你好，我是 Anniek Bao，从新加坡向你报道。市场每天开盘、收盘。今天，Daily Open 将最后一次收盘。
Hello, this is Anniek Bao writing to you from Singapore. Markets open and close every day. Today, the Daily Open will close for the final time.
感谢你让我们成为你晨间例行公事的一部分。从利率和市场波动到 AI 的崛起，我们希望帮你理清最大的商业故事，并给你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，你将收到 Morning Squawk，这是你每日了解塑造市场和商业的新闻的窗口。如果你想退订，可以点击这里。为你撰稿是我的荣幸，衷心感谢你的阅读。
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.
—— Lim Hui Jie、Leonie Kidd、Anniek Bao 和 Justina Lee今日须知 华尔街科技股遭遇抛售，市场正在消化这一冲击，纳斯达克综合指数下跌 2.6%，录得自 7 月初以来最糟糕的单日表现，因市场对 AI 支出重燃疑虑。
— Lim Hui Jie, Leonie Kidd, Anniek Bao and Justina Lee What you need to know today Markets are digesting the tech rout on Wall Street with the Nasdaq Composite index falling 2.6% for its worst day since early July on renewed doubts over AI spending.
在首尔，SK 海力士股价反弹 2.6%，此前该公司取消了其 Solidigm 部门在美国上市的计划，股价从早盘跌破 120 万韩元（约合 905 美元）的低位回升。监管机构曾表示该计划违反了双重上市规则，SK 海力士则以市场条件为由，并称将继续探索为美国新晶圆厂融资的方案。
In Seoul, SK Hynix shares rebounded 2.6% after the company scrapped plans for a U.S. listing of its Solidigm unit, recovering from an early dip below 1.2 million won ($905). Regulators had said the plan ran afoul of dual-listing rules, and SK Hynix cited market conditions while saying it will keep exploring financing for a new U.S. fab.
埃隆·马斯克的商业版图同样成为焦点。《华尔街日报》报道，美国总统唐纳德·特朗普致电马斯克，要求他解除曾拖慢乌克兰使用“星链”并阻碍其无人机行动的限制。特朗普称接入已恢复，但乌克兰总统弗拉基米尔·泽连斯基表示速度尚未完全恢复。
Elon Musk's empire was also in focus. President Donald Trump called Musk and asked him to lift restrictions that had slowed Ukraine's use of Starlink and hampered its drone operations, the Wall Street Journal reported. Trump said access has been restored, though Ukrainian President Volodymyr Zelenskyy said speeds aren't fully back.
SpaceX 在第三季度因持有马斯克旗下 The Boring Company 的股份确认了 5.61 亿美元的未实现收益，推动净利润升至约 44 亿美元。这笔非现金增值源于 9 月 The Boring Company 的一轮融资，但 SpaceX 前九个月仍显示 4.13 亿美元的净亏损。
SpaceX booked a $561 million unrealized gain on its stake in Musk's Boring Co. in the third quarter, lifting net income to about $4.4 billion. The non-cash markup followed a September Boring fundraising round, and SpaceX still shows a $413 million net loss for the first nine months.
马斯克在政治上也大手笔投入，据《纽约时报》报道，他在本轮选举周期中投入约3.66亿美元，其中自7月以来投入2.76亿美元，主要目的是让共和党保持对国会的控制。这很可能使他成为今年竞选中最大的单一捐赠者，众议院民主党人已呼吁调查SpaceX的政府合同。
Musk is also spending heavily on politics, putting about $366 million into this election cycle, including $276 million since July, mainly to keep Republicans in control of Congress, according to the New York Times. That likely makes him the largest single donor in this year's races, and House Democrats have already called for investigations into SpaceX's government contracts.
回到科技领域，英伟达首席执行官黄仁勋表示，新型云计算（neocloud）需求“极其旺盛”。他在柏林举行的GTC大会上对CNBC表示，“资本需求远大于资本供给”，但他预计这一缺口将得到解决。
Back in tech, Nvidia CEO Jensen Huang said neocloud demand is "off the charts." He told CNBC at GTC in Berlin that "the demand of the capital is much greater than the availability of the capital," though he expects the gap to be solved.
资金流向对中国富裕阶层则呈现相反趋势，随着北京扩大征税范围，他们正将离岸资金转移至美国银行，私人银行家和律师报告称，自7月以来相关咨询激增。北京设定了10月22日为申报离岸信托收入的最后期限，税率为20%。
Money is moving the other way for China's wealthy, who are shifting offshore funds into U.S. banks as Beijing widens its tax net, with private bankers and lawyers reporting a jump in inquiries since July. Beijing set an Oct. 22 deadline to declare offshore trust income, taxed at 20%.
在日本，9月核心通胀率从8月的1.7%升至2.1%，创今年新高，并超过日本央行2%的目标。该数据符合预期，日本央行预计将在下周会议上维持利率不变，12月加息仍在考虑之中。—— Anniek Bao 最后……AI债务与法国债券面临压力测试——为何风波可能未平 从为数据中心项目融资的AI公司到债台高筑的法国政府，随着投资者对借贷风险愈发警惕，信贷市场正闪烁警示信号。
In Japan, core inflation rose to 2.1% in September from 1.7% in August, the highest this year and above the Bank of Japan's 2% target. The reading matched forecasts, with the Bank of Japan expected to hold at next week's meeting and a December hike still in play. — Anniek Bao And finally... AI debt and French bonds face a stress test — why it may not be over From AI companies financing data center projects to France's heavily indebted government, credit markets are flashing warnings as investors grow warier of borrowing risks.
据CNBC对FactSet数据的分析，CoreWeave、甲骨文、软银集团，以及法国和意大利的五年期信用违约互换（CDS）利差均已扩大。
Five-year credit default swap spreads have widened for CoreWeave, Oracle and SoftBank Group, as well as France and Italy, according to CNBC's analysis of FactSet data.
随着市场因担心融资紧缩而提高资本成本，AI相关债券遭遇抛售。英伟达首席执行官黄仁勋周四对CNBC表示，新型云计算需求“极其旺盛”，但他警告存在“资本短缺”问题。“资本需求远大于资本供给，”他说，并补充道，“这将会得到解决。”—— 迪娜·扎伊迪，克里斯托弗·海耶斯
AI-related bonds have been selling off as markets raise the cost of capital amid concerns of a financing crunch. Neocloud demand is "off the charts," Nvidia CEO Jensen Huang told CNBC on Thursday, but he warned of a "scarcity of capital." "The demand of the capital is much greater than the availability of the capital," he said, adding, "that's going to get solved." — Deena Zaidi, Christopher Hayes