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Nvidia市值蒸发5700亿美元,美国航空管制系统获500亿拨款

Bloomberg News Now: Air Travel Chaos, Zelensky: US Floats NATO in Deal for Donbas

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英伟达巨额市值回撤及潜在管理层变动是市场核心焦点,同时美航管系统拨款涉及宏观基础设施支出,建议关注财报落地后的走势与政策影响。

News when you want it with Bloomberg News now. I'm Monica Rix. Transportation Secretary Sean Duffy says air traffic control communications are back to normal following a nationwide outage yesterday. That's still affecting thousands of flights this weekend. But Duffy says the system itself still needs upgrades, and he's calling on Congress for $50 billion in emergency funds to fix it. This is a bipartisan moment that I think our kids and our grandkids can look back on and say, thank you.

需要时获取彭博新闻,现在即可。我是莫妮卡·里克斯。交通部长肖恩·达菲表示,在经历全国性的中断后,空中交通管制通信已恢复正常。这仍然影响着本周末的数千架航班。但达菲表示,系统本身仍需升级,他呼吁国会提供500亿美元的紧急资金来修复该系统。这是一个两党合作的时刻,我认为我们的孩子和孙子辈可以回顾并说一声:谢谢。

Thank you for leading and fixing a system that has been sorely underinvested in. But Bloomberg's senior Aerospace Defense and Airlines analyst, George Ferguson tells us this is not an easy fix, right? You're going to have to lay it into an existing system so you can keep air travel going while you're improving the system. And it's a it's a constant job. So I think it'll be a challenge when I hear them say, you know, that they need sort of one big, 40 or $50 billion to upgrade it all, right away.

感谢您领导并修复了一个长期投资不足的系统。但彭博社的高级航空航天、国防和航空分析师乔治·弗格森告诉我们,这并不容易解决,对吧?你必须将新系统整合到现有系统中,以便在改进系统的同时保持航空旅行的正常运行。这是一项持续的工作。所以我认为当听到他们说需要大约400亿或500亿美元来立即全面升级时,这将是一个挑战。

And I think these kind of problems continue. And again, it sounds like they've laid in some new equipment that isn't communicating correctly with old equipment. I'm glad they found it before Thanksgiving. Weekend, because it's going to get even busier out there. Some kind of surprise is breaking down here. Officials say air traffic will be back to normal before Thanksgiving, but airlines are facing days of delays, with more than 7000 flights delayed or canceled today alone.

而且我认为这类问题会持续存在。再说一遍,听起来他们安装了一些新设备,但这些新设备与旧设备无法正确通信。我很高兴他们在感恩节之前发现了这个问题。因为周末那里的情况只会更加繁忙。这里出现了一些意想不到的故障。官员们表示,空中交通管制将在感恩节之前恢复正常,但航空公司正面临数天的延误,仅今天就有超过7000个航班被延误或取消。

Now, flights may have been grounded, but Space-x did launch a massive Starship rocket from Texas yesterday. 3 to 1. The company planned to perform a double catch of both halves of the rocket, but the booster blew up shortly after launch. The upper stage continued into orbit and released about two dozen satellites. That part's expected to land back on Earth later today. Ukrainian President Volodymyr Zelensky says U.S. peace envoys have asked whether Ukraine will be willing to give up the Donbas region to Russia in exchange for NATO membership, signaling a potential shift in Washington's negotiating tactics.

现在,尽管航班可能已被停飞,但SpaceX昨天从德克萨斯州发射了一枚巨大的星舰火箭。比例为3比1。该公司计划对火箭的两半部分进行双重捕获,但助推器在发射后不久爆炸。上面级继续进入轨道,并发射了大约二十多颗卫星。预计这部分将在今天晚些时候返回地球。乌克兰总统弗拉基米尔·泽连斯基表示,美国和平特使询问乌克兰是否愿意将顿巴斯地区交给俄罗斯以换取加入北约,这表明华盛顿的谈判策略可能发生转变。

Bloomberg defense lead Becca Wasser weighs in from Washington. Ultimately, it is not only up to the Ukrainian people whether this moves forward, but truly it is also up to what happens right now on the battlefield in Ukraine, as essentially Russia is trying to set the conditions so it can sue for peace at the negotiating table. Defensively. Becca Wasser on Bloomberg this weekend. Zelensky says that package includes specific security guarantees from NATO and the European Union, a strong Ukrainian army and a recovery plan backed by funding.

