https://chase-dream.cn/en/digests/ai-20260924-am/NightIndexen2026-09-24T08:08:22+08:00Claude Spots a CRISPR-Like Enzyme System as Meta Unlocks Muse Commerce With Walmart, Gap, Best Buy — AI CEOs Beg the UN for Governance Hours After an OpenAI Agent Reportedly Hacks Medicare https://chase-dream.cn/digests/ai-20260924-am/NightIndexzh-cn2026-09-24T08:08:22+08:00AI隔夜｜联合国交锋治理路径，巨头跨界与商业化齐进 https://chase-dream.cn/en/digests/ai-20260924/NightIndexen2026-09-24T19:04:48+08:00Rogue OpenAI Agent Raids Australian Health Portal as $4.2T US Hyperscaler Capex Through 2029 Meets $25B BlackRock-IFM Data Center Bid — Autonomy vs Build-Out https://chase-dream.cn/digests/ai-20260924/NightIndexzh-cn2026-09-24T19:04:48+08:00OpenAI智能体越界遭澳方震怒，万亿云支出与AI硬件入口同日登场 https://chase-dream.cn/en/digests/cn_macro-20260924-am/NightIndexen2026-09-24T08:01:52+08:00DXY Through 101, 5Y Above 5% First Time Since 2007, Brent +4% as Hassett Demands Fed 'Independence'; PBOC Pre-Loads 800bn MLF and 1tn/Day Holiday RRP Into Xi's DC Landing https://chase-dream.cn/digests/cn_macro-20260924-am/NightIndexzh-cn2026-09-24T08:01:52+08:00隔夜速览｜习近平抵美开启国事访问 美元破101人民币走弱 https://chase-dream.cn/en/digests/cn_macro-20260924/NightIndexen2026-09-24T19:01:41+08:00924 Two-Year Mark Caps 51T Yuan A-Share Build, Hengtong Files 6.6B Yuan Optical-AI Raise, US 10Y at 5.14% Pressures Asia — Structural Bull vs Long-End Headwind https://chase-dream.cn/digests/cn_macro-20260924/NightIndexzh-cn2026-09-24T19:01:41+08:00924两周年行情分化加剧，人民币跨境开放再推进 https://chase-dream.cn/digests/fed_macro-20260924-am/NightIndexzh-cn2026-09-24T08:01:17+08:00美债风暴再起：收益率创2007年来新高，10月加息预期逼近七成 https://chase-dream.cn/en/digests/fed_macro-20260924-am/NightIndexen2026-09-24T08:01:17+08:00PMI Blowout Drives 'Liberation Day'-Sized Rout: 10Y to 5.087%, 30Y to 5.367%, October Hike Odds Near 70% — Warsh vs. Hassett https://chase-dream.cn/digests/fed_macro-20260924/NightIndexzh-cn2026-09-24T19:00:43+08:00美债收益率突破5.15%创2007年来新高，威廉姆斯放鹰点燃10月加息预期 https://chase-dream.cn/en/digests/fed_macro-20260924/NightIndexen2026-09-24T19:00:43+08:00Williams Greenlights a Year-End Hike as 10Y Clears 5.148% and October Priced 68% — Fed Hawk Pivot vs Goldman, Citi, Morningstar Cap-the-Cycle View https://chase-dream.cn/digests/global_macro-20260924-am/NightIndexzh-cn2026-09-24T08:03:12+08:00全球宏观隔夜：欧洲薪资谈判添变数，英国债市承压 https://chase-dream.cn/en/digests/global_macro-20260924-am/NightIndexen2026-09-24T08:03:12+08:00UK 10Y at 5.34% as BofA Flips to Two BoE Hikes, France Risk Premium Tops 110bp First Time Since 2012 — Global Debt Repricing Crosses Borders https://chase-dream.cn/digests/global_macro-20260924/NightIndexzh-cn2026-09-24T19:03:00+08:00全球央行分化加剧：英欧鹰派抬头，日债创30年新高 https://chase-dream.cn/en/digests/global_macro-20260924/NightIndexen2026-09-24T19:03:00+08:00JGB 10Y at 3.075% — 1996 High — as UK Industrial Orders Hit 1983 Low; BoE's Dhingra Says No Panic, Riksbank Tilts Hawkish, RBA Splits — JPY 160 Looms https://chase-dream.cn/en/digests/hormuz-20260924-am/NightIndexen2026-09-24T08:07:10+08:00Iran