https://chase-dream.cn/en/digests/ai-20261102-am/NightIndexen2026-11-02T08:14:07+08:00AI Compute Builds a $4.11 Trillion Commitment Stack as 24 Optical Firms Post 50%+ Profit Growth — Financing Scrutiny Tests the Infrastructure Trade https://chase-dream.cn/digests/ai-20261102-am/NightIndexzh-cn2026-11-02T08:14:07+08:00人工智能（Artificial Intelligence，AI）产业晨报：业绩验证强化，融资与项目进度风险同步升温 https://chase-dream.cn/en/digests/ai-20261102/NightIndexen2026-11-02T19:13:50+08:00Near-$20B OpenAI Financing Misses $30B Goal as Data-Center IT Capacity Heads to 316 GW: Deployment Broadens, but $4.11T Commitments Meet 5.3x Election Exposure https://chase-dream.cn/digests/ai-20261102/NightIndexzh-cn2026-11-02T19:13:50+08:00人工智能的多线推进与兑现压力 https://chase-dream.cn/digests/cn_macro-20261102-am/NightIndexzh-cn2026-11-02T08:05:25+08:00隔夜宏观：利率机制切换，资本市场会议受关注，内外数据密集 https://chase-dream.cn/en/digests/cn_macro-20261102-am/NightIndexen2026-11-02T08:05:25+08:00PBOC Re-anchors Without a 15bp Cut as Gold Falls Below $3,900 and Manufacturing PMI Slips to 49.3% https://chase-dream.cn/digests/cn_macro-20261102/NightIndexzh-cn2026-11-02T19:07:14+08:00稳市信号升温，市场反弹与汽车盈利承压并存 https://chase-dream.cn/en/digests/cn_macro-20261102/NightIndexen2026-11-02T19:07:14+08:00Swap-Facility Hopes Lift Hang Seng Tech 2.85% as Broad ETF Turnover Tops RMB111.2 Billion — Ma Guangyuan: Confidence Matters More Than Money https://chase-dream.cn/digests/fed_macro-20261102-am/NightIndexzh-cn2026-11-02T08:02:25+08:00利率路径生变，长债供给生疑：隔夜市场的三条主线 https://chase-dream.cn/en/digests/fed_macro-20261102-am/NightIndexen2026-11-02T08:02:25+08:00Equities and Dollar Slip on Fed Jitters: December 25bp Odds Near 80% or Above 86% as a 3.75%-4.00% Hold Meets Treasury Issuance Overhaul https://chase-dream.cn/digests/fed_macro-20261102/NightIndexzh-cn2026-11-02T19:02:31+08:00美元走弱，利率按兵不动：市场重估悬念 https://chase-dream.cn/en/digests/fed_macro-20261102/NightIndexen2026-11-02T19:02:31+08:00Dollar Index Falls to 101.442 as Fed Holds 3.75%-4.00% With Two 25bp Dissenters, but Potential Treasury Overhaul and Credit Stress Keep Volatility Elevated https://chase-dream.cn/en/digests/global_macro-20261102-am/NightIndexen2026-11-02T08:08:34+08:00Australia’s Expected Fifth Hike to 4.85% Draws ~80% Odds as Manufacturing Slips to 49.6 and Home Prices Head for Their Biggest Fall in 40 Years https://chase-dream.cn/digests/global_macro-20261102-am/NightIndexzh-cn2026-11-02T08:08:34+08:00隔夜全球宏观：澳洲第五次加息概率约八成，新西兰股票与汇率面临选举考验 https://chase-dream.cn/en/digests/global_macro-20261102/NightIndexen2026-11-02T19:09:01+08:00EUR/USD’s 0.5-0.6% Surge Meets an Expected 25bp UK Hike and 5.236% Six-Week Low: Hawkish ECB, Unresolved Budget https://chase-dream.cn/digests/global_macro-20261102/NightIndexzh-cn2026-11-02T19:09:01+08:00欧洲汇率、日本政策与全球资金信号 https://chase-dream.cn/digests/hormuz-20261102-am/NightIndexzh-cn2026-11-02T08:11:38+08:00霍尔木兹海峡（Strait of Hormuz）风险升级：油轮触雷与船只遇袭，今晨关注能源及航运成本 https://chase-dream.cn/en/digests/hormuz-20261102-am/NightIndexen2026-11-02T08:11:38+08:00Two Tankers, Two-Day Reopening Bid: Hormuz Mine Risk Collides With Already-Rising Shipping Costs https://chase-dream.cn/digests/hormuz-20261102/NightIndexzh-cn2026-11-02T19:11:06+08:00霍尔木兹海峡：袭船与复航谈判并行，油价定价分化 https://chase-dream.cn/en/digests/hormuz-20261102/NightIndexen2026-11-02T19:11:06+08:00Two Hormuz Tanker Mine Explosions and an LNG Attack Put a $6bn-Plus Asset-Release Plan to the Test While Oil Drops on Diplomacy https://chase-dream.cn/en/digests/industrial_metals-20261102-am/NightIndexen2026-11-02T08:19:58+08:00U.S.