阿里巴巴势头正劲

Alibaba is on a roll, and it’s not just becauseJack’s back. Thecompany’s sharessurged to their highestin nearly four years afterrevealing plans to ramp up AI spending past an original $50 billion-plustarget, joining tech leaders pledging ever-greater sums toward a global racefor technological breakthroughs. 阿⾥巴巴正势头强劲，这不仅仅因为Jack回归。公司在透露将把AI⽀出提⾼到超过此前500亿美元⽬标之后，股价飙升⾄近四年来的最⾼点，与其他科技领军企业⼀道，承诺投⼊越来越多资⾦，参与全球科技突破的竞赛。 Chief Executive Officer Eddie Wu anticipates overall investment inartificial intelligence accelerating to some $4 trillion worldwide over thenext five years — and Alibaba needs to keep up. The company will soonadd to a plan laid out in February to spend more than380 billionyuan($53 billion) developing AI models and infrastructure over threeyears, he said. ⾸席执⾏官Eddie Wu预计未来五年全球在⼈⼯智能领域的总体投资将加速⾄约4万亿美元——阿⾥巴巴必须跟上步伐。他表⽰，公司很快将对今年2⽉公布的计划进⾏补充，计划在三年内投⼊超过3800亿元⼈民币（530亿美元）⽤于开发AI模型和基础设施。 No wonder Cathie Wood — widely known for her aggressive bets ondisruptive technologies — isbuying Alibabafor the first time in fouryears. A daily trading report from Wood’s Ark InvestmentManagement showed that two of the firm’s exchange-traded fundssnapped up American Depositary Receipts of Alibaba on Monday. The stakes are worth about $16.3 million in total, according to the funds’holdings reports.—Stephanie Phang 难怪以激进押注颠覆性技术著称的Cathie Wood会在四年内⾸次买⼊阿⾥巴巴。Wood的Ark Investment Management发布的每⽇交易报告显⽰，该公司旗下两只交易所交易基⾦在周⼀买⼊了阿⾥巴巴的美国存托凭证。根据这些基⾦的持仓报告，这些股份总价值约为1630万美元。——StephaniePhang What You Need to Know Today今⽇要点 Super Typhoon Ragasais set to cross China’s southern coast laterWednesday afterlashing Hong Kongwith torrential rain and fierce winds,which toppled trees and damaged infrastructure across the city, forcing thefinancial hub’s bankers and traders tohunker downat home or in hotelsnear the office. The typhoon has already left atrail of destruction, killing atleast 14 people in a rural area of southeastern Taiwan, with more than 100still missing. In the Philippines, at least six people have died. 超强台风“拉加萨”预计将于周三晚些时候掠过中国南部海岸，此前它已给⾹港带来暴⾬和狂风，导致树⽊倒伏和城市基础设施受损，迫使⾦融中⼼的银⾏家和交易员在家中或靠近办公室的酒店避风。该台风已造成⼀⽚破坏，在台湾东南部⼀处农村地区⾄少造成14⼈死亡，仍有100多⼈失踪。在菲律宾，⾄少有6⼈死亡。 Anna Breman will become thefirst womanto lead New Zealand’scentral bank. Breman, who is currently First Deputy Governor of Sweden’sRiksbank, will start a five-year term on Dec. 1 as governor. The country isseeking to refresh an institution damaged by theunexpected departureofpredecessor Adrian Orr earlier this year. Breman, 49, is not only thefirstwoman ever namedto head the RBNZ, she is also the first foreignappointment since Englishman Leslie Lefeaux, the inaugural governor when the central bank was established in 1934. 安娜·布雷曼将成为新西兰中央银⾏⾸位⼥性⾏长。现任瑞典央⾏（Riksbank）第⼀副⾏长的布雷曼将于12⽉1⽇开始为期五年的⾏长任期。该国正寻求修复因前任⾏长阿德⾥安·奥尔今年早些时候意外离职⽽受损的机构声誉。49岁的布雷曼不仅是⾸位被任命为RBNZ（Reserve Bankof New Zealand）⾏长的⼥性，也是⾃1934年中央银⾏成⽴以来⾃英国⼈Leslie Lefeaux担任⾸任⾏长后⾸位来⾃海外的任命。 Anna Breman.Photographer: Alex Kraus/Bloomberg Anna Breman。摄影：Alex Kraus/Bloomberg Indian officials will ask US trade negotiatorsthis week to ease accessforthousands of skilled workers, a person familiar with the matter said,days after President Donald Trump’sabrupt announcementto restrict H-1B visas. Trade talks up to now have centered around easing access forgoods only, but Trump’s latest crackdown on immigration has pushed New Delhi towiden the negotiationsto include services industries, such as IT. ⼀位知情⼈⼠表⽰，印度官员本周将要求美国贸易谈判代表放宽数千名技术⼯⼈的准⼊，此举发⽣在唐纳德·特朗普总统突然宣布限制H-1B签证⼏天后。迄今为⽌，贸易谈判主要集中在放宽商品准⼊，但特朗普最近对移民的打击已促使新德⾥将谈判范围扩⼤到包括服务业，如IT。 Indian auto stocksare beating their Asian peers this month by thewidestmarginin over a year, and analysts expect the gains to accelerate as taxcuts boost demand. Analysts at Goldman, Jefferies and MorganStanley have upgraded their recommendation for some local automakersin September, and Jimeet Modi, founder of Mumbai-based wealthmanager Samco Group says “we’re at the beginning of a new auto cycle.” 本⽉印度汽车股以超过⼀年多以来的最⼤幅度跑赢其亚洲同⾏，分析师预计随着减税刺激需求，涨势将加速。⾼盛、杰富瑞和摩根⼠丹利的分析师在九⽉上调了对⼀些本⼟汽车制造商的推荐，孟买财富管理公司Samco Group创始⼈Jimeet Modi表⽰：“我们正处于新⼀轮汽车周期的开端。” Comac, China’s homegrown planemaker, has slashed delivery targetsfor its flagship C919 jet by two-thirds, according to people familiar with thematter,setting back its ambitionsto compete with Boeing and Airbus. Thecompany now aims to deliver about 25 of its single-aisle jets this year,down from previous expectations for 75. 中国本⼟飞机制造商Comac已将其旗舰机型C919的交付⽬标削减三分之⼆，据知情⼈⼠称，此举使其与波⾳和空客竞争的雄⼼受挫。该公司现计划今年交付约25架单通道飞机，低于此前对75架的预期。 Late-night host Jimmy Kimmeltook a conciliatory tone in his return toTV Tuesday night,choking upat several points and saying “it was never myintention to make light of the death of a young man.” It was the first timeKimmel hasspoken publiclysince ABC parent Disney pulled the show off the air on Sept. 17, two days after the host said conservatives were trying toscore political points off of Kirk’s murder. DisneyreinstatedKimmel’sshow after reaching an agreement with the late-night host. 深夜节⽬