来自 Gregor Stuart Hunter 的欧洲及全球市场展望就在给新款 Roadster 绑上推进器仅仅几天之后，埃隆·马斯克或许即将再次上演这一特技——只不过这一次是真刀真枪，且为特斯拉（TSLA.O）带来规模大得多的助推——即将这家电动汽车制造商与 SpaceX（SPCX.O）合并。
A look at the day ahead in European and global markets from Gregor Stuart Hunter Just days after strapping thrusters onto the new Roadster, Elon Musk may be about to repeat the stunt for real this time with a far bigger boost for Tesla (TSLA.O) — by combining the EV maker with SpaceX (SPCX.O).
这位反复无常的实业家周二表示，两家公司合并将是“一个好主意”，并称双方已组建特别委员会讨论合并事宜，消息传出后，Starlink 运营方股价在盘后交易中上涨 8%。此次合并将创建全球最有价值的公司之一，估值约 3.5 万亿美元（约合 35 万亿元人民币），位居全球第五，介于微软（MSFT.O）与亚马逊（AMZN.O）之间。
The mercurial industrialist said on Tuesday that a merger of the two companies would be "a good idea" and that they had formed special committees to discuss a union, sending shares of the Starlink operator up 8% in extended trading. The tie-up would create one of the most valuable companies in the world, worth about $3.5 trillion and in fifth place globally, between Microsoft (MSFT.O) and Amazon (AMZN.O).
但马斯克面临将两家公司合并带来的巨大监管风险。各国政府最关心的可能是：是谁下令放缓乌克兰在对俄战争中依赖的军用级 Starlink 卫星服务。《华尔街日报》周二援引美国官员和知情人士报道称，马斯克上周下达了该指令。路透社无法独立核实该报道。
But Musk faces substantial regulatory risks from merging the two. Top of mind among governments may be who ordered the slowdown of a military-grade version of the Starlink satellite service that Ukraine relies on in its war with Russia. The Wall Street Journal reported on Tuesday that Musk had given the order last week, citing US officials and people familiar with the matter. Reuters could not independently verify the report.
稍后在特斯拉第三季度财报电话会上，分析师或许会忍不住追问：马斯克 2018 年发射入太空的那辆 Roadster 到底怎么样了？
Analysts on Tesla's Q3 earnings conference call later may be tempted to ask: Whatever happened to the last Roadster that Musk blasted into outer space in 2018, anyway?
其他方面，澳大利亚数据中心运营商 NextDC（NXT.AX）在大幅下调明年收入预期并暂停未来开发项目后，股价腰斩近一半，延续了全球 AI 股票遭遇的负面情绪爆发。
Elsewhere, Australian data centre operator NextDC (NXT.AX) shed nearly half of its value after sharply cutting revenue forecasts for the year ahead and putting future developments on hold, extending the burst of negative sentiment towards global AI stocks.
但韩国人工智能基础设施公司 Elice Group（0158S0.KQ）股价周三早盘飙升 30%，从周二上市首日的暴跌中反弹。
But shares in South Korean artificial intelligence infrastructure company Elice Group (0158S0.KQ) surged 30% on Wednesday morning, rebounding from a slump in its market debut on Tuesday.
亚洲市场整体表现平稳：MSCI明晟亚太地区（除日本外）股票指数（.MISX00000PUS）上涨1.2%，韩国综合股价指数（.KS11）触及一周高位。日经225指数（.N225）上涨1.3%，标普500 E-mini期货上涨0.4%。
Markets in Asia have been fairly well-behaved otherwise: MSCI's broadest index of Asia-Pacific shares outside Japan (.MISX00000PUS) was up 1.2%, as the KOSPI (.KS11) hit a one-week high. The Nikkei 225 (.N225) gained 1.3%, while S&P 500 e-mini futures were up 0.4%.
受中东供应担忧影响，布伦特原油在亚洲时段交易中上涨1.5%至每桶110.41美元，投资者对红海航运风险、沙特石油基础设施面临的威胁保持警惕，且美伊和谈仍无进展，此前周二油市经历了一波动荡的交易。
Brent crude climbed 1.5% to $110.41 per barrel in Asian trade on Middle East supply concerns, with investors wary of Red Sea shipping risks and threats to oil infrastructure in Saudi Arabia, and peace talks between the US and Iran still elusive following a choppy session for oil markets on Tuesday.
早盘欧洲交易时段，泛欧期货上涨0.4%，德国DAX期货上涨0.4%，富时期货持平。
In early European trading, pan-region futures were up 0.4%, German DAX futures gained 0.4% and FTSE futures were flat.
在MSCI明晟发出降级警告引发雅加达综合指数（.JKSE）大跌后，印尼央行将于稍后决定利率政策。打破惯例，央行将周三的政策利率新闻发布会提前至当地时间13:30（格林威治标准时间06:30），比往常早30分钟，但未提供细节。敬请关注。周三可能影响市场的关键进展：公司财报：Meta、特斯拉、泛林集团、菲利普莫里斯国际、SAP SE经济事件：英国9月CPI、PPI、RPI、RPI-X及公共部门净借款（剔除银行）
And after a downgrade threat from MSCI triggered a rout in the Jakarta Composite (.JKSE), Bank Indonesia prepares to decide interest rate policy later. In a departure from its usual programme, the central bank has brought forward Wednesday's policy rate press conference to 1330 local time (0630 GMT), 30 minutes earlier than usual, without providing details. Stay tuned. Key developments that could influence markets on Wednesday: Company earnings: Meta, Tesla, Lam Research, Philip Morris International, SAP SE Economic events: United Kingdom CPI, PPI, RPI, RPI-X and PSNB ex-banks for September