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特朗普拒绝伊朗停火提议,中美延长贸易休战两月

Bloomberg This Weekend | Trump Says No Iran Ceasefire, OpenAI Breaking Containment

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地缘冲突与宏观贸易政策双重落地:特朗普拒绝停火改变中东局势预期,中美延长贸易休战直接影响双边资产风险溢价。建议关注能源、大宗商品及跨境供应链相关标的的政策敏感度变化。

DAVID: UP ON THIS WEEKEND, CHINA'S PRESIDENT IS BACK IN BEIJING WITH TWO MORE MEETINGS WITH PRESIDENT TRUMP ON THE BOOKS, WHAT IT MEANS FOR TRADE AND AI. PRES. TRUMP: WE ARE LEADING OVER CHINA BY A LOT. I'M NOT GOING TO STIFLE GROWTH FOR SOMETHING THAT'S GOING TO BE BIGGER THAN THE INDUSTRIAL REVOLUTION. CHRISTINA: BREAKING CONTAINMENT AGAIN. OPENAI SAYS ANOTHER AGENTIC SYSTEM ESCAPE FROM WHAT WAS SUPPOSED TO BE AN INTERNET-PRE-SANDBOX.

大卫:本周末,中国国家主席已返回北京,与特朗普总统还有两场会面安排,这将如何影响贸易和人工智能。特朗普总统:我们在很多方面都大幅领先中国。我不会为了某种比工业革命更宏大的事物而扼杀增长。克里斯蒂娜:再次出现突破管控的情况。OpenAI 表示,另一个代理系统从原本应在互联网前沙盒中隔离的环境中逃逸。

WE HAVE TO GET PEOPLE IN GOVERNMENT THAT CAN UNDERSTAND AND REGULATE THIS TECHNOLOGY. I DON'T KNOW WHAT OTHER OPTION THERE IS. DAVID: PRESIDENT TRUMP REJECTS IRAN'S A SEVEN-DAY CEASE-FIRE PROPOSAL. [INTRO MUSIC] DAVID: BLOOMBERG THIS WEEKEND COMING TO YOU FROM BLOOMBERG'S WORLD HEADQUARTERS IN A RAINY, WINDY NEW YORK CITY. CHRISTINA: QUITE COLD THIS MORNING. I AM CHRISTINA RUFFINI, SATURDAY, SEPTEMBER 26. WELCOME TO OUR VIEWERS AND LISTENERS ACROSS OUR PLATFORMS ON RADIO, TV, STREAMING, BLOOMBERG.COM, THE BLOOMBERG BUSINESS APP.

我们必须让政府中能够理解并监管这项技术的人参与进来。我不知道还有什么其他选择。大卫:特朗普总统拒绝了伊朗提出的七天停火提议。[片头音乐] 大卫:彭博社本周为您从位于风雨交加的纽约市的彭博世界总部发回报道。克里斯蒂娜:今天早上相当冷。我是克里斯蒂娜·鲁菲尼,今天是9月26日星期六。欢迎我们的观众和听众通过广播、电视、流媒体、Bloomberg.com 以及彭博商业应用程序关注我们的节目。

ALL OF OUR TEAMS MADE IT HERE TODAY. THE NOR'EASTER. I DON’'T KNOW IF IT CAME TO FRUITION. DAVID: EARLY DAYS, EARLY HOURS. I'M SURE WE WILL GET UPDATES THROUGHOUT THE SHOW ON THAT. TO HAVE IT NOT WITH SNOW AND ICE BUT WITH RAIN. WE WILL TALK ABOUT THIS. PRESIDENT XI MADE IT TO THE UNITED STATES AND IS AMAZINGLY BACK IN BEIJING ALREADY. THE AGREEMENT WAS TO HAVE ANOTHER CONVERSATION IT SOUNDS LIKE. CHRISTINA: WE SURVIVED THE DIPLOMATIC STORM IN NEW YORK THIS WEEK.

