大家好，我是莱奥妮·基德，欢迎收看今天的《晨间快评》。投资者今天将评估两大市场力量：美联储的利率决定和又一轮科技公司财报。
Hello, this is Leonie Kidd with today's edition of Morning Squawk. Investors will assess two major market forces today: the Fed decision and another round of tech earnings.
通胀是二者的共同点，政策制定者指出，人工智能驱动的需求热潮与能源一道推高了物价。目前，股指期货走势平稳，而美联储官员预计也将维持利率不变。
Inflation is the common denominator, with policymakers citing the AI-driven demand boom as pushing up prices alongside energy. For now, futures are holding steady, while Fed officials are expected to also hold steady on rates.
正在进行：期货处于观望状态 今天开盘预计将较为谨慎，因为投资者在下午一系列重大市场事件之前选择观望。
Happening now: Futures in holding mode It looks set to be a cautious open to trading today as investors stay on the sidelines ahead of a series of big market moments this afternoon.
美联储将于美东时间下午2点宣布决定，政策制定者几乎确定将维持利率不变。
The Federal Reserve will announce its decision at 2pm ET, with policymakers all but certain to keep rates unchanged.
专家观点：CNBC的史蒂夫·利斯曼将密切关注主席凯文·沃什如何应对一个两难局面——他的“体制变革”货币政策原则与他在管理委员会方面的职责之间的冲突。
Expert view: CNBC's Steve Liesman will be following closely how Chairman Kevin Warsh faces a dilemma that pits his "regime change" monetary policy principles against his job to manage the committee.
分析师观点：“沃什——尽管他声称不喜欢娇惯投资者，但对市场风险保持警觉——应该有可能展现出令人安心的稳健手腕，”Evercore ISI的克里希纳·古哈在最近的一份报告中表示。“但存在重大的执行风险。” 犀利观点：新闻发布会结束后，CNBC的《收盘钟声》将立即与债券老将杰弗里·冈拉克对话，获取他的即时反应。
The analyst view: "It ought to be possible for Warsh – who is alert to market risks even though he professes not to like mollycoddling investors – to show a calming steady hand," said Krishna Guha from Evercore ISI in a recent note. "But there is material execution risk." Hot take: Straight after the press conference, CNBC's "Closing Bell" will speak with bond veteran Jeffrey Gundlach to get his instant reaction.
在CNBC的独家采访中，我们还将听到财政部长斯科特·贝森特的财政观点，他将与CNBC的布莱恩·沙利文一起讨论经济、中期选举等话题。请于美东时间下午4点收看该采访。
In a CNBC exclusive, we will also hear the fiscal view from Treasury Secretary Scott Bessent, who joins CNBC's Brian Sullivan to discuss the economy, the midterms and more. Catch that interview at 4pm ET.
上次回顾：贝森特部长上个月接受CNBC采访时警告说，特朗普政府不会给人工智能提供“责任保护伞”。 亚洲市场交来积极接力，韩国指数隔夜飙升，此前市场权重股SK海力士公布了一组稳健的业绩数据。第三季度营业利润远超预期，这家芯片制造商向股东返还了250亿美元。
Last time: When Secretary Bessent spoke to CNBC last month, he warned that the Trump administration will not be giving AI a "liability shield." It's a positive handover from Asia, with the South Korean index spiking overnight following a solid set of numbers from market heavyweight SK Hynix. Third-quarter operating profit soared past expectations, and the chipmaker returned $25 billion to shareholders.
为什么这很重要：这可能为美光等芯片股提供另一波提振。SK海力士已对韩国股指产生巨大影响，并可为当天的AI交易情绪提供早期指示。
Why it matters: This could provide another boost for chip stocks, like Micron. SK Hynix has grown to have a huge influence on the South Korean index, as well as provide an early indication of AI trading sentiment for the day ahead.
板块动态：周二，芯片股推动了华尔街的反弹，此前博通宣布，一组银行将提供630亿美元融资，购买该公司的芯片和网络解决方案，以租赁给Anthropic。
Sector dynamics: The chip stocks drove the rally on Wall Street on Tuesday, after an announcement from Broadcom that a group of banks would provide $63 billion in financing to buy the company's chips and networking solutions to be leased to Anthropic.
重点波动：另一次AI脉搏检查 今日收盘后将迎来主要财报，Alphabet和微软均将发布业绩。
Big movers: Another AI pulse check The main earnings act will come after the bell today, with Alphabet and Microsoft both due to report.
背景：在一波波动之后，对人工智能债务的担忧有所缓解。但更多AI债务考验即将到来，这些关键财报将与甲骨文周三晚些时候的投资者日同步进行。在此之前，欧洲最大银行发布了一系列重大业绩，以下是回顾：瑞士银行巨头UBS本季度税前利润增长近30%。
The backdrop: Fears over artificial intelligence debt have eased after a bout of volatility. But more tests for AI debt are coming, with those key earnings alongside in Investor Day for Oracle later on Wednesday. Ahead of that, there have been a slew of big releases from Europe's biggest banks, here's the recap: Swiss banking giant UBS has logged a near 30% jump in pretax profit for the quarter.
