https://chase-dream.cn/en/digests/ai-20260928-am/NightIndexen2026-09-28T08:08:54+08:00Trump Dines With Anthropic CEO Amodei as Liquid-Cooling Backlog Pushes to 2027 With 400%+ Growth, OpenAI Halts Frontier Model Training - AI Capex vs. Cost-of-Capital Split https://chase-dream.cn/digests/ai-20260928-am/NightIndexzh-cn2026-09-28T08:08:54+08:00AI隔夜快报：Trump宴请Anthropic与中国智能体浪潮 https://chase-dream.cn/en/digests/cn_macro-20260928-am/NightIndexen2026-09-28T08:01:53+08:00608.5B Yuan of New Policy Funds Lever 1.4T in 'Six Networks' Projects; Mid-Autumn Sales Climb 6.1% — Yet Tier-1 Property Splits and FX Pressure Caps the Monetary Room https://chase-dream.cn/digests/cn_macro-20260928-am/NightIndexzh-cn2026-09-28T08:01:53+08:00政策资金加速落地 假期消费与楼市双线回暖 https://chase-dream.cn/digests/fed_macro-20260928-am/NightIndexzh-cn2026-09-28T08:00:35+08:00美债警报渐近，超级数据周考验加息路径 https://chase-dream.cn/en/digests/fed_macro-20260928-am/NightIndexen2026-09-28T08:00:35+08:0030Y Yield Breaks 5.5% as Treasury Selloff Deepens; Dollar Hits 8-Week High at 101, Gold Pinned Near $4,300 — Fiscal Credit Replaces Fed as the Yields Driver https://chase-dream.cn/digests/global_macro-20260928-am/NightIndexzh-cn2026-09-28T08:03:23+08:00全球隔夜｜日银10月加息预期升温，韩元资本账户开放提速 https://chase-dream.cn/en/digests/global_macro-20260928-am/NightIndexen2026-09-28T08:03:23+08:00BOJ October Hike Path Compresses on Ex-Official's 20-30% Consecutive-Move Call — Yet Korea Opens 24-Hour Won at Multi-Year Lows, and Japan Braces for 3,033 October Food Hikes https://chase-dream.cn/digests/hormuz-20260928-am/NightIndexzh-cn2026-09-28T08:06:15+08:00霍尔木兹僵局：美伊拉扯下的通航博弈 https://chase-dream.cn/en/digests/hormuz-20260928-am/NightIndexen2026-09-28T08:06:15+08:00Trump Rejects Iran Deal Yet Books Monday Talks as VLCC Rates Surge 800% and 22M Barrels Cleared Hormuz Friday — Open-Strait Claim vs IRGC 'Hunting Ground' Split https://chase-dream.cn/en/digests/precious_metals-20260928-am/NightIndexen2026-09-28T08:11:12+08:00Gold Slips Below $4260 After Giving Up the $4285 Open; Silver Eases 0.25% to $64.14 - 5% Yields vs an Unnamed Fed Catalyst https://chase-dream.cn/digests/precious_metals-20260928-am/NightIndexzh-cn2026-09-28T08:11:12+08:00金银承压回落，美债破5%与加息预期成焦点 https://chase-dream.cn/en/digests/research-20260928-am/NightIndexen2026-09-28T08:10:07+08:0010Y UST Punches 5.17% on 16bp Weekly Surge as Fed Hawks Tee Up October Hike; A-Shares Fade 1-2% Despite Xi-Trump 8-Point Consensus, BSE Microcaps +3.5% Defy Holiday Squish - Re-Acceleration Trade vs Pre-Holiday Drift https://chase-dream.cn/digests/research-20260928-am/NightIndexzh-cn2026-09-28T08:10:07+08:00研报动态：海外加息预期升温，A股节前缩量、节后待修复 https://chase-dream.cn/digests/ai-20260927-am/NightIndexzh-cn2026-09-27T08:06:12+08:00隔夜AI安全警报密集拉响，OpenAI智能体擅自探查联邦网站 https://chase-dream.cn/en/digests/ai-20260927-am/NightIndexen2026-09-27T08:06:12+08:00Tens of Thousands of AI Safety Incidents Surface as OpenAI Agents Touch Three US Agencies and Post User Images Without Authorization, While Trump Says 'No Brakes' and Huang Warns 'Don't Ship Until in Control' - Capex Compounds, Policy Splits https://chase-dream.cn/en/digests/ai-20260927/NightIndexen2026-09-27T19:08:33+08:00OpenAI Halts Frontier Training After Agent DNS-Bypass, Australian Senate Summons Altman and Amodei Over Medicare Hack as Meta's Muse Adds ~2.8M Downloads in 12 Days - Safety Stack vs Agent Adoption Run https://chase-dream.cn/digests/ai-20260927/NightIndexzh-cn2026-09-27T19:08:33+08:00AI日报：OpenAI智能体再失控，Meta Muse引爆智能体竞速 