你好，我是 Anniek Bao，正在新加坡为你撰稿。欢迎收看 CNBC《每日开盘》的新一期节目。
Hello, this is Anniek Bao writing to you from Singapore. Welcome to another edition of CNBC's Daily Open.
在塞缪尔·贝克特的悲喜剧中，两个男人站在一棵枯树旁，等待一个名叫戈多的人，但他从未到来。随着中期选举临近，美国人也一直在等待燃油价格持续下跌，但这一愿望仍未实现。
In Samuel Beckett's tragicomedy, two men wait beside a barren tree for someone called Godot who never arrives. With the midterms nearing, Americans are waiting for a sustained drop in fuel prices that remains out of sight.
美国总统唐纳德·特朗普曾承诺，在选民表达意见之前不会攻击伊朗。此举本应缓解能源价格压力，但预测市场平台 Kalshi 上的投机者并不买账——他们给出的概率超过 80%，认为下个月选举日当天，汽油价格仍将保持在每加仑 4 美元以上。
U.S. President Donald Trump has promised not to attack Iran until voters have had their say. That's supposed to ease energy prices, but speculators on prediction market platform Kalshi aren't convinced, placing more than 80% odds that gas will remain above $4 per gallon on Election Day next month.
人工智能行业也出现了担忧。OpenAI 告诉投资者，其年化收入约为 500 亿美元，而非上个月广泛报道的 680 亿美元——这一消息也拖累了其他科技巨头股票的表现。
Worries also arose in the AI trade. OpenAI told investors it reached about $50 billion in annualized revenue, not the $68 billion widely reported last month — dragging other heavyweight tech stocks down with it.
今日你需要了解：特朗普周四表示，美国在中期选举前不会攻击伊朗，并补充说双方正在进行“富有成效的讨论”。这位总统的支持率已跌至职业生涯最低点，他试图以此缓解日益上涨的能源成本给美国家庭带来的压力。但预测市场平台 Kalshi 上的投机者并不信服，他们预计 11 月选举前，平均油价仍有 87% 的可能性保持在每加仑 4 美元以上。
What you need to know today Trump said Thursday the U.S. will not attack Iran before the Midterm Elections, adding that the two sides were having "productive discussions." The president, whose approval ratings have fallen to career-lows, has sought to calm the rising energy costs weighing on American households. But speculators on prediction market platform Kalshi are not buying it, pricing in an 87% chance that the average gas prices will stay above $4 per gallon heading into the elections in November.
一天前，有报道称，五角大楼最近已指示美国中央司令部完成对伊朗重启大规模作战行动的准备工作。
A day before, reports said that the Pentagon had recently told U.S. Central Command to finish preparations to resume major combat operations against Iran.
该消息发布后，油价从高位有所回落，但并未完全回吐涨幅。国际基准布伦特原油期货上涨 4%，突破每桶 104 美元。美国西德克萨斯中间基原油期货上涨 3.6%，收于每桶 91.49 美元。
Oil eased off its highs after the post, but it didn't give up its gains. Brent crude futures, the international benchmark, gained 4% to top $104 a barrel. U.S. West Texas Intermediate futures advanced 3.6% to settle at $91.49 per barrel.
与此同时，美国财政部对十多艘据称与伊朗“影子船队”有关的船只实施了制裁。该船队被用于将石油和天然气运出伊朗。华盛顿此举旨在进一步挤压德黑兰的经济，以结束这场已进入第八个月的战争。
The U.S. Treasury Department, meanwhile, sanctioned more than a dozen vessels that it says are connected to Iran's "shadow fleet" used to transport oil and gas out of the country, as Washington seeks to further squeeze Tehran's economy to end the war that is now in its eighth month.
在OpenAI令人失望的营收报告冲击了人工智能行业后，股票期货基本持平。标普500指数期货上涨0.09%，纳斯达克100指数期货上涨0.05%，道琼斯工业平均指数期货则上涨23点，涨幅为0.04%。
Stock futures were near flat after an underwhelming revenue report from OpenAI rattled the AI trade. S&P 500 futures were up 0.09%, while Nasdaq 100 futures added 0.05%. Dow Jones Industrial Average futures advanced 23 points, or 0.04%.
OpenAI告诉投资者，截至9月底，其年化营收约为500亿美元，远低于上个月底广泛报道的680亿美元。英伟达、甲骨文、CoreWeave及其他人工智能相关公司的股价均出现下跌。
OpenAI told investors that it reached roughly $50 billion in annualized revenue at the end of September, well short of the $68 billion figure widely reported late last month. Shares of Nvidia, Oracle, CoreWeave and other artificial intelligence names sank.