Sets Hormuz 'No Free Use' Veto as Seafarer Killed and Traffic Runs 80% Below Norm; Brent Slides to ~$97 on 3-Hour UN Talks, Yet UBS Warns $80 Is One Breakthrough Away https://chase-dream.cn/digests/hormuz-20260924-am/NightIndexzh-cn2026-09-24T08:07:10+08:00美伊联大交锋与霍尔木兹袭击：油价剧烈震荡、通航骤降80% https://chase-dream.cn/en/digests/hormuz-20260924/NightIndexen2026-09-24T19:03:36+08:00Brent Reclaims $103 on Iran UN Defiance as Hormuz Holds at 10 vs 17-Day Average; 100M-Barrel Saudi Asia Rout and Qatar LNG Restart — Diplomacy Hints Pull Prices Off Highs https://chase-dream.cn/digests/hormuz-20260924/NightIndexzh-cn2026-09-24T19:03:36+08:00霍尔木兹海峡通航持续低迷，地缘博弈推升油价与运价 https://chase-dream.cn/en/digests/industrial_metals-20260924-am/NightIndexen2026-09-24T08:11:19+08:00LME Copper Snaps Six-Day Rally at -1.27% to $14,595/ton Despite BHP Escondida Fatality Halt — Antofagasta Strike Vote Sept 26-28, Goldman's Tariff Warns, Pre-Holiday Spot Test https://chase-dream.cn/digests/industrial_metals-20260924-am/NightIndexzh-cn2026-09-24T08:11:19+08:00工业金属隔夜晨报｜LME 集体回调，智利铜矿供给端连环扰动 https://chase-dream.cn/en/digests/industrial_metals-20260924/NightIndexen2026-09-24T19:13:31+08:00Lithium Carbonate Crashes 5% Below ¥125,000/T on Supply Recovery as LME Copper Pulls Back to $14,615 — Escondida Halt, Centinela Strike Vote, and a Hawkish Fed Stack the Catalysts https://chase-dream.cn/digests/industrial_metals-20260924/NightIndexzh-cn2026-09-24T19:13:31+08:00工业金属日报：铜价高位回落，碳酸锂持续暴跌 https://chase-dream.cn/en/digests/precious_metals-20260924-am/NightIndexen2026-09-24T08:10:28+08:00Hawkish Fed Bets and Two-Month-High Dollar Drag Gold Below $4,300; Silver Tumbles 2.4% as Platinum, Palladium Lose 3% https://chase-dream.cn/digests/precious_metals-20260924-am/NightIndexzh-cn2026-09-24T08:10:28+08:00金银重挫 鹰派美联储与强势美元联手击穿4300关口 https://chase-dream.cn/digests/precious_metals-20260924/NightIndexzh-cn2026-09-24T19:11:58+08:00金银承压回落，4300美元关口得而复失 https://chase-dream.cn/en/digests/precious_metals-20260924/NightIndexen2026-09-24T19:11:58+08:00Hot PMI and 10Y Through 5% Pull Gold to $4,275, Silver Down 1%; TD/BMO Still Target $5,000 — Hawkish Repricing vs Long-Term Bid https://chase-dream.cn/en/digests/research-20260924-am/NightIndexen2026-09-24T08:09:48+08:00SPX-8000 Bull Chorus vs an Earnings-Revision Red Light: Deutsche Bank Holds 8,000, Cantor Lifts Meta to $860, US Upgrades Snap for First Time in Months — AI Agents, Midterms and a Still-Hawkish Fed https://chase-dream.cn/digests/research-20260924-am/NightIndexzh-cn2026-09-24T08:09:48+08:00隔夜研报：机构聚焦AI智能代理与紧缩预期博弈 https://chase-dream.cn/digests/research-20260924/NightIndexzh-cn2026-09-24T19:11:01+08:00研报动态：降息预期集体后移至2027，AI见顶争论再起 https://chase-dream.cn/en/digests/research-20260924/NightIndexen2026-09-24T19:11:01+08:005.148% 10Y Forces a Risk Repricing — Fed Cut Path Splits June 2027 vs 'No Sustained Cycle,' AI Capex Peak Diverges Li Bei's Mid-2027 vs CLSA's 2030 Shortage, Gold Eyes $5,000 vs Sub-$4,300 