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【BBC商业新闻】20261107 Business Tod

【BBC商业新闻】20261107 Business Today

【BBC商业新闻】20261107 Business Today

发布于 2026-11-06 · 时长 24:54

字幕摘录

时间英文中文
0:07Stock prices collapse on Wall Street and in Asia, as investors weigh up the impact of华尔街和亚洲的股价暴跌,因为投资者权衡了
0:13a blue wave of anti-tech sentiment in Washington.华盛顿一股蓝色的反科技情绪
0:19So does it threaten what could have been the也威胁着本该是什么
0:21biggest stock market launch of all time?有史以来最大的股票市场?
0:24An疽.
0:26Also, will new dynamics in Washington threaten此外,华盛顿的新动态将威胁
0:28Trump's power?特朗普的权力?
0:29What will that mean for the war in the Gulf?那对海湾战争意味着什么?
0:32And we're also going to我们也打算
0:33be hearing about the surge in appetite for Indian restaurants as Diwali gets underway.随着迪瓦利的到来 对印度餐馆的胃口猛增
展开字幕全文(417 条)
序号英文中文
1Stock prices collapse on Wall Street and in Asia, as investors weigh up the impact of华尔街和亚洲的股价暴跌,因为投资者权衡了
2a blue wave of anti-tech sentiment in Washington.华盛顿一股蓝色的反科技情绪
3So does it threaten what could have been the也威胁着本该是什么
4biggest stock market launch of all time?有史以来最大的股票市场?
5An疽.
6Also, will new dynamics in Washington threaten此外,华盛顿的新动态将威胁
7Trump's power?特朗普的权力?
8What will that mean for the war in the Gulf?那对海湾战争意味着什么?
9And we're also going to我们也打算
10be hearing about the surge in appetite for Indian restaurants as Diwali gets underway.随着迪瓦利的到来 对印度餐馆的胃口猛增
11Hello there.哈啰
12Live from London, this is Business Today with Mila Questa-Burak.来自伦敦的现场直播,这是今日商业与米拉·奎斯塔-布拉克.
13We begin in我们开始吧
14the United States, where Wall Street was shaken on Thursday by a widespread sell-off led by美国,星期四华尔街被大范围销售所震撼
15in chaotic trading that saw retail investors as well as institutions dumping stocks.在混乱的贸易中,零售投资者和机构倾销股票。
16The那个
17Dow Jones Industrial Average dropped 1800 points, or just over 3.44%, raising all of its gains道琼斯工业平均跌了1800点,略高于3.44%,提高了所有收益
18from the previous day.从前一天。
19Let's turn now to the S&P 500.现转自"科普500".
20That fell 4.3%, more than 4.3%, and下降了4.3%,超过4.3%,
21that is its worst performance since President Trump's Liberation Day back in April 2025.这是自2025年4月特朗普总统解放日以来最糟糕的表现。
22All of that, a decline in value of around $3 trillion in America's biggest listed companies.所有这一切,美国最大上市公司价值下降约3万亿美元.
23For context, that's approaching the entire value of the UK's FTSE 100.就背景而言,这接近了英国FTSE 100的全部价值.
24But it was the但这是
25sweeping midterm election victory.彻底赢得中期选举胜利。
26Investors fear a crackdown on data centers, the target投资者担心数据中心遭到镇压,
27of a voter backlash over water and energy use, and also tougher regulation of AI.选民对水和能源使用持反对态度,对大赦国际的管制也更加严格。
28With与
29more from New York, here's the BBC's North America business correspondent, Michelle Flurry.更多来自纽约,这里是BBC北美商业记者米歇尔·弗利里.
30The losses helped drag the Nasdaq down 5.5%.损失使纳斯达克号下降5.5%。
31The tech-heavy index is now in what market高科技指数现在在哪个市场
32falls at least 10% below its recent high.至少比最近高10%。
33The fear that's driving this selling is that驱使销售的恐惧是
34the boom in AI data center construction will slow after the Democrats' midterm election在民主党中期选举之后,AI数据中心建设的繁荣将放缓
35victory.胜负。
36Investment Bank UBS warns that almost a third of planned data center capacity could投资银行UBS警告说,将近三分之一的计划数据中心能力可以
37be at risk.有危险。
38This sell-off comes on top of broader concerns about whether the huge amounts卖掉这些钱 是因为人们更担心 数额是否巨大
39being spent on artificial intelligence will ever pay off.被花在人工智能上 永远不会得到回报。
40And it's not just tech stocks不只是技术股票
41that are feeling the pain.感觉到了痛苦
42The broader S&P 500 was down more than 4%, a sign that the更大的S&P 500下降4%以上,表明
43sell-off was spreading well beyond the AI trade.销售的蔓延远远超出了人工智能贸易的范围。
44As for the Dow Jones Industrial Average,至于道琼斯工业平均水平,
45it gave back all of those monster gains that it made one day earlier.它归还了所有那些怪物 一天前得到的收益。
46Remember, AI has记住,AI已经
47been a major driver of economic growth.是经济增长的一个主要动力。
48And that was Michelle Flurry.那是米歇尔·弗瑞
49President Trump川普总统
50has acknowledged the scale of those market losses.已承认这些市场损失的规模。
51Writing on Truth Social, he said that他写道,
52the stock market suffered one of the worst days in history.股市经历了历史上最糟糕的一天。
53And he went on to argue that他接着说
54it wasn't Republicans, but the Democrats, as he called his political opponents, pledging不是共和党人,而是民主党人, 他称他的政敌,保证
55that America would soon be bigger and stronger than ever before.美国将会比以往更强大
56Ray Wang是个老兵
57tech investor based in Silicon Valley.总部位于硅谷的技术投资者.
