https://chase-dream.cn/en/digests/ai-20261028-am/NightIndexen2026-10-28T08:20:46+08:00SK Hynix Locks >50% of 2027-28 Capacity — Anthropic’s $161.2bn Compute Lease and CoreWeave’s Distressed-Bond Drop Put AI Financing in Focus https://chase-dream.cn/digests/ai-20261028-am/NightIndexzh-cn2026-10-28T08:20:46+08:00存储经营数据抬升，模型应用催化，产业链或延续结构分化 https://chase-dream.cn/digests/ai-20261028/NightIndexzh-cn2026-10-28T19:20:16+08:00业绩兑现与资本回报检验：算力链分化与悬念 https://chase-dream.cn/en/digests/ai-20261028/NightIndexen2026-10-28T19:20:16+08:00AI Demand Converts Into Revenue: Vertiv Posts $4.313 Billion and Moore Threads Revenue Jumps 1,773.92% — Cash Flow, Memory Inflation and Capex Durability Now Divide the Trade https://chase-dream.cn/digests/cn_macro-20261028-am/NightIndexzh-cn2026-10-28T08:09:15+08:00增长数据偏强，内需与股债信号分化 https://chase-dream.cn/en/digests/cn_macro-20261028-am/NightIndexen2026-10-28T08:09:15+08:002.046% Long-Bond Yield, 15.5% Industrial-Profit Growth: Export-Led Strength Meets a 20.6% Drop in Property Sales https://chase-dream.cn/en/digests/cn_macro-20261028/NightIndexen2026-10-28T19:07:46+08:00China Tech Earnings Surge, Green and Enterprise Loans Grow 8.0%-13.0%, and the 30-Year Government Bond Jumps to 2.059% - Dispersion Meets a Late Rates Sell-Off https://chase-dream.cn/digests/cn_macro-20261028/NightIndexzh-cn2026-10-28T19:07:46+08:00工业利润高增，绿色贷款与科技企业信贷扩张，长端国债（Long-End Government Bonds）收益率上行 https://chase-dream.cn/digests/fed_macro-20261028-am/NightIndexzh-cn2026-10-28T08:05:50+08:00利率决议前夜：维持利率不变已成主流预期，声明措辞与收益率成主线 https://chase-dream.cn/en/digests/fed_macro-20261028-am/NightIndexen2026-10-28T08:05:50+08:00Fed Pause Priced, 5-Year Auction at 4.845% and 30-Year Yield at 5.304%: Warsh’s Communication Push Meets $40.5T Treasury Debt https://chase-dream.cn/digests/fed_macro-20261028/NightIndexzh-cn2026-10-28T19:03:41+08:00美联储按兵不动成基准情景，政策声明与主席发布会成交易焦点 https://chase-dream.cn/en/digests/fed_macro-20261028/NightIndexen2026-10-28T19:03:41+08:00Fed Pause Expected at 3.75%-4.00% With Core CPI at 2.6% y/y — 7%-10% Hike Odds Put Warsh's Credibility Test and Any Dissent at the Center of December Pricing https://chase-dream.cn/en/digests/global_macro-20261028-am/NightIndexen2026-10-28T08:13:05+08:00Chile Holds at 4.5% as 11 of 15 Economists Forecast a Canadian Hike and Seven Forecast a 25bp New Zealand Hike: UK Budget and Russian Oil Flows Set the Test https://chase-dream.cn/digests/global_macro-20261028-am/NightIndexzh-cn2026-10-28T08:13:05+08:00央行决议与英国预算案接棒，全球汇率进入事件窗口 https://chase-dream.cn/en/digests/global_macro-20261028/NightIndexen2026-10-28T19:12:41+08:00Unexpected Hold Meets Defensive Tightening: RBNZ’s 4-3 Split Sinks NZD 1.33% Versus AUD, India’s Excess Liquidity Drops >95% — Yet Canada’s 25bp Odds Sit at 77% https://chase-dream.cn/digests/global_macro-20261028/NightIndexzh-cn2026-10-28T19:12:41+08:00亚太政策分化，加拿大与欧洲进入决策窗口 