Binance称加密行业遭史上最大规模63亿美元黑客攻击

IT IS 5:00 A.M. IN NEW YORK CITY, 9:00 A.M. IN LONDON. I AM VONNIE QUINN WITH YOUR BLOOMBERG BRIEF. LET'S GET YOU SET UP FOR THE DAY. AN EVENING SELLOFF DRIVING INVESTORS OUT OF THE AI TRADE ONCE AGAIN TODAY. A RECORD-BREAKING BREACH, BINANCE SAYS MORE THAN $6 BILLION WORTH OF FUNDS WERE AFFECTED IN THE INDUSTRY'S BIGGEST EVER HACK. AND OIL RALLYING ON CONCERNS THE U.S. MAY RESTART MILITARY STRIKES AGAINST IRAN TO DISRUPT ENERGY FLOWS.

LET'S GET A CHECK ON MARKETS AROUND THE WORLD. WE WILL START IN ASIA. LIBYA IS THERE FOR US. OLIVIA: WE ARE KEEPING OUR EYES ON THE BOJ WHICH RALLIED RATES AS EXPECTED. THEY ROUGHLY RETURNED TO THE 2% TARGET FOR THE FIRST TIME SINCE 2018. HE WAS HAWKISH, EMPHASIZING HE IS PREPARED TO RAISE INTEREST RATES AT EVERY MEETING INCLUDING DECEMBER IF THAT'S WHAT IT TAKES TO KEEP INFLATION UNDER CONTROL. WHAT WAS A SURPRISE TO THE MARKET WAS THE FACT THE BOJ HAS NEARLY TRIPLED ITS ETF SALES, STARTING FROM JANUARY.

THE EQUITY MARKETS THINK THE MARKET CAN ABSORB THE EXTRA SUPPLY OR BECAUSE THEY WERE PREOCCUPIED WITH THE AI TRADE, THAT REMAINS TO BE SEEN. SPEAKING OF THE AI TRADE, THE KOSPI HAD A DIFFICULT DAY, ALL 3.5 PERCENT. SK HYNIX DOWN MORE THAN 7%. THAT WAS SPARKED BY THE DISAPPOINTING RESULTS FROM AMAZON AND INTEL, ADDING TO THE KOREAN MARKET ROSE. -- WOES. ONE MARKET THAT BUMPED THE TREND WAS THE HONG KONG HSI, WHICH HAD ONE OF ITS BEST DAYS SINCE THE BEGINNING OF OCTOBER.

VONNIE: THAT IS OLIVIA. LET'S GET TO LONDON AND -- AFTER CHRISTINE LAGARDE SAID SHE WAS GOING TO LEAVE THE POST EARLY. SOME REACTION NOW WITH JUSTINA LEE.

HAPPY FRIDAY. I FEEL LIKE I HAVE BEEN SAYING THIS A LOT THIS WEEK, WHICH IS THAT EUROPE IS RELATIVELY CALM COMPARED TO THE REST OF THE WORLD. THE STOXX 600 IS ESSENTIALLY FLAT. OF COURSE, THE BIGGEST LAGGARD IS THE TECHNOLOGY INDEX. YOU KNOW IT IS A DEFENSIVE DAY WHEN THE FTSE 100 IS OUTPERFORMING BECAUSE IT HAS A LOT OF THOSE MORE DEFENSIVE NAMES. AS YOU MENTIONED EARLIER, WE HAD AN ECB POSITION AND IT WENT AS EXPECTED WITH PRESIDENT CHRISTINE LAGARDE HOLDING RATES AGAIN BUT PROJECTING FOR THE RATE HIKES.

THE BIG SURPRISE IS SHE IS LEAVING EARLY. WE FLIPPED THE BOARD AND SAW WHAT'S HAPPENING IN FIXED INCOME MARKETS. WHAT'S INTERESTING IS THERE IS A BIT OF A DIVERGENCE. THE GERMAN 10 YEAR BOND YIELD IS DOWN THREE BASIS POINTS. WE DON'T SEE ANYTHING LIKE THAT WITH FRANCE AND ITALY. WHAT THIS PARTLY REFLECTS IS WE HAD SOME PRETTY TROUBLING NUMBERS OUT OF FRANCE, WHERE GGP UNEXPECTEDLY CONTRACTED. INFLATION IS THE HIGHEST IT'S BEEN IN THREE YEARS.

