你好，我是 Leonie Kidd，欢迎收看今天的《早间快讯》。对英伟达而言，本周四无消息并非好消息。
Hello, this is Leonie Kidd with today's edition of Morning Squawk. No news is not good news for Nvidia this Thursday.
随着投资者等待一场危机董事会会议的结果，该公司股价再度承压……正在发生：悬而未决 英伟达董事会于隔夜召开会议，决定是否罢免首席执行官黄仁勋。迄今为止，谈判尚未公布结果。投资者如坐针毡，盘前交易中股价下跌约 5%。以下是最新事态发展：第二桃色丑闻：《纽约时报》报道，黄仁勋与英伟达医疗保健副总裁金伯利·鲍威尔存在另一段婚外情。
The shares are back under pressure as investors await the outcome of a crisis board meeting... Happening now: Hanging in the balance Nvidia's board met overnight to decide whether to oust CEO Jensen Huang. So far, no outcome has been announced from those talks. Investors are on tenterhooks, with shares sinking around 5% in premarket trading. Here are some of the latest developments: Second affair: The New York Times reported that Huang had another extramarital affair with Nvidia's Vice President of Healthcare, Kimberly Powell.
文件保存：马萨诸塞州参议员伊丽莎白·沃伦（民主党）的办公室已要求特朗普政府保存所有与英伟达向中国出口先进 AI 芯片相关的文件。
Document preservation: The office of Sen. Elizabeth Warren, (D) Massachusetts, has asked the Trump administration to preserve all documents related to Nvidia's exports of advanced AI chips to China.
马斯克评论：埃隆·马斯克表示，聘用黄仁勋将是“一种荣幸”，这是针对一条鼓励他这样做的 X 帖子作出的回应。市场压力与日俱增，多位分析师对该股转为更加看跌：伯恩斯坦：将目标价从 400 美元大幅下调至 200 美元，评级下调至“跟随大盘”。
Musk's comment: Elon Musk has said it would be "an honor" to hire Jensen Huang, in response to an X post encouraging him to do so. The market pressure is building, with several analysts turning more bearish on the stock: Bernstein: slashes price target to $200 from $400, cuts to market-perform.
Yorkville Ives：有黄仁勋担任 CEO 的英伟达每股价值 300 美元，没有则为 225 美元。
Yorkville Ives: Nvidia with Jensen as CEO is $300 per share, without is $225.
贝德：将目标价从 500 美元下调至 200 美元，下调评级至“中性”。摩根士丹利：将该股从“首选股”名单中移除。
Baird: cut price target to $200 from $500, downgrading to neutral. Morgan Stanley: removes stock from "Top Pick" list.
富国银行：将目标价从 315 美元下调至 300 美元，维持“增持”评级。
Wells Fargo: cut to $300 from $315, maintain at overweight.
花旗：将目标价从 315 美元下调至 285 美元，维持“买入”评级。政治压力也在升级：即将播出：“Squawk Box”将连线北达科他州参议员凯文·克拉默（共和党），他已呼吁黄仁勋辞职。请于美东时间上午 7:30 收看该访谈。
Citi: $285 from $315, maintain buy rating. Political pressure is also building: Coming up: "Squawk Box" will speak to Sen. Kevin Cramer, (R) North Dakota, who has called on Jensen Huang to resign. Catch that interview at 730 a.m. ET.
大盘异动：Neoclouds 在望 纳斯达克期货承压，表现弱于道指和标普 500 指数。英伟达拖累科技板块，但 AMD 和博通在早盘交易中上涨。
Big Movers: Neoclouds on the horizon Nasdaq futures are under pressure, underperforming the Dow and S&P. Nvidia is dragging on the technology sector, but AMD and Broadcom are gaining in early trade.
投资者或许正期待 Nebius 出现“CoreWeave 效应”，此前这家新型云计算公司周三盘中大涨逾 24%，支撑了纳斯达克指数。
Investors may be hoping for a CoreWeave effect from Nebius, after the former neocloud firm jumped over 24% during Wednesday's session, supporting the Nasdaq.
