https://chase-dream.cn/en/digests/ai-20261024-am/NightIndexen2026-10-24T08:15:57+08:00AWS Capacity Sold Out Through 2027 and Orders Stretch to 2028 as CoreWeave Bond Yields Top 15% and OpenAI Faces $10,000-Per-Violation Claims: AI Demand Meets Capital and Safety Friction https://chase-dream.cn/digests/ai-20261024-am/NightIndexzh-cn2026-10-24T08:15:57+08:00人工智能（Artificial Intelligence，AI）隔夜变盘点：风险偏好退潮，需求与融资继续扩张 https://chase-dream.cn/en/digests/cn_macro-20261024-am/NightIndexen2026-10-24T08:07:14+08:00RMB 700 Billion MLF Supports Liquidity as 40 Technology Export Controls Enter Consultation, while Freight and Bank-Share Performance Diverge https://chase-dream.cn/digests/cn_macro-20261024-am/NightIndexzh-cn2026-10-24T08:07:14+08:00隔夜宏观：资金安排、产业升级与扩内需政策并进 https://chase-dream.cn/en/digests/fed_macro-20261024-am/NightIndexen2026-10-24T08:04:51+08:00Oil Near $117 and the 10-Year at 4.992% Stoke Inflation Tension as a 25-bp Hike Headline Collides With Pause Previews https://chase-dream.cn/digests/fed_macro-20261024-am/NightIndexzh-cn2026-10-24T08:04:51+08:00增长韧性、通胀黏性与联储路径重估 https://chase-dream.cn/en/digests/global_macro-20261024-am/NightIndexen2026-10-24T08:10:00+08:00AI Financing Fears Push Global Investment-Grade Spreads to 129 bp and a 17-Month High - Germany’s Energy Buffer and France’s Aa3 Negative Outlook Face the Test https://chase-dream.cn/digests/global_macro-20261024-am/NightIndexzh-cn2026-10-24T08:10:00+08:00全球央行会议周、信用警报与能源供给牵动今晨开盘 https://chase-dream.cn/digests/hormuz-20261024-am/NightIndexzh-cn2026-10-24T08:12:29+08:00霍尔木兹海峡风险骤升：油价冲高，袭船事件增加周末变数 https://chase-dream.cn/en/digests/hormuz-20261024-am/NightIndexen2026-10-24T08:12:29+08:00Hormuz Tanker Attacks and Supply Fears Lift Brent to $116.72 as Shipping Incidents Hit a Record — Diplomacy vs Escalation https://chase-dream.cn/en/digests/industrial_metals-20261024-am/NightIndexen2026-10-24T08:26:06+08:00Potential 2028 Copper Squeeze Meets a 132,000-Tonne August Surplus: LME Zinc Jumps 2.06% as Concentrate Frictions Clash With a Weak Near-Term Balance https://chase-dream.cn/digests/industrial_metals-20261024-am/NightIndexzh-cn2026-10-24T08:26:06+08:00工业金属隔夜晨报：伦敦金属交易所（London Metal Exchange，LME）多数品种收高，沪铜与沪锡分化 https://chase-dream.cn/digests/precious_metals-20261024-am/NightIndexzh-cn2026-10-24T08:22:35+08:00金银隔夜大跌：4000美元关口承压，投机净多头（net long position）收缩 https://chase-dream.cn/en/digests/precious_metals-20261024-am/NightIndexen2026-10-24T08:22:35+08:00Gold and Silver Extend Weekly Selloff as Crude Above $116 Reinforces Fed Tightening Fears: COMEX Gold -4.22%, Silver -5.56% https://chase-dream.cn/digests/research-20261024-am/NightIndexzh-cn2026-10-24T08:19:47+08:00隔夜晨报：宏观、市场与行业研究速览 https://chase-dream.cn/en/digests/research-20261024-am/NightIndexen2026-10-24T08:19:47+08:00Oil and Treasuries Rise Together as AI Jitters Meet a 2027 Repo-Clearing Deadline — Dollar Seen Resilient Into FOMC https://chase-dream.cn/en/digests/ai-20261023-am/NightIndexen2026-10-23T08:06:39+08:00Meta's $825B Future