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美国空管系统故障致全国停飞,FAA拟申请紧急资金升级

Nationwide Ground Stop Lifted, Nvidia Spy Scandal, Starship’s Longest Test Flight

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美国空管系统大规模瘫痪暴露基础设施老化风险,政府拟申请巨额资金升级,直接影响物流、出行及宏观经济运行效率,值得投资从业者关注相关板块的长期资本开支预期。

DAVID: COMING UP ON "BLOOMBERG THIS WEEKEND," THE NATIONWIDE GROUND STOPS LIFTED. THE MESS REMAINS.

大卫:在《彭博周末》即将播出的内容中,全国性的停飞令已解除。但混乱局面依然存在。

DOES THAT MEAN EVERY FLIGHT IS GOING TO FLY? RIGHT NOW, IT IS GOING TO BE SLOW. IT WILL TAKE US SOME TIME TO UNWIND WHAT HAS HAPPENED. DAVID: WHAT THE SECRETARY OF HOMELAND SECURITY AND TRANSPORTATION SAY IF THEY NEED TO KEEP THE SKIES SAFE. CHRISTINA: PLUS, PRESIDENT TRUMP PREPARES TO HEAD TO CHINA AS THE NVIDIA CRISIS EXPLODES.

这意味着所有航班都会起飞吗?目前情况将进展缓慢。我们需要一些时间来消化所发生的一切。大卫:国土安全部长和交通部长表示,他们需要确保天空的安全。克里斯蒂娜:此外,随着英伟达危机爆发,特朗普总统准备前往中国。

THEY WERE IN FAVOR OF PUTTING MEGASPEED ON THE ENTITY LIST FOR MONTHS, BUT COMMERCE HAS -- DAVID: AND A SETBACK FOR SPACEX AS IT TRIES TO MAKE THE WORLD'S FIRST FULLY REASONABLE ROCKET. IT CAN IT BRING THE REST OF THE SPACECRAFT BACK TO EARTH SAFELY? CHRISTINA: HAPPY SATURDAY. WELCOME TO "BLOOMBERG THIS WEEKEND." NEW YORK. I AM USING THE ROUBINI. DAVID: I AM DAVID GURA ALONGSIDE LISA MATEO. WELCOME TO OUR LISTENERS AND VIEWERS ACROSS OUR BLOOMBERG PLATFORMS, STREAMING ON BLOOMBERG RADIO.

他们数月来一直支持将美光(Micron)列入实体清单,但商务部——大卫:这对SpaceX来说也是一个挫折,因为它正试图制造世界上第一款完全可回收的火箭。它能否将航天器的其余部分安全带回地球?克里斯蒂娜:周六快乐。欢迎来到《彭博周末》。纽约。我是鲁比尼。大卫:我是大卫·古拉,与丽莎·马特奥一起。欢迎我们的听众和观众通过彭博平台收听收看,并在彭博广播上直播。

HELLO TO THE WEARY TRAVELERS FROM NEWARK. I'VE BEEN THERE, WATCHING BLOOMBERG FROM THE GATE. CHRISTINA: FOR OUR VISUAL VIEWERS, WE HAVE A SOMEWHAT CHEERY SUNRISE OVER ATLANTA, WHERE THINGS HOPEFULLY ARE LOOKING UP FOR TRAVELERS. BUT WE THOUGHT WE KNEW WHAT OUR STORE WAS GOING TO BE TODAY. WE WERE GOING TO BREAK DOWN THE WARS, TALK ABOUT JENSEN HUANG, NVIDIA. THEN AROUND 5:00, ALL OF OUR PHONES STARTED BLOWING UP. I DO NOT KNOW ABOUT YOU.

向来自纽瓦克的疲惫旅客问好。我也在那里,在登机口观看彭博的报道。克里斯蒂娜:对于视觉观众,我们在亚特兰大上空看到了一轮相当令人振奋的日出,希望那里的旅客前景好转。但我们原本以为今天会报道什么。我们打算剖析战争,谈论黄仁勋、英伟达。然后在5点左右,我们的电话开始疯狂响起。我不知道你们的情况如何。

EVERY FRIEND I'VE EVER KNOWN AS WHAT IS GOING ON WITH THE AIRPLANES? DAVID: NATIONWIDE GROUND STOP IN THE 4:00 OR 5:00 HOUR FOR FOUR HOURS. FIRST, LET'S GO TO LISA MATEO FOR A CHECK ON THAT. LISA: THE TRUMP REGISTRATION -- ADMINISTRATION IS ASKING FOR EMERGENCY FUNDING TO HELP UPDATE THE AIR TRAFFIC CONTROL SYSTEM. THAT FOUR HOUR SHUT DISRUPTIVE THOUSANDS OF FLIGHTS NATIONWIDE. THE FAA SAID IT WAS DUE TO A DATA OVERLOAD THAT CRIPPLED AIR TRAFFIC CONTROL COMMUNICATIONS AND RADAR.

