这是CNBC的《Morning Squawk》新闻通讯。欢迎 中收到最新内容。
This is CNBC's Morning Squawk newsletter. here to receive future editions in your inbox.
周五快乐。周日我将参加底特律马拉松比赛，因此看到天气预报显示本周末天气良好、并无恶劣天气，我真是倍感欣慰。
Happy Friday. I'm running the Detroit Marathon on Sunday, so I'm especially grateful to see that, unlike recent weekends, there's no inclement weather in the forecast.
一些工作变动的消息：我即将在CNBC承担新的报道任务，这意味着这将是我以《Morning Squawk》撰稿人身份撰写的最后一期内容。过去16个月里，能与各位一同回顾那些重大新闻事件，实在是我莫大的荣幸。这段时间里，各类新闻层出不穷，令人目不暇接。
Some programming news: I'm moving to a new reporting assignment at CNBC, which means this is my last edition as the writer of Morning Squawk. It's been a pleasure getting to recap the biggest stories with you over the last 16 months. There's certainly been no shortage of news.
请放心，《Morning Squawk》仍会照常在每个工作日发送到您的收件箱。最后留个悬念：下周一的新一期内容中，您就能知晓谁将接任撰稿人之职。今晨股指期货走势平稳。昨日华尔街股市表现良好。以下是投资者开启新交易日前需要了解的五个要点：
Rest assured, Morning Squawk will continue to arrive in your inbox as expected every weekday. I'll leave you with a cliffhanger: To find out who takes the helm, you'll have to open their first edition on Monday. Stock futures are little changed this morning. Wall Street had a positive day yesterday. Here are five key things investors need to know to start the trading day:
- 市场动态表面上看，昨日主要股指均实现上涨，各自结束了连续两日的跌势。但实际情况更为复杂：市场对人工智能相关成本的担忧持续困扰着科技行业。需要了解的关键信息如下：包括英伟达、超微半导体以及英特尔在内的多家大型科技股在昨日继续走低，进一步加剧了人工智能板块的抛售潮。
- Market intelligence On the surface, the major averages logged a winning session yesterday, each breaking two-day losing streaks. But the story was more complicated under the hood, as concerns about artificial intelligence costs continued to plague the technology sector. Here's what to know: Major tech stocks including Nvidia, Advanced Micro Devices and Intel extended their recent losses in yesterday's session, intensifying the AI sell-off.
不过，得益于科瑞维和美光科技股价的回升，以科技股为主的纳斯达克综合指数最终仍成功收涨。
But the tech-heavy Nasdaq Composite was still able to eke its way into the green, aided by recovery rallies in CoreWeave and Micron Technology.
与此同时，由于投资者为规避人工智能相关风险而转向沃尔玛、耐克等蓝筹股，道琼斯工业平均指数当日大幅上涨逾500点。
Meanwhile, the Dow Jones Industrial Average soared more than 500 points as AI concerns sent traders rotating into blue-chip names such as Walmart and Nike.
从周线走势来看情况则较为复杂：道指有望实现1%的周涨幅，纳斯达克指数却可能下跌超过2%。标准普尔500指数也预计将出现周度跌幅。点击此处查看实时市场动态。
The weekly picture is mixed: The Dow is on track to add 1%, while the Nasdaq is poised to lose more than 2%. The S&P 500 is also pacing for a weekly loss. Follow live market updates here.
- 速度限制距该公司开始为电动跑车收取定金近十年，特斯拉昨晚终于揭晓了其下一代Roadster。这款两座车型的原型车在得克萨斯州一场直播活动中展示了其性能：它紧贴斜坡倒行，在空中翻转，并悬浮于地面之上。
- Speed limit Nearly a decade after the company began collecting deposits for the electric sports car, Tesla last night finally revealed its next-generation Roadster. A prototype of the two-seater vehicle showcased its capabilities at a livestreamed event in Texas: It clung to a ramp upside down, flipped in mid-air and hovered above the ground.
尽管这无疑在埃隆·马斯克的粉丝中引起了广泛关注，但Roadster预计将是一款高端、低产量的车型。马斯克表示，该车将于2028年投产，并未公布价格。他还表示，这款不配备特斯拉自动驾驶系统的Roadster，将是该公司最后一款旨在由人类驾驶员控制的车型。
While it certainly generated a lot of buzz among Elon Musk fans, the Roadster is expected to be a high-end, low-volume model. Musk said the car would enter production in 2028 and didn't give a price tag. He also said the Roadster, which doesn't have Tesla's automated driving system, would be the company's last vehicle intended to be controlled by a human driver.
