特朗普称伊朗为沙特管道袭击幕后黑手,Anthropic拟IPO估值2万亿美元
Bloomberg This Weekend | Trump in Ireland & Xi, Putin in India, Key Oil Pipeline Attacked
中东地缘冲突升级直接影响全球能源供应预期,叠加Anthropic巨额IPO与科技巨头资本开支变动,对宏观流动性及资产定价有实质性影响,建议关注原油走势与科技板块资金面变化。
Coming up on Bloomberg this weekend. President Trump is in Ireland this morning as India host the leaders of Russia, China and Iran. We're live in Dublin and New Delhi. And a vital oil pipeline shuts down in Saudi Arabia. Is Iran sample for the attack on the East-West pipeline. And what do you think Saudi Arabia is like? Well, I think they are probably there. It was a crucial bypass for the Strait of Hormuz. So what happens now?
本周末彭博社即将播出。特朗普总统今晨抵达爱尔兰,印度主办俄罗斯、中国和伊朗的领导人会议。我们在都柏林和新德里进行直播。沙特阿拉伯的一条重要石油管道关闭。伊朗是否对东西向管道发动了袭击?你认为沙特阿拉伯的情况如何?嗯,我认为他们可能确实如此。这是霍尔木兹海峡的重要替代路线。那么接下来会发生什么?
Plus, a growing number of researchers say I could possibly end humanity until I start killing people. Unfortunately, history would suggest we're not going to do anything, but we are going to face that. So how are lawmakers responding? Welcome, Bloomberg this weekend coming to you live from Bloomberg's world headquarters in New York City. I'm David Greg, good to be back with you after some time away. It's mostly nice to have you.
此外,越来越多的研究人员表示,人工智能(AI)可能会终结人类,直到它开始杀人。不幸的是,历史表明我们不会采取任何行动,但我们将直面这一挑战。立法者对此有何回应?欢迎收看本周末的彭博社直播,地点位于纽约市彭博社全球总部。我是大卫·格雷戈,很高兴在一段时间后再次与您见面。很高兴能与您重逢。
Thank you. Thank you for having me. I will take that sassy this morning. Hi. Good morning. I'm Christina Ruffini, here with Lisa Mateo. It is Saturday, September 12th. We want to welcome all our listeners and viewers across all our platforms on radio, TV, streaming, bloomberg.com and the Bloomberg Business app. And, David, we're actually monitoring two live events simultaneously this morning. Yes. As we mentioned, we've got President Trump in Ireland speaking at the ambassador's residence there.
谢谢。感谢您邀请我。我今天早上就接受这份俏皮话吧。大家好,早上好。我是克里斯蒂娜·鲁菲尼,与丽莎·马特奥在一起。今天是9月12日星期六。我们要欢迎所有通过广播、电视、流媒体、bloomberg.com和彭博商业APP收听和观看我们节目的听众和观众。大卫,我们今天早上实际上同时在监控两个直播事件。是的。正如我们提到的,我们有特朗普总统在爱尔兰大使官邸发表讲话。
You can see that on your screen if you're watching this on TV or YouTube. Uh, and then on the bottom right, they're intermittently off right now. But Prime Minister Narendra modi, uh, of India, speaking at the BRICs summit that's taking place in New Delhi. So, uh, a geopolitical split screen, metaphorical and literal on the Saturday. That's right. And this comes, you know, amid heightened tensions in Iran, especially with, uh, the strike on that, uh, East-West Saudi pipeline.
如果您通过电视或YouTube观看,您可以在屏幕上看到这一点。呃,右下角的画面目前间歇性中断。但印度总理纳伦德拉·莫迪正在新德里举行的金砖国家峰会上发言。因此,周六出现了地缘政治的分屏画面,既是隐喻性的也是字面意义上的。没错。这发生在伊朗局势紧张加剧的背景下,特别是针对那条沙特东西向管道的袭击。
And Lisa Mateo is going to get us, uh, up to date. Lisa, what have you got? Yeah, you got it. That east west pipeline, it basically serves as a key, uh, alternative to the Strait of Hormuz for Saudi Arabia's oil exports. Now, the Ministry of Energy said it was shut as a precautionary measure. The move would follow multiple attacks on the pipeline launched from Iraq on Thursday. That closure it comes as fighting intensifies across the Middle East, with Yemen based Houthis targeting Saudi's energy facilities and the U.S. conducting strikes against Iranian oil tankers.
