大家好，我是Leonie Kidd，欢迎收听今天的《晨间快评》。万圣节还没到，市场就先迎来了一场“周五惊魂”。科技股再度遭受重创，被亚马逊和英特尔令人失望的财报拖累。
Hello, this is Leonie Kidd with today's edition of Morning Squawk. It's a Friday fright for markets before Halloween has even gotten underway. Tech is taking another beating, dragged down by more earnings disappointment from Amazon and Intel.
但今天真正的惊吓是什么？加密货币史上最大的盗窃案。币安正因一起黑客攻击而震荡，受影响金额高达前所未有的63亿美元，矛头指向国家支持的行为体。
But the real scare of the day? The biggest heist in crypto history. Binance is reeling from a hack that is impacting an unprecedented $6.3 billion, with fingers pointing at a state-backed actor.
正在发生：科技股周五的抛售看起来将成为纳斯达克本周表现最差的一个交易日。一些科技巨头的巨大跌幅在本周不断累积，将指数推入深度下跌区间。先从亚马逊说起。
Happening now: Tech sell-off Friday looks set to be the worst session of the week for the Nasdaq. Huge declines for some of the biggest names in tech have compounded through the week, pushing the index deep into the red. Let's start with Amazon.
每股收益和营收双双不及预期，盖过了AWS五年来最快增速的风头。股价正在扩大盘后跌幅，盘前下跌超过7%。
A double miss on both EPS and revenue overshadowed the fastest growth for AWS in five years. Shares are deepening their after-hours losses, trading down over 7% premarket.
股东观点：Blue Line Capital的Bill Baruch对《收盘钟声》表示，亚马逊的资本支出是房间里的大象，但该股仍有大量技术面支撑。
Shareholder view: Blue Line Capital's Bill Baruch told "Closing Bell" that Amazon's capex is the elephant in the room, but that the stock still has a lot of technical support.
更多警示信号：Maxim Group的Tom Forte警告称，消费者面临的严峻宏观环境是亚马逊进入第四季度的一个负面指标。英特尔对投资者的冲击更大。
More warning signs: Maxim Group's Tom Forte warned the challenging macro environment for consumers is a negative indicator for Amazon going into the fourth quarter. Intel was an even bigger shock to investors.
该芯片制造商发布疲软的第四季度指引、并警告PC市场将持续疲软后，股价在盘前交易中暴跌25%。
Shares are plunging 25% in premarket trading after the chipmaker issued weaker guidance for the fourth quarter, warning of continued softness in the PC market.
高管观点：英特尔首席财务官David Zisner表示，“我们看到PC放缓至少将持续到明年上半年。”背景：英特尔股价此前一路攀升，在发布财报前今年迄今上涨约150%，但由于市场对人工智能建设规模的担忧日益加剧，10月已下跌约23%。加密货币。
The executive view: Intel CFO David Zisner said "we see the PC slowdown continuing at least through the first half of next year." The backdrop: Intel's stock has been on an upward tear, up about 150% so far this year prior to the earnings report, although it's down roughly 23% in October over growing concern over the size of the artificial intelligence buildout. Crypto .
凌晨时分，全球最大的加密货币交易所披露，一起安全事件影响了63亿美元的资产。以下是目前已知的情况：币安联合首席执行官理查德·滕在X.com上表示，初步调查显示，一名DevOps工程师的笔记本电脑被入侵是此次黑客攻击的来源。
In the early hours, the world's largest crypto exchange revealed that a security incident had impacted $6.3 billion in assets. Here is what we know so far: Co-CEO Richard Teng took to X.com to say an initial investigation suggests a compromised DevOps engineer's laptop is the source of the hack.
他还承诺：“你的资金是安全的，我们会承担所有损失。”他没有将责任归咎于任何个人。
He also promised, "your money is safe, and we're covering every loss." He did not attribute responsibility to any individual.
币安冻结了30亿美元，Circle冻结了8亿美元，Tether冻结了15.6亿美元，均与此次黑客攻击有关。我们尚不清楚的是：外界普遍猜测这是一次国家支持的黑客攻击，矛头已指向朝鲜。2025年，联邦调查局认定朝鲜应对ByBit的15亿美元盗窃案负责，那是迄今为止最大的加密货币黑客攻击——直到现在。
Binance has frozen $3 billion, Circle froze $800 million and Tether froze $1.56 billion related to the hack. What we don't know: There is widespread speculation that this is a state-backed hack, with fingers already pointing to North Korea. In 2025, the FBI determined that North Korea was responsible for the $1.5 billion heist on ByBit, which was the largest crypto hack - until now.
CNBC的阿琼·哈尔帕尔报道称，黑客一直在测试币安的代码，演练盗窃行动，然后抓住时机下手。
CNBC's Arjun Kharpal reported that hackers have been testing Binance code, rehearsing a heist and then seizing their moment.
由于对此次入侵事件的担忧，比特币跌破7.8万美元，币安冻结了30亿美元资产，Circle冻结了8亿美元，Tether冻结了15.6亿美元，均与此次黑客攻击有关。
Bitcoin fell below $78,000 on concerns over the breach, with Binance freezing $3 billion in assets, while Circle froze $800 million and Tether froze $1.56 billion related to the hack.
