彭博新闻速递:华尔街收盘、中东协议、比特币与政府停摆 Bloomberg Podcasts 2025-10-13

市场综述与中东和平协议

News when you want it with Bloomberg News. Now, I'm Monica Rix, and that's your closing bell on Wall Street. 彭博新闻为您带来即时资讯。我是莫妮卡·里克斯,以上是华尔街的收盘报道。

The Dow added 588 points today, up one and a third percent. The Nasdaq adding 490, up 2.2% and the S&P was up one and a half percent. 道琼斯指数今日上涨588点,涨幅为1.33%;纳斯达克指数上涨490点,涨幅2.2%;标普500指数上涨1.5%。

Bond markets were closed today for Columbus Day. 债券市场今日因哥伦布日(Columbus Day: 美国联邦假日)休市。

Traders lifting stocks thanks to an AI rally and cooling of Middle Eastern tensions. 在人工智能(AI: Artificial Intelligence)概念股上涨以及中东局势缓和的带动下,交易员们推高了股市。

There was a lot to celebrate as all living Israeli hostages were returned in Gaza and President Trump met with Middle Eastern and European leaders for a signing ceremony to that cease fire deal. 加沙地带所有在世的以色列人质获释,以及特朗普总统与中东和欧洲领导人举行停火协议签署仪式,这些都带来了许多值得庆祝的事件。

He says the agreement is the first step towards stability in the region. 他表示,这项协议是该地区迈向稳定的第一步。

This is the day that people across the region and around the world have been working, striving, hoping and praying for. They have done things over the last month that I think were really unthinkable. Nobody thought this could happen. With the historic agreement we've just signed. Those prayers of millions have finally been answered. “这是该地区乃至全世界人民一直为之努力、奋斗、希望和祈祷的日子。在过去的一个月里,他们做了一些我认为是不可思议的事情。没有人认为这会发生。随着我们刚刚签署的历史性协议,数百万人的祈祷终于得到了回应。”

The president called it a new beginning for the war torn region. 总统称这是这个饱受战争蹂躏的地区的新开始。

Israeli Prime Minister Benjamin Netanyahu skipped the peace summit in Egypt today, but he did praise Trump earlier while addressing the Knesset. 以色列总理本雅明·内塔尼亚胡今天缺席了在埃及举行的和平峰会,但他早些时候在以色列议会(Knesset: 以色列的立法机关)发表演讲时赞扬了特朗普。

Donald Trump is the greatest friend that the state of Israel has ever had in the White House. “唐纳德·特朗普是以色列国在白宫有史以来最伟大的朋友。”

Trump also lobbied before the Knesset today for Netanyahu to receive a赦免 that would offer a reprieve from his ongoing corruption trial. 特朗普今天还在以色列议会前游说,希望内塔尼亚胡能获得赦免,从而使其正在进行的腐败审判得到暂缓。

美中关系与经济展望

Treasury Secretary Scott Bessen says he still expects President Trump and Xi Jinping to meet despite China's move to tighten exports of rare earths. 财政部长斯科特·贝森表示,尽管中国收紧了稀土(rare earths: 一组具有特殊磁性、光学和电学性质的金属元素,在高科技产业中应用广泛)出口,他仍预计特朗普总统与习近平主席会面。

That's it. Warning everything's on the table when it comes to retaliating against China's decision. 他说,对于反制中国的决定,一切选项都在考虑之中。

China is a command and control economy. They are neither going to command nor control us. We are going to assert our sovereignty in various ways. “中国是一个指令型经济体。他们既不会指挥我们,也不会控制我们。我们将以各种方式维护我们的主权。”

Secretary Bessen on Fox Business today. He says the U.S. will be meeting with allies this week and expects to get substantial global support. 贝森部长今天在福克斯商业频道表示。他说,美国本周将与盟友会面,并预计获得全球的大力支持。

Federal Reserve Bank of Philadelphia President Anna Paulson has signaled she favors two more quarter point interest rate cuts this year. 费城联邦储备银行行长安娜·保尔森表示,她倾向于今年再进行两次25个基点(Basis points: 利率或百分比变动的衡量单位,1个基点等于0.01%)的降息。

Labor market risks do appear to be increasing, not outrageously but noticeably, and momentum seems to be going in the wrong direction. Against this backdrop, the FOMC decision to cut rates by 25 basis points in September made sense. Over the rest of the year. I view easing along the lines of the medium set policy path as appropriate. “劳动力市场风险确实在增加,虽然不至于离谱,但已显而易见,而且势头似乎正朝着错误的方向发展。在此背景下,联邦公开市场委员会(FOMC: Federal Open Market Committee,美国联邦储备系统内负责制定货币政策的机构)9月份决定降息25个基点是合理的。在今年余下的时间里,我认为按照中期设定的政策路径进行宽松是合适的。”

Philly Fed President Anna Paulson. She says she expects the economy to continue growing above trend in the third quarter, but notes monetary policy should consider the impact of tariffs on consumer price increases. 费城联储行长安娜·保尔森表示。她预计第三季度经济将继续保持高于趋势的增长,但指出货币政策应考虑关税对消费者价格上涨的影响。