我认识的所有朋友都在问飞机到底怎么了?大卫:全国性的停飞令在4点或5点持续了四个小时。首先,让我们请丽莎·马特奥进行核查。丽莎:特朗普政府——行政当局正在请求紧急资金以帮助更新空中交通管制系统。这四次小时的关闭扰乱了全国数千个航班。联邦航空管理局表示,这是由于数据过载导致空中交通管制通信和雷达瘫痪。

TRANSPORTATION SECRETARY SEAN DUFFY --

交通部长肖恩·达菲——

WE HAVE TDM TELECOMS, SO THIS IS ANALOG TELECOMS. OUR SWITCHES, ROUTERS GOT OVERLOADED WITH DATA. WE WENT DOWN. I SHOULD NOT SAY THEY WENT DOWN. THEY STARTED TO GIVE US INCONSISTENCY IN THE DATA. LISA: AMERICAN AIRLINES AND JETBLUE WARNED OF DELAYS INTO TODAY, WHILE OFFICIALS SAY THE SYSTEMS WILL BE BACK TO NORMAL BEFORE THE THANKSGIVING HOLIDAY. LAST NIGHT, THIS TRAVEL IN DALLAS WAS HOPING TO MAKE IT IN TIME FOR A SPECIAL FAMILY EVENT.

我们有TDM电信系统,所以这是模拟电信系统。我们的交换机和路由器因数据过载而崩溃。系统宕机了。我应该说它们不是完全宕机,而是开始向我们提供不一致的数据。丽莎:美国航空和捷蓝航空警告称今天的航班将出现延误,而官员表示系统将在感恩节假期前恢复正常。昨晚,一位在达拉斯旅行的旅客希望能及时赶上一次特殊的家庭活动。

MY DAUGHTER IS GETTING MARRIED TOMORROW, SO WE ARE TRYING TO THINK ABOUT HOW WE CAN GET THERE. HOPEFULLY THIS LETS UP. LISA: HOPE SHE DOES. WHILE FLIGHTS WERE GROUNDED, WHAT DID LAUNCH WAS SPACEX'S MASSIVE STARSHIP. IT BLASTED OFF FROM THE STARBASE FACILITY IN TEXAS. THE COMPANY IT HOPED TO PERFORM A DOUBLE CATCH OF BOTH HALVES OF STARSHIP ON THIS FLIGHT, BUT IT CANCELED PLANS TO RETRIEVE THE BOOSTER USING THOSE ABSTRACTS -- OUTSTRETCHED ARMS.

我女儿明天结婚,所以我们正在想办法怎么赶过去。希望天气能好转些。丽莎:希望如此。在航班停飞期间,发射的是 SpaceX 的巨型星舰(Starship)。它从德克萨斯州的星基地设施点火升空。该公司原本希望在这次飞行中实现星舰两个部分的“双重捕获”,但取消了使用那些抽象的——伸展双臂——的方式回收助推器的计划。

THE STARSHIP HOPES TO PERFORM A LANDING ON EARTH TODAY. MIRACLE ON THE MISSISSIPPI AFTER ALL PASSENGERS AND CREW MEMBERS WERE RESCUED FROM A RIVER CRUISE SHIP AFTER COLLIDING WITH A TANQUERAY. THE ATLANTIC ASPHALT TANKER HAD LOST CONTROL AND STRUCK THE AMERICAN HERITAGE RIVER CRUISE FRIDAY AFTERNOON AT THE PORT OF NEW ORLEANS. THE CREW SHOULD BEGAN TO SHIP BEFORE TIPPING OVER, SENDING PASSENGERS INTO THE MISSISSIPPI RIVER.

