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你好,我是包安妮,从新加坡为您报道。欢迎收看CNBC《每日开盘》又一期节目。

Hello, this is Anniek Bao writing to you from Singapore. Welcome to another edition of CNBC's Daily Open.

华盛顿承诺在11月3日中期选举前不再打击伊朗,全球正密切关注选举后的事态发展。据报道,美国和以色列已制定了选举后的打击计划,油价交易者保持谨慎、使油价维持在每桶108美元以上或许是明智之举。

Washington's pledge not to strike Iran again before the Nov. 3 midterms has the world watching for what comes after. Oil traders may be right to stay cautious, keeping oil above $108 a barrel as the U.S. and Israel have reportedly drawn up plans for afterward.

与此同时,围绕“星链”出现悬案,特朗普称自己未参与且不知情;还有一个PHP漏洞导致欧洲及其他地区的政府网站瘫痪。

Meanwhile, there's a Starlink whodunit, with Trump saying he wasn't involved and doesn't know who was, and a PHP flaw that knocked government websites in Europe and elsewhere offline.

今日须知 华盛顿表示,在11月3日中期选举前没有重新打击伊朗的计划,但升级行动可能在选举结束后不久便会展开。《纽约时报》援引美国官员和知情人士的话报道,美以军方已制定了选举后恢复打击的计划,目标涵盖能源基础设施、核设施,以及导弹和无人机武库。

What you need to know today Washington says it has no plans to renew strikes on Iran before the Nov. 3 midterms, but escalation may not wait long after that. The U.S. and Israeli militaries have drawn up plans for renewed strikes once the election is over, targeting energy infrastructure, nuclear facilities, as well as missile and drone arsenals, The New York Times reported, citing U.S. officials and people briefed on the plans.

与此同时,油价维持在每桶108美元以上,亚洲和欧洲天然气价格处于多年高位,这可能会更长时间地拖累家庭财务。

Meanwhile, oil prices staying above $108 a barrel and gas prices in Asia and Europe at multiyear highs could weigh on households for longer.

作为全球第二大柴油供应国,俄罗斯本周遭受乌克兰大规模无人机袭击,关键石油基础设施受损;基辅扩大打击目标,旨在阻止克里姆林宫增加柴油出口。基辅也已终止其短暂遵守的能源停火协议——该停火是特朗普本月初单方面宣布的。莫斯科从一开始就无视该停火。

Russia, the world's second-largest diesel supplier, took heavy drone attacks from Ukraine this week that damaged key oil infrastructure, as Kyiv widens its targets to keep the Kremlin from raising diesel exports. Kyiv has also ended its brief adherence to the energy ceasefire Trump declared unilaterally earlier this month. Moscow ignored the truce from the start.

“星链”悬案 美国总统唐纳德·特朗普和埃隆·马斯克均被怀疑是导致乌克兰“星链”服务减速的幕后黑手。《华尔街日报》报道称,马斯克下令减缓乌克兰在对俄战争中依赖的一个版本“星链”服务的速度。

Starlink whodunit President Donald Trump and Elon Musk have both been suspected of being behind Ukraine's Starlink slowdown. The Wall Street Journal reported that Musk ordered the slowdown of a version of Starlink that the country relies on in its war with Russia.

据两位人士向《华尔街日报》透露,马斯克和特朗普都最近批评了乌克兰总统弗拉基米尔·泽连斯基;他们在这一消息公开后不久就讨论了相关事宜。不过,特朗普否认自己参与了任何相关行动,他在离开白宫前往南卡罗来纳州参加竞选集会时说:“我不知道是谁干的,但我没有参与其中。”

Musk and Trump, who have both recently criticized Ukrainian President Volodymyr Zelenskyy, discussed the move "soon after" it became public, two people told the Journal. Trump however has denied any role. "I don't know who did it, but I was not involved," he said as he left the White House for a campaign rally in South Carolina.

由于财报表现超出预期,SpaceX的股价上涨了高达10%;马斯克还暗示可能与特斯拉进行合作。在Meta和特斯拉周三收盘后发布财报之前,期权交易市场普遍呈现看涨趋势(买入看涨期权的数量多于卖出看涨期权的数量)。

SpaceX shares jumped as much as 10% after an earnings beat, and Musk hinted at a tie-up with Tesla. Options trading in Meta and Tesla leaned bullish ahead of their reports Wednesday after the close, with Meta seeing more calls than puts.

