美股三大指数集体上涨，比特币突破86000美元
World Leaders Converge on United Nations General Assembly
涵盖美股、债市、大宗与加密核心资产的开盘数据，提供当日多资产类别的基准点位与涨跌幅，适合交易员快速建立市场全景认知。
THIS IS BLOOMBERG BUSINESSWEEK DAILY REPORTING FROM THE MAGAZINE THAT HELPS GLOBAL LEADERS STAY AHEAD WITH INSIGHT ON THE PEOPLE, COMPANIES AND TRENDS SHAPING TODAY'S COMPLEX ECONOMY PLUS GLOBAL BUSINESS, FINANCE AND TECH NEWS AS IT HAPPENS. BLOOMBERG BUSINESSWEEK DAILY WITH CAROL MASSAR AND TIM STENOVEC LIVE ON BLOOMBERG RADIO, TELEVISION AND BLOOMBERG ORIGINALS. CAROL: VERY GOOD AFTERNOON. WE ARE ACROSS BLOOMBERG PLATFORMS, RADIO, YOUTUBE.
这里是彭博商业周刊每日报道，来自那本帮助全球领导者通过洞察塑造当今复杂经济的人物、公司和趋势，以及实时全球商业、金融和科技新闻而保持领先优势的杂志。彭博商业周刊每日节目由卡罗尔·马萨尔和蒂姆·斯滕诺韦克在彭博广播、电视及彭博原创内容中直播。卡罗尔：下午好。我们在彭博各平台——广播、YouTube上播出。
IT IS MONDAY, SEPTEMBER 21. HAPPY FALL, IT IS OFFICIAL. TIM: WE HAVE BEEN SAYING THE END OF SUMMER IS COMING FOR WEEKS. NEW YORK WAS A LITTLE CHILLY TODAY. I WORE PANTS TODAY. CAROL: HE WEARS PANTS EVERY DAY. [LAUGHTER] TIM: SHORTS PANTS AS THEY ARE CALLED. IT IS U.N. ASSEMBLY WEEK IN NEW YORK, REALLY FEELS LIKE FALL IS GETTING KICKED OFF. OUTSIDE THE U.N., YOU HAVE TO SEE IT TO BELIEVE IT. THE SECURITY IS SO INTENSE.
今天是9月21日星期一。秋天正式来临。蒂姆：我们已经说了好几个星期夏天即将结束。今天纽约有点冷。我今天穿了长裤。卡罗尔：他每天都穿裤子。[笑声]蒂姆：他们称之为短裤的裤子。本周是联合国大会周，在纽约，真的感觉秋天开始了。在联合国外面，你必须亲眼看到才能相信。安保措施非常严密。
I SAW FOLKS WITH FULL BIOHAZARD SUITS ON AS I WAS BIKING IN. I WAS ONLY ALLOWED TO BIKE IN BECAUSE CARS WERE NOT ALLOWED. CAROL: I WAS AT 42ND AND 2ND, IT WAS ALL BARRICADED. THEY WERE SHIFTING HOW TO GET INTO THE BUILDING. THERE WERE DELEGATIONS FROM VARIOUS COUNTRIES THERE. IT WAS CRAZY. THIS IS WHY WE LOVE NEW YORK CITY. INTERESTING CONSIDERING THE GLOBAL BACKDROP. TWO WARS THAT CONTINUE TO GO ON LONGER THAN ANTICIPATED.
我骑车进去时看到有人穿着全套生物危害防护服。我只被允许骑车进入，因为不允许汽车进入。卡罗尔：我在42街和第2大道，那里都被路障封锁了。他们在调整进入大楼的方式。各国代表团都在那里。太疯狂了。这就是我们喜欢纽约市的原因。考虑到全球背景，这很有趣。两场战争比预期的持续得更久。
A LOT OF LEADERS IN THE MIDST OF THOSE WARS ARE GOING TO BE IN TOWN. AN INTERESTING, IMPORTANT MEETING BETWEEN PRESIDENT XI AND PRESIDENT TRUMP LATER THIS WEEK. WE WILL TRY TO MAKE SENSE OF IT AND WHAT YOU NEED TO FOCUS ON. STOCKS AND BONDS STARTING THE WEEK ON A POSITIVE NOTE. TIM: THE S&P UP 1.4%, NASDAQ UP MORE THAN 2%, BITCOIN ABOVE 86,000. THE CRYPTO WINTER, IS IT OVER? CAROL: I DON'T KNOW, WTI AND BRENT BELOW $100 A BARREL.