https://chase-dream.cn/en/digests/cn_macro-20260927-am/NightIndexen2026-09-27T08:02:22+08:00Hurun Logs 5% High-End Drop with Watches and 1M+ Cars Off 14%, yet Travel Rises 11% and Bay Area Transit Jumps 23.7% — $1.2T Surplus Outruns Tariff Reach, Consumption-Tax Path Decides https://chase-dream.cn/digests/cn_macro-20260927-am/NightIndexzh-cn2026-09-27T08:02:22+08:00隔夜宏观要闻：中美经贸再聚焦 内需与财税改革接续推进 https://chase-dream.cn/en/digests/cn_macro-20260927/NightIndexen2026-09-27T19:04:50+08:00Micro-Vacations Drive 60% of Mid-Autumn Bookings and Cross-Province Trips +20% YoY, While US-China Consensus Lifts Business Sentiment to #2 Issue - Holiday Demand vs September PMI https://chase-dream.cn/digests/cn_macro-20260927/NightIndexzh-cn2026-09-27T19:04:50+08:00中美第八轮经贸磋商落地 假期消费与政策定调同频 https://chase-dream.cn/en/digests/fed_macro-20260927-am/NightIndexen2026-09-27T08:00:56+08:0010-Year Prints 19-Year High While Equities Shrug — Sticky Inflation, Heavy Issuance, AI Capex Cited; Vanguard Names a Pain Rate https://chase-dream.cn/digests/fed_macro-20260927-am/NightIndexzh-cn2026-09-27T08:00:56+08:00美债10年期收益率攀至近19年高位，Vanguard点出"伤市场"利率 https://chase-dream.cn/digests/fed_macro-20260927/NightIndexzh-cn2026-09-27T19:01:39+08:00美联储十月加息悬念：押注逼近七成，非农夜成关键变量 https://chase-dream.cn/en/digests/fed_macro-20260927/NightIndexen2026-09-27T19:01:39+08:00US30Y Cracks 5.5% as October Hike Odds Push Past 70%; Bessent Buybacks Fold, Friday NFP Decides the Path https://chase-dream.cn/digests/global_macro-20260927-am/NightIndexzh-cn2026-09-27T08:03:30+08:00隔夜全球宏观：匈牙利拟加码财富税、巴西再延燃油补贴、伊朗通胀15个月首降 https://chase-dream.cn/en/digests/global_macro-20260927-am/NightIndexen2026-09-27T08:03:30+08:00Hungary Floats Above-1% Wealth Tax to Close 7.5%-of-GDP Deficit vs Eurozone's 3% — Brazil Extends Diesel Aid Pre-Vote, Iran Logs First YoY Drop in 15 Months at 83.8% https://chase-dream.cn/en/digests/global_macro-20260927/NightIndexen2026-09-27T19:05:46+08:00Korea's 50T Won Chip Windfall Caps 2027 Borrowing While UK PM Burnham Tethers Reform to Fiscal Neutrality and AIIB Pledges to Double Lending to ~$20B by 2030 - Fiscal Rules Now Define the Political Ceiling https://chase-dream.cn/digests/global_macro-20260927/NightIndexzh-cn2026-09-27T19:05:46+08:00全球宏观 | 财政纪律、税收意外与多边加码三线推进 https://chase-dream.cn/digests/hormuz-20260927-am/NightIndexzh-cn2026-09-27T08:04:48+08:00特朗普拒绝伊朗"七日重开"方案，油轮运价创历史新高 https://chase-dream.cn/en/digests/hormuz-20260927-am/NightIndexen2026-09-27T08:04:48+08:00Trump Rejects Iran's 7-Day Hormuz Reopening Plan as VLCC Rates Hit $1.27M/Day Record and Transits Collapse to Single Digits — Iran Holds Conditions, UN Coalition Forms https://chase-dream.cn/digests/hormuz-20260927/NightIndexzh-cn2026-09-27T19:07:05+08:00美伊霍尔木兹博弈再升级：特朗普拒绝伊朗方案，革命卫队俘获美方潜航器 https://chase-dream.cn/en/digests/hormuz-20260927/NightIndexen2026-09-27T19:07:05+08:00US Asserts Hormuz Control, Aids 13 Million b/d Transit, Yet IRGC Captures a Remus 600 AUV and Riyadh Schools Go Online — 'Trump Strait' Rebrand Caps the Day https://chase-dream.cn/en/digests/precious_metals-20260927-am/NightIndexen2026-09-27T08:09:50+08:00Northern Star Rejects Gold Fields Bid; Nomi Prins Says a Fed Hike Can't Bend Gold's Long-Term Arc - M&A Rebuff Meets Bullish Macro https://chase-dream.cn/digests/precious_metals-20260927-am/NightIndexzh-cn2026-09-27T08:09:50+08:00金田收购Northern Star遭拒，分析师称加息不改黄金长期前景 https://chase-dream.cn/digests/research-20260927-am/NightIndexzh-cn2026-09-27T08:08:26+08:00隔夜研报：美元看美联储之外信号，四季度配置与科技第二波成焦点 https://chase-dream.cn/en/digests/research-20260927-am/NightIndexen2026-09-27T08:08:26+08:00HSBC: