---
author: New York Times Podcasts
date: '2026-10-27'
guest: ''
layout: post.njk
source: https://www.youtube.com/watch?v=yhdHny0Iajk
speaker: New York Times Podcasts
tags:
  - election
  - geopolitics
  - initial-public-offering
  - artificial-intelligence
  - inflation
title: 以色列10月7日后首场大选与Anthropic筹备IPO
summary: 《纽约时报》头条播报：以色列举行10月7日袭击后的首次全国大选，选民在内塔尼亚胡极右翼联盟与反对派之间抉择；美国中期选举前夕跨性别议题成为多州与广告战焦点；Anthropic提交招股说明书拟进行巨额IPO并披露百亿支出与安全风险；此外万圣节糖果价格上涨超70%。
insight: ''
draft: true
series: ''
category: geopolitics
area: geopolitics
project: []
people:
  - Benjamin Netanyahu
  - Gadi Eisenkot
companies_orgs:
  - The New York Times
  - Anthropic
products_models:
  - Claude
media_books: []
status: evergreen
---
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。
<details>
<summary>Original English</summary>
From
 the
 New
 York
 Times,
 it's
 the


headlines.
 I'm
 Tracy
 Munford.
 Today's


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


covering.
</details>

### 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。
<details>
<summary>Original English</summary>
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.
</details>

>> 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。
<details>
<summary>Original English</summary>
>> 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.
</details>

### 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。
<details>
<summary>Original English</summary>
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.
</details>

>> “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。
<details>
<summary>Original English</summary>
>> 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.
</details>

>> “带来毁灭性后果的永久性手术决定。”
<details>
<summary>Original English</summary>
>> Permanent
 surgical
 decisions
 with


devastating
 consequences.
</details>

>> 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。
<details>
<summary>Original English</summary>
>> 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.
</details>

### 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。
<details>
<summary>Original English</summary>
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.
</details>

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”。
<details>
<summary>Original English</summary>
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.
</details>

### 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。”
<details>
<summary>Original English</summary>
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."
</details>

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。
<details>
<summary>Original English</summary>
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.
</details>