许多身处这些战争中的领导人将来到这座城市。本周晚些时候，习主席与特朗普总统之间有一次重要且有趣的会晤。我们将努力理清头绪，并指出您需要关注的重点。股票和债券以积极的基调开始本周。蒂姆：标普500指数上涨1.4%，纳斯达克指数上涨超过2%，比特币突破86,000美元。加密寒冬结束了吗？卡罗尔：我不知道，WTI和布伦特原油每桶低于100美元。
EASING CONCERNS ABOUT HIGHER ENERGY PRICES, HIGHER INFLATION. WE WILL FILTER THROUGH GLOBAL LEADERS IN TOWN. WHAT MATTERS TO INVESTORS, IRAN, CHINA, WE WILL TRY TO MAKE SENSE OF IT. TIM: ALSO THE ENERGY MARKETS. TOBY BRYCE IS WITH US, PRESIDENT AND CEO OF THE $30 BILLION ENERGY COMPANY. CAROL: AND A DEPUTY LITIGATION PROFESSOR ON THE WHITE HOUSE PRESS BAN. WE ARE TALKING A LOT ABOUT FREE SPEECH. MY UNDERSTANDING THAT IS WHAT AMERICA IS ALL ABOUT.
对能源价格高企和高通胀的担忧有所缓解。我们将梳理在城内的全球领导人的动态。投资者关注的事项包括伊朗和中国，我们将努力理清头绪。蒂姆：还有能源市场。300亿美元能源公司的总裁兼首席执行官托比·布赖斯与我们在一起。卡罗尔：还有一位关于白宫新闻禁令的副诉讼教授。我们谈论了很多关于言论自由的话题。我的理解是，这正是美国的精髓所在。
TIM: THAT WAS BEFORE THE DAYS OF THE ABILITY FOR THE WHITE HOUSE TO GO DIRECTLY TO CONSUMER WITH A NEW APP, I DON'T KNOW IF YOU SAW THIS. CAROL: THE WHITE HOUSE APP IS A THING. LOTS TO COVER IN THE NEXT 60 MINUTES. LET'S GET A CHECK ON TRADE. CHARLIE: HERE IS WHAT IS GOING ON. THE S&P 500 INDEX. AVIATION SPECIFICALLY, DELAYS OF NEW YORK AREA AIRPORTS EXTENDING TO PHILADELPHIA. THE FAA, WE NOW HAVE A REASON, THE FAA SAYS CIRCUIT REPLACEMENT AT A PHILADELPHIA CONTROL CENTER FAILED.
蒂姆：那是白宫能够直接通过新应用面向消费者的时代之前的事，我不知道你是否看到了。卡罗尔：白宫确实有一个应用程序。未来60分钟有很多内容要覆盖。让我们看看贸易情况。查理：以下是正在发生的事情。标普500指数。具体到航空业，纽约地区机场的延误已延伸至费城。美国联邦航空管理局（FAA）表示，我们现在有了一个原因，费城管制中心的电路更换失败。
FLIGHTS TO NEW YORK AIRPORTS DISRUPTED AFTER THE TECHNICAL PROBLEM. A GROUND STOP IN EFFECT AT NEWARK, LAGUARDIA, PHILADELPHIA, WHERE THE CORPORATE JETS COME IN AND OUT OF. NEWARK, THE GROUND STOP IN EFFECT UNTIL 2:45 P.M.. STOCKS HIGHER, WANT TO BEGIN WITH A SPECIFIC PIECE OF CORPORATE NEWS INVOLVING PARAMOUNT SKYDANCE AND WARNER BROS. DISCOVERY. A TOPIC WE WILL BE COVERING THROUGHOUT THE DAY ON BLOOMBERG BUSINESSWEEK DAILY.