Spending Slate Hammers AI Stocks: SOX -6%+, Meta -7%+, CDS at Record — Yet OpenAI Closes $30B UAE-Led Round, Anthropic IPO Looms, Gray Calls Demand 'Parabolic' https://chase-dream.cn/digests/ai-20261023-am/NightIndexzh-cn2026-10-23T08:06:39+08:00美股AI全线重挫 巨额融资与具身智能并行 https://chase-dream.cn/digests/ai-20261023/NightIndexzh-cn2026-10-23T19:07:21+08:00算力融资争议再起，AI产业链订单与业绩双线兑现 https://chase-dream.cn/en/digests/ai-20261023/NightIndexen2026-10-23T19:07:21+08:00Cambricon Q3 Net Profit +147.74%, Western Digital Books to 2030 as CoreWeave Splits the Street $23B vs $76B - Earnings Beat, Funding-Gap Stress https://chase-dream.cn/digests/cn_macro-20261023-am/NightIndexzh-cn2026-10-23T08:01:30+08:00隔夜宏观：长钱稳市、央企2万亿开工与新周期信号 https://chase-dream.cn/en/digests/cn_macro-20261023-am/NightIndexen2026-10-23T08:01:30+08:0010-Year CGB Yield Slips to Record 1.6414% as Small Banks Flip Duration, Yet Ship Orders Surge 163.2% and FDI Holds with France Up 31.8% — November NPC Session Tests the Path https://chase-dream.cn/digests/cn_macro-20261023/NightIndexzh-cn2026-10-23T19:03:24+08:00三季报披露周开局，财政增量与"十五五"规划同框落地 https://chase-dream.cn/en/digests/cn_macro-20261023/NightIndexen2026-10-23T19:03:24+08:00Cambricon Q3 Net Profit Soars 147.74%, Zijin 9M Profit Climbs 51.93%, as 550B Yuan Local Debt and Unified Energy Contracts Stack Q4 Plumbing — AI Beats Coal's 3.2% Print https://chase-dream.cn/en/digests/fed_macro-20261023-am/NightIndexen2026-10-23T08:00:39+08:00Flight to Safety Sends 10Y Plunging 19.3bp - Steepest Drop Since March 2023 - as Hedging Costs Soar and 2026 Fed Hike Fully Unpriced https://chase-dream.cn/digests/fed_macro-20261023-am/NightIndexzh-cn2026-10-23T08:00:39+08:00美债遭疯抢：十年期收益率单日暴跌19基点，交易员不再完全押注年内加息 https://chase-dream.cn/en/digests/fed_macro-20261023/NightIndexen2026-10-23T19:02:03+08:00Three Shocks Collide to Crash 10Y Yield 19.3bp to 4.95% as Fed Hike Pricing Slips to January 2027 — Oil at $114 and French 10Y at 5.04% Frame Warsh's Credibility Test https://chase-dream.cn/digests/fed_macro-20261023/NightIndexzh-cn2026-10-23T19:02:03+08:00AI恐慌重塑加息路径，沃什直面沟通大考 https://chase-dream.cn/digests/global_macro-20261023-am/NightIndexzh-cn2026-10-23T08:02:25+08:00日英通胀分化 欧洲债市承压 https://chase-dream.cn/en/digests/global_macro-20261023-am/NightIndexen2026-10-23T08:02:25+08:00Japan Core CPI Cracks BoJ 2% Target at 2.1% Backing December Hike; Yen Hits One-Year High vs Euro as France 10Y Cracks 50bp Over Italy, Carry Unwind Wipes Out ~100 London Desks https://chase-dream.cn/digests/global_macro-20261023/NightIndexzh-cn2026-10-23T19:04:42+08:00全球宏观日报：日核心CPI破2%，欧央行12月收官加息预期升温 https://chase-dream.cn/en/digests/global_macro-20261023/NightIndexen2026-10-23T19:04:42+08:00Japan Core-Core CPI Climbs to 2.4% Sealing December BoJ Hike, While France-Germany 10Y Spread Hits 1.78% — Sovereign Bond Stress Spreads https://chase-dream.cn/digests/hormuz-20261023-am/NightIndexzh-cn2026-10-23T08:05:29+08:00霍尔木兹冲突骤升级 油价破113美元 隔夜全球市场风险重定价 https://chase-dream.cn/en/digests/hormuz-20261023-am/NightIndexen2026-10-23T08:05:29+08:00Seven