丽莎·马特奥将为我们带来最新消息。丽莎,你有什么消息?是的,你说得对。这条东西向管道基本上作为沙特阿拉伯石油出口绕过霍尔木兹海峡的关键替代方案。现在,能源部表示,它是作为预防措施而关闭的。此举是在周四从伊拉克对该管道发动多次袭击之后发生的。随着中东各地的战斗加剧,也门胡塞武装 targeting 沙特的能源设施,美国则对伊朗的油轮进行打击,此次关闭随之而来。
Now, meanwhile, at the nine over 11 ceremony at the Pentagon, President Donald Trump used part of his remarks to address the war in Iran. We salute the servicemembers working right now to ensure the world's number one sponsor of terror. The Islamic Republic of Iran, will never, ever have a nuclear weapon. In other news, anthropic says countries including Iran, Russia, China and Yemen used its AI model for weapons research, and the company says the model was misused in the past year to attempts to develop military applications, including a kamikaze, drone, swarms, missile navigation systems, and research tied to potential biological weapons.
与此同时,在五角大楼举行的九一一纪念仪式上,唐纳德·特朗普总统在其讲话的一部分中谈到了伊朗战争。我们向目前正致力于确保世界头号恐怖主义赞助国——伊斯兰共和国伊朗——永远、永远无法拥有核武器的服役人员致敬。在其他新闻中,Anthropic 表示,包括伊朗、俄罗斯、中国和也门在内的国家利用其 AI 模型进行武器研究,该公司称该模型在过去一年中被滥用,用于尝试开发军事应用,包括自杀式无人机群、导弹导航系统以及与潜在生物武器相关的研究。
And while anthropic gears up for what could become the biggest IPO of all time, a new investor may be stepping in. Reuters reports that Nvidia is considering investing as much as $10 billion in the company's initial public offering. Anthropic is looking to raise as much as $100 billion in the offering, which could value the company at around $2 trillion. Oracle spending more on job cuts as it deals with an expensive build out of AI data centers for customers like OpenAI.
随着 Anthropic 为可能成为史上最大 IPO 做准备,一位新投资者可能正在介入。路透社报道,英伟达(Nvidia)正考虑向其首次公开募股投资高达 100 亿美元。Anthropic 计划在此次发行中筹集高达 1000 亿美元的资金,这可能使该公司的估值达到约 2 万亿美元。甲骨文(Oracle)在裁员方面投入更多资金,以应对为 OpenAI 等客户建设昂贵的 AI 数据中心所带来的挑战。
In a filing yesterday, the company said the total cost associated with its 2026 restructuring plan, or about $2.8 billion, largely made up of severance payments to fired employees. Oracle has already accrued about 2.1 billion in costs tied to the plan and the 700 million increase. Well, that reflects, quote, additional actions that we expect to take, and OpenAI considering slowing down the development of cutting edge artificial intelligence, and is hoping other AI companies will do the same.
该公司昨日提交的文件显示,与其 2026 年重组计划相关的总成本约为 28 亿美元,主要由支付给被解雇员工的遣散费构成。甲骨文已为该计划计提了约 21 亿美元的成本,此次增加 7 亿美元反映了“我们预期将采取的其他行动”。与此同时,OpenAI 正考虑放缓尖端人工智能的开发步伐,并希望其他 AI 公司也能这样做。
Sources tell Bloomberg. Sam Altman told employees in a company wide meeting that this week that OpenAI could potentially pace its AI development, possibly in conjunction with several other AI labs, but that some may not agree to do so. While this comes as employees of leading AI firms have raised public concerns about the increased risks of advanced AI systems. Christine and David Leitch A huge story this week. The anxieties surrounding AI and the potential for damage.
据彭博社消息人士透露,Sam Altman 在本周的全员会议上告诉员工,OpenAI 可能会与其他几家 AI 实验室合作,逐步推进其 AI 开发,但其中一些实验室可能不会同意这样做。此举正值领先 AI 公司的员工对先进 AI 系统日益增加的风险提出公开担忧之际。克里斯汀和戴维·莱奇:本周的重大新闻。围绕 AI 的焦虑及其潜在的破坏力。
It was just absolutely everywhere. I mean, I think this is the part a lot of people have thought, but not really said out loud. And so to have those concerns voiced by somebody real with insider knowledge, I think it was a moment to take pause. Lisa, thank you very much. Appreciate it. We are covering several new developments on this Saturday morning. These on your screen are live pictures of President Trump in Ireland.
它简直无处不在。我的意思是,我认为这是很多人心里想过但没真正说出口的部分。因此,让一位拥有内部知识的真实人士表达这些担忧,我认为这是一个让人停下来思考的时刻。丽莎,非常感谢你。很感激。这个周六早上我们报道了几项新进展。屏幕上显示的是特朗普总统在爱尔兰的实时画面。
He met with the Irish president other leaders earlier this morning. But the war with Iran is still top of mind. Here's more of what he said moments ago about a crucial pipeline. Lisa just mentioned that came under attack in Saudi Arabia. Is Iran insightful for the attack on the east west pipeline? What do you think Saudi Arabia is to. I think they are probably there, you know, and they're on the balls of their feet right now.