THAT WILL WORRY POLICYMAKERS, AS IF THEY DON'T HAVE ENOUGH TO WORRY ABOUT. VONNIE: THANK YOU SO MUCH. JUSTINA LEE IN LONDON. AS YOU CAN SEE, NASDAQ FUTURES EMBRACING EVERYTHING THAT IS SPOOKY ABOUT THIS LAST TRADING DAY IN OCTOBER. IT'S BEEN A DOWN MONTH. THE RUSSELL INDEX IS HIGHER, THE DOW IS HIGHER. EVEN THE S&P IS HIGHER, MONTH TODAY. THERE IS ONE MORE TRADING DAY. WE COULD ERASE THAT GAME ON THE S&P, WHICH IS AROUND 7/10 OF A PERCENT.

IT LOOKS LIKE IT WILL HAVE A VERY NEGATIVE DAY ON THE NASDAQ. MORE EARNINGS COMING IN, SPOOKING INVESTORS. LET'S LOOK AT YIELDS. WE ARE SEEING OIL PRESSURES AND THE FACT THE FED SEEMS QUITE SANGUINE, HAPPY TO WAIT UNTIL AT LEAST DECEMBER 2 DO ANYTHING ABOUT ANOTHER INTEREST RATE HIKE. THE 10 YEAR YIELD, DOWN TO 4.90 -- 4.92. THE TWO YEAR YIELD HAS ALSO GIVEN UP A COUPLE OF BASIS POINTS OF GAINS THAT WE SAW EARLIER IN THE WEEK, DOWN ANOTHER BASIS POINT AND A HALF, TO 4.5 A.

IN TERMS OF OIL AND VARIOUS PRODUCTS, WE ARE SEEING MORE PRESSURE AND AS THE CONTRACT DEALS ROLL OVER TODAY, MORE JANUARY. WE ARE SEEING SIGNIFICANT PRESSURE ON BRENT. LOOK AT EUROPEAN GAS FUTURES, ABOVE 101 EUROS PER MEGAWATT POWER AFTER SIX STRAIGHT DAYS OF GAINS. LET'S GET TO SOME INDIVIDUAL PREMARKET BLOOMERS. FOR THAT, WE GO BACK OVER TO LONDON AND ALEX MORGAN.

INTEL DOWN, AROUND 26% PREMARKET. AMAZON IS DOWN AS WELL. FOR INTEL, DELAYS TO COMPONENTS, PART OF THE DATA CENTER BUILDOUT. AMAZON, THE AWS OUTLOOK AND THE SPENDING OF THE AI BUILDER. BOTH OF THOSE NAMES PUT THE PRESSURE ON TECH. THEY HAD A BEAT DESPITE THAT THAT WAS A DECLINE OF 9% YEAR-OVER-YEAR IN DAILY ACTIVE USERS. THAT IS PUTTING THEM AROUND 18, 17% PREMARKET. LET'S FLIP THE BOARD. THEY ARE IN THE GREEN, GOOD NEWS FOR THEM.

A GOOD OUTLOOK, LOOKING TO UNDERCOVER SLACK AS THEY EXPAND INTO THE HEALTHIER PART OF THEIR PORTFOLIO. VONNIE: FASCINATING WHAT COMPANIES ARE DOING. THANK YOU SO MUCH. ALEX MORGAN THERE IN LONDON. COMING UP THIS HOUR, JANE FOLEY. LET'S START WITH THE EVENING TECH SELLOFF. SHARES OF INTEL ARE PLUMMETING. AMAZON IS SUBSTANTIALLY LOWER PREMARKET. INTEL IS HAVING SUPPLY CHAIN PROBLEMS WITH DATA CENTER COMPONENTS. JOINING US NOW IS MATT BLOXHAM OF BLOOMBERG INTELLIGENCE.

IF WE KNEW INTEL WAS HAVING THESE PROBLEMS, THEN WHY SUCH VOLATILITY IN THE SHARES? IT'S LOST A QUARTER OF ITS MARKET CAP.

I THINK RIGHT NOW INVESTORS AND ANALYSTS ARE STRUGGLING WITH THE VERY NOISY DATA SIGNALS WE GET ABOUT HOW TO ANTICIPATE. WE LOOK AT BACK WHERE -- WE LOOK AT WHERE CONSENSUS WAS IN MARCH, IT WAS 15% TO 16% LOWER AND MOVED UP SHARPLY. CLEARLY, PEOPLE GOT A LITTLE BIT AHEAD OF THEMSELVES. AND MAYBE THE COMPANY KIND OF PERHAPS HAS NOT MANAGED THOSE KINDS OF EXPECTATIONS AS WELL. I THINK, AS YOU SAY WITH HINDSIGHT, THESE ISSUES THEY ARE FACING HAVE BEEN CLEARLY SIGNALED.