根据Meta公司的文件,马克·扎克伯格承诺在未来八年内将继续居住在加利福尼亚州,或者居住在Meta的总部所在地。这一承诺是该公司推出新型非投票权类C股(Class C shares)计划的一部分;只有在“重大且无法预见的情况下”他才能搬迁。Anthropic公司发布了Claude Duet的预览版本——这款人工智能工具会在发送消息或进行支付前寻求用户的批准,其功能可能与OpenAI的Dots和Meta的Muse类似。

Meta's Mark Zuckerberg has committed to remaining a California resident, or living wherever Meta is headquartered, for eight years, according to a company filing. The pledge is part of the company's creation of a new class of non-voting Class C shares and allows relocation only under "material unforeseen circumstances." Anthropic announced a preview of Claude Duet, an AI agent that works in the background and seeks approval before sending messages or making payments, and may take on OpenAI's Dots and Meta's Muse.

Claude Duet主要面向小型企业和专业人士,能够发送每日简报、监控相关应用程序的运行状态、创建仪表盘、安排会议以及生成财务预测。

Aimed at small businesses and professionals, it can send daily briefs, keep tabs on connected apps, and build dashboards, schedule meetings and create financial forecasts.

随着人工智能成为全球央行行长们热议的话题,eBay宣布将裁员约1000人(占其员工总数的9%),这是该公司今年的第二轮裁员措施;该公司表示将继续在符合其战略的“重点领域”招聘新员工。与此同时,由于PHP编程语言的开发者发现了两个严重安全漏洞,欧洲及其他地区的政府网站在周三暂时无法访问;相关开发人员敦促用户立即更新系统。据他们称,修复后的PHP版本已于格林尼治标准时间13:45左右上线。

AI hazard As AI and jobs become the hot new topic for global central bankers, eBay said it will cut about 1,000 jobs, or roughly 9% of its workforce, its second round of cuts this year, as it streamlines operations and focuses on its fastest-growing areas. The company said it will keep hiring in "priority areas aligned with our strategy." Meanwhile, government websites in Europe and elsewhere went offline Wednesday after developers of the PHP programming language disclosed two critical vulnerabilities and urged users to update. A fixed version was live by around 1345 GMT, they said.

韩国央行预计将在周四的决议中维持利率不变,因为央行专注于抑制通胀,而经济增长依然强劲。—— Anniek Bao 最后……贝莱德首席投资官 Rick Rieder 认为优质债券存在“历史性”机会 投资者可能对当前冲击部分债券市场的波动感到担忧,但贝莱德全球固定收益首席投资官 Rick Rieder 在接受 CNBC 独家专访时表示,他们拥有一个“历史性”机会,可在优质信用债中锁定诱人的收益率。

South Korea is expected to hold interest rates unchanged in a decision Thursday as the central bank focuses on taming inflation while growth remains strong. — Anniek Bao And finally... BlackRock's Rick Rieder sees 'historic' opportunity in high-quality bonds Investors may be wary of the volatility hitting parts of the bond market right now, but they have an "historic" opportunity to grab attractive yields in high-quality credit, Rick Rieder, BlackRock's chief investment officer for global fixed income, told CNBC in an exclusive interview.

他表示,假设情况下,投资者现在有可能构建一个分散化投资组合,其收益率超过 7%,久期不足三年,平均信用评级为 A-。久期衡量债券价格对利率波动的敏感度,期限较短的债券往往久期较低。

Hypothetically, it's now possible for investors to build a diversified portfolio that yields more than 7% with less than three years of duration and an average credit quality of A-, he said. Duration is a measurement of a bond's price sensitivity to fluctuations in rates, and issues with shorter maturities tend to have lower duration.

Rieder 在谈及其第四季度展望的专访中表示:“这不仅因为这些收益率处于当前水平而具有历史意义,而且这些收益率唯一出现的时候,是发生了某种问题的时候,比如经济问题或违约问题。”

"Not only is it historic in that these yields are where they are, but the only time these yields are ever here is when there's some problem, like an economic problem or default problem," Rieder said in an interview about his fourth-quarter outlook.

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