早安。我是许慧洁，从新加坡为您撰稿。市场每天开市、收市。今天，《每日开市》将最后一次收市。
Good morning. This is Hui Jie writing to you from Singapore. Markets open and close every day. Today, Daily Open will close for the final time.
感谢您让我们成为您晨间例行公事的一部分。从利率与市场波动到人工智能的崛起，我们希望帮您梳理最大的商业新闻，并为您带来一些愉悦的阅读体验。
Thank you for making us part of your morning routine. From interest rates and market swings to the rise of AI, we hope we've helped make sense of the biggest business stories and given you something enjoyable to read along the way.
从周一开始，您将收到《晨间速递》，这是您每日了解塑造市场与商业新闻的窗口。如果您想退订，可以点击这里。为您撰稿是我的荣幸，衷心感谢您的阅读。
From Monday you will be receiving Morning Squawk, which is your daily look at the news shaping markets and business. If you would like to unsubscribe, you can click here. It's been a pleasure writing for you, truly, and thank you for reading.
—— 许慧洁、Leonie Kidd、Anniek Bao、Justina Lee您今天需要知道的 万圣节还有一周左右，但市场已经先感到了一丝恐慌。
— Lim Hui Jie, Leonie Kidd, Anniek Bao and Justina Lee What you need to know today Halloween is still about a week away, but markets are already getting some of the heebiee-jeebees.
投资者见证了美股抛售，因对人工智能公司支出的担忧再度浮现，而油价在地缘政治紧张局势升级中跳涨。
Investors saw a sell-off in U.S. markets as renewed concerns around spending by artificial intelligence companies came to the fore, while oil prices jumped amid rising geopolitical tensions.
科技股占比重的纳斯达克指数暴跌逾2%，录得自6月以来最差单日表现；标普500指数录得自7月以来最大单日跌幅，下跌1.2%。
The tech-heavy Nasdaq tumbled over 2%, marking its worst day since June, while the S&P 500 recorded it's largest decline since July and dipped 1.2%.
领跌的大型科技股之一是Meta，该社交媒体巨头周四重挫近7%，因其第三季财报显示自由现金流为负，并上调了全年资本支出下限。
One major tech name leading the losses was Meta, which slumped nearly 7% on Thursday as the social media giant showed negative free cash flow in its third-quarter earnings and raised the floor of its full-year capital expenditures.
Meta表示，预计全年资本支出将在1350亿美元至1450亿美元区间，将区间下限从此前的1300亿美元上调；第三季自由现金流为负21.2亿美元。
Meta said it expects its full-year capex to range from $135 billion to $145 billion, raising the bottom of the range from a previous $130 billion, while free cash flow came in at a negative $2.12 billion during the quarter.
外流的资金似乎在债券市场找到了归宿，基准10年期美债收益率下滑逾17个基点，至4.972%。
The cash fleeing the stock markets seem to have found their space in the bond markets, where the benchmark 10-year U.S. Treasury yield slid more than 17 basis points to 4.972%.
这是收益率约一个月来首次跌破5%，也是自2023年3月以来最大单日跌幅。
This was the first time yields went below 5% in about a month, and the biggest one-day decline since March 2023.
布伦特原油期货上涨4%，收于每桶113.17美元，为国际基准油价自5月4日以来的最高水平。美国西德克萨斯中质原油（WTI）上涨2.4%，收于99.47美元。早盘亚洲时段油价上涨。
Brent crude futures gained 4% to close at $113.17 per barrel, the highest level for the international benchmark since May 4. U.S. West Texas Intermediate gained 2.4% to settle at $99.47. Oil prices were up in early Asia trade.
涨势源于《纽约时报》援引美国官员报道，美以军方已制定具体计划，拟在下个月中期选举后对伊朗发动新一轮打击。
The rise comes after the New York Times, citing U.S. officials reported that U.S. and Israeli militaries have drawn up specific plans for renewed strikes on Iran after next month's midterm elections.
马斯克与中期选举 此外，特斯拉首席执行官埃隆·马斯克仍占据头条，因他投入创纪巨资，以帮助决定2026年中期选举中谁将掌控联邦政府。
Musk and midterms Elsewhere, the Tesla CEO Elon Musk is still in the headlines as he spends record sums to help decide who controls the federal government in the 2026 midterm election.