-Backed Searston Project Targets 2028, Silver Process Tops 99.99%: Billions in Backing, Yet Little U.S. Domestic Output https://chase-dream.cn/digests/industrial_metals-20261102-am/NightIndexzh-cn2026-11-02T08:19:58+08:00工业金属（Industrial Metals）隔夜主线：项目推进与产业进展 https://chase-dream.cn/digests/industrial_metals-20261102/NightIndexzh-cn2026-11-02T19:23:35+08:00工业金属（Industrial Metals）日内交易、库存与贸易政策观察 https://chase-dream.cn/en/digests/industrial_metals-20261102/NightIndexen2026-11-02T19:23:35+08:00Copper Splits Across $14,298.165/t and ¥107,810/t as SHFE Copper Inventories Fall 17.93% - Tight Ore Meets Tariff-Stored Metal https://chase-dream.cn/en/digests/precious_metals-20261102-am/NightIndexen2026-11-02T08:18:10+08:00Gold Clears $3,900/oz (+0.61%), Silver Tops $49.78/oz (>1%): Breakout vs. Stop-Liquidation Tension https://chase-dream.cn/digests/precious_metals-20261102-am/NightIndexzh-cn2026-11-02T08:18:10+08:00金银隔夜上行，白银期货涨超1% https://chase-dream.cn/en/digests/precious_metals-20261102/NightIndexen2026-11-02T19:19:53+08:00Gold Reclaims $3,900/oz and Silver Tops $50/oz as Lower Oil Fuels Dip Buying — Liquidity Repair Meets a 75% December Hike Bet https://chase-dream.cn/digests/precious_metals-20261102/NightIndexzh-cn2026-11-02T19:19:53+08:00金银反弹但内外分化：资金抛压与政策悬念仍是主线 https://chase-dream.cn/en/digests/research-20261102-am/NightIndexen2026-11-02T08:17:04+08:00Goldman Raises Brent Forecast to $105 as All-A Ex-Financial Q3 Profit Grows 20.94%, but an 8.54% Drop and 49.3% PMI Keep the Reboot Conditional https://chase-dream.cn/digests/research-20261102-am/NightIndexzh-cn2026-11-02T08:17:04+08:00隔夜研报：人工智能（Artificial Intelligence，AI）投资回报分歧显现，A股修复与防御并行 https://chase-dream.cn/digests/research-20261102/NightIndexzh-cn2026-11-02T19:16:23+08:00科技回撤、黄金承压与利率路径：研报主线 https://chase-dream.cn/en/digests/research-20261102/NightIndexen2026-11-02T19:16:23+08:00AI Stocks’ 13% October Drop and Gold’s 3.61% Slide Reveal a Liquidity Rotation — Yet Ten Chinese Brokers See Rebound Odds Improving https://chase-dream.cn/en/digests/ai-20261101-am/NightIndexen2026-11-01T08:09:07+08:00AI Funding Meets a 3% Data Wall: OpenAI Targets $20B, Anthropic Eyes ANT, Investors Trim Tech Bets https://chase-dream.cn/digests/ai-20261101-am/NightIndexzh-cn2026-11-01T08:09:07+08:00隔夜人工智能：技术推进与回报审视并行 https://chase-dream.cn/digests/ai-20261101/NightIndexzh-cn2026-11-01T19:08:37+08:00人工智能热潮进入回报验证期：算力扩张与资本审视同步加深 https://chase-dream.cn/en/digests/ai-20261101/NightIndexen2026-11-01T19:08:37+08:00Physical AI’s Two-Week Surge Meets a 500,000-Hour Data Wall; Anthropic’s Potential Record IPO Filing Meets a $2.7 Trillion Nasdaq 100 Drawdown https://chase-dream.cn/digests/cn_macro-20261101-am/NightIndexzh-cn2026-11-01T08:02:54+08:00扩内需稳外贸政策发力，内需修复仍待兑现 https://chase-dream.cn/en/digests/cn_macro-20261101-am/NightIndexen2026-11-01T08:02:54+08:00October China PMI Falls to 49.3 as Production Drops Faster Than Orders, Making Fiscal Execution Decisive — Regional Growth Gap Widens to 5.7 Percentage Points as Developer Sales Still Decline https://chase-dream.cn/en/digests/cn_macro-20261101/NightIndexen2026-11-01T19:03:22+08:00China’s PMIs Stay Below 50 as Listed-Company Profits Hit 5.1 Trillion Yuan: Capital-Market Meetings Set, but Property and Domestic Demand Remain Soft https://chase-dream.cn/digests/cn_macro-20261101/NightIndexzh-cn2026-11-01T19:03:22+08:00稳预期、扩内需与开放增量并行 https://chase-dream.cn/en/digests/fed_macro-20261101-am/NightIndexen2026-11-01T08:00:40+08:00Two Fed Officials Call