CNBC从政府道德办公室获得的这份74页文件，迄今为止最全面地披露了卢特尼克担任政府职务第一年的财务状况。—— Luke Fountain
The 74-page filing obtained by CNBC from the Office of Government Ethics provides the fullest accounting yet of Lutnick's finances during his first year in government. — Luke Fountain