沙特阿美总部遭胡塞武装导弹袭击起火
Saudi Aramco Headquarters Hit During Houthi Attacks
地缘冲突直接冲击全球核心能源资产，可能改变油价预期与通胀路径，需密切关注后续供应中断风险。
THIS IS "BALANCE OF POWER" FROM WASHINGTON, D.C. KAILEY: ESCALATION RISK. SOURCES TELLING BLOOMBERG SAUDI ARAMCO HEADQUARTERS WAS HIT BY A MISSILE ATTACK, SPARKING A FIRE. THE STRIKE IS PART OF A WIDER BARRAGE TARGETING SEVERAL SAUDI CITIES. WE WILL SPEAK TO KEVIN BOOK ABOUT THE POTENTIAL MARKET IMPACT AND JAMES JEFFREY ON THE GLOWING RISK OF A WIDER REGIONAL CONFLICT. PRESIDENT TRUMP HEADING TO ALASKA, THE STATE HE WON BY DOUBLE DIGITS TWO YEARS AGO, TO COMPANION FOR SENATOR DAN SULLIVAN AS HIS RACE TIGHTENS.
这是来自华盛顿特区的“权力平衡”节目。凯利：升级风险。消息人士告诉彭博社，沙特阿美总部遭到导弹袭击并引发火灾。此次打击是针对多个沙特城市的更广泛攻击的一部分。我们将与凯文·布克探讨潜在的市场影响，并与詹姆斯·杰弗里探讨更广泛地区冲突的显著风险。特朗普总统前往阿拉斯加，该州他在两年前以两位数的优势获胜，他将陪同参议员丹·沙利文竞选，随着其选情收紧。
WE WILL LOOK AT THE INCREASINGLY COMPETITIVE SENATE MAP WITH REPUBLICAN SENATE CANDIDATE JULIA LETLOW. THE WHITE HOUSE HAS ASKED KIMBERLY GUILFOYLE TO RESIGN AS U.S. AMBASSADOR TO GREECE FOLLOWING REPORTS OF MISCONDUCT INVOLVING THE LONGTIME TRUMP ALLY. SHE ACKNOWLEDGED HER TIME AS INVESTOR MAY BE COMING TO AN END BUT PUSHING BACK ON THE ALLEGATIONS, CALLING THEM FALSE AND VOWING TO DEFEND HER REPUTATION. FROM BLOOMBERG'S WASHINGTON, D.C.
我们将审视日益激烈的参议院选情地图，共和党参议员候选人朱莉娅·莱特洛将参与讨论。白宫要求金伯利·吉尔福伊尔辞去美国驻希腊大使职务，此前有报道称她涉及不当行为，她是长期支持特朗普的盟友。她承认自己作为投资者的任期可能即将结束，但反驳了这些指控，称其为虚假，并誓言捍卫自己的声誉。来自彭博社华盛顿特区报道。
STUDIOS TO OUR TV AND RADIO AUDIENCES, WELCOME. I'M KAILEY LEINZ ALONGSIDE JOE MATHIEU. JOE: WE BEGIN WITH THE TRUMP WHITE HOUSE ON DEFENSE FOLLOWING THE PRESIDENT'S DIESEL DEAL WITH RUSSIA, AS HIGH OIL PRICES PERSIST JUST THREE WEEKS UNTIL ELECTION DAY. THE PRESIDENT HEADING TO ALASKA, CAMPAIGNING FOR DAN SULLIVAN, BEFORE MOVING ONTO ARIZONA AND MONTANA TOMORROW. HIGH PRICES CONTINUE TO BE A PRESSING ISSUE IN RACES NATIONWIDE, EVEN AS THE FUEL DEAL WITH MOSCOW GET BIPARTISAN REBUKE.
向我们的电视和广播观众致意，欢迎收看。我是凯利·莱因茨，与乔·马修斯一起主持。乔：我们从特朗普白宫的防御姿态开始报道，在总统与俄罗斯达成柴油协议后，距离选举日仅剩三周，高油价持续存在。总统前往阿拉斯加，为丹·沙利文进行竞选活动，明天将转赴亚利桑那州和蒙大拿州。高油价继续成为全国各选战中的紧迫问题，尽管与莫斯科的燃料协议遭到两党批评。
STILL, THE PRESIDENT SAYS THE DEAL HAS HELPED LOWER DIESEL COSTS.
