你好，我是 Leonie Kidd，欢迎收看今日的《Morning Squawk》。超早盘交易量的放大绝大多数是向下的。期货走弱，亚洲市场收盘大幅下跌，欧洲市场也普遍走低。看来科技股的“非黑即白”式交易还在继续……正在发生：卖方占据主导 期货今早稳步下跌，芯片股再次承压。
Hello, this is Leonie Kidd with today's edition of Morning Squawk. The pickup in volume during super early trading has been overwhelmingly to the downside. Futures are worse, Asia closed deep in the red, and Europe is also broadly lower. It seems the all-or-nothing approach to tech continues... Happening now: Sellers in the driving seat Futures are steadily declining this morning, with chip stocks once again under pressure.
华尔街的财报交接好坏参半，但投资者似乎更纠结于特斯拉令人失望的预期，而非 Meta 的业绩超预期。
The earnings handover from Wall Street was mixed, but investors seem more hung up on Tesla's disappointing forecasts than Meta's beat.
特斯拉综述：好于预期的第三季度业绩未能支撑特斯拉股价，该股在盘前交易中下跌。平均汽车售价下降和电池供应短缺拖累了营收。
Tesla round-up: Better-than-expected third-quarter results are failing to support Tesla shares, with the stock falling in premarket trading. Lower average car sales prices and a battery supply crunch weighed on revenues.
马斯克还警告称，集团在 Robotaxi（无人驾驶出租车）车队方面本季度“不会有实质性进展”。
Musk also warned the group is "not going to move the needle" on its Robotaxi fleet this quarter.
前特斯拉董事会成员 Steve Westly 告诉 CNBC，马斯克必须在自动驾驶和机器人领域实现规模化，才能证明其 1.6 万亿美元估值的合理性。
Former Tesla board member Steve Westly told CNBC that Musk must scale across self-driving and robotics to justify its $1.6 trillion valuation.
Meta 综述：Meta 股价在盘前交易中也转为下跌。该股周三盘后交易中一度上涨，因其公布的季度销售额超预期。
Meta round-up: Shares in Meta have also turned negative in premarket trading. The stock initially rallied in extended trade on Wednesday, after it posted a sales beat for the quarter.
Meta 还通过提供一类新股份，说服 Mark Zuckerberg 在加利福尼亚州再待 8 年，帮助他应对所谓的“加利福尼亚财富税”。上午 11 点，《Squawk on the Street》将与 Bill Ackman 对话，谈论他的科技投资组合（其中包括 Meta），以及大盘趋势和中期选举。油价震荡布伦特原油和 WTI 原油早盘上涨。以下是推动油价波动的最新地缘政治事态发展：《纽约时报》的一篇报道披露，美以军方已制定计划，将在中期选举后重启对伊朗的打击。《纽约时报》援引不具名美国官员的话称，这将是一次“短暂但密集”的行动。
Meta also convinced Mark Zuckerberg to stay in California for 8 years by offering a new class of stock, helping him manage the so-called "California Wealth Tax." At 11am, Squawk on the Street will speak to Bill Ackman about his tech portfolio, which includes Meta, as well as the big market trends and the midterms. Oil's Oscillations Brent crude and WTI are driving higher in early trading. Here are the latest geopolitical developments fueling the moves: A New York Times report outlined how the U.S. and Israeli militaries have developed plans to renew strikes on Iran after the midterm elections. The Times, citing unnamed U.S. officials, said this would be a "short but intensive" operation.
国务院宣布，鉴于胡塞武装对沙特阿拉伯的袭击，下令非紧急政府雇员撤离沙特阿拉伯。
Overnight, the State Department announced it was ordering non-emergency government employees to leave Saudi Arabia amid the Houthi attacks on the kingdom.