我们今天所有的团队都顺利抵达这里。东北风暴。我不确定它是否如期而至。大卫:时间尚早,清晨时分。我相信我们会在节目中随时更新这方面的情况。这次没有降雪和结冰,而是降雨。我们将对此进行讨论。习主席已抵达美国,并且令人惊讶地已经回到北京。协议似乎是进行另一轮对话。克里斯蒂娜:我们成功挺过了本周在纽约经历的外交风暴。

A SHORT TRIP IN D.C. TO MAKE THE BILATERAL VISIT. WE WILL DIG INTO THAT. LET'S GO TO ALEXIS IN FOR LISA MATEO. ALEXIS: GOOD MORNING. THOUSANDS ARE WITHOUT POWER THIS MORNING AS A POWERFUL NOR'EASTER MAKES ITS WAY UP THE EAST COAST. A STATE OF EMERGENCY HAS BEEN DECLARED FOR NEW YORK CITY, NEW JERSEY, AND LONG ISLAND WHERE WIND GUSTS COULD REACH 70 MILES PER HOUR. HIGH WAVES OF ALREADY FLOODED STREETS INTO INUNDATED SOME HOMES IN SURF CITY, NEW JERSEY.

这是一次前往华盛顿特区的短暂访问,以进行双边访问。我们将深入探讨此事。让我们连线亚历克西斯,接替丽莎·马泰奥。亚历克西斯:早上好。今晨数千户家庭停电,一场强烈的东北风暴正沿美国东海岸北上。纽约市、新泽西州和长岛已宣布进入紧急状态,阵风风速可能达到每小时70英里。巨浪已将街道淹没,新泽西州冲浪城的一些房屋已被洪水侵袭。

THE FIRST MAJOR STORM OF THE SEASON HAS ALSO CANCELED DOZENS OF LIGHTS AT AIRPORTS IN NEW YORK, NEW JERSEY, BOSTON, AND SEVERAL MAJOR EVENTS HAVE BEEN CANCELED, INCLUDING THE GLOBAL CITIZEN FESTIVAL IN CENTRAL PARK AND THE OCEAN'S CALLING MUSIC FESTIVAL IN OCEAN CITY, MARYLAND. PRESIDENT TRUMP REPORTEDLY DECLINED IRAN'S PROPOSAL FOR A CEASE-FIRE AND EXPECTS TO RESUME BOMBING IRAN AFTER THE MIDTERM ELECTIONS. THE WALL STREET JOURNAL REPORTS PRESIDENT TRUMP IS SKEPTICAL ABOUT IRAN'S WILLINGNESS TO MEET HIS DEMANDS.

本季首场重大风暴还导致纽约、新泽西、波士顿等地机场数十架航班取消,包括中央公园的全球公民音乐节(Global Citizen Festival)和马里兰州海洋城的海洋呼唤音乐节(Ocean's Calling Music Festival)在内的多项大型活动也已取消。据报道,特朗普总统拒绝了伊朗的停火提议,并预计将在中期选举后恢复对伊朗的空袭。《华尔街日报》报道,特朗普总统对伊朗满足其要求的意愿持怀疑态度。

THE TWO COUNTRIES ARE NEGOTIATING MATTERS, INCLUDING IRAN'S NUCLEAR PROGRAM, WITH WASHINGTON TELLING TEHRAN THAT TRUMP DOESN'T INTEND TO LIFT THE MARITIME EMBARGO. PRESIDENT TRUMP SAYS THE U.S. AND CHINA MADE "TREMENDOUS STRIDES" THIS WEEK AT THEIR SUMMIT IN WASHINGTON WHILE XI JINPING DESCRIBED THE RELATIONSHIP AS ONE OF "STRATEGIC STABILITY." THE TWO SIDES AGREED TO EXTEND THE TRADE TRUCE BY TWO MONTHS PUSHING THE CURRENT DEAL INTO NEXT YEAR.