Tankers Hit in Hormuz, Brent Punches Through $113 as Houthi Four-Strike Barrage Hits Saudi Defense Ministry and Aramco HQ - the 'Flows Are Fine' Story Meets Five-Month Highs Two Weeks Before the US Midterms https://chase-dream.cn/digests/hormuz-20261023/NightIndexzh-cn2026-10-23T19:05:34+08:00霍尔木兹海峡：胡塞武装打击沙特阿美核心设施，油市期货与现货显著背离 https://chase-dream.cn/en/digests/hormuz-20261023/NightIndexen2026-10-23T19:05:34+08:00Hormuz Attacks Hit October Record While Physical Flows Rebound: Brent at $113.17, Basrah $10 Below Dubai, Fuel Oil +6% on Supply Gap - Spot vs Futures Split https://chase-dream.cn/digests/industrial_metals-20261023-am/NightIndexzh-cn2026-10-23T08:09:12+08:00工业金属隔夜观察：LME 全线收跌，伦铜探至五周新低 https://chase-dream.cn/en/digests/industrial_metals-20261023-am/NightIndexen2026-10-23T08:09:12+08:00LME Copper Slips to Five-Week Low at $14,089 on US Warehouse Build, Even as Chile Trims 2026 Output 8-9% and Southern Copper Guides 2027 Below 920,000 Tons - Logistical Glut vs Mine Reality https://chase-dream.cn/en/digests/industrial_metals-20261023/NightIndexen2026-10-23T19:12:55+08:00LME Copper Tumbles 1.94% to Five-Week Low as AI Selloff Saps Risk Appetite, LME US Warehouse Stocks Hit 12.5-Year High - Yet Chile Lithium, Rio Bauxite, Indonesia Nickel Open New Supply Lines https://chase-dream.cn/digests/industrial_metals-20261023/NightIndexzh-cn2026-10-23T19:12:55+08:00工业金属日报：外强内弱延续 伦铜反弹难改周线颓势 https://chase-dream.cn/digests/precious_metals-20261023-am/NightIndexzh-cn2026-10-23T08:08:26+08:00贵金属遭抛售，金银盘中跌近3%、白银单日跌逾5% https://chase-dream.cn/en/digests/precious_metals-20261023-am/NightIndexen2026-10-23T08:08:26+08:00Silver Crashes to $54.63 (Lowest Since Nov 2025) as Oil-Fueled Hawkish-Fed Bets Dump Gold Below $4,030 — Falling-Yields Paradox https://chase-dream.cn/en/digests/precious_metals-20261023/NightIndexen2026-10-23T19:11:40+08:00Gold Loses $4,000 to Liquidity Selloff; Silver Drops 6% as Brent Above $113 Rewires the Fed Path — Safe-Haven Bid Tested by Cross-Asset Margin Calls https://chase-dream.cn/digests/precious_metals-20261023/NightIndexzh-cn2026-10-23T19:11:40+08:00金价跌穿4000美元创四个月新低，白银跟随跳水 https://chase-dream.cn/en/digests/research-20261023-am/NightIndexen2026-10-23T08:07:22+08:00Hedge Fund Shorts Hit 99th Percentile As Net Leverage Drops To Three-Year Lows — Goldman Flags Squeeze Risk, JPM Says Selling Is Done; Tesla Splits Goldman Neutral $360 Against UBS $425 https://chase-dream.cn/digests/research-20261023-am/NightIndexzh-cn2026-10-23T08:07:22+08:00隔夜研报动态：海外评级密集调整，宏观聚焦美债与AI风险 https://chase-dream.cn/digests/research-20261023/NightIndexzh-cn2026-10-23T19:10:23+08:00研报动态日报：情绪修复窗口下，机构掘金PCB/铝/化肥主线 https://chase-dream.cn/en/digests/research-20261023/NightIndexen2026-10-23T19:10:23+08:00BofA Holds Two Further 2026 Hikes as Energy Reignites 3.7% US CPI, While A-Shares Snap 4.16% on ChiNext From RSI 23.9 - Citi Sees 'Capitulation' at PDD P/E 2.7-3.5x https://chase-dream.cn/digests/ai-20261022/NightIndexzh-cn2026-10-22T19:05:26+08:00算力长单加码，商业化裂缝扩大 