你好，我是 Leonie Kidd，欢迎收看今日的《Morning Squawk》。投资者今天需要分散关注点。
Hello, this is Leonie Kidd with today's edition of Morning Squawk. Investors will need to divide their attention today.
一方面，苹果公司将给科技板块带来压力，其令人失望的利润率预期盖过了扎实的财报业绩。
On the one hand, Apple will put pressure on the tech sector, after its disappointing margin forecast overshadowed a solid set of earnings.
但石油交易也在升温，隔夜交易中原油价格涨幅扩大，此前伊朗的格什姆岛遭遇突袭。当然，今天还是美国中期选举投票日！
But the oil trade is also heating up, with crude prices accelerating gains through overnight trade, following a surprise attack on Iran's Qeshm Island. And, of course, it's midterm day!
正在发生：进入回调区域 对 AI 股的担忧正蔓延至亚洲交易时段，科技股占比较高的韩国和台湾市场均大幅下跌，欧洲芯片股全线下挫。周一纳斯达克 100 指数收盘进入回调区域，较 10 月 6 日的历史高点下跌逾 10%。
Happening now: Correction territory The nerves around AI stocks are rippling into Asian trade, with the tech-heavy South Korean and Taiwanese markets both trading sharply lower, and chip stocks down across Europe. The Nasdaq-100 closed in correction territory on Monday, more than 10% below its Oct. 6 record high.
期货持平，但随着石油市场动作频频、中期选举投票进行中，本交易日注定又是难以预测的一场。
Futures are flat, but with more action in the oil markets and midterm voting underway, it's set to be another unpredictable session.
分析：Futurum Group 的 Daniel Newman 告诉 CNBC，AI 交易的下一阶段不取决于财报，他说：“停火协议这个月对 AI 交易的提振，可能胜过任何财报数据。油价下跌减轻了 12 月加息的压力，并降低了所有建设数据中心者的资本成本。”
Analysis: Futurum Group's Daniel Newman told CNBC that the next leg of the AI trade is not earnings-dependent, saying, "A ceasefire could do more for the AI trade this month than any earnings print. Lower oil takes pressure off a December hike and cuts the cost of capital for everyone building data centers."
即将推出：《Squawk Box》将连线 Pershing Square 首席执行官 Bill Ackman，听取他对市场走势的看法，此前他表示地缘政治和通胀正阻碍“繁荣的市场环境”。
Coming up: Squawk Box will speak to Pershing Square CEO Bill Ackman for his take on the market moves, after saying geopolitics and inflation are holding back a "booming market environment."
大幅波动股：苹果遭咬一口 苹果股价在盘前交易中承压，尽管营收好于预期，但令人失望的利润率预期抵消了这一利好。以下是核心数据：每股收益：2.10 美元，预期 1.99 美元 营收：1144.8 亿美元，预期 1133.9 亿美元 尽管各产品线表现强劲，但这家 iPhone 制造商预测毛利率为 45%-46%，因苹果正面临全球内存芯片短缺。
Big Movers: A bite out of Apple Shares in Apple are under pressure in premarket trading, after better-than-expected revenues failed to offset a disappointing margin forecast. Here are the topline numbers: EPS: $2.10 vs $1.99 expected Revenue: $114.48 bn vs $113.39 expected Despite the strong performance across its product lines, the iPhone maker is predicting a gross margin of 45-46% as Apple reckons with the global memory chip crunch.
为何重要：据 CNBC 的 Robert Hum 称，上一次苹果给出这一水平的指引还是将近四年前。
Why it matters: The last time Apple guided at this level was almost four years ago, according to CNBC's Robert Hum.
特纳斯对CNBC表示：新任首席执行官约翰·特纳斯在财报电话会议上告诉CNBC的麦肯齐·西加洛斯：“我认为此时此刻，凭借我们所取得的一切成就，感觉我们从未像现在这样自信，最好的时刻还在后头。” 目标价：摩根士丹利将苹果目标价从355美元下调至350美元，而摩根大通将其目标价从360美元下调至355美元。
Ternus to CNBC: New CEO John Ternus told CNBC's MacKenzie Sigalos on the earnings call, "I think at this point, with everything we've achieved, it just feels like we've never been more confident that the best is yet to come." Targets: Morgan Stanley has cut its price target on Apple to $350 from $355, while JPMorgan has reduced its target to $355 from $360.
