
你好,我是辉洁,从新加坡给你写信,代替莱奥尼·基德。欢迎收看CNBC每日开市的又一期节目。
Hello, this is Hui Jie writing to you from Singapore, filling in for Leonie Kidd. Welcome to another edition of CNBC's Daily Open.
前美国国务卿安东尼·布林肯2024年表示:“如果你不在国际体系的谈判桌旁,你就会成为菜单上的食物。”俄罗斯总统弗拉基米尔·普京据报道现在希望召集俄罗斯、美国和中国领导人,讨论结束乌克兰战争。但拟议的宾客名单中,乌克兰明显缺席。
Former U.S. Secretary of State Antony Blinken remarked in 2024, "If you are not at the table in the international system, you're going to be on the menu." Russian President Vladimir Putin now reportedly wants to bring together the leaders of Russia, the U.S. and China to discuss ending the war in Ukraine. But conspicuously absent from the proposed guest list: Ukraine.
用布林肯的话说,如果泽连斯基总统被拒之门外,基辅现在有充分理由怀疑自己是否成了菜单上的食物。
To use Blinken's words, if President Volodymyr Zelenskyy is denied a seat at the table, Kyiv now has every reason to wonder whether it's on the menu.
今日要闻:据《华尔街日报》报道,普京据称提议,他、特朗普和习近平下月会面,讨论结束持续四年的乌克兰战争。
What you need to know today Putin has reportedly proposed that he, Trump and Xi meet next month to discuss ending the four-year war in Ukraine, according to The Wall Street Journal.
据报道,目标是达成对莫斯科有利的和解。最值得注意的是,乌克兰总统泽连斯基不会参加,这意味着三大强国领导人将在没有乌克兰总统的情况下讨论一个国家的未来。
According to the report, the aim would be to reach a settlement favorable to Moscow. Most notably, Ukrainian President Volodymyr Zelenskyy would not participate, meaning the leaders of the three major powers would be discussing the future of a country without its president.
这样的峰会将是前所未有的,并会让乌克兰的欧洲盟友深感不安,尤其是在华盛顿与基辅关系恶化的背景下。
Such a summit would be unprecedented and deeply alarming to Ukraine’s European allies, particularly as relations between Washington and Kyiv deteriorate.
特朗普为推迟对俄罗斯实施额外制裁进行了辩护,称他不想把莫斯科赶离谈判桌。他还指责泽连斯基不想结束战争。
Trump has defended delaying additional sanctions on Russia, saying he does not want to drive Moscow away from the negotiating table. He has also accused Zelenskyy of not wanting to end the war.
泽连斯基方面则坚持认为,俄罗斯应对战争无法结束负责。他在周日在X平台的一篇帖子中表示:“美国应该看到,俄罗斯在制裁减轻或协议方面没有采取任何互惠步骤。”相反,他们把每一个赚钱机会的信号都当作证明他们对战争的赌注正在获利、他们可以继续作战的证据。”在欧洲其他地区,法国周末经历了多年来最严重的动乱。全国范围内因生活成本和公共服务下降而爆发的示威活动,在关键预算投票前夕演变成了骚乱。
Zelenskyy, for his part, has insisted that Russia is responsible for the war not coming to an end. "America should see that Russia is not taking any reciprocal steps in response to sanctions relief or agreements," he said in a post on X on Sunday. "On the contrary, they take every signal of an opportunity to make money as proof that their bet on war is paying off and they can keep fighting." Elsewhere in Europe, France endured its worst unrest in years over the weekend as nationwide demonstrations over living costs and declining public services descended into rioting ahead of a key budget vote. Almost 2,400 people were arrested, while nearly 1,000 police officers and gendarmes were injured, according to the Interior Ministry.
据内政部称,近2400人被捕,近1000名警察和宪兵受伤。商店被洗劫或损坏,利摩日有143年历史的市政厅基本被大火摧毁。
Shops were looted or damaged, and the 143-year-old town hall in Limoges was largely destroyed by fire. President Emmanuel Macron ordered a review of whether there had been failings in intelligence gathering or police preparedness, and asked the government to bring together students, teachers, lawmakers, unions and business leaders this week to produce "concrete proposals" to address the crisis.