由于技术问题，飞往纽约机场的航班受到干扰。纽瓦克、拉瓜迪亚和费城机场实施地面停止令，这些机场是公务机进出频繁的地方。纽瓦克的地面停止令生效至下午2点45分。股市上涨，我们想先从涉及派拉蒙、天空舞者和华纳兄弟探索公司的具体企业新闻开始。这是我们在彭博商业周刊每日节目中全天都会报道的话题。
PARAMOUNT HAS LAWSUITS BROUGHT BY 12 STATE ATTORNEYS GENERAL AND THE WRITERS GUILD, A MOVE THAT WILL ALLOW THE COMPANY TO CLOSE ITS HISTORIC $110 BILLION ACQUISITION OF WARNER BROS. DISCOVERY. PARAMOUNT SKYDANCE UP 1.5%. EARLIER IT WAS UP MORE THAN 10%. WARNER BROS. DISCOVERY HOLDING ONTO A GAIN OF 11%. NETFLIX WHICH WAS INVOLVED EARLY NEGOTIATIONS, NETFLIX UP 2.1%. STOCKS AND BONDS KICKING OFF ON A POSITIVE NOTE, THE DOW UP 0.6%.
派拉蒙面临由12位州总检察长和演员工会提起的诉讼，这一举措将使该公司能够完成其收购华纳兄弟探索公司创纪录的1100亿美元交易。派拉蒙天空舞者股价上涨1.5%。此前涨幅超过10%。华纳兄弟探索公司保持11%的涨幅。网飞曾参与早期谈判，股价上涨2.1%。股票和债券以积极态势开盘，道琼斯指数上涨0.6%。
S&P UP 1.4%. NASDAQ UP 2.1%. NASDAQ 100 UP 2.6%. SOX SURGING THREE POINT PERCENT. TWO YEAR, 4.75%, 30 YEAR 5.3%. GOLD DOWN 43.45 AN OUNCE. WEST TEXAS CRUDE DOWN 4.6%. BRENT AROUND $100 A BARREL. BITCOIN SEARCHING 6% -- SURGING 6%. PARAMOUNT SKYDANCE UP 1%, WARNER BROS. DISCOVERY UP 11%. THAT IS A BLOOMBERG BUSINESS FLASH. CAROL: CHARLIE PELLETT, HAS HE FOUND HIS BITCOIN YET? CHARLIE: I THOUGHT OF THAT, TRYING TO BUY A CHRISTMAS TREE.
标普指数上涨1.4%。纳斯达克指数上涨2.1%。纳斯达克100指数上涨2.6%。SOX指数飙升3个百分点。两年期国债收益率4.75%，30年期国债收益率5.3%。黄金每盎司下跌43.45美元。西德克萨斯中质原油下跌4.6%。布伦特原油每桶约100美元。比特币搜索6%——飙升6%。派拉蒙天空舞者上涨1%，华纳兄弟探索公司上涨11%。这是一条彭博商业快讯。卡罗尔：查理·佩莱特，他找到他的比特币了吗？查理：我想到那个了，当时正试图买一棵圣诞树。
HE SEALED THE DEAL BUT LOST THE KEYS TO HIS WALLET. CAROL: MATTHEW MILLER, COME ON. I THINK HE IS STILL HUNTING FOR THEM. CHARLIE: I WENT TO CHECK ON THE APPROXIMATE DATE WHEN THIS HAPPENED, BITCOIN WAS TRADING AROUND $5,000 A TOKEN. CAROL: THAT IS WHY YOU DON'T WANT TO LOSE, JUST SAYING. TIM: WE LOVE YOU, MATT MILLER. CAROL: WE LOVE YOU TOO, CHARLIE PELLETT. THIS TIME OF YEAR IN NEW YORK CITY, STREETS BLOCKED OFF, BARRIERS, SECURITY ON HIGH ALERT, A LOT OF OFFICIALS COMING IN AND OUT OF THE BLOOMBERG BUILDING AND MEMBERS OF NEW YORK CITY POLICE FORCE ALL OVER MANHATTAN, THE U.N.
他签下了协议，但弄丢了钱包的钥匙。卡罗尔：马修·米勒，拜托。我觉得他还在找呢。查理：我去查了一下这件事发生的大致日期，当时比特币的交易价格约为每枚5000美元。卡罗尔：这就是为什么你不希望丢失它，只是说说而已。蒂姆：我们爱你，马特·米勒。卡罗尔：我们也爱你，查理·佩莱特。每年这个时候在纽约市，街道被封锁，设有路障，安保处于高度警戒状态，许多官员进出彭博大楼，纽约市警察部队遍布曼哈顿各地，以及联合国总部附近。
GENERAL ASSEMBLY GETTING UNDERWAY. TIM: THE U.N. EIGHT HEADQUARTERS IN NEW YORK CITY, MEETINGS AMIDST THE RUSSIAN WAR IN UKRAINE AND THE IRAN WAR. ALSO LEADERS FROM MANY DIFFERENT COUNTRIES HERE IN THE U.S. AND MEETING IN OTHER PLACES, TOO. CAROL: WE WANT TO FIGURE OUT WHAT WE SHOULD BE FOCUSING ON. CHRIS KENNEDY, THAT IS PART OF HIS JOB, THE ECONOMICS STATE CRAFT LEAD AT OUR BLOOMBERG D.C. NEWS BUREAU. THERE IS THE PRESIDENT XI MEETING, HE IS ALSO MEETING THE PRESIDENT OF VENEZUELA.
