https://chase-dream.cn/en/digests/ai-20260918-am/NightIndexen2026-09-18T08:10:35+08:00Nvidia Targets 2x Chip Sales, Claude at 26% of AI R&D, Bridgewater Floats 5% Compute Threshold, While OpenAI-Microsoft Executives Call Products 'Substitutive' in Court - Scale vs Scaffolding https://chase-dream.cn/digests/ai-20260918-am/NightIndexzh-cn2026-09-18T08:10:35+08:00AI算力巨头拟受「系统重要性」监管，隔夜多线催化 https://chase-dream.cn/en/digests/ai-20260918/NightIndexen2026-09-18T19:08:28+08:00Three AI Names Clear $5T While First L4 10,000-GPU Cluster Goes Live — Thermal Ceiling and NYT Copyright Wall Now Set the Pace https://chase-dream.cn/digests/ai-20260918/NightIndexzh-cn2026-09-18T19:08:28+08:00AI日报｜万卡集群与版权交锋：今日AI产业三条主线 https://chase-dream.cn/digests/cn_macro-20260918-am/NightIndexzh-cn2026-09-18T08:02:38+08:00隔夜要闻：8000亿政策性金融工具加码，先进制造与消费端齐发力 https://chase-dream.cn/en/digests/cn_macro-20260918-am/NightIndexen2026-09-18T08:02:38+08:00800B-Yuan Policy Tool Targets ~10T Leverage; CNH Presses 6.7041 Near July 2022 Low; Property Bullish at 56% Yet Sellers Dominate — Stimulus Push vs Capital Allocation https://chase-dream.cn/digests/cn_macro-20260918/NightIndexzh-cn2026-09-18T19:04:54+08:00财政收入"冷热不均"，扩内需与城市更新同步加力 https://chase-dream.cn/en/digests/cn_macro-20260918/NightIndexen2026-09-18T19:04:54+08:00Income Tax Surge Meets Property Collapse: Corporate +7.3% and PIT +14.5% vs Land Sales -28.6% and Consumption Tax -3.6% — Slow Special-Bond Issuance Tests Q4 Flex https://chase-dream.cn/en/digests/fed_macro-20260918-am/NightIndexen2026-09-18T08:00:46+08:00Warsh's First Hike Lands 12-0 at 3.75-4.00%, Yet 10Y Rallies to 4.99% and KKR Targets 5.1% by Year-End — October a 50-57% Coin Flip, $19B TIPS Auction the Tell https://chase-dream.cn/digests/fed_macro-20260918-am/NightIndexzh-cn2026-09-18T08:00:46+08:00美联储重启加息：鹰派超预期，资产价格先抑后扬 https://chase-dream.cn/digests/fed_macro-20260918/NightIndexzh-cn2026-09-18T19:04:06+08:00联储三年首加息落地，沃什与白宫「平静过招」 https://chase-dream.cn/en/digests/fed_macro-20260918/NightIndexen2026-09-18T19:04:06+08:00Fed's Three-Year First Hike Lands 12-0; 10Y Reverses Below 5% on Warsh-Trump Truce — 4.1% Peak, 76.9% December Odds, and a $349B PE Zombie Pile Test the Path https://chase-dream.cn/digests/global_macro-20260918-am/NightIndexzh-cn2026-09-18T08:07:20+08:00隔夜全球宏观：英央行按兵不动释放鹰派信号，日银决议今日揭晓 https://chase-dream.cn/en/digests/global_macro-20260918-am/NightIndexen2026-09-18T08:07:20+08:00Japan Core CPI Undershoots at 1.7% vs 1.8% on BOJ Day as BOE Holds 3.75% 6-3 Hawkish and Overhauls £146bn QT — Wells Fargo Shorts JPY, Target 159 https://chase-dream.cn/digests/global_macro-20260918/NightIndexzh-cn2026-09-18T19:06:29+08:00日央行加息至31年新高，欧债利差再度走阔 https://chase-dream.cn/en/digests/global_macro-20260918/NightIndexen2026-09-18T19:06:29+08:00BOJ Lifts to 1.25% With Two Dissenters as Ueda Floats Consecutive Hikes; Yen Holds 157, OAT-Bund Spread Hits 100bp - Hawkish Path vs. Fiscal Friction