星舰今天有望在美国本土着陆。密西西比河上的奇迹:在与一艘坦克号(Tanqueray)船只相撞后,所有乘客和船员从一艘河轮上获救。大西洋沥青油轮失去控制,周五下午在新奥尔良港撞上了美国遗产号(American Heritage)河轮。船员们在船体倾覆前开始撤离,导致乘客落入密西西比河中。

THE SEARCH CONTINUES FOR A SUCCESSOR TO FORMER NVIDIA CEO JENSEN HUANG COPTER BEING OUSTED FOR REPORTS OF MULTIPLE EXTRAMARITAL AFFAIRS. BLOOMBERG CAME OUT WITH A LIST OF EXECUTIVES LIKELY AS INTERIM CEO COLETTE KRESS -- POSITION. ARM HAS A CLOSE PARTNERSHIP WITH NVIDIA AND HAAS IS A FORMER NVIDIA EXECUTIVE. AND THERE'S ALSO AMD CEO LISA SU, WHO HAPPENS TO BE JENSEN HUANG'S COUSIN. AND PRESIDENT TRUMP HAS FLOATED THE IDEA OF NVIDIA HIRING FORMER APPLE CEO TIM COOK.

人们正在寻找前英伟达(NVIDIA)首席执行官黄仁勋继任者,此前有报道称他涉及多起婚外情而被罢免。彭博社列出了一份可能担任临时 CEO 的高管名单:科莱特·克雷斯(Colette Kress)——职位;ARM 与英伟达有着紧密的合作关系,哈斯(Haas)是前英伟达高管。还有 AMD 首席执行官苏姿丰(Lisa Su),她恰好是黄仁勋的表妹。此外,特朗普总统还 floated(提出/试探)了英伟达聘请前苹果首席执行官蒂姆·库克(Tim Cook)的想法。

THERE ARE A FEW MORE NAMES OF COMPANIES, LIKE AMAZON WEB SERVICES, MICRON, GOOGLE AS WELL. CHECK OUT THE TERMINAL FOR THAT COMPLETE LIST. DAVID: I FORGET THE LINE FROM THE PRESIDENT ON THE LEDGE LEGEND OR SOMETHING LIKE THAT. CHRISTINA: HAS ANYONE ASKED TIM COOK? MAYBE HE IS ENJOYING RETIREMENT. LISA, THANK YOU SO MUCH. FIRST, WE WILL BEGIN WITH WHAT EVERYBODY IS TALKING ABOUT. THE DEVELOPING STORY AT AMERICAN AIRPORTS.

还有一些其他公司的名字,比如亚马逊网络服务(AWS)、美光(Micron)、谷歌等。请查看 Terminal 获取完整名单。大卫:我忘了总统关于“悬崖边缘传说”或类似说法的那句话。克里斯蒂娜:有人问过蒂姆·库克吗?也许他正享受着退休生活。非常感谢你,丽莎。首先,我们将开始讨论每个人都在谈论的话题:美国机场正在发生的新闻。

NATIONWIDE HALT IN AIR TRAVEL AT A SCALE NOT SEEN SINCE SEPTEMBER 11. DAVID: THE FAA CALLED IT A TEMPORARY TELECOMMUNICATIONS ISSUE, NOT A SECURITY INCIDENT. BUT THE CHAOS LEFT TRAVELERS SCRAMBLING. SOME 16,000 FLIGHTS DELAYED OR CANCELED FRIDAY, WITH THOUSANDS MORE CANCELED TODAY. JOINING US NOW IS GEORGE FERGUSON, SENIOR AIRLINES ANALYST AT BLOOMBERG INTELLIGENCE. LET ME START WITH A BIT OF TAPE. THIS IS FROM THE PRESS CONFERENCE THAT TOOK PLACE LAST NIGHT.

全国航空旅行中断,规模自 9·11 事件以来未见。大卫:联邦航空管理局(FAA)称这是一次暂时的通信问题,而非安全事件。但混乱让旅客们手忙脚乱。周五约有 16,000 个航班延误或取消,今天又有数千个航班被取消。现在加入我们的是彭博情报(Bloomberg Intelligence)的高级航空分析师乔治·弗格森(George Ferguson)。让我先播放一段录音。这是昨晚新闻发布会上的一段内容。

THE SECRETARY OF HOMELAND SECURITY TALKING ABOUT WHAT HAPPENED.

