以色列10月7日后首场大选与Anthropic筹备IPO New York Times Podcasts 2026-10-27

以色列10月7日后首场大选与Anthropic筹备IPO

关键字 election geopolitics initial-public-offering artificial-intelligence inflation
4 节

这里是《纽约时报》头条新闻。我是特蕾西·芒福德(Tracy Mumford)。今天是10月27日星期二。以下是我们的报道内容。

英文原文 From the New York Times, it's the

headlines. I'm Tracy Munford. Today's

Tuesday, October 27th. Here's what we're

covering.

以色列举行10月7日后首场大选

今天是以色列的大选日。这是自10月7日哈马斯主导的袭击以来举行的首次全国大选,那场袭击颠覆了当地的生活,并引爆了以色列在加沙破坏性极大的战争。国内许多人将今天视为以色列历史上最关键的一次投票,选民将在提供截然不同未来愿景的两大阵营之间做出抉择。一边是寻求连任的总理本雅明·内塔尼亚胡(Benjamin Netanyahu),他领导着以色列有史以来最极右翼的政府。他的执政联盟给出的承诺是一个更加宗教化的以色列,并对约旦河西岸和加沙实施更加严密的控制。另一边则是由前以色列国防军总参谋长加迪·埃森科特(Gadi Eisenkot)松散领导的反对党联盟,他的儿子在加沙战争中丧生。该联盟将今天的投票描绘为维护以色列民主、避免国家沦为在国际上被孤立的“贱民国家”的最后机会。我的同事、《纽约时报》耶路撒冷分社社长戴维·哈夫芬格(David Halbfinger)今天正在现场报道投票情况。围绕这次选举的情绪之阴沉令人震惊。比起获得投票机会的兴奋,人们更多的是一种沉重的忧虑。人们——尤其是反对派阵营,但实际上各个阶层都是如此——充满了很多担忧,在某些情况下近乎绝望,担心他们自以为熟知、成长于其中或迁居而来的以色列,正处于崩溃的边缘,或者正在演变成完全不同的面貌,甚至可能变成一个他们觉得自己无法在其中抚养子女的地方。在过去几年里,离开这个国家的以色列人多于移民进来的人数,并且有许多讨论和担忧认为,根据选举的结果,这种离开的趋势可能会加速。

英文原文 It is election day in Israel. The first

national election since the Hamasled

attacks on October 7th, which upended

life there and ignited Israel's

devastating war in Gaza. Many in the

country view today as the most

consequential vote in Israel's history

as people decide between two blocks

offering very different visions for the

future. On one side is Prime Minister

Benjamin Netanyahu who is seeking

reelection as the leader of the most

far-right government Israel's ever had.

His coalition offers the promise of a

more religious Israel with an ever

tighter grip over the West Bank and

Gaza. On the other side is a coalition

of opposition parties loosely led by

Gaddy Eisenhot, a former Israeli

military chief of staff whose son was

killed in the Gaza war. That coalition

is painting the vote today as the last

chance to preserve democracy in Israel

and pull the country back from becoming

a pariah state, isolated

internationally. My colleague David

Halfinger, who is the Times bureau chief

in Jerusalem, is on the ground today

covering the voting. It's striking how

dark the mood has been around this

election. It's more of like a grim

apprehensiveness than it is excitement

about getting the chance to vote.

People, particularly in the opposition,

but really across the board, have a lot

of fears, in some cases bordering on

despair, that the Israel they thought

they knew, that they grew up in, that

they moved to, is really on the verge of

collapsing or changing into something

very different, perhaps into a kind of

place that they might not see themselves

being able to raise their children in.

more Israelis have left this country

than have immigrated to it in the last

couple of years and there is a lot of

talk and concern that those departures

could accelerate depending on how the

election turns out.