https://chase-dream.cn/digests/hormuz-20261028-am/NightIndexzh-cn2026-10-28T08:15:06+08:00霍尔木兹海峡（Strait of Hormuz）风险升温：油轮触雷叠加区域冲突 https://chase-dream.cn/en/digests/hormuz-20261028-am/NightIndexen2026-10-28T08:15:06+08:00Hormuz Handles One-Third of Seaborne Crude and One-Fifth of LNG Shipments as a Mine-Struck Tanker Burns — Product Flows Rise, but Technical Momentum Wavers https://chase-dream.cn/en/digests/hormuz-20261028/NightIndexen2026-10-28T19:15:49+08:00Hormuz Tension Lifts European Gas Above €98/MWh as Citi Brackets 2026-27 TTF at €85 vs €154 - $47bn War Bill, Four Qatar Cargoes and an Undecided Trump https://chase-dream.cn/digests/hormuz-20261028/NightIndexzh-cn2026-10-28T19:15:49+08:00霍尔木兹海峡（Strait of Hormuz）风险升温：天然气冲高，航运与军事悬念并存 https://chase-dream.cn/digests/industrial_metals-20261028-am/NightIndexzh-cn2026-10-28T08:30:28+08:00工业金属隔夜晨报：铜领涨，现货升水升温 https://chase-dream.cn/en/digests/industrial_metals-20261028-am/NightIndexen2026-10-28T08:30:28+08:00Copper’s $14,474 LME 3-Month Close and $206/t Spot Premium Flash a Squeeze: AI and China Demand Meet Tight Supply, but Freeport-McMoRan’s Sales Cut and Antamina’s Shutdown Put Producer Execution Under Pressure https://chase-dream.cn/digests/industrial_metals-20261028/NightIndexzh-cn2026-10-28T19:31:36+08:00亚洲盘锂价急挫，铜铝偏强，库存与结算留悬念 https://chase-dream.cn/en/digests/industrial_metals-20261028/NightIndexen2026-10-28T19:31:36+08:00Lithium’s >2% Opening Gain Reverses to a 4.64% Drop as Aluminum Inventories Hit a Nine-Month Low—Copper’s Price and Inventory Signals Split https://chase-dream.cn/en/digests/precious_metals-20261028-am/NightIndexen2026-10-28T08:27:01+08:00Gold Breaks $4,060 and Shanghai Silver Closes +0.93% as One Analysis Flags Silver at 25% Below Its 200-Day Average - Fed Decision in Focus https://chase-dream.cn/digests/precious_metals-20261028-am/NightIndexzh-cn2026-10-28T08:27:01+08:00黄金（gold）与白银（silver）隔夜走强，白银内盘一度承压 https://chase-dream.cn/en/digests/precious_metals-20261028/NightIndexen2026-10-28T19:28:44+08:00Gold Breaks Below $4,030/oz and Silver Drops More Than 1% to $53.91/oz as Shanghai Holds Gains Into the FOMC: USD Pressure Meets an Unfinished ETF Rebound https://chase-dream.cn/digests/precious_metals-20261028/NightIndexzh-cn2026-10-28T19:28:44+08:00金银先涨后跌，利率决议前反弹确认仍待观察 https://chase-dream.cn/en/digests/research-20261028-am/NightIndexen2026-10-28T08:23:51+08:00Possible Fed Dissent Meets a $110 Year-End Brent Forecast and a £30-40bn Gilt-Supply Test — Hawkish Pricing Faces Dollar Downside https://chase-dream.cn/digests/research-20261028-am/NightIndexzh-cn2026-10-28T08:23:51+08:00隔夜研报晨读：政策分歧与预算约束如何影响风险定价 https://chase-dream.cn/digests/research-20261028/NightIndexzh-cn2026-10-28T19:24:13+08:00研报动态：利率、人工智能与资金轮动 https://chase-dream.cn/en/digests/research-20261028/NightIndexen2026-10-28T19:24:13+08:00AI Rotation Broadens: S&P 500 Ex-AI +12.4% in a Week, DRAM Prices Stretch to 2028, but