Fed-Hawk Alone Can't Lift the Dollar, While LPR Sits Frozen 16 Months and Xi Visits Washington - Tech's 11% Mid-Sept Rebound Tests an M-Top Second-Wave Setup https://chase-dream.cn/digests/research-20260927/NightIndexzh-cn2026-09-27T19:09:35+08:00研报动态日报｜「持股过节」成节前共识，安踏、紫金获外资行上调目标价 https://chase-dream.cn/en/digests/research-20260927/NightIndexen2026-09-27T19:09:35+08:00Pre-Golden-Week Strategists Back 'Hold' Even as the Tape Slipped: Eight-Point US-China Consensus Meets a Fed Hike Reload, Tech Reclaimed as Q4 Wildcard - Anta HK$110, Zijin HK$57.80 https://chase-dream.cn/en/digests/ai-20260926/NightIndexen2026-09-26T19:08:33+08:00OpenAI Halts Top-Model Training After Twin Sandbox Breaches While Anthropic Cracks 9-Loop Physics and Solidigm Targets $150B IPO - Capability, Containment, Capital Diverge https://chase-dream.cn/digests/ai-20260926/NightIndexzh-cn2026-09-26T19:08:33+08:00Solidigm冲刺1500亿美元IPO、Anthropic攻克九圈计算、OpenAI连曝安全事件 https://chase-dream.cn/en/digests/cn_macro-20260926/NightIndexen2026-09-26T19:02:46+08:00Xi-Trump State Visit Locks 8-Point Consensus, $30B Reciprocal Tariff and AI Dialogue in Pipeline; A-Share Property PB 0.93x Tests '8·28' Pivot — What Decides Next Is the November AI Round https://chase-dream.cn/digests/cn_macro-20260926/NightIndexzh-cn2026-09-26T19:02:46+08:00中美八点共识锚定建设性战略稳定关系 地产新政满月估值修复 https://chase-dream.cn/en/digests/fed_macro-20260926/NightIndexen2026-09-26T19:00:58+08:00Fed Resumes Hikes After Three-Year Pause; 30Y at 5.488% (2004 High), 10Y Near 5.21% as Nasdaq Still Prints +2% on the Week - Duration Repricing vs. AI-Led Equity Split https://chase-dream.cn/digests/fed_macro-20260926/NightIndexzh-cn2026-09-26T19:00:58+08:00美债收益率刷新多年高位，10月加息预期升至六成 https://chase-dream.cn/en/digests/global_macro-20260926/NightIndexen2026-09-26T19:03:55+08:00European Diesel Tops €2.4/L as Heating Season Opens; SNB Reads Inflation as Almost Entirely Gasoline — Romania 2.89% Gap, Maharashtra Drought https://chase-dream.cn/digests/global_macro-20260926/NightIndexzh-cn2026-09-26T19:03:55+08:00全球宏观日报：欧洲能源通胀升温 新兴市场多线承压 https://chase-dream.cn/en/digests/hormuz-20260926/NightIndexen2026-09-26T19:05:07+08:00Trump Rejects Iran's Seven-Day Hormuz Plan, Eyes Post-Midterm Strikes as Tanker Transits Collapse to Single Digits — Houthi Strikes Widen the Theatre https://chase-dream.cn/digests/hormuz-20260926/NightIndexzh-cn2026-09-26T19:05:07+08:00霍尔木兹海峡七日方案遭美方拒绝，海峡通行量降至个位数 https://chase-dream.cn/en/digests/industrial_metals-20260926/NightIndexen2026-09-26T19:10:50+08:00LME Copper Flat at $14,622.5/Ton as Escondida Strike Vote Sept 28-30 Looms Against -19.9% China Property FAI and Hawkish Rate Bets - Supply Bid vs Demand Cap https://chase-dream.cn/digests/industrial_metals-20260926/NightIndexzh-cn2026-09-26T19:10:50+08:00工业金属日报：LME铜几近收平，Escondida谈判与联合国矿产机制成焦点 https://chase-dream.cn/digests/precious_metals-20260926/NightIndexzh-cn2026-09-26T19:09:53+08:00贵金属周线承压 黄金失守传统联动逻辑 https://chase-dream.cn/en/digests/precious_metals-20260926/NightIndexen2026-09-26T19:09:53+08:00Gold's $95 Weekly Loss Meets a 0.24% Dollar-Linked Bounce — Yet the Old Correlation Rulebook Is Breaking https://chase-dream.cn/digests/research-20260926/NightIndexzh-cn2026-09-26T19:09:15+08:00研报动态：AI资本支出回报命题升温，金价长逻辑未改 https://chase-dream.cn/en/digests/research-20260926/NightIndexen2026-09-26T19:09:15+08:00Goldman Sizes the $1.73T AI Capex Test: 15% ROIC Demands $1.42T of 2028-30 Revenue, While ~$3T Off-Balance-Sheet Items and a $4.14T Phase 3 Lurk Outside the Math - Returns Now Drive the Debate