首席执行官观点：塞尔吉奥·莫蒂在接受CNBC“欧洲早间快报”采访时表示，他看到该行各业务部门资金流入强劲。
The CEO's take: Sergio Ermotti told CNBC's "Squawk Box Europe" that he is seeing strong inflows across the bank's business units.
德意志银行报告了连续第三个季度创纪录利润，而该德国贷款机构的管理资产已增至2.2万亿美元。
Deutsche Bank has reported its third consecutive quarter of record profits, while assets under management have swelled to $2.2 trillion for the German lender.
首席财务官观点：拉贾·阿克拉姆在法兰克福接受CNBC记者安妮特·魏斯巴赫采访时，谈到了如何与美国同行保持竞争力。
The CFO's take: Raja Akram spoke to CNBC's Annette Weisbach in Frankfurt about staying competitive with its American peers.
罗宾汉股价在盘后交易中下跌，原因是这家散户交易平台未达盈利预期，加密货币低迷拖累了利润。该股较去年10月的高点下跌近40%。
Robinhood shares sank in late trading after the retail trading platform missed earnings expectations as the slump in crypto weighed on profit. The stock is down almost 40% from its highs of last October.
即将播出：“街头早报”将在东部时间上午10点整点采访首席执行官弗拉德·特内夫。
Coming up: "Squawk on the Street" will speak to CEO Vlad Tenev in the 10am ET hour.
IPO策略：Jio股价飙升 由Meta和Google支持的Jio Platforms股价在印度首个交易日飙升逾20%。这标志着该国有史以来最大规模IPO，筹资32亿美元。
IPO playbook: A jump for Jio Shares in Meta- and Google-backed firm Jio Platforms have spiked over 20% during the first day of trading in India. It marks the country's largest-ever IPO, raising $3.2 billion.
【为什么重要】野村给予Jio Platforms买入评级，目标价1340卢比，意味着较其IPO价格上涨19.7%。该券商在报告中表示，Jio的资本支出周期基本结束，预计该公司自由现金流将大幅改善。
Why it matters: Nomura gave Jio Platforms a buy rating, setting a target price of 1,340 rupees, implying an upside of 19.7% to its IPO price. The brokerage said in a report that Jio's capex cycle is largely over and there is expected to be a sharp improvement in the company's free cash flow.
【进展】巴西和以色列面临挑战 两场关键选举引发地缘政治不确定性。
Developing: Challenges in Brazil and Israel Two key elections are creating geopolitical uncertainty.
巴西第二轮投票结束后，参议员弗拉维奥·博尔索纳罗已逃往美国。
Following the second round of voting in Brazil, Senator Flavio Bolsonaro has fled to the U.S.
他在未能遵守巴西最高法院交出护照的命令后，获发前往美国的签证。
He was granted a visa to travel to America after failing to comply with the Brazilian Supreme Court's order to hand over his passport.
【为什么重要】这将在特朗普总统表示他相信选举可能被“操纵”之后，加剧与卢拉总统的关系紧张。与此同时，以色列周二投票后的选举似乎没有明确胜出者。根据出口民调，总理本雅明·内塔尼亚胡和挑战者加迪·艾森科特似乎都未接近组建执政联盟所需的数字。官方结果预计将于11月4日公布。【最后】特朗普开玩笑说5000美元在马阿拉戈只能买“一个汉堡和也许一份小甜点” 美国总统特朗普开玩笑说，他承诺向美国成年人支付的5000美元，在佛罗里达州的马阿拉戈俱乐部几乎只能买到“一个汉堡和也许一份小甜点”。此话是在中期选举前一周说出的，这场选举主要由选民对可负担性的担忧所主导。
Why it matters: This will strain relations with President Lula after President Trump said he believed the elections could have been "rigged." Meanwhile, the election in Israel appears to have no clear winner after Tuesday's vote. According to exit polls, neither Prime Minister Benjamin Netanyahu nor challenger Gadi Eisenkot appear close to the numbers needed to form a governing coalition. The official results are due to be published on November 4. And Finally... Trump jokes $5,000 would buy 'a hamburger and maybe a small dessert' at Mar-a-Lago President Donald Trump joked that the $5,000 payments he's promised U.S. adults would buy little more than "a hamburger and maybe a small dessert" at his Mar-a-Lago club in Florida, a week before midterm elections dominated by voters' concerns over affordability.
特朗普承诺，如果共和党赢得众议院和参议院，将向每位成年公民支付5000美元，并规定这笔钱必须在美国境内花费。
Trump has pledged $5,000 to every adult citizen if Republicans win both the House and Senate, specifying the money must be spent in the U.S.
“去佛罗里达，去我们任何一个好地方。你甚至可以来马阿拉戈，”特朗普周二在得克萨斯州的一次集会上说。“问题是，5000美元最多只能买到一个汉堡和也许一份小甜点。约翰·梅洛伊编辑了本期内容。
"Go to Florida, go to any one of our great places. You can even come to Mar-a-Lago," Trump said at a rally in Texas on Tuesday. "The problem is that for $5,000, the most you'll be able to buy is a hamburger and maybe a small dessert. John Melloy edited this edition.