58Ray, lovely to have you with us.雷 很高兴你和我们在一起
59Just talk us就说吧
60through the concerns of those investors.通过这些投资者的关切。
61Democrats obviously want to stop the rapid expansion民主党显然想阻止快速扩张
62of data centers across the United States.美国各地的数据中心。
63Just very quickly, have they explicitly said很快,他们明确说过
64that they will stop them, or are they provisos in there?是他们阻止他们呢?还是他们在里面有限制呢?
65Just clarify that point for us.只要为我们澄清这一点。
66Great point.说得好
67Good morning.早上好,你好吗?
68And I would clarify it this way.我会以这种方式澄清这一点。
69Let's take the Democrats and让我们拿民主党和
70the Republican issue out of the question.共和党的问题是不可能的
71What the American people voted on was the美国人民投的票是
72fact that they're scared of AI, they're scared that data centers are going to do something他们害怕AI 他们害怕数据中心会做点什么
73that they're not sure about, and they do not understand the strategic importance of how他们不知道,他们不 理解的战略重要性如何
74it fits in terms of the global race for competition on AI.它符合AI的全球竞争条件。
75And those three things converged post-election这三件事在大选后汇合
76because if you look at the electorate, a lot of voters that voted for one party actually因为如果你看看选民, 很多投票支持一个政党的选民实际上
77switched over because they were scared on these three big issues.因为他们在这三个大问题上都害怕,所以转过身去.
78And that's really这是真的
79what drove this.是什么驱动了这个。
80And investors thinking that traditionally post-election there was a bump,投资人认为 传统上选后会出事
81investors started to realize that if these data centers were going to be held up, the投资者开始意识到如果这些数据中心被搁置,
82foundation of America's AI economy is based on the fact that we're going to build 2,000美国AI经济的基础 是基于我们将要建设2000个
83more data centers in the next three to five years.在接下来的三到五年里更多的数据中心。
84If that doesn't happen, then the entire如果不是这样,那么整个
85thesis on the AI investment is going to be thrown out.关于AI投资的论文要被抛出.
86And that was the calculus that这就是计算
87happened today among investors.今天在投资者中间发生了
88Then the second piece was the fact that Texas, a very Republican第二部是德克萨斯州 一个非常共和党人
89state or seen as a red state, lost all their battles and switched to the Democratic Party.州或视之为红州,输掉所有战役,转投民主党.
90And there were promises there to go after data centers, which is really what spooked并有承诺 去数据中心, 这真的是吓坏了
91the investors, followed by the complete crash on every other end as everybody started doing投资者,然后是完全崩溃 在其他的端 随着每个人开始做
92some panic selling.一些恐慌销售。
93Yeah, there is the big question.是啊,有一个大问题。
94Is the AI race over?AI比赛结束了吗?
95Or we know AI is here to stay.或者我们知道AI在这里留下。
96And what has happened now is presenting opportunities for other economies to step in.而现在发生的情况是,为其他经济体提供了介入的机会。
97What are your thoughts on that?你对此有什么想法?
98Look, the AI race is absolutely not over.你看,AI比赛绝对没有结束。
99We are just at the beginning of it using an American baseball analogy.我们刚刚开始使用美国棒球类比。
100We are an inning two, inning three of a nine inning baseball match.我们是二,九场棒球比赛中的三场
101The problem is this time we don't have the regulatory support to get the data centers问题是,这次我们没有 管理支持来获得数据中心
102up there.那边
103There needs to be a social compact between the data centers and tech companies数据中心和技术公司之间需要社会契约
104with society to figure out how they share in the gains.让社会了解他们如何分享收益。
105I think that's really what is at issue here from the American electorate.我认为这正是美国选民所争论的。
106But the good news is the concentration of data centers, almost 2000 being built in the但好消息是数据中心的集中 近2000年正在建设中
107U.S., 500 being built in China.美,中国建设500座.
