大家好，我是发自新加坡的林慧婕，替班莱昂妮·基德。欢迎收看新一期的CNBC每日开盘节目。
Hello, this is Hui Jie writing from Singapore, filling in for Leonie Kidd. Welcome to another edition of CNBC's Daily Open.
美国联邦储备委员会主席凯文·沃什在央行10月会议前的最后一次公开露面中，几乎没有向市场透露任何线索。然而，最新通胀数据可能已经替他表态了。
Federal Reserve Chairman Kevin Warsh offered markets few clues in his final public appearance before the central bank's October meeting. The latest inflation data, however, may have spoken for him.
与此同时，随着投资者将注意力从人工智能技术的功能转向谁来买单，人工智能概念股在周四遭遇沉重打击。
Meanwhile, the AI trade had a rough Thursday as investors shifted their attention from what the technology can do to who will pay for it.
债务出现困境迹象的CoreWeave，已成为该行业最新的前车之鉴。
CoreWeave, whose debt is showing signs of distress, has become the sector's latest cautionary tale.
您今日需要了解的信息 在美联储10月会议前的最后一次公开露面中，主席凯文·沃什没有透露央行下一步走向的任何信号，称他不会“预判会议”。沃什表示：“我不相信现在就说出我可能会在我们今年剩下的会议上做的事情。”
What you need to know today In his last public appearance before the Federal Reserve's October meeting, chairman Kevin Warsh gave no signals about where the central bank could go, saying he does not "prejudge meetings." "I don't believe in saying now what I might do at the meetings that we have in the balance of this year," Warsh said.
沃什周五在曼谷对国际货币基金组织总裁克里斯塔利娜·格奥尔基耶娃发表讲话时表示，他观察到“全球大部分地区的货币政策都在同步收紧”，这意味着在全球抗击物价上涨的斗争中没有“搭便车”者。
Speaking to the International Monetary Fund's managing director, Kristalina Georgieva, in Bangkok on Friday, Warsh said he observed a "synchronous tightening in monetary policy in most places around the world," which meant there were no "free riders" in the global fight against price increases.
但经济数据或许能提供线索。美国9月生产者价格指数较上年同期上涨6.3%，高于5.5%的预测值。
But economic data may provide a clue. U.S. producer prices rose 6.3% in September from a year earlier, hotter than the 5.5% forecast.
本周早些时候，消费者通胀率也高于9月的预期，较上年同期升至3.7%，而预测值为3.6% 人工智能焦虑 人工智能股票周四回落，因为投资者对资金的担忧加剧，所谓的“新云”公司CoreWeave成为抛售潮的核心。
Earlier this week, consumer inflation also ran above expectations for September, rising to 3.7% from a year earlier, compared with a 3.6% forecast AI jitters AI stocks retreated on Thursday as investor worries over funding mounted, with so-called "neocloud" company CoreWeave front and center in the sell-off.
该公司正面临越来越大的信贷压力，其2031年到期的9.75%债券的到期收益率达到15.78%。当投资者认为债券风险更高时，收益率通常会上升。
The company is facing mounting credit stress, with the yield to maturity on its 9.75% bond due in 2031 reaching 15.78%. Yields generally rise when investors view a bond as riskier.
*同时，其五年期信用违约互换（用于对冲违约风险的合约）的利差一度飙升至1,140个基点以上。
Meanwhile, the spread on its five-year credit default swaps, contracts used to hedge against default, at one point soared above 1,140 basis points.
标普全球市场情报公司固定收益定价执行总监加万·诺兰表示，1,000个基点或以上的利差水平通常是信贷困境的信号。
A spread level of 1,000 basis points or above is generally a sign of credit distress, said Gavan Nolan, executive director of fixed income pricing at S&P Global Market Intelligence.
