彭博新闻速览：哥伦比亚地震、油价飙升、苹果遭降级等
Bloomberg News Now: Colombia Quake, Oil Surge, Apple Downgrade, Meta AI, Microsoft Chips & More
News when you want it with Bloomberg News now I'm Amy Morris. At least 47 people are dead. More are trapped after a powerful earthquake in Colombia. The magnitude 7.4 tremor struck at 734 this morning, local time, near the town of San Jose del palmar, with at least one aftershock. The earthquake has also rocked buildings as far away as Bogota, which is 186 miles away. President Trump has signaled that he is prepared to let economic pressure build on Iran, rather than launch fresh military strikes.
彭博新闻，随时随地获取新闻。我是艾米·莫里斯。哥伦比亚发生强烈地震，至少47人遇难，更多人被困。震级为7.4级，当地时间今早7点34分发生在圣何塞德尔帕尔马镇附近，至少发生一次余震。地震还震动了远在186英里外的波哥大的建筑物。特朗普总统表示，他准备让经济压力在伊朗身上累积，而不是发动新的军事打击。
The president is looking to force a reopening of the Strait of Hormuz, even as Iran reiterated that conditions still are not in place for that. Bloomberg Middle East Breaking News editor Patrick Sykes I think we're caught in this kind of back and forth where one day the president will say they're on the verge of resuming military strikes or they're on the verge of a deal. And now the latest is that they're trying to take some of the immediacy, uh, or expectations of immediacy out of the diplomatic attempt.
总统正寻求迫使霍尔木兹海峡重新开放，尽管伊朗重申条件尚不具备。彭博社中东突发新闻编辑帕特里克·赛克斯：我认为我们陷入了这种反复，一天总统说他们即将恢复军事打击，或者即将达成协议。现在最新的是，他们正试图从外交努力中消除一些紧迫性，或对紧迫性的预期。
Bloomberg's Patrick Sykes and crude oil is about 4% higher now WTI topping $81 a barrel and Brent crude closing in on $87 a barrel. A rally in oil prices left stocks wavering while bond yields rose, with traders anxiety building just days ahead of a key inflation report. We check markets for you all day long here at Bloomberg, the S&P 500 is up a 10th of a percent. Nasdaq is little changed. On the downside. The Dow a little changed.
彭博社的帕特里克·赛克斯报道，原油价格现在上涨约4%，WTI突破每桶81美元，布伦特原油逼近每桶87美元。油价上涨导致股市摇摆不定，债券收益率上升，交易员在关键通胀报告发布前几天焦虑情绪加剧。我们在彭博全天为您关注市场，标普500指数上涨0.1%。纳斯达克指数基本持平。道琼斯指数基本持平。
On the downside. The ten year Treasury yield at 4.69%, the two year yield at 4.23%, the Philadelphia Semiconductor Index, more than 1.5% lower, led by coherent, which is down 12%. White House economic advisor Kevin Hazard says he is not looking to replace Lisa Cook on the fed board. Now that President Trump has revived his threat to remove her over unproven mortgage fraud allegations, she says that she's 100% innocent.
下跌方面，十年期国债收益率为4.69%，两年期收益率为4.23%，费城半导体指数下跌超过1.5%，其中Coherent领跌，下跌12%。白宫经济顾问凯文·哈塞特表示，他不打算替换美联储理事丽莎·库克。此前特朗普总统因未经证实的抵押贷款欺诈指控而恢复威胁要撤换她，她表示自己百分之百无辜。
You know, as a human being, I hope that's true. But I think that if in the end there is, uh, cause, uh, the of course, the president has the right to fire her whether there is or not, that's a law enforcement matter. Hazard says he'd either keep rates on hold or cut if he were running the fed. White House economic adviser Kevin Hassett appearing on CNBC. Apple was downgraded to an underperform rating at Jefferies. In the latest example of growing bearishness toward Apple, analyst Edison Lee is concerned about the outlook for the iPhone, especially Apple's ability to drive higher average selling prices.
