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【Nov.3】Business Today | BBC 今日

【Nov.3】Business Today | BBC 今日财经新闻

【Nov.3】Business Today | BBC 今日财经新闻

发布于 2026-11-02 · 时长 18:12

字幕摘录

时间英文中文
0:06Affordability election.负担得起的选举。
0:07Wall Street readies for a big week as America heads to the polls华尔街的读数 一个星期,美国 领导投票
0:11for the midterms.为中期。
0:12What could it tell us about the state of the world's biggest economy?它能告诉我们世界最大经济体的状况吗?
0:16More people are working than at any time in the history of our country.工作的人比我国历史上任何时候都多。
0:23And room for judgement.并有判断余地.
0:25The boss of Signal tells the BBC artificial intelligence developmentSignal的老板告诉BBC人工智能开发
0:29needs to be slowed down.需要减速。
0:33Welcome.欢迎
0:33This is Business Today in London这是今天在伦敦的生意
展开字幕全文(268 条)
序号英文中文
1Affordability election.负担得起的选举。
2Wall Street readies for a big week as America heads to the polls华尔街的读数 一个星期,美国 领导投票
3for the midterms.为中期。
4What could it tell us about the state of the world's biggest economy?它能告诉我们世界最大经济体的状况吗?
5More people are working than at any time in the history of our country.工作的人比我国历史上任何时候都多。
6And room for judgement.并有判断余地.
7The boss of Signal tells the BBC artificial intelligence developmentSignal的老板告诉BBC人工智能开发
8needs to be slowed down.需要减速。
9Welcome.欢迎
10This is Business Today in London这是今天在伦敦的生意
11with me, Sally Bundock.跟我来 莎莉·邦多克
12So we start in the US where President Trump has been making his所以我们从美国开始 川普总统一直在做
13last campaign speeches ahead of Tuesday's midterm elections.在星期二的中期选举之前,
14The president has been总统已经
15calling on voters to consider his name to be on the ballot during an extremely busy呼吁选民在极为繁忙的情况下考虑他的名字。
16month of rallies across multiple states.每月的集会 跨多个州。
17The vote, which has been called the most consequential投票,这被称为最 后果
18US midterms for years, could see the ruling Republican Party lose its majority in the美国中期党员数年,
19House of Representatives and potentially even the Senate, according to some polls, something众议院,甚至参议院, 根据一些民意测验,
20that could slow down President Trump's ability to enact his policies during the final two这可能会减慢川普总统 在最后两场比赛中 颁布政策的能力
21years of his term.他任期的几年
22For financial markets, the results, which include key governor races,对于金融市场,结果包括关键州长种族,
23could change the trajectory of closely watched policies from US public spending to the AI从美国公共支出到大赦国际,
24build out.建起来。
25All at a time when US government borrowing costs courtesy of bond markets has美国政府在债券市场借钱的时候
26been soaring and US national debt is at an all time high.美国的国债一直居高不下
27One major issue is the rising一个主要问题是上升
28cost of living, inflation driven by surging oil prices from the war in Iran.伊朗战争的油价暴涨导致的通货膨胀。
29But President但总统
30Trump says the US has never been in a better position under my leadership income for hard特朗普说,在美国的领导收入下,美国从未有过更好的地位
31working Americans is soared to the highest level ever recorded.在美国工作的人 飙升到有史以来最高的水平
32More Americans are working更多美国人在工作
33today than at any time in the history of our country.今天比我国历史上任何时期都重要.
34The poverty rate has reached its best贫困率达到了最佳水平
35and lowest level in American history with African American poverty, Hispanic American和非洲裔美国人贫困程度最低的美洲裔美国人
36poverty, Asian American poverty, Native American poverty rates at their best and lowest levels贫穷、亚裔美国人贫穷、美洲土著人贫穷率最佳和最低
37ever recorded.曾经记录。
38And exports have soared to the highest level in American history.而出口也飙升到了美国历史上的最高水平.
39Well, Janet Moyes, head of market analysis at RBC Bruin Dolphin, has been telling us why investors那么,珍妮特·莫耶斯,RBC的市场分析负责人 布鲁因海豚,一直在告诉我们为什么投资者
40are staying on the sidelines ahead of tomorrow's election.在明天选举前,
41The thing is, according to the polls问题是,根据民调
42and according to the betting markets, the Democrats are likely to take both sides of the并且根据赌注市场, 民主党很可能采取双方
43Congress.国会.