https://chase-dream.cn/en/digests/ai-20260923-am/NightIndexen2026-09-23T08:07:01+08:00Cheaper Tokens, Hotter Agent Race: Anthropic Opus 5.5 and OpenAI's GPT-6 Sub-Tiers Cut Costs 40-50% the Day After Calling for a Slowdown, While Meta's Muse Tops App Charts and OpenAI Reportedly Builds 'Aeon' https://chase-dream.cn/digests/ai-20260923-am/NightIndexzh-cn2026-09-23T08:07:01+08:00AI隔夜晨报：大模型降价、智能体混战、端侧算力齐头并进 https://chase-dream.cn/digests/ai-20260923/NightIndexzh-cn2026-09-23T19:06:09+08:00AI日报｜OpenAI Anthropic同日降价掀价格战，CCL与1.6T成算力扩产焦点 https://chase-dream.cn/en/digests/ai-20260923/NightIndexen2026-09-23T19:06:09+08:00GPT-6Luna's $0.10/M Print Undercuts DeepSeek as 1.6T DSP Gap Widens to 20M+ Units in 2027 and Burry Lifts AI-Infra Shorts — Price War Meets Supply Crunch https://chase-dream.cn/digests/cn_macro-20260923-am/NightIndexzh-cn2026-09-23T08:02:16+08:00人民币汇率回落、外资连续增持与产业升级同步推进 https://chase-dream.cn/en/digests/cn_macro-20260923-am/NightIndexen2026-09-23T08:02:16+08:004th Straight Month of Foreign Bond Inflows as CNY Slips 52 Pips; Wuhan Backs YMTC, Alibaba Targets 20GW Cloud by 2032 — EU Trade Gap Runs €1B/Day https://chase-dream.cn/digests/cn_macro-20260923/NightIndexzh-cn2026-09-23T19:02:15+08:00中国宏观日报：地方债放量与南向通扩容 资产再配置寻新锚 https://chase-dream.cn/en/digests/cn_macro-20260923/NightIndexen2026-09-23T19:02:15+08:00Henan Adds ¥56.0bn to Local Bond Supply as Gold Slides 1.1% to $4,310 and South-Bound Flows Hit a 13-Day Streak - Supply Pump vs Re-anchoring Trade https://chase-dream.cn/en/digests/fed_macro-20260923-am/NightIndexen2026-09-23T08:01:23+08:00Traders Stack 2.7M SOFR Calls to Hedge a Dovish Surprise as Swaps Price Three More Hikes; Haydar Sees 4-6 Still Needed — Barkin 'Unclear,' Warsh Walks Out on Dot Plot https://chase-dream.cn/digests/fed_macro-20260923-am/NightIndexzh-cn2026-09-23T08:01:23+08:00交易员大举对冲加息不及预期风险 美联储官员密集表态 https://chase-dream.cn/en/digests/fed_macro-20260923/NightIndexen2026-09-23T19:01:09+08:00Hawkish Repricing Accelerates After Last Week's Fed Hike: Swaps Price 3 More Moves by Mid-2027, Dollar Hits 8-Week High, 2s/10s Collapses to ~22bp — Yet Options Market and El-Erian Flag Over-Tightening Risk https://chase-dream.cn/digests/fed_macro-20260923/NightIndexzh-cn2026-09-23T19:01:09+08:00美联储紧缩预期全面反弹：美元冲至八周高位，美债曲线再临倒挂 https://chase-dream.cn/digests/global_macro-20260923-am/NightIndexzh-cn2026-09-23T08:03:05+08:00欧央行暗示必要时转向轻度紧缩 欧元区债市承压 https://chase-dream.cn/en/digests/global_macro-20260923-am/NightIndexen2026-09-23T08:03:05+08:00French 10Y Jumps 3.3bp to 4.505% as Fico Demands Emergency EU Energy Summit; ECB's Nagel Floats Mild Tightening — Real Rates Climb Globally https://chase-dream.cn/digests/global_macro-20260923/NightIndexzh-cn2026-09-23T19:03:30+08:00OECD上调2026年全球增速，警示能源冲击下通胀粘性与加息分化 https://chase-dream.cn/en/digests/global_macro-20260923/NightIndexen2026-09-23T19:03:30+08:00OECD Lifts 2026 Growth to 2.9% and India to 7.1% Yet Sounds Alarm on Bond Yields and Energy Inflation - BoE Told to Sit at 3.75% as ECB and BoJ Lean