你好，我是Leonie Kidd，从伦敦为您报道。欢迎收看CNBC《每日开市》的又一期节目。AI多头正在践踏债券市场的“煤矿金丝雀”。
Hello, this is Leonie Kidd coming to you from London. Welcome to another edition of CNBC's Daily Open. The AI bulls are trampling the bond market canaries in the coal mine.
股市飙升至新的历史高位，与此同时债券市场就财政约束发出警报。
Stock markets are soaring to fresh record highs, even as the bond market sounds the alarm on fiscal constraints.
这对投资者来说是一个复杂的组合，但今天美联储会议纪要的发布将提供更多线索，预计将为那次有争议的9月加息提供一些启示。请继续阅读以了解更多。今日必知标普500指数攀升至新的历史高位，收盘首次突破7800点。涨幅几乎完全来自科技板块，超威半导体(AMD)和美满电子科技等大型芯片制造商领涨。此举发生之际，美债收益率虽从高位回落，但仍维持在高位。关于标普指数逆势上扬的深度分析，您可以关注反转风险尽管市场对AI情绪看涨，但一些投资者仍在发出警告。
It's a complex mix for investors to navigate, but more clues will come today with the release of Fed minutes which are expected to shed some light on that controversial September hike. Read on for more. What you need to know today The S&P 500 has peaked at a fresh record high, closing above 7,800 for the first time ever. The gain comes almost entirely from the tech space, with big chipmakers like Advanced Micro Devices and Marvell Technology leading the rally. The move comes as Treasury yields retreated from their highs but remain at elevated levels. For a deeper look at the S&P's defiant trip higher, you can Reversal risk Despite the bullish market sentiment around AI, some investors continue to sound warnings.
新加坡国有投资巨头淡马锡警告称，AI交易的反转目前对市场构成最大风险。首席投资官Rohit Sipahimalani在米尔肯亚洲峰会上表示：“AI环境变化如此之快，情况很容易发生变化，你必须能够灵活调整。”同时，BitMEX前首席执行官Arthur Hayes警告称，数万亿美元正在AI繁荣中被“浪费”。
Temasek, Singapore's state-owned investment giant, has cautioned that a reversal in the AI trade poses the biggest risk to markets right now. Chief Investment Officer Rohit Sipahimalani told the Milken Asia Summit that "AI is such a fast-changing environment that things could change quite easily, and you have to be able to pivot." Meanwhile, former BitMEX CEO Arthur Haynes has warned that trillions are being "wasted" on the AI boom.
“如果你研究金融历史，研究每一次重大技术推广，总是会过度建设。总会有崩盘，总会有救助，”海耶斯说。逐分钟解读周三晚些时候，投资者将密切关注美联储9月最近一次会议的纪要发布。这是自2023年以来的首次加息，尽管白宫施加政治压力要求采取相反行动。
"If you study financial history and you study every single major technological rollout, it always is overbuilt. There always is a crash, and there always is a bailout," Hayes said. Minute by minute Later on Wednesday, investors will be closely watching the release of the minutes from the Federal Reserve's last meeting in September. It marked the first hike since 2023 and came despite political pressure from the White House to do the opposite.
根据CME美联储观察工具，10月加息至少25个基点的概率为20.5%，较一周前的约51%大幅下降，但市场预计12月会议加息的概率为84.5%。
The chance of a hike of at least 25 basis points in October stands at 20.5%, from about 51% a week ago, according to CME FedWatch, but markets are pricing in an 84.5% chance of a hike at the December meeting.
印度加息 印度储备银行自2023年以来首次加息，加入紧缩周期。
India hikes The Reserve Bank of India has raised interest rates for the first time since 2023, joining the tightening cycle.
印度通胀已连续10个月上升，尽管面临外部挑战，经济增长依然强劲。
Inflation in India has been rising for 10 straight months, while economic growth has remained strong despite external challenges.
油价走高 也门伊朗支持的胡塞武装进一步袭击沙特阿拉伯石油基础设施，推动油价在早盘交易中上涨。
Oil marches higher Oil is driving higher in early trade amid further attacks by Yemen's Iran-backed Houtis on Saudi Arabia oil infrastructure.
伊朗加大对穿越霍尔木兹海峡油轮的袭击力度，也令交易员重新担忧石油供应。
Iran's move to step up attacks on tankers that are transiting through the Strait of Hormuz has also led to renewed worries over oil supplies among traders.
《欧洲开盘前》将独家专访雪佛龙首席执行官迈克·沃思，探讨供应中断如何影响加油站。点击此处观看访谈。— 莱奥妮·基德 最后……英国航空计划在空客A380巨型客机上打造纪录性的106座商务舱 英国航空正在建设其所谓的“全球最大”商务舱客舱，并拆除数十个经济舱座位，这是航空公司押注高消费旅客未来的最鲜明例证。
"Squawk Box Europe" will speak exclusively to the CEO of Chevron, Mike Wirth, about how supply disruptions are playing out at the pump. Catch that interview here. — Leonie Kidd And Finally... British Airways plans record 106-seat business class on Airbus A380 jumbo jets British Airways is building what it calls the "world's largest" business-class cabin and ripping out dozens of coach-class seats, the starkest example yet of how airlines are betting their future on high-spending travelers.
这些变革是英国航空机队及其地面服务大规模改造的一部分，包括其伦敦希思罗枢纽的贵宾室。— 莱斯利·约瑟夫斯
The changes are part of a massive overhaul of the British Airways fleet and its ground services, including lounges at its London Heathrow hub. — Leslie Josephs