108That means companies like Google or Amazon or everyone else is Microsoft is going to这意味着Google或Amazon等公司 或其他所有人都是微软公司
109think about putting those data centers in other countries.考虑把这些数据中心设在其他国家。
110And that is good for the rest of the world.这对全世界都有好处。
111Okay, fascinating.好吧,令人着迷。
112Rayong, thank you very much for that.瑞容,非常感谢你
113Thank you.谢谢
114Great.不错
115Okay, let's get some reaction from Asia itself now where tech heavy indices have fallen sharply好吧,让我们从亚洲本身得到一些反应 现在,技术重指数已经急剧下降
116through the course of the day in South Korea and Japan.在韩国和日本的白天
117Firms that make computer chips and other equipment that power AI saw their shares slide.制造电脑芯片的公司 和其他为AI提供动力的设备 看到了他们的股票滑动。
118Let's cross now to Seoul and hear from our correspondent there who is Jake Kwon.让我们现在通过到首尔 从我们的通讯员 谁是Jake Kwon。
119So we've had a circuit breaker triggered.我们触发了断路器
120What is it?这是什么?
121What happened?发生了什么事?
122Well, the circuit breaker is supposed to stem some of that panic selling.断路器应该能阻止恐慌的销售
123And as soon as the Korean market opened this morning, when this market slipped more than今早韩国市场一开市 市场就跌了
124eight points, the circuit breaker was triggered, which means that for next 20 minutes, there8点,电路断路器被触发, 这意味着接下来的20分钟,在那里
125will be no trade of the stocks whatsoever.绝不是股票交易
126Now, that did not stem and we're still in the negative, but the market has recovered现在,这没有停止 而且我们仍然在负, 但是市场已经恢复了
127somewhat.有点
128But this is not just South Korea.但这不仅仅是韩国。
129Asian markets were some of the hardest hit by this, you know, midterms election result.亚洲市场是受此影响最大的市场之一,
130We've seen the same sell-off in Japan and Taiwan.在日本和台湾也见过同样的卖掉.
131And these are countries where memory chips that are being suppliers, these are some of而这些国家 记忆芯片的供应商, 这些是一些
132the biggest suppliers of the memory chips that goes into the AI data centers in the进入 AI 数据中心的内存芯片的最大供应商
133U.S.美国.
134We've seen big sharp sell-off from SK Hynix and Samsung Electronics, the two chip giant我们从SK Hynix和三星电子公司 看到了一个大卖点 两个芯片巨头
135in South Korea, as well as Kioxia, the chip giant in Japan.在韩国,还有日本的芯片巨头Kioxia.
136So, you know, the investors are fearing that, you know, the demand for these chips will所以,你知道,投资者 担心,你知道, 这些芯片的需求会
137be falling off when the Democrats come into power.当民主党掌权时会掉下来
138But the analysts in South Korea, few believe that this is the end of AI race.但韩国的分析家们,很少有人相信这是AI种族的终结.
139So in the long term, they believe that this will recover.因此,从长远来看,他们相信这将恢复。
140Jake, thank you very much.杰克,非常感谢
141More analysis from you here on business.更多的分析 从你在这里关于业务。
142Let's return to the United States.复归美国.
143The Democrats have pledged to focus on affordability and accountability after seizing民主党承诺在夺取后 注重负担能力和问责制
144control of both chambers in Congress.控制国会两院
145There is a long list of pledges on issues from tariffs to energy.关于从关税到能源的问题,有大量的承诺。
146They want to scrap the president's tariffs, which are adding to the price of all sorts他们想取消总统的关税, 增加各种价格
147of imports.进口。
148They also want to end the war in Iran, which has sent fuel prices soaring.他们还希望结束使燃料价格飞涨的伊朗战争。
149These are concerns, of course, that are shared on both sides of the political divide.当然,这些是政治分歧双方共同关切的问题。
150Well, Andrew Hale is a fellow at the conservative think tank, advancing American freedom安德鲁·黑尔是保守派智囊团的成员 推动美国自由
151and he's been amongst the most outspoken conservative critics of the Trump administration他一直是特朗普政府最直言不讳的保守批评者之一
152and its economic policies.及其经济政策。
153Lovely to have you with us, Andrew.很高兴你和我们在一起 安德鲁
154So let's just start there.所以,让我们从那里开始。
155For the Democrats, what could they try to do or what are they hoping to do to stymie对民主党来说,他们能做什么,或者他们希望做什么来阻止
156President Trump's agenda?川普总统的议程?