两国正在就包括伊朗核计划在内的事项进行谈判,华盛顿告诉德黑兰,特朗普无意解除海上禁运。特朗普总统表示,美国和中国在华盛顿举行的峰会上取得了“巨大进展”,而习近平将两国关系描述为“战略稳定”。双方同意将贸易休战期延长两个月,将目前的协议延续至明年。

PRESIDENT TRUMP SAID HE WOULD MEET WITH PRESIDENT XI AFTER THE MIDTERMS AND AGAIN AT THE G20 IN DECEMBER. THE WHITE HOUSE HAS BLOCKED CNN FROM PORTING AIR FORCE ONE TODAY FOR A TRIP TO TENNESSEE WHERE THE PRESIDENT WILL ATTEND AT THE MARQUEE COLLEGE FOOTBALL GAME BETWEEN NUMBER ONE TEXAS AND NUMBER 14 TENNESSEE. CNN WILL BE REPLACED BY THE CONSERVATIVE RAILAMERICA'S VOICE NEWS FOLLOWING A TEMPORARY RESTRAINING ORDER THAT TEMPORARILY RESTORED MEDIA CREDENTIALS FOR CNN, MS NOW, AND POLITICO AFTER PRESIDENT TRUMP-VANCE AT THOSE OUTLETS LAST WEEK.

特朗普总统表示,他将在中期选举后与习近平主席会面,并在12月的G20峰会上再次会晤。白宫阻止CNN今天转播空军一号前往田纳西州的行程,总统将出席排名第一的德克萨斯大学与排名第十四的田纳西大学之间的标志性大学橄榄球比赛。在特朗普-万斯总统上周撤销这些媒体的资质后,一项临时禁令暂时恢复了CNN、MSNBC和POLITICO的媒体资质,随后CNN将由保守派RailAmerica的Voice News取代。

THE WHITE HOUSE OFFERING ASSURANCES THAT THE TRUMP ADMINISTRATION WILL NOT BAN U.S. DIESEL EXPORTS, AN IDEA THAT FACED FIERCE OPPOSITION SINCE PRESIDENT TRUMP FIRST SUGGESTED IT THIS WEEK. THE ADMINISTRATION SAYS IT IS LOOKING FOR WAYS TO CUT DIESEL PRICES BECAUSE THEY ARE HITTING RECORD HIGHS. POSSIBLE OPTIONS INCLUDE SUSPENDING TAXES ON THE FUEL AND REMOVING RESTRICTIONS ON SALES. THIS IS BIG NEWS FOR FARMERS AND TRUCKERS IN THIS COUNTRY.

白宫提供保证,称特朗普政府不会禁止美国柴油出口,这一想法自本周特朗普总统首次提出以来就遭到了强烈反对。政府表示,他们正在寻找降低柴油价格的方法,因为柴油价格正创下历史新高。可能的选择包括暂停对燃料征税并取消销售限制。这对美国的农民和卡车司机来说是重大新闻。

DAVID: LOOKING FOR SHORT-TERM SOLUTIONS APPROACHING THE ELECTIONS WITH PEOPLE FEELING THE PAIN ACUTELY. CHRISTINA: IN A FEW HOURS CHINA'S VICE PRESIDENT IS EXPECTED TO SPEAK AT THE UNITED NATIONS. WE MENTIONED CHINESE PRESIDENT XI JINPING DIDN'T ATTEND THE GENERAL ASSEMBLY. HE WENT TO WASHINGTON INSTEAD. DAVID: IT IS GREAT TO SPEAK WITH YOU. THE PRESIDENT GIVING XI JINPING THE STATUE OF AN EAGLE AND A PHOTO ALBUM SUMMARIZING THE TRIP THEY HAD IN WASHINGTON, D.C..

大卫:寻求短期解决方案,以应对选民在选举期间感受到的痛苦。克里斯蒂娜:几小时后,中国副主席预计将在联合国发表讲话。我们曾提到中国国家主席习近平没有出席大会,而是去了华盛顿。大卫:很高兴与您交谈。总统向习近平赠送了一只鹰的雕像和一本总结他们在华盛顿特区访问的相册。

THERE IS THE PROSPECT OF PANDAS AT THE ZOO IN ATLANTA. CHRISTINA: DO YOU KNOW HOW MANY TIMES I HAD TO COVER THE PANDAS IN WASHINGTON, D.C.? DAVID: WE ALL OF THE PANDAS. WHAT DON'T WE KNOW RIGHT NOW?

亚特兰大动物园有望迎来大熊猫。克里斯蒂娜:你知道我在华盛顿特区报道过多少次大熊猫吗?大卫:我们都关注大熊猫。我们现在还不知道什么?