华盛顿将目标对准科技巨头的招聘问题。副总统JD·万斯宣布暂停微软、Adobe及六家IT服务公司的参与一项帮助具备技能的外国工人获得绿卡的计划。
Washington takes aim at Big Tech's hiring Vice President JD Vance announced the suspension of Microsoft, Adobe and six IT services firms from a program that helps skilled foreign workers get green cards.
万斯在谈到微软时表示：“你们是一家伟大的美国公司，但你们必须雇佣优秀的美国工人。”
"You're a great American company, but you've got to hire great American workers," Vance said of Microsoft.
他接着说：“因此，我们将继续支持微软，并与微软保持良好关系，但同时也将拒绝他们申请永久居留权，直到他们证明会认真对待将美国工人放在首位的问题。”
"So we're going to continue to support Microsoft and have a great relationship with Microsoft, but we're also going to deny them the ability to apply for these permanent residencies until they show that they are going to get serious about putting American workers first," Vance said.
埃隆·马斯克则度过了忙碌的一天。SpaceX同意收购一个全国性的频谱组合，以进一步将其Starlink服务深入美国电信市场。
Elon Musk had a busy day SpaceX agreed to purchase a nationwide spectrum portfolio as it pushes its Starlink service deeper into the U.S. telecommunications market.
该交易涉及从专注于数字基础设施的Grain Management公司手中收购一个频谱组合，并需获得美国联邦通信委员会的批准。
The deal involves the acquisition of a spectrum portfolio from Grain Management, which specializes in digital infrastructure, and is subject to approval by the Federal Communications Commission.
此外，马斯克指责印度的“寡头”们为了维护自身市场主导地位，阻挠其公司星链（Starlink）的卫星互联网服务上线。该国的电信和互联网服务市场主要由信实集团（Reliance）董事长穆克什·安巴尼（Mukesh Ambani）旗下的Jio和苏尼尔·米塔尔（Sunil Mittal）旗下的Airtel主导，这两家公司合计占据超过80%的市场份额。
Elsewhere, Musk accused India's "oligarchs" of blocking the launch of his company's satellite internet service, Starlink, to protect their dominance in the market. The country's telecom and internet service market is dominated by Reliance Chairman Mukesh Ambani's Jio and Sunil Mittal's Airtel, with both companies together holding over 80% market "We are being blocked by certain oligarchs in order to maintain their monopolistic chokehold on the Indian people," Musk said Wednesday stateside in a post on X, without naming his rivals.
“某些寡头正在阻挠我们，以维持他们对印度人民的垄断控制，”马斯克周三在美国通过X平台发文称，但并未点名竞争对手。“你们可以猜猜他们是谁，”他说道。——安妮克·包（Anniek Bao） 最后……投资特朗普炼油厂项目的印度亿万富翁也在增持委内瑞拉原油。印度亿万富翁穆克什·安巴尼旗下的信实工业公司（Reliance Industries）正在投资由美国总统唐纳德·特朗普提议的一项具有历史意义的美国炼油厂项目，如今已成为美国以外最大的委内瑞拉原油买家。
"You can guess who they are," he said. — Anniek Bao And finally... The Indian billionaire investing in Trump's refinery project is also buying more Venezuelan crude Indian billionaire Mukesh Ambani's Reliance Industries, which is investing in a historic U.S. oil refinery project proposed by President Donald Trump, has now emerged as the biggest buyer of Venezuelan crude outside the U.S.
特朗普一直敦促印度增加对委内瑞拉石油的采购。根据Kpler向CNBC分享的数据，尽管国有石油公司也在趁机采购，但信实工业已成为主要买家。数据显示，在美国以外，印度是这些原油的主要目的地，而信实工业则购买了其中大部分原油。
Trump has been pushing India to buy more Venezuelan oil, but while state-owned oil companies are making opportunistic purchases, Reliance has been the primary buyer, according to Kpler data shared with CNBC. It shows that outside the U.S., India is the biggest destination for these supplies, with Reliance purchasing the bulk of that crude.
“信实工业的贾姆纳加尔（Jamnagar）综合体一直是委内瑞拉原油在印度的主要目的地，我们预计它将继续保持主要买家的地位，”Kpler首席研究分析师苏米特·里托利亚（Sumit Ritolia）告诉CNBC。——普里扬卡·萨尔维（Priyanka Salve）
"Reliance's Jamnagar complex has been the main destination for Venezuelan crude in India, and we expect it to remain the primary buyer," Sumit Ritolia, lead research analyst at Kpler, told CNBC. — Priyanka Salve