157Well, basically, I think with regards to the Democrats, it's a historic win.嗯,基本上,我认为 关于民主党, 这是一个历史性的胜利。
158They should be very proud.他们应该非常自豪。
159Basically, I think what they can do is the Democrats and the Congress has the power of基本上,我认为他们能做的是 民主党和国会有权力
160the purse under Article 1, Section 9 of the Constitution, which basically means that come《宪法》第1条第9款规定的钱包,基本上意味着
161January when they take over every dollar that Trump spends, it needs to be approved by the当他们接管特朗普花掉的每一美元时, 需要获得批准
162House and the Senate.众议院和参议院。
163They have the power appropriations.他们有 电力拨款。
164And of course, they could basically put in a clause in the defense budget to defund this当然,他们基本上可以在国防预算里 加上一个条款 来削减这笔钱
165illegal war in Iran, which President Trump never got permission from Congress to engage in.伊朗的非法战争 川普总统从未获得国会许可
166So that's one thing that they could do.所以这是他们可以做的一件事。
167With regards to legislation, they need to overcome a presidential veto.关于立法,它们需要克服总统的否决。
168They have to basically get a two-thirds majority in the Senate.他们基本上必须获得参议院三分之二多数票.
169And even with defections from the Republican side, I think that would be difficult.即使从共和党方面叛逃 我也觉得这很难
170So I think they'll rely upon the power of the purse.我想他们会依靠钱包的力量
171And they could also, for example, with the tariffs, basically defund the office of the并且他们也可以,例如,用关税, 基本上退款办公室
172U.S. trade representative, as well as the Department of Commerce, which is run by Howard美国贸易代表以及由霍华德管理的商业部
173Andrew, they're promising to abolish tariffs.安德鲁,他们答应取消关税
174I mean, let's just go back to the transition from President Trump's first administration我的意思是,让我们回到过渡 从总统川普的第一个政府
175and that to Joe Biden.还有给乔·拜登的
176Joe Biden didn't scrap some of the tariffs that Trump had put into place.乔·拜登没有取消特朗普已经实施的一些关税.
177You're absolutely correct.你说得对
178But remember, in President Trump's first term, his tariffs that he implemented were legal.但记住,在特朗普总统的第一个任期内,他执行的关税是合法的.
179And he was advised to do that by Ambassador Robert Lighthizer, who was a staunch lawyer who worked罗伯特·莱特希泽尔大使建议他这么做 他是一位坚定的律师
180for every Republican administration from Reagan to Trump.从里根到特朗普的每个共和党政府
181One now he's got a lot of wild cards in there who've advised him to engage in using illegal一个现在他有很多野生卡片 谁建议他利用非法手段
182means to impose tariffs.意味着征收关税。
183And most of President Trump's tariffs he's imposed on the Americans during his second而特朗普总统的关税 大部分是在他第二次对美国人征收的
184presidency have been illegal.总统职务是非法的。
185And that's why the IEPA terrorists were ruled illegal by the Supreme Court and already the这就是为什么IEPA恐怖分子被最高法院 裁定为非法 并且已经
186one to two tariffs have been declared illegal by the U.S.美国宣布一至两项关税为非法。
187Court of International Trade.国际贸易法院。
188And I'm very confident that the three ones under forced labor, as well as the three three我非常相信 三个被强迫劳动的人 还有三个
189eights and others, will be declared illegal as well.8等,也将被宣布为非法.
190The courts will eventually do the job that perhaps Congress cannot.法院最终会做也许国会做不到的工作.
191Very quickly, what sentiment like amongst Republicans right now?很快,现在共和党人有什么感觉?
192Well, I went to six events on an election night and basically going to the Republican我参加了六场选举晚会 基本上去了共和党
193events, people were crying that people were it was like a funeral, actually.人们哭着说人们是像葬礼一样
194It was also they think they were in shock.他们也觉得自己很震惊
195I mean, you had people like the President, the Heritage Foundation saying they were going我的意思是,你有像总统, 传统基金会的人说他们要去
196to keep the House and the Senate, which is absurd.保持众议院和参议院,这是荒谬的。
197And of course, now what we're going to see is lots of infighting.当然,我们现在看到的是 大量的内斗。
198And of course, I think basically JD Bantz's political prospects are pretty much gone now,当然,我认为基本上JD班茨的政治前景 已经很渺茫了,
199which is probably a good thing.这可能是一件好事。
200Andrew Hale.安德鲁·黑尔.
201It's a pleasure to talk to you.欢喜踊跃.
202Thank you very much.谢谢
203Thank you.谢谢
204Thank you very much.谢谢
205All the best.尽一切善根.
206Bye bye.再见
207You too.你也一样。
208You're watching BBC News.你在看BBC新闻
209Still to come, Shubh Diwali.仍然要来,舒布・迪瓦利。
210We are going to be hearing how Indian restaurants are enjoying pretty big demand for Diwali.我们将会听到印度餐馆如何享受 对迪瓦利的巨大需求。
211Lots of food also around the world and across the UK.世界各地和整个英国也有很多食物
212You're watching BBC News, don't you?你在看BBC新闻,对吧?
