您好，我是惠捷，从新加坡为您撰稿。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. Welcome to another edition of CNBC's Daily Open.
在科技板块经历艰难一周后，投资者似乎已重返该领域，纳斯达克综合指数隔夜反弹。
After a bruising week for the tech trade, investors seem to have came back into the sector, with the Nasdaq Composite rallying overnight.
这种乐观情绪是谨慎的，债务担忧仍是该板块的关键忧虑，而该板块今年已出现创纪录的债券发行量。
The optimism is cautious, with debt concerns still a key worry for a sector that has seen record bond issuance this year.
今日需知 投资者再次涌入科技股，此前对AI融资、竞争加剧以及未来几年可能出现芯片供应过剩的担忧，促使他们上周抛售股票。
What you need to know today Investors are once again piling into tech, after fears over AI financing, rising competition and possible excess chip supply in a few years drove them to cash out of the market last week.
纳斯达克综合指数周一反弹超过1%，此前该指数上周下跌4.5%，终结了四周连涨走势。
The Nasdaq Composite rebounded more than 1% on Monday, after sliding 4.5% last week and snapping a four-week winning streak.
英特尔上涨2%，此前摩根大通分析师上调了该芯片制造商的评级。超微半导体上涨1.8%，美光科技飙升约3%。
Intel advanced 2% after JPMorgan analysts upgraded their rating on the chipmaker. Advanced Micro Devices added 1.8%, and Micron Technology jumped about 3%.
然而，这并非对该板块的全面拥抱。融资担忧依然存在，尤其是对新云公司而言。
It was not a wholesale embrace of the sector, however. Funding concerns still loom, especially over neocloud companies.
新云支柱公司CoreWeave的股价从早前的涨幅中转向，下跌0.4%，尽管高盛此前将该股从中性上调至买入。
Shares of neocloud mainstay CoreWeave reversed course from earlier gains, falling 0.4%, even after receiving Goldman Sachs upgraded the stock to buy from neutral.
CoreWeave股价上周暴跌超过25%——这是自2025年11月以来最大的单周跌幅——原因是债务担忧。
CoreWeave shares plunged more than 25% last week — their biggest one-week drop since November 2025 — over debt concerns.
另一家面临信贷压力的公司是甲骨文。它面临信用评级下调的风险，这可能使其债务跌入垃圾债区间。甲骨文在标准普尔信用评级的评级为BBB-，这是投资级区间的最低水平。
Another company that is also facing credit stress is Oracle. It risks a credit rating downgrade that could tip its debt into junk territory. Oracle's rating at S&P Credit Ratings is BBB-, the lowest level in the investment-grade spectrum.
虽然债券仍属投资级，但情绪转变可从甲骨文五年期信用违约互换的价差中看出，这是一种违约保险。
While the bonds are still investment grade, the shift in sentiment can be seen in the spread of Oracle's five-year credit default swaps, which are insurance against default.
甲骨文五年期CDS价差（即溢价）目前为295个基点，此前周四曾短暂触及300个基点。一年内上涨了287%。
Oracle's five-year CDS spread, or premium, is currently at 295 basis points, after briefly hitting 300 basis points on Thursday. It is up 287% in one year.
S&P全球市场情报固定收益定价执行董事加文·诺兰表示，该范围更符合BB和B级信用评级，属于高收益。2026年最后一次AI首次公开募股？
The range is more in line with BB and B credit, which is high yield, said Gavan Nolan, executive director of fixed income pricing at S&P Global Market Intelligence. The last AI IPO for 2026?
今年年初，投资者预测将有众多AI公司上市，包括SpaceX、Anthropic和OpenAI。
When the year started, investors were predicting a slew of AI companies going public, including SpaceX, Anthropic and OpenAI.
但如今投资者只能接受较少的选择，因为OpenAI已排除在2026年进行市场首次亮相的可能性，而其他几项计划中的发行今年也被推迟。
But now investors will have to settle for less, with OpenAI ruling out its market debut in 2026 and several other planned offerings postponed this year.
