DAILY LOGBOOK

归档日志

按日期回看 8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

2026-08-24

7 期日报 · 905 条入库记录

Fed & Macro

〔Overnight Brief〕30Y Rebounds to 5.276% as Bessent's Buyback Trade Fades; Warsh's Jackson Hole Debut Sets the Long-End Tone - Term Premium, Inflation and the Fed-Treasury Boundary

10 条来源 · 约 4 分钟
Global Macro

〔Overnight Brief〕Canada-US Trade Talks Collapse Sends USD/CAD to 1.3796 as Tariff Spiral Looms; Turkey Restores 37% Policy Rate - Euro Area Next-Crisis Warning

5 条来源 · 约 3 分钟
Strait of Hormuz

〔Overnight Brief〕Hormuz Transit Fees Approved as Iran Threatens 'No Drop' of Gulf Oil — UKMTO Sees Single-Digit Transits, CENTCOM Logs 70 Vessels Redirected, Pezeshkian Pitches an Off-Ramp

8 条来源 · 约 6 分钟
AI Industry

〔Overnight Brief〕Capital Still Floods In: $65B Anthropic ARR Miss, HK$80B Alibaba Raise, $13B+ Hugging Field Sale Meet a 307GW Power Wall — Nvidia's Rubin Hand-Off Is the Lane

15 条来源 · 约 6 分钟
Research Notes

〔Overnight Brief〕30Y Near 5.28% as US Debt Woes and AI Bond Crowding Reshuffle A-Shares: Oil/Metals +5.4%/+2.5% Lead, Media/IT -5.5%/-5.0% Lag, Gold +5%, Brent $90+ - Jackson Hole Decides if 5.3% Holds

6 条来源 · 约 6 分钟
Precious Metals

〔Overnight Brief〕London Gold Clears $4600 on Three-Week Run (+5.18%) as Treasury Long-Bond Bid Reignites Fiscal Fears; Silver Tops 20-Week MA Near $69 - Expiry and Cautious Specs in the Wings

5 条来源 · 约 2 分钟
Industrial Metals

〔Overnight Brief〕LME Copper Inventory +14.8% Unwinds 42-Day Squeeze as $400/ton Premium Fades; Goldman Says Don't Chase — DXY ~99, September Hike ~35% Macro Backdrop Holds

4 条来源 · 约 3 分钟