213This is BBC News.这是BBC新闻。
214Oil traders are trying to make sense of the power shifts in Washington.石油贸易商试图理解华盛顿的电力转移.
215On Wednesday, the Vice President, JD Bantz, blamed the Iran war for the Republican Party's副总统班茨星期三将伊朗战争归咎于共和党
216devastating losses, appearing to distance himself from the conflict and raising hopes造成灾难性损失,似乎与冲突保持距离并带来希望
217of a de-escalation.降级。
218Oil prices slumped well below $100 a barrel.油价跌幅远低于每桶100美元。
219Well, they've recovered slightly and we've got Brent crude contracts for December currently嗯,他们已经稍稍恢复了 我们得到了布伦特粗糙的合同 目前12月
220trading at just under $100.交易额不到100美元
221So with President Trump weakened, will we see a US de-escalation with Iran or is more所以随着特朗普总统的削弱 我们将看到美国与伊朗的降级 或者更多
222military action more likely?军事行动更可能?
223Well, Pratibha Thacker is the Regional Director for the Middle Eastern Africa at the Economist好吧,普拉提巴 Thacker是《经济学家》东非区域主任
224Intelligence Unit.情报组
225Pratibha, it's lovely to have you with us.Pratibha 很高兴你和我们在一起
226So the oil price did fall quite sharply, actually, after the midterms.因此石油的价格在中期之后确实大幅下跌。
227Now, back up a little bit.现在,退后一点。
228What does this tell us about the likelihood of a de-escalation?这告诉我们 降级的可能性是什么?
229How are you reading it?你读得怎么样?
230Good morning and thank you for having me again.早上好,谢谢你再次邀请我。
231On the Iran front, I would say the Democrats' strong victory has signaled the risk of further在伊朗方面,我要说,民主党的强势胜利 预示着进一步
232escalation has fallen.升级已经下降。
233However, Mr. Trump is facing greater pressure, including from within his own party, to bring然而,特朗普先生正面临更大的压力,包括来自他自己的党内的压力,要求他带来
234the war to an end.战争结束
235This is one of the key criteria as well.这也是关键标准之一。
236But that is a shift in expectations.但这是期望的转变。
237I would say not evidence that a deal is closed.我要说的是,没有证据表明交易已经结束。
238The obstacles to an agreement are still very substantial for both Washington and Tehran,对华盛顿和德黑兰来说,达成协议的障碍仍然很大,
239and it would make it difficult for concessions and the election result does not really resolve这会给让步带来困难 而选举结果并没有真正解决
240the underlying big complex disputes between the two parties, including sanctions.双方潜在的重大复杂争端,包括制裁。
241Expect more pressure on Trump to continue, basically one, to explore a deal, but I would希望对特朗普施加更大的压力 继续,基本上,探索一项协议, 但我会
242not rule out further military action.不排除进一步的军事行动。
243The election result could make him more cautious about the economic and political costs of选举结果可能使他对选举造成的经济和政治代价更加谨慎。
244escalation.升级。
245It could also leave him feeling less constrained after the electoral damage has already been这还可能使他在选举受到破坏之后感到不那么受限制。
246done.结束了。
247So for now, very much the waiting is more on a first possibility of going into maybe所以,现在,非常的等待 更多的是第一个可能性 进入也许
248further de-escalation, particularly the pressure coming from within his party and also from进一步降级,特别是来自其党内以及来自
249the Gulf states, particularly Saudi Arabia and UAE and Qatar.海湾国家,特别是沙特阿拉伯、阿联酋和卡塔尔。
250Just very quickly, we've had reports of Iran repairing missile sites on the ground.很快,我们收到伊朗 修复导弹基地的报告
251What are they likely doing?他们可能在做什么?
252Are they preparing for further strikes, this escalation perhaps, or are they using this他们是否准备进一步打击,这种升级,也许,或者他们正在使用这个
253as a sign that things will calm down?表明事情会平静下来?
254What impact is that going to have on the war and market sentiment?这会对战争和市场情绪产生什么影响?
255I would say from the market perspective, we've seen that market is very much going towards我想说从市场角度看,我们已经看到市场正在走向
256a de-escalation.降级
257You saw a drop in the oil prices, we saw the dollar fall, but yes, oil prices have edged你看见油价下跌,我们看见美元下跌, 但是是的,油价下跌了
258based on market fundamentals.基于市场基本面。
259For Iran itself, they're preparing for both.对于伊朗本身,他们都在为两者做准备.