与此同时,《纽约时报》获悉,在今天选举前夕的数周内,内塔尼亚胡曾试图推动对伊朗发动新的袭击,但他遭到了以色列国防军总参谋长的阻力。多位以色列国防官员及了解此事的人士透露,内塔尼亚胡在选前实施袭击的意图尚不明确,但重返战争状态本有可能扰乱甚至推迟投票。总理发言人未对置评请求作出回应。内塔尼亚胡幕后举动的消息传出之际,他围绕选举的言论变得越来越具有末日色彩。过去几天里,内塔尼亚胡在网上发布了一张由AI生成的特拉维夫上空蘑菇云图片,并在电视上警告称,这次投票将决定“以色列的生存”。投票将于当地时间今晚10点截止,《纽约时报》将全天提供实时动态。需要了解的关键一点是,极不可能立即就谁将担任下一任总理得出明确结论。由于以色列议会制度的运作方式,组建执政联盟可能需要数周甚至数月的时间。

英文原文 >> Meanwhile, the Times has learned that in

the weeks leading up to today's

elections, Netanyahu tried to push

through a new attack on Iran, but he ran

into resistance from Israel's military

chief of staff. According to multiple

Israeli defense officials and others

briefed on the matter, Netanyahu's

rationale for an attack right before the

election was not clear, but a return to

war could have potentially disrupted or

even delayed the vote. Spokesman for the

prime minister did not respond to

requests for comment. News of

Netanyahu's behindthe-scenes efforts

come as his messaging around the

election has turned increasingly

apocalyptic. In the last few days,

Netanyahu has posted an AI generated

image of a mushroom cloud over Tel Aviv

and warned on TV that the vote will

decide quote Israel's existence.

Voting will close tonight at 1000 p.m.

local time and the Times will have live

updates all day. The big thing to know

is that there's unlikely to be a clear

immediate verdict on who will be the

next prime minister. Because of the way

Israel's parliamentary system works, it

could take weeks or even months to

assemble a governing coalition.

美国中期选举前夕的跨性别议题

现在转向美国的选举。距离中期选举只剩一周时间了。除了将决定国会控制权的几场势均力敌的选战之外,我们也在关注全国选民正在权衡的一些重大政策议题。上周我们报道了部分州如何考虑对超级富豪征收新税。今天我们关注的是跨性别权利议题,该议题将出现在许多州的选票上。特别是在内布拉斯加州、亚利桑那州、科罗拉多州和华盛顿州这四个州,选民将对跨性别参与体育运动进行表决。而在其他一些州,选民将决定是否禁止对年轻人进行性别重置医疗。自2020年以来,已有二十多个共和党主导的州通过了类似的限制措施。不过,即便在没有任何此类表决提案的州,也出现了铺天盖地的相关宣传。

英文原文 Now, switching gears to elections in the

US. There's just one week to go until

the midterms. And beyond the very tight

races that will determine control of

Congress, we're also looking at some of

the major policy issues that voters are

weighing across the country. Last week,

we covered how some states are

considering new taxes on the ultra

wealthy. Today, we're looking at

transgender rights issues, which will be

on a number of state ballots. In four

states in particular, Nebraska, Arizona,

Colorado, and Washington, voters will

weigh in on transports participation.

And in other states, voters will decide

whether to ban gender transition medical

treatment for young people. Since 2020,

more than two dozen Republican le states

have passed similar restrictions. Even

in states that don't have any of these

measures up for a vote, though, there's

been a flood of messaging.

“迈克尔是个普通人。他本来准备今年不去投票。但他想起来民主党人比他的前任还要疯狂。比起他的薪水,他们更在乎自己的代词。”共和党人将焦点放在这一话题上,试图将民主党人描绘成激进且脱离实际的人。

英文原文 >> Michael is a normal guy. He was ready to

skip voting this year. But he remembered

Democrats are crazier than his ex. They

care more about their pronouns than his

paycheck. Republicans have focused on

the topic to try and portray Democrats

as radical and out of touch.

“带来毁灭性后果的永久性手术决定。”

英文原文 >> Permanent surgical decisions with

devastating consequences.