https://chase-dream.cn/digests/hormuz-20260918-am/NightIndexzh-cn2026-09-18T08:08:20+08:00霍尔木兹海峡隔夜要闻：油轮遇袭 封锁升级 油市与航运承压 https://chase-dream.cn/en/digests/hormuz-20260918-am/NightIndexen2026-09-18T08:08:20+08:00IRGC Strikes Togo Tanker as US Reroutes 104 Ships, $10,948 Container Rate Tests Pandemic Peak - TACO Trade Stops Working in Hormuz https://chase-dream.cn/en/digests/hormuz-20260918/NightIndexen2026-09-18T19:07:28+08:00Hormuz Tanker Hit as Daily Transit Collapses to 4 vs ~16; Iran Claims Strike, UN Tallies $150B First-Month War Cost — $100 Oil Defies Three-Session Slide https://chase-dream.cn/digests/hormuz-20260918/NightIndexzh-cn2026-09-18T19:07:28+08:00霍尔木兹日报：油轮再遭袭扰，过峡船只骤减，油价百元关口拉锯 https://chase-dream.cn/digests/industrial_metals-20260918-am/NightIndexzh-cn2026-09-18T08:13:15+08:00LME金属全线收涨 伦铜破14500美元 镍矿地缘博弈升级 https://chase-dream.cn/en/digests/industrial_metals-20260918-am/NightIndexen2026-09-18T08:13:15+08:00LME Copper Tops $14,500 as US Cuba-Nickel Sanctions and Brazil Tariff Leverage Reshape Sourcing — Yet Chinese Night Session Splits With Crude Down 4% https://chase-dream.cn/digests/industrial_metals-20260918/NightIndexzh-cn2026-09-18T19:12:19+08:00基本金属全线收涨 铜价领跑 库存与宏观博弈升温 https://chase-dream.cn/en/digests/industrial_metals-20260918/NightIndexen2026-09-18T19:12:19+08:00Post-Fed Dollar Softens, China Returns to Copper: SHFE Lead +2.03%, Yangshan Premium 4-Year High $121/t - Coking Coal Crashes 7.78% in Black-Green Split https://chase-dream.cn/en/digests/precious_metals-20260918-am/NightIndexen2026-09-18T08:12:34+08:00Gold Whipsaws on First Fed Hike in Three Years — $4,360 Peak, $4,263 Trough, 2.53% Rebound; Silver Outpaces at +5% as Crude Drops 5.28% https://chase-dream.cn/digests/precious_metals-20260918-am/NightIndexzh-cn2026-09-18T08:12:34+08:00金银"过山车"后强势反弹，美联储鹰派加息不改长期看涨逻辑 https://chase-dream.cn/digests/precious_metals-20260918/NightIndexzh-cn2026-09-18T19:11:20+08:00金价逆势逼近4400美元续创新高，白银突破66美元 https://chase-dream.cn/en/digests/precious_metals-20260918/NightIndexen2026-09-18T19:11:20+08:00Gold Decouples From Hawkish Fed With Two-Day Rebound Toward $4,400, Silver +2% — 10Y Yield and Oil Pullback Do the Pricing https://chase-dream.cn/digests/research-20260918-am/NightIndexzh-cn2026-09-18T08:11:27+08:00隔夜研报动态：美联储鹰派加息25bp 多机构上调长债收益率预期 https://chase-dream.cn/en/digests/research-20260918-am/NightIndexen2026-09-18T08:11:27+08:00Warsh's 12-0 Hike Pins the Dot at 4.13% as KKR Lifts 10Y to 5.1% — Credit Tightens to 77bp, Equities and Long Duration Diverge https://chase-dream.cn/digests/research-20260918/NightIndexzh-cn2026-09-18T19:09:51+08:00美联储加息次日：研报圈重估AI、中国资产与全球地缘 https://chase-dream.cn/en/digests/research-20260918/NightIndexen2026-09-18T19:09:51+08:00Fed 12-0 Hike Splits the Tape: $12T China Industrial 5.0 vs Bridgewater AI Exit, $106 Oil vs $90 Fair Value — One-and-Done or Start of Cycle? https://chase-dream.cn/en/digests/ai-20260917-am/NightIndexen2026-09-17T08:11:56+08:00OpenAI