在资金担忧加剧的背景下，投资者纷纷撤出部分人工智能板块，其中英伟达下跌1.84%，AMD重挫1.5%，英特尔下跌约2.8%。戴尔科技公司下挫6.8%。
Investors rotated out of parts of the AI trade amid mounting funding concerns, with Nvidia losing 1.84%, while AMD sank 1.5% and Intel lost about 2.8%. Dell Technologies sank 6.8%.
总体而言，全球20只市值最高的人工智能和半导体股票本周迄今已蒸发超过1万亿美元的市值，更高的利率、对人工智能融资的担忧以及日益激烈的竞争对市场情绪造成了压力。
Collectively, 20 of the most valuable global AI and semiconductor stocks have shed more than $1 trillion in value so far this week, with higher interest rates, concerns about AI financing and intensifying competition weighing on sentiment.
俄罗斯出席G20 俄罗斯财政部长周四出席了在曼谷举行的二十国集团会议，这是自2022年乌克兰战争爆发以来，他第二次亲自出席该活动。
Russia at G20 Russia's finance minister attended a Group of 20 meeting in Bangkok on Thursday, marking his second in-person appearance at the event since the 2022 invasion of Ukraine.
根据CNBC看到的一份座位表，安东·西卢安诺夫和俄罗斯央行副行长伊丽莎白·达尼洛娃被列为在泰国曼谷举行的国际货币基金组织和世界银行年会场边举行的财长和央行行长会议的俄罗斯代表。据一位知情人士透露，西卢安诺夫出席了此次会议。
Anton Siluanov and Bank of Russia Deputy Governor Elizaveta Danilova were listed as Russia's delegates at the finance ministers' and central bank governors' meetings on the sidelines of the IMF-World Bank Annual Meetings in Bangkok, Thailand, according to a seating plan seen by CNBC. Siluanov was in the meeting, according to a person familiar with the matter.
会议还包括德国财政部长拉尔斯·克林拜尔，他曾拒绝参加8月份在美国举行的G20财长会议上与西卢安诺夫的集体合影。在欧洲官员抗议后，这张照片最终在没有俄罗斯代表团的情况下拍摄。
The meeting also included German Finance Minister Lars Klingbeil, who had refused to take part a group photo with Siluanov at the August G20 finance ministers' meeting in the U.S. The photo was ultimately taken without the Russian delegation after European officials protested.
据报道，克林拜尔在周四的会议后表示：“绝不会假装俄罗斯现在作为G20的正常成员归来并简单地重新坐在谈判桌前——这绝不可能发生在我身上，也不会发生在其他欧洲人身上。”——林慧婕 最后……防弹少年团巡演提振盈利预期，Hybe股价飙升10% 由于投资者权衡由其艺人全球演唱会推动的乐观第三季度财报前景，韩国流行音乐超级组合防弹少年团背后的公司Hybe股价周五飙升10%。
Klingbeil reportedly said after Thursday's meeting that "there will be no pretending that Russia is now returning as a normal member of the G20 and simply taking its seat at the table again — not with me, and not with the other Europeans." — Lim Hui Jie And finally... Hybe shares jump 10% as K-pop sensation BTS' tour lifts earnings hopes Shares of Hybe, the company behind K-pop supergroup BTS, surged 10% on Friday as investors weighed an upbeat third-quarter earnings outlook fueled by its artists' global concerts.
根据当地券商iM Securities的数据，Hybe第三季度收入预计将达到1.5万亿美元（合11.1亿美元），较上年同期增长106%，而营业利润预计为1722亿韩元。演唱会收入预计将达到7170亿韩元，较上年同期近乎翻两番。——珍妮·李、林慧婕
Hybe's third-quarter revenue is expected to reach 1.5 trillion won ($1.11 billion), up 106% from a year earlier, while operating profit is projected at 172.2 billion won, according to local brokerage firm iM Securities. Concert revenue is expected to come in at 717 billion won, nearly tripling from a year earlier. — Jenny Lee, Lim Hui Jie