尽管如此，总统表示该协议有助于降低柴油成本。
IT IS A WAY OF GETTING A LOT OF OIL OUT TO THE WORLD. IT IS NOT A DEAL FOR ME, IT IS A DEAL FOR THE WORLD. IT BROUGHT UP PRICES. THE OIL DEAL BROUGHT UP PRICES, BUT THAT IS A WORLD DEAL, NOT A USA DEAL. JOE: DIESEL PRICES HAVE NOT FALLEN SINCE IT DEAL WAS ANNOUNCED LAST WEEK. THE PRICE OF GASOLINE HAS NOW STAYED ABOVE FOUR DOLLARS A GALLON FOR THE LONGEST NUMBER OF DAYS SINCE THE RECORD SET IN 2022. JOINING US NOW FOR MORE IS BLOOMBERG'S JEFF MASON WHO IS LIVE AT THE WHITE HOUSE.
这是一种让大量石油进入全球市场的方式。这不是为我个人的协议，而是为全球达成的协议。它推高了价格。石油协议推高了价格，但那是全球协议，不是美国的协议。乔：自上周宣布该协议以来，柴油价格并未下跌。汽油价格连续多日保持在每加仑四美元以上，创下自2022年以来的最长纪录。现在加入我们要更多分析的嘉宾是彭博社的杰夫·梅森，他正在白宫现场报道。
AS THE PRESIDENT MAKES HIS WAY TO ALASKA, WHAT WILL BE HIS MESSAGE TONIGHT? JEFF: IT IS ALL RELATED. THE PRESIDENT'S MAIN MESSAGE NOW IS HE WANTS TO UNDERSCORE WHAT HE VIEWS ARE HIS ACCOMPLISHMENTS AND THE REASON FOR VOTERS TO COME OUT AND VOTE FOR REPUBLICANS. BUT IT COMES AT A TIME THAT POLLING SHOWS PEOPLE AROUND THE COUNTRY, INCLUDING IN THESE DEEPLY RED STATES LIKE ALASKA, ARE NOT ONLY SKEPTICAL ABOUT THE PRESIDENT'S AGENDA, BUT ALSO NOT HAPPY ABOUT THE PRESIDENT'S AGENDA.
随着总统前往阿拉斯加，他今晚的主要信息是什么？杰夫：这一切都相互关联。总统目前的主要信息是他希望强调他认为自己的成就，以及选民出来投票给共和党的理由。但此时民调显示，全国各地的人们，包括在这些深红州如阿拉斯加，不仅对总统的议程持怀疑态度，而且也不满意总统的议程。
SO, IT IS CERTAINLY A TRICKY TIME FOR HIM TO MAKE THAT PITCH, BUT HE'S DOING IT AND THE WHITE HOUSE HAS SAID HE WILL DO A BIG TRAVEL PUSH AND THAT IS WHAT WE SEE HIM DOING WITH THE ALASKA TRIP, AND MONTANA, AND THEN A BUNCH MORE STATES AS WELL. KAILEY: WE EXPECT WE WILL SEE HIM DOING MORE OF THAT IN THESE NEXT THREE WEEKS UNTIL MIDTERM DAY. I WOULD ALSO LIKE TO ASK YOU ABOUT WHAT MIGHT HAPPEN AFTER THE MIDTERMS IN TERMS OF THE U.S.