你知道，作为一个人，我希望那是真的。但我认为如果最终有理由，那么当然，总统有权解雇她，无论是否有理由，那都是执法事务。哈塞特表示，如果他管理美联储，他会维持利率不变或降息。白宫经济顾问凯文·哈塞特在CNBC上露面。苹果被杰富瑞下调至跑输大盘评级。这是对苹果日益看跌的最新例子，分析师李爱迪森对iPhone的前景表示担忧，尤其是苹果推动更高平均售价的能力。
Smartphone itself is a very mature product, and that's why the majority of the demand is it's going to come from replacement demand. Uh, and we think that both I not yet taken hold right to change the utility of the smartphone. I think that new form factor is important, uh, for Apple to be able to raise the ASP over time. Jefferies analyst Edison Li on Bloomberg Tech Apple shares now more than 2% lower. Meta has introduced a new downloadable AI model called Muse Glimmer that can run on a personal computer.
智能手机本身是一个非常成熟的产品，这就是为什么大部分需求将来自更换需求。我们认为，人工智能尚未真正改变智能手机的用途。我们认为新的外形因素对于苹果未来提高平均售价很重要。杰富瑞分析师爱迪生·李在彭博科技节目中表示，苹果股价目前下跌超过2%。Meta推出了一款名为Muse Glimmer的新型可下载AI模型，可以在个人电脑上运行。
Meta CEO Mark Zuckerberg wrote an essay saying the company aims to distribute superintelligence widely and give every person the ability to direct it, rather than centralizing it. Meta shares now more than 1% higher. Microsoft is reportedly planning to significantly increase production of its internally designed next generation AI chips next year. The information reports Microsoft has been in talks with TSMC to secure manufacturing capacity for more than 300,000 of the chips for delivery in 2027.
Meta首席执行官马克·扎克伯格写了一篇文章，表示公司旨在广泛分发超级智能，并赋予每个人指导它的能力，而不是将其集中化。Meta股价目前上涨超过1%。据报道，微软计划明年大幅增加其内部设计的下一代AI芯片的产量。The Information报道称，微软已与台积电洽谈，以确保超过30万颗芯片的制造产能，于2027年交付。
Microsoft's general manager for Azure, Amaya, says the figures don't reflect the scale of the program and expects deployments to be measured in gigawatts. Microsoft now about 2% higher. Intel says it will be offering $15 billion in common stock, taking advantage of renewed interest in its business prospects. During the AI data center boom. Intel says the money will be used for general corporate purposes. Shares of Intel nearly 4% lower.
微软Azure总经理阿玛雅表示，这些数字并不反映该项目的规模，并预计部署将以吉瓦为单位来衡量。微软股价目前上涨约2%。英特尔表示将发行150亿美元普通股，利用对其业务前景重新燃起的兴趣。在AI数据中心繁荣期间。英特尔表示，这笔资金将用于一般公司用途。英特尔股价下跌近4%。
GameStop considering withdrawing its $56 billion bid for eBay and may propose a partnership or joint venture instead. It was less than a month ago, GameStop CEO Ryan Cohen told Bloomberg. They were focused on eBay. I'm not going to call my shots, but we're coming for eBay one way or another. A partnership could enable eBay to leverage GameStop's U.S. retail locations and increase market share in categories like trading cards and collectibles.
GameStop正在考虑撤回其对eBay的560亿美元收购要约，并可能提议建立合作伙伴关系或合资企业。不到一个月前，GameStop首席执行官瑞安·科恩告诉彭博社，他们专注于eBay。我不会透露我的计划，但无论如何我们都会来找eBay。合作伙伴关系可能使eBay能够利用GameStop在美国的零售网点，并增加在交易卡和收藏品等类别中的市场份额。
GameStop shares little changed. That's news when you want it with Bloomberg News now. I'm Amy Morris and this is Bloomberg.
GameStop股价变化不大。这是彭博新闻为您带来的即时新闻。我是艾米·莫里斯，这里是彭博。
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