五大看点:黄仁勋离任,Anthropic上市 伦敦,11月13日 —— 从英伟达首席执行官黄仁勋突然辞职的余波,到Anthropic即将上市,科技板块继续主导金融市场走向。
Take five: Huang's exit, Anthropic's entrance LONDON, Nov 13 - From the fallout of Nvidia chief Jensen Huang's sudden resignation to Anthropic's upcoming listing, tech remains in the driving seat for financial markets.
美国总统特朗普与中国国家主席习近平定于在深圳会晤,而英国/欧盟峰会或将开启脱欧后关系的新篇章。
US President Donald Trump and Chinese President Xi Jinping are scheduled to meet in Shenzhen, while a UK/EU summit could herald a new chapter in post-Brexit relations.
以下是您需要了解的本周市场前瞻,由纽约的Lewis Krauskopf、东京的Rocky Swift,以及伦敦的Karin Strohecker、Sophie Kiderlin和Marc Jones撰写。
Here's all you need to know about the week ahead in markets by Lewis Krauskopf in New York, Rocky Swift in Tokyo, and Karin Strohecker, Sophie Kiderlin and Marc Jones in London.
1/ 接连考验 摇摇欲坠的AI交易面临两大关键考验:备受瞩目的Anthropic首次公开募股(IPO),以及半导体巨头英伟达的季度财报,该公司长期掌舵者已突然辞职。
1/ ONE TEST AFTER ANOTHER Two critical tests confront the rickety AI trade: the highly anticipated IPO of Anthropic, and quarterly results from semiconductor giant Nvidia, whose longtime CEO has abruptly resigned.
Anthropic的IPO估值最高可达1.4万亿美元,股票预计将于周四在纳斯达克开始交易。
Anthropic's IPO is set to value the Claude chatbot creator at up to $1.4 trillion, and shares are expected to start trading on the Nasdaq on Thursday.
其表现将为AI交易的市场情绪提供实时晴雨表,近几周该板块因对巨额投资支出可持续性的疑虑而剧烈波动。
Their performance will offer a real-time barometer of sentiment for the AI trade, which has seen huge swings in recent weeks over doubts about the sustainability of massive investment spending.
随着英伟达的黄仁勋卸任,AI交易的信心遭受另一打击,这家AI风向标在失去一位或许是AI行业最杰出倡导者的领导者后,正忙于应对。
Confidence in the AI trade took another blow as Nvidia's Huang stepped down, leaving the AI bellwether scrambling after the departure of a leader who has been perhaps the preeminent champion of the AI industry.
英伟达与AI生态系统内众多公司关系紧密,其周二发布的财报可能产生广泛连锁反应,给新任临时首席执行官Colette Kress带来压力。
Nvidia's ties to companies throughout the AI ecosystem mean its report on Tuesday could ripple broadly, putting pressure on new interim CEO Colette Kress.
2/ 巅峰对决 特朗普与习近平预计将于11月18日至19日在深圳举行的亚太经合组织(APEC)会议期间会晤,这将是他们今年第三次面对面会面。谈判议题不胜枚举。
2/ SHOWDOWN Trump and Xi should meet on the sidelines of the APEC conference in Shenzhen on November 18-19 in what would be their third face-to-face gathering this year. There's no shortage of topics for conversation.
民主党在中期选举中获胜可能增强北京在贸易谈判中的筹码,并可能促使民主党施压特朗普解冻对台军售套餐。
The Democrats' midterm election win may strengthen Beijing's hand in trade talks and could lead the Democrats to press Trump to unfreeze an arms package for Taiwan.
特朗普表示,他想谈论结束伊朗战争,可能会拉上俄罗斯总统普京,因此乌克兰冲突也可能被列入议程。
Trump says he wants to talk about ending the Iran war, potentially roping in Russian President Vladimir Putin, so the Ukraine conflict may be on the docket too.
财政部长斯科特·贝森特表示,领导人将推进新的人工智能风险对话。
Treasury Secretary Scott Bessent said the leaders would advance a new AI risk dialogue.
但这触及了一个棘手的问题,即英伟达黄仁勋以及向一所已被列入美国黑名单的中国军方关联大学出售强大的英伟达人工智能芯片。3/ 喘息,还是趋势?
But that brings up the touchy subject of Nvidia's Huang and sales of powerful Nvidia AI chips to a Chinese army-linked university already on a US blacklist. 3/ REPRIEVE, OR TREND?
中东外交预期的转变和美国需求的放缓推低了油价,但过程颇为波折。
Shifting expectations for Middle East diplomacy and easing demand in the US have pushed down oil prices, but it has been a choppy ride.