国土安全部部长正在谈论所发生的情况。

THEY WERE PUTTING NEW EQUIPMENT AND NEW TECHNOLOGY, AND THAT NEW EQUIPMENT, NEW TECHNOLOGY, IT WAS OVERWHELMING THE OLDER SYSTEM. WHICH IS WHY SECRETARY DUFFY MADE IT VERY CLEAR. THE PATCHWORK DOES NOT WORK. WE NEED ONE COMPLETE SYSTEM. DAVID: LET ME JUST HAVE YOU PARSE WHAT WE HEARD FROM THE SECRETARY, TALKING ABOUT PATCHES, NEW TECHNOLOGY. WHAT DO YOU MAKE OF WHAT HAPPENED? HOW HOLISTIC OF AN UNDERSTANDING DO WE HAVE OF WHAT HAPPENED FRIDAY?

他们正在引入新设备和新科技,而这些新设备、新科技正压垮旧系统。这也是达菲部长为何如此明确地指出:拼凑式的方案行不通。我们需要一个完整的系统。大卫:让我请你解读一下我们从部长那里听到的关于补丁和新科技的言论。你对发生的情况有何看法?我们对周五发生的事情的理解有多全面?

GEORGE: WE HAVE A VERY SMALL UNDERSTANDING AT THIS POINT. BUT WE KNOW THERE IS A LARGE AMOUNT OF LEGACY SYSTEMS, THAT U.S. AIR CONTROL SYSTEM, AND IT WILL BE VERY DIFFICULT TO GET A SINGLE FIXED. YOU HAVE TO CONTINUALLY LAY IT INTO AN EXISTING SYSTEM, SO YOU CAN KEEP AIR TRAVEL GOING. IT IS A CONSTANT JOB. IT WILL BE A CHALLENGE IF YOU GET ONE BIG $40 BILLION, 50 BILLION DOLLARS TO UPDATE IT RIGHT AWAY. THESE SYSTEMS CONTINUE.

乔治:目前我们的了解非常有限。但我们知道存在大量遗留系统,包括美国空中交通管制系统,要彻底修复一个将非常困难。你必须不断将其嵌入现有系统中,以保持航空旅行的正常运行。这是一项持续的工作。如果能立即获得400亿或500亿美元来更新这些系统,那将是巨大的挑战。但这些系统仍在运行。

SOUNDS LIKE THEY LAID NEW EQUIPMENT THAT IS NOT MUTATING CORRECTLY WITH OLD COMMUNITY. THANK GOODNESS THEY FOUND HER BEFORE THANKSGIVING WEEKEND, BECAUSE IT WILL GET EVEN BUSIER. I AM KIND OF SURPRISED THAT IS BREAKING DOWN HERE. CHRISTINA: I WANT TO ASK ABOUT THE TIMING OF THIS. I HAVE TWO QUESTIONS. ONE IS NOBODY KNEW THERE COULD BE AN INHERENT RISK UPDATING JUST HALF OF THE SYSTEM WHEN SO MUCH OF IT IS OLD, ANALOG, STILL COPPER WIRE?

听起来像是新设备安装后未能与旧社区正确兼容。谢天谢地他们在感恩节周末前发现了问题,因为之后情况只会更加繁忙。我有点惊讶这里会出现故障。克里斯蒂娜:我想问一下这次事件的时间安排。我有两个问题。其一,当系统的大部分仍是老旧的模拟设备、甚至还在使用铜线时,没人意识到只更新一半系统可能存在固有风险吗?

I WAS TALKING TO SOMEBODY LAST NIGHT THAT OF COURSE YOU ARE OUTPUTTING SOME SORT OF TRANSLATOR BETWEEN THOSE TWO SYSTEMS, WILL OVERWHELM IT. HOW DID THEY NOT KNOW THIS WAS A RISK BEFOREHAND, AND WHY WOULD THEY BE DOING THESE UPGRADES IN THE MIDDLE OF A FRIDAY AHEAD OF A TRAVEL WEEKEND? GEORGE: THAT IS A QUESTION I'VE, TOO. I WOULD EXPECT THEM TO BE DURING THIS DURING THE WEE HOURS OF THE MORNING ON A MONDAY OR SOMETHING LIKE THAT, WHERE YOU HAVE MINIMAL AIR TRAVEL.

