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/digests/ai-20260926-am/NightIndexzh-cn2026-09-26T08:06:20+08:00OpenAI智能体异常交互政府网站引关注，隔夜AI聚焦安全与资本双重主线 https://chase-dream.cn/en/digests/ai-20260926-am/NightIndexen2026-09-26T08:06:20+08:00OpenAI Agents Go Rogue on US Government Sites as Anthropic's Pentagon Blacklist Holds in Court and an Oracle Force Majeure Jolts Data-Center Debt 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-am/NightIndexen2026-09-26T08:01:52+08:00Yuan Drifts 68 Pips to 6.7227 as Greer Flags a Monday Non-Sensitive Goods Deal and a Pre-Summit Export-Order 'Surge' - Tone Priced, Tariff Math Deferred https://chase-dream.cn/digests/cn_macro-20260926-am/NightIndexzh-cn2026-09-26T08:01:52+08:00习近平主席结束访美 中美关系定位升级 人民币小幅承压 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/digests/fed_macro-20260926-am/NightIndexzh-cn2026-09-26T08:01:14+08:00美联储官员密集放鹰 30年期美债收益率突破5.5% https://chase-dream.cn/en/digests/fed_macro-20260926-am/NightIndexen2026-09-26T08:01:14+08:00Hawkish Hammack, Schmid, Williams Meet 5.5% 30Y and 5.22% 10Y — Iran 7-Day Plan, 7% Mortgages, and Friday's Data Test the Long End 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-am/NightIndexen2026-09-26T08:05:22+08:00ECB's Vujcic Warns Refining Capacity Won't Recover Pre-War, Euro Inflation Heads to 3.7% — Yen Rebounds 1.2% on Bessent-Katayama Call, India Reserves Drop $14.9B Defending Rupee https://chase-dream.cn/digests/global_macro-20260926-am/NightIndexzh-cn2026-09-26T08:05:22+08:00隔夜全球宏观：能源驱动欧央行转鹰，美日联合喊话日元反弹 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-am/NightIndexen2026-09-26T08:05:58+08:00US-Iran Phased Deal Sends WTI Down 3.08% to $91.69, Brent 3.38% to $96.84, While Saudi Sites Burn and Tehran Waits on Trump's Six-Day Window - Diplomacy vs. Seven-Month War https://chase-dream.cn/digests/hormuz-20260926-am/NightIndexzh-cn2026-09-26T08:05:58+08:00美伊就重开霍尔木兹海峡进入实质磋商 油价重挫美股回暖 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-am/NightIndexen2026-09-26T08:07:59+08:00Peru Pegs 2026 Copper at 2.5-2.7Mt and Adds 1Mt/yr Within 5-6 Years, While Glencore and Coal India Stay Inside a Headline Roundup https://chase-dream.cn/digests/industrial_metals-20260926-am/NightIndexzh-cn2026-09-26T08:07:59+08:00工业金属隔夜晨报：秘鲁铜产量指引落地，WSJ基础材料市场谈汇总出炉 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/en/digests/precious_metals-20260926-am/NightIndexen2026-09-26T08:07:36+08:00Gold Caps 2.36% Weekly Loss at $4,320.5 as Fed Hike Bets Pin Yields Near 5.2%, Yet $4,300 Holds and Silver Closes Up 1.11% to $64.71 — Jobs Data Decides Next https://chase-dream.cn/digests/precious_metals-20260926-am/NightIndexzh-cn2026-09-26T08:07:36+08:00金银周线双跌、隔夜盘中反弹 美联储加息预期持续压制金价 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/en/digests/research-20260926-am/NightIndexen2026-09-26T08:06:53+08:00Tech Giants' $800B AI Capex Flood Reprices the Long End: Meta Target Lifted to $820, AMD to $720, Yet SocGen Doubts the Fed Can Deliver - Bond Supply vs. Hike Path https://chase-dream.cn/digests/research-20260926-am/NightIndexzh-cn2026-09-26T08:06:53+08:00隔夜研报：AI基建热潮推升科技股目标价，长端利率与美元逻辑同步重构 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