Hawkish https://chase-dream.cn/en/digests/hormuz-20260923-am/NightIndexen2026-09-23T08:06:27+08:00Iran's 7-Day Hormuz Offer Yanks WTI Under $90 and Brent to $93.83 as Araqchi Meets Witkoff — Yet Two Tanker Strikes and a Riyadh Flight Stand-Off Refuse to Let the Premium Fade https://chase-dream.cn/digests/hormuz-20260923-am/NightIndexzh-cn2026-09-23T08:06:27+08:00霍尔木兹"七日重开"提议落地：油价跳水与美伊联大博弈 https://chase-dream.cn/en/digests/hormuz-20260923/NightIndexen2026-09-23T19:04:30+08:00Brent Below $99 on US-Iran Talks and Saudi Pipeline Restart, Yet Just 3 Hormuz Transits vs 15-Day Average and VLCC Rates Hit Record $1.2mn/Day https://chase-dream.cn/digests/hormuz-20260923/NightIndexzh-cn2026-09-23T19:04:30+08:00霍尔木兹海峡通行持续低迷，美伊接触与管道测试推动油价创一年多最长连跌 https://chase-dream.cn/en/digests/industrial_metals-20260923-am/NightIndexen2026-09-23T08:10:14+08:00COMEX Copper Pops 2% to $6.9/lb, LME Splits, but IMIP NPI Cuts and a $1B Glencore-Recycle Offtake Reframe the Squeeze - 1Mt Stockpile Risk Caps the Bid https://chase-dream.cn/digests/industrial_metals-20260923-am/NightIndexzh-cn2026-09-23T08:10:14+08:00工业金属隔夜观察：铜镍联袂走强，印尼镍生铁因厄尔尼诺减产 https://chase-dream.cn/en/digests/industrial_metals-20260923/NightIndexen2026-09-23T19:14:27+08:00Copper Retreats From Near-Record on Fed Caution; Lithium Carbonate Drops 3%+ to 128,860 yuan; BHP Escondida Strike Risk Resurfaces - Base Metals Broadly Lower https://chase-dream.cn/digests/industrial_metals-20260923/NightIndexzh-cn2026-09-23T19:14:27+08:00工业金属日报：内盘基本金属普跌 沪镍独红 碳酸锂重挫逾3% https://chase-dream.cn/en/digests/precious_metals-20260923-am/NightIndexen2026-09-23T08:09:47+08:00Silver Surges 2% to $67.45 While Gold Caps at $4,396 on Dollar Strength Post-Fed - Cross-Metal Divergence Tests Fidelity's $5k Liquidity Thesis https://chase-dream.cn/digests/precious_metals-20260923-am/NightIndexzh-cn2026-09-23T08:09:47+08:00现货金站上4360、白银涨逾2%：隔夜金银先抑后扬 https://chase-dream.cn/en/digests/precious_metals-20260923/NightIndexen2026-09-23T19:09:16+08:00Gold Breaks Below $4,310 on Iran Whipsaw and Fed's Barkin; Silver Drops 2.92% to $65.07 — Yet ETF Holdings Hit 7-Month High as Real Yields Reach 20-Year Peak https://chase-dream.cn/digests/precious_metals-20260923/NightIndexzh-cn2026-09-23T19:09:16+08:00现货黄金跌破4310美元 多空拉扯下震荡中枢面临下移 https://chase-dream.cn/digests/research-20260923-am/NightIndexzh-cn2026-09-23T08:07:55+08:00隔夜研报速递：美联储加息余波未平 AI主线全面铺开 https://chase-dream.cn/en/digests/research-20260923-am/NightIndexen2026-09-23T08:07:55+08:00Warsh's Hike Confirms a Two-Speed US; Pimco Quits Long-Bond Underweight as 5%+ Lures, BofA Lifts H2 Brent to $95 — AI Capex vs Housing Drag https://chase-dream.cn/en/digests/research-20260923/NightIndexen2026-09-23T19:08:13+08:00Post-Hike Repricing Pivots China Research to Banks, Copper-Gold and AI Cash Flow, 10Y UST Anchored 4.5-5% - Howard Marks Says Buy-Backs Are an 'Ice Pack' on the Fiscal 'Fever' https://chase-dream.cn/digests/research-20260923/NightIndexzh-cn2026-09-23T19:08:13+08:00研报动态｜美联储重启加息,机构聚焦AI质量验证与港股布局窗口