WHAT'S NOT TO LIKE ABOUT PANDAS? NO DOUBT. GOING INTO THIS WE HAVE NO EXPECTATIONS FOR THE SO-CALLED STATE DEPARTMENT PARLANCE OF DELIVERABLES. XI JINPING WAS COMING TO WASHINGTON. HE WASN'T BRINGING A BUSINESS DELEGATION. I NEVER THOUGHT HE WOULD BRING A BIG BUSINESS DELEGATION, ESPECIALLY THE CHAIRMAN OF BYD, THE EV MAKER, OR OTHERS. XI JINPING WAS DIPPING HIS TOES INTO THE WATER TO GAUGE THE TEMPERATURE IN WASHINGTON AHEAD OF THOSE MIDTERMS THAT YOU'RE TALKING ABOUT.

熊猫有什么不讨人喜欢的呢?毫无疑问。进入这次会谈时,我们对所谓的国务院式“成果清单”不抱任何期望。习近平要来华盛顿。他没有带商业代表团。我从没想过他会带大型商业代表团,尤其是电动汽车制造商比亚迪的董事长或其他人士。习近平是在试水,在你们提到的中期选举之前,探测华盛顿的水温。

WHAT WILL BE THE INVESTMENT CLIMATE FOR CHINESE INVESTMENT IN THE UNITED STATES NOW AND ALLUDING TO THE FACT THAT THEY BOTH AGREED THEY WOULD PROBABLY NEED A COUPLE MORE TIMES. WE GOT THE NEWS ALREADY THAT THEY WOULD MEET IN TWO MONTHS AT AIPAC IN SOUTHERN CHINA ACROSS THE BORDER FROM HONG KONG AND THEY WILL MEET AT THE G20 IN FLORIDA. THEY HAVE MORE RUNWAY TO TEST THE TEMPERATURE AND THAT'S WHY THERE WASN'T A LOT OF BUSINESS DEALS DONE EVEN THOUGH THE GALA DINNER AT THE WHITE HOUSE A COUPLE OF NIGHTS AGO ESSENTIALLY WAS JUST A BIG COLLECTION OF AMERICA' IS BIG TECH COMPANIES, WHETHER IT WAS ELON MUSK AND MARK ZUCKERBERG AND JENSEN HUANG BUT NO CHINESE BUSINESS LEADERS.

现在中国在美国的投资环境会怎样,而且暗示双方都同意他们可能还需要再谈几次。我们已经得知消息,他们将在两个月后于华南靠近香港的AIPAC会议上会面,还将在佛罗里达的G20峰会上会面。他们有更多时间试探水温,这就是为什么没有达成太多商业交易,尽管几天前白宫的盛大晚宴基本上只是美国大型科技公司的一次大聚会,无论是埃隆·马斯克、马克·扎克伯格还是黄仁勋,但没有中国商界领袖出席。

THE READOUTS ARE STARTING TO COME OUT NOW. IT IS SAYING THE RIGHT THINGS ABOUT A NEW ERA OF U.S.-CHINA RELATIONS, ETC., ETC., BUT THEY'RE STARTING TO FLESH OUT IS THERE MEET ON THE BONES OF THIS BOARD OF TRADE? THERE IS A DEAL ANNOUNCED ABOUT CHINA BUYING 10 MILLION METRIC TONS OF COAL FROM THE UNITED STATES NEXT YEAR, AND AGAIN THE FOLLOWING YEAR. THERE ARE AGREEMENTS ON CONTINUING TALK ABOUT AGRICULTURE PRODUCTS, AND AS FAR AS THE LIKE FOR LIKE $30 BILLION WORTH OF NON-SENSITIVE GOODS THAT CAN BE RECEIVING EITHER MOST FAVORED NATION STATUS OR REDUCED TARIFFS ON THINGS LIKE CAR SEATS, TOYS, AND NON-SENSITIVE GOODS FROM CHINA AND FROM THE UNITED STATES GOING TO CHINA, SEAFOOD, TIMBER, AGRICULTURAL PRODUCTS.