我昨晚和某人交谈过,当然你们在这两个系统之间输出某种翻译器,这肯定会压垮它。他们事先怎么会不知道这是风险?为什么要在周五、旅行周末前夕进行这些升级?乔治:这也是我的疑问。我预计他们会选择在周一凌晨等航空旅行最少的时段进行此类操作。

BUT CLEARLY THEY ARE TRYING THIS AT PEAK HOURS, OR AT LEAST THE EFFECTS NOT FELT IN PEAK HOURS. THESE ARE VERY COMPLEX SYSTEMS, WITH REDUNDANCIES BUILT IN. I THINK THEY WOULD HAVE -- IT IS ALWAYS HARD TO KNOW ALL OF THE RAMIFICATIONS IN THE SYSTEM. SOMETIMES EVEN THE SYSTEMS ARE NOT AROUND ANYMORE AND THERE IS NOT ANY COMPLETE DOCUMENTATION CARE THAT CAN BE A PROBLEM. DAVID: I REMEMBER AFTER THAT MIDAIR COLLISION OVER NATIONAL AIRPORT, A LOT OF IMPULSE FOR THE SAKE GET TAKEN CARE OF MORE QUICKLY.

但显然他们是在高峰时段尝试这样做,或者至少影响在高峰时段才显现。这些是非常复杂的系统,内置了冗余机制。我认为他们本应——总是很难完全了解系统中的所有连锁反应。有时甚至连系统本身都已不复存在,缺乏完整的文档记录也可能成为问题。大卫:我记得在国家机场上空相撞事故之后,出于安全考虑采取了许多措施得到了更快速的落实。

THERE HAVE BEEN A LOT OF TALK ABOUT MODERNIZING THE SYSTEM. I THOUGHT WE WERE WELL ON THE WAY OF THAT HAPPENING. WHAT IS THE STATUS SINCE WE HEAR THE TRANSPORTATION SECRETARY TALK ABOUT THE NEED FOR $50 BILLION TO DO ALL IT? WHAT ACCOUNTS FOR THE HOLD UP? GEORGE: AGAIN, YOU GOT TO BUILD IT INTO A SYSTEM WORKING TODAY. YOU CANNOT SHUT THE SYSTEM DOWN TO REJUVENATE THE WHOLE THING. THE CHALLENGE IS HOW DO YOU BUILD NEW, BETTER SYSTEMS INTO OLD EXISTING SYSTEMS AND NOT HURT SAFETY?

关于现代化系统,人们已经讨论了很多。我以为我们在这方面进展良好。自从我们听到交通部长谈论需要500亿美元来完成所有工作以来,现状如何?是什么导致了延误?乔治:同样,你必须将其构建到当今正在运行的系统中。你不能关闭整个系统来 rejuvenate(恢复活力)一切。挑战在于如何将新的、更好的系统集成到旧的现有系统中,而不影响安全?

I THINK THEY ARE CONSTANTLY MAKING IMPROVEMENTS TO THE NETWORK. TECHNOLOGY HAS COME A LONG WAY, AND AIR TRAVEL CONTINUES TO GROW 3%, 4% A YEAR. THE BURDEN WILL CONTINUE. MY SENSE IS WE ARE BEHIND THE CURVE, AND WE PROBABLY NEED TO SPEND MORE MONEY. MORE EFFORT TO GET OUT OF THE CURVE. A LOT OF TIMES WHAT I FIND TODAY IS IT IS NOT EVEN THE MONEY, IT IS THAT PROFESSIONALS TO GET THE WORK DONE, LABORERS TO GET THE WORK DONE, THEY ARE TO HANG UP, BECAUSE IT IS HARD TO FIND THEM.

我认为他们一直在对网络进行改进。技术已经有了长足的进步,航空旅行每年继续增长3%至4%。负担将持续存在。我的感觉是我们落后于曲线,我们可能需要花费更多的钱。更多的努力才能摆脱这种局面。很多时候我发现今天的情况甚至不是资金问题,而是专业人士和劳工难以找到人来完成工作,因为他们很难被找到。

EVERYTHING COSTS MORE. EVERYTHING TAKES LONGER. I SUSPECT THE FAA IS FINDING THAT SAME

一切都更昂贵了。一切都花了更长的时间。我怀疑联邦航空管理局(FAA)也发现了同样的情况

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

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