因此，他在这个时间点提出这一主张确实棘手，但他正在这么做。白宫表示他将进行大规模的旅行推广活动，我们看到他在阿拉斯加之行、蒙大拿州之行以及随后多个州的行程中正是如此行事。凯利：我们预计在未来三周直到中期选举日，我们会看到更多此类活动。我还想问问你关于中期选举后美国可能发生的事情。
BEING KINETICALLY INVOLVED IN THE MIDDLE EAST, AS WE SEE REPORTS OF A HOUTHI MISSILE ATTACK WOULD HIT THE HEADQUARTERS OF SAUDI ARAMCO. THE PRESIDENT POSTED ABOUT THE NOTION THAT THE HOTUHIS ARE TRYING TO DRIVE UP OIL PRICES WERE FOR THE MIDTERMS BUT HE WILL BE THERE AFTER THEM. DOES THAT MEAN THE PRESIDENT IS SERIOUSLY CONSIDERING JOINING THE SAUDI EFFORT? JEFF: HARD TO SAY. WITH REGARDS TO AFTER THE MIDTERMS, LET'S KEEP IN MIND HE HAS BEEN SETTING THAT IS THE TIMEFRAME FOR A LOT OF POLICIES.
在中东保持军事介入，正如我们看到胡塞武装导弹袭击沙特阿美总部报道的那样。总统曾发帖称胡塞武装试图推高油价是为了影响中期选举，但中期选举后他仍会在那里。这是否意味着总统正认真考虑加入沙特方面的努力？杰夫：很难说。关于中期选举后的情况，请记住他一直将那个时间段设定为许多政策的时间框架。
HE HAS BEEN SAYING THAT GASOLINE PRICES WILL COME DOWN AFTER THE MIDTERMS. HE HAS SAID THE IRAN WAR AND AFTER THE MIDTERMS. IT SEEMS TO ME NOW WHERE HE GOES VERBALLY WHEN HE'S ASKED ABOUT SOME OF THESE BIGGER CONFLICTS AND ISSUES THAT ARE AFFECTING NOT ONLY THE MIDTERMS BUT HIS PRESIDENCY BROADLY. IT IS CERTAINLY A BIG ISSUE FOR HIM AND UNDERSCORES CONCERN WITHIN THE U.S. PUBLIC ABOUT THE U.S. PERHAPS GETTING TIED UP IN ANOTHER FOREIGN CONFLICT.
他一直在表示汽油价格将在中期选举后下降。他还提到伊朗战争以及中期选举后的情况。在我看来，现在当他被问及一些不仅影响中期选举而且广泛影响其总统任期的大冲突和问题时，他的言辞走向如何。这对他来说无疑是一个大问题，并凸显了美国公众对美国可能卷入另一场外国冲突的担忧。
JOE: JEFF, THERE IS A NEW PRESS SECRETARY TODAY. WE SAW HER FIRST PRESS BRIEFING. DID NOT LAST VERY LONG. SHE WAS ON THE BOOK FOR MOST OF IT AND ONLY TOOK THREE QUESTIONS. IS THAT WHAT WE SHOULD EXPECT WITH THE WAR UNFOLDING IN THE FINAL THREE WEEKS OF THE CAMPAIGN? HAS THERE BEEN ANY COMMITMENT TO BRIEF THE PRESS CORPS, INCLUDING YOURSELF, ON A REGULAR BASIS? JEFF: I HAVE NOT HEARD A COMMITMENT SPECIFICALLY ABOUT THAT IN TERMS OF WHAT SHE WILL DO.
乔：杰夫，今天有一位新的新闻秘书。我们看到了她的首次新闻发布会。持续时间不长。她大部分时间都在那里，只回答了三个问题。在竞选最后三周局势不断发展的情况下，这就是我们应该预期的吗？是否有承诺定期向包括你在内的记者团进行简报？杰夫：我没有听到关于她将具体做什么的承诺。
IT IS INTERESTING THE TIMING. THE PRESIDENT HAS IN RECENT WEEKS SORT OF GRIPED ABOUT THE FACT HE DOES NOT THINK THEIR MESSAGING HAS BEEN GOOD. LET'S BE CLEAR, PRESIDENT TRUMP IS HIS OWN BIGGEST MESSENGER. HE RUNS HIS OWN COMMUNICATION STRATEGY, AND THE SAME WAY THAT HE'S BASICALLY HIS OWN CHIEF OF STAFF. HE CLEARLY DECIDED HE WANTED TO HAVE A PRESS SECRETARY AFTER KAROLINE LEAVITT STEPPED DOWN. DIDN'T TAKE MANY QUESTIONS, ONLY THREE FROM VERY CONSERVATIVE OUTLETS, TRADITIONALLY CONSERVATIVE OUTLETS.
