华尔街谨慎开局

欢迎收听Seeking Alpha的华尔街晨间快讯，我们每天早晨为投资者梳理最重要的新闻。

Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

就这样，二月到了。

And just like that, it's February.

今天是2月2日，星期一。

Today is Monday, February 2.

我是朱莉·摩根。

I'm Julie Morgan.

由于期货下跌，华尔街可能又要迎来一个红色交易日。

Wall Street could be looking at another red day with futures falling.

纳斯达克100期货下跌了0.8%。

NASDAQ 100 futures are down 0.8%.

标普500期货下跌0.5%，道指期货下跌0.2%。

S and P 500 futures declined 0.5% and Dow futures are down 0.2%.

截至本录音时，现货黄金下跌3.6%至4710美元，此前在周五暴跌近10%，价格一度跌破每盎司5000美元。

Spot gold is down 3.6% to 4,710 as of the time of this recording after crashing nearly 10% on Friday when prices plunged below $5,000 an ounce.

白银下跌4%至每盎司81美元。尽管参议院数小时前通过了一项拨款方案，联邦政府仍于周六清晨进入部分停摆状态。

Silver is down 4% at $81 The federal government entered a partial shutdown early Saturday morning even after the Senate passed a funding package hours earlier.

此次停摆预计将持续时间短暂。

The shutdown is expected to be brief.

根据NBC新闻的采访，众议院议长迈克·约翰逊有信心认为部分停摆将在周二前结束，并表示共和党内部有足够的票数通过联邦拨款法案。

According to an interview with NBC News, House Speaker Mike Johnson is confident that the partial shutdown will end by Tuesday, saying there would be enough Republican votes to clear the federal spending package.

参议院于周五批准了一揽子五项拨款法案，为各政府机构提供资金至九月，并通过了另一项法案，为国土安全部提供两周的资金支持。

The Senate on Friday approved a five bill spending package for government agencies through September and another measure to fund the Department of Homeland Security for two weeks.

该法案必须由众议院批准，而众议院今天将重返华盛顿。

The legislation must be approved by the House, which returns to Washington today.

油价下跌超过5%，创下六个多月来单日最大跌幅，此前特朗普表示伊朗正在认真与华盛顿对话，预示着局势可能缓和。

Oil prices are down more than 5%, set for the largest single session decline in over six months after President Trump noted that Iran was seriously talking with Washington, signaling potential de escalation.

布伦特原油期货和西德克萨斯中质原油期货均下跌约5%。

Brent crude futures and West Texas Intermediate crude are each down in the 5% range.

在特朗普周末的言论缓解了对军事打击的担忧后，这两项合约此前曾攀升至数月高位。

Both contracts led for multi month highs after Trump's weekend comments eased military strike fears.

澳新银行分析师在一份报告中表示，其言论的明显转变缓解了市场对供应中断的担忧。

ANZ analyst said in a note that the distinct shift in his messaging has eased concerns of supply disruptions.

该报告进一步指出，即使美国在该地区的军事存在持续增强，市场中的部分风险溢价也已消除。

The note goes on to say this removes some risk premium out of the market even as US military presence in the region continues to build.

报告同时表示，紧张局势依然高企。

It said, nevertheless, tension remains high.

伊朗最高领袖警告称，如果美国发动攻击，将引发地区战争。

Iran's supreme leader warned of a regional war if The US were to attack.

在周日的会议上，欧佩克+同意将三月份的石油产量保持不变。

At a meeting on Sunday, OPEC plus agreed to keep its oil output unchanged for March.

比特币在短暂跌破支撑位后，呈V型反弹，回升至75,000美元以上。

Bitcoin briefly dipped below support before bouncing back above $75,000 in a V shaped recovery.

根据CoinGlass的数据，周六价格开始下跌时，数小时内有超过8.5亿美元的多头头寸被清算，最终累计接近25亿美元。这些清算发生在交易员借钱押注价格上涨时。

According to data from CoinGlass, over $850,000,000 in bullish bets were wiped out in a matter of hours on Saturday when prices started to crumble, eventually adding up to nearly $2,500,000,000 These liquidations occur when traders borrow money to bet that the price will rise.

一旦价格触及某个临界点，交易所会自动卖出其持仓以偿还债务。

Once the price hits a certain trapdoor, exchanges automatically sell their holdings to repay the debt.

这会引发多米诺效应。

This creates a domino effect.

被迫抛售导致价格下跌，进而触发更多清算。

Forced selling leads to lower prices, which trigger even more liquidations.

报告补充称，整体来看，周六有近20万名交易者的账户被清零。

The report added across the board, nearly 200,000 traders had their accounts blown out on Saturday.

此外，在过去12小时内，加密货币市场又经历了一波强制抛售，价值5.1亿美元的杠杆头寸被清算。

Furthermore, crypto markets saw another wave of forced selling over the past twelve hours, with $510,000,000 in leveraged positions wiped out.

CoinDesk报道称，多头头寸构成了大部分损失，达3.916亿美元，而空头头寸为1.186亿美元。

CoinDesk reported that long trades comprised the bulk of losses at 391,600,000.0, while shorts accounted for 118,600,000.0.

以下是几篇正在热传的其他文章。

Here's a look at a few other articles that are trending.

特朗普总统开玩笑说要起诉他新提名的美联储主席关于利率的问题。

President Trump jokes about suing his new Fed nominee over rates.

福特和小米否认了有关它们正在洽谈电动汽车合作的报道。

Ford and Xiaomi deny a report that they're in talks for an EV partnership.

根据彭博社的消息，迪士尼即将任命其乐园部门负责人担任下一任首席执行官。

And according to Bloomberg, Disney is close to naming the head of its parks division as the next CEO.

今天我们要关注的几个关键事件。

A couple of items on our catalyst to watch for the day.

露露柠檬的首席财务官和首席商务官将开始共同担任联席首席执行官，同时公司继续寻找卡尔文·麦克唐纳的全职继任者。

The CFO and Chief Commercial Officer of Lululemon will start to share leadership roles as co CEOs while the company continues its search for a full time replacement for Calvin McDonald.

美国汽车经销商协会在拉斯维加斯举行的年度四天大会正式开幕。

And the National Automobile Dealers Association's annual four day convention in Las Vegas begins.

此次活动汇聚了经销商、制造商和技术供应商。

The event brings together dealers, manufacturers and technology vendors.

小鹏汽车位列今日盘前最大波动个股名单之中。

XPeng is on our list of the biggest movers of the day premarket.

XPEV股价下跌5%，因一月份交付了20,011辆汽车，较十二月下降47%，同比下滑28%。

XPEV is down five per cent after delivering 20,011 vehicles in January, down 47 per cent from December and 28 per cent year over year.

今天经济日历上的两项数据均在上午十点公布。

And on today's economic calendar, both items at ten a.

M，ISM制造业指数和职位空缺与劳动力流动调查。

M, the ISM Manufacturing Index and the Job Openings and Labor Turnover Survey.

今天的《华尔街晨间早餐》就到这里。

That's it for today's Wall Street Breakfast.

感谢收听。

Thanks for listening.

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我是您的主持人朱莉·摩根。

I'm your host, Julie Morgan.

出去好好过一天吧。

Go out and make it a great day.