这是CNBC的《Morning Squawk》新闻通讯。 中收到后续版本。
This is CNBC's Morning Squawk newsletter. here to receive future editions in your inbox.
周五快乐。如果您昨天错过了相关资讯：本周初美国财政部提议对“特朗普账户”计划进行调整后，超过6000万名儿童被自动纳入该计划。CNBC的杰西卡·迪克勒和凯特·多尔为您梳理了家长们需要了解的信息。
Happy Friday. If you missed it yesterday: More than 60 million children were automatically enrolled in Trump Accounts after the Treasury Department proposed the change earlier this week. CNBC's Jessica Dickler and Kate Dore have what parents need to know.
今日早盘，各类股票期货均呈现上涨态势。昨日三大主要股指也均录得小幅上扬。以下是投资者开启今日交易前需要了解的五个关键点：
Stock futures are higher across the board this morning. The three major indexes rose modestly yesterday. Here are five key things investors need to know to start the trading day:
- 9月就业数据会有所起色吗？今天是“就业数据发布日”，华尔街普遍预期9月份的非农就业数据将显示就业人数再度增长。如果预测成真，这一数据将为当前被称为“招聘少、裁员也少”的劳动力市场传递积极信号。需要了解的内容如下：经济学家预计，9月份新增就业岗位约8.4万个，失业率则将维持在4.1%的水平。
- September surge? It's "jobs day," and Wall Street is expecting September's nonfarm payrolls report to show another month of job growth. If their predictions pan out, the release could offer a positive sign for what's been dubbed a "low hire, low fire" labor market. Here's what to know: Economists expect the report to show 84,000 jobs added last month and the unemployment rate to hold steady at 4.1%.
正如CNBC的杰夫·考克斯所写，尽管通胀水平依然偏高，但美联储官员们以劳动力市场的稳定性为由，认为无需急于再次加息。
As CNBC's Jeff Cox writes, Federal Reserve officials have cited the labor market's stability as reason not to rush toward another rate hike, even as inflation remains elevated.
本周早些时候，ADP发布的9月份私营部门就业报告超出经济学家预期，显示当月企业新增就业岗位达9万个。
ADP's private payroll report for September surpassed economist expectations earlier this week, saying company employment increased by 90,000 in the month.
虽然周四股市收盘时三大股指均录得上涨，但在今日就业数据发布前，它们本周整体走势仍呈下跌态势。
While stocks ended Thursday's session in the green, all three indexes are heading into this morning's report on track for a down week.
与此同时，昨日10年期美国国债收益率一度触及24年来的高点，今晨则保持平稳。布伦特原油价格昨日上涨4%，但受有关柴油及原油库存即将释放的消息影响，隔夜又下跌了3%。点击此处查看实时市场动态。
Meanwhile U.S. Treasury yields are flat this morning after the 10-year Treasury note touched 24-year highs yesterday. Brent crude prices popped 4% yesterday but fell 3% overnight on reports of a diesel and crude stock release. Follow live market updates here.
- 业绩不及预期今日早盘，耐克股价跌幅超过8%。这家运动用品零售商公布的第一季度营收表现不及市场预期。此外，该公司昨日还宣布了一项重组计划，称明年将因此实施裁员。
- Drop the ball Shares of Nike are down more than 8% this morning after the athletic retailer reported weaker-than-expected revenue for its first quarter. The company also announced a restructuring plan yesterday that it said would result in layoffs next year.
耐克表示，其中国业务拖累了该季度的业绩表现，不过北美地区的营收则略高于预期。对于2027财年全年，耐克预计营收将出现个位数的小幅下滑。
Nike said its China business weighed on its results for the period, while its North American revenue came in slightly better than expected. For the full 2027 fiscal year, Nike said to expect revenue to decrease by a high-single-digit percentage.
不过周四对耐克而言也有一个亮点：WNBA明星球员凯特琳·克拉克代言的耐克球鞋在美国发售仅两小时后便几乎售罄。首席执行官埃利奥特·希尔在昨日的财报电话会议上指出，耐克“最具增长潜力的领域就是女子体育市场”。
But Thursday also brought a bright spot for Nike: WNBA star Caitlin Clark's shoe with the brand were nearly sold out within two hours of its U.S. release yesterday. CEO Elliott Hill said on the company's earnings call yesterday that Nike's "most powerful growth opportunities is the women's game."
- 电路短路通用汽车称，第三季度销量同比下滑5.5%，该季度共售出约67.1万辆新车，其中所有类型的电动汽车销量均出现大幅下跌。
- Short circuit General Motors said its year-over-year sales declined 5.5% in the third quarter, reporting just under 671,000 new vehicles sold in the period as sales of its all-electric vehicles plunged across the board.