时机很有趣。总统在最近几周抱怨过他认为他们的信息传播效果不佳。让我们明确一点，特朗普总统是他自己最大的宣传者。他运行自己的沟通策略，就像他基本上是自己幕僚长一样。显然，在卡罗琳·莱维特辞职后，他决定想要一位新闻秘书。没有接受太多提问，只有来自非常保守的传统保守媒体的三个问题。
AND THEN AS SHE WAS LEAVING AND CONCLUDING HER BRIEFING, SHE SAID YOU CAN DIRECT YOUR QUESTIONS TO THE PRESIDENT. [LAUGHTER] JOE: MAYBE THAT IS THE WAY IT WILL BE THE NEXT TWO YEARS. WE WILL FIND OUT TOGETHER WITH THE HELP OF JEFF MASON. THANK YOU FOR THE UPDATE. AS WE TURN TO WALL STREET KICKING EARNINGS REPORTING SEASON WITH SOME MODEST LOSSES. THE S&P 500 DOWN TWO POINTS, NASDAQ DOWN 42 POINTS WITH TRADERS KEYING OFF THE FIRST ROUND OF BIG BANK EARNINGS AND STILL WATCHING A DEEPENING SELLOFF FOR CHIPMAKERS.
然后，在她离开并结束简短简报时，她说你们可以向总统提问。[笑声] 乔：也许未来两年就是这样。我们将与杰夫·梅森一起揭晓答案。感谢更新。当我们转向华尔街的财报季，出现了一些 modest 亏损。标普500指数下跌2点，纳斯达克指数下跌42点，交易员们正根据首批大型银行财报做出反应，同时密切关注芯片制造商持续加剧的抛售潮。
WE TURNED NOW TO POWER MOVES, LIVE FROM WORLD HEADQUARTERS IN NEW YORK.
我们现在转向重磅新闻，直播来自位于纽约的世界总部。
STOCKS BOUNCE FROM SESSION LOWS TODAY ON SPECULATION THE FEDERAL RESERVE WILL NOT BE AS AGGRESSIVE AS EXPECTED IN THEIR HIKING CAMPAIGN. THIS HELPS OFFSET WORRIES ABOUT ELEVATED OIL PRICES AND GENERALLY THE OUTLOOK ABOUT ARTIFICIAL INTELLIGENCE. BANK EARNINGS, THE BIG TOPIC TODAY. WHAT WE'VE SEEN IS THAT EQUITIES TRADING IN THE FIRST NINE MONTHS OF THE YEAR HAS BEEN $66 BILLION OF REVENUE FOR THE TOP FIVE. THAT HAS BEEN A LOT MORE THAN FIXED INCOME.
今日股市从盘中低点反弹， speculation 美联储在加息行动中不会如预期那般激进。这有助于抵消对油价高企以及人工智能前景的一般性担忧。银行财报是今天的热门话题。我们看到的是，今年前九个月股票交易为前五名银行带来了660亿美元的收入。这比固定收益业务要多得多。
WHAT WE SAW IN EARNINGS, FIXED INCOME HAS BEEN THE SOFT SPOT. JP MORGAN FIXED INCOME TRADING FELL 4%. SIMILAR STORY FOR GOLDMAN SACHS WHERE FIXED INCOME TRADING CAME AROUND $3.5 BILLION BUT THIS IS SIGNIFICANTLY LESS THAN WHAT WALL STREET WAS EXPECTING. OF COURSE, EQUITY TRADING BLUE PAST ESTIMATES AT GOLDMAN. OUTSIDE OF BANKS, WE HAD BUMBLE BEING TAKEN PRIVATE. THE PRICE TAG IS $1.3 BILLION. THIS IS A LOT LESS THAN THE COMPANY VALUATION WHEN IT WENT PUBLIC IN 2021.