新型云计算股在盘前交易中走高，但 CoreWeave 回吐涨幅，下跌 7%，此前一天曾录得巨额涨幅。
Neocloud shares are higher in premarket trading, but CoreWeave is pulling back, down 7% after those huge gains yesterday.
分析：CNBC 的 Jason Gewirtz 将 Nebius 形容为一只“战场股”，即便经历了周三的反弹，其股价仍较 6 月高点下跌 50%。该公司财报将于美股开盘前发布。
Analysis: CNBC's Jason Gewirtz describes Nebius as a battleground stock, currently down 50% from its June highs even after Wednesday's rally. Earnings break before the bell this morning.
板块观察：奢侈品牌 Burberry 王者归来。这家英国奢侈品零售商以股价上涨 6% 领涨伦敦市场。
Sectornomics: Lap of luxury Burberry is back. The luxury British retailer is topping the London market with a 6% jump in the share price.
此前 Burberry 第二季度销售额超预期，显示其转型战略正加速见效。
This is after Burberry sales surprised to the upside in the second quarter, as the group's turnaround gathers pace.
重要性：Burberry 于 2025 年重返富时 100 指数，此前曾跌出伦敦基准指数。其战略改革有助于维持蓝筹股地位。
Why it matters: Burberry returned to the FTSE 100 in 2025 after dropping out of London's main index. Its strategy overhaul has helped maintain its blue-chip status.
中国回暖：Burberry 提到尽管环境充满挑战，中国市场表现强劲，这可能利好其奢侈品同行。
China comeback: Burberry cited strength in China despite the challenging environment, which could support its luxury peers.
CNBC 将带来更多美妆领域内容，独家专访雅诗兰黛首席执行官 Stéphane de la Faverie，她将做客《Squawk on the Street》。
CNBC will have more from the beauty space with an exclusive interview with Estée Lauder CEO Stéphane de la Faverie, who joins "Squawk on the Street."
中期选举：密西西比州变蓝 据美联社周三晚间报道，民主党人 Scott Colom 在密西西比州联邦参议员选举中击败共和党现任参议员 Cindy Hyde-Smith。他成为内战后重建时期以来密西西比州首位黑人参议员。
Midterms: Mississippi turns blue Democrat Scott Colom has won the U.S. Senate race in Mississippi over Republican incumbent Sen. Cindy Hyde-Smith, the Associated Press reported on Wednesday evening. He becomes the first Black senator from Mississippi since the post-Civil War Reconstruction Era.
参议院：民主党目前在参议院拥有至少 55 个席位的多数优势，已从共和党手中翻转至少八个席位。
Senate: Democrats now have a majority of at least 55 seats in the Senate, having flipped at least eight seats from Republicans.
数据中心视角：Colom 承诺将推动暂停新建数据中心，直到相关公司同意自行承担电力和水资源费用。最后……全球超级富豪加大另类投资配置全球最富有的投资者正越来越多地将目光投向股票和债券之外，将资金投入对冲基金、私募股权和基础设施资产，因为市场波动和对顽固通胀的担忧推动了分散投资的需求。
Data center view: Colom has pledged to push for a pause on new data center construction until the companies agree to pay for their own power and water. And Finally... The world's super-rich are piling into alternative investments The world's wealthiest investors are increasingly looking beyond stocks and bonds, pouring money into hedge funds, private equity and infrastructure assets, as market volatility and fears about stubborn inflation spur diversification.
业内人士表示，从亚洲亿万富翁到全球家族办公室，另类投资正成为曾由传统资产主导的投资组合中占比更大的一部分。本期编辑：Jack Sommers。
From Asian billionaires to global family offices, alternative investments are becoming a bigger part of portfolios once dominated by traditional assets, industry watchers said. Jack Sommers edited this edition.