共和党战略人士表示,跨性别运动员参与女子体育运动或未成年人性相关治疗的问题,能有效动员他们的基本盘。卫斯理大学(Wesleyan University)的一项分析发现,上个月跨性别议题在共和党参议院候选人广告中的关注度,超过了犯罪或移民议题。跨性别倡导者表示,铺天盖地的广告助长了反跨偏见。他们还批评了一些民主党人应对共和党攻击的方式,认为他们似乎正在从早先对跨性别权利的支持中转变转向。

英文原文 >> GOP strategists say the questions of

transgender athletes in girls sports or

gender- related treatment for minors are

effective for mobilizing their base. And

an analysis out of Wesian University

found that last month transgender issues

were a bigger focus in ads for

Republican Senate candidates than crime

or immigration. Transgender advocates

say the barrage of ads fuels anti-trans

bigotry. They've also criticized how

some Democrats have responded to the GOP

attacks by seeming to pivot away from

their earlier support of trans rights.

Anthropic披露招股说明书拟筹备IPO

昨天,Anthropic朝着成为上市公司迈出了重大一步。在可能成为超越今年早些时候SpaceX的有史以来最大规模IPO之前,该公司为潜在投资者公布了财务招股说明书。这份招股说明书披露了几个关键情况。其一是Anthropic近期的营收增长幅度惊人。文件显示,该公司在今年上半年录得超过160亿美元的营收,比去年同期增长了14倍,主要来自使用包括Claude在内的AI软件的企业。招股文件显示的第二件事是,Anthropic为了继续满足其庞大的基础设施需求需要承担巨额支出。据《纽约时报》统计,这笔将在未来十年用于数据中心、芯片、算力等方面的资金约为8000亿美元。因此,在这场AI热潮开始四年后,Anthropic是第一家真正走向上市的公司,而这恰好发生在市场开始对投入这些AI公司及其周边基础设施的海量资金感到忐忑和焦虑的时刻。《纽约时报》负责报道硅谷的埃琳·格里菲思(Erin Griffith)表示,当Anthropic正式进入公开市场时(最快可能就在下个月),它将被视为对整个行业的一种试金石。因此,影响极为重大。如果这次IPO表现良好,它可能会为更多公司走向上市打开大门;这可能意味着市场是开放的,投资者渴望承担风险,并真正相信这些AI公司的潜力。如果表现不佳或令人失望,可能会从市场中抽离大量活力和兴奋情绪,我们可能会看到某种调整的开始。

英文原文 Yesterday, Anthropic took a major step

toward becoming a publicly traded

company. It laid out its financial

perspectus for potential investors ahead

of what could be the largest IPO ever,

surpassing SpaceX from earlier this

year. The perspectus revealed a couple

of key things. One is how much

Anthropics revenue has skyrocketed

recently. It showed the company brought

in over $16 billion in the first half of

this year. That's up 14 times from the

year before, largely from businesses

using its AI software, including Claude.

The second thing the filing showed is

how much Anthropic is on the hook to

spend to keep funding its intense

infrastructure needs. That number, which

will go to data centers, chips,

computing power, etc. over the next

decade is about $800 billion according

to a tally by the times. So we are four

years into this AI boom and anthropic is

the first one that is actually going

public and it's happening just at a

moment when the markets are really

starting to get jittery and nervous

about all the money that's been dumped

into these AI companies and the

infrastructure around them. Aaron

Griffith covers Silicon Valley for the

times. She says that when Anthropic does

make its market debut, which could

happen as soon as next month, it will be

viewed as a kind of litmus test for the

whole industry. So, the stakes are very,

very high. If this IPO goes well, it

could open the door for a lot more

companies to start going public. It

could mean, you know, the markets are

open and investors are eager to take on

risk and really believe in the potential

of these AI companies. if it goes poorly

or if it's disappointing, you know, it

could take a lot of the air and the

excitement out of the market and we

could sort of see the beginning of a

correction.

