特朗普政府解除Anthropic供应链风险认定
Bloomberg News Now: Lutnick Addresses Anthropic
AI基础设施核心标的Anthropic的法律地位发生实质性逆转，直接影响加密及AI算力板块的风险定价与资金流向，建议关注相关资产联动。
News when you want it with Bloomberg News now. I'm Amy Morris. There's your closing bell for this Wednesday on Wall Street, where bargain hunters were lured in by solid corporate earnings and attractive valuations. We'll bring you the closing numbers each day here at Bloomberg. The S&P 500 gained 35 points. Nasdaq gained 118 points. The Dow jumped 295 points. The ten year Treasury yield at 4.78%, the two year yield at 4.37%, and the 30 year Treasury yield at 5.26%.
彭博新闻，随需而至。我是艾米·莫里斯。这是周三华尔街的收盘钟声，企业稳健的盈利和诱人的估值吸引了大量捡漏者。我们将每天在此为您播报收盘数据。标普500指数上涨35点。纳斯达克指数上涨118点。道琼斯指数飙升295点。10年期国债收益率为4.78%，2年期为4.37%，30年期为5.26%。
Crude oil also higher. It has pared back some gains. WTI now near $91 a barrel. Brent crude still topping $95 a barrel. Diesel oil at $5.69 a gallon. That is down less than 1% from a week ago, but still up about 50% in the past year. Commerce Secretary Howard Ludwick hosted a series of fireside chats at the G20 with Nvidia CEO Jensen Huang, OpenAI CEO Sam Altman, anthropic co-founder Tom Brown, and Palantir CEO Alex Karp left Nyx as anthropic, and the Trump administration have cleared up some past misunderstandings.
原油价格也有所上涨，但涨幅有所收窄。WTI原油现接近每桶91美元。布伦特原油仍高于每桶95美元。柴油价格为每加仑5.69美元。较一周前下跌不到1%，但较去年同期仍上涨约50%。商务部长霍华德·卢德维克在G20期间与英伟达CEO黄仁勋、OpenAI CEO山姆·奥特曼、Anthropic联合创始人汤姆·布朗以及Palantir CEO亚历克斯·卡普进行了一系列炉边谈话。Nyx退出Anthropic，特朗普政府澄清了一些过去的误解。
We had a good kerfuffle. But, you know, they've they've got religion. They were a little confused about the topic, but we sorted that out. Presidents sorted that out and I helped sort it out. And now I think we're all in tune together. The Trump administration had designated anthropic a supply chain risk earlier this year for refusing to comply with Defense Department demands, but a judge later ruled that the administration broke the law by unlawfully targeting anthropic commerce.
我们经历了一场不错的风波。但你知道，他们开始认真对待了。他们对话题有些困惑，但我们理清了头绪。总统们解决了这个问题，我也帮忙理顺了。现在我认为我们都步调一致了。特朗普政府今年早些时候因Anthropic拒绝遵守国防部要求而将其列为供应链风险对象，但后来一名法官裁定，政府非法针对Anthropic商业行为违反了法律。
Secretary Howard Luck next sat down with Bloomberg's Joe Matthew on balance of power. Energy Secretary Christopher Wright is in Venezuela, where President Trump says the U.S. has secured majority control over more than 65 million barrels of Venezuela's proven oil reserves. Wright says the deal with Venezuela will help maintain stability and usher in democracy. The economic deals are separate than the political thing, but they're all part of the same hole.
霍华德·卢克秘书长随后接受了彭博社乔·马修斯在《权力平衡》节目中的采访。能源部长克里斯托弗·赖特正在委内瑞拉，特朗普总统表示美国已控制了委内瑞拉超过6500万桶已探明石油储备的大部分控制权。赖特表示，与委内瑞拉的协议将有助于维持稳定并带来民主。经济协议与政治事务是分开的，但它们都属于同一个大局的一部分。
President Trump's sort of global agenda is to replace conflict with commerce all around the world. Now we're going to show the prospective economic growth of new jobs, bring inflation down and bring our countries together. And the growth in production in Venezuela should be tremendous for America. And Chevron CEO Mike Wirth says they have their own separate deal in Venezuela, with a plan to invest $7 billion over the next five years to more than double crude production.