THE MARKET IS JUST STRUGGLING TO KIND OF TURN THOSE SIGNALS INTO A MORE ACCURATE ESTIMATES OF FORWARD REVENUE. VONNIE: SHOULD THE PC SLOWDOWN, BECAUSE OBVIOUSLY PRICES HAVE GOTTEN SO MUCH MORE EXPENSIVE, BE A LESSON TO WHAT'S GOING TO HAPPEN WITH US NEXT IN AI TRADE? PRICING HAS TO GO UP FOR MEMBERSHIP PRICING TO DATA CENTER PRICING, IS THIS WHAT'S IN STORE FOR US OVER THE NEXT TWO TO THREE YEARS?

THESE CAPACITY CONSTRAINTS ARE GOING TO CONTINUE PROBABLY THROUGH 2027 INTO 2028. THESE ARE ISSUES THAT ARE NOT GOING TO GO AWAY. I THINK BUSINESS MODELS ARE GOING TO NEED TO ADOPT -- ADAPT AND CHANGE TO PROTECT REVENUES AND FIND DIFFERENT WAYS TO EXPLOIT THE CAPACITY AND THE PRODUCT THAT IS AVAILABLE. FOR INTEL, THEY ARE FACING INCREASING COMPETITION FROM NEW RIVALS LIKE MDA AND NVIDIA GETTING INTO THE PC MARKET. THERE ARE CHALLENGES ALL AROUND.

I THINK WE ARE GOING TO SEE QUITE A LOT OF VOLATILITY STILL INTO 2027 ABOUT BUSINESS MODELS THAT THESE COMPANIES NEED TO ADAPT TO TO KIND OF GROW IN REVENUE AND PROFIT. VONNIE: ON AMAZON, RETAIL SPENDING HAS NOT BEEN SUFFERING IN THE UNITED STATES. CONSUMERS HAVE BEEN SPENDING. WHAT DOES AMAZON DO TO TURN AROUND ITS E-COMMERCE BUSINESS WHICH IS NOT -- WHICH HAS NOT BEEN AS EASY OR AS PLEASANT AN EXPERIENCE AS IT ONCE WAS?

TO SOME DEGREE, THEY HAVE TO DO WHAT THEY HAVE DONE FOR A DECADE OR MORE AND JUST REALLY STICK TO THEIR MISSION AND WRITE OUT SOME OF THESE PEAKS AND DROPS IN CONSUMER SPENDING. ONE OF THE ISSUES THEY HAVE FACING THEM THAT WILL BE A CONCERN TO PEOPLE IS THE RISE OF A AGENTIC SHOPPING AND THE LIKES OF MUSE. AMAZON DOES NOT LET PEOPLE USE THOSE AGENTS ON THEIR WEBSITE AND PUSHES THEM MORE TOWARD THEIR OWN AI TOOLS. BUT YEAH, AMAZON HAS CREATED AN INCREDIBLY STRONG POSITION IN E-COMMERCE.

I THINK THEY NEED TO CONTINUE TO HOLD THE LINE UP ON THAT STRATEGY AND MAKE SURE IT ADAPTS APPROPRIATELY TO THE EDGE AND TAKE SHOPPING TREND. VONNIE: THANK YOU SO MUCH. THAT IS MATT BLOXHAM A BLOOMBERG INTELLIGENCE, TAKING US THROUGH THE CRAZY LAST 24 HOURS. ALSO A LITTLE CRAZY, THE CRYPTO INDUSTRY SUFFERING ITS BIGGEST EVER HACK. BILLIONS OF DOLLARS OF FUNDS WERE AFFECTED WITH ASSETS FROZEN AS WELL. JOINING US IS BLOOMBERG DIGITAL FINANCE REPORTER EMILY NICOLLE.

THESE FUNDS, EMILY, ONE BLOCKCHAIN INTELLIGENCE FIRM SAYS IT WAS NORTH KOREA THAT DID IT. OUR THE USABLE IF NORTH KOREA DID IN FACT DO IT? -- ARE THEY USABLE IF NORTH KOREA IT DID IN FACT DO IT?

THOSE ASSETS WILL GET FLAG ON THE BLOCKCHAIN MEASURE ITSELF. THAT MAKES IT HARDER FOR THEM TO DO SOMETHING WITH IT AFTERWARDS. THEY MAY TRY TO USE OF THE SERVICES OR PLATFORMS TO GO ONTO THOSE FUNDS. THE F