原油价格延续前一周两位数的跌幅,近日触及两个月低点,徘徊在每桶90美元左右。这让政策制定者和家庭看到了缓解通胀压力的可能性,因为北半球大部分地区正为即将到来的寒冷冬季做准备。
Crude prices, extending the previous week's double-digit decline, have hit two-month lows around the $90 per barrel mark in recent days. That's raised the possibility of some relief on inflation pressures for policymakers and households as much of the northern hemisphere braces for cold winter spells ahead.
欧佩克+10月原油产量激增,主要得益于沙特阿拉伯增产,以及预计经霍尔木兹海峡的原油运输量将大幅回升,这可能使全球原油市场倾向于供过于求。
OPEC+ crude oil production jumped in October, led by an increase in output from Saudi Arabia, and a sharp recovery in flows through the Strait of Hormuz is expected to potentially tip the global crude market toward oversupply.
但也门伊朗支持的胡塞武装近期袭击沙特阿拉伯基础设施、频繁袭击从海湾运出原油的油轮,以及俄罗斯持续的生产中断,提醒人们新的中断可能迅速重燃价格上涨压力。
But recent strikes on Saudi Arabian infrastructure by Yemen's Iran-backed Houthis, frequent attacks on tankers shipping crude out of the Gulf and ongoing disruptions in Russia are a reminder that fresh disruption could quickly reignite price pressures.
4/ 关系升温 欧洲天气转冷,或许是英国和欧盟重修旧好的时候了?
4/ GETTING COZY It's getting colder in Europe, so perhaps it's a good time for the UK and EU to get cozy again?
领导人将于周五在布鲁塞尔举行峰会,深化脱欧后关系是议程首位。
Leaders meet in Brussels for a summit on Friday, and deeper post-Brexit ties are top of the agenda.
英国首相安迪·伯纳姆甚至提出了重新加入欧盟的想法,他表示将推动达成改善贸易关系的协议。财政大臣约翰·希利也表示,将在峰会上寻求更紧密的合作。
British Prime Minister Andy Burnham, who has even raised the idea of rejoining the bloc, says he will push for a deal that improves trade relations. Finance minister John Healey also says closer cooperation would be pursued at the summit.
英国领导人似乎热衷于讨论从食品标准到自由流动的任何议题,欧洲领导人似乎持欢迎态度。
UK leaders seem keen to discuss anything from food standards to free movement, and European leaders appear welcoming.
关注英镑。按英国主要贸易伙伴的货币衡量,英镑目前所处的水平与2016年英国脱欧公投前相近,若出现更深入和解的迹象,英镑可能进一步上涨。包括通胀数据在内的英国数据也将在下周公布。
Watch sterling. Measured against the currencies of Britain's major trading partners, it is at a similar level to where it was before 2016's Brexit vote and could rise further on signs of a deeper rapprochement. UK data including inflation figures are also due next week.
5/ 犯罪题材很赚钱 “啊,又来了”——已经过去13年,但《侠盗猎车手6》将于周四发售,围绕这款无可争议的文化现象之作的期待之情显而易见。
5/ CRIME PAYS "Ah sh*t, here we go again" - It's been 13 years but Grand Theft Auto VI drops on Thursday and the anticipation around what is undeniably a cultural phenomenon is palpable.
故事重回罪恶都市,传闻预算为10亿至15亿美元——与世界最高建筑哈利法塔据报道的造价相差不远——这款游戏势将成为有史以来制作成本最高的娱乐作品,无论何种类型。
Back in Vice City and with a rumoured budget of $1 billion-$1.5 billion - not far off what the world's tallest building, the Burj Khalifa, reportedly cost - the game is set to be the most expensive piece of entertainment of any kind ever made.
而且理由充分:GTA的吸金能力令人瞠目。GTA V创造了100亿美元收入,一些行业分析师称,周四推出的新作仅首周销售额就可能超过50亿美元。
And for good reason: GTA is mind-blowingly lucrative. GTA V made $10 billion of revenue and Thursday's new instalment could make over $5 billion in sales in its first week alone, some industry analysts say.
新作恰逢关键的假日季,也将为PlayStation和Xbox的制造商索尼和微软带来巨大提振,但对任天堂则不然——备受好评的《塞尔达传说:时之笛》重制版刚刚发售。
Coming right in time for the key holiday season, it will also be a huge boost for PlayStation and Xbox makers Sony and Microsoft, but not for Nintendo, whose critically acclaimed Zelda: Ocarina of Time remake has just been released.