事态发展：伊朗宣称已准备好对美军袭击“强力回应”，此前据报道美军在夜间对格什姆岛发动了袭击。
Developing: A surprise strike Iran has claimed it is ready to respond "forcefully" to U.S. strikes, after the American military reportedly launched an attack on Qeshm Island overnight.
一名美国官员告诉《华尔街日报》，华盛顿近几周一直在对伊朗实施“有限打击”。报道援引一名不具名官员的话称，针对伊朗的军事行动刻意保持低调，以免释放出任何意图大幅升级战事的信号。
A U.S. official told The Wall Street Journal that Washington has been carrying out "limited strikes" against the country in recent weeks. The military campaign against Iran has been kept quiet on purpose so as not to signal any intention of major combat escalation, the report said, quoting an unnamed official.
背景：特朗普政府在中期选举前一直在淡化爆发实质性冲突的预期，而副总统JD·万斯告诉CNN，他对“可能达成谈判解决的前景”充满信心。 重要性：受事态发展影响，油价正在上涨，从周一的大幅抛售中反弹。
The backdrop: The Trump administration has been minimizing expectations of active conflict ahead of the midterm vote, while Vice President JD Vance told CNN he is confident about "the prospect of potentially coming to a negotiated settlement." Why it matters: Oil prices are climbing on the developments, rebounding from a significant sell-off on Monday.
选举经济：投票日 中期选举投票日来临，CNBC一直在分析选举结果可能如何影响股市。
The Election Economy: Voting day The midterm election is here, and CNBC has been analysing how the result could affect stocks.
CNBC的卢克·方顿深入探讨了选举如何可能重塑那些高度依赖华盛顿政策的公司的前景，特别是国防、医疗、加密货币和人工智能领域的公司。
CNBC's Luke Fountain has taken an in-depth look at how the election could reshape the outlook for certain companies heavily exposed to Washington, in particular defense, healthcare, crypto and AI.
重要性：历史上，股市在分裂政府（指国会两院由不同党派控制）下表现良好。
Why it matters: Historically, stocks have performed well under a divided government.
波动性：CNBC的埃蒙·贾弗斯将调查在民粹主义风格措施上可能出现的一些令人惊讶的合作领域。
Volatility: CNBC's Eamon Javers will investigate how there could be some surprising areas of cooperation on populist-style measures.
隔夜：跟随CNBC的梅根·卡塞拉深入关注众议院和参议院中那些胜负难料的竞选席位。
Overnight: Follow CNBC's Megan Cassella as she dives into the toss-up races to watch in both the House and the Senate.
实时博客：关注CNBC的实时博客获取所有最新进展，博客将于美东时间中午12点开始。请点此查看。最后……朝鲜否认与币安黑客攻击有关，研究人员追踪被盗数十亿美元资金流向据官方媒体报道，朝鲜否认了将平壤与估计价值63亿美元的币安黑客攻击联系起来的指控，称该指控是“严重的政治挑衅”。
Live blog: Follow all the latest developments with CNBC's live blog, which kicks off at 12pm ET. Find that here. And Finally... North Korea denies links to Binance hack as researchers trace stolen billions North Korea rejected allegations linking Pyongyang to the estimated $6.3 billion Binance hack, calling the accusation a "grave political provocation," according to state media.
据韩联社周二援引朝鲜官方朝中社报道，朝鲜领导人金正恩的妹妹金与正谴责联邦调查局（FBI）将此次攻击归咎于与朝鲜有关的黑客组织“TraderTraitor”。
Kim Yo Jong, sister of North Korean leader Kim Jong Un, denounced the FBI's attribution of the attack to North Korea-linked hacking group TraderTraitor, Yohnap reported Tuesday, citing the state-run Korean Central News Agency.
包括Elliptic和Chainalysis在内的区块链分析公司也将此次攻击及随后被盗资金的流动与与朝鲜有关的行为体联系起来。
Blockchain analytics firms including Elliptic and Chainalysis have also linked the attack and subsequent movement of the stolen funds to North Korea-linked actors.
本期编辑：John Melloy和Jack Sommers。
John Melloy and Jack Sommers edited this edition.