联合国大会正在进行中。TIM：在纽约市联合国总部，会议在俄罗斯对乌克兰的战争和伊朗战争的背景下举行。此外，许多不同国家的领导人也在美国各地以及其它地方开会。CAROL：我们想弄清楚我们应该关注什么。CHRIS KENNEDY，他是彭博社华盛顿新闻局的经济外交负责人，他的工作的一部分就是处理这些事务。他正在会见习主席，同时也正在会见委内瑞拉总统。
IT IS A GAME OF WHACK-A-MOLE THIS WEEK. WHAT IS TOP OF MIND FOR YOU AND THE TEAM IN D.C. AND OUR REPORTERS AND EDITORS FOLLOWING THE U.N. GENERAL ASSEMBLY THIS WEEK? CHRIS: AS YOU SAID THIS WEEK IS A BIG ONE ON THE FOREIGN POLICY FRONT, WE ARE WATCHING UNGA, A HIGH-LEVEL WEEK AND WE DON'T EXPECT MAJOR PEACE DEALS TO COME OUT OF THIS WEEK OR THE PRESIDENT WOULD LOVE TO HAVE GOOD NEWS ON THE FOREIGN POLICY FRONT. ALWAYS A POSSIBILITY HE COULD GET SOMETHING OR MESSAGE SOMETHING, BUT IN TERMS OF WHAT WE ARE LOOKING AT, WE THINK THE GULF COOPERATION MEETING WILL BE SOMETHING TO WATCH.
这周就像打地鼠游戏一样忙。你和华盛顿团队以及本周跟进联合国大会的记者和编辑们最关心的是什么？CHRIS：正如你所说，这周在外事方面是大事一桩，我们正在关注联大这一高级别的一周，我们不指望这周会有重大的和平协议出台，否则总统会很高兴在外事方面有好消息传来。当然，他有可能获得某些成果或传递某些信息，但就我们关注的重点而言，我们认为海湾合作会议将是值得关注的议题。
IN PARTICULAR, QUESTIONS ABOUT U.S. COMMITMENT POST MIDTERMS. QUESTIONS ABOUT THE EXTENT TO WHICH THE U.S. IS WILLING TO ENGAGE AND DEFEND GULF ARAB ALLIES IN THE REGION, ESPECIALLY AFTER SOME REQUESTS COMING OUT OF RIYADH AND SAUDI ARABIA FROM THE -- FOR THE U.S.. OF COURSE DELCY RODRIGUEZ IS IN TOWN. WE SEE THIS AS THE U.S. TRYING TO PUT HER FOURTH TO THE GLOBAL COMMITTEE -- COMMUNITY AS A LEGITIMATE LEADER OF VENEZUELA AND PERHAPS ATTRACTING INVESTMENT FROM OTHER COUNTRIES.
特别是关于中期选举后美国承诺程度的问题。关于美国愿意多大程度上介入并捍卫该地区阿拉伯海湾盟友的问题，尤其是在利雅得和沙特阿拉伯提出一些请求之后——当然是针对美国的。当然，德尔西·罗德里格斯也在这座城市。我们将此视为美国试图向全球社区将她塑造为委内瑞拉的合法领导人，并可能吸引其他国家的投资。
THEN UKRAINE, RUSSIA, ZELENSKYY AND TRUMP WILL MEET. TRUMP IS VERY CONCERNED ABOUT DIESEL PRICES. WE THINK IT IS UNLIKELY HE CAN SECURE A CEASE-FIRE, PRIMARILY BECAUSE IT WOULD REQUIRE RUSSIA TO STOP ATTACKING. UKRAINE AS FRUSTRATED AS TRUMP IS -- THEN THE BIG MEETING BETWEEN TRUMP AND D.C. IT IS A LOT. WE DON'T EXPECT A TON THERE. WE THINK BOTH SIDES WANT TO MAINTAIN STABILITY. CHINA HAS NO INTEREST IN A BIG SHOCK TO THE RELATIONSHIP BETWEEN THE U.S.
