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按日期回看七大板块日报与当日入库记录。每篇日报保留独立的来源链。

01 · LOG ENTRY

2026-08-19

7 期日报 · 1387 条入库记录

Fed & Macro

〔Overnight Brief〕Supply Story Pushes 10Y Toward 4.8% as Intraday High Hits 4.7458%; Cabana Calls It a Fed Story - FOMC Minutes Today

13 条来源 · 约 4 分钟
China Macro

〔Overnight Brief〕South-Bound ETF Channel Opens to Insurance Funds, 670 Rural Banks Fold in 2025, Household Loans Extend 1.5T Contraction - Cross-Border Opening vs Domestic Deleveraging

7 条来源 · 约 6 分钟
Strait of Hormuz

〔Overnight Brief〕60-Day Ceasefire Lapses; Iran Pivots to 'Fully Offensive' Posture as Vessel Struck in Hormuz and Brent Holds Near $91 — Energy Stocks Hit First Record Since March

11 条来源 · 约 4 分钟
AI Industry

〔Overnight Brief〕OpenAI Pauses Frontier RL Training Two Weeks After Hack as Blackstone Prices Microsoft Data-Center Bond at 7.228% — AI Capex Hits Cost-of-Capital Reality

10 条来源 · 约 5 分钟
Research Notes

〔Overnight Brief〕BofA's $350 Nvidia Call Sits Next to an FMS Survey Tagging AI Bubble the Top Tail Risk, While 30Y Yields Hit Post-2007 Highs and Jackson Hole Asks Whether a Fractured FOMC Reconciles - Conviction vs Crowding

4 条来源 · 约 4 分钟
Precious Metals

〔Overnight Brief〕Gold Cracks $4,340 as Brent Holds $90 and Long-End Yields Bite; Silver Tumbles 3% to $63.79 — Wells Fargo Defends $4,900 Path as Fed Pause Bets Build

9 条来源 · 约 3 分钟
Industrial Metals

〔Overnight Brief〕LME Selloff Hits Copper at $13,986/t (-$171); Saxo Flags ~70% of Exchange Copper 'Stranded' in the US — IEA: Stockpile Costs Are Operational, Not Material

3 条来源 · 约 2 分钟