你好，我是来自伦敦的Leonie Kidd。欢迎收看CNBC的《每日开盘》新一期节目。在为超过8500亿美元的估值辩护时，每一个指标都至关重要。
Hello, this is Leonie Kidd coming to you from London. Welcome to another edition of CNBC's Daily Open. When you are justifying a valuation of over $850 billion, every metric matters.
OpenAI最新的年度收入估计已被CNBC证实，低于此前的说法，令投资者感到惊慌，市场也因此波及科技股。请继续阅读了解更多。
OpenAI's latest annual revenue estimate, confirmed by CNBC, has spooked investors by falling short of previous statements, and the market has taken it out on technology stocks. Read on for more.
今天你需要知道的事项：月度之间200亿美元的差异必然会引起负面关注。
What you need to know today A $20 billion differential from month-to-month is bound to draw negative attention.
OpenAI向投资者表示，截止九月底的年化收入为500亿美元，这一说法已得到CNBC的确认。该数字远低于上月广泛报道的680亿美元。
OpenAI has told investors that annualized revenue hit $50 billion at the end of September, in a statement confirmed by CNBC. That falls significantly short of the $68 billion figure widely reported last month.
该差异首次由《金融时报》披露，令投资者惊慌，纷纷抛售从Nvidia到Oracle再到CoreWeave的AI股票。
First revealed by the Financial Times, the discrepancy spooked investors, who flocked to sell AI stocks from Nvidia to Oracle to CoreWeave.
此时正值OpenAI敏感期。CEO萨姆·奥特曼已确认公司今年不会尝试首次公开募股，但公司仍在为超过8500亿美元的估值寻找依据。
It comes at a sensitive time for OpenAI. CEO Sam Altman has confirmed the group will not try to IPO this year, but the company is still looking to justify a valuation that tops $850 billion.
你可以在此观看CNBC对奥特曼以及CNBC的Kate Rooney在上周集团DevDay的完整采访。
You can watch CNBC's full interview with Altman and CNBC's Kate Rooney from the group's DevDay last week here.
目前，期货正从周四的跌势中回升，三大主要市场预计将在周五开盘走高。
For now, futures are bouncing back from Thursday's declines, with all three major markets set to open higher on Friday.
公共问题方面，Anthropic据称正寻求在纳斯达克上市时获得2万亿美元的估值。研究机构New Constructs在最近的一份报告中将其形容为“2026年最荒唐的IPO”，并补充称它“风险更大，且将成为美国资本市场更大的骗局”。另有IPO消息称，由Nvidia支持的澳大利亚AI集团Firmus因市场波动撤回了IPO计划。若成功，它将成为澳大利亚历史上第二大新股发行。
Public problems Meanwhile, Anthropic is reportedly seeking a $2 trillion valuation in its upcoming listing on the Nasdaq. In a recent note, research firm New Constructs described it as "the most ridiculous IPO of 2026," adding that it "presents far bigger risks and is positioned to be a far bigger rip-off of U.S. capital markets." In other IPO news, a Nvidia-backed AI group in Australia, Firmus, has withdrawn its IPO, citing market volatility. It would have been the second-largest new share sale in Australia's history.
伊朗局势暂趋平静周五，油价在经历周四的大幅下跌后继续回落。此前美国总统唐纳德·特朗普表示，美国不会在中期选举前对伊朗发动攻击。本周早些时候，他曾暗示可能再次对伊朗实施打击，导致布伦特原油价格一度回升至每桶104美元以上。沙特交通受扰胡塞武装对沙特首都利雅得的袭击愈演愈烈，导致航班大量取消，工作场所与学校也陷入混乱。
Iran on hold Oil prices are retreating on Friday, following a steep drop on Thursday, after U.S. President Donald Trump said that America will not attack Iran before the midterm elections. Earlier in the week, his comments about renewed strikes had driven Brent back above $104 a barrel. Saudi travel disruptions An escalation in Houthi attacks on Saudi Arabia's capital Riyadh has prompted flight cancellations and disruption to workplaces and schools.
这个得到伊朗支持的也门武装组织声称向利雅得机场发射了导弹，并威胁要封锁沙特领空。
Yemen's Iran-backed group claimed to fire missiles at the Saudi capital's airport, and threatened to shut Saudi airspace.
CNBC将持续关注事态发展。预计这一局势将影响未来几周在利雅得举行的两场重要活动。—— 莱奥妮·基德最后要闻：“印度的真正掌权者是谁？”：埃隆·马斯克矛头直指印度亿万富翁安巴尼，星链服务在印推广受阻周四， SpaceX创始人埃隆·马斯克对印度亿万富翁穆克什·安巴尼发难。此前一天，他曾指责某些“寡头”阻碍其公司旗下的星链互联网服务在印度落地。
CNBC is continuing to monitor the situation, which now looks set to impact two major events due to take place in Riyadh over the coming weeks. — Leonie Kidd And Finally... ‘Real boss of India?’: Elon Musk takes aim at Indian billionaire Ambani as Starlink launch stalls SpaceX founder Elon Musk on Thursday took a shot at Indian billionaire Mukesh Ambani, a day after he accused certain "oligarchs" of stalling the launch of his company's Starlink internet service in the country.
马斯克称，尽管星链团队“花了五年时间严格遵守政府的各项法律与规定”，却仍未能在印度开展业务。
Musk said Starlink was not being allowed to launch in India despite having spent "five years complying with every single law and requirement" of the government.
他在帖子中质问道：“安巴尼是印度的真正掌权者吗？”此前一天，他还指责印度的“寡头们”对民众实施“垄断性控制”。—— 普里扬卡·萨尔韦
"Is Ambani the real boss of India?" Musk questioned in a post, having blamed a day earlier "oligarchs" in the country for maintaining a "monopolistic chokehold on the Indian people." — Priyanka Salve