据追踪政府支出和合同的研究公司FedScout统计，截至今年10月1日，SpaceX已获得至少67.8亿美元联邦业务，几乎是其2024年全年总额的两倍。
SpaceX has racked up at least $6.78 billion in federal work so far through Oct. 1 this year, according to FedScout, a research firm that tracks government spending and contracts, nearly twice its total for all of 2024.
与此同时，马斯克已在至少40场竞选中投入约3.66亿美元用于2026年选举周期，使这位世界首富成为中期选举迄今最大个人捐赠者。
At the same time, Musk has committed roughly $366 million to the 2026 election cycle across at least 40 races, making the world's richest person the midterms' biggest individual donor so far.
据CNBC对联邦选举委员会备案文件的分析，自7月以来，其中至少2.76亿美元流向共和党团体及马斯克自建的政治组织“美国政治行动委员会”（America PAC）。
At least $276 million of that money has flowed to Republican groups and Musk's own political operation, America PAC, since July, according to a CNBC analysis of Federal Election Commission filings.
据知情人士透露，马斯克还向Skydance投资约10亿美元，该人士因未获公开发言授权而要求匿名。
The billionaire has also invested roughly $1 billion in Skydance, according to a person familiar with the matter who asked not to be named because they were not authorized to speak publicly.
据Semafor周四首发报道，马斯克的承诺是Skydance筹集股权投资更广泛努力的一部分。2027年会更好？
Musk's commitment is part of a wider effort by Skydance to raise equity investments, according to Semafor, which first reported the news Thursday. A better 2027?
2026年尚未结束，但潘兴广场首席执行官比尔·阿克曼已对明年持乐观态度。
2026 has yet to end, but Pershing Square CEO Bill Ackman is already optimistic about the next year.
阿克曼在接受CNBC《街头早报》节目采访时表示，两场地缘政治冲突——俄乌冲突和伊朗冲突——加上居高不下的通胀和利率，正在拖累本应“繁荣的市场环境”。“我们将迎来一个惊人的2027年，”他说，并补充道，当这两场战争都结束时，能源价格将下跌，这对市场将是“非常有利”的。
Ackman told CNBC's "Squawk on the Street" that two geopolitical conflicts — the Ukraine-Russia and Iran wars — along with elevated inflation and interest rates are holding back an otherwise "booming market environment." "We're going to have an amazing 2027," he said, adding that when both wars are done, energy prices will come down, and that will be "very good" for markets.
较高的原油价格整年都在给股市带来压力，因为交易员担心高企的能源成本会推高通胀，迫使美联储加息。2026年美国原油上涨72%，布伦特原油飙升83%。——林慧洁 最后……英伟达黄仁勋称看不到2029年内存供过于求迹象：“你永远可以用得上更多” 英伟达首席执行官黄仁勋周四对CNBC表示，尽管过去一周内存芯片股票因担心供过于求和需求疲软而遭抛售，但到2029年不太可能出现内存供应过剩。
Higher crude prices have pressured stocks all year, as traders fear elevated energy costs will drive up inflation and force the Federal Reserve to raise rates. U.S. oil is up 72% in 2026, while Brent crude has surged 83%. — Lim Hui Jie And finally... Nvidia’s Jensen Huang says he sees no sign of a 2029 memory glut: ‘You can always use more’ Nvidia CEO Jensen Huang told CNBC Thursday that a surplus of memory supply is unlikely by 2029, despite a sell-off in memory stocks over the past week amid concerns about oversupply and weakening demand.
“内存的一大优势在于，你永远可以用得上更多，”黄仁勋在公司GTC柏林大会间隙接受CNBC记者Arjun Kharpal广泛采访时表示。
"One of the things that's really great about memory is that you can always use more of it," Huang told CNBC's Arjun Kharpal in a wide-ranging interview on the sidelines of the company's GTC Berlin conference.
他补充道，HBM（一种随机存取存储器，即RAM）在未来多年仍将被使用。
He added that HBM, a type of random access memory, or RAM, will be used for years to come.