260They would like to create more room for diplomacy, but it does not remove the security threat.他们希望为外交创造更多的空间,但这并不能消除安全威胁。
261Tehran may see a US administration under greater pressure to end the war.德黑兰可能会看到美国政府在更大的压力下结束战争。
262At the same time, it'd be watching closely for signs that Trump intends to demonstrate同时,它也会密切关注川普打算展示的迹象
263strength or press ahead with military objectives.兵力或推进军事目标。
264So very much the political signal is mixed at the moment.因此,政治信号目前是混合的。
265Thank you very much indeed for that analysis.非常感谢你所作的分析。
266Thank you.谢谢
267Now, the impacts of the war echo far beyond the Gulf, with the rising price of oil triggering战争的冲击波波及海湾以外 油价上涨引发了
268higher inflation everywhere.各地的通货膨胀率都更高。
269In the UK on Thursday, the Bank of England raised its base rate of interest to 4% in在英国,英格兰银行于星期四将其基本利率提高到4%
270its bid to tackle domestic inflation.努力解决国内通货膨胀问题。
271Speaking to our economics editor, Faisal Islam, the bank governor, Andrew Bailey, explained银行行长安德鲁·贝利 向我们的经济编辑说
272that external factors are a major barrier to keeping a lid on prices.外部因素是抑制价格的主要障碍。
273The most important thing that can happen is that we have a resolution to the conflict最重要的事情可以发生 我们有一个解决冲突的办法
274in the Middle East.中东。
275Frankly, it would also be very important to have a resolution to the conflict in Ukraine坦率地说,解决乌克兰的冲突也很重要。
276as well.临Τ
277But the resolution to the conflict in the Middle East is really important because that's但解决中东冲突确实很重要,因为
278the most positive and encouraging thing that can happen.最积极和最鼓舞人心的事情 会发生。
279But I'm afraid quite a bit of the increase in energy prices that we've seen over recent但恐怕我们最近看到的能源价格上涨
280months is now in the system, as it were.几个月已经进入系统了,就像以前一样。
281And yet, interesting to see that despite this massive energy shock, the UK economy然而,有趣的是,尽管如此巨大的能源冲击, 英国的经济
282has performed much better than you had forecast.表现比你预测的好很多
283Indeed, it has.确实如此。
284And obviously, this is encouraging.显然,这是令人鼓舞的。
285We're seeing more resilience in terms of activity in the economy.我们看到,在经济活动方面,有更强的弹性。
286It's probably quite sexually concentrated.可能是性上相当集中.
287It's not probably completely across the whole economy, but we are.它可能并不完全跨越整个经济, 但我们是。
288We're seeing a pickup in business investment in the economy.我们看到企业对经济的投资有增加。
289And really, for the first time we've been able to say today, through really good work真的,今天我们第一次能够说, 通过非常好的工作
290our staff have done, we think AI is part of that story.我们的工作人员已经做了, 我们认为AI是故事的一部分。
291OK.摆
292Let's bring in Susanna Street, our chief investment strategist at Wealth Club.让我们把Susanna街带来 我们的财富俱乐部首席投资战略家
293Hello, Susanna.你好,苏珊娜。
294Good morning to you.师早曰.
295Early start for you.早点开始吧
296Thank you very much.谢谢
297OK.摆
298So what we know is that AI has been a positive aspect of many, many economies, including因此,我们所知道的是,大赦国际一直是许多经济体的一个积极方面,包括:
299right here in the UK.就在英国
300After just hearing what the Bank of England here there have said, is there an opportunity刚刚听到英国银行的话后 就有机会了
301for the UK to steal the march on the United States?英国偷美国游行?
302Because many people are saying this could be an opportunity for many economies to step因为很多人都说 这可能是许多经济体踏步的机会
303in.进去
304Yeah.对
305Good morning, Laquessa.早上好,拉克萨。
306Great to be talking to you.很高兴和你说话。
307So I do think there is an opportunity for the UK.所以,我认为英国是有机会的。
308I think we need to be a bit realistic about the scale of the challenge, given that the我认为,我们需要对挑战的规模采取一些现实的态度,因为
309US, of course, has had such a head start in terms of investment infrastructure and the当然,美国在投资基础设施和
310development of the underlying technology.开发基础技术。
311But the AI story is changing.但AI的故事正在改变.
312There is this real shiver hitting markets about the sheer size of the spend going into有个真正的颤抖的冲击市场 有关支出的大小
313building out the AI infrastructure and not getting the returns.建造人工智能基础设施,而得不到回报。
314So next, it's not going to be about who can build the biggest models necessarily or spend因此,接下来,它不会是 关于谁可以 建造最大的模型 必然或花费
315the most on data centers.在数据中心里最多
316It's going to be about who can make AI work in the real world.将论谁能使AI在现实世界中发挥作用.
317And I think that puts the UK in a good position.我认为这让英国处于良好的地位。
318It's got a lot of talent to draw on.其才华颇多,可资借鉴.
319We've got great partnerships between AI businesses and British universities.AI企业和英国大学之间有着良好的合作关系.