我们在财报中看到，固定收益业务一直是薄弱环节。摩根大通固定收益交易下降了4%。高盛的情况类似，其固定收益交易约为35亿美元，但这远低于华尔街的预期。当然，高盛的股票交易表现超出了预期。除银行外，我们有Bumble被私有化收购的消息。价格标签为13亿美元。这远低于该公司2021年上市时的估值。
PERHAPS A LOT OF THE YOUNG USERS ARE SOURING ON THOSE DATING APPS. GOING BACK TO BANKS. WHAT WE WILL SEE TOMORROW, MORGAN STANLEY AND BANK OF AMERICA. HIGH EXPECTATIONS FOR BANK OF AMERICA. WE HEARD SOME REPORTS THAT THE TREASURY HAS FINED THE BANK MORE THAN $1 BILLION. THIS COMES TO MONEY LAUNDERING AND OTHER SANCTIONS, SO EVERYONE WILL BE WATCHING THIS AS BREAKING NEWS ON THE TOPIC AND WE WILL LEARN MORE. TOMORROW COME MUCH AWAITED CPI REPORT.
也许许多年轻用户正在对这些约会应用感到失望。回到银行业。明天我们将看到摩根士丹利和美国银行的财报。对美国银行的期望很高。我们听到一些报道，称财政部对该银行处以超过10亿美元的罚款。这涉及洗钱和其他制裁问题，因此所有人都会将此作为头条新闻关注，并将了解更多详情。明天还将发布备受期待的CPI报告。
INFLATION TRADERS WILL BE PARSING THROUGH THAT DATA AND SEEING WHAT IT MEANS FOR THE FEDERAL RESERVE GOING FORWARD AND WHAT IT MEANS FOR THE NEXT RATE HIKE. BACK TO YOU. KAILEY: THANK YOU SO MUCH. AS WE CONSIDER THAT CPI REPORT TOMORROW, ENERGY IS GOING TO BE A FACTOR THAT WE ARE WATCHING IN IT, WHICH BRINGS US BACK TO WHAT WE WERE TALKING IN THE MIDDLE EAST AND THE NEWS WE GOT THIS EVENING ABOUT A MISSILE ACTUALLY HAVING STRUCK THE HEADQUARTERS OF SAUDI ARAMCO IN THE EASTERN PART OF SAUDI ARABIA THAT HUGS THE COAST OF THE PERSIAN GULF, WHICH SPEAKS TO THE ESCALATION RISK HERE.
通胀交易员将仔细分析这些数据，并评估其对美联储未来政策以及下一次加息意味着什么。回到你那里。凯利：非常感谢。在考虑明天的CPI报告时，能源将成为我们关注的一个因素，这让我们回到了之前讨论的中东局势，以及今晚收到的关于一枚导弹实际上击中沙特阿美总部（位于紧邻波斯湾海岸的沙特东部地区）的消息，这表明了该地区升级的风险。
THE NOTION THAT IF THIS WERE TO EXPAND TO ACTUAL ENERGY INFRASTRUCTURE, IT WOULD BE MORE DISRUPTIVE. A SECONDARY CONDUIT FOR OIL AND ENERGY SUPPLIES TO GET OUT OF MIDDLE EAST AND THE DIFFICULTIES IN THE STRAIT OF HORMUZ. IT HAS THE POWER TO POTENTIALLY RAISE ENERGY PRICES AGAIN, AND IT OBVIOUS HE CAN HAVE AN INFLATIONARY EFFECT. JOE: THE PSYCHOLOGICAL EFFECT KNOWING IT IS NOT AIMED AT INFRASTRUCTURE COULD BE REAL BY THE TIME SAUDI ARABIA WILL BE RESPONDING.
如果这种情况扩展到实际的能源基础设施，其破坏性会更大。这是石油和能源供应从中东流出的次要通道，以及霍尔木兹海峡面临的困难。它有可能再次推高能源价格，显然会产生通胀效应。乔：心理影响是真实的，要知道目标并非基础设施，而沙特阿拉伯正在做出回应。
TOMORROW'S SESSION COULD BE FRAUGHT WITH RISK WHICH IS DIFFICULT TO PREDICT BECAUSE WE CANNOT TELL EXACTLY WHAT SHAPE THIS WILL TAKE. THE PRE
明天的交易可能充满风险，这很难预测，因为我们无法确切知道事态会以何种形式发展。预
原文超出正文长度上限，此处截断——上游还有内容，完整版见上方「原文 ↗」。
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