安库尔·班纳吉：展望欧洲和全球市场的一天油价下跌助推风险偏好回升，推动股市上涨，投资者无视围绕人工智能风向标英伟达及其首席执行官黄仁勋的争议，尽管人工智能公司Anthropic的首次公开募股（IPO）申请出现乌龙，可能很快会扭转市场情绪。
A look at the day ahead in European and global markets from Ankur Banerjee A drop in oil prices has helped perk up risk appetite, sending stocks higher as investors shrug off the controversy around AI bellwether Nvidia and its CEO Jensen Huang, although a botched IPO filing from Anthropic may soon sour the mood.
据路透社看到的电子邮件显示，Anthropic这笔大额IPO的细节，包括该人工智能公司计划募集近700亿美元资金，周一晚间曾短暂向银行传阅，随后被撤回。市场目前平静消化该消息，对更广泛市场影响甚微。
Details of Anthropic’s blockbuster IPO, including plans by the AI company to raise nearly $70 billion, were briefly circulated to banks before being retracted late on Monday, according to emails seen by Reuters. Markets have so far taken the news in stride with little impact on broader markets.
Anthropic旗下拥有Claude模型，其IPO能否成功被视为人工智能繁荣能否延续的关键。此前民主党在美国中期选举中大获全胜，引发市场担忧新监管可能冲击债务驱动的人工智能交易的持久性。
A successful IPO for Claude-owner Anthropic is seen as critical for an AI boom already rattled by the Democrats' sweeping victory in the US midterm elections that has fed concerns that new regulations could dent the durability of the debt-fuelled AI trade. Anthropic is expected to formally launch the roadshow later on Tuesday, with pricing expected in the following week.
预计Anthropic将于周二晚些时候正式启动路演，定价预计在下周进行。
US President Donald Trump said the FBI was looking into Nvidia CEO Huang's affair with a Chinese businesswoman alleged to be a spy for Beijing.
美国总统特朗普表示，联邦调查局（FBI）正在调查英伟达首席执行官黄仁勋与一名被指为北京间谍的中国女商人的私情。在英伟达董事会启动内部调查、核查黄仁勋是否成为外国情报机构攻击目标后，这家全球市值第二大公司的股价周一收盘下跌4%。
Shares of the world's second-most-valued company closed down 4% on Monday after its board launched an internal investigation into whether Huang had been targeted by a foreign intelligence effort. The rest of the market, though, took cues from sliding oil prices as Trump indicated he may not attack Iran "at this point".
不过，市场其余板块从下滑的油价中获取信号，因特朗普表示他“此时”可能不会攻击伊朗。亚洲股票（.MIAP00000PUS）有望迎来三个月来最大的两日涨幅，此前上周经历惨烈抛售；布伦特原油期货徘徊在10周低点附近，最新下跌1%，报每桶91.45美元。
Asian stocks (.MIAP00000PUS) are set for their biggest two-day surge in three months after a brutal rout last week, while Brent crude futures loitered near 10-week lows and were last down 1% at $91.45 a barrel. Beyond the AI world, investor attention will be on US inflation data later in the day, which is likely to show inflation remaining stubbornly high, leaving the Federal Reserve on course to raise interest rates next month.
除了人工智能领域，投资者的关注点将集中在当天晚些时候公布的美国通胀数据上，预计数据将显示通胀依然顽固地居高不下，使美联储有望在下个月加息。路透社对经济学家的调查预测，消费者价格指数（CPI）上月可能上涨0.3%，此前9月加速上涨了0.6%。
The CPI likely increased 0.3% last month after accelerating by 0.6% in September, a Reuters survey of economists predicted. Traders are pricing in an 84% chance of a rate hike next month versus 74% a week earlier, the CME FedWatch tool showed, after a blowout October jobs report on Friday.
芝加哥商品交易所（CME）“美联储观察”工具显示，在周五公布的10月就业报告大超预期后，交易员预计下个月加息的概率为84%，一周前为74%。周二可能影响市场的关键事件：沃达丰财报、法国第三季度失业率、美国通胀
Key developments that could influence markets on Tuesday: Earnings from Vodafone, French unemployment rate for Q3, US inflation