埃琳表示,Anthropic昨天提交的文件中另一个独特之处在于其向投资者披露的风险因素。其首席执行官写道,任何如此强大的东西既可用于善,亦可用于恶。该公司警告称,其产品可能会引发灾难,包括失去对技术的控制以及威权主义滥用。更进一步地,文件称先进的AI系统可能会“对人类构成灾难性或生存性的风险”。

英文原文 Aaron says one other thing that was

unique about Anthropic's filing

yesterday is the risk factors it

disclosed to investors. Its chief

executive wrote that anything so

powerful can be used for ill as well as

good. And the company warned that its

products could bring about disasters,

including loss of control of the

technology and authoritarian abuses.

Going further, it said that advanced AI

systems could quote pose catastrophic or

existential risks to humanity.

万圣节糖果价格上涨

最后,今年万圣节最吓人的事情可能莫过于糖果的价格了。据一家个人财务网站的数据,在过去5年中,一袋100块装糖果的平均价格上涨了超过70%。尽管大家都知道过去一年里杂货店里所有东西的价格都有所上涨,但万圣节糖果的涨幅超过了蔬菜或牛肉等物品——当然这些东西你可能不应该分发给要糖的孩子们。上涨的一个原因是巧克力的价格,这是由重创该行业的气候驱动型可可短缺造成的。幸运的是,据一位市场研究高管称,如今的孩子们更喜欢有嚼劲、浓烈偏酸的食品,比如Nerds软糖串。因此,你可以在这方面省点钱。你也可以尝试发挥创意。伊利诺伊州的一位女士告诉《纽约时报》,她准备分发方便面,1美元10包。其他人则用一次性纹身贴或便宜的小饰品来装满糖果碗。但这种压力是实实在在的。《纽约时报》采访了另一位女士,她正为今年万圣节如何在北卡罗来纳州的新社区留下好印象而苦恼。她本来想成为分发特大号糖果棒的那户人家,但鉴于现在的物价,这不可能实现了。目前她还不确定该怎么做,她说:“没人想成为发葡萄干的那家。”

英文原文 And finally, the scariest thing about

Halloween this year might just be the

price of candy. In the last 5 years, the

average cost for a bag of 100 pieces has

jumped more than 70%. according to one

personal finance site. And while we all

know the price of everything at the

grocery store has risen in the past

year, Halloween candy has seen bigger

increases than things like vegetables or

beef, which you should probably not hand

out to trick-or-treaters. One reason for

the jump, the price of chocolate, thanks

to a climate-driven cacao shortage

that's rocked the industry. Luckily,

according to a market research

executive, the kids these days are more

into chewy, tangy, sour stuff like Nerds

gummy clusters. So, you can try and save

there. You can also try and get

creative. One woman in Illinois told the

Times she's going to be passing out

packs of ramen noodles. 10 for a buck.

Other people are filling out the bowl

with temporary tattoos or little lowcost

trinkets. But the pressures are real.

The Times talked with another woman

who's agonizing over how to make a good

impression in her new neighborhood in

North Carolina this Halloween. She would

like to be the king-sized candy bar

house, but thanks to prices, that's not

going to happen. For now, she's not sure

what she's going to do, saying, quote,

"No one wants to be the Raisin House."

以上就是头条新闻。在今天的《The Daily》节目中,我们将关注联邦政府最终如何起诉得克萨斯州的移民与海关执法局(ICE)抗议者。这确实是联邦政府有史以来第一次以恐怖主义相关指控审判美国无论是右翼还是左翼的抗议者。您可以在《纽约时报》应用或任何您常听播客的平台上收听。我是特蕾西·芒福德。我们明天见。

英文原文 Those are the headlines. Today on the

daily, a look at how the federal

government ended up prosecuting ICE

protesters in Texas. This was really the

first time that the federal government

has ever tried American protesters on

either the right or the left for

terrorism related charges. You can

listen to that in the New York Times app

or wherever you get your podcasts. I'm

Tracy Mumford. We'll be back tomorrow.

文中提及的人物和组织

人物: Benjamin Netanyahu, Gadi Eisenkot

公司/组织: The New York Times, Anthropic

产品/模型: Claude