for Hikes as Rate-Hike Pricing Reaches 80% — Warsh’s Four Words Stay Unseen and the Payroll Forecast Is Unspecified https://chase-dream.cn/digests/fed_macro-20261101-am/NightIndexzh-cn2026-11-01T08:00:40+08:00美联储隔夜晨报：八成加息押注牵动开盘预期 https://chase-dream.cn/digests/fed_macro-20261101/NightIndexzh-cn2026-11-01T19:01:02+08:00美联储（Federal Reserve）路径悬念：12月降息（rate cut）押注与加息（rate hike）风险并存 https://chase-dream.cn/en/digests/fed_macro-20261101/NightIndexen2026-11-01T19:01:02+08:00December Fed Cut Bets vs. Rebounding-Job Hike Odds: 67% Democratic-Sweep Price Meets a 29% Intel Drop Before the Midterm Window https://chase-dream.cn/digests/global_macro-20261101-am/NightIndexzh-cn2026-11-01T08:04:31+08:00全球经济韧性凸显，国际共识不足与贸易不确定性延续 https://chase-dream.cn/en/digests/global_macro-20261101-am/NightIndexen2026-11-01T08:04:31+08:00Fund Failures Force Turkey’s Capital-Markets Leadership Change: G20 Deadlock and 422 French Arrests Expose a Fractured Order https://chase-dream.cn/digests/global_macro-20261101/NightIndexzh-cn2026-11-01T19:05:16+08:00全球宏观：主要产油国产量配额拟维持，新兴市场融资仍存挑战 https://chase-dream.cn/en/digests/global_macro-20261101/NightIndexen2026-11-01T19:05:16+08:00OPEC+ Set to Hold December Quotas as Korean Exports Gain 93.7% y/y and Germany Misses Winter Gas Target — $42.5 Billion Surplus Meets Fragile Energy Security https://chase-dream.cn/digests/hormuz-20261101-am/NightIndexzh-cn2026-11-01T08:06:48+08:00霍尔木兹海峡（Strait of Hormuz）风险升温：油轮触雷，美国与伊朗信号拉扯 https://chase-dream.cn/en/digests/hormuz-20261101-am/NightIndexen2026-11-01T08:06:48+08:00Mine Strike Turns Hormuz Risk into an Oil Problem: More Than 30 Attacks in One Month, Brent Near $115 and a Reported 2 Million-Barrel Loss — Diplomacy Opens, but Washington Prepares to Resume Strikes https://chase-dream.cn/digests/hormuz-20261101/NightIndexzh-cn2026-11-01T19:06:52+08:00霍尔木兹海峡（Strait of Hormuz）：重开条件与通行受阻风险并存 https://chase-dream.cn/en/digests/hormuz-20261101/NightIndexen2026-11-01T19:06:52+08:00Iran’s Conditional Two-Day Hormuz Reopening Bid Faces Four-Tanker Mine Claim - Brent Eyes $120 While Trump Leaves Gohshan Strike Option Open https://chase-dream.cn/digests/precious_metals-20261101-am/NightIndexzh-cn2026-11-01T08:12:12+08:00隔夜黄金资金转向防守，科技股大跌引发陪跌讨论 https://chase-dream.cn/en/digests/precious_metals-20261101-am/NightIndexen2026-11-01T08:12:12+08:00Gold Options Turn Cautious as Put Open-Interest Growth Leads Call Additions; Tech Rout Raises a Correlation Question and $3X00 Downside Frame https://chase-dream.cn/en/digests/precious_metals-20261101/NightIndexen2026-11-01T19:11:00+08:00Gold and Silver Plunge on Fed Rate-Hike Bets and Inflation Fears as Gold’s $3,760-$3,700 Downside Target Meets Improving Fundamentals https://chase-dream.cn/digests/precious_metals-20261101/NightIndexzh-cn2026-11-01T19:11:00+08:00金银重挫：加息预期（rate-hike bets）与通胀担忧（inflation fears）施压 https://chase-dream.cn/en/digests/research-20261101-am/NightIndexen2026-11-01T08:11:38+08:00RMB 700bn ETF Inflows Meet a 13.73% Tech Rout: A No-Hike FOMC and Intel’s >23% Night Drop Leave the Rebound Unproven https://chase-dream.cn/digests/research-20261101-am/NightIndexzh-cn2026-11-01T08:11:38+08:00隔夜信息中的A股（Chinese A-shares）：外部扰动下的资金托底与结构分化 https://chase-dream.cn/en/digests/research-20261101/NightIndexen2026-11-01T19:10:21+08:00ETF Support Meets AI-Capex Stress: ChiNext -10.08%, STAR 50 -13.73%, and RMB400bn of Inflows Still Do Not Confirm a Bottom https://chase-dream.cn/digests/research-20261101/NightIndexzh-cn2026-11-01T19:10:21+08:00科技退潮之后，市场还缺哪些答案