这是CNBC的《Morning Squawk》早间简报。 ，未来将直接收到邮箱版。
大家好，我是Leonie Kidd，这是我第一期《Morning Squawk》。
Hello, this is Leonie Kidd, and this is my first edition of Morning Squawk. It's always nice to start the week on a positive note, but the pop in futures after AI's nightmare week comes with a note of caution.
以积极的基调开启一周总是令人愉快，但AI噩梦般的一周之后，期货的上涨也伴随着一份警惕。虽然一些投资者选择将此视为买入机会，但另一些投资者则正在获利了结，并继续从科技板块轮动出去。
While some investors are choosing to see the buying opportunity, others are taking these gains and still rotating out of tech. Happening now: Buying the dip The buyers are ready to get back into technology stocks, with futures indicating the Nasdaq will catch the biggest bid at today's open.
正在发生：抄底买入 买家已准备好重新进入科技股，期货显示纳斯达克今日开盘将迎来最大买盘。这一走势似乎只能收复上周部分跌幅——上周AI泡沫出现裂纹，导致该科技权重指数下跌4.5%。
The move looks set to regain only some of the losses from last week, which saw cracks emerge in the AI boom, sending the tech-heavy index down 4.5%.
半杯水的乐观：周日，Yorkville Ives合伙人Dan Ives在一份报告中表示，他将这次“白指关头的回调”视为黄金买入机会。
The glass half full: In a note on Sunday, Dan Ives, Partner at Yorkville Ives, said he views this "white-knuckle drawdown as a golden buying opportunity."
与逆向思维者背道而驰：但BTIG正告知投资者，应利用半导体股的任何反弹来降低敞口，并警告说：“有烟就有火。”这为何重要：周五，Cboe波动率指数（VIX）升至自6月以来的最高水平，这表明华尔街担心更大幅度的修正可能即将到来。让我们看看今天的反弹是否具备足够的确定性来缓解这种担忧。
Contrary to the contrarian: But BTIG is telling investors to use any rebound in semiconductor stocks to reduce exposure, warning, "where there is smoke, there is fire." Why it matters: The Cboe Volatility Index hit its highest levels since June on Friday, a sign that fear is growing on Wall Street that a bigger correction could be ahead. Let's see if today's bounce has enough conviction to assuage that concern.
来自中国的混杂信号：中国第三季度GDP数据超出预期，为亚洲股市的上涨提供了支撑，但中国存储芯片制造商长鑫存储（CXMT）的股价仍然下跌，尽管该公司已实现盈利转正。
Mixed signals from China: China's third-quarter GDP data surprised to the upside, lending support to gains across Asian equity markets, but shares in China's memory chipmaker CXMT fell despite its swing to profitability.
CNBC的Arjun Kharpal报道了长鑫存储的竞争加剧和产能扩张如何令更广泛的存储芯片市场感到担忧。
CNBC's Arjun Kharpal reported on how competition and increased supply from CXMT have spooked the wider memory chip space.
大幅波动的股票：卷土重来的王者 CoreWeave预计开盘上涨约3%，但这难以弥补其上周25%的跌幅。 Nebius的情况也类似——尽管其股价与同为新云厂商的同伴一样出现了同等幅度的下跌，但预计也将在今日开盘走高。
Big movers: Comeback kings CoreWeave is set to open higher by around 3%, but that doesn't put much of a dent in the 25% drop from last week. It's a similar picture for Nebius which is also seen opening higher after losing the same amount as its neocloud peer.
CNBC 投稿人和 OpenInterest.PRO 策略师 Michael Khouw 表示，CoreWeave 的缓慢崩溃已经让该股票为更剧烈的波动做好了准备。
CNBC contributor and OpenInterest.PRO strategist Michael Khouw says CoreWeave's slow-motion meltdown has left the stock primed for more explosive volatility.
即将发布财报：目前正值财报季高峰，一些大型公司将在未来几天公布财报数据。截至周五，迄今为止已发布财报的标普 500 指数成分股中有 85% 超出了预期。
Earnings coming up: It's the heart of earnings season, with some huge names due to publish numbers over the coming days. As of Friday, 85% of the S&P 500 companies that have reported thus far have beaten expectations.