Discloses Six 'Concerning' Model Behaviors; DoD Slams Safety Spend, Loudoun Eyes 12-Month Data-Center Freeze, AEMA Targets 100 GW — Safety Alarm vs. Build-Out Race https://chase-dream.cn/digests/ai-20260917-am/NightIndexzh-cn2026-09-17T08:11:56+08:00AI隔夜晨报：安全争议与电力瓶颈双重承压 https://chase-dream.cn/en/digests/ai-20260917/NightIndexen2026-09-17T19:09:53+08:00Compute Hits Million-Processor Scale as Rhodium Logs a 10x Revenue Gap: OpenAI-Anthropic Out-Earn All Chinese AI Models, the $180B 'AI Trade' Receipt Test https://chase-dream.cn/digests/ai-20260917/NightIndexzh-cn2026-09-17T19:09:53+08:00华为Peerium重塑算力底座，南向加注与"AI交易"悬念 https://chase-dream.cn/digests/cn_macro-20260917-am/NightIndexzh-cn2026-09-17T08:03:11+08:00美联储鹰派加息25基点 全球资产重定价 https://chase-dream.cn/en/digests/cn_macro-20260917-am/NightIndexen2026-09-17T08:03:11+08:00Fed's 25bp and Warsh's Three Reasons Reset 10Y Above 5% and Dollar Through 100, HKMA Tracks to 4.25% and Pinglu Canal Reopens Southwest-ASEAN - One More 2026 Hike Priced, China Real Economy Plants Flags https://chase-dream.cn/en/digests/cn_macro-20260917/NightIndexen2026-09-17T19:05:18+08:00PBOC's ¥159B Net Injection Meets ¥1T A-Share Turnover and Yiwu's Record ¥548.85B Export Print — Liquidity Lifeline vs Fed Hike Spillover https://chase-dream.cn/digests/cn_macro-20260917/NightIndexzh-cn2026-09-17T19:05:18+08:00全链监管与产业新动能共振 央行千亿净投放护航 https://chase-dream.cn/en/digests/fed_macro-20260917-am/NightIndexen2026-09-17T08:01:42+08:00Fed Ends Three-Year Pause With 25bp Hike to 3.75-4.00%, Dot-Plot Median Lifts to 4.1% — Yields Rebound, Gulf Synchronizes 25bp, Trump Demands 1% https://chase-dream.cn/digests/fed_macro-20260917-am/NightIndexzh-cn2026-09-17T08:01:42+08:00美联储时隔三年多首次加息25个基点，沃什释放鹰派信号 https://chase-dream.cn/digests/fed_macro-20260917/NightIndexzh-cn2026-09-17T19:03:00+08:00美联储三年来首次加息落地，鹰派信号重塑全球定价 https://chase-dream.cn/en/digests/fed_macro-20260917/NightIndexen2026-09-17T19:03:00+08:00Warsh-Led Fed Lifts Rates 25bp to 3.75-4.00%, 13bp More Priced for October, 10Y Back Above 5% and DXY 100.3 — Asia Equities and Gold Past $4,300 Refuse to Cooperate https://chase-dream.cn/digests/global_macro-20260917-am/NightIndexzh-cn2026-09-17T08:09:07+08:00海湾集体加息，全球债市汇市承压 https://chase-dream.cn/en/digests/global_macro-20260917-am/NightIndexen2026-09-17T08:09:07+08:00Gulf Pegs Snap 25bp Higher in Lockstep, BoC Minutes Float Hike Risk, Bunds Pin 17-Year Highs — Sterling at 1.3397, Tera Defaults Jolt EM https://chase-dream.cn/en/digests/global_macro-20260917/NightIndexen2026-09-17T19:06:59+08:00BoE Set to Hold 3.75% on 6-3 Vote as 10Y Gilts Sit at 5.282%; BoJ's 1.25% Hike Tomorrow, ECB October Door Open — Vote Math, QT Plan, and the Food Risk https://chase-dream.cn/digests/global_macro-20260917/NightIndexzh-cn2026-09-17T19:06:59+08:00全球宏观日报 | 三大央行议息窗口：路径博弈与全球资本拉锯 https://chase-dream.cn/digests/hormuz-20260917-am/NightIndexzh-cn2026-09-17T08:10:31+08:00霍尔木兹海峡危机三线告急：美船遭袭叠加沙特管道停运，油价冲上100美元 