马克龙总统下令审查情报收集或警方准备是否存在失误,并要求政府本周召集学生、教师、立法者、工会和商界领袖,制定“具体方案”以应对危机。
China's trade data Over in Asia, China’s economy produced a better-than-expected headline figure — but the details were less uniformly encouraging.
中国的贸易数据 亚洲方面,中国经济的总体数据好于预期——但细节则不够一致地令人鼓舞。
Gross domestic product grew 4.5% in the third quarter from a year earlier, accelerating from 4.3% in the previous quarter as foreign demand for Chinese technology goods supported exports.
国内生产总值在第三季度同比增长4.5%,较上一季度的4.3%有所加速,这是因为外国对中国科技产品的需求带动了出口。
Domestic demand remained weak, however.
然而,国内需求仍然疲软。全年前九个月,城市固定资产投资下降7.2%,而9月份零售销售仅增长1.1%。工业产出增长5.5%。
Urban fixed-asset investment fell 7.2% during the first nine months of the year, while retail sales grew just 1.1% in September. Industrial output rose 5.5%. In Beijing's markets, however, investors were hard to please as shares of Chinese memory-chip maker ChangXin Memory Technologies fell 6.5%, despite the company forecasting a dramatic return to profitability.
然而,在北京的市场上,投资者难以取悦——尽管新 Xin 存储技术公司(ChangXin Memory Technologies)预测将实现盈利的显著回归,但其股价仍下跌了6.5%。
The company has benefited from strong AI-related demand and rising memory prices, doubling its share of global DRAM revenue to 10% in the third quarter from 5% a year earlier.
该公司受益于强劲的人工智能相关需求和内存价格上涨,其全球DRAM收入份额在第三季度从一年前的5%翻倍至10%。
Indonesia's MSCI overhang Indonesia, Southeast Asia's largest economy, saw its benchmark stock index plunge more than 5% Monday, reaching its lowest level in six years after falling 11.6% Friday.
印尼的MSCI拖累 东南亚最大经济体印尼的基准股票指数周一暴跌超过5%,跌至六年来最低水平,此前该指数周五已下跌11.6%。
This comes after index provider MSCI said it is considering moving Indonesia directly from emerging-market to standalone status amid concerns over market governance and transparency.
此前,指数提供商MSCI表示,正考虑在市场治理和透明度方面存在担忧的背景下,将印尼直接从新兴市场地位调整为独立市场地位。
Goldman Sachs estimates that complete removal from MSCI’s emerging-market indexes could trigger about $5.6 billion in passive outflows.
高盛估计,印尼被完全剔除MSCI新兴市场指数可能引发约56亿美元的被动资金流出。该行还警告称,印尼股票可能尚未触底。——Lim Hui Jie 最后……印度财政部长称,退出便利和过剩流动性助长股市表现不佳 印度财政部长尼尔玛拉·西塔拉曼表示,印度股市的过剩流动性导致了表现不佳,并可能继续如此。
The bank also warned that Indonesian equities may not yet have reached their bottom. — Lim Hui Jie And finally... India's Finance Minister says easy exits and excess liquidity fuel equity market's underperformance Excess liquidity in India's equity market has contributed to underperformance and may continue to do so, according to Finance Minister Nirmala Sitharaman.
西塔拉曼周五在曼谷出席IMF-世界银行会议期间接受CNBC独家采访时说:“由于流动性充裕、获取便利,人们甚至可以轻易退出股票。”她表示,印度经济的基本面“良好”。
"Because of the ease of liquidity, ease of availability, people are even exiting easily" from equities, Sitharaman told CNBC in an exclusive interview on the sidelines of the IMF-World Bank meetings in Bangkok on Friday. However, the fundamentals of the Indian economy are "fine," she said.
根据LSEG数据,自1月以来,印度的关键基准指数已下跌近12%,尽管该国在贸易不确定性和地缘政治冲击中经济增长依然强劲。
Since January, India's key benchmark indexes have slipped nearly 12%, according to LSEG data, even though the country's economic growth has been resilient amid trade uncertainty and geopolitical shocks.