44So I think this is a huge uncertainty that a lot of investors would actually like to因此,我认为这是一个巨大的不确定性 很多投资者实际上想
45just step aside for now, because if we have a democratic win in the Congress, it means a lot of暂时让开 因为如果我们在国会有民主的胜利 那意味着很多
46the ambitious spending plans could be on hold and debated and under more scrutiny.雄心勃勃的支出计划可以搁置和辩论,并接受更多的审查。
47And I think for我觉得
48investors, a major risk is really about the buildup of the AI center.投资人,一个重大的风险 其实是AI中心的建设。
49If the Democrats take control如果民主党控制
50of the Congress, that could potentially slow down because it is facing increasing scrutiny.这可能会放慢速度,因为它正面临越来越多的审查。
51So I guess, you know, it is, it is, I think the House is very likely to be gone.所以我想,你知道,这是,它是, 我认为,众议院很可能已经走了。
52But in terms of但从
53the Senate is really a very close call.参议院确实是一个非常紧密的号召。
54So I think people are just stepping aside for now and see所以我认为人们只是 站在一边,看
55what the results are.什么结果。
56Yeah, absolutely.当然
57And as you say, that's what the polls predict.如你所说,这就是民意测验的预测。
58But as we know,但正如我们所知,
59as history tells us, polls often do get it wrong.正如历史告诉我们的 民意测验常常会弄错了
60So we'll all be watching very closely to see what所以我们都会非常密切地看
61the outcome is.结果是。
62If the outcome is worst case scenario for President Trump and the Republicans,如果结果对川普总统和共和党来说是最糟糕的情况,
63what will the reaction on markets be like, do you think?你觉得市场的反应会怎么样?
64I think the potential reaction could be我认为潜在的反应是
65initially negative.最初为阴性.
66I think because, as I mentioned, I think the AI build out could be more at risk我认为,因为,正如我所提到的, 我认为人工智能的建设 可能更危险
67under a democratic control of the Congress.由国会民主控制。
68And as we know, the market is all about the AI trade.而且我们知道,市场都是关于AI交易的.
69So if that is being slowed down just a bit, I think markets would be very worried.所以,如果这个速度放慢一点, 我认为市场会非常担心。
70Particularly,特别是,
71we already have seen quite a lot of wobble in the AI trade the most recently.我们最近已经看到 AI 贸易中有很多摇摆。
72And of course, I think当然,我觉得
73if you're talking about fiscal spending, that is very likely to be curtailed.如果你在谈论财政支出, 那很可能是削减。
74The stimulus checks刺激措施
75may not happen.可能不会发生。
76So I think that that is a concern.因此,我认为这是一个令人关切的问题。
77And of course, I think a more immediate当然,我觉得更直接
78worry is that right after the midterms, we could see strikes at Iran again, because it has been担心的是,就在中期之后,我们可以看到伊朗再次遭到袭击,因为它已经
79stopped because President Trump said because of the midterms, but it could escalate afterwards.由于特朗普总统说由于期中考结果而停止,但之后可能会升级.
80So again, that puts more immediate risk to market in terms of the oil prices.因此,就石油价格而言,这再次给市场带来了更直接的风险。
81Absolutely.当然
82And I'm going to dig a little bit deeper into that in a moment with my next guest,我马上就要和下一位客人 深入探讨一下
83Janet.珍妮特 珍妮特 简妮特
84But let's just get your take on the AI trade at the moment, because we saw a huge sell但是,让我们只是得到你的承担 AI交易,目前,因为我们看到了一个巨大的销售
85off at the end of last week on Wall Street, the NASDAQ at one point falling into correction上周末在华尔街 纳斯达克号一度出现故障
86territory.领土。
87We had so many of the major hyperscalers revealing their earnings,我们有这么多的大型超规模 显示他们的收入,
88and it detailed enormous sums that they're spending and raising to finance AI.并详细列出他们花费和筹集的大量资金来资助AI.
89So这么说
90will we see that concern continue this week, do you think?我们本周会继续关注吗?
