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作者:微信文章
01
美国与伊朗举行
最新一轮核谈判
The US and Iran held indirect talks over Tehran’s nuclear programme on Thursday, aiming to avert American strikes after secretary of state Marco Rubio warned the Islamic republic’s refusal to also discuss its ballistic missiles was “a big problem”.美国与伊朗周四就伊朗核计划举行了间接谈判,以求避免美国对伊朗发动军事打击。此前美国国务卿马尔科•鲁比奥(Marco Rubio)警告,伊朗伊斯兰共和国拒绝讨论其弹道导弹“是一个大问题”。
Oman’s foreign minister Badr Albusaidi said negotiators had exchanged “creative and positive ideas” in Geneva on Thursday morning.阿曼外交大臣巴德尔•阿尔布赛迪(Badr Albusaidi)表示,谈判代表周四上午在日内瓦交换了“富有创意和积极的想法”。
Albusaidi said the talks, which were being mediated by Oman, had adjourned for a break and would resume later on Thursday afternoon. “We hope to make more progress,” he said.阿尔布赛迪表示,由阿曼斡旋的谈判已暂时休会,将于周四下午晚些时候恢复。“我们希望取得更多进展,”他说。
——本文2026年2月27日发布于FT中文网,英文原题为 US and Iran hold fresh nuclear talks after Marco Rubio warning
02
Netflix退出
派拉蒙在华纳兄弟收购战中
胜出
Paramount Skydance has triumphed in its months-long campaign to scupper Netflix’s deal to buy Warner Bros Discovery, after its $111bn bid for the Hollywood studio drove the streaming giant to walk away.派拉蒙•天舞在长达数月的行动中成功挫败Netflix收购华纳兄弟探索(Warner Bros Discovery, WBD)的交易,其对这家好莱坞制片厂提出的1110亿美元报价迫使这家流媒体巨头选择退出。
Netflix on Thursday said it would not match Paramount’s $31-a-share offer after WBD’s board declared it “superior” to the deal agreed with the streaming company. The price required to match Paramount’s offer meant “the deal is no longer financially attractive”, Netflix said.Netflix周四表示,在华纳兄弟探索董事会将其认定为“优于”与该流媒体公司达成的协议后,Netflix将不会跟进派拉蒙每股31美元的报价。Netflix称,为匹配派拉蒙的报价所需的价格意味着“这笔交易不再具有财务吸引力”。
The decision by Netflix clears the way for Paramount to wrest control of assets including HBO, CNN and film franchises such as Harry Potter and Batman in a takeover that will have sweeping ramifications for Hollywood and the wider media landscape.Netflix的这一决定为派拉蒙在一笔收购中夺取包括HBO、CNN以及《哈利•波特》和《蝙蝠侠》等电影系列在内的资产扫清了道路,而这笔交易将对好莱坞及更广泛的媒体版图产生深远影响。
——本文2026年2月27日发布于FT中文网,英文原题为 Paramount clinches Warner Bros deal after Netflix walks away
03
应对软件板块抛售潮
华尔街转向复杂对冲交易
Investors are riding out the “whack-a-mole” software sell-off by loading up on protection against volatility and exploiting the divergence in sectors tipped to be either winners or losers from AI’s advance.在软件板块“打地鼠式”抛售之际,投资者通过加大对市场波动的对冲,并利用各板块在AI发展中被视为赢家或输家的分化,来挺过这波行情。
Some of Wall Street’s biggest players are turning to complex options and hedging strategies to navigate a market buffeted by blog posts and headlines that have recently wiped tens of billions of dollars off the value of some of the S&P 500’s largest tech groups.华尔街的一些重量级参与者正转向复杂的期权与对冲策略,以应对这一受博文与头条新闻冲击的市场——近期这些内容已令标普500指数中部分最大型科技集团的市值蒸发数百亿美元。
On Monday, a 10,000-word Substack detailing a future in which AI hollows out consumption by raising unemployment sparked a fresh wave of selling across the software and private capital sectors.周一,一篇约一万字的Substack文章描绘了人工智能通过提高失业率掏空消费的未来图景,触发了软件和私募资本领域新一轮抛售。
——本文2026年2月27日发布于FT中文网,英文原题为 Wall Street turns to complex trades to dodge AI ‘implosions’
04
特朗普与马姆达尼第二次会面
讨论住房与移民议题
Zohran Mamdani pitched Donald Trump on a federal housing project on Thursday, in the latest sign of an unlikely partnership between the democratic socialist mayor of New York City and the Republican president.周四,佐赫兰•马姆达尼(Zohran Mamdani)向唐纳德•特朗普(Donald Trump)推介了一项联邦住房项目,这被视为纽约市这位民主社会主义者市长与这位共和党总统之间不太可能的合作关系的最新迹象。
Mamdani also said he had successfully appealed to the president to release a New York City university student who had been detained by federal immigration agents during the Oval Office meeting.马姆达尼还表示,在椭圆形办公室(Oval Office)会面期间,他成功说服总统释放一名此前被联邦移民人员拘留的纽约市一所大学的学生。
The 34-year-old, who sent shockwaves through the Democratic Party establishment when he was elected mayor last year, confirmed the meeting in a series of social media posts.这名34岁的市长去年当选时曾令民主党建制派震惊。他在一系列社交媒体帖子中证实了这次会面。
——本文2026年2月27日发布于FT中文网,英文原题为 Donald Trump and Zohran Mamdani discuss housing and immigration in second meeting
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