320We've got world class research.我们有世界级的研究。
321And there are so many applications currently being developed that can really make a tangible并且有这么多的应用程序正在开发 真正能够使一个有形
322difference to industries.对工业的区别。
323And I also think as well that some of the AI companies that have been built up here我也认为,一些AI公司 已经在这里建立
324already in the UK, well, they're at a lower valuation compared to their US peers.和他们的美国同行相比 他们的估值较低
325And that could also make them attractive.这也可以让他们吸引人。
326So the AI story is changing.所以AI的故事正在改变.
327And I do think it does provide a big opportunity for the UK.我认为这确实为英国提供了一个大机会。
328OK, that's the future.好吧,这就是未来。
329That's the future, Susanna.这就是未来,苏珊娜。
330More pressing matters.更紧迫的事情
331What's the feeling like when the FTSE opens?FTSE打开时的感觉如何?
332You know, are there jitters after what we saw in the US and then this morning or rather你知道,有没有紧张 之后,我们在美国看到, 然后今天上午或更
333earlier today in Asia?今天早些时候在亚洲?
334Well, the FTSE 100, the blue chip index, is actually quite insulated from this big techFTSE 100,蓝色芯片指数 其实与这个大技术绝缘
335sell off because actually the biggest companies listed are a bit tech light, really.卖掉是因为 上市的最大公司 有点技术轻,真的。
336Nevertheless, it will not be completely amused.然而,它不会完全令人高兴。
337And we saw that yesterday, even though it touched three month highs earlier in the morning.我们昨天看到,尽管它触动了3个月高的早晨。
338When this big sell off started erupting on Wall Street, it had an effect on the FTSE.当华尔街的这种大卖开始爆发,对FTSE产生了影响.
339And that is because it's multinational facing.这是因为它是跨国面孔。
340If what happens in the US economy affects wealth and the US economy because of this如果美国经济中发生的事情 影响财富和美国经济
341sell off on Wall Street really affecting the tech sector, that will have repercussions华尔街的销售 真正影响科技部门, 这将产生影响
342potentially for the global economy.对全球经济的潜在影响。
343这影响了FTSE.
344But overall, it is more insulated.但总的来说,它更具有隔热性。
345And there are likely to be more investors looking for its constituents like pharma,可能有更多的投资者 寻找它的成分像药,
346like consumer stocks.像消费股票。
347And that is why I think it's going to continue to be more resilient amid this sell off.这就是为什么我认为它会 继续有更强的弹性 在这个出售。
348Susanna, thank you very much indeed.苏珊娜 非常感谢你
349Thank you.谢谢
350Now, before Thanksgiving, before Christmas and even New Year comes Diwali, the Hindu现在,在感恩节之前, 在圣诞节之前,甚至新年, 迪瓦利,印度教
351Festival of Lights.灯节.
352Now, Diwali always falls sometime between October and November, but the exact date现在,迪瓦利总是在10月和11月之间, 但确切的日期
353varies each year, as the Hindu calendar is based on lunar events.由于印度教的历法以月球事件为基础,因此每年的历法各不相同.
354This year, the five day festival starts from today until Tuesday, with the main day being今年,五天的节日从今天开始到星期二,主要日子是
355Sunday, upcoming Sunday.星期天,即将到来的星期天。
356Food, of course, takes front and center in the celebrations, with Indian restaurants食物,当然,在庆祝活动中占据前列和中心位置,还有印度餐馆
357offering special menus and enjoying a surge in bookings.提供特殊菜单,享受大量预订。
358Well, Trasind is a fine dining Indian restaurant.Trasind是个不错的印度餐厅
359It's based in London's exclusive Mayfair.总部位于伦敦独家的梅法尔.
360And it's also from the group Behind the Worlds Only, Michelin three star Indian restaurant并且它也是来自世界背后的团体 只有米其林三星印度餐厅
361Trasind Studio in Dubai.迪拜的特拉辛德工作室.
362And they are celebrating Diwali with a specially curated festive tasting menu that is inspired他们正在庆祝迪瓦利 一个特别的节日品尝菜单 灵感。
363by India's regional diversity.印度的区域多样性。
364首席执行官Suyash Nath现在加入我
365(原始内容存档于2018-09-26). Shubh Diwali, Suresh.
366Fantastic to have you with us.很高兴你和我们在一起
367Diwali kicks in today, but you've had this menu I think earlier this week.迪瓦利今天开球,但你本周早些时候有这个菜单
368What's on it?上面写着什么?
369What's so special about it?有什么特别的?
370Thank you so much for having me.谢谢你邀请我
371So, you know, Diwali is always a festival where you come around food, you come around family所以,你知道,迪瓦利总是 一个节日,你来 围绕食物,你来 围绕家庭
372and enjoy on a dining table.并享受在餐桌上。
373You know, that's our memories we've always had.这是我们一直以来的记忆
374It's around sweets.围绕甜食.