91I think absolutely.我认为绝对如此。
92I think markets are in a more scrutinising stage, unfortunately.不幸的是,市场正处于一个更仔细的阶段。
93The AI build out continues, but it is at risk if the democratic control of the Congress.AI的建设仍在继续,但是如果国会的民主控制,它就会面临风险.
94And the还有
95and a lot of these hyperscalers are just simply losing their free cash flow for this build out.而很多这些超规模的 仅仅是失去了他们的 免费现金流 用于这个建设。
96We're seeing increasing evidence of that.我们看到越来越多的证据
97So that's good, and it's not going to stop.因此,这是好的,它不会停止。
98OK. And yeah, so this is going to continue for a while.摆 是的,所以这个会持续一段时间。
99Janet Mouye there from RBC Bruin Dolphin.珍妮特·穆耶(英语:Janet Mouye)来自RBC 布鲁因海豚.
100Well, if we now focus on the Middle East,那么,如果我们现在专注于中东,
101Iranian negotiators were in Qatar on Sunday for the third consecutive day of talks to try and end伊朗谈判人员星期天在卡塔尔连续三天会谈,试图结束
102the US Iran war.美国伊朗战争。
103The Iranian foreign minister said Tehran is prepared for both defence and伊朗外交部长说,德黑兰已经做好防御准备,
104diplomacy.外交。
105Amid growing concerns, American and Israeli attacks could resume after the US在日益严重的担忧中,美国和以色列的攻击可能在美国之后恢复。
106midterm elections.中期选举。
107Iranian state TV has reported on Sunday that two oil tankers exploded after伊朗国家电视台星期日报道,两艘油轮在之后爆炸。
108striking mines while travelling through an unauthorised route in the Strait of Hormuz,在Hormuz海峡通过未经批准的路线时触雷,
109citing the Islamic Revolutionary Guard Corps Navy.提到伊斯兰革命卫队海军。
110Now, we cannot verify when these pictures现在,我们无法核实 这些照片何时
111were taken, but international benchmark Brent crude oil prices are still elevated with futures但国际基准布伦特原油价格仍随着期货上涨
112currently trading at around one hundred and ten dollars per barrel.目前每桶交易额约为110美元。
113We spoke to Kate Dorian,我们和凯特·多里安谈过了
114a fellow at the Energy Institute in the UK, about the current status of the conflict.联合王国能源研究所研究员,介绍冲突的现状。
115Israeli elections were inconclusive.以色列的选举没有结果。
116So Mr Netanyahu is going to remain as caretaker.所以内塔尼亚胡先生要继续当看守
117And we know what his position is.我们知道他的立场
118He wants Iran.他希望伊朗。
119He wants more attacks against Iran.他想对伊朗发动更多攻击
120He wants regime他想要政权
121change.变化。
122But at the same time, we're seeing some diplomatic moves.但与此同时,我们看到一些外交举动.
123Qatar, obviously, is one of显然,卡塔尔是
124those Gulf countries that was really, really hit hard by the closure of the Strait of Hormuz.那些海湾国家 被关闭霍尔木兹海峡 严重打击
125Because they don't have the option to move their tankers and export LNG, which is why we've seen因为他们没有选择 移动他们的油罐车和出口LNG, 这就是为什么我们看到
126such very, very high prices for gas in Europe in recent weeks.最近几周欧洲天然气价格非常高
127They've come off a little bit.他们走了一点。
128The market is also bracing for the possibility that after the midterm elections in the US,市场也支持美国中期选举之后,
129there may be renewed attacks against Iran.伊朗可能再次遭到袭击。
130Iran has said that there would be no geographic limit伊朗说,没有地理限制
131to its response.回应。
132So, you know, we're still in a state of no war, no peace, diplomatic efforts所以,你知道,我们仍然处于 没有战争, 没有和平, 外交努力
133ongoing, but the US doesn't seem to be involved.但美国似乎没有参与进来
134It's between Qatar and Iran.位于卡塔尔和伊朗之间.
135So we just have to所以我们必须
136wait and see.等着瞧
137But prices have come off on expectations that there may be a diplomatic solution.但价格下降是因为人们期望有外交解决办法。
138Yeah, on the hope.是啊,希望是这样。
139So a bit more positive than negative today.所以今天比负面更积极一点。
140But in the meantime,但与此同时,
141the attacks continues.袭击仍在继续。
142The Iran-backed Houthis in Yemen continue to target Saudi Arabia.伊朗支持的胡塞人在也门继续以沙特阿拉伯为目标.