他今早早些时候会见了爱尔兰总统及其他领导人。但与伊朗的战争仍然是人们关注的焦点。以下是他几分钟前关于一条关键管道所说的一些内容。丽莎刚才提到该管道在沙特阿拉伯遭到袭击。伊朗对东西管道的袭击有何见解?你认为沙特阿拉伯在其中扮演什么角色?我想他们可能已经在那里了,你知道,他们现在正严阵以待。
But I think they are they've been in charge of that for a while. We've had, uh, discussions with the who called us and they don't want to fight with us. They let us know. They don't want to fight with me instead of want me to go after. They don't want us to go after them. But they've called and they've talked to us, and they don't want us to. They would much prefer not having us anymore. The president also says Iran is responsible for the attack.
但我认为他们已经掌控该事务有一段时间了。我们与那些打电话给我们的人进行过讨论,他们不想与我们交战。他们让我们知道这一点。他们不想与我交战,而是希望我去打击别人。他们不希望我们去打击他们。但他们打过电话来,也和我们谈过,他们不希望我们这样做。他们更希望不再与我们为敌。总统还表示伊朗应对此次袭击负责。
This comes as Iran's president is in New Delhi right now for that BRICs summit. We mentioned at the top of the show, along with leaders from India, China and many other countries. Now, many of these countries have competing interests, but their goal is to play a larger role in shaping the global agenda and find some common ground. As these conflicts play out in the Middle East and Ukraine and elsewhere around the world.
此时,伊朗总统正在新德里参加金砖国家峰会。我们在节目开头提到,除了印度、中国和其他许多国家的领导人外……如今,这些国家中许多存在利益竞争,但它们的目标是在塑造全球议程中发挥更大作用,并找到共同点,尤其是在中东、乌克兰以及世界其他地区的冲突不断展开之际。
We're going to start this morning with white House correspondent Jeff Mason, who's joining us from Washington. And our senior reporter, Dan Strong will join us. Just a second. He's following the developments out of New Delhi. Uh, Jeff, I know you've been monitoring what the president has been saying this morning. I do want to ask you about the Ireland trip, but first, there are a couple of moments here. I mean, the thing that strikes me is the president saying the who these called us, they don't want to fight with us.
我们今天早上将从白宫记者杰夫·梅森开始报道,他将从华盛顿加入我们。我们的资深记者丹·斯特朗也将加入。稍等一下,他正在跟进来自新德里的最新进展。嗯,杰夫,我知道你一直在关注总统今早所说的话。我确实想问你关于爱尔兰之行,但首先,这里有一些时刻值得注意。我的意思是,让我印象深刻的是总统说的那些打电话给我们的人表示他们不想与我们交战。
They don't want us to go after them. They would much prefer not having us involved. There's this Axios report from earlier in the week that Mohammed bin Salman called the president, asked him to intervene. The president chose not to do that. Do we know why? No. And I it's it's hard to interpret the quotes that he was just making about that. And I guess one way that I would interpret it is that the president for some time now, has been wanting to suggest that the United States is essentially moving on from this war on Iran.
他们不希望我们追击他们。他们更倾向于我们不参与。本周早些时候有一份 Axios 的报道,称穆罕默德·本·萨勒曼给总统打了电话,要求他进行干预。总统选择不这样做。我们知道原因吗?不知道。而且很难解读他对此发表的言论。我想我的一种解读方式是,总统长期以来一直希望暗示美国基本上要从这场对伊朗的战争中脱身。
I was traveling with him this week and asked him if there were going to be talks again to reach a peace deal, and he said, we're really not looking for that, Jeff, i.e. we're not looking for peace talks. So I think it's consistent with that in that he doesn't want to emphasize or bring attention necessarily to what is clearly a very negative development for the United States in this war. And by saying that the Houthis don't want the US to to get involved or to, uh, be in a skirmish with them.
这周我和他一起旅行,我问是否还会有谈判以达成和平协议,他说,杰夫,我们真的不寻求那个,也就是说,我们不寻求和平谈判。所以我认为这与他的立场一致,即他不希望强调或引起人们对这一明显对美国在这场战争中极为不利事态的关注。通过表示胡塞武装不希望美国介入或与他们发生小规模冲突。
Um, I think that's just another way of playing it down. But the reality is this is a major development, and you can see that reflected in the energy markets and in the fact that, uh, oil
嗯,我认为这只是另一种淡化处理的方式。但现实是这是一个重大发展,你可以从能源市场中看到这一点反映出来,以及石油
更进一步:量化金融体系
看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力