彭博社防务负责人贝卡·瓦瑟从华盛顿发来评论。归根结底,这一举措能否推进不仅取决于乌克兰人民,更真正取决于乌克兰战场当前的局势,因为俄罗斯本质上正在创造条件,以便能在谈判桌上寻求和平。这是贝卡·瓦瑟本周末在彭博社的发言。泽连斯基表示,该方案包括来自北约和欧盟的具体安全保证、一支强大的乌克兰军队以及由资金支持的复苏计划。

This comes as its war with Russia heads towards the end of its fifth year, with no end in sight. Microsoft says its services are fully restored following an outage that affected millions of users around the world this week. The company says it has no evidence of malicious activity, but its teams are reviewing what happened and how to prevent similar issues going forward. Nvidia stock had its worst week in more than 18 months, with its share price falling 13% over the last five trading days, erasing more than $570 billion in market value.

此时正值俄乌战争进入第五年末期,且看不到结束的希望。微软表示,其服务已全面恢复,此前本周全球数百万用户受到了一次服务中断的影响。该公司表示没有发现恶意活动的证据,但其团队正在审查事件经过以及如何防止类似问题再次发生。英伟达股价经历了18个月以来最糟糕的一周,过去五个交易日股价下跌13%,抹去了超过5700亿美元的市场价值。

In the wake of Jensen Huang scandal. Amanda Agati is chief investment officer at PNC Bank and says analysts are in wait and see mode. The key is going to be what happens with the fundamentals, right? What does their earnings report show next week? It could be a monster result. And I think that will come at a time to hopefully stabilize some of this investor uncertainty, she says. Investors want to know if Nvidia can maintain its dealmaking momentum, and could press for more details on its search for a new leader.

在黄仁勋丑闻之后。PNC银行首席投资官阿曼达·阿加蒂表示,分析师们正采取观望态度。关键在于基本面的变化,对吧?下周他们的财报会显示什么?结果可能非常强劲。我认为这有望稳定部分投资者的不确定性,她说。投资者想知道英伟达是否能保持其并购势头,并可能会要求提供更多关于其寻找新领导人的细节。

Bloomberg did come out with a list of executives, by the way, that are likely in the running to replace Huang as interim CEO. Colette Kress holds down the fort. High on the list is CEO of ARM Holdings Renee Haas. The Financial Times says Nvidia's board has already approached him about the position. He has a close relationship with Nvidia as a former executive. President Trump has floated former Apple CEO Tim Cook, and there's also Advanced Micro Devices CEO Lisa Su, who happens to be Jensen Huang cousin.

顺便说一下,彭博社确实列出了一份高管名单,这些人很可能在角逐接替黄仁勋担任临时首席执行官的职位。科莱特·克雷斯目前主持大局。名单前列的是ARM Holdings的首席执行官雷内·哈斯。《金融时报》称,英伟达董事会已经就这一职位与他进行了接触。作为前高管,他与英伟达关系密切。特朗普总统曾提及前苹果首席执行官蒂姆·库克,此外还有高级微设备公司(AMD)首席执行官苏姿丰,她恰好是黄仁勋的表妹。

Surging health care costs are pushing employers towards a difficult trade off shift, higher premiums on to workers or cut back on wage increases. Bloomberg's Karen Moskow reports. Health insurance calls for private sector employees climb 6.4% in a year through September, matching the fastest annual increase since 2005. Several factors are to blame that include higher costs and greater use of medical services. The availability of new treatments such as GLP ones, and other policy changes.

不断攀升的医疗成本正迫使雇主转向艰难的权衡调整:要么将更高的保费转嫁给员工,要么削减工资涨幅。彭博社的Karen Moskow报道。截至9月的一年内,私营部门员工的医疗保险需求上升了6.4%,与2005年以来最快的年度增幅持平。造成这一现象的原因包括医疗成本上升以及医疗服务使用量的增加。例如GLP-1类新疗法的普及以及其他政策变化等因素。

More price hikes are on the horizon. That's according to insurance brokerage Aon, which projects employer health care costs will climb another 9.5% in 2027. Karen Moskow, Bloomberg Radio. And the U.S. has officially lost its measles elimination status. The Wall Street Journal says the Pan American Health Organization revoked it. As outbreaks continue to rise and vaccine uptake falls. In order to regain that standing, the U.S. must stop the spread of measles for at least 12 months.

未来还有更多的价格上涨。据保险经纪公司怡安(Aon)预测,雇主在2027年的医疗保健成本还将再上涨9.5%。Karen Moskow,彭博广播。美国已正式失去麻疹消除状态。《华尔街日报》称泛美卫生组织撤销了这一认定。随着疫情持续上升和疫苗接种率下降,美国必须至少连续12个月阻止麻疹传播,才能重新获得该地位。

And that's news when you want it. With Bloomberg News now. I'm Monica Rix and this is Bloomberg.

在您需要时提供新闻。现在是彭博新闻。我是Monica Rix,这是彭博。

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