143And还有
144that is ongoing, isn't it, despite all the efforts to end that war that we heard尽管我们听到为结束这场战争 付出了很多努力
145from the internationally-backed government of Yemen?从国际支持的也门政府?
146Well, exactly.没错
147Yes, you've seen attacks.是的,你见过攻击。
148I mean, the Red Sea, the route out of the Red Sea in the我的意思是,红海, 离开红海的路线在
149南部,Bab al-Mandeb号仍由胡塞人控制.
150So Saudi Arabia is因此,沙特阿拉伯是
151shipping more crude through the Strait of Hormuz, which is quite risky.途经Hormuz海峡的运输更加粗糙,这很危险。
152And it's also a costly也太贵了
153exercise because you need two tankers to conduct these ship-to-ship transfers.因为你需要两艘油轮来进行这些船对船的转移。
154And then through然后穿过
155Bab al-Mandeb, if you can't go through the South, you have to go through the North, through the SuezBab al-Mandeb,如果你不能穿过南方, 你必须穿过北方,通过苏伊士河
156Canal, which means going around the Horn of Africa because the main market is in Asia.运河,指绕过非洲之角,因为主要市场在亚洲.
157So that ties up your tankers, which is why we're seeing very high freight rates, we're seeing high因此,这与你的油轮有关, 这就是为什么我们看到非常高的运费率,
158insurance rates, and we're seeing a shortage of refined fuels, you know, like diesel, which is保险费率,我们看到 精炼燃料短缺,你知道, 像柴油,这是
159much higher than crude oil.远高于原油。
160So that's why, you know, if you look at just the price of oil futures,这就是为什么,你知道, 如果你看看石油期货的价格,
161it doesn't really reflect the realities of the market.这并不能真正反映市场的现实。
162Kate Dorian there from the Energy Institute UK.凯特·多里安来自英国能源研究所
163Well, let's bring you some other business stories.好吧,让我们给你一些其他的商业故事。
164Ryanair says it's reviewing all its costs due to soaring fuel prices and may ask staff toRyanair说,它正在审查燃料价格暴涨导致的所有成本,可能要求工作人员
165take temporary pay freezes.暂时冻结工资。
166Europe's biggest airline by passenger numbers is also warning欧洲最大的航空公司 乘客号也是警告
167shortfall airfares will rise next year, but they won't be enough to offset a jump in its fuel bill不足的机票明年会上涨, 但是它们不足以抵消燃料费的跳跃
168of some $2.2 billion for the current financial year.本财政年度约为22亿美元。
169Ryanair说三个月的利润
170to September were down 6%.从9月下降6%。
171BBC理解Virgin Media 02是稍后宣布计划
172week for thousands of job cuts.每周要裁员数千人
173The exact details are yet to be finalized, but the firm,具体细节尚未最后确定,但公司,
174which employs 16,000 people, is also expected to halt investment in its fibre network as预计将停止对纤维网络的投资,因为
175investors raise concerns about its debt of more than £20 billion.投资者担心其债务超过200亿英镑。
176And coming up, calling for an上来,呼吁
177AI减速,BBC与Signal老板谈.
178Around the world and across the UK, this is BBC环绕世界,环绕英国,这是英国广播公司
179News.新闻.