特朗普总统的全球议程大致是用全球各地的商业取代冲突。现在我们将展示新就业带来的潜在经济增长，降低通货膨胀，并将我们的国家团结在一起。委内瑞拉产量的增长对美国来说应该是巨大的。雪佛龙CEO迈克·沃斯表示，他们在委内瑞拉有自己单独的协议，计划在未来五年内投资70亿美元，使原油产量翻倍以上。
He says they're still conducting engineering assessments to determine the size of the resource. It is many billions of barrels, and so it's heavier oil, which takes some different technologies to produce. But over time, that production will last here for decades. This is not for a few years. This will last for decades. Both Chevron CEO Mike Wirth and Energy Secretary Christopher Wright sat down with Bloomberg's Tyler Kendall in Caracas, Venezuela.
他表示，他们仍在进行工程评估以确定资源规模。该储量达数百亿桶，属于重油，需要采用不同的技术进行开采。但随着时间的推移，这里的产量将持续数十年。这并非仅持续几年，而是将持续数十年。雪佛龙首席执行官迈克·沃斯（Mike Wirth）和能源部长克里斯托弗·赖特（Christopher Wright）在委内瑞拉加拉加斯接受了彭博社的泰勒·肯德尔（Tyler Kendall）的采访。
Companies in the U.S. added jobs at a more moderate pace in August. Bloomberg's Michael McKee ADP reports 38,000 jobs created in its measure of private sector employment. During the month. Based pay rose 3.2%, gross pay up 4.7%. So neither one of those is going to be of a major concern to the fed. The August increase was the smallest since the start of the year with hiring driven by education and health services. Uber shares gained about 2% in the regular session after the company announced it is cutting about 3300 jobs, or 10% of its staff globally, and a restructuring aimed at reducing management layers and reallocating spending into its ride sharing, delivery and robo taxi businesses.
美国企业在8月份以更为温和的速度增加就业岗位。彭博社迈克尔·麦基（Michael McKee）报道，ADP在其私营部门就业衡量指标中显示，当月新增了38,000个岗位。基本工资上涨3.2%，总工资上涨4.7%。因此，这两项数据都不会成为美联储的主要担忧。8月份的增幅是今年以来的最小值，招聘增长主要由教育和健康服务业驱动。Uber宣布在全球裁员约3,300人，占其员工总数的10%，并计划进行重组，旨在减少管理层级并将支出重新分配至其拼车、配送和自动驾驶出租车业务。随后，Uber股价在常规交易中上涨约2%。
The cuts will reduce the number of managers in the company by about 20%. Google has avoided a forced breakup of its advertising technology business. A federal judge rejected the Justice Department's push to make Google sell its At-X exchange. Instead, Google must make its advertising tools work with those operated by its rivals. The judge also ordered changes to Google's business, with details expected in a redacted ruling to come later.
谷歌避免了其广告技术业务被强制拆分。一名联邦法官驳回了司法部要求谷歌出售其At-X交易平台的推动。相反，谷歌必须使其广告工具与竞争对手运营的工具兼容。法官还下令对谷歌的业务进行修改，具体细节预计将在稍后发布的删节版裁决中公布。
Google parent alphabet shares were little changed in regular trading. Tiger woods pleaded no contest to a reckless driving charge following a rollover crash in March near his home in Florida. A judge ordered that his driver's license be suspended for five years. He was also fined court costs. That's news when you want it with Bloomberg News now. I'm Amy Morris and this is Bloomberg.
谷歌母公司Alphabet在常规交易中股价基本持平。老虎伍兹在3月于其佛罗里达州住所附近发生翻车事故后，对鲁莽驾驶指控表示不抗辩。法官下令吊销其驾照五年。他还被处以法院费用。这是彭博新闻为您带来的即时资讯。我是艾米·莫里斯（Amy Morris），这里是彭博社。
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