然后是乌克兰、俄罗斯、泽连斯基和特朗普将举行会晤。特朗普非常担心柴油价格。我们认为他不太可能促成停火，主要是因为这将要求俄罗斯停止攻击。尽管特朗普对此感到沮丧——接下来是特朗普与华盛顿方面的重大会晤。情况很复杂。我们不指望有太多实质进展。我们认为双方都希望维持稳定。中国不希望美中关系出现大的震荡，因为中国依赖全球增长来支撑世界各地的出口市场。
AND CHINA BECAUSE THEY DEPEND ON GLOBAL GROWTH HOLDING UP EXPORT MARKETS AROUND THE WORLD. THE U.S. STILL DEPENDS ON CHINA FOR CRITICAL INPUTS LIKE RARE EARTHS. THE PRESIDENT WANTS TO AVOID ADDITIONAL ECONOMIC HEADWINDS BEFORE MIDTERMS. TIM: YOU COVERED A LOT, FORGIVE ME FOR BEING PROVINCIAL AND BRINGING UP THE MAYORS MEETING TODAY WITH PRESIDENT TRUMP SAID TO HAPPEN LATER, THE PRESIDENT ON HIS WAY TO NEW YORK CITY FOR THAT MEETING.
美国仍然依赖中国提供稀土等关键投入品。总统希望在中期选举前避免额外的经济逆风。TIM：你 coverage 的内容很多，请原谅我有些狭隘，提到今天市长会议，特朗普总统说稍后会举行，总统正前往纽约市参加该会议。
FROM A D.C. PERSPECTIVE, WHERE YOU WATCHING THIS? CHRIS: THE MAYORS MEETING. FOR THE PRESIDENT THIS IS AN EXERCISE IN MESSAGING. WE SAW PREVIOUSLY WHEN PRESIDENT TRUMP MET WITH ZOHRAN MAMDANI IT WAS POSITIVELY COVERED BY THE PRESS. CAROL: IT WAS A BROMANCE, JUST GO THERE, WE ARE ALL IN. CHRIS: THE PRESIDENT HAS BEEN VERY FRUSTRATED BY THE WAY THE MEDIA IS COVERING HIM RECENTLY, KICKING AT SOME -- KICKING OUT NEWS OUTLETS FROM WHITE HOUSE ACCESS.
从华盛顿特区视角来看，您在哪里观看这次直播？克里斯：市长会议。对总统而言，这是一次信息传递的演练。此前特朗普总统与佐兰·曼达尼会面时，媒体给予了正面报道。卡罗尔：那是一种兄弟情谊，直接去就行，我们都支持。克里斯：总统最近对媒体的报道方式感到十分沮丧，他正在踢开一些——将一些新闻机构移出白宫采访权限。
IT WILL NOT SOLVE PROBLEMS AND CHALLENGES HE FACES AHEAD OF MIDTERMS NOVEMBER 3. CAROL: ONE THING I WILL ASK YOU AND SOMETHING WE WILL DIG IN ON THE NEXT COUPLE HOURS, IS THE BANNING OF CERTAIN NEWS OUTLETS AND THE LACK OF TV COVERAGE AND NOW THE WHITE HOUSE APP WHERE YOU CAN GO TO FIND OUT WHAT IS GOING ON. THIS IS NOT THE FIRST TIME THE PRESIDENT HAS LOOKED TO BAND MEMBERS OF THE PRESS. WHY IS THIS HAPPENING NOW AMID EVERYTHING GOING ON?
这无法解决他在11月3日中期选举前面临的难题和挑战。卡罗尔：我会问您一个问题，这也是我们将在接下来几个小时深入探讨的内容，即禁止某些新闻机构、缺乏电视报道，以及现在推出的白宫应用程序，您可以通过它了解发生了什么。这不是总统第一次试图禁止记者成员。为什么在一切纷扰之中，现在会发生这种事？
CHRIS: BY ALL ACCOUNTS HE HAS TALKED ABOUT THIS IN THE PAST. HE HAS BEEN WALKED
克里斯：据各方消息，他过去曾谈论过此事。他一直对此
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