180今天你和BBC新闻的Business Today合作
181Now, let's talk about AI safety in general.现在,让我们来谈谈AI安全的一般。
182Meredith Whitaker是信号基金会的老板 负责加密消息
183app Signal.应用信号。
184She's a former AI researcher at Google and is calling for AI development to be slowed她是Google的AI前研究员,要求AI开发减速
185down.下来
186她跟我们的记者Megha Mohan谈过了
187The risk is very real, but it's not the shiny风险是真实的,但不是闪亮的
188ghost stories that the wild-eyed boys are telling us right now.鬼故事,野眼男孩 告诉我们现在。
189AI doom is dominating the headlines,AI末日占据头条
190but the president of Signal, the encrypted messaging app and one of the most influential但Signal的总裁 加密的通讯程序 以及最有影响力的
191women in the space, is telling us to slow down.女人在太空中 要求我们减速
192You would have to draw back on a lot of this.你不得不从这些事情中吸取教训
193You would have to put measures in place that slow things down, that leave room for judgement,你必须采取措施 减缓事态 留有判断余地
194that allow institutions and experts to say AI is not appropriate here.允许机构和专家说大赦国际在这里是不恰当的。
195We should be insisting on我们应该坚持
196robust engineering, robust technical practices, all of which slow down markets, all of which might强力工程,强力技术做法,都放慢了市场速度,所有这些都可能
197affect valuations.影响估值。
198Meredith Whitaker领导Signal, 一个围绕隐私作为核心的讯息应用
199with an estimated 40 to 70 million users.估计有4 000万至7 000万用户。
200When you and I are talking on Signal,当你和我谈论信号,
201only you and I can read those messages.只有你和我才能读到那些留言
202We live in a world where almost everything we do, our我们生活在一个几乎我们所做的一切,我们
203connections, our communities, our locations, our preferences, our communications, are surveilled联系、社区、地点、喜好、通讯 都被监视
204and logged by a handful of companies that use them to sell ads, that can give them to governments,并且被少数公司登录 他们使用它们 出售广告, 可以将它们给政府,
205that are picked up by data brokers, sold to ideological fringe groups.被数据经纪人发现 卖给意识形态边缘团体
206Around 2017, Whitaker gained public recognition as a co-organiser of the Google Walkout,2017年左右,惠特克获得了公众认可,成为Google步道的联合组织者,
207which saw more than 20,000 employees and contractors take part.20 000多名雇员和承包商参加了这次活动。
208A former AI researcher前AI研究员
209at Google, she had raised concerns about the ethical risks of AI systems, including their在Google会议上,她对人工智能系统的道德风险表示关切,包括:
210potential use in military applications.可能用于军事用途。
211I was alarmed by this.我对此感到震惊。
212This is going to supercharge这要加价了
213mistakes, this is going to launder bad intelligence and bad data, this is going to paint a veneer of错误,这是要清洗 坏的智能和坏的数据, 这是要描绘 阴道
214objectivity and intelligence on systems that are basically just drawing on the same bad intel that客观和智能的系统 基本上只是利用同样的坏情报
215we've always had access to.我们总能接触到
216If you and I talk in five years time, what kind of conversation do you如果五年后我们再谈,你该怎么谈?
217hope that we'll be having?希望我们能有吗?
218Right now our visions are being written by people whose motivations are现在,我们的愿景正在被人们所写 他们的动机是
219often aligned with the profit and growth of a very narrow industry.往往与一个非常狭窄的工业的利润和增长相一致。
220Products and technologies产品和技术
221should not be dominating the vision for what it looks like to move forward as a human population.不应主宰它作为人口向前迈进的远景。
222Meredith Whitaker在那里 信号基金会的老板
223Now to something that more and more现在,越来越多的东西
224of us may be feeling or experiencing in the workplace, certainly amidst fast changing我们也许在工作场所有感觉或经历 肯定在快速变化中
225technology and some of the many challenges that that brings and I'm talking about stress.科技和许多挑战 带来,我指的是压力。
226Left unaddressed, stress can affect your health and well-being, it increases sickness, absence没有解决,压力会影响你的健康和幸福, 增加疾病,缺勤
227and workplace performance and Nick Proper is a human performance expert who's trained peopleNick Proper是训练有素的人类表演专家
228working in some of the most high pressure environments in the world from the US Air Force美国空军在世界上一些高压环境下工作
229to the sales floor at Goldman Sachs and he took me through some of the advice that is helpful.在高盛的销售层 他带我通过一些建议 是有用的。
230Stress in and of itself actually is not the issue and the avoidance of stress certainly isn't the压力本身并不是问题 避免压力当然不是问题
231but stress in the absence of recovery does become problematic so the main message is we need the但是,如果没有恢复,压力确实变得很麻烦,所以我们的主要信息是我们需要
232stress that actually creates the opportunity to optimize performance, the opportunity for us to压力实际上创造了优化业绩的机会,使我们有机会
233grow as humans but we also have to pay attention to where the growth happens and the growth happens人类的成长,但我们也必须注意 生长在哪里,生长在哪里
234in the recovery phase and that's the part that's missing for most people in business and candidly在恢复阶段,这是 缺少的部分 对于大多数人在商业和坦率
235out there trying to do hard things whatever the endeavor.无论付出什么努力 都想尽办法
236Is it true to say Nick that currently stress levels are higher in any work environment,尼克现在的压力水平在任何工作环境中 都更高
237partly because of just what's going on in the world, something that I'm talking about in my部分原因是... ... ......