公报现在开始陆续发布。它正在就美中关系的新时代等说正确的话,但他们开始充实这次会谈的实质内容。有一项协议宣布中国明年将从美国购买1000万吨煤炭,次年再购买1000万吨。还有关于继续讨论农产品的协议,以及关于价值300亿美元的非敏感商品的对等安排,这些商品可以获得最惠国待遇或降低关税,涉及汽车座椅、玩具等来自中国的非敏感商品,以及从美国出口到中国的海产品、木材和农产品。

COMING OUT OF IT THERE WASN'T A LOT FOR MIDWEST FARMERS OR THE LIKE TO REALLY HANG THEIR HAT ON AND SAY THIS WAS A SUCCESSFUL SUMMIT. CHRISTINA: THE PRESIDENT SAID THERE WOULD BE GOOD NEWS FOR FARMERS BUT WE HAVEN'T SEEN THAT COME TO FRUITION YET. YOU MENTIONED THE MIDTERMS WHICH IS INTERESTING TO ME BECAUSE THIS WEEK WITH EVERYONE TALKING ABOUT IRAN PEOPLE WERE OPENLY SAYING THE PRESIDENT AND THE MIDTERMS WERE PLAYING INTO HOW IRAN THINKS THEY CAN PRESSURE THE ADMINISTRATION, THE TIMELINE FOR THE NEGOTIATIONS, HOW THEY'RE TRYING TO USE THAT TO THEIR ADVANTAGE.

会谈结束后,中西部农民等人并没有太多可以引以为傲并宣称这次峰会成功的东西。克里斯蒂娜:总统说会有对农民的好消息,但我们还没有看到这成为现实。你提到中期选举,这对我来说很有趣,因为本周大家都在谈论伊朗时,人们公开表示总统和中期选举正在影响伊朗对如何施压美国政府的判断、谈判时间表,以及他们如何试图利用这一点来为自己谋利。

IT'S INTERESTING THAT PRESIDENT XI IS WATCHING THAT AS WELL. THOSE TWO CONFLICTS ARE RELATED. WE HAD THE U.S. AMBASSADOR TO CHINA TALKING ABOUT WHAT TRUMP REPORTEDLY ASKED PRESIDENT XI TO HELP WITH IN IRAN.

有趣的是,习近平主席也在关注此事。这两场冲突是相互关联的。我们曾听到美国驻华大使谈及据报道特朗普请求习近平主席在伊朗问题上提供帮助。

WE MADE IT CLEAR THAT ANY HELP THEY WOULD GIVE IRAN, DIRECT OR INDIRECT, INTELLIGENCE OR PARTS OR MILITARY EQUIPMENT WAS UNACCEPTABLE. PRESIDENT TRUMP MADE THAT CLEAR AGAIN YESTERDAY. CHRISTINA: WHAT HAS THE LEVEL OF SUPPORT BEEN FOR IRAN? ARE THEY LIKELY TO AGREE TO THIS? WHAT WOULD THEY WANT IN RETURN IF THEY AGREED TO HELP WITH THIS CONFLICT? STEPHEN: THE CHINESE KEEP THEIR CARDS CLOSE TO THEIR CHEST ON THESE KINDS OF DIPLOMATIC OBJECTIVES.

我们已明确表示,他们向伊朗提供的任何帮助,无论是直接的还是间接的,无论是情报、零部件还是军事装备,都是不可接受的。特朗普总统昨天再次明确了这一点。克里斯蒂娜:对伊朗的支持程度如何?他们有可能同意这一点吗?如果他们同意帮助解决这场冲突,他们会想要什么回报?斯蒂芬:中国在这些外交目标上守口如瓶。

NO DOUBT BEIJING IS OFFERING AT LEAST MORAL SUPPORT. MILITARY SUPPORT IS QUESTIONABLE, BUT YOU MENTIONED THE SATELLITE IMAGERY THAT WERE POSSIBLE USED BY THE IRANIANS ON ATTACKS THAT KILLED AMERICAN SOLDIERS. THAT IS A CONTENTIOUS POINT, NO DOUBT. BEFORE THE WAR THE CHINESE WERE BUYING, YOU KNOW, THE BULK -- I DON'T KNOW THE EXACT FIGURE -- BUT THE BUL

毫无疑问,北京至少提供了道义上的支持。军事支持则值得怀疑,但你提到了可能被伊朗人用于袭击美军士兵的卫星图像。这无疑是一个争议点。战前,中国在购买——你知道,大部分——我不知道确切数字——但大部分

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