正如CNBC的洛拉·科洛德尼所指出的，新版车型自2017年首次宣布以来，经历了多年延期。改进版Roadster的预订在最近几周重新开放，允许来自美国、中国和加拿大的潜在买家支付5万美元定金。
As CNBC's Lora Kolodny notes, the new version faced years of delays after first being announced in 2017. Reservations for the improved Roadster reopened in recent weeks, allowing potential buyers from the U.S., China and Canada to put down $50,000.
- 预测高温又是一天，又是一份高通胀报告。周四公布的生产者价格指数录得自2022年以来的最高月度和年度涨幅。如预期，能源成本在伊朗战争背景下推高了指数，且有迹象表明，与能源相关的成本正在向其他类别溢出。
- Forecasting heat Another day, another hot inflation report. The producer price index released Thursday recorded its highest monthly and annual increases since 2022. As expected, energy costs drove the index higher amid the Iran war, and there are signs that energy-related costs are spilling over into other categories.
正如CNBC的史蒂夫·利斯曼所撰写的，数据表明美联储在抗击通胀方面还有更多工作要做。经济学家现在预计，核心个人消费支出价格指数——美联储偏好的通胀指标——将在本月晚些时候公布时上涨。
As CNBC's Steve Liesman writes, the data signals the Federal Reserve has more work to do to combat inflation. Economists now expect the core personal consumption expenditures price index — the Fed's favored inflation gauge — to rise when it's released later this month.
美联储主席凯文·沃什在昨晚于曼谷发表的讲话中，避免就中央银行是否将在年底前再次加息给出任何信号，称他不“预判会议”。交易员将其言论解读为美联储可能在本月晚些时候的下一次会议上维持利率不变的迹象。
Fed Chairman Kevin Warsh avoided giving any signal as to whether the central bank will hike rates again before the end of the year, saying in a speech in Bangkok late last night that he doesn't "prejudge meetings." Traders took his comments as a sign that the Fed is likely to hold rates steady at its next meeting later this month.
- 缪斯，见Mac苹果和Meta正在合作。这两家科技巨头昨日宣布，开发者将能够在苹果更昂贵的Mac机型上本地运行Meta的新开放权重AI模型Muse Spark。
- Muse, meet Mac Apple and Meta are teaming up. The tech giants announced yesterday that developers will be able to run Meta's new open-weight AI model, Muse Spark, locally on Apple's pricier Mac models.
这两家过去一直避免公开合作的公司之间的合作，表明AI热潮已经在硅谷联盟中引发了一定程度的变局。
The collaboration between the two companies, which have in the past avoided public partnerships, is a sign that the AI boom has caused somewhat of a sea change in Silicon Valley alliances.
Meta首席执行官马克·扎克伯格和苹果首席执行官约翰·特纳斯均在社交媒体上推广了此次合作。两家公司的代表均拒绝透露这是否可能是更广泛关系的开始。
Meta CEO Mark Zuckerberg and Apple CEO John Ternus both promoted the collaboration on social media. Representatives from both companies declined to say if it could be the start of a broader relationship.
- 旅行随着耐克试图扭转其业务，它正将目光投向印度以寻求提振。
- Traveling As Nike tries to turn around its business, it's looking to India for a boost.
该运动零售商本月宣布，正在孟买城市班加罗尔创建一个新的全球园区，预计将在未来几年开放。首席执行官埃利奥特·希尔告诉员工，该新设施代表了他所说的“重要增长市场和制造中心”的“长期投资”。零售商计划在下个月的投资者日进一步讨论印度园区。
The athletic retailer announced this month that it's creating a new global campus in the city of Bengaluru that's expected to open in the next few years. CEO Elliott Hill told employees that the new facility represents a "long-term investment" in what he called "an important growth market and manufacturing hub for Nike." The retailer plans to discuss the India campus further at its investor day next month.
正如CNBC的Laya Neelakandan所指出的，耐克进一步深耕印度的举措正值其在中国——另一个主要国际市场——遇挫之时。总体而言，该公司正经历着一个季度长期的业务低迷。
As CNBC's Laya Neelakandan notes, the push further into India comes as Nike struggles in China, another major international market. As a whole, the company is in the midst of a quarters-long slump in business.
Caleigh Keating协助制作了此通讯。Josephine Rozzelle编辑了此期刊。
Caleigh Keating assisted in the production of this newsletter. Josephine Rozzelle edited this edition.