分析：Ark Invest的弗兰克·唐宁隔夜对CNBC表示，监管机构应避免条件反射式地收紧加密货币政策，而Franklin Crypto的克里斯·珀金斯表示，调查需要聚焦于犯罪者，而非黑客攻击的受害者。
Analysis: Ark Invest's Frank Downing told CNBC overnight that regulators should avoid a knee-jerk reaction to make crypto policy more restrictive, while Franklin Crypto's Chris Perkins said the investigation needed to focus on the offenders, not the victims of the hack.
大幅波动：大盘股，大波动 盘前出现了一些巨大的波动，部分超大盘股跌幅达到两位数。英特尔领跌，盘前早段交易中下跌超过25%。
Big movers: Big cap, big move There are some huge premarket movers, with double-digit declines for some mega-cap stocks. Intel is leading those declines, down over 25% in early premarket trading.
Reddit也下跌超过20%，此前其首席执行官警告称，第四季度每日独立访客总数可能下降两位数。亚马逊仍承压，盘前交易中下跌超过7%。
Reddit is also falling over 20% after the CEO warned that total daily unique visitors could fall by a double-digit amount in the fourth quarter. Amazon is still under pressure, losing over 7% in premarket trading.
Alphabet股价持平，此前在周四的交易时段中下跌超过12%。
Alphabet shares are flat after losing over 12% during Thursday's trading session.
分析：Raymond James的马特·奥顿周五早些时候对CNBC表示，这不是科技行业的清算时刻，投资者应将这些下跌时刻视为买入机会。与此同时，与币安黑客事件相关的抛售也很严重。
Analysis: Matt Orton from Raymond James told CNBC early Friday that this isn't a moment of reckoning for the tech sector, and that investors should use these moments of downside as a buying opportunity. Meanwhile, there is also heavy selling related to the Binance hack.
Circle股价早盘下跌超过5%，Proshares比特币策略ETF和iShares比特币信托也同样下跌。
Circle shares are lower by over 5% in early trading, while the Proshares Bitcoin Strategy ETF and iShares Bitcoin Trust are also lower.
今日财报：寻找能源板块 对能源股来说是重要的一天，埃克森美孚和雪佛龙都将发布财报。
Earnings today: Finding the energy It's a big day for energy stocks, with both ExxonMobil and Chevron reporting earnings.
雪佛龙凭借稳健的下游业务表现超出第三季度预期，推动股价在盘前上涨。
Chevron has topped third-quarter forecasts on solid downstream performance, sending shares higher in premarket.
评级：威廉·布莱尔给予雪佛龙“跑赢大盘”的首次评级，称该集团“构建了差异化的上游和下游投资组合，再加上可观的现金利润率，使其盈利持续创下纪录”。独家：收看《华尔街直播室》，听首席执行官迈克·沃斯谈能源系统为何仍然脆弱。
Rating: William Blair is initiating Chevron as 'outperform', saying the group has "assembled a differentiated upstream and downstream portfolio, which, when combined with notable cash margins, results in continued record earnings." Exclusive: Join "Squawk on the Street" to hear CEO Mike Wirth on how energy systems remain vulnerable.
据预测，埃克森美孚每股收益将跃升112%，此前首席执行官达伦·伍兹表示：“第二季度受到冲击的影响，但以执行力为标志。”克拉默的观点：吉姆一直说雪佛龙比埃克森美孚更有优势，并指出海上作业能力是其特别强项。最后……特朗普和万斯在中期选举竞选最后阶段取消原定露面 总统唐纳德·特朗普和副总统JD·万斯取消了在三个州的数场原定露面，此时正值中期选举竞选最后几天，共和党可能在此次选举中失去对国会的控制。
ExxonMobil is forecast to log a 112% jump in EPS, after CEO Darren Woods said, "The second quarter was shaped by disruption, but defined by execution." Cramer's take: Jim has been saying that Chevron has the edge over ExxonMobil, flagging the offshore capabilities as a particular strength. And Finally... Trump, Vance scrap planned appearances in final stretch of midterm campaign President Donald Trump and Vice President JD Vance canceled several planned appearances across three states, in the final days of a midterm campaign that could see Republicans lose control of Congress.
特朗普取消了周末在堪萨斯州和艾奥瓦州的两场集会，转而将举行一系列电话集会，通过电话向选民发表讲话。共和党全国委员会表示，总统将在周二选举前的“72小时冲刺”中覆盖至少19个州。
Trump canceled two weekend rallies in Kansas and Iowa and will instead hold a flurry of tele-rallies, addressing voters by phone. The Republican National Committee said the president would reach at least 19 states in a "72-hour sprint" before Tuesday's elections.
被取消的行程是中期选举密集竞选活动的一部分，特朗普曾表示他将前往35个地点以提振共和党投票率。他原定于周六在堪萨斯州、周日在于艾奥瓦州露面。约翰·梅洛伊编辑了本期内容。
The canceled stops were part of a midterm blitz in which Trump said he would travel to 35 locations to boost Republican turnout. He had been scheduled to appear in Kansas on Saturday and Iowa on Sunday. John Melloy edited this edition.