最新进展：乌克兰成为焦点 最新消息：据《华尔街日报》报道，俄罗斯总统弗拉基米尔·普京据称提出了他本人、美国总统唐纳德·特朗普和中国国家主席习近平之间举行三方峰会的建议。
Developing: Ukraine in the crosshairs The latest news: Russian President Vladimir Putin has reportedly suggested a summit between himself, U.S. President Donald Trump and Chinese President Xi Jinping. That's according to the Wall Street Journal.
为何重要：周一早盘，随着投资者聚焦于对莫斯科的更多制裁缓解，油价出现下跌。特朗普此前曾为进一步放宽对俄限制提供了理由。
Why it matters: Oil prices are driving lower in early trading on Monday as investors focus on more sanctions relief on Moscow, after Trump justified more moves to ease restrictions on Russia.
事情的经过：乌克兰与华盛顿特区之间的紧张关系因两个主要因素而加剧：所谓的“能源停火”协议的破裂，以及对 Starlink 访问权的争议。
How we got here: Tensions between Ukraine and Washington D.C. have been exacerbated by two main factors: the collapse of the so-called "energy ceasefire" and the dispute over access to Starlink.
CNBC 的 Elsa Ohlen 采访了专家，探讨为何美俄柴油交易在财务收益方面有限，但可能鼓励普京寻求更多西方让步。
CNBC's Elsa Ohlen spoke to experts about why the U.S.-Russia diesel deal offers limited financial gain, but could embolden Putin to seek further Western concessions.
持续更新：法国动荡 法国股票在欧洲交易时段大幅下跌，银行、奢侈品和酒店股票领跌。
Ongoing: France on fire French stocks are sharply lower in the European trading session, led lower by the banks, luxury and hospitality stocks.
此前一周末，巴黎及法国其他地区发生了前所未有的暴力事件。一场原本和平的示威演变为冲突，伴随有抢劫以及政府建筑和商店的破坏。
It follows a weekend of unprecedented violence across Paris and other parts of France as a huge peaceful demonstration turned sour, with looting alongside the destruction of government buildings and shops.
为何重要：尽管法国总统埃马纽埃尔·马克龙一直在努力平息街头动乱和左右翼政治紧张局势，但骚乱仍导致法国国债收益率再次上升。
Why it matters: The unrest has sent French bond yields higher once again, despite efforts from President Emmanuel Macron to calm the unrest on the streets and the political tensions from the far left to far right.
经济学家曾告诉 CNBC，法国国债收益率上升可能会为美国国债带来提振，从而在其他主权替代品中恢复对美国债务的信心。
Economists have previously told CNBC that rising French yields could set up U.S. Treasurys for a boost, restoring confidence in American debt over other sovereign alternatives.
引述：特朗普谈法国总统唐纳德·特朗普在Truth Social上说：“法国正在燃烧！来自完全不同世界的人们的移民，心中充满仇恨的人们，已经摧毁了那个曾经伟大的国家。关闭边境，掌控局面，否则就太迟了！”最后……新AI设备正在推动法律边界克里斯·托马斯全身心投入AI小工具。
Quoted: Trump on France President Donald Trump on Truth Social: "France is burning! The immigration of people from an entirely different world, people with hatred in their hearts, has shattered that once great country. Close your Borders and take control, before it is too late!" And Finally... New AI devices are pushing legal limits Chris Thomas is all-in on AI gadgets.
托马斯，43岁，佩戴着一副配备摄像头的Meta智能眼镜，脖子上挂着一款Fieldy记事吊坠，手腕上戴着亚马逊Bee的智能手环，这些设备都在记录他的日常生活。作为一名匹兹堡本地的企业主和直播主，托马斯依赖这些设备来帮助他保持井井有条、按时付账和设置提醒。
Thomas, 43, wears a pair of Meta's camera-equipped glasses, a Fieldy note-taking pendant around his neck and a wristband from Amazon's Bee, all of which record his daily life. A Pittsburgh-based business owner and a livestreamer, Thomas relies on the devices to help him stay organized, pay bills on time and set reminders.
“我健忘得要死，”托马斯在一次采访中说道。“我的生活如此疯狂，以至于不必记住去记住，这真是太棒了。”约翰·梅洛伊编辑了此期刊。
"I'm forgetful AF," Thomas said in an interview. "My life is so crazy that not having to remember to remember is fantastic. John Melloy edited this edition.