去年此时，在特朗普政府取消电动汽车购置补贴之前，通用汽车的电动车销量还创下了历史新高。如今，正如CNBC的迈克尔·韦兰德与卡特里奥娜·马兰吉所报道的那样，随着混合动力车日益受到青睐，通用汽车数量有限的混合动力车型恐将对其业绩产生不利影响。
This time last year, the automaker was seeing record EV sales before the Trump administration ended federal incentives to buy the cars. Now, as CNBC's Michael Wayland and Catriona Marangi write, GM's relatively small hybrid offering is expected to hurt the company as hybrids gain favor.
事实上，混合动力车帮助丰田与本田在第三季度销量上超越了通用汽车。与此同时，斯特兰蒂斯称其销量与去年同期基本持平；日产与起亚的销量则分别增长了约1%和8%。
Indeed, hybrids helped Toyota and Honda outpace GM in third-quarter sales. Meanwhile, Stellantis said its sales were around flat compared with a year ago, and Nissan and Kia sales rose by around 1% and 8%, respectively.
- 人工智能话题当前，关于人工智能的风险与监管问题争论不休。昨日，OpenAI董事长布雷特·泰勒在CNBC的人工智能论坛上表示，该公司“有责任”确保自身技术的安全性。他还提到，人工智能领域的领军企业纷纷呼吁暂缓技术发展，他认为人们“应当为这些企业主动提出这些棘手问题而感到欣慰”。
- Talking AI As the debate over the risks and regulation of artificial intelligence rages on, OpenAI Chairman Bret Taylor told CNBC's AI Forum yesterday that the company has "an obligation" to make its technology safe. He added that people should be "very happy the labs are asking themselves these hard question," referring to AI leaders' calls for a development slowdown.
另一方面，美国电话电报公司负责数据与人工智能业务的安迪·马库斯透露，这家电信巨头每天要使用450亿个人工智能处理单元：“即便在这个使用规模下，我们仍能获得投资回报，但必须控制好相关成本，”他向CNBC的斯科特·瓦普纳说道。
Meanwhile, Andy Markus, AT&T's data and AI chief, said the telecom giant uses 45 billion AI tokens each day: "Even at that level, we're still getting a return on investment, but we have to control that cost," he told CNBC's Scott Wapner.
- 核心资产为推进业务转型，汉堡王正将数百家直营门店转交给特许经营商经营，并优先选择那些居住在餐厅附近且能经常到店视察的加盟商。
- Crown jewel As part of its turnaround efforts, Burger King is refranchising hundreds of its company-owned locations, focusing on franchisees who live close to their restaurants and visit them often.
最终，汉堡王计划在美国保留约300家直营店，其余6000多家则交由特许经营商管理。正如CNBC的阿米莉亚·卢卡斯所撰文所述，这家企业的未来发展将取决于这些加盟商。
When all is said and done, Burger King is looking to have around 300 company-owned restaurants in the U.S., with the more than 6,000 others owned by franchisees. As CNBC's Amelia Lucas writes, that means the future of the business lies with these owners. "A franchising contract is 20 years.
“一份特许经营合同的期限为20年。而美国人的平均婚姻存续时间仅为8.2年，”汉堡王美国区总裁汤姆·柯蒂斯说道，“因此我们必须慎重行事。”每日资讯以下是本周末值得回过头来阅读的几则新闻：——本报道由CNBC的杰夫·考克斯、戴维斯·詹朱利奥、阿南雅·切蒂亚、斯宾塞·金博尔、萨姆·梅雷迪思、拉雅·尼拉卡丹、杰西卡·戈尔登、卡特里奥娜·马兰吉、迈克尔·韦兰德、伊恩·托马斯、科琳·麦考恩、CJ·哈达德以及阿米莉亚·卢卡斯共同撰写。
The average marriage in the U.S. is 8.2," Burger King U.S. President Tom Curtis said. "So you got to get it right." The Daily Dividend Here are some stories to circle back to this weekend: — CNBC's Jeff Cox, Davis Giangiulio, Ananya Chetia, Spencer Kimball, Sam Meredith, Laya Neelakandan, Jessica Golden, Catriona Marangi, Michael Wayland, Ian Thomas, Colleen McKown, CJ Haddad and Amelia Lucas contributed to this report.
凯莉·基廷协助完成了本期通讯的制作工作，约瑟芬·罗泽尔负责编辑。
Caleigh Keating assisted in the production of this newsletter. Josephine Rozzelle edited this edition.