https://chase-dream.cn/en/digests/hormuz-20260917-am/NightIndexen2026-09-17T08:10:31+08:00Houthis Hit Three Saudi Pipeline Stations and Iran Strikes a US-Chartered Tanker Near Hormuz: Oman Crude at $132.09 Carries a $24 Brent Premium, Wright Floats the Defense Production Act - Rerouting vs Escalation https://chase-dream.cn/digests/hormuz-20260917/NightIndexzh-cn2026-09-17T19:07:56+08:00霍尔木兹通行骤降至"三艘船"：沙特管道重启、油价回吐与外交窗口 https://chase-dream.cn/en/digests/hormuz-20260917/NightIndexen2026-09-17T19:07:56+08:00Saudi Workaround Eases the Brent Rout: Pipeline Restart in Days, Yet Hormuz Traffic Drops to Three Ships and Diesel Tops $6 — Houthi Strikes Refuse to Fade Before UNGA https://chase-dream.cn/en/digests/industrial_metals-20260917-am/NightIndexen2026-09-17T08:15:24+08:00Copper Tests $14,800 Tariff Bid While LME Closes Mixed and Lithium Breaks the 'Golden September' Trade — Fankou Restarts, Codelco Slips to End-2026 https://chase-dream.cn/digests/industrial_metals-20260917-am/NightIndexzh-cn2026-09-17T08:15:24+08:00工业金属隔夜晨报：LME收盘涨跌互现，铜价再上14800美元 https://chase-dream.cn/en/digests/industrial_metals-20260917/NightIndexen2026-09-17T19:14:35+08:00Hawkish 25bp Hike Lands; Lithium Carbonate Jumps 4%+ to ¥131,500/t and LME Copper Stockpiles Climb Past 250,000t - Industrial Metals Brush Off the Dot Plot https://chase-dream.cn/digests/industrial_metals-20260917/NightIndexzh-cn2026-09-17T19:14:35+08:00沪铜企稳反弹 碳酸锂大涨 加息靴子落地 https://chase-dream.cn/en/digests/precious_metals-20260917-am/NightIndexen2026-09-17T08:14:33+08:00Warsh Wipes Out Gold's Pre-Fed $4,400 Spike: Spot Below $4,242 and Silver Past 2% as More Tightening Teed Up — Long-End Yields Are Now the Lifeline https://chase-dream.cn/digests/precious_metals-20260917-am/NightIndexzh-cn2026-09-17T08:14:33+08:00美联储加息落地 贵金属冲高回落 https://chase-dream.cn/en/digests/precious_metals-20260917/NightIndexen2026-09-17T19:12:42+08:00Spot Gold Reclaims $4,330 and NY $4,350, Silver +2% to $64 After Fed's First Hike in Three Years — Banks Add Vaults but MUFG and CICC Cap the Ceiling https://chase-dream.cn/digests/precious_metals-20260917/NightIndexzh-cn2026-09-17T19:12:42+08:00金银收复失地 机构警示加息抛压未消 https://chase-dream.cn/digests/research-20260917-am/NightIndexzh-cn2026-09-17T08:13:37+08:00美联储9月议息靴子落地，研报观点全景扫描 https://chase-dream.cn/en/digests/research-20260917-am/NightIndexen2026-09-17T08:13:37+08:00Fed Resumes Hiking, Warsh Doubles Down; Cycle Shape Splits - Citi One-and-Done vs Deutsche Bank's Moderate Tightening - as 3.4% Core PCE and Term Premium Re-Price the Long End https://chase-dream.cn/digests/research-20260917/NightIndexzh-cn2026-09-17T19:11:34+08:00研报动态：美联储鹰派加息落地，机构激辩"浅周期"与"更快更大" https://chase-dream.cn/en/digests/research-20260917/NightIndexen2026-09-17T19:11:34+08:00Fed Lifts to 3.75-4.00% on a 16-of-18 Hawkish Dot; Goldman Adds October, Deutsche Bank Flags the Shallowest Cycle in Modern History — Stocks-and-Yields-Rising Is Back on the Table