今日主播袁勇：

　　北京时间周三凌晨，英伟达首席执行官黄仁勋在一场发布会上，反驳了有关AI投资出现泡沫的言论。他认为，AI模型性能已经足以让客户愿意买单，这强化了算力基础设施投资的动力。受黄仁勋言论刺激，英伟达股价上涨近5%，突破200美元。许多投资机构也极力唱多英伟达的业绩前景。汇丰银行分析师给出的英伟达目标价高达320美元。

　　不过，在华尔街的狂热中，一位分析师正在逆流而行。海港环球证券分析师戈德伯格给英伟达以“卖出”评级，将目标价定在100美元。他说，一旦支撑其高估值的巨额资本支出放缓，市场格局可能会迅速逆转。

　　桥水基金创始人达利欧也警告称，当前美国股市的结构特征类似1999年，甚至1928年。这两个时期，美国股市都在泡沫破灭前夕，随后遭遇暴跌。他表示，AI狂热正造成美国科技股形成泡沫，但是泡沫与美联储货币政策息息相关，可能在政策转向时才会破灭。

　　更多资讯请看今日双语“外企头条”↓

　　SK海力士三季度营业利润同比增长62% 创历史新高

　　SK Hynix's Operating Profit in 3Q Increased by 62% Year-On-Year, Reaching a Record High

　　10月29日，SK海力士发布截至9月30日的2025财年第三季度财务报告。公司该季度营业收入为24.45万亿韩元，同比增长39%；营业利润为11.38万亿韩元，同比增长62%；净利润为12.60万亿韩元，同比增长119%。

　　SK Hynix released its financial report for the third quarter of fiscal year 2025, ending September 30, 2025, on October 29. The company's revenue for the quarter was 24.45 trillion won, up 39% year-on-year. Its operating profit was 11.38 trillion won, up 62% year-on-year. Its net profit was 12.60 trillion won, up 119% year-on-year.

　　SK海力士称，随着DRAM和NAND闪存的价格全面上涨，面向人工智能（AI）服务器的高性能产品的出货量增加，公司创下了季度历史最高业绩。这也是自公司成立以来营业利润首次超过10万亿韩元。

　　SK Hynix said that as the prices of DRAM and NAND flash memory rose across the board, the shipment volume of high-performance products for artificial intelligence (AI) servers increased, and the company achieved its highest quarterly performance in history. This is also the first time since the company's establishment that its operating profit has exceeded 10 trillion won.

　　在下一代产品方面，SK海力士称，其HBM4已于9月完成开发并投入量产，完全满足客户的性能要求，并支持业界领先的速度。HBM4将于今年第四季度开始出货，并计划于明年全面扩大销售。

　　In terms of the next-generation product, SK Hynix stated that its HBM4 was completed in development and put into mass production in September, fully meeting customers' performance requirements and supporting industry-leading speeds. HBM4 will start shipping in the fourth quarter of this year and plans to fully expand sales next year.

　　PayPal与OpenAI达成协议 成为ChatGPT首个支付钱包

　　PayPal Signs Deal with OpenAI to Become the First Payments Wallet in ChatGPT

　　据外媒报道，当地时间10月28日，支付公司PayPal宣布，已与OpenAI签署合作协议，其数字钱包将嵌入ChatGPT，让用户能够直接在该聊天机器人中完成购物支付。

　　According to foreign media reports, on October 28 local time, payment company PayPal announced that it has signed a deal with OpenAI. Its digital wallet will be embedded into ChatGPT, allowing users to complete shopping payments directly within the chatbot.

　　PayPal称，从明年开始，PayPal生态的双方——消费者与商户——都可接入ChatGPT，用户可在其平台上购买商品，而商户的商品库存也能在其中上架销售。

　　PayPal said that starting from next year, both sides of the PayPal ecosystem - buyers and sellers - can plug into ChatGPT. PayPal users can purchase items through the AI platform, and its merchants can sell on it, with their inventory listed there.

　　报道称，此次合作被视为开启了一种由“代理式AI”（agentic AI）驱动的全新购物模式。在该模式下，AI的角色类似于人类私人购物助理。

　　It is reported that this collaboration is seen as initiating a new shopping model driven by " agentic AI ". In this mode, the role of the AI is similar to that of a human personal shopping assistant.

　　来源/经济日报微信

　　主播/袁勇

　　双语/朱琳

　　编辑/李璐亚

　　校对/张萌

作者：经济日报