375It's around, you know, delicacies for Diwali.它的周围,你知道, 奶油为迪瓦利。
376And that's what we wanted to feature on our special Diwali menu we're running during the season.这就是我们想在迪瓦利特别的菜单上 展示我们赛季的比赛
377It's got a beautiful Jalebi chart that we do, which is a very, very familiar favorite during the它有一个美丽的Jalebi图,我们做的, 这是一个非常,非常熟悉的喜剧
378festivities.庆曰.
379Jalebi is something that, you know, every household eats during this time.贾勒比是,你知道的, 每一个家庭在这期间吃。
380So we've taken that in our own modern interpretation as we do at Trasind.所以,我们用我们自己的现代解释来理解, 就像我们在特拉辛德一样。
381And we're giving that in a form of a chart, which is a really fun street food dish with a lot of我们以图表的形式给出, 这是一个非常有趣的街道食品盘 有很多
382sweet, savory, tangy elements.甜美的 美味的 细腻的元素
383That's one of my personal favorites on the new Diwali menu.这是我个人最喜欢的 在新的迪瓦利菜单。
384And we're also doing something with Gevar, which is this beautiful Rajasthani Indian dessert that we have.我们也在和Gevar一起做一些事情, 这是一种美丽的Rajasthani印度甜点,我们拥有。
385And it's something that is very popular during this festivities.而在本次庆典期间,它非常受欢迎.
386And we're also featuring our own unique take on that.我们也在展示我们自己独特的态度。
387So I welcome all diners to come for the next couple of days during this festivities and try what we have featured.因此,我欢迎所有餐厅 在接下来的几天 的庆祝活动 并尝试我们的特点。
388Are more people celebrating Diwali?更多人庆祝迪瓦利?
389I mean, it's basically a feast, isn't it, Diwali, when it comes to the food?我的意思是,它基本上是一个盛宴, 是不是,迪瓦利, 当它涉及到食物?
390Are more people going out to eat?更多人出去吃饭吗?
391Because there is a lot of work involved in creating these dishes.因为创作这些菜肴涉及很多工作.
392What are you finding?你发现什么了?
393No, absolutely.不,当然。
394We've seen a big surge in people going out during the festivities.在庆典期间,我们看到了大批人外出.
395And it's not only people of the Indian culture now.现在不只是印度文化的人
396It's become such an occasion that, you know, we're getting people from all different cultures and backgrounds它已经成为一个这样的机会, 你知道,我们正在得到的人 来自不同的文化和背景
397coming and trying to get involved in the festivities.并试图参与庆祝活动。
398So we've seen, you know, a big surge in demand to understand the Indian culture, you know,所以,我们已经看到,你知道, 一个巨大的需求 了解印度文化,你知道,
399to understand what we're about and the different cultures within India that we have.了解我们是什么 以及我们在印度的不同文化。
400And, you know, we've seen a huge, huge demand for Diwali, even other festivals, you know, in the Indian calendar.而且,你知道,我们看到一个巨大的需求 对迪瓦利, 甚至其他节日,你知道,在印度日历。
401Very, very quickly, I remember Diwali.很快 我记得迪瓦利
402I mean, Leicester is my stomping ground.我的意思是,莱斯特是我的踩踏场。
403I've attended Diwali on the Golden Mile.我曾经参加过迪瓦利的黄金之旅
404Truly, lots of lights, lots of food.真的,很多灯光,很多食物
405How has the Diwali and food landscape changed over the years?多年来,迪瓦利和食物景观是如何变化的?
406So the Diwali and food landscape, I mean, previously, you know,所以,迪瓦利和食物景观, 我的意思是,以前,你知道,
407it's not something a lot of restaurants were participating in or, you know,并不是很多餐馆都参与的 或者,你知道,
408it's not something they wanted to actively do, especially if you're doing Indian and the fine dining,这不是他们想要积极做的事情 尤其是如果你在做印度餐饮
409people who usually stay to type.通常留下来打字的人。
410But because, like I said, you know, the culture and the festivities have gone just beyond the Indian background但是,因为,正如我所说,你知道, 文化和庆典 已经超越了印度的背景
411and, you know, everyone is getting involved in it.而且,你知道,每个人都在参与其中。
412So, yes, I'm going to just jump in very quickly, run out of time.所以,是的,我要去 只是跳进来非常快, 耗尽时间。
413Again, Shubh Diwali, thank you very much.再次,舒布·迪瓦利,非常感谢。
414This is BBC News.这是BBC新闻。
415Don't go away.别走
416So, yes, I'm going to just jump in very quickly, run out of time.所以,是的,我要去 只是跳进来非常快, 耗尽时间。
417This is BBC News. Don't go away.这是BBC新闻。 别走
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