加密货币市场与企业新闻

Bitcoin's modest recovery after Friday's record crypto crash has done little to ease the fallout from over $20 billion purge of leveraged bets that left parts of the market incapacitated. 周五创纪录的加密货币崩盘后,比特币(Bitcoin: 一种去中心化的数字加密货币)的温和复苏未能有效缓解超过200亿美元杠杆押注(leveraged bets: 使用借贷资金进行投资以放大潜在收益或损失)被清除所带来的影响,这使得部分市场陷入瘫痪。

Traders say the washout erased months of buildup and forced some funds out entirely. The token now hovering around $116,000. 交易员表示,这次大规模清算抹去了数月的积累,并迫使一些基金彻底退出。目前,比特币价格徘徊在11.6万美元左右。

Beyond Meat's stock plummeted 49% today. That slide due to a debt swap plan the troubled plant based protein producer says will likely lead to a substantial dilution of shareholders. Beyond Meat (Beyond Meat: 一家生产植物性肉类替代品的美国公司)的股价今天暴跌49%。这家陷入困境的植物蛋白生产商表示,其债务互换计划可能导致股东权益大幅稀释。

And shares of Broadcom were up about 10%, the most in nearly six months after inking a new multi-year deal with OpenAI to create custom chips and networking equipment. 博通(Broadcom: 一家全球领先的半导体和基础设施软件解决方案提供商)的股价上涨了约10%,创下近六个月来的最大涨幅,此前该公司与OpenAI(OpenAI: 一家人工智能研究和部署公司)签署了一项新的多年期协议,旨在开发定制芯片和网络设备。

Bloomberg's Caroline Hyde tells us that deal would add ten gigawatts worth of datacentre capacity. 彭博社的卡罗琳·海德告诉我们,这笔交易将增加10吉瓦(Gigawatt: 电力单位,等于十亿瓦特)的数据中心容量。

Just think one gigawatt is equivalent of one nuclear power plant. We've got ten of those coming online by basically 2029. “想想看,一吉瓦相当于一个核电站的发电量。到2029年,我们基本上会有十个这样的数据中心投入使用。”

But remember, Broadcom helps them design their own custom chips. This is already hinted at by Hock Tan when they had their earnings in the beginning of September. 但请记住,博通帮助他们设计自己的定制芯片。这在9月初,博通首席执行官霍克·谭公布财报时就已经有所暗示。

A new customer, $10 billion of orders coming online. And we managed to break at the time that that customer was indeed open. 一个新客户,带来了100亿美元的订单。当时我们设法披露,这个客户确实是OpenAI。

Bloomberg's Caroline Hyde reporting that hardware rollout should be completed by the end of 2029. 彭博社的卡罗琳·海德报道称,硬件部署应在2029年底前完成。

政府停摆僵局

The government shutdown drags on and Washington now in its 13th day with no plans for negotiations, at least until tomorrow because of Columbus Day health care reform. 政府停摆(Government shutdown: 美国政府因国会未能通过预算案而暂停部分非必要服务的状态)仍在继续,华盛顿已进入第13天,目前没有谈判计划,至少要等到明天,这与哥伦布日(Columbus Day: 美国联邦假日)的医疗改革问题有关。

Still the sticking point among Democrats. But House Speaker Mike Johnson says those talks won't happen until the shutdown ends. 这仍然是民主党人之间的症结所在。但众议院议长迈克·约翰逊表示,除非政府停摆结束,否则不会进行这些谈判。

You've heard Chuck Schumer say breathlessly, I just want the four leaders to get in a back room and make a deal. We're not doing that. Republicans are eager to return to the actual negotiating table, but we won't negotiate in smoke filled backrooms and we won't negotiate as hostages. “你听过查克·舒默气喘吁吁地说,他只希望四位领导人能私下达成协议。我们不会那样做。共和党人渴望回到真正的谈判桌前,但我们不会在烟雾弥漫的密室里谈判,也不会在被劫持的情况下谈判。”

House Speaker Mike Johnson. Their subsidies are set to expire by the end of the year. 众议院议长迈克·约翰逊表示。他们的补贴将在今年年底到期。

诺贝尔和平奖争议

Norwegian officials are now investigating cyber espionage as the most likely cause of an unusual betting surge on this year's Nobel Peace Prize recipient. 挪威官员正在调查网络间谍活动(cyber espionage: 利用计算机网络窃取敏感信息或破坏系统),认为这是今年诺贝尔和平奖得主异常投注激增的最可能原因。

Ahead of the actual announcement, the Nobel Institute says it started looking into this on Friday after bets on poorly marketed started spiking. 在正式公布之前,诺贝尔研究所(Nobel Institute: 负责协助诺贝尔委员会评审和平奖候选人)表示,在周五发现对一位知名度不高的候选人的押注开始飙升后,他们便开始调查此事。

Hours before it was unveiled, the Venezuelan opposition leader, Maria machado, was awarded the 2025 prize for fighting democracy. 在公布前几小时,委内瑞拉反对派领导人玛丽亚·马查多被授予2025年诺贝尔和平奖,以表彰她为民主而奋斗。

At least three accounts on the platform made a combined profit of about $90,000. 该平台至少有三个账户总共获利约9万美元。

And that's news when you want it with Bloomberg News now. I'm Monica Rix and this is Bloomberg. 以上就是彭博新闻为您带来的即时资讯。我是莫妮卡·里克斯,这里是彭博社。

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