https://chase-dream.cn/en/digests/ai-20261022/NightIndexen2026-10-22T19:05:26+08:00Huang's 'Off the Charts' Demand Meets a 1% Revenue Floor: Lam Research Drops 8.36% on China Risk, Anthropic 17% Bankruptcy Priced Against $750B Compute Pledge — Capex Bid Tests a Stalled Token-Spend Base https://chase-dream.cn/en/digests/cn_macro-20261022/NightIndexen2026-10-22T19:02:02+08:00Q3 GDP Re-Accelerates to 4.5% as Exports Surge 36.3%, Yet Property FAI Sinks 20.6% and Southbound Bleeds 9B HKD as Fund Houses Pledge 1.3B Yuan in ETF Self-Buys https://chase-dream.cn/digests/cn_macro-20261022/NightIndexzh-cn2026-10-22T19:02:02+08:00对外投资新规发布 政策与消费数据同步推进 https://chase-dream.cn/digests/fed_macro-20261022/NightIndexzh-cn2026-10-22T19:01:03+08:00暂停预期与AI疑虑交织：美元承压美债长端创月内新低 https://chase-dream.cn/en/digests/fed_macro-20261022/NightIndexen2026-10-22T19:01:03+08:00DXY Cracks 101.50 on Fed Pause Repricing; 30Y Slides to 5.376% on AI-Driven Haven Bid — Senate Math and the Deficit Transmission Take Over https://chase-dream.cn/en/digests/global_macro-20261022/NightIndexen2026-10-22T19:03:20+08:00French OAT 10Y Cracks 5.09% as Foreign Exodus Reshapes Euro Sovereigns; UK Debt Crosses £3tn, Korea Holds at 3.00% — BoE Beyond November Clouded by Energy https://chase-dream.cn/digests/global_macro-20261022/NightIndexzh-cn2026-10-22T19:03:20+08:00法国债抛售蔓延，韩国按兵不动，新兴市场承压 https://chase-dream.cn/en/digests/hormuz-20261022/NightIndexen2026-10-22T19:04:25+08:00IRGC Strikes Seven Tankers in Hormuz Overnight, Brent Above $110 as US-Israel Plot Post-Midterm Iran Strike — Even as Middle East Crude Flows Sit at 94% of Pre-War https://chase-dream.cn/digests/hormuz-20261022/NightIndexzh-cn2026-10-22T19:04:25+08:00霍尔木兹地缘危局再升级：海峡一夜7船遇袭叠加沙特遭袭，布伦特破110 https://chase-dream.cn/digests/industrial_metals-20261022/NightIndexzh-cn2026-10-22T19:09:57+08:00铜价承压、铝强锂弱：工业金属日内分化加剧 https://chase-dream.cn/en/digests/industrial_metals-20261022/NightIndexen2026-10-22T19:09:57+08:00Hongqiao Posts +69.86% YTD Net Profit as LME Copper Slips 1.02% to $14,209.5/Ton, COMEX Stockpiling Adds 27,675t of Warrants, Lithium Carbonate Cracks 4% — Aluminum Earnings Diverge From Base-Metals Selloff https://chase-dream.cn/digests/precious_metals-20261022/NightIndexzh-cn2026-10-22T19:08:50+08:00黄金失守4070美元、白银重挫逾3%——强美元联手油价压制金银 https://chase-dream.cn/en/digests/precious_metals-20261022/NightIndexen2026-10-22T19:08:50+08:00Gold Breaks $4,070 and Silver Loses $56 on 11-Year-High Dollar Sensitivity; BlackRock's 3x Miner-Leverage Bull Case Faces Goldman's 'Still Stuck' Silver Warning https://chase-dream.cn/digests/research-20261022/NightIndexzh-cn2026-10-22T19:07:51+08:00研报动态：AI基建多空对峙，机构聚焦"造血能力"与"融资缺口" https://chase-dream.cn/en/digests/research-20261022/NightIndexen2026-10-22T19:07:51+08:00JPMorgan's $400B Tech Cash Surplus Caps the AI Sell-Off as Nomura Warns of a '97-98/'07-08 'Second Shock' With Oil as the Switch and Crude Freight Jumps 7x to $35/bbl - Hyperscalers vs Neocloud