BMO’s Hawkish-Hold Call Puts the S&P 500’s 5.5%-6.0% 10-Year Test in Focus https://chase-dream.cn/en/digests/ai-20261027-am/NightIndexen2026-10-27T08:21:26+08:00Anthropic’s $80.7bn First-Half Loss Puts AI Capital Intensity in Focus: $500bn+ Year-to-Date AI Debt and SpaceX’s $40bn GPU Lease https://chase-dream.cn/digests/ai-20261027-am/NightIndexzh-cn2026-10-27T08:21:26+08:00人工智能（Artificial Intelligence）与算力（Computing Power）隔夜主线：投入扩张与科技股去泡沫并存 https://chase-dream.cn/en/digests/ai-20261027/NightIndexen2026-10-27T19:18:40+08:00AI Capex Is Forecast at $1.531 Trillion for 2027 as $5 Million-Plus Daily Delivery Penalties and an Inevitable Compute Price War Reframe the Bottleneck — Anthropic's Potential $2 Trillion IPO Test and Repeatable Orders https://chase-dream.cn/digests/ai-20261027/NightIndexzh-cn2026-10-27T19:18:40+08:00人工智能（Artificial Intelligence，AI）日报：算力扩张、具身落地与资本竞速 https://chase-dream.cn/en/digests/cn_macro-20261027-am/NightIndexen2026-10-27T08:09:06+08:00Year-to-Date Bond ETF Inflows Reach RMB 241.4 Billion as Draft Rules Lift Non-FOF Funds’ Cross-Fund Cap to 30%, Yet Shanxi Coal Output Is Down 31.3% https://chase-dream.cn/digests/cn_macro-20261027-am/NightIndexzh-cn2026-10-27T08:09:06+08:00隔夜宏观资金与产业动态速览 https://chase-dream.cn/digests/cn_macro-20261027/NightIndexzh-cn2026-10-27T19:06:19+08:00低密供地、资金增配与产业新动能同步升温 https://chase-dream.cn/en/digests/cn_macro-20261027/NightIndexen2026-10-27T19:06:19+08:00Four Major ETFs Post RMB 19-26 Billion in Five-Day Net Inflows as Smart-Economy Electricity Use Rises 26% — India Recommends $83.72-$143.82/Ton Provisional PVC Duty https://chase-dream.cn/en/digests/fed_macro-20261027-am/NightIndexen2026-10-27T08:06:24+08:00Dollar Index at 101.959 and Pre-Auction Two-Year Yield at 4.705% Frame an Expected Fed Hold — December Hike Returns to Focus https://chase-dream.cn/digests/fed_macro-20261027-am/NightIndexzh-cn2026-10-27T08:06:24+08:00隔夜市场与今日开盘：美元偏强，利率路径分歧仍在 https://chase-dream.cn/digests/fed_macro-20261027/NightIndexzh-cn2026-10-27T19:02:56+08:00美联储（Federal Reserve）决议前夕：暂停加息预期升温，通胀与政策信号成悬念 https://chase-dream.cn/en/digests/fed_macro-20261027/NightIndexen2026-10-27T19:02:56+08:00Fed Expected to Hold as October Hike Odds Sit at 8.8%, but December Hike Odds Stand at 74.6% — Warsh’s Signal and Core PCE Face the Test https://chase-dream.cn/digests/global_macro-20261027-am/NightIndexzh-cn2026-10-27T08:13:13+08:00央行周前夜：巴西市场剧震，政策信号待揭 https://chase-dream.cn/en/digests/global_macro-20261027-am/NightIndexen2026-10-27T08:13:13+08:00Lula Victory Refocuses Fiscal Discipline: Index Futures -20% and Swap Rates +~200bp, While BOJ Hold Expectations Meet Hike Room https://chase-dream.cn/digests/global_macro-20261027/NightIndexzh-cn2026-10-27T19:10:19+08:00欧洲政策、能源与新兴市场收盘观察 https://chase-dream.cn/en/digests/global_macro-20261027/NightIndexen2026-10-27T19:10:19+08:00Forecast Cold Snaps Put LNG Markets on Test