大盘动向：看空中国与科技股 中国基准指数沪深300今日跌入熊市领域，较6月高点下跌20%。该指数追踪在上海和深圳上市的300只最大市值股票，已连续十周下跌。
Big movers: Bears out for China and tech China's benchmark CSI 300 dipped into bear market territory today, marking a 20% drop from its June peak. The index, which tracks 300 of the largest stocks listed in Shanghai and Shenzhen, has declined for ten consecutive weeks.
但并非全是坏消息。CNBC看到的最新数据显示，主权财富基金正向中国投入数十亿美元，投资较2025年激增190%。欧洲大盘动向：消费巨头雀巢在欧洲交易中上涨，因销售额超过了第三季度预期。
But it's not all doom and gloom. Fresh data seen by CNBC shows sovereign wealth funds are pouring billions back into China, with investment surging 190% from 2025. Big movers in Europe: Consumer giant Nestle is higher in European trade after sales beat third-quarter forecasts.
英国银行巴克莱今年将裁员5000人，因本季度利润未达预期，导致其股价在伦敦下跌。
British bank Barclays is cutting 5,000 jobs this year, as profit missed expectations this quarter, sending shares lower in London.
欧洲科技巨头SAP与其他欧洲科技股一样承压，尽管其上调了销售额展望。
European tech giant SAP is under pressure alongside other European technology stocks despite hiking its sales outlook.
全球最大主权财富基金NBIM在债券市场动荡中录得300亿美元亏损。
The world's largest sovereign wealth fund, NBIM, has posted a $30 billion loss amid the bond market turbulence.
独家：英伟达黄仁勋 在接受CNBC独家专访时，英伟达掌门人黄仁勋表示，市场基本面显示，对新云（neoclouds）的需求“极其旺盛”。
Exclusive: Nvidia's Jensen Huang In an exclusive interview with CNBC, Nvidia boss Jensen Huang said that market fundamentals show that demand for neoclouds is "off the charts."
持续跟进：安全漏洞 如果你——像我一样——直到现在才听说过PHP，欢迎加入全球正在设法弄清这款软件的行列，此前它引发了各国政府的警告。
Developing story: Security flaws If you - like me - have not heard of PHP until now, join the ranks of people looking to understand this software after it prompted warnings from governments worldwide.
为何重要：PHP是一种用于驱动网站的开源编程语言。系统中发现的缺陷导致世界各国政府纷纷下线网站。
Why it matters: PHP is an open-source programming language used to power websites. The discovery of flaws in the system has led to governments across the world taking websites offline.
谷歌、OpenAI和亚马逊参与了这些漏洞的发现工作，旨在保护系统安全。
Google, OpenAI and Amazon are involved in uncovering these vulnerabilities in an effort to protect systems.
从美国联邦调查局（FBI）到英国国家医疗服务体系（NHS）以及全球各地的警方均已发布警报。您可在此跟进关键进展。最后……在德克萨斯州的参议院选举中，民主党候选人詹姆斯·塔拉里科（James Talarico）对埃隆·马斯克（Elon Musk）的言论进行了回击。周三晚上，塔拉里科回应了马斯克在社交平台X上发布的帖子。
Authorities from the FBI to the U.K.'s National Health Service and police forces across the globe have issued alerts. You can follow key developments here. And Finally... James Talarico fires back at Elon Musk in Texas Senate race feud James Talarico, the Democratic nominee seeking a Senate seat from Texas, fired back Wednesday night at Elon Musk for an X post in which the world's richest man hours earlier had said, "There is something deeply wrong with Talarico."
几个小时前，马斯克曾表示：“塔拉里科身上存在严重的问题。”塔拉里科在回复马斯克的推文时写道：“一个允许亿万富翁直接收买美国参议员的政治体系，本身就存在严重的问题。”本版内容由约翰·梅洛伊（John Melloy）编辑。
"There is something deeply wrong with a political system that allows one trillionaire to buy his own personal U.S. Senator," Talarico wrote in reply to Musk's tweet. John Melloy edited this edition.