238workplace all the time, the concern about what's happening in the Middle East in countries across对中东各国发生的事情的关注
239Europe and we saw a lot of stress across Europe over the weekend where we saw riots in Germany欧洲和我们看到了欧洲的很多压力 在周末,我们看到德国的暴动
240and France and protests and all sorts?和法国,抗议和各种?
241Yeah and I think this is really an issue of what we would是啊,我觉得这真的是一个问题 我们该怎么办
242call locus of control when when we talk about these stressors, so that's an important word,当我们谈论这些压力时,叫控制中心, 所以这是一个重要词,
243the stressor is the thing that's delivering the stress to the individual, we often talk about them压力是给个人带来压力的东西 我们经常谈论它们
244in very big kind of macro descriptions like what's happening in the Middle East, what's happening in在非常大的宏观描述 比如中东正在发生的事情,
245my company, the brain fundamentally doesn't like that because it feels like it has no control,我的公司,大脑根本不喜欢 因为它觉得自己没有控制力,
246we're just reacting to whatever this thing is going to do to us, so for example what we need我们只是反应 不管这东西会对我们做什么, 所以例如我们需要什么
247to do in those situations is start to pay attention to what we can control and that shifts the locus在这样的情况下,我们开始注意 我们能控制什么, 并改变
248from external to internal, now I'm going to decide how I interact with this situation,从外部到内部, 现在我要决定 我如何与这种情况互动,
249however big, however complex, I'm going to do it on my terms and that calms the psychology down无论多么庞大,无论多么复杂,我都要按我的条件去做,这样就能让心理学冷静下来
250and that then in turn calms our physiology down which is very important in our ability而这反过来又使我们的生理平静下来 这对我们的能力非常重要
251to sustain our performance without getting exhausted, overwhelmed or burning out.保持我们的表演,而不会精疲力竭,不堪重负或燃烧。
252As you said Nick, mental health and mental well-being and reducing stress was something正如你所说 心理健康和心理健康 以及减轻压力
253that was not talked about until more recently, are we better at dealing with it do you think?这直到最近才被讨论过, 你觉得我们是否更擅长处理?
254I think we're on the way, that's why we do the work we do, that's why we've now taken我想我们是在路上, 这就是为什么我们做我们的工作,
255the book of our work, stress self to best self out into the world so that anybody anywhere can我们作品的书,强调自己 最好的自我 进入世界,以便任何人都可以
256get access to it, I think the first thing is we have to recognise our stress warning signs,首先我们要识别出压力警告信号
257we've got very good at ignoring the way the body is communicating with us, that we are starting to我们非常善于忽视身体与我们沟通的方式
258experience stress, that's kind of problem number one, so we have to just learn what it looks like经验压力,这是头号问题, 所以我们得学习它是什么样子的
259for us to be under stress, whether that's a physical response, a mental response, that can我们承受着压力 不管是身体反应 还是精神反应
260be us getting hyper distracted or hyper focused and those emotional responses, anxiety, fear,我们变得过度分心或过度专注 情绪反应、焦虑、恐惧
261being combative, that's just useful information and we do have to start paying attention to that这是有用的信息 我们必须开始关注
262and then we've got to say what happens next and the thing we need to do next is almost often然后我们不得不说接下来会发生什么 而接下来我们需要做的是几乎经常
263you know do something in the heat of the moment to hold our performance level whilst we're dealing趁我们交易时 做点什么来维持我们的表演水平
264with this stress.压力很大
265Interesting, do something in the heat of the moment if you're stressed,有趣的是,做一些 热中的时刻,如果你的压力,
266I'm not going to do that right now, I'm just going to talk to you about the website as you can see我现在不这样做,我只是要 跟你谈谈网站,你可以看到
267there's so much more in business and economics there for you to divulge into lots of detail on在商业和经济学方面 还有很多事要你详细介绍
268the Binance website coming up and running again today on the BBC News website or app do take a look.Binance网站今天又在BBC新闻网站或app上运行,
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