as a £4.5bn UK March 2032 Gilt Auction Clears at 5.036% and the France-Germany Spread Widens to 160bp - Credit Tightening Meets Energy Risk https://chase-dream.cn/en/digests/hormuz-20261027-am/NightIndexen2026-10-27T08:16:00+08:00Hormuz Closed, Tanker Struck, Brent Above $112/bbl: Transits at 4 and a Five-Day Deal Push Meet Escalation Risk https://chase-dream.cn/digests/hormuz-20261027-am/NightIndexzh-cn2026-10-27T08:16:00+08:00霍尔木兹海峡（Strait of Hormuz）风险再升级：封闭宣称、遇袭消息与外交斡旋并行 https://chase-dream.cn/digests/hormuz-20261027/NightIndexzh-cn2026-10-27T19:13:17+08:00外交缓和压低油价，霍尔木兹物流与航运风险仍高 https://chase-dream.cn/en/digests/hormuz-20261027/NightIndexen2026-10-27T19:13:17+08:00Iran’s Sinokor Enforcement and a Ras Tanura Fire Meet $30/MMBtu LNG Risk: Oil’s Diplomatic Reprieve Looks Temporary https://chase-dream.cn/en/digests/industrial_metals-20261027-am/NightIndexen2026-10-27T08:36:22+08:00Tin Adds $500 to $51,017 as Zinc Gains 1.94%, but $3.0bn Capstone Plan and $833mn Alumina Win Signal a Supply Push https://chase-dream.cn/digests/industrial_metals-20261027-am/NightIndexzh-cn2026-10-27T08:36:22+08:00工业金属（Industrial Metals）隔夜晨报：伦铝信号分歧，锌偏强，镍偏弱 https://chase-dream.cn/en/digests/industrial_metals-20261027/NightIndexen2026-10-27T19:29:19+08:00Zinc's 1,300-Tonne LME Draw Supports $3,814/t, Lithium Hits CNY99,700/t — yet COMEX Copper Logs a 1,310-Short-Ton Inflow https://chase-dream.cn/digests/industrial_metals-20261027/NightIndexzh-cn2026-10-27T19:29:19+08:00工业金属（industrial metals）日内分化：碳酸锂（lithium carbonate）领涨、锌短期偏紧而库存信号分化 https://chase-dream.cn/en/digests/precious_metals-20261027-am/NightIndexen2026-10-27T08:32:40+08:00Gold Holds Above $4,040 as COMEX Silver Falls to $53.32: ETF and Liquidity Risks Cloud the Rebound https://chase-dream.cn/digests/precious_metals-20261027-am/NightIndexzh-cn2026-10-27T08:32:40+08:00金银隔夜分化：黄金测试4000美元，白银一度跌超1% https://chase-dream.cn/digests/precious_metals-20261027/NightIndexzh-cn2026-10-27T19:24:21+08:00黄金失守4000美元/盎司、白银跌超3%：关键位争夺待解 https://chase-dream.cn/en/digests/precious_metals-20261027/NightIndexen2026-10-27T19:24:21+08:00Gold Breaks Below $4,000, Silver Tumbles >3%: Persistent USD Buying Meets a Fragile Technical Support Test Before the Fed Decision https://chase-dream.cn/en/digests/research-20261027-am/NightIndexen2026-10-27T08:29:39+08:00AI De-Risking vs a 68.9%-71.6% December Hike Bet: Two-Year Fastest Tech Selloff Raises the Return Test https://chase-dream.cn/digests/research-20261027-am/NightIndexzh-cn2026-10-27T08:29:39+08:00隔夜研报：人工智能交易转向回报考核，利率与资金线索成开盘观察主线 https://chase-dream.cn/en/digests/research-20261027/NightIndexen2026-10-27T19:22:00+08:00Goldman Calls a Two-Week $20 Billion TMT Selloff Deleveraging, Not Broken AI Demand — Selective AI Re-Entry Faces Earnings Growth Slowing from 29% to 18% https://chase-dream.cn/digests/research-20261027/NightIndexzh-cn2026-10-27T19:22:00+08:00科技资金信号、美债回调与商品分化