在预测市场平台Kalshi上，投机者认为，今年可能正式宣布IPO的唯一主要公司是Anthropic，该公司于今年6月初向证券交易委员会保密递交了招股说明书。
On prediction market platform Kalshi, speculators think the only major company left that might officially announce an IPO this year is Anthropic, which confidentially filed a prospectus with the Securities and Exchange Commission in early June.
在Kalshi列出的仍可交易的23家公司中，只有Anthropic今年正式宣布IPO的概率超过50%——截至周一早上为75%。
Only Anthropic offers greater than 50% odds — 75% as of Monday morning — to officially announce an IPO this year, out of the 23 companies that Kalshi lists on its market that remain open to trade.
美乌争端持续 在地缘政治方面，华盛顿与基辅之间的紧张关系持续升级。美国总统唐纳德·特朗普周一表示，他将与俄罗斯总统弗拉基米尔·普京和中国国家主席习近平会面，讨论如何结束乌克兰战争。
U.S.-Ukraine spat continues On the geopolitical front, the tensions between Washington and Kyiv continue to rise with President Donald Trump saying Monday he would meet with Russian President Vladimir Putin and Chinese President Xi Jinping to discuss how to end the Ukraine war.
此前，《华尔街日报》报道称，普京在10月9日与特朗普的通话中提出了下月与习近平举行三边峰会的想法，尽管该会议被设想为不包括乌克兰总统弗拉基米尔·泽连斯基。
That comes after the Wall Street Journal reported that Putin in an Oct. 9 phone call with Trump had floated the idea of a trilateral summit with Xi next month, although the meeting is envisioned to exclude Ukrainian President Volodymyr Zelenskyy.
特朗普在离开白宫前往堪萨斯州参加竞选集会时，被记者问及潜在会面时表示：“无论有人在场与否，我都会尽我所能结束战争。”
"Anything I can do to end the war, whether somebody's there or not," Trump told reporters when asked about the potential meeting as he departed the White House for a campaign rally in Kansas.
特朗普还在被问及泽连斯基的言论——即特朗普站在历史错误的一边时，进一步批评乌克兰领导人，称“泽连斯基不知道他在说什么”，并重申他对基辅的要求：“换一位总统。” — 李慧洁 最后……埃隆·马斯克表示，明年将向美国每个孩子赠送一份SpaceX股份。SpaceX首席执行官埃隆·马斯克周一表示，他将在明年向美国每个孩子赠送自己在该公司的一份股份。
Trump also doubled down on his criticism of the Ukrainian leader when he was asked about Zelenskyy's remarks that Trump is on the wrong side of history, saying that "Zelenskyy doesn't know what he's talking about," and reiterating his call for Kyiv to "get a new president." — Lim Hui Jie And finally... Elon Musk says he’ll give a SpaceX share to every child in America next year SpaceX CEO Elon Musk said Monday that he'll give every child in the U.S. one of his shares in the company next year.
根据8月份提交的SEC文件，马斯克目前持有约48亿份SpaceX股份。考虑到未归属的奖励和股票期权后，这一数字升至64亿份，相当于他在公司持有48.4%的受益股权。
Musk currently owns about 4.8 billion SpaceX shares, according to an August SEC filing. That figure rises to 6.4 billion when taking into account unvested awards and stock options, representing a 48.4% beneficial stake in the company.
根据官方人口普查数据，截至2025年7月1日，美国18岁以下儿童共有7200万人。
There were 72 million children under 18 in the U.S. as of July 1, 2025, according to official census data.
若按SpaceX周五收盘价146.03美元计算，这相当于首席执行官赠送价值约105亿美元的股份。
That would amount to the CEO giving away about $10.5 billion worth of shares, taking into account SpaceX's closing stock price of $146.03 as of Friday.
— Kai Nicol-Schwarz, Lora Kolodny
— Kai Nicol-Schwarz, Lora Kolodny